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, Q3 2021
Institutional positions in Morningstar, Inc. as of Sep 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
- 318
- +26 vs. Q2 2021
- Shares held
- 22.5M
- +624.7K (+2.9%) vs. Q2 2021
- Total value
- $5.83B
- +$205.3M (+3.7%) vs. Q2 2021
- New holders
- 43
- 96 more added
- Sold out
- 17
- 116 more reduced
3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Morningstar, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Select Equity Group, L.P. | 4,162,240 | $1.08B | 3.62% | +525,245+14.4% | Added |
| Vanguard Group Inc | 2,267,899 | $587.5M | 0.01% | −96,537−4.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,237,233 | $320.5M | 0.78% | −119,743−8.8% | Reduced |
| Bamco Inc | 1,209,419 | $313.3M | 0.71% | −5,790−0.5% | Reduced |
| Atlanta Capital Management Co L L C | 1,100,720 | $285.1M | 1.02% | −7,051−0.6% | Reduced |
| BlackRock Inc. | 1,040,270 | $269.5M | 0.01% | −9,961−0.9% | Reduced |
| FMR LLC | 923,732 | $239.3M | 0.02% | +178,679+24.0% | Added |
| Wasatch Advisors Inc | 814,573 | $211.0M | 0.86% | +467+0.1% | Added |
| Echo Street Capital Management LLC | 550,749 | $142.7M | 1.00% | +104,492+23.4% | Added |
| JPMorgan Chase & Co | 478,474 | $123.9M | 0.02% | −75,122−13.6% | Reduced |
| Artisan Partners Limited Partnership | 460,144 | $119.2M | 0.15% | −3,690−0.8% | Reduced |
| Renaissance Technologies LLC | 450,170 | $116.6M | 0.15% | −25,400−5.3% | Reduced |
| Pendal Group Limited | 446,844 | $115.7M | 0.96% | −2,910−0.6% | Reduced |
| State Street Corp | 353,824 | $91.7M | 0.00% | +4,377+1.3% | Added |
| Royce & Associates LP | 339,750 | $88.0M | 0.66% | +13,881+4.3% | Added |
| Invesco Ltd. | 324,585 | $84.1M | 0.02% | −571−0.2% | Reduced |
| Bank of New York Mellon Corp | 319,526 | $82.8M | 0.02% | −3,889−1.2% | Reduced |
| Dimensional Fund Advisors LP | 314,998 | $81.6M | 0.03% | +1,257+0.4% | Added |
| Geode Capital Management, LLC | 307,863 | $79.7M | 0.01% | −826−0.3% | Reduced |
| Wells Fargo & Company | 250,931 | $65.0M | 0.01% | −9,851−3.8% | Reduced |
| Praesidium Investment Management Company, LLC | 243,867 | $63.2M | 3.50% | +8,855+3.8% | Added |
| Norges Bank | 227,903 | $59.0M | 0.01% | +8,256+3.8% | Added |
| Millennium Management LLC | 219,052 | $56.7M | 0.08% | +28,535+15.0% | Added |
| American Capital Management Inc | 184,809 | $47.9M | 1.29% | −7,516−3.9% | Reduced |
| Loomis Sayles & Co L P | 144,959 | $37.5M | 0.05% | +4,039+2.9% | Added |
| Bank of America Corp | 143,562 | $37.2M | 0.00% | −5,034−3.4% | Reduced |
| Lazard Asset Management LLC | 140,269 | $36.3M | 0.04% | −9,939−6.6% | Reduced |
| New York State Common Retirement Fund | 135,396 | $35.1M | 0.04% | +15,677+13.1% | Added |
| Charles Schwab Investment Management Inc | 133,821 | $34.7M | 0.01% | +14,087+11.8% | Added |
| Pelham Global Financials Ltd | 127,326 | $33.0M | 10.65% | 00.0% | Unchanged |
| Principal Financial Group Inc | 125,805 | $32.6M | 0.02% | +17,751+16.4% | Added |
| Chicago Capital, LLC | 120,565 | $31.2M | 1.18% | −277−0.2% | Reduced |
| Parametric Portfolio Associates LLC | 117,524 | $30.4M | 0.02% | −10.0% | Reduced |
| Nuveen Asset Management, LLC | 114,973 | $29.8M | 0.01% | −46,870−29.0% | Reduced |
| Northern Trust Corp | 112,471 | $29.1M | 0.01% | −2,751−2.4% | Reduced |
| Morgan Stanley | 102,988 | $26.7M | 0.00% | +8,044+8.5% | Added |
| Parnassus Investments | 92,446 | $23.9M | 0.05% | 00.0% | Unchanged |
| Eaton Vance Management | 84,146 | $21.8M | 0.03% | +20,932+33.1% | Added |
| VGI Partners Ltd | 77,897 | $20.2M | 2.22% | −887−1.1% | Reduced |
| Confluence Investment Management LLC | 76,669 | $19.9M | 0.28% | −27,023−26.1% | Reduced |
| SEI Investments Co | 74,728 | $19.4M | 0.04% | +3,402+4.8% | Added |
| Mawer Investment Management Ltd. | 68,907 | $17.8M | 0.09% | −43,218−38.5% | Reduced |
| Cramer Rosenthal McGlynn LLC | 68,346 | $17.7M | 0.61% | −1,845−2.6% | Reduced |
| LMR Partners LLP | 68,168 | $17.7M | 0.24% | +68,168 | New |
| Copeland Capital Management, LLC | 63,267 | $16.4M | 0.47% | +2,838+4.7% | Added |
| TCW Group Inc | 62,449 | $16.2M | 0.14% | −2,449−3.8% | Reduced |
| Goldman Sachs Group Inc | 62,186 | $16.1M | 0.00% | −1,534−2.4% | Reduced |
| Northern Right Capital Management, L.P. | 61,108 | $15.8M | 4.90% | 00.0% | Unchanged |
| California Public Employees Retirement System | 53,069 | $13.7M | 0.01% | +1,741+3.4% | Added |
| Swiss National Bank | 52,200 | $13.5M | 0.01% | +100+0.2% | Added |
| Arrowstreet Capital, Limited Partnership | 47,523 | $12.3M | 0.02% | −40,227−45.8% | Reduced |
| First Trust Advisors LP | 45,601 | $11.8M | 0.01% | −2,982−6.1% | Reduced |
| Kornitzer Capital Management Inc | 44,165 | $11.4M | 0.18% | −1,490−3.3% | Reduced |
| 2Xideas AG | 43,194 | $11.2M | 0.85% | +43,194 | New |
| UBS Asset Management Americas Inc | 41,902 | $10.9M | 0.00% | +897+2.2% | Added |
| Panagora Asset Management Inc | 41,615 | $10.8M | 0.06% | +39,441+1,814.2% | Added |
| California State Teachers Retirement System | 39,708 | $10.3M | 0.01% | −915−2.3% | Reduced |
| Man Group plc | 38,855 | $10.1M | 0.04% | −5,095−11.6% | Reduced |
| Nordea Investment Management AB | 35,270 | $9.43M | 0.01% | −79−0.2% | Reduced |
| Nicholas Company, Inc. | 35,245 | $9.13M | 0.16% | +20+0.1% | Added |
| Segall Bryant & Hamill, LLC | 35,248 | $9.13M | 0.09% | +133+0.4% | Added |
| Stanley-Laman Group, Ltd. | 34,913 | $9.04M | 1.18% | +1,319+3.9% | Added |
| Credit Suisse AG | 30,657 | $7.94M | 0.01% | +41+0.1% | Added |
| Daiwa Securities Group Inc. | 30,595 | $7.92M | 0.05% | +5,105+20.0% | Added |
| Bank of Montreal | 27,934 | $7.72M | 0.00% | +4,929+21.4% | Added |
| Victory Capital Management Inc | 29,087 | $7.53M | 0.01% | −1,368−4.5% | Reduced |
| Asset Management One Co.,Ltd. | 27,737 | $7.25M | 0.03% | +27,737 | New |
| Rhumbline Advisers | 27,943 | $7.24M | 0.01% | −3,534−11.2% | Reduced |
| State Board of Administration of Florida Retirement System | 27,272 | $7.06M | 0.01% | −481−1.7% | Reduced |
| Southeast Asset Advisors Inc. | 24,958 | $6.46M | 1.06% | +5,494+28.2% | Added |
| Fisher Asset Management, LLC | 24,362 | $6.31M | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 23,685 | $6.13M | 0.02% | −13,203−35.8% | Reduced |
| YHB Investment Advisors, Inc. | 23,113 | $5.99M | 0.52% | −236−1.0% | Reduced |
| UBS Oconnor LLC | 22,946 | $5.94M | 0.05% | +22,946 | New |
| Citigroup Inc | 22,602 | $5.85M | 0.01% | −3,015−11.8% | Reduced |
| Legal & General Group Plc | 21,913 | $5.68M | 0.00% | +3,519+19.1% | Added |
| Jennison Associates LLC | 20,436 | $5.29M | 0.00% | +2,892+16.5% | Added |
| Commerce Bank | 18,510 | $4.79M | 0.03% | −1,155−5.9% | Reduced |
| Franklin Resources Inc | 18,275 | $4.73M | 0.00% | +2,712+17.4% | Added |
| Deutsche Bank AG | 18,108 | $4.69M | 0.00% | +3,763+26.2% | Added |
| TownSquare Capital, LLC | 18,090 | $4.69M | 0.14% | +20+0.1% | Added |
| Janus Henderson Group PLC | 17,280 | $4.47M | 0.00% | −806−4.5% | Reduced |
| Stifel Financial Corp | 17,062 | $4.42M | 0.01% | −256−1.5% | Reduced |
| Marks Group Wealth Management, Inc | 16,007 | $4.15M | 0.56% | −289−1.8% | Reduced |
| HSBC Holdings PLC | 14,106 | $3.68M | 0.00% | −674−4.6% | Reduced |
| Public Employees Retirement System of Ohio | 13,863 | $3.59M | 0.01% | −132−0.9% | Reduced |
| Ceera Investments, LLC | 13,437 | $3.48M | 1.91% | −30−0.2% | Reduced |
| US Bancorp | 13,415 | $3.48M | 0.01% | −266−1.9% | Reduced |
| Jane Street Group, LLC | 13,324 | $3.45M | 0.01% | +13,324 | New |
| AQR Capital Management LLC | 13,106 | $3.40M | 0.01% | −7,929−37.7% | Reduced |
| State of New Jersey Common Pension Fund D | 12,710 | $3.29M | 0.01% | −481−3.6% | Reduced |
| Nisa Investment Advisors, LLC | 12,300 | $3.19M | 0.02% | +12,280+61,400.0% | Added |
| BNP Paribas Arbitrage, SA | 12,140 | $3.14M | 0.01% | +6,498+115.2% | Added |
| Cardinal Capital Management | 12,093 | $3.13M | 0.68% | +26+0.2% | Added |
| Barclays PLC | 11,909 | $3.08M | 0.00% | −802−6.3% | Reduced |
| State of Alaska, Department of Revenue | 11,721 | $3.04M | 0.03% | +118+1.0% | Added |
| Atria Investments LLC | 11,660 | $3.02M | 0.05% | −3,681−24.0% | Reduced |
| Envestnet Asset Management Inc | 11,307 | $2.93M | 0.00% | +667+6.3% | Added |
| Royal Bank of Canada | 11,287 | $2.92M | 0.00% | +732+6.9% | Added |
| Rafferty Asset Management, LLC | 11,230 | $2.91M | 0.02% | −2,016−15.2% | Reduced |