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 |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 10,931 | $2.83M | 0.00% | −210−1.9% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 10,642 | $2.76M | 0.04% | +789+8.0% | Added |
| Pallas Capital Advisors LLC | 8,737 | $2.72M | 0.30% | +2,331+36.4% | Added |
| George Kaiser Family Foundation | 10,281 | $2.66M | 0.45% | +363+3.7% | Added |
| Bright Rock Capital Management, LLC | 10,000 | $2.59M | 0.65% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 9,814 | $2.54M | 0.03% | +8,014+445.2% | Added |
| Price T Rowe Associates Inc | 9,583 | $2.48M | 0.00% | −557−5.5% | Reduced |
| Citadel Advisors LLC | 9,573 | $2.48M | 0.00% | −1,494−13.5% | Reduced |
| Oppenheimer Asset Management Inc. | 9,545 | $2.47M | 0.04% | +633+7.1% | Added |
| Neuberger Berman Group LLC | 9,261 | $2.39M | 0.00% | +1,517+19.6% | 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 |
| Squarepoint Ops LLC | 8,764 | $2.27M | 0.02% | +1,016+13.1% | Added |
| Qube Research & Technologies Ltd | 8,707 | $2.25M | 0.03% | −3,857−30.7% | Reduced |
| Treasurer of the State of North Carolina | 8,425 | $2.18M | 0.01% | +289+3.6% | Added |
| Bank of Nova Scotia | 8,318 | $2.15M | 0.00% | −11,519−58.1% | Reduced |
| Henshaw Capital LLC | 8,235 | $2.13M | 0.13% | +10+0.1% | Added |
| Eqis Capital Management, Inc. | 8,209 | $2.13M | 0.16% | +2,448+42.5% | Added |
| M&T Bank Corp | 8,201 | $2.13M | 0.01% | −87−1.0% | Reduced |
| Captrust Financial Advisors | 8,055 | $2.09M | 0.02% | +1,599+24.8% | Added |
| D. E. Shaw & Co., Inc. | 7,916 | $2.05M | 0.00% | +2,401+43.5% | Added |
| Bessemer Group Inc | 7,643 | $1.98M | 0.00% | +1,187+18.4% | Added |
| Voya Investment Management LLC | 7,612 | $1.97M | 0.00% | −144−1.9% | Reduced |
| Blair William & Co | 7,422 | $1.92M | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 7,225 | $1.87M | 0.00% | −4,588−38.8% | Reduced |
| Voloridge Investment Management, LLC | 7,091 | $1.84M | 0.01% | +2,392+50.9% | Added |
| Donoghue Forlines LLC | 7,033 | $1.82M | 0.35% | +7,033 | New |
| Vontobel Holding Ltd. | 7,000 | $1.81M | 0.02% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 6,900 | $1.79M | 1.34% | +500+7.8% | Added |
| Sepio Capital, LP | 6,688 | $1.73M | 0.15% | −148−2.2% | Reduced |
| Arizona State Retirement System | 6,434 | $1.67M | 0.01% | +13+0.2% | Added |
| Bank of Stockton | 6,432 | $1.67M | 0.51% | −55−0.8% | Reduced |
| Farr Miller & Washington LLC | 6,319 | $1.64M | 0.11% | +543+9.4% | Added |
| Russell Investments Group, Ltd. | 6,246 | $1.62M | 0.00% | −407−6.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 6,224 | $1.61M | 0.03% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 6,175 | $1.60M | 0.50% | +100+1.6% | Added |
| Aviva PLC | 6,072 | $1.57M | 0.01% | +6,072 | New |
| Motive Wealth Advisors | 6,011 | $1.56M | 1.05% | +1,204+25.0% | Added |
| Truist Financial Corp | 5,902 | $1.53M | 0.00% | −1,359−18.7% | Reduced |
| Empire Life Investments Inc. | 5,684 | $1.47M | 0.10% | +98+1.8% | Added |
| Black Creek Investment Management Inc. | 5,300 | $1.37M | 0.04% | 00.0% | Unchanged |
| Allstate Corp | 5,066 | $1.31M | 0.05% | −559−9.9% | Reduced |
| Ashford Capital Management Inc | 4,960 | $1.28M | 0.12% | −221−4.3% | Reduced |
| Johnson Investment Counsel Inc | 4,954 | $1.28M | 0.02% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 4,926 | $1.28M | 0.02% | −622−11.2% | Reduced |
| Iridian Asset Management LLC | 4,734 | $1.23M | 0.04% | −356−7.0% | Reduced |
| Amalgamated Bank | 4,700 | $1.22M | 0.01% | −255−5.1% | Reduced |
| Private Advisor Group, LLC | 4,512 | $1.17M | 0.01% | −1,784−28.3% | Reduced |
| Knowledge Leaders Capital, LLC | 4,435 | $1.15M | 0.93% | 00.0% | Unchanged |
| HRT Financial LP | 4,429 | $1.15M | 0.01% | +4,429 | New |
| Grandeur Peak Global Advisors, LLC | 4,300 | $1.11M | 0.05% | +300+7.5% | Added |
| Handelsbanken Fonder AB | 4,272 | $1.11M | 0.01% | 00.0% | Unchanged |
| Utah Retirement Systems | 4,185 | $1.08M | 0.01% | −300−6.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,157 | $1.08M | 0.14% | +412+11.0% | Added |
| O'Shares Investment Advisers, LLC | 4,133 | $1.07M | 0.08% | −1,575−27.6% | Reduced |
| Davy Global Fund Management Ltd | 4,049 | $1.05M | 0.16% | +4,049 | New |
| Fiera Capital Corp | 3,993 | $1.03M | 0.00% | 00.0% | Unchanged |
| Winton Group Ltd | 3,922 | $1.02M | 0.06% | −960−19.7% | Reduced |
| Advisor Group Holdings, Inc. | 3,916 | $1.01M | 0.00% | −340−8.0% | Reduced |
| Twin Capital Management Inc | 3,884 | $1.01M | 0.10% | +3,884 | New |
| Veritable, L.P. | 3,855 | $999.0K | 0.02% | +289+8.1% | Added |
| Cubist Systematic Strategies, LLC | 3,831 | $992.0K | 0.01% | +458+13.6% | Added |
| Teacher Retirement System of Texas | 3,769 | $976.0K | 0.01% | +686+22.3% | Added |
| BCGM Wealth Management, LLC | 3,043 | $964.0K | 0.54% | +408+15.5% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 3,300 | $855.0K | 0.01% | +2,123+180.4% | Added |
| Quantbot Technologies LP | 3,144 | $814.0K | 0.06% | −561−15.1% | Reduced |
| Avantax Advisory Services, Inc. | 3,125 | $810.0K | 0.01% | −95−3.0% | Reduced |
| HighTower Advisors, LLC | 3,035 | $792.0K | 0.00% | −3,110−50.6% | Reduced |
| Bradley Foster & Sargent Inc | 3,021 | $783.0K | 0.02% | 00.0% | Unchanged |
| Leverage Partners Absolute Return Fund SPC | 3,000 | $777.0K | 0.75% | +3,000 | New |
| State of Wisconsin Investment Board | 2,932 | $759.0K | 0.00% | +140+5.0% | Added |
| Accretive Wealth Partners, LLC | 2,916 | $755.0K | 0.53% | +2,916 | New |
| Public Employees Retirement Association of Colorado | 2,787 | $722.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,682 | $695.0K | 0.02% | −758−22.0% | Reduced |
| LPL Financial LLC | 2,596 | $673.0K | 0.00% | +1,047+67.6% | Added |
| Illinois Municipal Retirement Fund | 2,572 | $666.0K | 0.02% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 2,556 | $663.0K | 0.00% | −85−3.2% | Reduced |
| Regentatlantic Capital LLC | 2,516 | $652.0K | 0.02% | +522+26.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,500 | $648.0K | 0.00% | 00.0% | Unchanged |
| Navellier & Associates Inc | 2,435 | $631.0K | 0.10% | −51−2.1% | Reduced |
| Precision Wealth Strategies, LLC | 2,420 | $627.0K | 0.48% | +525+27.7% | Added |
| Xponance, Inc. | 2,396 | $621.0K | 0.01% | −78−3.2% | Reduced |
| Algert Global LLC | 2,387 | $618.0K | 0.08% | +2,387 | New |
| Fiduciary Trust Co | 2,314 | $599.0K | 0.01% | +903+64.0% | Added |
| AlphaCrest Capital Management LLC | 2,296 | $595.0K | 0.03% | +2,296 | New |
| Los Angeles Capital Management LLC | 2,219 | $575.0K | 0.00% | −87−3.8% | Reduced |
| BCJ Capital Management, LLC | 2,215 | $574.0K | 0.06% | +30+1.4% | Added |
| Susquehanna International Group, LLP | 2,117 | $548.0K | 0.00% | −133−5.9% | Reduced |
| Raymond James & Associates | 2,085 | $540.0K | 0.00% | +237+12.8% | Added |
| ProShare Advisors LLC | 2,030 | $526.0K | 0.00% | +178+9.6% | Added |
| Quadrature Capital Ltd | 2,016 | $522.0K | 0.02% | +2,016 | New |
| Hanlon Investment Management, Inc. | 2,000 | $518.0K | 0.11% | 00.0% | Unchanged |
| Martingale Asset Management L P | 1,973 | $512.0K | 0.01% | −30−1.5% | Reduced |
| SG Americas Securities, LLC | 1,885 | $488.0K | 0.00% | −885−31.9% | Reduced |
| Janney Montgomery Scott LLC | 1,875 | $486.0K | 0.00% | −45−2.3% | Reduced |
| Great West Life Assurance Co | 1,798 | $468.0K | 0.00% | −17−0.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,801 | $467.0K | 0.03% | −147−7.5% | Reduced |
| 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 |
| Maryland State Retirement & Pension System | 1,727 | $461.0K | 0.01% | 00.0% | Unchanged |