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Morningstar, Inc.

MORN
Exchange
Nasdaq
Industry
Investment Advice
SEC CIK
0001289419

In the last 90 days, Morningstar, Inc. insiders filed 0 open-market purchases and 8 sales; 420 institutions reported holding it in 13F filings for Q2 2026, worth $3.79B in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Morningstar, Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
309
No complete 13F data for Q4 2020
Shares held
21.5M
No complete 13F data for Q4 2020
Total value
$4.83B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting MORN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 309 institutions
Q1 2021: 309 institutionsQ2 2021: 295 institutionsQ3 2021: 318 institutionsQ4 2021: 341 institutionsQ1 2022: 336 institutionsQ2 2022: 325 institutionsQ3 2022: 311 institutionsQ4 2022: 318 institutionsQ1 2023: 302 institutionsQ2 2023: 294 institutionsQ3 2023: 325 institutionsQ4 2023: 353 institutionsQ1 2024: 385 institutionsQ2 2024: 393 institutionsQ3 2024: 412 institutionsQ4 2024: 451 institutionsQ1 2025: 464 institutionsQ2 2025: 481 institutionsQ3 2025: 452 institutionsQ4 2025: 475 institutionsQ1 2026: 447 institutionsQ2 2026: 420 institutions
Value heldQ1 2021: $4.83B
Q1 2021: $4.83BQ2 2021: $5.62BQ3 2021: $5.83BQ4 2021: $7.92BQ1 2022: $6.41BQ2 2022: $5.67BQ3 2022: $4.99BQ4 2022: $5.14BQ1 2023: $4.85BQ2 2023: $4.79BQ3 2023: $6.17BQ4 2023: $7.22BQ1 2024: $7.92BQ2 2024: $7.63BQ3 2024: $8.25BQ4 2024: $8.67BQ1 2025: $7.57BQ2 2025: $8.05BQ3 2025: $5.78BQ4 2025: $5.27BQ1 2026: $3.99BQ2 2026: $3.79B
Institutions holding MORN and their total value by quarter
QuarterHoldersValue
Q2 2026420$3.79B
Q1 2026447$3.99B
Q4 2025475$5.27B
Q3 2025452$5.78B
Q2 2025481$8.05B
Q1 2025464$7.57B
Q4 2024451$8.67B
Q3 2024412$8.25B
Q2 2024393$7.63B
Q1 2024385$7.92B
Q4 2023353$7.22B
Q3 2023325$6.17B
Q2 2023294$4.79B
Q1 2023302$4.85B
Q4 2022318$5.14B
Q3 2022311$4.99B
Q2 2022325$5.67B
Q1 2022336$6.41B
Q4 2021341$7.92B
Q3 2021318$5.83B
Q2 2021295$5.62B
Q1 2021309$4.83B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Morningstar, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding MORN in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Select Equity Group, L.P.3,069,099$690.7M2.52%––
Vanguard Group Inc2,350,787$529.0M0.01%––
Kayne Anderson Rudnick Investment Management LLC1,780,120$400.6M1.07%––
Bamco Inc1,299,618$292.5M0.72%––
Atlanta Capital Management Co L L C1,118,052$251.6M0.89%––
BlackRock Inc.1,103,691$248.4M0.01%––
Wasatch Advisors Inc837,105$188.4M0.85%––
FMR LLC769,382$173.1M0.01%––
JPMorgan Chase & Co597,167$134.4M0.02%––
Renaissance Technologies LLC505,970$113.9M0.14%––
Pendal Group Limited445,519$100.3M0.98%––
Artisan Partners Limited Partnership398,206$89.6M0.12%––
Royce & Associates LP334,400$75.3M0.51%––
Invesco Ltd.327,747$73.8M0.02%––
Bank of New York Mellon Corp321,776$72.4M0.01%––
Wells Fargo & Company316,103$71.1M0.02%––
Dimensional Fund Advisors LP315,910$71.1M0.02%––
Geode Capital Management, LLC302,873$68.2M0.01%––
Echo Street Capital Management LLC280,521$63.1M0.56%––
State Street Corp279,058$62.8M0.00%––
Norges Bank199,607$44.9M0.01%––
American Capital Management Inc192,175$43.2M1.31%––
New York State Common Retirement Fund184,674$41.6M0.05%––
Principal Financial Group Inc165,586$37.3M0.03%––
Mawer Investment Management Ltd.159,425$35.9M0.19%––
Lazard Asset Management LLC150,520$33.9M0.04%––
Bank of America Corp147,125$33.1M0.00%––
Nuveen Asset Management, LLC143,982$32.4M0.01%––
Loomis Sayles & Co L P135,396$30.5M0.04%––
Pelham Global Financials Ltd127,326$28.7M11.49%––
Millennium Management LLC125,340$28.2M0.04%––
Chicago Capital, LLC125,251$28.2M1.19%––
Goldman Sachs Group Inc120,371$27.1M0.01%––
Parametric Portfolio Associates LLC120,173$27.0M0.02%––
Charles Schwab Investment Management Inc116,722$26.3M0.01%––
Northern Trust Corp114,557$25.8M0.00%––
Confluence Investment Management LLC107,244$24.1M0.34%––
First Trust Advisors LP105,980$23.9M0.03%––
Parnassus Investments92,446$20.8M0.05%––
Arrowstreet Capital, Limited Partnership80,650$18.1M0.02%––
Cramer Rosenthal McGlynn LLC74,123$16.7M0.55%––
Morgan Stanley68,164$15.3M0.00%––
SEI Investments Co64,277$14.4M0.04%––
Copeland Capital Management, LLC63,790$14.4M0.45%––
Swiss National Bank53,800$12.1M0.01%––
California Public Employees Retirement System50,117$11.3M0.01%––
Northern Right Capital Management, L.P.49,108$11.1M3.38%––
TCW Group Inc47,759$10.7M0.10%––
Man Group plc47,743$10.7M0.05%––
Kornitzer Capital Management Inc45,800$10.3M0.17%––
Nicholas Company, Inc.42,875$9.65M0.18%––
UBS Asset Management Americas Inc38,960$8.77M0.00%––
California State Teachers Retirement System38,700$8.71M0.01%––
BNP PARIBAS ASSET MANAGEMENT Holding S.A.36,888$8.30M0.03%––
Stanley-Laman Group, Ltd.32,761$7.37M1.22%––
Credit Suisse AG32,611$7.34M0.01%––
Nordea Investment Management AB31,790$7.20M0.01%––
Victory Capital Management Inc31,954$7.19M0.01%––
Rhumbline Advisers28,323$6.37M0.01%––
State Board of Administration of Florida Retirement System28,121$6.33M0.01%––
AQR Capital Management LLC27,269$6.14M0.01%––
Citadel Advisors LLC26,425$5.95M0.01%––
Citigroup Inc25,095$5.65M0.01%––
YHB Investment Advisors, Inc.23,518$5.58M0.48%––
Fisher Asset Management, LLC24,247$5.46M0.00%––
Franklin Resources Inc23,389$5.26M0.00%––
Bank of Montreal21,648$5.05M0.00%––
Eaton Vance Management21,444$4.83M0.01%––
Commerce Bank19,853$4.47M0.03%––
Daiwa Securities Group Inc.19,307$4.34M0.03%––
Southeast Asset Advisors Inc.17,672$3.98M0.71%––
Stifel Financial Corp17,419$3.92M0.01%––
Legal & General Group Plc17,365$3.91M0.00%––
TownSquare Capital, LLC16,792$3.78M0.15%––
Marks Group Wealth Management, Inc16,551$3.73M0.55%––
MUFG Securities EMEA plc15,100$3.40M0.03%––
Atria Investments LLC14,415$3.24M0.07%––
US Bancorp14,039$3.16M0.01%––
Segall Bryant & Hamill, LLC13,917$3.13M0.03%––
VGI Partners Ltd13,864$3.12M0.28%––
Qube Research & Technologies Ltd13,702$3.08M0.05%––
Ceera Investments, LLC13,472$3.03M2.47%––
Cardinal Capital Management13,034$2.93M0.65%––
Natixis12,800$2.88M0.01%––
Public Employees Retirement System of Ohio12,565$2.83M0.01%––
Barclays PLC12,086$2.72M0.00%––
Skandinaviska Enskilda Banken AB (publ)11,500$2.59M0.02%––
Rafferty Asset Management, LLC10,901$2.45M0.02%––
Russell Investments Group, Ltd.10,550$2.37M0.00%––
Alliancebernstein L.P.10,235$2.30M0.00%––
B. Metzler seel. Sohn & Co. Holding AG10,032$2.26M0.04%––
Deutsche Bank AG10,030$2.26M0.00%––
Bright Rock Capital Management, LLC10,000$2.25M0.58%––
Tudor Investment Corp Et Al9,782$2.20M0.05%––
Bessemer Group Inc9,396$2.11M0.01%––
UBS Group AG9,386$2.11M0.00%––
State of Alaska, Department of Revenue9,319$2.10M0.02%––
D. E. Shaw & Co., Inc.9,137$2.06M0.00%––
Envestnet Asset Management Inc8,863$1.99M0.00%––
Oppenheimer Asset Management Inc.8,760$1.97M0.03%––