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 Q2	$312K	Buy	+2,000	New	+$348K	﹤0.01%	9136
2026 Q1	–	Sell	-1,000	Closed	-$217K	–	12472
2025 Q4	$217K	Buy	+1,000	New	+$217K	﹤0.01%	9550
2024 Q1	–	Sell	-10,000	Closed	-$2.86M	–	9757
2023 Q4	$2.86M	Buy	+10,000	New	+$2.61M	﹤0.01%	3716
2022 Q4	–	Sell	-13,600	Closed	-$2.89M	–	9754
2022 Q3	$2.89M	Sell	13,600 -10,900	-44%	-$2.59M	﹤0.01%	3520
2022 Q2	$5.92M	Buy	+24,500	New	+$6.17M	﹤0.01%	2416

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.