Skip to main content

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
Precision Wealth Strategies, LLC1,647$371.0K0.36%––
Spears Abacus Advisors LLC1,606$361.0K0.03%––
CIBC Asset Management Inc1,596$359.0K0.00%––
Assenagon Asset Management S.A.1,571$354.0K0.00%––
Parallel Advisors, LLC1,551$349.0K0.02%––
Seven Eight Capital, LP1,500$347.0K0.08%––
Creative Planning1,501$338.0K0.00%––
Connable Office Inc1,470$331.0K0.05%––
Private Trust Co NA1,472$331.0K0.05%––
Montag A & Associates Inc1,440$324.0K0.02%––
Raymond James & Associates1,435$323.0K0.00%––
First Republic Investment Management, Inc.1,423$320.0K0.00%––
Navellier & Associates Inc1,394$314.0K0.06%––
Cresset Asset Management, LLC1,391$313.0K0.00%––
Metropolitan Life Insurance Co1,390$312.8K0.00%––
Wolverine Trading, LLC1,343$305.0K0.01%––
HM Payson & Co1,350$304.0K0.01%––
The PNC Financial Services Group, Inc.1,327$298.0K0.00%––
CIBC Private Wealth Group, LLC1,304$293.0K0.00%––
JustInvest LLC1,279$288.0K0.04%––
Jane Street Group, LLC1,271$286.0K0.00%––
HBK Sorce Advisory LLC1,212$273.0K0.02%––
Ensign Peak Advisors, Inc1,165$262.0K0.00%––
XTX Topco Ltd1,163$262.0K0.13%––
Capital Investment Counsel, Inc1,150$259.0K0.07%––
Procyon Private Wealth Partners, LLC1,132$255.0K0.12%––
Heartland Bank & Trust Co1,130$254.0K0.23%––
Sowell Financial Services LLC928$242.0K0.01%––
Prudential Financial Inc1,047$236.0K0.00%––
Cadent Capital Advisors, LLC1,041$234.0K0.10%––
Y-Intercept (Hong Kong) Ltd1,015$231.0K0.06%––
Commonwealth Equity Services, LLC1,026$230.0K0.00%––
LPL Financial LLC1,006$226.0K0.00%––
Mitsubishi UFJ Trust & Banking Corp1,001$225.0K0.00%––
Bard Financial Services, Inc.1,000$225.0K0.02%––
First Manhattan Co993$223.0K0.00%––
BNC Wealth Management, LLC950$214.0K0.15%––
Great Valley Advisor Group, Inc.947$213.0K0.02%––
Evercore Wealth Management, LLC930$209.0K0.00%––
Caxton Associates LP893$201.0K0.02%––
Mirae Asset Global Investments Co., Ltd.893$201.0K0.00%––
Maverick Capital LtdSuperinvestorMaverick Capital857$193.0K0.00%––
O'Shaughnessy Asset Management, LLC768$173.0K0.00%––
Agf Investments Inc.744$167.0K0.00%––
Rational Advisors LLC718$162.0K0.03%––
Altshuler Shaham Ltd686$154.0K0.00%––
Macquarie Group Ltd667$150.0K0.00%––
SG Americas Securities, LLC626$141.0K0.00%––
Huntington National Bank541$122.0K0.00%––
North Star Investment Management Corp.525$118.0K0.01%––
Signaturefd, LLC489$110.0K0.00%––
Covington Capital Management470$106.0K0.00%––
Simplex Trading, LLC465$104.0K0.01%––
American International Group, Inc.449$101.0K0.00%––
Central Trust Co400$90.0K0.00%––
Point72 Hong Kong Ltd341$77.0K0.01%––
Column Capital Advisors, LLC334$75.0K0.02%––
Spire Wealth Management323$73.0K0.00%––
McIlrath & Eck, LLC320$72.0K0.03%––
Northwestern Mutual Wealth Management Co315$70.0K0.00%––
Ci Investments Inc.305$69.0K0.00%––
Thompson Siegel & Walmsley LLC300$68.0K0.00%––
Wolff Wiese Magana LLC253$57.0K0.04%––
Twin Tree Management, LP241$54.0K0.00%––
JJJ Advisors Inc.225$51.0K0.02%––
Versant Capital Management, Inc203$46.0K0.02%––
Wolverine Asset Management LLC186$41.0K0.00%––
Simon Quick Advisors, LLC162$36.0K0.01%––
Harvest Fund Management Co., Ltd158$35.0K0.00%––
Van Eck Associates Corp124$28.0K0.00%––
Fifth Third Bancorp119$27.0K0.00%––
Rockefeller Capital Management L.P.107$24.0K0.00%––
Group One Trading, L.P.100$23.0K0.00%––
Fuller & Thaler Asset Management, Inc.95$21.0K0.00%––
First Horizon Advisors, Inc.95$21.0K0.00%––
AdvisorNet Financial, Inc91$20.0K0.00%––
Bradley & Co. Private Wealth Management, LLC83$19.0K0.02%––
Quadrant Capital Group LLC77$17.0K0.00%––
Cedar Mountain Advisors, LLC75$17.0K0.01%––
Allworth Financial LP68$15.0K0.00%––
City Holding Co62$14.0K0.00%––
Manchester Financial Inc61$14.0K0.01%––
Whittier Trust Co56$13.0K0.00%––
FourThought Financial, LLC48$10.0K0.00%––
Steward Partners Investment Advisory, LLC37$8.33K0.00%––
Enterprise Financial Services Corp35$8.00K0.00%––
IFP Advisors, Inc37$8.00K0.00%––
Creative Financial Designs Inc33$7.00K0.00%––
Exchange Traded Concepts, LLC29$7.00K0.00%––
Arkadios Wealth Advisors35$7.00K0.00%––
TCI Wealth Advisors, Inc.28$6.00K0.00%––
Ameritas Investment Company, LLC24$5.40K0.00%––
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%––
CWM, LLC14$4.00K0.00%––
BDO Wealth Advisors, LLC18$4.00K0.00%––
American Portfolios Advisors15$3.38K0.00%––
Harbour Investments, Inc.15$3.00K0.00%––