GKFF
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George Kaiser Family Foundation’s Morningstar MORN Stock Holding History

George Kaiser Family Foundation’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
2025
Q2 		– Sell
-9,349
Closed -$2.8M – 69
2025
Q1 		$2.8M Buy
9,349
+1,656
+22% +$521K 0.41% 14
2024
Q4 		$2.59M Hold
7,693
– – 0.38% 11
2024
Q3 		$2.45M Hold
7,693
– – 0.38% 12
2024
Q2 		$2.28M Buy
7,693
+55
+0.7% +$16.3K 0.4% 12
2024
Q1 		$2.36M Hold
7,638
– – 0.45% 11
2023
Q4 		$2.19M Sell
7,638
-6,716
-47% -$1.75M 0.44% 10
2023
Q3 		$3.36M Sell
14,354
-2,436
-15% -$550K 0.63% 15
2023
Q2 		$3.29M Hold
16,790
– – 0.56% 20
2023
Q1 		$3.41M Buy
16,790
+900
+6% +$198K 0.55% 19
2022
Q4 		$3.44M Buy
15,890
+795
+5% +$181K 0.51% 15
2022
Q3 		$3.21M Buy
15,095
+1,497
+11% +$356K 0.56% 14
2022
Q2 		$3.29M Buy
13,598
+3,299
+32% +$831K 0.58% 15
2022
Q1 		$2.81M Buy
10,299
+18
+0.2% +$5.09K 0.46% 22
2021
Q4 		$3.52M Hold
10,281
– – 0.5% 18
2021
Q3 		$2.66M Buy
10,281
+363
+4% +$95.4K 0.44% 22
2021
Q2 		$2.55M Buy
+9,918
New +$2.41M 0.41% 26

Other funds holding MORN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

George Kaiser Family Foundation's MORN Position: Q2 2025 in Review

George Kaiser Family Foundation sold out of Morningstar (MORN) in Q2 2025, closing a stake of 9,349 shares — an estimated $2.8M sold.

George Kaiser Family Foundation first reported a position in MORN in Q2 2021 and held it in 16 quarters. The position peaked at $3.52M in Q4 2021. 480 funds tracked by Wall St. Rank hold MORN as of Q2 2025.

  • George Kaiser Family Foundation reported no remaining Morningstar position as of Q2 2025 after selling out during the quarter.
  • George Kaiser Family Foundation sold 9,349 Morningstar shares in Q2 2025, an estimated $2.8M.
  • George Kaiser Family Foundation first reported a position in Morningstar in Q2 2021 and held it in 16 quarters.
  • George Kaiser Family Foundation's Morningstar position peaked at $3.52M in Q4 2021.
  • 480 funds tracked by Wall St. Rank held Morningstar as of Q2 2025.

Based on George Kaiser Family Foundation's 13F filing for Q2 2025, filed 14 Aug 2025.