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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 85,067 | $29.1M | 0.01% | −165,864−66.1% | Reduced |
| LMR Partners LLP | 90,393 | $30.9M | 0.41% | +22,225+32.6% | Added |
| Eaton Vance Management | 90,826 | $31.1M | 0.04% | +6,680+7.9% | Added |
| Parnassus Investments | 92,446 | $31.6M | 0.06% | 00.0% | Unchanged |
| Pelham Global Financials Ltd | 96,126 | $32.9M | 14.56% | −31,200−24.5% | Reduced |
| New York State Common Retirement Fund | 96,907 | $33.1M | 0.03% | −38,489−28.4% | Reduced |
| Morgan Stanley | 99,437 | $34.0M | 0.00% | −3,551−3.4% | Reduced |
| Nuveen Asset Management, LLC | 105,136 | $36.0M | 0.01% | −9,837−8.6% | Reduced |
| Principal Financial Group Inc | 107,512 | $36.8M | 0.02% | −18,293−14.5% | Reduced |
| Northern Trust Corp | 109,590 | $37.5M | 0.01% | −2,881−2.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 114,957 | $39.3M | 0.04% | +114,957 | New |
| Parametric Portfolio Associates LLC | 115,372 | $39.5M | 0.02% | −2,152−1.8% | Reduced |
| Chicago Capital, LLC | 118,820 | $40.6M | 1.51% | −1,745−1.4% | Reduced |
| Lazard Asset Management LLC | 120,765 | $41.3M | 0.04% | −19,504−13.9% | Reduced |
| Millennium Management LLC | 125,935 | $43.1M | 0.05% | −93,117−42.5% | Reduced |
| Charles Schwab Investment Management Inc | 136,438 | $46.7M | 0.01% | +2,617+2.0% | Added |
| Bank of America Corp | 139,879 | $47.8M | 0.01% | −3,683−2.6% | Reduced |
| Loomis Sayles & Co L P | 143,494 | $49.1M | 0.06% | −1,465−1.0% | Reduced |
| American Capital Management Inc | 184,391 | $63.1M | 1.62% | −418−0.2% | Reduced |
| Norges Bank | 225,967 | $77.3M | 0.02% | −1,936−0.8% | Reduced |
| Praesidium Investment Management Company, LLC | 226,512 | $77.5M | 4.35% | −17,355−7.1% | Reduced |
| Bank of New York Mellon Corp | 307,535 | $105.2M | 0.02% | −11,991−3.8% | Reduced |
| Royce & Associates LP | 313,459 | $107.2M | 0.80% | −26,291−7.7% | Reduced |
| Dimensional Fund Advisors LP | 313,742 | $107.3M | 0.03% | −1,256−0.4% | Reduced |
| Geode Capital Management, LLC | 319,041 | $109.1M | 0.01% | +11,178+3.6% | Added |
| Invesco Ltd. | 322,939 | $110.4M | 0.03% | −1,646−0.5% | Reduced |
| State Street Corp | 367,576 | $125.7M | 0.01% | +13,752+3.9% | Added |
| Massachusetts Financial Services Co | 376,239 | $128.7M | 0.04% | +376,239 | New |
| Renaissance Technologies LLC | 410,900 | $140.5M | 0.17% | −39,270−8.7% | Reduced |
| Artisan Partners Limited Partnership | 420,553 | $143.8M | 0.17% | −39,591−8.6% | Reduced |
| Pendal Group Limited | 441,537 | $151.0M | 1.21% | −5,307−1.2% | Reduced |
| Echo Street Capital Management LLC | 527,361 | $180.4M | 1.21% | −23,388−4.2% | Reduced |
| JPMorgan Chase & Co | 576,347 | $197.1M | 0.02% | +97,873+20.5% | Added |
| Wasatch Advisors Inc | 805,703 | $275.5M | 1.12% | −8,870−1.1% | Reduced |
| FMR LLC | 869,129 | $297.2M | 0.02% | −54,603−5.9% | Reduced |
| Atlanta Capital Management Co L L C | 1,015,513 | $347.3M | 1.18% | −85,207−7.7% | Reduced |
| BlackRock Inc. | 1,052,758 | $360.0M | 0.01% | +12,488+1.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,198,957 | $410.0M | 0.94% | −38,276−3.1% | Reduced |
| Bamco Inc | 1,208,920 | $413.4M | 0.88% | −4990.0% | Reduced |
| Vanguard Group Inc | 2,273,246 | $777.4M | 0.02% | +5,347+0.2% | Added |
| Select Equity Group, L.P. | 4,850,288 | $1.66B | 4.92% | +688,048+16.5% | Added |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −22,946−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −13,324−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −9,100−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −8,764−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −8,707−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −7,033−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −4,512−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −3,922−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −3,144−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −2,296−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −2,016−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −1,472−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −1,443−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −1,238−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −1,151−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −972−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −967−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −905−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −842−100.0% | Sold out |
| Trustcore Financial Services, LLC | 0 | $0 | 0.00% | −278−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| JNBA Financial Advisors | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| New York State Teachers Retirement System | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Guidance Point Advisors, LLC | 0 | $0 | 0.00% | −89−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| Farr Miller & Washington LLC | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |