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 |
|---|---|---|---|---|---|
| Assenagon Asset Management S.A. | 1,397 | $362.0K | 0.00% | −296−17.5% | Reduced |
| Montag A & Associates Inc | 1,400 | $363.0K | 0.02% | −40−2.8% | Reduced |
| Creative Planning | 1,406 | $364.0K | 0.00% | +12+0.9% | Added |
| Welch & Forbes LLC | 1,410 | $366.0K | 0.01% | −576−29.0% | Reduced |
| Cresset Asset Management, LLC | 1,428 | $369.0K | 0.00% | +12+0.8% | Added |
| Ground Swell Capital, LLC | 1,443 | $374.0K | 1.61% | +1,443 | New |
| Metropolitan Life Insurance Co | 1,465 | $379.5K | 0.01% | −48−3.2% | Reduced |
| Connable Office Inc | 1,470 | $381.0K | 0.06% | 00.0% | Unchanged |
| Private Trust Co NA | 1,472 | $381.0K | 0.06% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 1,521 | $394.0K | 0.01% | −799−34.4% | Reduced |
| Pictet Asset Management SA | 1,530 | $396.0K | 0.00% | +1,530 | New |
| First Republic Investment Management, Inc. | 1,554 | $403.0K | 0.00% | +61+4.1% | Added |
| Parallel Advisors, LLC | 1,561 | $404.0K | 0.02% | +13+0.8% | Added |
| Shell Asset Management Co | 1,590 | $412.0K | 0.01% | +741+87.3% | Added |
| Spears Abacus Advisors LLC | 1,606 | $416.0K | 0.03% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 1,675 | $434.0K | 0.08% | −601−26.4% | Reduced |
| Pekin Hardy Strauss, Inc. | 1,729 | $448.0K | 0.06% | −161−8.5% | Reduced |
| CIBC Asset Management Inc | 1,748 | $453.0K | 0.00% | +152+9.5% | Added |
| Maryland State Retirement & Pension System | 1,727 | $461.0K | 0.01% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 1,800 | $466.0K | 0.14% | 00.0% | Unchanged |
| PDT Partners, LLC | 1,800 | $466.0K | 0.03% | +1,800 | New |
| Vestmark Advisory Solutions, Inc. | 1,801 | $467.0K | 0.03% | −147−7.5% | Reduced |
| Great West Life Assurance Co | 1,798 | $468.0K | 0.00% | −17−0.9% | Reduced |
| Janney Montgomery Scott LLC | 1,875 | $486.0K | 0.00% | −45−2.3% | Reduced |
| SG Americas Securities, LLC | 1,885 | $488.0K | 0.00% | −885−31.9% | Reduced |
| Martingale Asset Management L P | 1,973 | $512.0K | 0.01% | −30−1.5% | Reduced |
| Hanlon Investment Management, Inc. | 2,000 | $518.0K | 0.11% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 2,016 | $522.0K | 0.02% | +2,016 | New |
| ProShare Advisors LLC | 2,030 | $526.0K | 0.00% | +178+9.6% | Added |
| Raymond James & Associates | 2,085 | $540.0K | 0.00% | +237+12.8% | Added |
| Susquehanna International Group, LLP | 2,117 | $548.0K | 0.00% | −133−5.9% | Reduced |
| BCJ Capital Management, LLC | 2,215 | $574.0K | 0.06% | +30+1.4% | Added |
| Los Angeles Capital Management LLC | 2,219 | $575.0K | 0.00% | −87−3.8% | Reduced |
| AlphaCrest Capital Management LLC | 2,296 | $595.0K | 0.03% | +2,296 | New |
| Fiduciary Trust Co | 2,314 | $599.0K | 0.01% | +903+64.0% | Added |
| Algert Global LLC | 2,387 | $618.0K | 0.08% | +2,387 | New |
| Xponance, Inc. | 2,396 | $621.0K | 0.01% | −78−3.2% | Reduced |
| Precision Wealth Strategies, LLC | 2,420 | $627.0K | 0.48% | +525+27.7% | Added |
| Navellier & Associates Inc | 2,435 | $631.0K | 0.10% | −51−2.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,500 | $648.0K | 0.00% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 2,516 | $652.0K | 0.02% | +522+26.2% | Added |
| DekaBank Deutsche Girozentrale | 2,556 | $663.0K | 0.00% | −85−3.2% | Reduced |
| Illinois Municipal Retirement Fund | 2,572 | $666.0K | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 2,596 | $673.0K | 0.00% | +1,047+67.6% | Added |
| Advisory Services Network, LLC | 2,682 | $695.0K | 0.02% | −758−22.0% | Reduced |
| Public Employees Retirement Association of Colorado | 2,787 | $722.0K | 0.00% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 2,916 | $755.0K | 0.53% | +2,916 | New |
| State of Wisconsin Investment Board | 2,932 | $759.0K | 0.00% | +140+5.0% | Added |
| Leverage Partners Absolute Return Fund SPC | 3,000 | $777.0K | 0.75% | +3,000 | New |
| Bradley Foster & Sargent Inc | 3,021 | $783.0K | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 3,035 | $792.0K | 0.00% | −3,110−50.6% | Reduced |
| Avantax Advisory Services, Inc. | 3,125 | $810.0K | 0.01% | −95−3.0% | Reduced |
| Quantbot Technologies LP | 3,144 | $814.0K | 0.06% | −561−15.1% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 3,300 | $855.0K | 0.01% | +2,123+180.4% | Added |
| BCGM Wealth Management, LLC | 3,043 | $964.0K | 0.54% | +408+15.5% | Added |
| Teacher Retirement System of Texas | 3,769 | $976.0K | 0.01% | +686+22.3% | Added |
| Cubist Systematic Strategies, LLC | 3,831 | $992.0K | 0.01% | +458+13.6% | Added |
| Veritable, L.P. | 3,855 | $999.0K | 0.02% | +289+8.1% | Added |
| Twin Capital Management Inc | 3,884 | $1.01M | 0.10% | +3,884 | New |
| Advisor Group Holdings, Inc. | 3,916 | $1.01M | 0.00% | −340−8.0% | Reduced |
| Winton Group Ltd | 3,922 | $1.02M | 0.06% | −960−19.7% | Reduced |
| Fiera Capital Corp | 3,993 | $1.03M | 0.00% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 4,049 | $1.05M | 0.16% | +4,049 | New |
| O'Shares Investment Advisers, LLC | 4,133 | $1.07M | 0.08% | −1,575−27.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,157 | $1.08M | 0.14% | +412+11.0% | Added |
| Utah Retirement Systems | 4,185 | $1.08M | 0.01% | −300−6.7% | Reduced |
| Handelsbanken Fonder AB | 4,272 | $1.11M | 0.01% | 00.0% | Unchanged |
| Grandeur Peak Global Advisors, LLC | 4,300 | $1.11M | 0.05% | +300+7.5% | Added |
| HRT Financial LP | 4,429 | $1.15M | 0.01% | +4,429 | New |
| Knowledge Leaders Capital, LLC | 4,435 | $1.15M | 0.93% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 4,512 | $1.17M | 0.01% | −1,784−28.3% | Reduced |
| Amalgamated Bank | 4,700 | $1.22M | 0.01% | −255−5.1% | Reduced |
| Iridian Asset Management LLC | 4,734 | $1.23M | 0.04% | −356−7.0% | Reduced |
| ExodusPoint Capital Management, LP | 4,926 | $1.28M | 0.02% | −622−11.2% | Reduced |
| Johnson Investment Counsel Inc | 4,954 | $1.28M | 0.02% | 00.0% | Unchanged |
| Ashford Capital Management Inc | 4,960 | $1.28M | 0.12% | −221−4.3% | Reduced |
| Allstate Corp | 5,066 | $1.31M | 0.05% | −559−9.9% | Reduced |
| Black Creek Investment Management Inc. | 5,300 | $1.37M | 0.04% | 00.0% | Unchanged |
| Empire Life Investments Inc. | 5,684 | $1.47M | 0.10% | +98+1.8% | Added |
| Truist Financial Corp | 5,902 | $1.53M | 0.00% | −1,359−18.7% | Reduced |
| Motive Wealth Advisors | 6,011 | $1.56M | 1.05% | +1,204+25.0% | Added |
| Aviva PLC | 6,072 | $1.57M | 0.01% | +6,072 | New |
| Redmond Asset Management, LLC | 6,175 | $1.60M | 0.50% | +100+1.6% | Added |
| Buckingham Strategic Wealth, LLC | 6,224 | $1.61M | 0.03% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 6,246 | $1.62M | 0.00% | −407−6.1% | Reduced |
| Farr Miller & Washington LLC | 6,319 | $1.64M | 0.11% | +543+9.4% | Added |
| Bank of Stockton | 6,432 | $1.67M | 0.51% | −55−0.8% | Reduced |
| Arizona State Retirement System | 6,434 | $1.67M | 0.01% | +13+0.2% | Added |
| Sepio Capital, LP | 6,688 | $1.73M | 0.15% | −148−2.2% | Reduced |
| Yorktown Management & Research Co Inc | 6,900 | $1.79M | 1.34% | +500+7.8% | Added |
| Vontobel Holding Ltd. | 7,000 | $1.81M | 0.02% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 7,033 | $1.82M | 0.35% | +7,033 | New |
| Voloridge Investment Management, LLC | 7,091 | $1.84M | 0.01% | +2,392+50.9% | Added |
| UBS Group AG | 7,225 | $1.87M | 0.00% | −4,588−38.8% | Reduced |
| Blair William & Co | 7,422 | $1.92M | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 7,612 | $1.97M | 0.00% | −144−1.9% | Reduced |
| Bessemer Group Inc | 7,643 | $1.98M | 0.00% | +1,187+18.4% | Added |
| D. E. Shaw & Co., Inc. | 7,916 | $2.05M | 0.00% | +2,401+43.5% | Added |
| Captrust Financial Advisors | 8,055 | $2.09M | 0.02% | +1,599+24.8% | Added |
| M&T Bank Corp | 8,201 | $2.13M | 0.01% | −87−1.0% | Reduced |