Jane Street’s Morningstar MORN Stock Holding History

Jane Street’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 Q1	–	Sell	-7,300	Closed	-$1.59M	–	12471
2025 Q4	$1.59M	Buy	7,300 +1,000	+16%	+$217K	﹤0.01%	5243
2025 Q3	$1.46M	Buy	6,300 +5,300	+530%	+$1.41M	﹤0.01%	5518
2025 Q2	$314K	Hold	1,000	–	–	﹤0.01%	7784
2025 Q1	$300K	Buy	+1,000	New	+$315K	﹤0.01%	7794
2024 Q1	–	Sell	-10,100	Closed	-$2.89M	–	9756
2023 Q4	$2.89M	Buy	10,100 +7,700	+321%	+$2.01M	﹤0.01%	3704
2023 Q3	$562K	Buy	+2,400	New	+$542K	﹤0.01%	6104
2022 Q3	–	Sell	-1,500	Closed	-$363K	–	10160
2022 Q2	$363K	Buy	+1,500	New	+$378K	﹤0.01%	7284

Other funds holding MORN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Jane Street's MORN Position: Q1 2026 in Review

Jane Street reduced its Morningstar (MORN) stake by 21% in Q1 2026, selling an estimated $16.8M and leaving 333,861 shares worth $56.4M. The position accounts for 0.01% of the portfolio, ranked #975.

Jane Street first reported a position in MORN in Q4 2013 and has held it in 23 quarters since. The position peaked at $92.2M in Q4 2025. 443 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

Jane Street held 333,861 shares of Morningstar worth $56.4M as of Q1 2026.
Jane Street sold 90,410 Morningstar shares in Q1 2026, an estimated $16.8M.
Morningstar made up 0.01% of Jane Street's portfolio in Q1 2026, its #975 holding.
Jane Street first reported a position in Morningstar in Q4 2013 and has held it in 23 quarters since.
Jane Street's Morningstar position peaked at $92.2M in Q4 2025.
443 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Jane Street's 13F filing for Q1 2026, filed 12 May 2026.