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 |
|---|---|---|---|---|---|
| Bright Rock Capital Management, LLC | 10,000 | $2.57M | 0.62% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 9,918 | $2.55M | 0.41% | +9,918 | New |
| B. Metzler seel. Sohn & Co. Holding AG | 9,853 | $2.53M | 0.04% | −179−1.8% | Reduced |
| Kensington Investment Counsel, LLC | 8,971 | $2.31M | 1.58% | +209+2.4% | Added |
| Oppenheimer Asset Management Inc. | 8,912 | $2.29M | 0.03% | +152+1.7% | Added |
| M&T Bank Corp | 8,288 | $2.13M | 0.01% | +287+3.6% | Added |
| Henshaw Capital LLC | 8,225 | $2.11M | 0.13% | +10+0.1% | Added |
| Treasurer of the State of North Carolina | 8,136 | $2.09M | 0.01% | +200+2.5% | Added |
| Voya Investment Management LLC | 7,756 | $1.99M | 0.00% | +748+10.7% | Added |
| Squarepoint Ops LLC | 7,748 | $1.99M | 0.01% | +446+6.1% | Added |
| Neuberger Berman Group LLC | 7,744 | $1.98M | 0.00% | +282+3.8% | Added |
| Impax Asset Management Group plc | 7,488 | $1.93M | 0.01% | 00.0% | Unchanged |
| Blair William & Co | 7,422 | $1.91M | 0.01% | −819−9.9% | Reduced |
| Truist Financial Corp | 7,261 | $1.87M | 0.00% | +1,544+27.0% | Added |
| Vontobel Holding Ltd. | 7,000 | $1.80M | 0.02% | 00.0% | Unchanged |
| Sepio Capital, LP | 6,836 | $1.76M | 0.15% | −4−0.1% | Reduced |
| Russell Investments Group, Ltd. | 6,653 | $1.71M | 0.00% | −3,897−36.9% | Reduced |
| Pallas Capital Advisors LLC | 6,406 | $1.71M | 0.24% | +858+15.5% | Added |
| Bank of Stockton | 6,487 | $1.67M | 0.50% | −138−2.1% | 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 |
| Arizona State Retirement System | 6,421 | $1.65M | 0.01% | −437−6.4% | Reduced |
| Yorktown Management & Research Co Inc | 6,400 | $1.65M | 1.29% | +400+6.7% | Added |
| Private Advisor Group, LLC | 6,296 | $1.62M | 0.01% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 6,224 | $1.60M | 0.04% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 6,145 | $1.57M | 0.00% | +32+0.5% | Added |
| Redmond Asset Management, LLC | 6,075 | $1.56M | 0.46% | 00.0% | Unchanged |
| Farr Miller & Washington LLC | 5,776 | $1.49M | 0.10% | +540+10.3% | Added |
| Eqis Capital Management, Inc. | 5,761 | $1.48M | 0.11% | +2,251+64.1% | Added |
| O'Shares Investment Advisers, LLC | 5,708 | $1.47M | 0.10% | +703+14.0% | Added |
| BNP Paribas Arbitrage, SA | 5,642 | $1.45M | 0.00% | −513−8.3% | Reduced |
| Allstate Corp | 5,625 | $1.45M | 0.05% | −1,314−18.9% | Reduced |
| Empire Life Investments Inc. | 5,586 | $1.44M | 0.09% | +318+6.0% | Added |
| ExodusPoint Capital Management, LP | 5,548 | $1.43M | 0.02% | +1,464+35.8% | Added |
| D. E. Shaw & Co., Inc. | 5,515 | $1.42M | 0.00% | −3,622−39.6% | Reduced |
| Black Creek Investment Management Inc. | 5,300 | $1.36M | 0.04% | 00.0% | Unchanged |
| Ashford Capital Management Inc | 5,181 | $1.33M | 0.12% | +1,100+27.0% | Added |
| Iridian Asset Management LLC | 5,090 | $1.31M | 0.02% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 5,089 | $1.31M | 0.00% | +472+10.2% | 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 |
| Winton Group Ltd | 4,882 | $1.25M | 0.07% | +27+0.6% | Added |
| Motive Wealth Advisors | 4,807 | $1.24M | 0.88% | +4,807 | New |
| Voloridge Investment Management, LLC | 4,699 | $1.21M | 0.01% | −3,368−41.8% | Reduced |
| Utah Retirement Systems | 4,485 | $1.15M | 0.01% | +400+9.8% | Added |
| Knowledge Leaders Capital, LLC | 4,435 | $1.14M | 0.76% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 4,272 | $1.10M | 0.01% | −400−8.6% | Reduced |
| Advisor Group Holdings, Inc. | 4,256 | $1.09M | 0.00% | +32+0.8% | Added |
| Virginia Retirement Systems Et Al | 4,200 | $1.08M | 0.01% | 00.0% | Unchanged |
| Alphasimplex Group, LLC | 4,058 | $1.04M | 0.52% | −565−12.2% | Reduced |
| Grandeur Peak Global Advisors, LLC | 4,000 | $1.03M | 0.05% | 00.0% | Unchanged |
| Fiera Capital Corp | 3,993 | $1.03M | 0.00% | +990+33.0% | Added |
| Baker Tilly Wealth Management, LLC | 3,745 | $963.0K | 0.16% | +325+9.5% | Added |
| Quantbot Technologies LP | 3,705 | $952.0K | 0.07% | −875−19.1% | Reduced |
| Jump Financial, LLC | 3,600 | $926.0K | 0.09% | +3,600 | New |
| Veritable, L.P. | 3,566 | $917.0K | 0.01% | +238+7.2% | Added |
| Advisory Services Network, LLC | 3,440 | $884.0K | 0.03% | −6−0.2% | Reduced |
| Cubist Systematic Strategies, LLC | 3,373 | $867.0K | 0.01% | −4,423−56.7% | Reduced |
| Avantax Advisory Services, Inc. | 3,220 | $827.0K | 0.02% | +395+14.0% | Added |
| Teacher Retirement System of Texas | 3,083 | $793.0K | 0.00% | +460+17.5% | Added |
| Bradley Foster & Sargent Inc | 3,021 | $777.0K | 0.02% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 2,792 | $718.0K | 0.00% | +49+1.8% | Added |
| Public Employees Retirement Association of Colorado | 2,787 | $717.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,770 | $712.0K | 0.00% | +2,144+342.5% | Added |
| BCGM Wealth Management, LLC | 2,635 | $666.0K | 0.39% | +305+13.1% | Added |
| DekaBank Deutsche Girozentrale | 2,641 | $664.0K | 0.00% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 2,572 | $661.0K | 0.03% | +543+26.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 2,514 | $646.0K | 0.00% | +2,514 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,500 | $643.0K | 0.00% | −318−11.3% | Reduced |
| AGF Investments LLC | 2,492 | $641.0K | 0.07% | −188−7.0% | Reduced |
| Navellier & Associates Inc | 2,486 | $639.0K | 0.10% | +1,092+78.3% | Added |
| Xponance, Inc. | 2,474 | $636.0K | 0.01% | +541+28.0% | Added |
| Krane Funds Advisors LLC | 2,320 | $596.0K | 0.02% | +2,320 | New |
| Los Angeles Capital Management LLC | 2,306 | $593.0K | 0.00% | +556+31.8% | Added |
| Pegasus Partners Ltd. | 2,276 | $585.0K | 0.11% | −942−29.3% | Reduced |
| Susquehanna International Group, LLP | 2,250 | $578.0K | 0.00% | −315−12.3% | Reduced |
| BCJ Capital Management, LLC | 2,185 | $562.0K | 0.06% | +267+13.9% | Added |
| Panagora Asset Management Inc | 2,174 | $559.0K | 0.00% | +52+2.5% | Added |
| Dark Forest Capital Management LP | 2,144 | $551.0K | 0.24% | +2,144 | New |
| Martingale Asset Management L P | 2,003 | $516.0K | 0.01% | −100−4.8% | Reduced |
| Hanlon Investment Management, Inc. | 2,000 | $514.0K | 0.11% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 1,994 | $513.0K | 0.02% | +1,994 | New |
| Welch & Forbes LLC | 1,986 | $510.0K | 0.01% | −2−0.1% | Reduced |
| Caxton Associates LP | 1,971 | $507.0K | 0.07% | +1,078+120.7% | Added |
| Vestmark Advisory Solutions, Inc. | 1,948 | $501.0K | 0.04% | −4−0.2% | Reduced |
| Janney Montgomery Scott LLC | 1,920 | $494.0K | 0.00% | −9−0.5% | Reduced |
| Precision Wealth Strategies, LLC | 1,895 | $487.0K | 0.42% | +248+15.1% | Added |
| Pekin Hardy Strauss, Inc. | 1,890 | $486.0K | 0.07% | +1+0.1% | Added |
| ProShare Advisors LLC | 1,852 | $476.0K | 0.00% | +79+4.5% | Added |
| Raymond James & Associates | 1,848 | $475.0K | 0.00% | +413+28.8% | Added |
| Wellington Management Group LLP | 1,831 | $471.0K | 0.00% | +1,831 | New |
| Great West Life Assurance Co | 1,815 | $466.0K | 0.00% | −82−4.3% | Reduced |
| 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 |
| Maryland State Retirement & Pension System | 1,727 | $443.0K | 0.01% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 1,693 | $435.0K | 0.00% | +122+7.8% | Added |
| Spears Abacus Advisors LLC | 1,606 | $413.0K | 0.03% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 1,596 | $410.0K | 0.00% | 00.0% | Unchanged |
| 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 |