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, Q4 2021
Institutional positions in Morningstar, Inc. as of Dec 31, 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
- 341
- +26 vs. Q3 2021
- Shares held
- 23.2M
- +695.3K (+3.1%) vs. Q3 2021
- Total value
- $7.92B
- +$2.09B (+36.0%) vs. Q3 2021
- New holders
- 60
- 101 more added
- Sold out
- 34
- 128 more reduced
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Morningstar, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Select Equity Group, L.P. | 4,850,288 | $1.66B | 4.92% | +688,048+16.5% | Added |
| Vanguard Group Inc | 2,273,246 | $777.4M | 0.02% | +5,347+0.2% | Added |
| Bamco Inc | 1,208,920 | $413.4M | 0.88% | −4990.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,198,957 | $410.0M | 0.94% | −38,276−3.1% | Reduced |
| BlackRock Inc. | 1,052,758 | $360.0M | 0.01% | +12,488+1.2% | Added |
| Atlanta Capital Management Co L L C | 1,015,513 | $347.3M | 1.18% | −85,207−7.7% | Reduced |
| FMR LLC | 869,129 | $297.2M | 0.02% | −54,603−5.9% | Reduced |
| Wasatch Advisors Inc | 805,703 | $275.5M | 1.12% | −8,870−1.1% | Reduced |
| JPMorgan Chase & Co | 576,347 | $197.1M | 0.02% | +97,873+20.5% | Added |
| Echo Street Capital Management LLC | 527,361 | $180.4M | 1.21% | −23,388−4.2% | Reduced |
| Pendal Group Limited | 441,537 | $151.0M | 1.21% | −5,307−1.2% | Reduced |
| Artisan Partners Limited Partnership | 420,553 | $143.8M | 0.17% | −39,591−8.6% | Reduced |
| Renaissance Technologies LLC | 410,900 | $140.5M | 0.17% | −39,270−8.7% | Reduced |
| Massachusetts Financial Services Co | 376,239 | $128.7M | 0.04% | +376,239 | New |
| State Street Corp | 367,576 | $125.7M | 0.01% | +13,752+3.9% | Added |
| Invesco Ltd. | 322,939 | $110.4M | 0.03% | −1,646−0.5% | Reduced |
| Geode Capital Management, LLC | 319,041 | $109.1M | 0.01% | +11,178+3.6% | Added |
| Dimensional Fund Advisors LP | 313,742 | $107.3M | 0.03% | −1,256−0.4% | Reduced |
| Royce & Associates LP | 313,459 | $107.2M | 0.80% | −26,291−7.7% | Reduced |
| Bank of New York Mellon Corp | 307,535 | $105.2M | 0.02% | −11,991−3.8% | Reduced |
| Praesidium Investment Management Company, LLC | 226,512 | $77.5M | 4.35% | −17,355−7.1% | Reduced |
| Norges Bank | 225,967 | $77.3M | 0.02% | −1,936−0.8% | Reduced |
| American Capital Management Inc | 184,391 | $63.1M | 1.62% | −418−0.2% | Reduced |
| Loomis Sayles & Co L P | 143,494 | $49.1M | 0.06% | −1,465−1.0% | Reduced |
| Bank of America Corp | 139,879 | $47.8M | 0.01% | −3,683−2.6% | Reduced |
| Charles Schwab Investment Management Inc | 136,438 | $46.7M | 0.01% | +2,617+2.0% | Added |
| Millennium Management LLC | 125,935 | $43.1M | 0.05% | −93,117−42.5% | Reduced |
| Lazard Asset Management LLC | 120,765 | $41.3M | 0.04% | −19,504−13.9% | Reduced |
| Chicago Capital, LLC | 118,820 | $40.6M | 1.51% | −1,745−1.4% | Reduced |
| Parametric Portfolio Associates LLC | 115,372 | $39.5M | 0.02% | −2,152−1.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 114,957 | $39.3M | 0.04% | +114,957 | New |
| Northern Trust Corp | 109,590 | $37.5M | 0.01% | −2,881−2.6% | Reduced |
| Principal Financial Group Inc | 107,512 | $36.8M | 0.02% | −18,293−14.5% | Reduced |
| Nuveen Asset Management, LLC | 105,136 | $36.0M | 0.01% | −9,837−8.6% | Reduced |
| Morgan Stanley | 99,437 | $34.0M | 0.00% | −3,551−3.4% | Reduced |
| New York State Common Retirement Fund | 96,907 | $33.1M | 0.03% | −38,489−28.4% | Reduced |
| Pelham Global Financials Ltd | 96,126 | $32.9M | 14.56% | −31,200−24.5% | Reduced |
| Parnassus Investments | 92,446 | $31.6M | 0.06% | 00.0% | Unchanged |
| Eaton Vance Management | 90,826 | $31.1M | 0.04% | +6,680+7.9% | Added |
| LMR Partners LLP | 90,393 | $30.9M | 0.41% | +22,225+32.6% | Added |
| Wells Fargo & Company | 85,067 | $29.1M | 0.01% | −165,864−66.1% | Reduced |
| SEI Investments Co | 76,773 | $26.1M | 0.05% | +2,045+2.7% | Added |
| Confluence Investment Management LLC | 76,324 | $26.1M | 0.35% | −345−0.4% | Reduced |
| VGI Partners Ltd | 72,810 | $24.9M | 2.99% | −5,087−6.5% | Reduced |
| Engle Capital Management, L.P. | 69,609 | $23.8M | 4.81% | +69,609 | New |
| Cramer Rosenthal McGlynn LLC | 66,472 | $22.7M | 0.73% | −1,874−2.7% | Reduced |
| Goldman Sachs Group Inc | 64,937 | $22.2M | 0.01% | +2,751+4.4% | Added |
| Copeland Capital Management, LLC | 62,278 | $21.3M | 0.55% | −989−1.6% | Reduced |
| TCW Group Inc | 60,618 | $20.7M | 0.17% | −1,831−2.9% | Reduced |
| Mawer Investment Management Ltd. | 58,772 | $20.1M | 0.09% | −10,135−14.7% | Reduced |
| Northern Right Capital Management, L.P. | 54,997 | $18.8M | 5.85% | −6,111−10.0% | Reduced |
| 2Xideas AG | 54,932 | $18.8M | 1.13% | +11,738+27.2% | Added |
| California Public Employees Retirement System | 53,069 | $18.1M | 0.01% | 00.0% | Unchanged |
| Swiss National Bank | 52,100 | $17.8M | 0.01% | −100−0.2% | Reduced |
| Ameriprise Financial Inc | 48,627 | $16.6M | 0.00% | +48,627 | New |
| UBS Asset Management Americas Inc | 43,054 | $14.7M | 0.01% | +1,152+2.7% | Added |
| Kornitzer Capital Management Inc | 42,705 | $14.6M | 0.22% | −1,460−3.3% | Reduced |
| First Trust Advisors LP | 41,006 | $14.0M | 0.01% | −4,595−10.1% | Reduced |
| Panagora Asset Management Inc | 39,895 | $13.6M | 0.07% | −1,720−4.1% | Reduced |
| Segall Bryant & Hamill, LLC | 36,187 | $12.4M | 0.11% | +939+2.7% | Added |
| Asset Management One Co.,Ltd. | 35,131 | $12.0M | 0.04% | +7,394+26.7% | Added |
| Nordea Investment Management AB | 35,054 | $12.0M | 0.01% | −216−0.6% | Reduced |
| ExodusPoint Capital Management, LP | 34,257 | $11.7M | 0.14% | +29,331+595.4% | Added |
| California State Teachers Retirement System | 32,859 | $11.2M | 0.01% | −6,849−17.2% | Reduced |
| Daiwa Securities Group Inc. | 31,595 | $10.8M | 0.06% | +1,000+3.3% | Added |
| Man Group plc | 31,464 | $10.8M | 0.03% | −7,391−19.0% | Reduced |
| Nicholas Company, Inc. | 31,345 | $10.7M | 0.17% | −3,900−11.1% | Reduced |
| Rhumbline Advisers | 28,044 | $9.59M | 0.01% | +101+0.4% | Added |
| Victory Capital Management Inc | 27,344 | $9.35M | 0.01% | −1,743−6.0% | Reduced |
| State Board of Administration of Florida Retirement System | 27,144 | $9.28M | 0.02% | −128−0.5% | Reduced |
| Credit Suisse AG | 26,279 | $8.99M | 0.01% | −4,378−14.3% | Reduced |
| SG Americas Securities, LLC | 25,364 | $8.67M | 0.06% | +23,479+1,245.6% | Added |
| Southeast Asset Advisors Inc. | 25,355 | $8.67M | 1.19% | +397+1.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 24,178 | $8.27M | 0.03% | +493+2.1% | Added |
| Arrowstreet Capital, Limited Partnership | 23,546 | $8.05M | 0.01% | −23,977−50.5% | Reduced |
| YHB Investment Advisors, Inc. | 23,023 | $7.87M | 0.62% | −90−0.4% | Reduced |
| Legal & General Group Plc | 22,240 | $7.61M | 0.00% | +327+1.5% | Added |
| Susquehanna International Group, LLP | 20,367 | $6.96M | 0.01% | +18,250+862.1% | Added |
| Citigroup Inc | 20,097 | $6.87M | 0.01% | −2,505−11.1% | Reduced |
| Franklin Resources Inc | 19,836 | $6.78M | 0.00% | +1,561+8.5% | Added |
| Janus Henderson Group PLC | 19,636 | $6.72M | 0.00% | +2,356+13.6% | Added |
| Alberta Investment Management Corp | 19,562 | $6.69M | 0.04% | +19,562 | New |
| Fisher Asset Management, LLC | 18,560 | $6.35M | 0.00% | −5,802−23.8% | Reduced |
| TownSquare Capital, LLC | 17,755 | $6.07M | 0.15% | −335−1.9% | Reduced |
| Stifel Financial Corp | 16,754 | $5.73M | 0.01% | −308−1.8% | Reduced |
| UBS Group AG | 16,526 | $5.65M | 0.00% | +9,301+128.7% | Added |
| Russell Investments Group, Ltd. | 15,884 | $5.43M | 0.01% | +9,638+154.3% | Added |
| Bank of Nova Scotia | 15,818 | $5.41M | 0.01% | +7,500+90.2% | Added |
| Marks Group Wealth Management, Inc | 15,745 | $5.36M | 0.65% | −262−1.6% | Reduced |
| Capitolis Advisors LLC | 15,596 | $5.33M | 0.03% | +15,485+13,950.5% | Added |
| Commerce Bank | 13,690 | $4.68M | 0.03% | −4,820−26.0% | Reduced |
| US Bancorp | 13,395 | $4.58M | 0.01% | −20−0.1% | Reduced |
| State of New Jersey Common Pension Fund D | 13,252 | $4.53M | 0.01% | +542+4.3% | Added |
| Public Employees Retirement System of Ohio | 13,247 | $4.53M | 0.02% | −616−4.4% | Reduced |
| Ceera Investments, LLC | 13,217 | $4.52M | 2.34% | −220−1.6% | Reduced |
| National Bank of Canada | 13,185 | $4.49M | 0.02% | +13,185 | New |
| Rafferty Asset Management, LLC | 12,341 | $4.22M | 0.02% | +1,111+9.9% | Added |
| Cardinal Capital Management | 11,843 | $4.05M | 0.80% | −250−2.1% | Reduced |
| AQR Capital Management LLC | 11,734 | $4.01M | 0.01% | −1,372−10.5% | Reduced |
| State of Alaska, Department of Revenue | 11,481 | $3.93M | 0.04% | −240−2.0% | Reduced |