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 |
|---|---|---|---|---|---|
| First Manhattan Co | 993 | $339.0K | 0.00% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 1,000 | $342.0K | 0.03% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 1,003 | $343.0K | 0.15% | −38−3.7% | Reduced |
| Connectus Wealth, LLC | 1,012 | $346.0K | 0.01% | +1,012 | New |
| Quantinno Capital Management LP | 1,025 | $351.0K | 0.06% | +1,025 | New |
| Commonwealth Equity Services, LLC | 1,082 | $370.0K | 0.00% | +156+16.8% | Added |
| HBK Sorce Advisory LLC | 1,098 | $376.0K | 0.02% | −4−0.4% | Reduced |
| Heartland Bank & Trust Co | 1,130 | $386.0K | 0.29% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 1,142 | $391.0K | 0.01% | −379−24.9% | Reduced |
| Capital Investment Counsel, Inc | 1,150 | $393.0K | 0.07% | 00.0% | Unchanged |
| Synovus Financial Corp | 1,188 | $398.0K | 0.00% | +176+17.4% | Added |
| Beacon Pointe Advisors, LLC | 1,170 | $400.0K | 0.01% | −139−10.6% | Reduced |
| Fifth Third Bancorp | 1,193 | $408.0K | 0.00% | +1,074+902.5% | Added |
| Assenagon Asset Management S.A. | 1,195 | $409.0K | 0.00% | −202−14.5% | Reduced |
| Virginia Retirement Systems Et Al | 1,200 | $410.0K | 0.00% | +1,200 | New |
| Personal Capital Advisors Corp | 1,289 | $441.0K | 0.00% | +1,289 | New |
| Voloridge Investment Management, LLC | 1,346 | $460.0K | 0.00% | −5,745−81.0% | Reduced |
| HM Payson & Co | 1,350 | $462.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,359 | $464.0K | 0.00% | −1−0.1% | Reduced |
| Walleye Capital LLC | 1,380 | $472.0K | 0.02% | +1,380 | New |
| Tower Research Capital LLC (TRC) | 1,387 | $474.0K | 0.01% | +1,304+1,571.1% | Added |
| Montag A & Associates Inc | 1,400 | $479.0K | 0.02% | 00.0% | Unchanged |
| Welch & Forbes LLC | 1,410 | $483.0K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,454 | $497.3K | 0.01% | −11−0.8% | Reduced |
| BTC Capital Management, Inc. | 1,468 | $499.0K | 0.05% | +1,468 | New |
| Connable Office Inc | 1,470 | $503.0K | 0.06% | 00.0% | Unchanged |
| Creative Planning | 1,474 | $504.0K | 0.00% | +68+4.8% | Added |
| Two Sigma Advisers, LP | 1,500 | $513.0K | 0.00% | +1,500 | New |
| Procyon Private Wealth Partners, LLC | 1,522 | $521.0K | 0.11% | +370+32.1% | Added |
| Pictet Asset Management SA | 1,530 | $523.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,554 | $531.0K | 0.00% | +250+19.2% | Added |
| Parallel Advisors, LLC | 1,571 | $537.0K | 0.02% | +10+0.6% | Added |
| First Republic Investment Management, Inc. | 1,621 | $554.0K | 0.00% | +67+4.3% | Added |
| Versor Investments LP | 1,700 | $581.0K | 0.02% | +1,700 | New |
| Maryland State Retirement & Pension System | 1,727 | $591.0K | 0.02% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 1,730 | $592.0K | 0.08% | +1+0.1% | Added |
| CIBC Asset Management Inc | 1,758 | $601.0K | 0.00% | +10+0.6% | Added |
| Great West Life Assurance Co | 1,791 | $611.0K | 0.00% | −7−0.4% | Reduced |
| BCJ Capital Management, LLC | 1,799 | $615.0K | 0.06% | −416−18.8% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 1,800 | $616.0K | 0.17% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 1,809 | $619.0K | 0.03% | +8+0.4% | Added |
| JustInvest LLC | 1,826 | $624.0K | 0.04% | +819+81.3% | Added |
| Janney Montgomery Scott LLC | 1,881 | $643.0K | 0.00% | +6+0.3% | Added |
| Martingale Asset Management L P | 1,973 | $676.0K | 0.01% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 2,000 | $684.0K | 0.13% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,005 | $686.0K | 0.01% | +415+26.1% | Added |
| ProShare Advisors LLC | 2,039 | $697.0K | 0.00% | +9+0.4% | Added |
| Los Angeles Capital Management LLC | 2,078 | $711.0K | 0.00% | −141−6.4% | Reduced |
| Bank of Montreal | 2,103 | $733.0K | 0.00% | −25,831−92.5% | Reduced |
| Gsa Capital Partners LLP | 2,164 | $740.0K | 0.09% | +1,023+89.7% | Added |
| Citadel Advisors LLC | 2,186 | $748.0K | 0.00% | −7,387−77.2% | Reduced |
| Fiduciary Trust Co | 2,231 | $763.0K | 0.01% | −83−3.6% | Reduced |
| Raymond James & Associates | 2,312 | $791.0K | 0.00% | +227+10.9% | Added |
| DekaBank Deutsche Girozentrale | 2,384 | $812.0K | 0.00% | −172−6.7% | Reduced |
| Algert Global LLC | 2,387 | $816.0K | 0.10% | 00.0% | Unchanged |
| Davenport & Co LLC | 2,415 | $826.0K | 0.01% | +1,288+114.3% | Added |
| Navellier & Associates Inc | 2,421 | $828.0K | 0.12% | −14−0.6% | Reduced |
| Xponance, Inc. | 2,422 | $828.0K | 0.01% | +26+1.1% | Added |
| Leverage Partners Absolute Return Fund SPC | 2,500 | $855.0K | 0.49% | −500−16.7% | Reduced |
| LPL Financial LLC | 2,511 | $859.0K | 0.00% | −85−3.3% | Reduced |
| Regentatlantic Capital LLC | 2,516 | $860.0K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,618 | $895.0K | 0.03% | −64−2.4% | Reduced |
| Precision Wealth Strategies, LLC | 2,693 | $921.0K | 0.66% | +273+11.3% | Added |
| HSBC Holdings PLC | 2,700 | $923.0K | 0.00% | −11,406−80.9% | Reduced |
| Wolverine Trading, LLC | 2,765 | $945.0K | 0.01% | +2,765 | New |
| Public Employees Retirement Association of Colorado | 2,787 | $953.0K | 0.00% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 2,827 | $967.0K | 0.11% | −32,086−91.9% | Reduced |
| State of Wisconsin Investment Board | 2,844 | $973.0K | 0.00% | −88−3.0% | Reduced |
| Accretive Wealth Partners, LLC | 3,006 | $1.03M | 0.65% | +90+3.1% | Added |
| Bradley Foster & Sargent Inc | 3,021 | $1.03M | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,092 | $1.06M | 0.01% | +592+23.7% | Added |
| Illinois Municipal Retirement Fund | 3,177 | $1.09M | 0.03% | +605+23.5% | Added |
| BCGM Wealth Management, LLC | 3,241 | $1.11M | 0.60% | +198+6.5% | Added |
| Avantax Advisory Services, Inc. | 3,348 | $1.15M | 0.02% | +223+7.1% | Added |
| Allstate Corp | 3,394 | $1.16M | 0.02% | −1,672−33.0% | Reduced |
| Twin Capital Management Inc | 3,544 | $1.21M | 0.12% | −340−8.8% | Reduced |
| Mirabella Financial Services LLP | 3,630 | $1.24M | 0.13% | +3,630 | New |
| Veritable, L.P. | 3,744 | $1.28M | 0.02% | −111−2.9% | Reduced |
| Advisor Group Holdings, Inc. | 3,989 | $1.36M | 0.00% | +73+1.9% | Added |
| Fiera Capital Corp | 3,993 | $1.37M | 0.00% | 00.0% | Unchanged |
| Black Creek Investment Management Inc. | 4,000 | $1.37M | 0.04% | −1,300−24.5% | Reduced |
| Iridian Asset Management LLC | 4,032 | $1.38M | 0.09% | −702−14.8% | Reduced |
| Ergoteles LLC | 4,100 | $1.40M | 0.05% | +4,100 | New |
| Baker Tilly Wealth Management, LLC | 4,113 | $1.41M | 0.15% | −44−1.1% | Reduced |
| Utah Retirement Systems | 4,185 | $1.43M | 0.02% | 00.0% | Unchanged |
| O'Shares Investment Advisers, LLC | 4,262 | $1.46M | 0.10% | +129+3.1% | Added |
| Handelsbanken Fonder AB | 4,272 | $1.46M | 0.01% | 00.0% | Unchanged |
| Grandeur Peak Global Advisors, LLC | 4,348 | $1.49M | 0.07% | +48+1.1% | Added |
| Teacher Retirement System of Texas | 4,554 | $1.56M | 0.01% | +785+20.8% | Added |
| Knowledge Leaders Capital, LLC | 4,595 | $1.57M | 1.15% | +160+3.6% | Added |
| Covey Capital Advisors, LLC | 4,611 | $1.58M | 1.27% | +4,611 | New |
| APG Asset Management N.V. | 5,300 | $1.59M | 0.00% | +5,300 | New |
| Martin Capital Advisors, LLP | 4,699 | $1.61M | 0.99% | +4,699 | New |
| Truist Financial Corp | 4,778 | $1.63M | 0.00% | −1,124−19.0% | Reduced |
| Johnson Investment Counsel Inc | 4,864 | $1.66M | 0.02% | −90−1.8% | Reduced |
| Davy Global Fund Management Ltd | 4,927 | $1.69M | 0.26% | +878+21.7% | Added |
| Amalgamated Bank | 5,414 | $1.85M | 0.01% | +714+15.2% | Added |
| D. E. Shaw & Co., Inc. | 5,508 | $1.88M | 0.00% | −2,408−30.4% | Reduced |
| BNP Paribas Arbitrage, SA | 5,650 | $1.93M | 0.00% | −6,490−53.5% | Reduced |
| Motive Wealth Advisors | 5,815 | $1.99M | 1.20% | −196−3.3% | Reduced |