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 |
|---|---|---|---|---|---|
| Arbor Capital Management Inc | 5,817 | $1.99M | 1.41% | +5,817 | New |
| Toronto Dominion Bank | 6,000 | $2.05M | 0.00% | +6,000 | New |
| Empire Life Investments Inc. | 6,130 | $2.10M | 0.13% | +446+7.8% | Added |
| Sepio Capital, LP | 6,225 | $2.13M | 0.16% | −463−6.9% | Reduced |
| Redmond Asset Management, LLC | 6,241 | $2.13M | 0.60% | +66+1.1% | Added |
| Buckingham Strategic Wealth, LLC | 6,243 | $2.13M | 0.04% | +19+0.3% | Added |
| Arizona State Retirement System | 6,375 | $2.18M | 0.02% | −59−0.9% | Reduced |
| Ashford Capital Management Inc | 6,379 | $2.18M | 0.22% | +1,419+28.6% | Added |
| Bank of Stockton | 6,541 | $2.24M | 0.66% | +109+1.7% | Added |
| Yorktown Management & Research Co Inc | 6,900 | $2.36M | 1.59% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 7,193 | $2.46M | 0.18% | −1,016−12.4% | Reduced |
| Blair William & Co | 7,287 | $2.49M | 0.01% | −135−1.8% | Reduced |
| Royal Bank of Canada | 7,439 | $2.54M | 0.00% | −3,848−34.1% | Reduced |
| Pallas Capital Advisors LLC | 9,250 | $2.58M | 0.31% | +513+5.9% | Added |
| HRT Financial LP | 7,654 | $2.62M | 0.02% | +3,225+72.8% | Added |
| HighTower Advisors, LLC | 7,844 | $2.68M | 0.01% | +4,809+158.5% | Added |
| Bessemer Group Inc | 7,859 | $2.69M | 0.01% | +216+2.8% | Added |
| M&T Bank Corp | 7,931 | $2.71M | 0.01% | −270−3.3% | Reduced |
| Aviva PLC | 8,010 | $2.74M | 0.01% | +1,938+31.9% | Added |
| Henshaw Capital LLC | 8,243 | $2.82M | 0.16% | +8+0.1% | Added |
| Schonfeld Strategic Advisors LLC | 8,293 | $2.84M | 0.03% | −1,521−15.5% | Reduced |
| Captrust Financial Advisors | 8,324 | $2.85M | 0.02% | +269+3.3% | Added |
| Alamar Capital Management, LLC | 8,359 | $2.86M | 2.06% | +8,359 | New |
| Deutsche Bank AG | 8,360 | $2.86M | 0.00% | −9,748−53.8% | Reduced |
| BTG Pactual Global Asset Management Ltd | 8,427 | $2.88M | 3.00% | +8,427 | New |
| Treasurer of the State of North Carolina | 8,475 | $2.90M | 0.02% | +50+0.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 8,624 | $2.95M | 0.04% | +8,624 | New |
| CIBC World Markets Corp | 9,000 | $3.08M | 0.02% | +9,000 | New |
| Barclays PLC | 9,014 | $3.08M | 0.00% | −2,895−24.3% | Reduced |
| Natixis | 9,100 | $3.11M | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 9,297 | $3.18M | 0.00% | −286−3.0% | Reduced |
| Atria Investments LLC | 9,567 | $3.27M | 0.06% | −2,093−18.0% | Reduced |
| Alliancebernstein L.P. | 9,708 | $3.32M | 0.00% | −1,223−11.2% | Reduced |
| Kensington Investment Counsel, LLC | 9,980 | $3.41M | 1.99% | +9,980 | New |
| Bright Rock Capital Management, LLC | 10,000 | $3.42M | 0.78% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 10,281 | $3.52M | 0.50% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 10,438 | $3.56M | 0.00% | +1,177+12.7% | Added |
| Oppenheimer Asset Management Inc. | 10,401 | $3.56M | 0.05% | +856+9.0% | Added |
| Jennison Associates LLC | 10,460 | $3.58M | 0.00% | −9,976−48.8% | Reduced |
| Envestnet Asset Management Inc | 10,855 | $3.71M | 0.00% | −452−4.0% | Reduced |
| Voya Investment Management LLC | 11,238 | $3.84M | 0.01% | +3,626+47.6% | Added |
| State of Alaska, Department of Revenue | 11,481 | $3.93M | 0.04% | −240−2.0% | Reduced |
| AQR Capital Management LLC | 11,734 | $4.01M | 0.01% | −1,372−10.5% | Reduced |
| Cardinal Capital Management | 11,843 | $4.05M | 0.80% | −250−2.1% | Reduced |
| Rafferty Asset Management, LLC | 12,341 | $4.22M | 0.02% | +1,111+9.9% | Added |
| National Bank of Canada | 13,185 | $4.49M | 0.02% | +13,185 | New |
| Ceera Investments, LLC | 13,217 | $4.52M | 2.34% | −220−1.6% | Reduced |
| Public Employees Retirement System of Ohio | 13,247 | $4.53M | 0.02% | −616−4.4% | Reduced |
| State of New Jersey Common Pension Fund D | 13,252 | $4.53M | 0.01% | +542+4.3% | Added |
| US Bancorp | 13,395 | $4.58M | 0.01% | −20−0.1% | Reduced |
| Commerce Bank | 13,690 | $4.68M | 0.03% | −4,820−26.0% | Reduced |
| Capitolis Advisors LLC | 15,596 | $5.33M | 0.03% | +15,485+13,950.5% | Added |
| Marks Group Wealth Management, Inc | 15,745 | $5.36M | 0.65% | −262−1.6% | Reduced |
| Bank of Nova Scotia | 15,818 | $5.41M | 0.01% | +7,500+90.2% | Added |
| Russell Investments Group, Ltd. | 15,884 | $5.43M | 0.01% | +9,638+154.3% | Added |
| UBS Group AG | 16,526 | $5.65M | 0.00% | +9,301+128.7% | Added |
| Stifel Financial Corp | 16,754 | $5.73M | 0.01% | −308−1.8% | Reduced |
| TownSquare Capital, LLC | 17,755 | $6.07M | 0.15% | −335−1.9% | Reduced |
| Fisher Asset Management, LLC | 18,560 | $6.35M | 0.00% | −5,802−23.8% | Reduced |
| Alberta Investment Management Corp | 19,562 | $6.69M | 0.04% | +19,562 | New |
| Janus Henderson Group PLC | 19,636 | $6.72M | 0.00% | +2,356+13.6% | Added |
| Franklin Resources Inc | 19,836 | $6.78M | 0.00% | +1,561+8.5% | Added |
| Citigroup Inc | 20,097 | $6.87M | 0.01% | −2,505−11.1% | Reduced |
| Susquehanna International Group, LLP | 20,367 | $6.96M | 0.01% | +18,250+862.1% | Added |
| Legal & General Group Plc | 22,240 | $7.61M | 0.00% | +327+1.5% | Added |
| YHB Investment Advisors, Inc. | 23,023 | $7.87M | 0.62% | −90−0.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 23,546 | $8.05M | 0.01% | −23,977−50.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 24,178 | $8.27M | 0.03% | +493+2.1% | Added |
| Southeast Asset Advisors Inc. | 25,355 | $8.67M | 1.19% | +397+1.6% | Added |
| SG Americas Securities, LLC | 25,364 | $8.67M | 0.06% | +23,479+1,245.6% | Added |
| Credit Suisse AG | 26,279 | $8.99M | 0.01% | −4,378−14.3% | Reduced |
| State Board of Administration of Florida Retirement System | 27,144 | $9.28M | 0.02% | −128−0.5% | Reduced |
| Victory Capital Management Inc | 27,344 | $9.35M | 0.01% | −1,743−6.0% | Reduced |
| Rhumbline Advisers | 28,044 | $9.59M | 0.01% | +101+0.4% | Added |
| Nicholas Company, Inc. | 31,345 | $10.7M | 0.17% | −3,900−11.1% | Reduced |
| Man Group plc | 31,464 | $10.8M | 0.03% | −7,391−19.0% | Reduced |
| Daiwa Securities Group Inc. | 31,595 | $10.8M | 0.06% | +1,000+3.3% | Added |
| California State Teachers Retirement System | 32,859 | $11.2M | 0.01% | −6,849−17.2% | Reduced |
| ExodusPoint Capital Management, LP | 34,257 | $11.7M | 0.14% | +29,331+595.4% | Added |
| Nordea Investment Management AB | 35,054 | $12.0M | 0.01% | −216−0.6% | Reduced |
| Asset Management One Co.,Ltd. | 35,131 | $12.0M | 0.04% | +7,394+26.7% | Added |
| Segall Bryant & Hamill, LLC | 36,187 | $12.4M | 0.11% | +939+2.7% | Added |
| Panagora Asset Management Inc | 39,895 | $13.6M | 0.07% | −1,720−4.1% | Reduced |
| First Trust Advisors LP | 41,006 | $14.0M | 0.01% | −4,595−10.1% | Reduced |
| Kornitzer Capital Management Inc | 42,705 | $14.6M | 0.22% | −1,460−3.3% | Reduced |
| UBS Asset Management Americas Inc | 43,054 | $14.7M | 0.01% | +1,152+2.7% | Added |
| Ameriprise Financial Inc | 48,627 | $16.6M | 0.00% | +48,627 | New |
| Swiss National Bank | 52,100 | $17.8M | 0.01% | −100−0.2% | Reduced |
| California Public Employees Retirement System | 53,069 | $18.1M | 0.01% | 00.0% | Unchanged |
| 2Xideas AG | 54,932 | $18.8M | 1.13% | +11,738+27.2% | Added |
| Northern Right Capital Management, L.P. | 54,997 | $18.8M | 5.85% | −6,111−10.0% | Reduced |
| Mawer Investment Management Ltd. | 58,772 | $20.1M | 0.09% | −10,135−14.7% | Reduced |
| TCW Group Inc | 60,618 | $20.7M | 0.17% | −1,831−2.9% | Reduced |
| Copeland Capital Management, LLC | 62,278 | $21.3M | 0.55% | −989−1.6% | Reduced |
| Goldman Sachs Group Inc | 64,937 | $22.2M | 0.01% | +2,751+4.4% | Added |
| Cramer Rosenthal McGlynn LLC | 66,472 | $22.7M | 0.73% | −1,874−2.7% | Reduced |
| Engle Capital Management, L.P. | 69,609 | $23.8M | 4.81% | +69,609 | New |
| VGI Partners Ltd | 72,810 | $24.9M | 2.99% | −5,087−6.5% | Reduced |
| Confluence Investment Management LLC | 76,324 | $26.1M | 0.35% | −345−0.4% | Reduced |
| SEI Investments Co | 76,773 | $26.1M | 0.05% | +2,045+2.7% | Added |