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.
Q4 2021 vs. Q3 2021
How the institutions holding Morningstar, Inc. changed between Q3 2021 and Q4 2021.
All holders in Q4 2021All holders in Q3 2021
| Measure | Q3 2021 | Of which not filed for Q4 2021 | Q4 2021 | Change |
|---|---|---|---|---|
| Holders | 318 | 3 | 341 | +26 |
| Shares | 22.5M | 17.0K | 23.2M | +695.3K (+3.1%) |
| Value | $5.83B | $4.40M | $7.92B | +$2.09B (+36.0%) |
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (60)
Institutions that held Morningstar, Inc. at the end of Q4 2021 but not at the end of Q3 2021.
Sold out (34)
Institutions that held Morningstar, Inc. at the end of Q3 2021 and filed for Q4 2021 without it.
Not filed for Q4 2021 yet (3)
Institutions that held Morningstar, Inc. at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| B. Metzler seel. Sohn & Co. Holding AG | 10,642 | $2.76M |
| Farr Miller & Washington LLC | 6,319 | $1.64M |
| Berman Capital Advisors, LLC | 42 | $10.0K |