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, Q2 2021
Institutional positions in Morningstar, Inc. as of Jun 30, 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
- 295
- −14 vs. Q1 2021
- Shares held
- 21.9M
- +398.2K (+1.9%) vs. Q1 2021
- Total value
- $5.62B
- +$790.4M (+16.4%) vs. Q1 2021
- New holders
- 26
- 118 more added
- Sold out
- 40
- 90 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 420 | $3.79B |
| Q1 2026 | 447 | $3.99B |
| Q4 2025 | 475 | $5.27B |
| Q3 2025 | 452 | $5.78B |
| Q2 2025 | 481 | $8.05B |
| Q1 2025 | 464 | $7.57B |
| Q4 2024 | 451 | $8.67B |
| Q3 2024 | 412 | $8.25B |
| Q2 2024 | 393 | $7.63B |
| Q1 2024 | 385 | $7.92B |
| Q4 2023 | 353 | $7.22B |
| Q3 2023 | 325 | $6.17B |
| Q2 2023 | 294 | $4.79B |
| Q1 2023 | 302 | $4.85B |
| Q4 2022 | 318 | $5.14B |
| Q3 2022 | 311 | $4.99B |
| Q2 2022 | 325 | $5.67B |
| Q1 2022 | 336 | $6.41B |
| Q4 2021 | 341 | $7.92B |
| Q3 2021 | 318 | $5.83B |
| Q2 2021 | 295 | $5.62B |
| Q1 2021 | 309 | $4.83B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Morningstar, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Select Equity Group, L.P. | 3,636,995 | $935.1M | 3.20% | +567,896+18.5% | Added |
| Vanguard Group Inc | 2,364,436 | $607.9M | 0.02% | +13,649+0.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,356,976 | $348.9M | 0.86% | −423,144−23.8% | Reduced |
| Bamco Inc | 1,215,209 | $312.4M | 0.72% | −84,409−6.5% | Reduced |
| Atlanta Capital Management Co L L C | 1,107,771 | $284.8M | 0.98% | −10,281−0.9% | Reduced |
| BlackRock Inc. | 1,050,231 | $270.0M | 0.01% | −53,460−4.8% | Reduced |
| Wasatch Advisors Inc | 814,106 | $209.3M | 0.85% | −22,999−2.7% | Reduced |
| FMR LLC | 745,053 | $191.6M | 0.02% | −24,329−3.2% | Reduced |
| JPMorgan Chase & Co | 553,596 | $142.3M | 0.02% | −43,571−7.3% | Reduced |
| Renaissance Technologies LLC | 475,570 | $122.3M | 0.15% | −30,400−6.0% | Reduced |
| Artisan Partners Limited Partnership | 463,834 | $119.3M | 0.14% | +65,628+16.5% | Added |
| Pendal Group Limited | 449,754 | $115.6M | 1.06% | +4,235+1.0% | Added |
| Echo Street Capital Management LLC | 446,257 | $114.7M | 0.88% | +165,736+59.1% | Added |
| State Street Corp | 349,447 | $89.8M | 0.00% | +70,389+25.2% | Added |
| Royce & Associates LP | 325,869 | $83.8M | 0.58% | −8,531−2.6% | Reduced |
| Invesco Ltd. | 325,156 | $83.6M | 0.02% | −2,591−0.8% | Reduced |
| Bank of New York Mellon Corp | 323,415 | $83.2M | 0.02% | +1,639+0.5% | Added |
| Dimensional Fund Advisors LP | 313,741 | $80.7M | 0.03% | −2,169−0.7% | Reduced |
| Geode Capital Management, LLC | 308,689 | $79.4M | 0.01% | +5,816+1.9% | Added |
| Wells Fargo & Company | 260,782 | $67.0M | 0.02% | −55,321−17.5% | Reduced |
| Praesidium Investment Management Company, LLC | 235,012 | $60.4M | 3.22% | +235,012 | New |
| Norges Bank | 219,647 | $56.5M | 0.01% | +20,040+10.0% | Added |
| American Capital Management Inc | 192,325 | $49.4M | 1.38% | +150+0.1% | Added |
| Millennium Management LLC | 190,517 | $49.0M | 0.06% | +65,177+52.0% | Added |
| Nuveen Asset Management, LLC | 161,843 | $41.6M | 0.01% | +17,861+12.4% | Added |
| Lazard Asset Management LLC | 150,208 | $38.6M | 0.04% | −312−0.2% | Reduced |
| Bank of America Corp | 148,596 | $38.2M | 0.00% | +1,471+1.0% | Added |
| Loomis Sayles & Co L P | 140,920 | $36.2M | 0.04% | +5,524+4.1% | Added |
| Pelham Global Financials Ltd | 127,326 | $32.7M | 10.55% | 00.0% | Unchanged |
| Chicago Capital, LLC | 120,842 | $31.1M | 1.21% | −4,409−3.5% | Reduced |
| Charles Schwab Investment Management Inc | 119,734 | $30.8M | 0.01% | +3,012+2.6% | Added |
| New York State Common Retirement Fund | 119,719 | $30.8M | 0.03% | −64,955−35.2% | Reduced |
| Parametric Portfolio Associates LLC | 117,525 | $30.2M | 0.02% | −2,648−2.2% | Reduced |
| Northern Trust Corp | 115,222 | $29.6M | 0.01% | +665+0.6% | Added |
| Mawer Investment Management Ltd. | 112,125 | $28.8M | 0.14% | −47,300−29.7% | Reduced |
| Principal Financial Group Inc | 108,054 | $27.8M | 0.02% | −57,532−34.7% | Reduced |
| Confluence Investment Management LLC | 103,692 | $26.7M | 0.35% | −3,552−3.3% | Reduced |
| Morgan Stanley | 94,944 | $24.4M | 0.00% | +26,780+39.3% | Added |
| Parnassus Investments | 92,446 | $23.8M | 0.05% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 87,750 | $22.6M | 0.03% | +7,100+8.8% | Added |
| VGI Partners Ltd | 78,784 | $20.3M | 1.60% | +64,920+468.3% | Added |
| SEI Investments Co | 71,326 | $18.4M | 0.04% | +7,049+11.0% | Added |
| Cramer Rosenthal McGlynn LLC | 70,191 | $18.0M | 0.58% | −3,932−5.3% | Reduced |
| TCW Group Inc | 64,898 | $16.7M | 0.14% | +17,139+35.9% | Added |
| Goldman Sachs Group Inc | 63,720 | $16.4M | 0.00% | −56,651−47.1% | Reduced |
| Eaton Vance Management | 63,214 | $16.3M | 0.02% | +41,770+194.8% | Added |
| Northern Right Capital Management, L.P. | 61,108 | $15.7M | 4.77% | +12,000+24.4% | Added |
| Copeland Capital Management, LLC | 60,429 | $15.5M | 0.47% | −3,361−5.3% | Reduced |
| Swiss National Bank | 52,100 | $13.4M | 0.01% | −1,700−3.2% | Reduced |
| California Public Employees Retirement System | 51,328 | $13.2M | 0.01% | +1,211+2.4% | Added |
| First Trust Advisors LP | 48,583 | $12.5M | 0.01% | −57,397−54.2% | Reduced |
| Kornitzer Capital Management Inc | 45,655 | $11.7M | 0.18% | −145−0.3% | Reduced |
| Man Group plc | 43,950 | $11.3M | 0.04% | −3,793−7.9% | Reduced |
| UBS Asset Management Americas Inc | 41,005 | $10.5M | 0.00% | +2,045+5.2% | Added |
| California State Teachers Retirement System | 40,623 | $10.4M | 0.01% | +1,923+5.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 36,888 | $9.48M | 0.03% | 00.0% | Unchanged |
| Nordea Investment Management AB | 35,349 | $9.09M | 0.01% | +3,559+11.2% | Added |
| Nicholas Company, Inc. | 35,225 | $9.06M | 0.16% | −7,650−17.8% | Reduced |
| Segall Bryant & Hamill, LLC | 35,115 | $9.03M | 0.09% | +21,198+152.3% | Added |
| Stanley-Laman Group, Ltd. | 33,594 | $8.64M | 1.23% | +833+2.5% | Added |
| Rhumbline Advisers | 31,477 | $8.09M | 0.01% | +3,154+11.1% | Added |
| Credit Suisse AG | 30,616 | $7.87M | 0.01% | −1,995−6.1% | Reduced |
| Victory Capital Management Inc | 30,455 | $7.83M | 0.01% | −1,499−4.7% | Reduced |
| State Board of Administration of Florida Retirement System | 27,753 | $7.14M | 0.01% | −368−1.3% | Reduced |
| Citigroup Inc | 25,617 | $6.59M | 0.01% | +522+2.1% | Added |
| Daiwa Securities Group Inc. | 25,490 | $6.55M | 0.04% | +6,183+32.0% | Added |
| Fisher Asset Management, LLC | 24,362 | $6.26M | 0.00% | +115+0.5% | Added |
| YHB Investment Advisors, Inc. | 23,349 | $6.00M | 0.51% | −169−0.7% | Reduced |
| Bank of Montreal | 23,005 | $5.90M | 0.00% | +1,357+6.3% | Added |
| AQR Capital Management LLC | 21,035 | $5.37M | 0.01% | −6,234−22.9% | Reduced |
| Bank of Nova Scotia | 19,837 | $5.10M | 0.01% | +17,603+788.0% | Added |
| Commerce Bank | 19,665 | $5.06M | 0.04% | −188−0.9% | Reduced |
| Southeast Asset Advisors Inc. | 19,464 | $5.00M | 0.82% | +1,792+10.1% | Added |
| Natixis | 18,700 | $4.81M | 0.02% | +5,900+46.1% | Added |
| Legal & General Group Plc | 18,394 | $4.73M | 0.00% | +1,029+5.9% | Added |
| Janus Henderson Group PLC | 18,086 | $4.65M | 0.00% | +10,374+134.5% | Added |
| TownSquare Capital, LLC | 18,070 | $4.64M | 0.15% | +1,278+7.6% | Added |
| Jennison Associates LLC | 17,544 | $4.51M | 0.00% | +17,544 | New |
| Stifel Financial Corp | 17,318 | $4.45M | 0.01% | −101−0.6% | Reduced |
| Marks Group Wealth Management, Inc | 16,296 | $4.20M | 0.58% | −255−1.5% | Reduced |
| Franklin Resources Inc | 15,563 | $4.00M | 0.00% | −7,826−33.5% | Reduced |
| Atria Investments LLC | 15,341 | $3.94M | 0.08% | +926+6.4% | Added |
| HSBC Holdings PLC | 14,780 | $3.80M | 0.00% | +11,399+337.1% | Added |
| Deutsche Bank AG | 14,345 | $3.69M | 0.00% | +4,315+43.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 14,056 | $3.61M | 0.01% | +11,010+361.5% | Added |
| Public Employees Retirement System of Ohio | 13,995 | $3.60M | 0.01% | +1,430+11.4% | Added |
| US Bancorp | 13,681 | $3.52M | 0.01% | −358−2.6% | Reduced |
| Ceera Investments, LLC | 13,467 | $3.46M | 2.63% | −50.0% | Reduced |
| Rafferty Asset Management, LLC | 13,246 | $3.41M | 0.02% | +2,345+21.5% | Added |
| State of New Jersey Common Pension Fund D | 13,191 | $3.39M | 0.01% | +13,191 | New |
| Barclays PLC | 12,711 | $3.27M | 0.00% | +625+5.2% | Added |
| Qube Research & Technologies Ltd | 12,564 | $3.23M | 0.04% | −1,138−8.3% | Reduced |
| Cardinal Capital Management | 12,067 | $3.10M | 0.66% | −967−7.4% | Reduced |
| UBS Group AG | 11,813 | $3.04M | 0.00% | +2,427+25.9% | Added |
| State of Alaska, Department of Revenue | 11,603 | $2.98M | 0.03% | +2,284+24.5% | Added |
| Alliancebernstein L.P. | 11,141 | $2.86M | 0.00% | +906+8.9% | Added |
| Citadel Advisors LLC | 11,067 | $2.85M | 0.00% | −15,358−58.1% | Reduced |
| Envestnet Asset Management Inc | 10,640 | $2.74M | 0.00% | +1,777+20.0% | Added |
| Royal Bank of Canada | 10,555 | $2.71M | 0.00% | +5,053+91.8% | Added |
| Price T Rowe Associates Inc | 10,140 | $2.61M | 0.00% | +1,830+22.0% | Added |