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 |
|---|---|---|---|---|---|
| NN Investment Partners Holdings N.V. | 0 | $0 | 0.00% | −5,185−100.0% | Sold out |
| tru Independence LLC | 0 | $0 | 0.00% | −4,628−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −3,159−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −2,875−100.0% | Sold out |
| ETF Managers Group, LLC | 0 | $0 | 0.00% | −2,765−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −2,751−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −2,750−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −2,650−100.0% | Sold out |
| Tuttle Tactical Management | 0 | $0 | 0.00% | −2,387−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −2,316−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −1,955−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −1,756−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −1,727−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −1,271−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −1,165−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −1,163−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −928−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −1,015−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −1,001−100.0% | Sold out |
| BNC Wealth Management, LLC | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| Great Valley Advisor Group, Inc. | 0 | $0 | 0.00% | −947−100.0% | Sold out |
| Rational Advisors LLC | 0 | $0 | 0.00% | −718−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −341−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −241−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −186−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Manchester Financial Inc | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Atlas Private Wealth Advisors | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | 0 | Sold out |