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 |
|---|---|---|---|---|---|
| Pictet Asset Management Ltd | 1,530 | $393.0K | 0.00% | −170−10.0% | Reduced |
| Metropolitan Life Insurance Co | 1,513 | $389.0K | 0.01% | +123+8.8% | Added |
| First Republic Investment Management, Inc. | 1,493 | $384.0K | 0.00% | +70+4.9% | Added |
| 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 |
| Montag A & Associates Inc | 1,440 | $370.0K | 0.02% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 1,416 | $364.0K | 0.01% | +25+1.8% | Added |
| Fiduciary Trust Co | 1,411 | $363.0K | 0.01% | +1,411 | New |
| Creative Planning | 1,394 | $358.0K | 0.00% | −107−7.1% | Reduced |
| HM Payson & Co | 1,350 | $347.0K | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 1,309 | $337.0K | 0.01% | +1,309 | New |
| CIBC Private Wealth Group, LLC | 1,304 | $335.0K | 0.00% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 1,229 | $316.0K | 0.02% | +17+1.4% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,177 | $303.0K | 0.00% | +320+37.3% | Added |
| The PNC Financial Services Group, Inc. | 1,164 | $300.0K | 0.00% | −163−12.3% | Reduced |
| Capital Investment Counsel, Inc | 1,150 | $296.0K | 0.07% | 00.0% | Unchanged |
| 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 |
| PEAK6 Investments LLC | 1,118 | $288.0K | 0.01% | +1,118 | New |
| Gotham Asset Management, LLC | 1,093 | $281.0K | 0.01% | −554−33.6% | Reduced |
| Prudential Financial Inc | 1,062 | $273.0K | 0.00% | +15+1.4% | Added |
| Wolverine Trading, LLC | 1,047 | $269.0K | 0.01% | −296−22.0% | Reduced |
| Cadent Capital Advisors, LLC | 1,041 | $268.0K | 0.11% | 00.0% | Unchanged |
| JustInvest LLC | 1,034 | $266.0K | 0.03% | −245−19.2% | Reduced |
| Bard Financial Services, Inc. | 1,000 | $257.0K | 0.02% | 00.0% | Unchanged |
| First Manhattan Co | 993 | $255.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 976 | $250.0K | 0.00% | −50−4.9% | Reduced |
| Berkeley, Inc | 911 | $234.3K | 0.17% | −3,347−78.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 904 | $232.0K | 0.00% | +11+1.2% | Added |
| Evercore Wealth Management, LLC | 887 | $228.0K | 0.00% | −43−4.6% | Reduced |
| Manufacturers Life Insurance Company, The | 870 | $224.0K | 0.00% | +870 | New |
| Zacks Investment Management | 866 | $223.0K | 0.00% | +866 | New |
| Shell Asset Management Co | 849 | $218.0K | 0.00% | +849 | New |
| GWM Advisors LLC | 844 | $217.0K | 0.01% | +844 | New |
| Associated Banc-Corp | 829 | $213.0K | 0.01% | +829 | New |
| Roberts Glore & Co Inc | 790 | $203.0K | 0.06% | +790 | New |
| Agf Investments Inc. | 776 | $200.0K | 0.00% | +32+4.3% | Added |
| O'Shaughnessy Asset Management, LLC | 766 | $197.0K | 0.00% | −2−0.3% | Reduced |
| Macquarie Group Ltd | 667 | $171.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 597 | $153.0K | 0.01% | +72+13.7% | Added |
| Ci Investments Inc. | 498 | $128.0K | 0.00% | +193+63.3% | 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 |
| Harvest Fund Management Co., Ltd | 414 | $105.0K | 0.01% | +256+162.0% | Added |
| Covington Capital Management | 375 | $96.0K | 0.00% | −95−20.2% | Reduced |
| Central Trust Co | 367 | $94.0K | 0.00% | −33−8.3% | Reduced |
| 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 |
| Spire Wealth Management | 323 | $83.0K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 318 | $82.0K | 0.00% | +194+156.5% | Added |
| Thompson Siegel & Walmsley LLC | 300 | $77.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 250 | $64.0K | 0.05% | −3−1.2% | Reduced |
| Simplex Trading, LLC | 238 | $61.0K | 0.00% | −227−48.8% | Reduced |
| JJJ Advisors Inc. | 238 | $61.0K | 0.02% | +13+5.8% | Added |
| CVA Family Office, LLC | 228 | $59.0K | 0.02% | +228 | New |
| Versant Capital Management, Inc | 207 | $53.0K | 0.02% | +4+2.0% | Added |
| Altshuler Shaham Ltd | 174 | $45.0K | 0.00% | −512−74.6% | Reduced |
| Simon Quick Advisors, LLC | 162 | $41.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 146 | $38.0K | 0.00% | −2,604−94.7% | Reduced |
| Huntington National Bank | 143 | $37.0K | 0.00% | −398−73.6% | Reduced |
| Fifth Third Bancorp | 119 | $31.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 107 | $27.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 100 | $26.0K | 0.00% | +100 | New |
| First Horizon Advisors, Inc. | 95 | $24.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 91 | $23.0K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 83 | $21.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 77 | $20.0K | 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 |
| Allworth Financial LP | 68 | $17.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 62 | $16.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 56 | $14.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| FourThought Financial, LLC | 44 | $11.0K | 0.00% | −4−8.3% | Reduced |
| IFP Advisors, Inc | 38 | $10.0K | 0.00% | +1+2.7% | Added |
| Enterprise Financial Services Corp | 35 | $9.00K | 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 |
| TCI Wealth Advisors, Inc. | 28 | $7.00K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 22 | $6.00K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 20 | $5.14K | 0.00% | +20 | New |
| 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 |
| CWM, LLC | 14 | $4.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 15 | $3.86K | 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 |
| 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 |
| Glassman Wealth Services | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 3 | $1.00K | 0.00% | +1+50.0% | 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 |