MML Investors Services
MORN icon

MML Investors Services’s Morningstar MORN Stock Holding History

MML Investors Services’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 		$2M Buy
12,816
+3,878
+43% +$674K ﹤0.01% 1533
2026
Q1 		$1.51M Sell
8,938
-4,313
-33% -$801K ﹤0.01% 1483
2025
Q4 		$2.88M Buy
13,251
+5,047
+62% +$1.09M 0.01% 1179
2025
Q3 		$1.9M Buy
8,204
+2,171
+36% +$579K 0.01% 1351
2025
Q2 		$1.89M Buy
6,033
+516
+9% +$153K 0.01% 1278
2025
Q1 		$1.65M Buy
5,517
+422
+8% +$133K 0.01% 1281
2024
Q4 		$1.72M Buy
5,095
+815
+19% +$278K 0.01% 1200
2024
Q3 		$1.37M Buy
4,280
+281
+7% +$87.3K 0.01% 1309
2024
Q2 		$1.18M Sell
3,999
-1,771
-31% -$524K ﹤0.01% 1309
2024
Q1 		$1.78M Buy
5,770
+544
+10% +$157K 0.01% 1098
2023
Q4 		$1.5M Buy
5,226
+1,524
+41% +$397K 0.01% 1146
2023
Q3 		$867K Buy
3,702
+528
+17% +$119K ﹤0.01% 1307
2023
Q2 		$622K Buy
3,174
+1,028
+48% +$204K ﹤0.01% 1497
2023
Q1 		$436K Sell
2,146
-403
-16% -$88.6K ﹤0.01% 1471
2022
Q4 		$552K Buy
2,549
+210
+9% +$47.9K ﹤0.01% 1454
2022
Q3 		$497K Buy
2,339
+88
+4% +$20.9K ﹤0.01% 1427
2022
Q2 		$544K Buy
2,251
+1,086
+93% +$274K ﹤0.01% 1367
2022
Q1 		$318K Buy
1,165
+266
+30% +$75.2K ﹤0.01% 1694
2021
Q4 		$307K Buy
+899
New +$278K ﹤0.01% 1685
2021
Q1 		– Sell
-1,285
Closed -$298K – 1825
2020
Q4 		$298K Sell
1,285
-328
-20% -$65.2K ﹤0.01% 1393
2020
Q3 		$259K Sell
1,613
-134
-8% -$21.2K ﹤0.01% 1369
2020
Q2 		$246K Sell
1,747
-9
-0.5% -$1.27K ﹤0.01% 1311
2020
Q1 		$204K Buy
1,756
+3
+0.2% +$435 ﹤0.01% 1265
2019
Q4 		$265K Sell
1,753
-163
-9% -$25K ﹤0.01% 1304
2019
Q3 		$280K Buy
1,916
+156
+9% +$24K ﹤0.01% 1223
2019
Q2 		$255K Buy
1,760
+46
+3% +$6.35K ﹤0.01% 1378
2019
Q1 		$216K Buy
+1,714
New +$206K ﹤0.01% 1448

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

MML Investors Services's MORN Position: Q2 2026 in Review

MML Investors Services increased its Morningstar (MORN) stake by 43% in Q2 2026, buying an estimated $674K and bringing the position to 12,816 shares worth $2M. The position accounts for ﹤0.01% of the portfolio, ranked #1533.

MML Investors Services first reported a position in MORN in Q1 2019 and has held it in 27 quarters since. The position peaked at $2.88M in Q4 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • MML Investors Services held 12,816 shares of Morningstar worth $2M as of Q2 2026.
  • MML Investors Services bought 3,878 Morningstar shares in Q2 2026, an estimated $674K.
  • Morningstar made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #1533 holding.
  • MML Investors Services first reported a position in Morningstar in Q1 2019 and has held it in 27 quarters since.
  • MML Investors Services's Morningstar position peaked at $2.88M in Q4 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.