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 |
|---|---|---|---|---|---|
| Glassman Wealth Services | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 9 | $3.00K | 0.00% | +2+28.6% | Added |
| JFS Wealth Advisors, LLC | 9 | $3.00K | 0.00% | +9 | New |
| Schubert & Co | 9 | $3.00K | 0.00% | +9 | New |
| Asset Dedication, LLC | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 20 | $6.00K | 0.00% | −12,280−99.8% | Reduced |
| Vigilant Capital Management, LLC | 19 | $6.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 18 | $6.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 19 | $6.50K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 21 | $7.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 23 | $7.87K | 0.00% | +3+15.0% | Added |
| Federation des caisses Desjardins du Quebec | 25 | $8.55K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 25 | $9.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 28 | $10.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 33 | $11.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 40 | $13.0K | 0.00% | −198−83.2% | Reduced |
| IFP Advisors, Inc | 37 | $13.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 40 | $14.0K | 0.00% | −4−9.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 45 | $15.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 46 | $16.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 62 | $17.0K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 52 | $18.0K | 0.00% | +52 | New |
| Whittier Trust Co | 56 | $19.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 68 | $23.0K | 0.00% | −33−32.7% | Reduced |
| Capital Advisors, Ltd. LLC | 70 | $24.0K | 0.00% | +70 | New |
| Cedar Mountain Advisors, LLC | 75 | $26.0K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 83 | $28.0K | 0.02% | 00.0% | Unchanged |
| Cambridge Trust Co | 88 | $30.0K | 0.00% | +88 | New |
| First Horizon Advisors, Inc. | 101 | $34.0K | 0.00% | +5+5.2% | Added |
| Covestor Ltd | 100 | $34.0K | 0.05% | +100 | New |
| Bell Investment Advisors, Inc | 102 | $35.0K | 0.01% | +12+13.3% | Added |
| Steward Partners Investment Advisory, LLC | 109 | $37.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 110 | $38.0K | 0.00% | +19+20.9% | Added |
| Covington Capital Management | 125 | $43.0K | 0.00% | −250−66.7% | Reduced |
| NEXT Financial Group, Inc | 125 | $43.0K | 0.00% | +74+145.1% | Added |
| Castleview Partners, LLC | 14,705 | $43.0K | 0.00% | +14,705 | New |
| Quent Capital, LLC | 141 | $48.0K | 0.01% | +141 | New |
| Koshinski Asset Management, Inc. | 143 | $48.9K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 150 | $51.0K | 0.03% | +150 | New |
| Rockefeller Capital Management L.P. | 175 | $60.0K | 0.00% | +23+15.1% | Added |
| Aquatic Capital Management LLC | 200 | $68.0K | 0.13% | +200 | New |
| Versant Capital Management, Inc | 206 | $70.0K | 0.02% | −1−0.5% | Reduced |
| Wolff Wiese Magana LLC | 221 | $76.0K | 0.05% | −20−8.3% | Reduced |
| CVA Family Office, LLC | 228 | $78.0K | 0.02% | +228 | New |
| Cubist Systematic Strategies, LLC | 256 | $88.0K | 0.00% | −3,575−93.3% | Reduced |
| Simon Quick Advisors, LLC | 263 | $90.0K | 0.02% | −319−54.8% | Reduced |
| JJJ Advisors Inc. | 266 | $91.0K | 0.03% | +13+5.1% | Added |
| Thompson Siegel & Walmsley LLC | 300 | $103.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 304 | $104.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 308 | $105.0K | 0.00% | −15−4.6% | Reduced |
| Quadrant Capital Group LLC | 317 | $108.0K | 0.01% | +240+311.7% | Added |
| McIlrath & Eck, LLC | 341 | $117.0K | 0.03% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 350 | $120.0K | 0.00% | +216+161.2% | Added |
| Central Trust Co | 367 | $126.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 380 | $130.0K | 0.00% | −120−24.0% | Reduced |
| CWM, LLC | 413 | $141.0K | 0.00% | +413 | New |
| Marshall Wace, LLP | 417 | $143.0K | 0.00% | +417 | New |
| American International Group, Inc. | 426 | $146.0K | 0.00% | −14−3.2% | Reduced |
| Dundas Partners LLP | 509 | $150.0K | 0.02% | +500+5,555.6% | Added |
| Signaturefd, LLC | 455 | $156.0K | 0.00% | +1+0.2% | Added |
| Ensign Peak Advisors, Inc | 480 | $164.0K | 0.00% | +480 | New |
| Harvest Fund Management Co., Ltd | 490 | $167.0K | 0.03% | +76+18.4% | Added |
| Van Eck Associates Corp | 548 | $187.0K | 0.00% | +41+8.1% | Added |
| Cresset Asset Management, LLC | 586 | $200.0K | 0.00% | −842−59.0% | Reduced |
| Macquarie Group Ltd | 597 | $204.0K | 0.00% | −70−10.5% | Reduced |
| Point72 Hong Kong Ltd | 605 | $207.0K | 0.02% | +605 | New |
| Resources Investment Advisors, LLC. | 612 | $209.0K | 0.01% | +612 | New |
| Alphasimplex Group, LLC | 627 | $214.0K | 0.36% | −720−53.5% | Reduced |
| American Century Companies Inc | 641 | $219.0K | 0.00% | +641 | New |
| Ritholtz Wealth Management | 645 | $221.0K | 0.01% | +645 | New |
| Clearbridge Investments, LLC | 650 | $222.0K | 0.00% | +650 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 650 | $222.0K | 0.04% | +650 | New |
| Stonegate Investment Group, LLC | 650 | $222.0K | 0.01% | +650 | New |
| Park Avenue Securities LLC | 690 | $236.0K | 0.00% | +690 | New |
| Long Road Investment Counsel, LLC | 700 | $239.0K | 0.09% | +700 | New |
| Flagship Harbor Advisors, LLC | 706 | $242.0K | 0.02% | +706 | New |
| PEAK6 Investments LLC | 710 | $243.0K | 0.01% | +424+148.3% | Added |
| Raymond James Trust N.A. | 715 | $245.0K | 0.01% | +715 | New |
| Umb Bank N A | 725 | $248.0K | 0.00% | +725 | New |
| Roberts Glore & Co Inc | 730 | $250.0K | 0.07% | −60−7.6% | Reduced |
| Cerity Partners LLC | 734 | $250.0K | 0.00% | +734 | New |
| Great Valley Advisor Group, Inc. | 750 | $256.0K | 0.02% | +750 | New |
| North Star Investment Management Corp. | 752 | $257.0K | 0.02% | +155+26.0% | Added |
| Baird Financial Group, Inc. | 768 | $263.0K | 0.00% | +768 | New |
| Manufacturers Life Insurance Company, The | 772 | $264.0K | 0.00% | −33−4.1% | Reduced |
| Virtu Financial LLC | 815 | $279.0K | 0.03% | +815 | New |
| Associated Banc-Corp | 827 | $283.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 830 | $283.9K | 0.01% | +350+72.9% | Added |
| O'Shaughnessy Asset Management, LLC | 837 | $286.0K | 0.01% | +3+0.4% | Added |
| Prudential Financial Inc | 932 | $293.0K | 0.00% | −63−6.3% | Reduced |
| Dearborn Partners LLC | 871 | $298.0K | 0.01% | +871 | New |
| Spears Abacus Advisors LLC | 886 | $303.0K | 0.02% | −720−44.8% | Reduced |
| MML Investors Services, LLC | 899 | $307.0K | 0.00% | +899 | New |
| Accuvest Global Advisors | 899 | $307.0K | 0.13% | +899 | New |
| Zacks Investment Management | 906 | $310.0K | 0.00% | +40+4.6% | Added |
| GWM Advisors LLC | 914 | $313.0K | 0.00% | +40+4.6% | Added |
| MAI Capital Management | 948 | $324.0K | 0.01% | +43+4.8% | Added |
| Pegasus Partners Ltd. | 983 | $336.0K | 0.06% | −692−41.3% | Reduced |