Rockefeller Capital Management
MORN icon

Rockefeller Capital Management’s Morningstar MORN Stock Holding History

Rockefeller Capital 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
Q1 		$130K Buy
768
+381
+98% +$70.8K ﹤0.01% 2726
2025
Q4 		$84.2K Buy
387
+34
+10% +$7.36K ﹤0.01% 2799
2025
Q3 		$81.9K Buy
+353
New +$94.1K ﹤0.01% 2666
2023
Q1 		– Sell
-169
Closed -$36K – 3154
2022
Q4 		$36K Sell
169
-9
-5% -$2.05K ﹤0.01% 2548
2022
Q3 		$37K Buy
178
+11
+7% +$2.62K ﹤0.01% 2503
2022
Q2 		$39K Sell
167
-13
-7% -$3.28K ﹤0.01% 2409
2022
Q1 		$49K Buy
180
+5
+3% +$1.41K ﹤0.01% 2311
2021
Q4 		$60K Buy
175
+23
+15% +$7.12K ﹤0.01% 2128
2021
Q3 		$39K Buy
152
+45
+42% +$11.8K ﹤0.01% 2258
2021
Q2 		$27K Hold
107
– – ﹤0.01% 2355
2021
Q1 		$24K Hold
107
– – ﹤0.01% 2203
2020
Q4 		$24K Hold
107
– – ﹤0.01% 1936
2020
Q3 		$17K Buy
+107
New +$16.9K ﹤0.01% 1850
2020
Q1 		– Sell
-29
Closed -$4K – 2432
2019
Q4 		$4K Sell
29
-78
-73% -$12K ﹤0.01% 1823
2019
Q3 		$16K Hold
107
– – ﹤0.01% 1289
2019
Q2 		$15K Sell
107
-94
-47% -$13K ﹤0.01% 1104
2019
Q1 		$25K Buy
+201
New +$24.2K ﹤0.01% 1146

Other funds holding MORN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Rockefeller Capital Management's MORN Position: Q1 2026 in Review

Rockefeller Capital Management increased its Morningstar (MORN) stake by 98% in Q1 2026, buying an estimated $70.8K and bringing the position to 768 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #2726.

Rockefeller Capital Management first reported a position in MORN in Q1 2019 and has held it in 17 quarters since. 442 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • Rockefeller Capital Management held 768 shares of Morningstar worth $130K as of Q1 2026.
  • Rockefeller Capital Management bought 381 Morningstar shares in Q1 2026, an estimated $70.8K.
  • Morningstar made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2726 holding.
  • Rockefeller Capital Management first reported a position in Morningstar in Q1 2019 and has held it in 17 quarters since.
  • 442 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.