Morningstar
MORN
About: Morningstar Inc is a provider of independent investment research to financial advisers, asset managers, and investors. The company focuses its operations on two core sectors: data and research. It offers data on investments such as mutual funds, stocks, exchange-traded funds, closed-end funds, separate accounts, and variable annuities. Further, the company tracks real-time market data of equity, derivative, currency exchanges, and other investments. In its research operation, Morningstar offers analyst research on passive and active mutual funds, alternative funds, and college saving plans. Morningstar's majority of the revenue is generated in the United States of America.
Employees: 11,085
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
303% more call options, than puts
Call options by funds: $3.92M | Put options by funds: $973K
41% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 49
16% more repeat investments, than reductions
Existing positions increased: 180 | Existing positions reduced: 155
8% more capital invested
Capital invested by funds: $7.47B [Q1] → $8.04B (+$577M) [Q2]
3% more funds holding
Funds holding: 458 [Q1] → 472 (+14) [Q2]
2.52% more ownership
Funds ownership: 58.14% [Q1] → 60.65% (+2.52%) [Q2]
100% less funds holding in top 10
Funds holding in top 10: 3 [Q1] → 0 (-3) [Q2]
Financial journalist opinion
