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 |
|---|---|---|---|---|---|
| Eqis Capital Management, Inc. | 8,209 | $2.13M | 0.16% | +2,448+42.5% | Added |
| Henshaw Capital LLC | 8,235 | $2.13M | 0.13% | +10+0.1% | Added |
| Bank of Nova Scotia | 8,318 | $2.15M | 0.00% | −11,519−58.1% | Reduced |
| Treasurer of the State of North Carolina | 8,425 | $2.18M | 0.01% | +289+3.6% | Added |
| Qube Research & Technologies Ltd | 8,707 | $2.25M | 0.03% | −3,857−30.7% | Reduced |
| Squarepoint Ops LLC | 8,764 | $2.27M | 0.02% | +1,016+13.1% | Added |
| Natixis | 9,100 | $2.36M | 0.01% | −9,600−51.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 9,100 | $2.36M | 0.01% | −4,956−35.3% | Reduced |
| Neuberger Berman Group LLC | 9,261 | $2.39M | 0.00% | +1,517+19.6% | Added |
| Oppenheimer Asset Management Inc. | 9,545 | $2.47M | 0.04% | +633+7.1% | Added |
| Citadel Advisors LLC | 9,573 | $2.48M | 0.00% | −1,494−13.5% | Reduced |
| Price T Rowe Associates Inc | 9,583 | $2.48M | 0.00% | −557−5.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 9,814 | $2.54M | 0.03% | +8,014+445.2% | Added |
| Bright Rock Capital Management, LLC | 10,000 | $2.59M | 0.65% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 10,281 | $2.66M | 0.45% | +363+3.7% | Added |
| Pallas Capital Advisors LLC | 8,737 | $2.72M | 0.30% | +2,331+36.4% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 10,642 | $2.76M | 0.04% | +789+8.0% | Added |
| Alliancebernstein L.P. | 10,931 | $2.83M | 0.00% | −210−1.9% | Reduced |
| Rafferty Asset Management, LLC | 11,230 | $2.91M | 0.02% | −2,016−15.2% | Reduced |
| Royal Bank of Canada | 11,287 | $2.92M | 0.00% | +732+6.9% | Added |
| Envestnet Asset Management Inc | 11,307 | $2.93M | 0.00% | +667+6.3% | Added |
| Atria Investments LLC | 11,660 | $3.02M | 0.05% | −3,681−24.0% | Reduced |
| State of Alaska, Department of Revenue | 11,721 | $3.04M | 0.03% | +118+1.0% | Added |
| Barclays PLC | 11,909 | $3.08M | 0.00% | −802−6.3% | Reduced |
| Cardinal Capital Management | 12,093 | $3.13M | 0.68% | +26+0.2% | Added |
| BNP Paribas Arbitrage, SA | 12,140 | $3.14M | 0.01% | +6,498+115.2% | Added |
| Nisa Investment Advisors, LLC | 12,300 | $3.19M | 0.02% | +12,280+61,400.0% | Added |
| State of New Jersey Common Pension Fund D | 12,710 | $3.29M | 0.01% | −481−3.6% | Reduced |
| AQR Capital Management LLC | 13,106 | $3.40M | 0.01% | −7,929−37.7% | Reduced |
| Jane Street Group, LLC | 13,324 | $3.45M | 0.01% | +13,324 | New |
| US Bancorp | 13,415 | $3.48M | 0.01% | −266−1.9% | Reduced |
| Ceera Investments, LLC | 13,437 | $3.48M | 1.91% | −30−0.2% | Reduced |
| Public Employees Retirement System of Ohio | 13,863 | $3.59M | 0.01% | −132−0.9% | Reduced |
| HSBC Holdings PLC | 14,106 | $3.68M | 0.00% | −674−4.6% | Reduced |
| Marks Group Wealth Management, Inc | 16,007 | $4.15M | 0.56% | −289−1.8% | Reduced |
| Stifel Financial Corp | 17,062 | $4.42M | 0.01% | −256−1.5% | Reduced |
| Janus Henderson Group PLC | 17,280 | $4.47M | 0.00% | −806−4.5% | Reduced |
| TownSquare Capital, LLC | 18,090 | $4.69M | 0.14% | +20+0.1% | Added |
| Deutsche Bank AG | 18,108 | $4.69M | 0.00% | +3,763+26.2% | Added |
| Franklin Resources Inc | 18,275 | $4.73M | 0.00% | +2,712+17.4% | Added |
| Commerce Bank | 18,510 | $4.79M | 0.03% | −1,155−5.9% | Reduced |
| Jennison Associates LLC | 20,436 | $5.29M | 0.00% | +2,892+16.5% | Added |
| Legal & General Group Plc | 21,913 | $5.68M | 0.00% | +3,519+19.1% | Added |
| Citigroup Inc | 22,602 | $5.85M | 0.01% | −3,015−11.8% | Reduced |
| UBS Oconnor LLC | 22,946 | $5.94M | 0.05% | +22,946 | New |
| YHB Investment Advisors, Inc. | 23,113 | $5.99M | 0.52% | −236−1.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 23,685 | $6.13M | 0.02% | −13,203−35.8% | Reduced |
| Fisher Asset Management, LLC | 24,362 | $6.31M | 0.00% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 24,958 | $6.46M | 1.06% | +5,494+28.2% | Added |
| State Board of Administration of Florida Retirement System | 27,272 | $7.06M | 0.01% | −481−1.7% | Reduced |
| Rhumbline Advisers | 27,943 | $7.24M | 0.01% | −3,534−11.2% | Reduced |
| Asset Management One Co.,Ltd. | 27,737 | $7.25M | 0.03% | +27,737 | New |
| Victory Capital Management Inc | 29,087 | $7.53M | 0.01% | −1,368−4.5% | Reduced |
| Bank of Montreal | 27,934 | $7.72M | 0.00% | +4,929+21.4% | Added |
| Daiwa Securities Group Inc. | 30,595 | $7.92M | 0.05% | +5,105+20.0% | Added |
| Credit Suisse AG | 30,657 | $7.94M | 0.01% | +41+0.1% | Added |
| Stanley-Laman Group, Ltd. | 34,913 | $9.04M | 1.18% | +1,319+3.9% | Added |
| Segall Bryant & Hamill, LLC | 35,248 | $9.13M | 0.09% | +133+0.4% | Added |
| Nicholas Company, Inc. | 35,245 | $9.13M | 0.16% | +20+0.1% | Added |
| Nordea Investment Management AB | 35,270 | $9.43M | 0.01% | −79−0.2% | Reduced |
| Man Group plc | 38,855 | $10.1M | 0.04% | −5,095−11.6% | Reduced |
| California State Teachers Retirement System | 39,708 | $10.3M | 0.01% | −915−2.3% | Reduced |
| Panagora Asset Management Inc | 41,615 | $10.8M | 0.06% | +39,441+1,814.2% | Added |
| UBS Asset Management Americas Inc | 41,902 | $10.9M | 0.00% | +897+2.2% | Added |
| 2Xideas AG | 43,194 | $11.2M | 0.85% | +43,194 | New |
| Kornitzer Capital Management Inc | 44,165 | $11.4M | 0.18% | −1,490−3.3% | Reduced |
| First Trust Advisors LP | 45,601 | $11.8M | 0.01% | −2,982−6.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 47,523 | $12.3M | 0.02% | −40,227−45.8% | Reduced |
| Swiss National Bank | 52,200 | $13.5M | 0.01% | +100+0.2% | Added |
| California Public Employees Retirement System | 53,069 | $13.7M | 0.01% | +1,741+3.4% | Added |
| Northern Right Capital Management, L.P. | 61,108 | $15.8M | 4.90% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 62,186 | $16.1M | 0.00% | −1,534−2.4% | Reduced |
| TCW Group Inc | 62,449 | $16.2M | 0.14% | −2,449−3.8% | Reduced |
| Copeland Capital Management, LLC | 63,267 | $16.4M | 0.47% | +2,838+4.7% | Added |
| LMR Partners LLP | 68,168 | $17.7M | 0.24% | +68,168 | New |
| Cramer Rosenthal McGlynn LLC | 68,346 | $17.7M | 0.61% | −1,845−2.6% | Reduced |
| Mawer Investment Management Ltd. | 68,907 | $17.8M | 0.09% | −43,218−38.5% | Reduced |
| SEI Investments Co | 74,728 | $19.4M | 0.04% | +3,402+4.8% | Added |
| Confluence Investment Management LLC | 76,669 | $19.9M | 0.28% | −27,023−26.1% | Reduced |
| VGI Partners Ltd | 77,897 | $20.2M | 2.22% | −887−1.1% | Reduced |
| Eaton Vance Management | 84,146 | $21.8M | 0.03% | +20,932+33.1% | Added |
| Parnassus Investments | 92,446 | $23.9M | 0.05% | 00.0% | Unchanged |
| Morgan Stanley | 102,988 | $26.7M | 0.00% | +8,044+8.5% | Added |
| Northern Trust Corp | 112,471 | $29.1M | 0.01% | −2,751−2.4% | Reduced |
| Nuveen Asset Management, LLC | 114,973 | $29.8M | 0.01% | −46,870−29.0% | Reduced |
| Parametric Portfolio Associates LLC | 117,524 | $30.4M | 0.02% | −10.0% | Reduced |
| Chicago Capital, LLC | 120,565 | $31.2M | 1.18% | −277−0.2% | Reduced |
| Principal Financial Group Inc | 125,805 | $32.6M | 0.02% | +17,751+16.4% | Added |
| Pelham Global Financials Ltd | 127,326 | $33.0M | 10.65% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 133,821 | $34.7M | 0.01% | +14,087+11.8% | Added |
| New York State Common Retirement Fund | 135,396 | $35.1M | 0.04% | +15,677+13.1% | Added |
| Lazard Asset Management LLC | 140,269 | $36.3M | 0.04% | −9,939−6.6% | Reduced |
| Bank of America Corp | 143,562 | $37.2M | 0.00% | −5,034−3.4% | Reduced |
| Loomis Sayles & Co L P | 144,959 | $37.5M | 0.05% | +4,039+2.9% | Added |
| American Capital Management Inc | 184,809 | $47.9M | 1.29% | −7,516−3.9% | Reduced |
| Millennium Management LLC | 219,052 | $56.7M | 0.08% | +28,535+15.0% | Added |
| Norges Bank | 227,903 | $59.0M | 0.01% | +8,256+3.8% | Added |
| Praesidium Investment Management Company, LLC | 243,867 | $63.2M | 3.50% | +8,855+3.8% | Added |
| Wells Fargo & Company | 250,931 | $65.0M | 0.01% | −9,851−3.8% | Reduced |
| Geode Capital Management, LLC | 307,863 | $79.7M | 0.01% | −826−0.3% | Reduced |