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 |
|---|---|---|---|---|---|
| Meeder Asset Management Inc | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 7 | $2.00K | 0.00% | −2−22.2% | Reduced |
| Lindbrook Capital, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Dundas Partners LLP | 9 | $2.00K | 0.00% | +9 | New |
| Consolidated Planning Corp | 7 | $2.00K | 0.00% | +7 | New |
| Concord Wealth Partners | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 13 | $3.00K | 0.00% | +13 | New |
| Meridian Wealth Partners, LLC | 10 | $3.00K | 0.00% | +10 | New |
| American Portfolios Advisors | 19 | $4.92K | 0.00% | +4+26.7% | Added |
| 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 |
| Vigilant Capital Management, LLC | 19 | $5.00K | 0.00% | +19 | New |
| West Paces Advisors Inc. | 20 | $5.18K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 25 | $6.00K | 0.00% | −118−82.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 25 | $6.48K | 0.00% | +25 | New |
| Harbour Investments, Inc. | 28 | $7.00K | 0.00% | −1−3.4% | Reduced |
| TCI Wealth Advisors, Inc. | 28 | $7.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 33 | $9.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 37 | $10.0K | 0.00% | −1−2.6% | Reduced |
| Berman Capital Advisors, LLC | 42 | $10.0K | 0.00% | +42 | New |
| FourThought Financial, LLC | 44 | $11.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 46 | $12.0K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 45 | $12.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 51 | $13.0K | 0.00% | +41+410.0% | Added |
| Whittier Trust Co | 56 | $15.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 62 | $16.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 75 | $19.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 77 | $20.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 78 | $20.0K | 0.00% | +3+4.0% | Added |
| Tower Research Capital LLC (TRC) | 83 | $21.0K | 0.00% | −63−43.2% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 83 | $21.0K | 0.02% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 89 | $23.0K | 0.01% | +89 | New |
| Bell Investment Advisors, Inc | 90 | $23.0K | 0.01% | +90 | New |
| First Horizon Advisors, Inc. | 96 | $24.0K | 0.00% | +1+1.1% | Added |
| AdvisorNet Financial, Inc | 91 | $24.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 100 | $26.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 101 | $26.0K | 0.00% | +33+48.5% | Added |
| Group One Trading, L.P. | 100 | $26.0K | 0.00% | +100 | New |
| Steward Partners Investment Advisory, LLC | 109 | $28.0K | 0.00% | +109 | New |
| JNBA Financial Advisors | 116 | $30.0K | 0.00% | +116 | New |
| Fifth Third Bancorp | 119 | $31.0K | 0.00% | 00.0% | Unchanged |
| Capitolis Advisors LLC | 111 | $31.0K | 0.00% | +111 | New |
| Dark Forest Capital Management LP | 125 | $32.0K | 0.01% | −2,019−94.2% | Reduced |
| Altshuler Shaham Ltd | 134 | $35.0K | 0.00% | −40−23.0% | Reduced |
| Koshinski Asset Management, Inc. | 143 | $37.0K | 0.00% | +143 | New |
| Rockefeller Capital Management L.P. | 152 | $39.0K | 0.00% | +45+42.1% | Added |
| Versant Capital Management, Inc | 207 | $54.0K | 0.02% | 00.0% | Unchanged |
| Simplex Trading, LLC | 238 | $60.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 241 | $62.0K | 0.04% | −9−3.6% | Reduced |
| JJJ Advisors Inc. | 253 | $66.0K | 0.02% | +15+6.3% | Added |
| Trustcore Financial Services, LLC | 278 | $72.0K | 0.01% | +278 | New |
| PEAK6 Investments LLC | 286 | $75.0K | 0.00% | −832−74.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 300 | $78.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 304 | $79.0K | 0.02% | −38−11.1% | Reduced |
| Spire Wealth Management | 323 | $84.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 341 | $88.0K | 0.03% | 00.0% | Unchanged |
| Central Trust Co | 367 | $95.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 375 | $97.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 414 | $107.0K | 0.02% | 00.0% | Unchanged |
| American International Group, Inc. | 440 | $114.0K | 0.00% | −35−7.4% | Reduced |
| Signaturefd, LLC | 454 | $118.0K | 0.00% | −19−4.0% | Reduced |
| Leonteq Securities AG | 480 | $124.3K | 0.01% | +480 | New |
| Ci Investments Inc. | 500 | $130.0K | 0.00% | +2+0.4% | Added |
| Van Eck Associates Corp | 507 | $131.0K | 0.00% | +189+59.4% | Added |
| Simon Quick Advisors, LLC | 582 | $150.0K | 0.04% | +420+259.3% | Added |
| North Star Investment Management Corp. | 597 | $155.0K | 0.01% | 00.0% | Unchanged |
| Macquarie Group Ltd | 667 | $173.0K | 0.00% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 790 | $205.0K | 0.06% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 805 | $209.0K | 0.00% | −65−7.5% | Reduced |
| Associated Banc-Corp | 827 | $214.0K | 0.01% | −2−0.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 834 | $216.0K | 0.00% | +68+8.9% | Added |
| Gyon Technologies Capital Management, LP | 842 | $218.0K | 0.06% | +842 | New |
| Zacks Investment Management | 866 | $224.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 874 | $226.0K | 0.01% | +30+3.6% | Added |
| MAI Capital Management | 905 | $234.0K | 0.00% | +905 | New |
| Two Sigma Securities, LLC | 905 | $234.0K | 0.05% | +905 | New |
| Commonwealth Equity Services, LLC | 926 | $239.0K | 0.00% | −50−5.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 967 | $250.0K | 0.05% | +967 | New |
| Mirae Asset Global Investments Co., Ltd. | 972 | $252.0K | 0.00% | +68+7.5% | Added |
| First Manhattan Co | 993 | $257.0K | 0.00% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 1,000 | $259.0K | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 1,007 | $261.0K | 0.02% | −27−2.6% | Reduced |
| Synovus Financial Corp | 1,012 | $266.0K | 0.00% | +1,012 | New |
| Cadent Capital Advisors, LLC | 1,041 | $270.0K | 0.12% | 00.0% | Unchanged |
| Prudential Financial Inc | 995 | $275.0K | 0.00% | −67−6.3% | Reduced |
| HBK Sorce Advisory LLC | 1,102 | $285.0K | 0.02% | −127−10.3% | Reduced |
| Davenport & Co LLC | 1,127 | $292.0K | 0.00% | +1,127 | New |
| Heartland Bank & Trust Co | 1,130 | $293.0K | 0.25% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 1,141 | $296.0K | 0.03% | +1,141 | New |
| Capital Investment Counsel, Inc | 1,150 | $298.0K | 0.07% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,152 | $298.0K | 0.08% | +20+1.8% | Added |
| Tudor Investment Corp Et Al | 1,151 | $298.0K | 0.01% | +1,151 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 1,238 | $321.0K | 0.00% | −1,276−50.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 1,300 | $337.0K | 0.11% | +1,300 | New |
| CIBC Private Wealth Group, LLC | 1,304 | $338.0K | 0.00% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 1,309 | $339.0K | 0.01% | 00.0% | Unchanged |
| Alphasimplex Group, LLC | 1,347 | $349.0K | 0.29% | −2,711−66.8% | Reduced |
| HM Payson & Co | 1,350 | $350.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,360 | $351.0K | 0.00% | +196+16.8% | Added |