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 |
|---|---|---|---|---|---|
| State of Alaska, Department of Revenue | 11,603 | $2.98M | 0.03% | +2,284+24.5% | Added |
| UBS Group AG | 11,813 | $3.04M | 0.00% | +2,427+25.9% | Added |
| Cardinal Capital Management | 12,067 | $3.10M | 0.66% | −967−7.4% | Reduced |
| Qube Research & Technologies Ltd | 12,564 | $3.23M | 0.04% | −1,138−8.3% | Reduced |
| Barclays PLC | 12,711 | $3.27M | 0.00% | +625+5.2% | Added |
| State of New Jersey Common Pension Fund D | 13,191 | $3.39M | 0.01% | +13,191 | New |
| Rafferty Asset Management, LLC | 13,246 | $3.41M | 0.02% | +2,345+21.5% | Added |
| Ceera Investments, LLC | 13,467 | $3.46M | 2.63% | −50.0% | Reduced |
| US Bancorp | 13,681 | $3.52M | 0.01% | −358−2.6% | Reduced |
| Public Employees Retirement System of Ohio | 13,995 | $3.60M | 0.01% | +1,430+11.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 14,056 | $3.61M | 0.01% | +11,010+361.5% | Added |
| Deutsche Bank AG | 14,345 | $3.69M | 0.00% | +4,315+43.0% | Added |
| HSBC Holdings PLC | 14,780 | $3.80M | 0.00% | +11,399+337.1% | Added |
| Atria Investments LLC | 15,341 | $3.94M | 0.08% | +926+6.4% | Added |
| Franklin Resources Inc | 15,563 | $4.00M | 0.00% | −7,826−33.5% | Reduced |
| Marks Group Wealth Management, Inc | 16,296 | $4.20M | 0.58% | −255−1.5% | Reduced |
| Stifel Financial Corp | 17,318 | $4.45M | 0.01% | −101−0.6% | Reduced |
| Jennison Associates LLC | 17,544 | $4.51M | 0.00% | +17,544 | New |
| TownSquare Capital, LLC | 18,070 | $4.64M | 0.15% | +1,278+7.6% | Added |
| Janus Henderson Group PLC | 18,086 | $4.65M | 0.00% | +10,374+134.5% | Added |
| Legal & General Group Plc | 18,394 | $4.73M | 0.00% | +1,029+5.9% | Added |
| Natixis | 18,700 | $4.81M | 0.02% | +5,900+46.1% | Added |
| Southeast Asset Advisors Inc. | 19,464 | $5.00M | 0.82% | +1,792+10.1% | Added |
| Commerce Bank | 19,665 | $5.06M | 0.04% | −188−0.9% | Reduced |
| Bank of Nova Scotia | 19,837 | $5.10M | 0.01% | +17,603+788.0% | Added |
| AQR Capital Management LLC | 21,035 | $5.37M | 0.01% | −6,234−22.9% | Reduced |
| Bank of Montreal | 23,005 | $5.90M | 0.00% | +1,357+6.3% | Added |
| YHB Investment Advisors, Inc. | 23,349 | $6.00M | 0.51% | −169−0.7% | Reduced |
| Fisher Asset Management, LLC | 24,362 | $6.26M | 0.00% | +115+0.5% | Added |
| Daiwa Securities Group Inc. | 25,490 | $6.55M | 0.04% | +6,183+32.0% | Added |
| Citigroup Inc | 25,617 | $6.59M | 0.01% | +522+2.1% | Added |
| State Board of Administration of Florida Retirement System | 27,753 | $7.14M | 0.01% | −368−1.3% | Reduced |
| Victory Capital Management Inc | 30,455 | $7.83M | 0.01% | −1,499−4.7% | Reduced |
| Credit Suisse AG | 30,616 | $7.87M | 0.01% | −1,995−6.1% | Reduced |
| Rhumbline Advisers | 31,477 | $8.09M | 0.01% | +3,154+11.1% | Added |
| Stanley-Laman Group, Ltd. | 33,594 | $8.64M | 1.23% | +833+2.5% | Added |
| Segall Bryant & Hamill, LLC | 35,115 | $9.03M | 0.09% | +21,198+152.3% | Added |
| Nicholas Company, Inc. | 35,225 | $9.06M | 0.16% | −7,650−17.8% | Reduced |
| Nordea Investment Management AB | 35,349 | $9.09M | 0.01% | +3,559+11.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 36,888 | $9.48M | 0.03% | 00.0% | Unchanged |
| California State Teachers Retirement System | 40,623 | $10.4M | 0.01% | +1,923+5.0% | Added |
| UBS Asset Management Americas Inc | 41,005 | $10.5M | 0.00% | +2,045+5.2% | Added |
| Man Group plc | 43,950 | $11.3M | 0.04% | −3,793−7.9% | Reduced |
| Kornitzer Capital Management Inc | 45,655 | $11.7M | 0.18% | −145−0.3% | Reduced |
| First Trust Advisors LP | 48,583 | $12.5M | 0.01% | −57,397−54.2% | Reduced |
| California Public Employees Retirement System | 51,328 | $13.2M | 0.01% | +1,211+2.4% | Added |
| Swiss National Bank | 52,100 | $13.4M | 0.01% | −1,700−3.2% | Reduced |
| Copeland Capital Management, LLC | 60,429 | $15.5M | 0.47% | −3,361−5.3% | Reduced |
| Northern Right Capital Management, L.P. | 61,108 | $15.7M | 4.77% | +12,000+24.4% | Added |
| Eaton Vance Management | 63,214 | $16.3M | 0.02% | +41,770+194.8% | Added |
| Goldman Sachs Group Inc | 63,720 | $16.4M | 0.00% | −56,651−47.1% | Reduced |
| TCW Group Inc | 64,898 | $16.7M | 0.14% | +17,139+35.9% | Added |
| Cramer Rosenthal McGlynn LLC | 70,191 | $18.0M | 0.58% | −3,932−5.3% | Reduced |
| SEI Investments Co | 71,326 | $18.4M | 0.04% | +7,049+11.0% | Added |
| VGI Partners Ltd | 78,784 | $20.3M | 1.60% | +64,920+468.3% | Added |
| Arrowstreet Capital, Limited Partnership | 87,750 | $22.6M | 0.03% | +7,100+8.8% | Added |
| Parnassus Investments | 92,446 | $23.8M | 0.05% | 00.0% | Unchanged |
| Morgan Stanley | 94,944 | $24.4M | 0.00% | +26,780+39.3% | Added |
| Confluence Investment Management LLC | 103,692 | $26.7M | 0.35% | −3,552−3.3% | Reduced |
| Principal Financial Group Inc | 108,054 | $27.8M | 0.02% | −57,532−34.7% | Reduced |
| Mawer Investment Management Ltd. | 112,125 | $28.8M | 0.14% | −47,300−29.7% | Reduced |
| Northern Trust Corp | 115,222 | $29.6M | 0.01% | +665+0.6% | Added |
| Parametric Portfolio Associates LLC | 117,525 | $30.2M | 0.02% | −2,648−2.2% | Reduced |
| New York State Common Retirement Fund | 119,719 | $30.8M | 0.03% | −64,955−35.2% | Reduced |
| Charles Schwab Investment Management Inc | 119,734 | $30.8M | 0.01% | +3,012+2.6% | Added |
| Chicago Capital, LLC | 120,842 | $31.1M | 1.21% | −4,409−3.5% | Reduced |
| Pelham Global Financials Ltd | 127,326 | $32.7M | 10.55% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 140,920 | $36.2M | 0.04% | +5,524+4.1% | Added |
| Bank of America Corp | 148,596 | $38.2M | 0.00% | +1,471+1.0% | Added |
| Lazard Asset Management LLC | 150,208 | $38.6M | 0.04% | −312−0.2% | Reduced |
| Nuveen Asset Management, LLC | 161,843 | $41.6M | 0.01% | +17,861+12.4% | Added |
| Millennium Management LLC | 190,517 | $49.0M | 0.06% | +65,177+52.0% | Added |
| American Capital Management Inc | 192,325 | $49.4M | 1.38% | +150+0.1% | Added |
| Norges Bank | 219,647 | $56.5M | 0.01% | +20,040+10.0% | Added |
| Praesidium Investment Management Company, LLC | 235,012 | $60.4M | 3.22% | +235,012 | New |
| Wells Fargo & Company | 260,782 | $67.0M | 0.02% | −55,321−17.5% | Reduced |
| Geode Capital Management, LLC | 308,689 | $79.4M | 0.01% | +5,816+1.9% | Added |
| Dimensional Fund Advisors LP | 313,741 | $80.7M | 0.03% | −2,169−0.7% | Reduced |
| Bank of New York Mellon Corp | 323,415 | $83.2M | 0.02% | +1,639+0.5% | Added |
| Invesco Ltd. | 325,156 | $83.6M | 0.02% | −2,591−0.8% | Reduced |
| Royce & Associates LP | 325,869 | $83.8M | 0.58% | −8,531−2.6% | Reduced |
| State Street Corp | 349,447 | $89.8M | 0.00% | +70,389+25.2% | Added |
| Echo Street Capital Management LLC | 446,257 | $114.7M | 0.88% | +165,736+59.1% | Added |
| Pendal Group Limited | 449,754 | $115.6M | 1.06% | +4,235+1.0% | Added |
| Artisan Partners Limited Partnership | 463,834 | $119.3M | 0.14% | +65,628+16.5% | Added |
| Renaissance Technologies LLC | 475,570 | $122.3M | 0.15% | −30,400−6.0% | Reduced |
| JPMorgan Chase & Co | 553,596 | $142.3M | 0.02% | −43,571−7.3% | Reduced |
| FMR LLC | 745,053 | $191.6M | 0.02% | −24,329−3.2% | Reduced |
| Wasatch Advisors Inc | 814,106 | $209.3M | 0.85% | −22,999−2.7% | Reduced |
| BlackRock Inc. | 1,050,231 | $270.0M | 0.01% | −53,460−4.8% | Reduced |
| Atlanta Capital Management Co L L C | 1,107,771 | $284.8M | 0.98% | −10,281−0.9% | Reduced |
| Bamco Inc | 1,215,209 | $312.4M | 0.72% | −84,409−6.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,356,976 | $348.9M | 0.86% | −423,144−23.8% | Reduced |
| Vanguard Group Inc | 2,364,436 | $607.9M | 0.02% | +13,649+0.6% | Added |
| Select Equity Group, L.P. | 3,636,995 | $935.1M | 3.20% | +567,896+18.5% | Added |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −15,100−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −11,500−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −9,782−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −7,018−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |