MIM
MORN icon

MetLife Investment Management’s Morningstar MORN Stock Holding History

MetLife Investment Management’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 		$1.66M Sell
10,625
-1,297
-11% -$225K 0.01% 1258
2026
Q1 		$2.02M Sell
11,922
-454
-4% -$84.3K 0.01% 1053
2025
Q4 		$2.69M Sell
12,376
-922
-7% -$200K 0.01% 925
2025
Q3 		$3.09M Sell
13,298
-1,710
-11% -$456K 0.01% 874
2025
Q2 		$4.71M Sell
15,008
-1,151
-7% -$341K 0.03% 602
2025
Q1 		$4.85M Sell
16,159
-242
-1% -$76.2K 0.03% 630
2024
Q4 		$5.52M Buy
16,401
+1,242
+8% +$424K 0.03% 498
2024
Q3 		$4.84M Buy
15,159
+179
+1% +$55.6K 0.03% 544
2024
Q2 		$4.43M Sell
14,980
-385
-3% -$114K 0.03% 558
2024
Q1 		$4.74M Sell
15,365
-374
-2% -$108K 0.03% 513
2023
Q4 		$4.51M Sell
15,739
-237
-1% -$61.8K 0.03% 517
2023
Q3 		$3.74M Buy
15,976
+14,397
+912% +$3.25M 0.03% 596
2023
Q2 		$310K Buy
1,579
+166
+12% +$32.9K ﹤0.01% 1996
2023
Q1 		$287K Buy
1,413
+3
+0.2% +$660 ﹤0.01% 1995
2022
Q4 		$305K Sell
1,410
-36
-2% -$8.21K ﹤0.01% 1975
2022
Q3 		$307K Hold
1,446
– – ﹤0.01% 2002
2022
Q2 		$350K Buy
1,446
+31
+2% +$7.81K ﹤0.01% 1914
2022
Q1 		$387K Buy
+1,415
New +$400K ﹤0.01% 1941
2019
Q2 		– Sell
-75
Closed -$9.3K – 2539
2019
Q1 		$9.3K Buy
75
+50
+200% +$6.01K ﹤0.01% 2519
2018
Q4 		$2.75K Hold
25
– – ﹤0.01% 2527
2018
Q3 		$3.15K Buy
+25
New +$3.37K ﹤0.01% 2574

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

MetLife Investment Management's MORN Position: Q2 2026 in Review

MetLife Investment Management reduced its Morningstar (MORN) stake by 11% in Q2 2026, selling an estimated $225K and leaving 10,625 shares worth $1.66M. The position accounts for 0.01% of the portfolio, ranked #1258.

MetLife Investment Management first reported a position in MORN in Q3 2018 and has held it in 21 quarters since. The position peaked at $5.52M in Q4 2024. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • MetLife Investment Management held 10,625 shares of Morningstar worth $1.66M as of Q2 2026.
  • MetLife Investment Management sold 1,297 Morningstar shares in Q2 2026, an estimated $225K.
  • Morningstar made up 0.01% of MetLife Investment Management's portfolio in Q2 2026, its #1258 holding.
  • MetLife Investment Management first reported a position in Morningstar in Q3 2018 and has held it in 21 quarters since.
  • MetLife Investment Management's Morningstar position peaked at $5.52M in Q4 2024.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on MetLife Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.