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 |
|---|---|---|---|---|---|
| CIBC Asset Management Inc | 1,748 | $453.0K | 0.00% | +152+9.5% | Added |
| Pekin Hardy Strauss, Inc. | 1,729 | $448.0K | 0.06% | −161−8.5% | Reduced |
| Pegasus Partners Ltd. | 1,675 | $434.0K | 0.08% | −601−26.4% | Reduced |
| Spears Abacus Advisors LLC | 1,606 | $416.0K | 0.03% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,590 | $412.0K | 0.01% | +741+87.3% | Added |
| Parallel Advisors, LLC | 1,561 | $404.0K | 0.02% | +13+0.8% | Added |
| First Republic Investment Management, Inc. | 1,554 | $403.0K | 0.00% | +61+4.1% | Added |
| Pictet Asset Management SA | 1,530 | $396.0K | 0.00% | +1,530 | New |
| Krane Funds Advisors LLC | 1,521 | $394.0K | 0.01% | −799−34.4% | 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 |
| Metropolitan Life Insurance Co | 1,465 | $379.5K | 0.01% | −48−3.2% | Reduced |
| Ground Swell Capital, LLC | 1,443 | $374.0K | 1.61% | +1,443 | New |
| Cresset Asset Management, LLC | 1,428 | $369.0K | 0.00% | +12+0.8% | Added |
| Welch & Forbes LLC | 1,410 | $366.0K | 0.01% | −576−29.0% | Reduced |
| Creative Planning | 1,406 | $364.0K | 0.00% | +12+0.9% | Added |
| Montag A & Associates Inc | 1,400 | $363.0K | 0.02% | −40−2.8% | Reduced |
| Assenagon Asset Management S.A. | 1,397 | $362.0K | 0.00% | −296−17.5% | Reduced |
| The PNC Financial Services Group, Inc. | 1,360 | $351.0K | 0.00% | +196+16.8% | Added |
| HM Payson & Co | 1,350 | $350.0K | 0.01% | 00.0% | Unchanged |
| Alphasimplex Group, LLC | 1,347 | $349.0K | 0.29% | −2,711−66.8% | Reduced |
| Beacon Pointe Advisors, LLC | 1,309 | $339.0K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,304 | $338.0K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 1,300 | $337.0K | 0.11% | +1,300 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 1,238 | $321.0K | 0.00% | −1,276−50.8% | Reduced |
| 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 |
| Gsa Capital Partners LLP | 1,141 | $296.0K | 0.03% | +1,141 | New |
| Heartland Bank & Trust Co | 1,130 | $293.0K | 0.25% | 00.0% | Unchanged |
| Davenport & Co LLC | 1,127 | $292.0K | 0.00% | +1,127 | New |
| HBK Sorce Advisory LLC | 1,102 | $285.0K | 0.02% | −127−10.3% | Reduced |
| Prudential Financial Inc | 995 | $275.0K | 0.00% | −67−6.3% | Reduced |
| Cadent Capital Advisors, LLC | 1,041 | $270.0K | 0.12% | 00.0% | Unchanged |
| Synovus Financial Corp | 1,012 | $266.0K | 0.00% | +1,012 | New |
| JustInvest LLC | 1,007 | $261.0K | 0.02% | −27−2.6% | Reduced |
| Bard Financial Services, Inc. | 1,000 | $259.0K | 0.02% | 00.0% | Unchanged |
| First Manhattan Co | 993 | $257.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 972 | $252.0K | 0.00% | +68+7.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 967 | $250.0K | 0.05% | +967 | New |
| Commonwealth Equity Services, LLC | 926 | $239.0K | 0.00% | −50−5.1% | Reduced |
| MAI Capital Management | 905 | $234.0K | 0.00% | +905 | New |
| Two Sigma Securities, LLC | 905 | $234.0K | 0.05% | +905 | New |
| GWM Advisors LLC | 874 | $226.0K | 0.01% | +30+3.6% | Added |
| Zacks Investment Management | 866 | $224.0K | 0.00% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 842 | $218.0K | 0.06% | +842 | New |
| O'Shaughnessy Asset Management, LLC | 834 | $216.0K | 0.00% | +68+8.9% | Added |
| Associated Banc-Corp | 827 | $214.0K | 0.01% | −2−0.2% | Reduced |
| Manufacturers Life Insurance Company, The | 805 | $209.0K | 0.00% | −65−7.5% | Reduced |
| Roberts Glore & Co Inc | 790 | $205.0K | 0.06% | 00.0% | Unchanged |
| Macquarie Group Ltd | 667 | $173.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 597 | $155.0K | 0.01% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 582 | $150.0K | 0.04% | +420+259.3% | Added |
| Van Eck Associates Corp | 507 | $131.0K | 0.00% | +189+59.4% | Added |
| Ci Investments Inc. | 500 | $130.0K | 0.00% | +2+0.4% | Added |
| Leonteq Securities AG | 480 | $124.3K | 0.01% | +480 | New |
| Signaturefd, LLC | 454 | $118.0K | 0.00% | −19−4.0% | Reduced |
| American International Group, Inc. | 440 | $114.0K | 0.00% | −35−7.4% | Reduced |
| Harvest Fund Management Co., Ltd | 414 | $107.0K | 0.02% | 00.0% | Unchanged |
| Covington Capital Management | 375 | $97.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 367 | $95.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 341 | $88.0K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 323 | $84.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 304 | $79.0K | 0.02% | −38−11.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 300 | $78.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 286 | $75.0K | 0.00% | −832−74.4% | Reduced |
| Trustcore Financial Services, LLC | 278 | $72.0K | 0.01% | +278 | New |
| JJJ Advisors Inc. | 253 | $66.0K | 0.02% | +15+6.3% | Added |
| Wolff Wiese Magana LLC | 241 | $62.0K | 0.04% | −9−3.6% | Reduced |
| Simplex Trading, LLC | 238 | $60.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 207 | $54.0K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 152 | $39.0K | 0.00% | +45+42.1% | Added |
| Koshinski Asset Management, Inc. | 143 | $37.0K | 0.00% | +143 | New |
| Altshuler Shaham Ltd | 134 | $35.0K | 0.00% | −40−23.0% | Reduced |
| Dark Forest Capital Management LP | 125 | $32.0K | 0.01% | −2,019−94.2% | Reduced |
| Fifth Third Bancorp | 119 | $31.0K | 0.00% | 00.0% | Unchanged |
| Capitolis Advisors LLC | 111 | $31.0K | 0.00% | +111 | New |
| JNBA Financial Advisors | 116 | $30.0K | 0.00% | +116 | New |
| Steward Partners Investment Advisory, LLC | 109 | $28.0K | 0.00% | +109 | New |
| 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 |
| First Horizon Advisors, Inc. | 96 | $24.0K | 0.00% | +1+1.1% | Added |
| AdvisorNet Financial, Inc | 91 | $24.0K | 0.00% | 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 |
| 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 |
| Quadrant Capital Group LLC | 77 | $20.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 78 | $20.0K | 0.00% | +3+4.0% | Added |
| Cedar Mountain Advisors, LLC | 75 | $19.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 62 | $16.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 56 | $15.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 51 | $13.0K | 0.00% | +41+410.0% | Added |
| 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 |
| FourThought Financial, LLC | 44 | $11.0K | 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 |
| Creative Financial Designs Inc | 33 | $9.00K | 0.00% | 00.0% | Unchanged |