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 |
|---|---|---|---|---|---|
| Maryland State Retirement & Pension System | 1,727 | $443.0K | 0.01% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 1,800 | $463.0K | 0.14% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 1,800 | $463.0K | 0.01% | +1,800 | New |
| Great West Life Assurance Co | 1,815 | $466.0K | 0.00% | −82−4.3% | Reduced |
| Wellington Management Group LLP | 1,831 | $471.0K | 0.00% | +1,831 | New |
| Raymond James & Associates | 1,848 | $475.0K | 0.00% | +413+28.8% | Added |
| ProShare Advisors LLC | 1,852 | $476.0K | 0.00% | +79+4.5% | Added |
| Pekin Hardy Strauss, Inc. | 1,890 | $486.0K | 0.07% | +1+0.1% | Added |
| Precision Wealth Strategies, LLC | 1,895 | $487.0K | 0.42% | +248+15.1% | Added |
| Janney Montgomery Scott LLC | 1,920 | $494.0K | 0.00% | −9−0.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,948 | $501.0K | 0.04% | −4−0.2% | Reduced |
| Caxton Associates LP | 1,971 | $507.0K | 0.07% | +1,078+120.7% | Added |
| Welch & Forbes LLC | 1,986 | $510.0K | 0.01% | −2−0.1% | Reduced |
| Regentatlantic Capital LLC | 1,994 | $513.0K | 0.02% | +1,994 | New |
| Hanlon Investment Management, Inc. | 2,000 | $514.0K | 0.11% | 00.0% | Unchanged |
| Martingale Asset Management L P | 2,003 | $516.0K | 0.01% | −100−4.8% | Reduced |
| Dark Forest Capital Management LP | 2,144 | $551.0K | 0.24% | +2,144 | New |
| Panagora Asset Management Inc | 2,174 | $559.0K | 0.00% | +52+2.5% | Added |
| BCJ Capital Management, LLC | 2,185 | $562.0K | 0.06% | +267+13.9% | Added |
| Susquehanna International Group, LLP | 2,250 | $578.0K | 0.00% | −315−12.3% | Reduced |
| Pegasus Partners Ltd. | 2,276 | $585.0K | 0.11% | −942−29.3% | Reduced |
| Los Angeles Capital Management LLC | 2,306 | $593.0K | 0.00% | +556+31.8% | Added |
| Krane Funds Advisors LLC | 2,320 | $596.0K | 0.02% | +2,320 | New |
| Xponance, Inc. | 2,474 | $636.0K | 0.01% | +541+28.0% | Added |
| Navellier & Associates Inc | 2,486 | $639.0K | 0.10% | +1,092+78.3% | Added |
| AGF Investments LLC | 2,492 | $641.0K | 0.07% | −188−7.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,500 | $643.0K | 0.00% | −318−11.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 2,514 | $646.0K | 0.00% | +2,514 | New |
| Illinois Municipal Retirement Fund | 2,572 | $661.0K | 0.03% | +543+26.8% | Added |
| DekaBank Deutsche Girozentrale | 2,641 | $664.0K | 0.00% | 00.0% | Unchanged |
| BCGM Wealth Management, LLC | 2,635 | $666.0K | 0.39% | +305+13.1% | Added |
| SG Americas Securities, LLC | 2,770 | $712.0K | 0.00% | +2,144+342.5% | Added |
| Public Employees Retirement Association of Colorado | 2,787 | $717.0K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 2,792 | $718.0K | 0.00% | +49+1.8% | Added |
| Bradley Foster & Sargent Inc | 3,021 | $777.0K | 0.02% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 3,083 | $793.0K | 0.00% | +460+17.5% | Added |
| Avantax Advisory Services, Inc. | 3,220 | $827.0K | 0.02% | +395+14.0% | Added |
| Cubist Systematic Strategies, LLC | 3,373 | $867.0K | 0.01% | −4,423−56.7% | Reduced |
| Advisory Services Network, LLC | 3,440 | $884.0K | 0.03% | −6−0.2% | Reduced |
| Veritable, L.P. | 3,566 | $917.0K | 0.01% | +238+7.2% | Added |
| Jump Financial, LLC | 3,600 | $926.0K | 0.09% | +3,600 | New |
| Quantbot Technologies LP | 3,705 | $952.0K | 0.07% | −875−19.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 3,745 | $963.0K | 0.16% | +325+9.5% | Added |
| Fiera Capital Corp | 3,993 | $1.03M | 0.00% | +990+33.0% | Added |
| Grandeur Peak Global Advisors, LLC | 4,000 | $1.03M | 0.05% | 00.0% | Unchanged |
| Alphasimplex Group, LLC | 4,058 | $1.04M | 0.52% | −565−12.2% | Reduced |
| Virginia Retirement Systems Et Al | 4,200 | $1.08M | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,256 | $1.09M | 0.00% | +32+0.8% | Added |
| Handelsbanken Fonder AB | 4,272 | $1.10M | 0.01% | −400−8.6% | Reduced |
| Knowledge Leaders Capital, LLC | 4,435 | $1.14M | 0.76% | 00.0% | Unchanged |
| Utah Retirement Systems | 4,485 | $1.15M | 0.01% | +400+9.8% | Added |
| Voloridge Investment Management, LLC | 4,699 | $1.21M | 0.01% | −3,368−41.8% | Reduced |
| Motive Wealth Advisors | 4,807 | $1.24M | 0.88% | +4,807 | New |
| Winton Group Ltd | 4,882 | $1.25M | 0.07% | +27+0.6% | Added |
| Johnson Investment Counsel Inc | 4,954 | $1.27M | 0.02% | −277−5.3% | Reduced |
| Amalgamated Bank | 4,955 | $1.27M | 0.01% | +1,164+30.7% | Added |
| Clearbridge Investments, LLC | 5,089 | $1.31M | 0.00% | +472+10.2% | Added |
| Iridian Asset Management LLC | 5,090 | $1.31M | 0.02% | 00.0% | Unchanged |
| Ashford Capital Management Inc | 5,181 | $1.33M | 0.12% | +1,100+27.0% | Added |
| Black Creek Investment Management Inc. | 5,300 | $1.36M | 0.04% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 5,515 | $1.42M | 0.00% | −3,622−39.6% | Reduced |
| ExodusPoint Capital Management, LP | 5,548 | $1.43M | 0.02% | +1,464+35.8% | Added |
| Empire Life Investments Inc. | 5,586 | $1.44M | 0.09% | +318+6.0% | Added |
| Allstate Corp | 5,625 | $1.45M | 0.05% | −1,314−18.9% | Reduced |
| BNP Paribas Arbitrage, SA | 5,642 | $1.45M | 0.00% | −513−8.3% | Reduced |
| O'Shares Investment Advisers, LLC | 5,708 | $1.47M | 0.10% | +703+14.0% | Added |
| Eqis Capital Management, Inc. | 5,761 | $1.48M | 0.11% | +2,251+64.1% | Added |
| Farr Miller & Washington LLC | 5,776 | $1.49M | 0.10% | +540+10.3% | Added |
| Redmond Asset Management, LLC | 6,075 | $1.56M | 0.46% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 6,145 | $1.57M | 0.00% | +32+0.5% | Added |
| Buckingham Strategic Wealth, LLC | 6,224 | $1.60M | 0.04% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 6,296 | $1.62M | 0.01% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 6,400 | $1.65M | 1.29% | +400+6.7% | Added |
| Arizona State Retirement System | 6,421 | $1.65M | 0.01% | −437−6.4% | Reduced |
| Bessemer Group Inc | 6,456 | $1.66M | 0.00% | −2,940−31.3% | Reduced |
| Captrust Financial Advisors | 6,456 | $1.66M | 0.02% | +633+10.9% | Added |
| Bank of Stockton | 6,487 | $1.67M | 0.50% | −138−2.1% | Reduced |
| Pallas Capital Advisors LLC | 6,406 | $1.71M | 0.24% | +858+15.5% | Added |
| Russell Investments Group, Ltd. | 6,653 | $1.71M | 0.00% | −3,897−36.9% | Reduced |
| Sepio Capital, LP | 6,836 | $1.76M | 0.15% | −4−0.1% | Reduced |
| Vontobel Holding Ltd. | 7,000 | $1.80M | 0.02% | 00.0% | Unchanged |
| Truist Financial Corp | 7,261 | $1.87M | 0.00% | +1,544+27.0% | Added |
| Blair William & Co | 7,422 | $1.91M | 0.01% | −819−9.9% | Reduced |
| Impax Asset Management Group plc | 7,488 | $1.93M | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 7,744 | $1.98M | 0.00% | +282+3.8% | Added |
| Squarepoint Ops LLC | 7,748 | $1.99M | 0.01% | +446+6.1% | Added |
| Voya Investment Management LLC | 7,756 | $1.99M | 0.00% | +748+10.7% | Added |
| Treasurer of the State of North Carolina | 8,136 | $2.09M | 0.01% | +200+2.5% | Added |
| Henshaw Capital LLC | 8,225 | $2.11M | 0.13% | +10+0.1% | Added |
| M&T Bank Corp | 8,288 | $2.13M | 0.01% | +287+3.6% | Added |
| Oppenheimer Asset Management Inc. | 8,912 | $2.29M | 0.03% | +152+1.7% | Added |
| Kensington Investment Counsel, LLC | 8,971 | $2.31M | 1.58% | +209+2.4% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 9,853 | $2.53M | 0.04% | −179−1.8% | Reduced |
| George Kaiser Family Foundation | 9,918 | $2.55M | 0.41% | +9,918 | New |
| Bright Rock Capital Management, LLC | 10,000 | $2.57M | 0.62% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 10,140 | $2.61M | 0.00% | +1,830+22.0% | Added |
| Royal Bank of Canada | 10,555 | $2.71M | 0.00% | +5,053+91.8% | Added |
| Envestnet Asset Management Inc | 10,640 | $2.74M | 0.00% | +1,777+20.0% | Added |
| Citadel Advisors LLC | 11,067 | $2.85M | 0.00% | −15,358−58.1% | Reduced |
| Alliancebernstein L.P. | 11,141 | $2.86M | 0.00% | +906+8.9% | Added |