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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jane Street's MORN Position: Q2 2026 in Review

Jane Street increased its Morningstar (MORN) stake by 29% in Q2 2026, buying an estimated $16.9M and bringing the position to 431,301 shares worth $67.3M. The position accounts for 0.01% of the portfolio, ranked #1189.

Jane Street first reported a position in MORN in Q4 2013 and has held it in 24 quarters since. The position peaked at $92.2M in Q4 2025. 420 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

Jane Street held 431,301 shares of Morningstar worth $67.3M as of Q2 2026.
Jane Street bought 97,440 Morningstar shares in Q2 2026, an estimated $16.9M.
Morningstar made up 0.01% of Jane Street's portfolio in Q2 2026, its #1189 holding.
Jane Street first reported a position in Morningstar in Q4 2013 and has held it in 24 quarters since.
Jane Street's Morningstar position peaked at $92.2M in Q4 2025.
420 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Jane Street's 13F filing for Q2 2026, filed 14 Aug 2026.