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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
Connable Office Inc1,470$331.0K0.05%––
Private Trust Co NA1,472$331.0K0.05%––
Creative Planning1,501$338.0K0.00%––
Seven Eight Capital, LP1,500$347.0K0.08%––
Parallel Advisors, LLC1,551$349.0K0.02%––
Assenagon Asset Management S.A.1,571$354.0K0.00%––
CIBC Asset Management Inc1,596$359.0K0.00%––
Spears Abacus Advisors LLC1,606$361.0K0.03%––
Gotham Asset Management, LLC1,647$371.0K0.02%––
Precision Wealth Strategies, LLC1,647$371.0K0.36%––
Pictet Asset Management Ltd1,700$383.0K0.00%––
Trexquant Investment LP1,727$389.0K0.04%––
Maryland State Retirement & Pension System1,727$389.0K0.01%––
Los Angeles Capital Management LLC1,750$394.0K0.00%––
Gyon Technologies Capital Management, LP1,756$395.0K0.17%––
ProShare Advisors LLC1,773$399.0K0.00%––
Spectrum Asset Management, Inc. (NB/CA)1,800$405.0K0.12%––
Great West Life Assurance Co1,897$422.0K0.00%––
Pekin Hardy Strauss, Inc.1,889$425.0K0.07%––
BCJ Capital Management, LLC1,918$432.0K0.05%––
Janney Montgomery Scott LLC1,929$434.0K0.00%––
Xponance, Inc.1,933$435.0K0.01%––
Vestmark Advisory Solutions, Inc.1,952$439.0K0.04%––
Mackay Shields LLC1,955$440.0K0.00%––
Welch & Forbes LLC1,988$448.0K0.01%––
Hanlon Investment Management, Inc.2,000$450.0K0.10%––
Illinois Municipal Retirement Fund2,029$457.0K0.02%––
Martingale Asset Management L P2,103$474.0K0.01%––
Panagora Asset Management Inc2,122$478.0K0.00%––
Bank of Nova Scotia2,234$503.0K0.00%––
Dynamic Technology Lab Private Ltd2,316$521.0K0.06%––
Tuttle Tactical Management2,387$537.0K0.21%––
BCGM Wealth Management, LLC2,330$549.0K0.38%––
Susquehanna International Group, LLP2,565$577.0K0.00%––
Teacher Retirement System of Texas2,623$590.0K0.00%––
DekaBank Deutsche Girozentrale2,641$593.0K0.00%––
Globeflex Capital L P2,650$596.0K0.11%––
AGF Investments LLC2,680$603.0K0.07%––
State of Wisconsin Investment Board2,743$617.0K0.00%––
Tower Research Capital LLC (TRC)2,750$619.0K0.01%––
Engineers Gate Manager LP2,751$619.0K0.03%––
Twinbeech Capital LP2,750$619.0K0.09%––
Public Employees Retirement Association of Colorado2,787$627.0K0.00%––
ETF Managers Group, LLC2,765$628.0K0.01%––
Zurcher Kantonalbank (Zurich Cantonalbank)2,818$634.0K0.00%––
Avantax Advisory Services, Inc.2,825$636.0K0.01%––
Virtu Financial LLC2,875$647.0K0.05%––
Fiera Capital Corp3,003$676.0K0.00%––
Bradley Foster & Sargent Inc3,021$680.0K0.02%––
Healthcare of Ontario Pension Plan Trust Fund3,046$685.0K0.00%––
Paloma Partners Management Co3,159$711.0K0.02%––
Pegasus Partners Ltd.3,218$724.0K0.16%––
Veritable, L.P.3,328$749.0K0.01%––
HSBC Holdings PLC3,381$766.0K0.00%––
Baker Tilly Wealth Management, LLC3,420$770.0K0.16%––
Advisory Services Network, LLC3,446$776.0K0.03%––
Eqis Capital Management, Inc.3,510$790.0K0.06%––
Amalgamated Bank3,791$853.0K0.03%––
Grandeur Peak Global Advisors, LLC4,000$900.0K0.05%––
Ashford Capital Management Inc4,081$918.0K0.09%––
ExodusPoint Capital Management, LP4,084$919.0K0.02%––
Utah Retirement Systems4,085$920.0K0.01%––
Virginia Retirement Systems Et Al4,200$945.0K0.01%––
Advisor Group Holdings, Inc.4,224$953.0K0.00%––
Berkeley, Inc4,258$958.2K0.71%––
Knowledge Leaders Capital, LLC4,435$998.0K0.79%––
Quantbot Technologies LP4,580$1.03M0.10%––
Clearbridge Investments, LLC4,617$1.04M0.00%––
Alphasimplex Group, LLC4,623$1.04M0.43%––
tru Independence LLC4,628$1.04M0.20%––
Handelsbanken Fonder AB4,672$1.05M0.01%––
Winton Group Ltd4,855$1.09M0.06%––
O'Shares Investment Advisers, LLC5,005$1.13M0.08%––
Iridian Asset Management LLC5,090$1.15M0.02%––
NN Investment Partners Holdings N.V.5,185$1.17M0.01%––
Johnson Investment Counsel Inc5,231$1.18M0.02%––
Farr Miller & Washington LLC5,236$1.18M0.08%––
Empire Life Investments Inc.5,268$1.19M0.08%––
Black Creek Investment Management Inc.5,300$1.19M0.04%––
Royal Bank of Canada5,502$1.24M0.00%––
Truist Financial Corp5,717$1.29M0.00%––
Captrust Financial Advisors5,823$1.31M0.01%––
Canada Pension Plan Investment Board6,000$1.35M0.00%––
Yorktown Management & Research Co Inc6,000$1.35M1.12%––
Redmond Asset Management, LLC6,075$1.37M0.43%––
HighTower Advisors, LLC6,113$1.38M0.00%––
BNP Paribas Arbitrage, SA6,155$1.39M0.00%––
Buckingham Strategic Wealth, LLC6,224$1.40M0.07%––
Pallas Capital Advisors LLC5,548$1.41M0.31%––
Private Advisor Group, LLC6,296$1.42M0.01%––
Bank of Stockton6,625$1.49M0.49%––
Sepio Capital, LP6,840$1.54M0.14%––
Arizona State Retirement System6,858$1.54M0.01%––
Allstate Corp6,939$1.56M0.05%––
Vontobel Holding Ltd.7,000$1.57M0.01%––
Voya Investment Management LLC7,008$1.58M0.00%––
AlphaCrest Capital Management LLC7,018$1.58M0.09%––
Squarepoint Ops LLC7,302$1.64M0.02%––
Neuberger Berman Group LLC7,462$1.67M0.00%––
Impax Asset Management Group plc7,488$1.69M0.01%––