MF
MORN icon

Magnetar Financial’s Morningstar MORN Stock Holding History

Magnetar Financial’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 		– Sell
-4,621
Closed -$781K – 1362
2026
Q1 		$781K Buy
+4,621
New +$858K 0.01% 527
2025
Q4 		– Sell
-28,188
Closed -$6.54M – 1118
2025
Q3 		$6.54M Sell
28,188
-35
-0.1% -$9.33K 0.04% 191
2025
Q2 		$8.86M Buy
28,223
+12,727
+82% +$3.77M 0.04% 145
2025
Q1 		$4.65M Buy
15,496
+12,698
+454% +$4M 0.06% 191
2024
Q4 		$942K Sell
2,798
-7,604
-73% -$2.6M 0.02% 286
2024
Q3 		$3.32M Buy
10,402
+5,121
+97% +$1.59M 0.07% 193
2024
Q2 		$1.56M Buy
5,281
+1,325
+33% +$392K 0.03% 229
2024
Q1 		$1.22M Sell
3,956
-1,074
-21% -$309K 0.03% 238
2023
Q4 		$1.44M Sell
5,030
-1,113
-18% -$290K 0.04% 228
2023
Q3 		$1.44M Buy
+6,143
New +$1.39M 0.04% 214
2017
Q2 		– Sell
-10,614
Closed -$834K – 909
2017
Q1 		$834K Buy
+10,614
New +$826K 0.01% 344

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

Magnetar Financial's MORN Position: Q2 2026 in Review

Magnetar Financial sold out of Morningstar (MORN) in Q2 2026, closing a stake of 4,621 shares — an estimated $781K sold.

Magnetar Financial first reported a position in MORN in Q1 2017 and held it in 11 quarters. The position peaked at $8.86M in Q2 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Magnetar Financial reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
  • Magnetar Financial sold 4,621 Morningstar shares in Q2 2026, an estimated $781K.
  • Magnetar Financial first reported a position in Morningstar in Q1 2017 and held it in 11 quarters.
  • Magnetar Financial's Morningstar position peaked at $8.86M in Q2 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Magnetar Financial's 13F filing for Q2 2026, filed 14 Aug 2026.