Canada Pension Plan Investment Board
MORN icon

Canada Pension Plan Investment Board’s Morningstar MORN Stock Holding History

Canada Pension Plan Investment Board’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.91M Sell
50,700
-1,400
-3% -$243K ﹤0.01% 731
2026
Q1 		$8.81M Buy
52,100
+33,200
+176% +$6.17M 0.01% 663
2025
Q4 		$4.11M Sell
18,900
-38,700
-67% -$8.38M ﹤0.01% 816
2025
Q3 		$13.4M Buy
+57,600
New +$15.4M 0.01% 567
2025
Q2 		– Sell
-19,400
Closed -$5.82M – 1421
2025
Q1 		$5.82M Buy
+19,400
New +$6.11M 0.01% 667
2024
Q4 		– Sell
-27,958
Closed -$8.92M – 1472
2024
Q3 		$8.92M Buy
27,958
+13,000
+87% +$4.04M 0.01% 594
2024
Q2 		$4.43M Hold
14,958
– – ﹤0.01% 741
2024
Q1 		$4.61M Sell
14,958
-20,042
-57% -$5.77M ﹤0.01% 737
2023
Q4 		$10M Sell
35,000
-6,000
-15% -$1.56M 0.01% 532
2023
Q3 		$9.6M Buy
41,000
+25,000
+156% +$5.64M 0.01% 492
2023
Q2 		$3.14M Buy
+16,000
New +$3.17M ﹤0.01% 654
2021
Q2 		– Sell
-6,000
Closed -$1.35M – 1283
2021
Q1 		$1.35M Buy
+6,000
New +$1.41M ﹤0.01% 942
2019
Q1 		– Sell
-11,000
Closed -$1.21M – 1592
2018
Q4 		$1.21M Buy
+11,000
New +$1.29M ﹤0.01% 1054
2015
Q1 		– Sell
-6,900
Closed -$446K – 1225
2014
Q4 		$446K Hold
6,900
– – ﹤0.01% 996
2014
Q3 		$469K Buy
6,900
+2,100
+44% +$144K ﹤0.01% 895
2014
Q2 		$345K Buy
4,800
+1,900
+66% +$139K ﹤0.01% 925
2014
Q1 		$229K Buy
2,900
+600
+26% +$47.8K ﹤0.01% 935
2013
Q4 		$180K Buy
2,300
+1,000
+77% +$79.5K ﹤0.01% 947
2013
Q3 		$103K Buy
+1,300
New +$100K ﹤0.01% 906

Other funds holding MORN

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Canada Pension Plan Investment Board's MORN Position: Q2 2026 in Review

Canada Pension Plan Investment Board reduced its Morningstar (MORN) stake by 2.7% in Q2 2026, selling an estimated $243K and leaving 50,700 shares worth $7.91M. The position accounts for ﹤0.01% of the portfolio, ranked #731.

Canada Pension Plan Investment Board first reported a position in MORN in Q3 2013 and has held it in 19 quarters since. The position peaked at $13.4M in Q3 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Canada Pension Plan Investment Board held 50,700 shares of Morningstar worth $7.91M as of Q2 2026.
  • Canada Pension Plan Investment Board sold 1,400 Morningstar shares in Q2 2026, an estimated $243K.
  • Morningstar made up ﹤0.01% of Canada Pension Plan Investment Board's portfolio in Q2 2026, its #731 holding.
  • Canada Pension Plan Investment Board first reported a position in Morningstar in Q3 2013 and has held it in 19 quarters since.
  • Canada Pension Plan Investment Board's Morningstar position peaked at $13.4M in Q3 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Canada Pension Plan Investment Board's 13F filing for Q2 2026, filed 14 Aug 2026.