$MORN is held by 11 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.12%, with an average of 0.04% of portfolio. Largest holder: Voloridge Investment Management, LLC at 0.12%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
Morningstar Inc.
13F holders
443
Net 13F flow · Q
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Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
3trades
Convergence
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Institutional holders
Top 10 of 443 · Source: 13F-HR01
Bahl & Gaynor Inc.
—
—
02
Leuthold Group, LLC
—
—
03
Thompson Davis & Co. Inc.
—
—
04
State Street
—
—
05
Axa S.a.
—
—
06
Carderock Capital Management Inc.
—
—
07
Exor N.V.
—
—
08
Gardner Russo & Quinn LLC
—
—
09
Eads & Heald Wealth Management
—
—
10
Caz Investments LP
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
11 holders · Q1 202601
Voloridge Investment Management, LLC
0.12% held
α +15.5pts
02
New Age Alpha Advisors, LLC
0.11% held
α +10.8pts
03
River Road Asset Management, LLC
0.08% held
α +12.9pts
04
Wellington Management Group LLP
0.05% held
α +10.5pts
05
Quarry LP
0.02% held
α +10.6pts
06
Bradley Foster & Sargent INC
0.01% held
α +11.1pts
07
Principal Securities, Inc.
0.00% held
α +21.3pts
08
Connor, Clark & Lunn Investment Management Ltd.
0.00% held
α +12.3pts
09
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
10
Citigroup Inc.
0.00% held
α +26.3pts
11
Nisa Investment Advisors, LLC
0.00% held
α +16.6pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
43 transactions · 2 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
7 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $MORN lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $MORN — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 13:00 UTC.