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 |
|---|---|---|---|---|---|
| Glassman Wealth Services | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 3 | $1.00K | 0.00% | +1+50.0% | Added |
| Northwestern Mutual Wealth Management Co | 9 | $2.00K | 0.00% | −306−97.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 6 | $2.00K | 0.00% | −1−14.3% | Reduced |
| Lindbrook Capital, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 15 | $3.86K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 14 | $4.00K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 20 | $5.14K | 0.00% | +20 | New |
| Savior LLC | 22 | $6.00K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 28 | $7.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 33 | $8.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 35 | $8.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 29 | $8.00K | 0.00% | +14+93.3% | Added |
| Enterprise Financial Services Corp | 35 | $9.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 38 | $10.0K | 0.00% | +1+2.7% | Added |
| FourThought Financial, LLC | 44 | $11.0K | 0.00% | −4−8.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 45 | $12.0K | 0.00% | −50−52.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 46 | $12.0K | 0.00% | +46 | New |
| Whittier Trust Co | 56 | $14.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 62 | $16.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 68 | $17.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 75 | $19.0K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 75 | $19.0K | 0.00% | +75 | New |
| Quadrant Capital Group LLC | 77 | $20.0K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 83 | $21.0K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 91 | $23.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 95 | $24.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 100 | $26.0K | 0.00% | +100 | New |
| Rockefeller Capital Management L.P. | 107 | $27.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 119 | $31.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 143 | $37.0K | 0.00% | −398−73.6% | Reduced |
| Tower Research Capital LLC (TRC) | 146 | $38.0K | 0.00% | −2,604−94.7% | Reduced |
| Simon Quick Advisors, LLC | 162 | $41.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 174 | $45.0K | 0.00% | −512−74.6% | Reduced |
| Versant Capital Management, Inc | 207 | $53.0K | 0.02% | +4+2.0% | Added |
| CVA Family Office, LLC | 228 | $59.0K | 0.02% | +228 | New |
| Simplex Trading, LLC | 238 | $61.0K | 0.00% | −227−48.8% | Reduced |
| JJJ Advisors Inc. | 238 | $61.0K | 0.02% | +13+5.8% | Added |
| Wolff Wiese Magana LLC | 250 | $64.0K | 0.05% | −3−1.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 300 | $77.0K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 318 | $82.0K | 0.00% | +194+156.5% | Added |
| Spire Wealth Management | 323 | $83.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 342 | $88.0K | 0.02% | +8+2.4% | Added |
| McIlrath & Eck, LLC | 341 | $88.0K | 0.03% | +21+6.6% | Added |
| Central Trust Co | 367 | $94.0K | 0.00% | −33−8.3% | Reduced |
| Covington Capital Management | 375 | $96.0K | 0.00% | −95−20.2% | Reduced |
| Harvest Fund Management Co., Ltd | 414 | $105.0K | 0.01% | +256+162.0% | Added |
| Signaturefd, LLC | 473 | $122.0K | 0.00% | −16−3.3% | Reduced |
| American International Group, Inc. | 475 | $122.0K | 0.00% | +26+5.8% | Added |
| Ci Investments Inc. | 498 | $128.0K | 0.00% | +193+63.3% | Added |
| North Star Investment Management Corp. | 597 | $153.0K | 0.01% | +72+13.7% | Added |
| Macquarie Group Ltd | 667 | $171.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 766 | $197.0K | 0.00% | −2−0.3% | Reduced |
| Agf Investments Inc. | 776 | $200.0K | 0.00% | +32+4.3% | Added |
| Roberts Glore & Co Inc | 790 | $203.0K | 0.06% | +790 | New |
| Associated Banc-Corp | 829 | $213.0K | 0.01% | +829 | New |
| GWM Advisors LLC | 844 | $217.0K | 0.01% | +844 | New |
| Shell Asset Management Co | 849 | $218.0K | 0.00% | +849 | New |
| Zacks Investment Management | 866 | $223.0K | 0.00% | +866 | New |
| Manufacturers Life Insurance Company, The | 870 | $224.0K | 0.00% | +870 | New |
| Evercore Wealth Management, LLC | 887 | $228.0K | 0.00% | −43−4.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 904 | $232.0K | 0.00% | +11+1.2% | Added |
| Berkeley, Inc | 911 | $234.3K | 0.17% | −3,347−78.6% | Reduced |
| Commonwealth Equity Services, LLC | 976 | $250.0K | 0.00% | −50−4.9% | Reduced |
| First Manhattan Co | 993 | $255.0K | 0.00% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 1,000 | $257.0K | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 1,034 | $266.0K | 0.03% | −245−19.2% | Reduced |
| Cadent Capital Advisors, LLC | 1,041 | $268.0K | 0.11% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 1,047 | $269.0K | 0.01% | −296−22.0% | Reduced |
| Prudential Financial Inc | 1,062 | $273.0K | 0.00% | +15+1.4% | Added |
| Gotham Asset Management, LLC | 1,093 | $281.0K | 0.01% | −554−33.6% | Reduced |
| PEAK6 Investments LLC | 1,118 | $288.0K | 0.01% | +1,118 | New |
| Procyon Private Wealth Partners, LLC | 1,132 | $291.0K | 0.08% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 1,130 | $291.0K | 0.27% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 1,150 | $296.0K | 0.07% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,164 | $300.0K | 0.00% | −163−12.3% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,177 | $303.0K | 0.00% | +320+37.3% | Added |
| HBK Sorce Advisory LLC | 1,229 | $316.0K | 0.02% | +17+1.4% | Added |
| CIBC Private Wealth Group, LLC | 1,304 | $335.0K | 0.00% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 1,309 | $337.0K | 0.01% | +1,309 | New |
| HM Payson & Co | 1,350 | $347.0K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 1,394 | $358.0K | 0.00% | −107−7.1% | Reduced |
| Fiduciary Trust Co | 1,411 | $363.0K | 0.01% | +1,411 | New |
| Cresset Asset Management, LLC | 1,416 | $364.0K | 0.01% | +25+1.8% | Added |
| Montag A & Associates Inc | 1,440 | $370.0K | 0.02% | 00.0% | Unchanged |
| Connable Office Inc | 1,470 | $378.0K | 0.05% | 00.0% | Unchanged |
| Private Trust Co NA | 1,472 | $378.0K | 0.06% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 1,493 | $384.0K | 0.00% | +70+4.9% | Added |
| Metropolitan Life Insurance Co | 1,513 | $389.0K | 0.01% | +123+8.8% | Added |
| Pictet Asset Management Ltd | 1,530 | $393.0K | 0.00% | −170−10.0% | Reduced |
| Parallel Advisors, LLC | 1,548 | $398.0K | 0.02% | −3−0.2% | Reduced |
| LPL Financial LLC | 1,549 | $398.0K | 0.00% | +543+54.0% | Added |
| CIBC Asset Management Inc | 1,596 | $410.0K | 0.00% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 1,606 | $413.0K | 0.03% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 1,693 | $435.0K | 0.00% | +122+7.8% | Added |