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 |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 314,998 | $81.6M | 0.03% | +1,257+0.4% | Added |
| Bank of New York Mellon Corp | 319,526 | $82.8M | 0.02% | −3,889−1.2% | Reduced |
| Invesco Ltd. | 324,585 | $84.1M | 0.02% | −571−0.2% | Reduced |
| Royce & Associates LP | 339,750 | $88.0M | 0.66% | +13,881+4.3% | Added |
| State Street Corp | 353,824 | $91.7M | 0.00% | +4,377+1.3% | Added |
| Pendal Group Limited | 446,844 | $115.7M | 0.96% | −2,910−0.6% | Reduced |
| Renaissance Technologies LLC | 450,170 | $116.6M | 0.15% | −25,400−5.3% | Reduced |
| Artisan Partners Limited Partnership | 460,144 | $119.2M | 0.15% | −3,690−0.8% | Reduced |
| JPMorgan Chase & Co | 478,474 | $123.9M | 0.02% | −75,122−13.6% | Reduced |
| Echo Street Capital Management LLC | 550,749 | $142.7M | 1.00% | +104,492+23.4% | Added |
| Wasatch Advisors Inc | 814,573 | $211.0M | 0.86% | +467+0.1% | Added |
| FMR LLC | 923,732 | $239.3M | 0.02% | +178,679+24.0% | Added |
| BlackRock Inc. | 1,040,270 | $269.5M | 0.01% | −9,961−0.9% | Reduced |
| Atlanta Capital Management Co L L C | 1,100,720 | $285.1M | 1.02% | −7,051−0.6% | Reduced |
| Bamco Inc | 1,209,419 | $313.3M | 0.71% | −5,790−0.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,237,233 | $320.5M | 0.78% | −119,743−8.8% | Reduced |
| Vanguard Group Inc | 2,267,899 | $587.5M | 0.01% | −96,537−4.1% | Reduced |
| Select Equity Group, L.P. | 4,162,240 | $1.08B | 3.62% | +525,245+14.4% | Added |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −7,488−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −5,089−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| AGF Investments LLC | 0 | $0 | 0.00% | −2,492−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −1,971−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −1,831−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −1,093−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −1,047−100.0% | Sold out |
| Berkeley, Inc | 0 | $0 | 0.00% | −911−100.0% | Sold out |
| Evercore Wealth Management, LLC | 0 | $0 | 0.00% | −887−100.0% | Sold out |
| Agf Investments Inc. | 0 | $0 | 0.00% | −776−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −228−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Savior LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Kensington Investment Counsel, LLC | – | – | – | – | Not filed |
| Pictet Asset Management Ltd | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |