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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
Meeder Asset Management Inc2$00.00%––
Sofos Investments, Inc.0$300.00%––
Glassman Wealth Services4$1.00K0.00%––
NEXT Financial Group, Inc10$2.00K0.00%––
Patriot Financial Group Insurance Agency, LLC7$2.00K0.00%––
Lindbrook Capital, LLC7$2.00K0.00%––
Meridian Wealth Partners, LLC9$2.00K0.00%––
Concord Wealth Partners10$2.00K0.00%––
Atlas Private Wealth Advisors11$2.00K0.00%––
Harbour Investments, Inc.15$3.00K0.00%––
American Portfolios Advisors15$3.38K0.00%––
CWM, LLC14$4.00K0.00%––
BDO Wealth Advisors, LLC18$4.00K0.00%––
Nisa Investment Advisors, LLC20$5.00K0.00%––
Benjamin F. Edwards & Company, Inc.21$5.00K0.00%––
Valeo Financial Advisors, LLC20$5.00K0.00%––
Savior LLC22$5.00K0.01%––
Ameritas Investment Company, LLC24$5.40K0.00%––
TCI Wealth Advisors, Inc.28$6.00K0.00%––
Creative Financial Designs Inc33$7.00K0.00%––
Exchange Traded Concepts, LLC29$7.00K0.00%––
Arkadios Wealth Advisors35$7.00K0.00%––
Enterprise Financial Services Corp35$8.00K0.00%––
IFP Advisors, Inc37$8.00K0.00%––
Steward Partners Investment Advisory, LLC37$8.33K0.00%––
FourThought Financial, LLC48$10.0K0.00%––
Whittier Trust Co56$13.0K0.00%––
City Holding Co62$14.0K0.00%––
Manchester Financial Inc61$14.0K0.01%––
Allworth Financial LP68$15.0K0.00%––
Quadrant Capital Group LLC77$17.0K0.00%––
Cedar Mountain Advisors, LLC75$17.0K0.01%––
Bradley & Co. Private Wealth Management, LLC83$19.0K0.02%––
AdvisorNet Financial, Inc91$20.0K0.00%––
Fuller & Thaler Asset Management, Inc.95$21.0K0.00%––
First Horizon Advisors, Inc.95$21.0K0.00%––
Group One Trading, L.P.100$23.0K0.00%––
Rockefeller Capital Management L.P.107$24.0K0.00%––
Fifth Third Bancorp119$27.0K0.00%––
Van Eck Associates Corp124$28.0K0.00%––
Harvest Fund Management Co., Ltd158$35.0K0.00%––
Simon Quick Advisors, LLC162$36.0K0.01%––
Wolverine Asset Management LLC186$41.0K0.00%––
Versant Capital Management, Inc203$46.0K0.02%––
JJJ Advisors Inc.225$51.0K0.02%––
Twin Tree Management, LP241$54.0K0.00%––
Wolff Wiese Magana LLC253$57.0K0.04%––
Thompson Siegel & Walmsley LLC300$68.0K0.00%––
Ci Investments Inc.305$69.0K0.00%––
Northwestern Mutual Wealth Management Co315$70.0K0.00%––
McIlrath & Eck, LLC320$72.0K0.03%––
Spire Wealth Management323$73.0K0.00%––
Column Capital Advisors, LLC334$75.0K0.02%––
Point72 Hong Kong Ltd341$77.0K0.01%––
Central Trust Co400$90.0K0.00%––
American International Group, Inc.449$101.0K0.00%––
Simplex Trading, LLC465$104.0K0.01%––
Covington Capital Management470$106.0K0.00%––
Signaturefd, LLC489$110.0K0.00%––
North Star Investment Management Corp.525$118.0K0.01%––
Huntington National Bank541$122.0K0.00%––
SG Americas Securities, LLC626$141.0K0.00%––
Macquarie Group Ltd667$150.0K0.00%––
Altshuler Shaham Ltd686$154.0K0.00%––
Rational Advisors LLC718$162.0K0.03%––
Agf Investments Inc.744$167.0K0.00%––
O'Shaughnessy Asset Management, LLC768$173.0K0.00%––
Maverick Capital LtdSuperinvestorMaverick Capital857$193.0K0.00%––
Caxton Associates LP893$201.0K0.02%––
Mirae Asset Global Investments Co., Ltd.893$201.0K0.00%––
Evercore Wealth Management, LLC930$209.0K0.00%––
Great Valley Advisor Group, Inc.947$213.0K0.02%––
BNC Wealth Management, LLC950$214.0K0.15%––
First Manhattan Co993$223.0K0.00%––
Mitsubishi UFJ Trust & Banking Corp1,001$225.0K0.00%––
Bard Financial Services, Inc.1,000$225.0K0.02%––
LPL Financial LLC1,006$226.0K0.00%––
Commonwealth Equity Services, LLC1,026$230.0K0.00%––
Y-Intercept (Hong Kong) Ltd1,015$231.0K0.06%––
Cadent Capital Advisors, LLC1,041$234.0K0.10%––
Prudential Financial Inc1,047$236.0K0.00%––
Sowell Financial Services LLC928$242.0K0.01%––
Heartland Bank & Trust Co1,130$254.0K0.23%––
Procyon Private Wealth Partners, LLC1,132$255.0K0.12%––
Capital Investment Counsel, Inc1,150$259.0K0.07%––
Ensign Peak Advisors, Inc1,165$262.0K0.00%––
XTX Topco Ltd1,163$262.0K0.13%––
HBK Sorce Advisory LLC1,212$273.0K0.02%––
Jane Street Group, LLC1,271$286.0K0.00%––
JustInvest LLC1,279$288.0K0.04%––
CIBC Private Wealth Group, LLC1,304$293.0K0.00%––
The PNC Financial Services Group, Inc.1,327$298.0K0.00%––
HM Payson & Co1,350$304.0K0.01%––
Wolverine Trading, LLC1,343$305.0K0.01%––
Metropolitan Life Insurance Co1,390$312.8K0.00%––
Cresset Asset Management, LLC1,391$313.0K0.00%––
Navellier & Associates Inc1,394$314.0K0.06%––
First Republic Investment Management, Inc.1,423$320.0K0.00%––
Raymond James & Associates1,435$323.0K0.00%––
Montag A & Associates Inc1,440$324.0K0.02%––