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.
Q3 2021 vs. Q2 2021
How the institutions holding Morningstar, Inc. changed between Q2 2021 and Q3 2021.
All holders in Q3 2021All holders in Q2 2021
| Measure | Q2 2021 | Of which not filed for Q3 2021 | Q3 2021 | Change |
|---|---|---|---|---|
| Holders | 295 | 3 | 318 | +26 |
| Shares | 21.9M | 10.5K | 22.5M | +624.7K (+2.9%) |
| Value | $5.62B | $2.70M | $5.83B | +$205.3M (+3.7%) |
3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (43)
Institutions that held Morningstar, Inc. at the end of Q3 2021 but not at the end of Q2 2021.
Sold out (17)
Institutions that held Morningstar, Inc. at the end of Q2 2021 and filed for Q3 2021 without it.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| Impax Asset Management Group plc | 7,488 | $1.93M |
| Clearbridge Investments, LLC | 5,089 | $1.31M |
| Virginia Retirement Systems Et Al | 4,200 | $1.08M |
| Jump Financial, LLC | 3,600 | $926.0K |
| AGF Investments LLC | 2,492 | $641.0K |
| Caxton Associates LP | 1,971 | $507.0K |
| Wellington Management Group LLP | 1,831 | $471.0K |
| Gotham Asset Management, LLC | 1,093 | $281.0K |
| Wolverine Trading, LLC | 1,047 | $269.0K |
| Berkeley, Inc | 911 | $234.3K |
| Evercore Wealth Management, LLC | 887 | $228.0K |
| Agf Investments Inc. | 776 | $200.0K |
| CVA Family Office, LLC | 228 | $59.0K |
| Enterprise Financial Services Corp | 35 | $9.00K |
| Arkadios Wealth Advisors | 35 | $8.00K |
| Savior LLC | 22 | $6.00K |
| Patriot Financial Group Insurance Agency, LLC | 6 | $2.00K |
Not filed for Q3 2021 yet (3)
Institutions that held Morningstar, Inc. at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| Kensington Investment Counsel, LLC | 8,971 | $2.31M |
| Pictet Asset Management Ltd | 1,530 | $393.0K |
| CWM, LLC | 14 | $4.00K |