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 |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 11,238 | $3.84M | 0.01% | +3,626+47.6% | Added |
| Envestnet Asset Management Inc | 10,855 | $3.71M | 0.00% | −452−4.0% | Reduced |
| Jennison Associates LLC | 10,460 | $3.58M | 0.00% | −9,976−48.8% | Reduced |
| Oppenheimer Asset Management Inc. | 10,401 | $3.56M | 0.05% | +856+9.0% | Added |
| Neuberger Berman Group LLC | 10,438 | $3.56M | 0.00% | +1,177+12.7% | Added |
| George Kaiser Family Foundation | 10,281 | $3.52M | 0.50% | 00.0% | Unchanged |
| Bright Rock Capital Management, LLC | 10,000 | $3.42M | 0.78% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 9,980 | $3.41M | 1.99% | +9,980 | New |
| Alliancebernstein L.P. | 9,708 | $3.32M | 0.00% | −1,223−11.2% | Reduced |
| Atria Investments LLC | 9,567 | $3.27M | 0.06% | −2,093−18.0% | Reduced |
| Price T Rowe Associates Inc | 9,297 | $3.18M | 0.00% | −286−3.0% | Reduced |
| Natixis | 9,100 | $3.11M | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 9,014 | $3.08M | 0.00% | −2,895−24.3% | Reduced |
| CIBC World Markets Corp | 9,000 | $3.08M | 0.02% | +9,000 | New |
| B. Metzler seel. Sohn & Co. AG | 8,624 | $2.95M | 0.04% | +8,624 | New |
| Treasurer of the State of North Carolina | 8,475 | $2.90M | 0.02% | +50+0.6% | Added |
| BTG Pactual Global Asset Management Ltd | 8,427 | $2.88M | 3.00% | +8,427 | New |
| Deutsche Bank AG | 8,360 | $2.86M | 0.00% | −9,748−53.8% | Reduced |
| Alamar Capital Management, LLC | 8,359 | $2.86M | 2.06% | +8,359 | New |
| Captrust Financial Advisors | 8,324 | $2.85M | 0.02% | +269+3.3% | Added |
| Schonfeld Strategic Advisors LLC | 8,293 | $2.84M | 0.03% | −1,521−15.5% | Reduced |
| Henshaw Capital LLC | 8,243 | $2.82M | 0.16% | +8+0.1% | Added |
| Aviva PLC | 8,010 | $2.74M | 0.01% | +1,938+31.9% | Added |
| M&T Bank Corp | 7,931 | $2.71M | 0.01% | −270−3.3% | Reduced |
| Bessemer Group Inc | 7,859 | $2.69M | 0.01% | +216+2.8% | Added |
| HighTower Advisors, LLC | 7,844 | $2.68M | 0.01% | +4,809+158.5% | Added |
| HRT Financial LP | 7,654 | $2.62M | 0.02% | +3,225+72.8% | Added |
| Pallas Capital Advisors LLC | 9,250 | $2.58M | 0.31% | +513+5.9% | Added |
| Royal Bank of Canada | 7,439 | $2.54M | 0.00% | −3,848−34.1% | Reduced |
| Blair William & Co | 7,287 | $2.49M | 0.01% | −135−1.8% | Reduced |
| Eqis Capital Management, Inc. | 7,193 | $2.46M | 0.18% | −1,016−12.4% | Reduced |
| Yorktown Management & Research Co Inc | 6,900 | $2.36M | 1.59% | 00.0% | Unchanged |
| Bank of Stockton | 6,541 | $2.24M | 0.66% | +109+1.7% | Added |
| Ashford Capital Management Inc | 6,379 | $2.18M | 0.22% | +1,419+28.6% | Added |
| Arizona State Retirement System | 6,375 | $2.18M | 0.02% | −59−0.9% | Reduced |
| Buckingham Strategic Wealth, LLC | 6,243 | $2.13M | 0.04% | +19+0.3% | Added |
| Redmond Asset Management, LLC | 6,241 | $2.13M | 0.60% | +66+1.1% | Added |
| Sepio Capital, LP | 6,225 | $2.13M | 0.16% | −463−6.9% | Reduced |
| Empire Life Investments Inc. | 6,130 | $2.10M | 0.13% | +446+7.8% | Added |
| Toronto Dominion Bank | 6,000 | $2.05M | 0.00% | +6,000 | New |
| Motive Wealth Advisors | 5,815 | $1.99M | 1.20% | −196−3.3% | Reduced |
| Arbor Capital Management Inc | 5,817 | $1.99M | 1.41% | +5,817 | New |
| BNP Paribas Arbitrage, SA | 5,650 | $1.93M | 0.00% | −6,490−53.5% | Reduced |
| D. E. Shaw & Co., Inc. | 5,508 | $1.88M | 0.00% | −2,408−30.4% | Reduced |
| Amalgamated Bank | 5,414 | $1.85M | 0.01% | +714+15.2% | Added |
| Davy Global Fund Management Ltd | 4,927 | $1.69M | 0.26% | +878+21.7% | Added |
| Johnson Investment Counsel Inc | 4,864 | $1.66M | 0.02% | −90−1.8% | Reduced |
| Truist Financial Corp | 4,778 | $1.63M | 0.00% | −1,124−19.0% | Reduced |
| Martin Capital Advisors, LLP | 4,699 | $1.61M | 0.99% | +4,699 | New |
| APG Asset Management N.V. | 5,300 | $1.59M | 0.00% | +5,300 | New |
| Covey Capital Advisors, LLC | 4,611 | $1.58M | 1.27% | +4,611 | New |
| Knowledge Leaders Capital, LLC | 4,595 | $1.57M | 1.15% | +160+3.6% | Added |
| Teacher Retirement System of Texas | 4,554 | $1.56M | 0.01% | +785+20.8% | Added |
| Grandeur Peak Global Advisors, LLC | 4,348 | $1.49M | 0.07% | +48+1.1% | Added |
| Handelsbanken Fonder AB | 4,272 | $1.46M | 0.01% | 00.0% | Unchanged |
| O'Shares Investment Advisers, LLC | 4,262 | $1.46M | 0.10% | +129+3.1% | Added |
| Utah Retirement Systems | 4,185 | $1.43M | 0.02% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 4,113 | $1.41M | 0.15% | −44−1.1% | Reduced |
| Ergoteles LLC | 4,100 | $1.40M | 0.05% | +4,100 | New |
| Iridian Asset Management LLC | 4,032 | $1.38M | 0.09% | −702−14.8% | Reduced |
| Black Creek Investment Management Inc. | 4,000 | $1.37M | 0.04% | −1,300−24.5% | Reduced |
| Fiera Capital Corp | 3,993 | $1.37M | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,989 | $1.36M | 0.00% | +73+1.9% | Added |
| Veritable, L.P. | 3,744 | $1.28M | 0.02% | −111−2.9% | Reduced |
| Mirabella Financial Services LLP | 3,630 | $1.24M | 0.13% | +3,630 | New |
| Twin Capital Management Inc | 3,544 | $1.21M | 0.12% | −340−8.8% | Reduced |
| Allstate Corp | 3,394 | $1.16M | 0.02% | −1,672−33.0% | Reduced |
| Avantax Advisory Services, Inc. | 3,348 | $1.15M | 0.02% | +223+7.1% | Added |
| BCGM Wealth Management, LLC | 3,241 | $1.11M | 0.60% | +198+6.5% | Added |
| Illinois Municipal Retirement Fund | 3,177 | $1.09M | 0.03% | +605+23.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,092 | $1.06M | 0.01% | +592+23.7% | Added |
| Bradley Foster & Sargent Inc | 3,021 | $1.03M | 0.02% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 3,006 | $1.03M | 0.65% | +90+3.1% | Added |
| State of Wisconsin Investment Board | 2,844 | $973.0K | 0.00% | −88−3.0% | Reduced |
| Stanley-Laman Group, Ltd. | 2,827 | $967.0K | 0.11% | −32,086−91.9% | Reduced |
| Public Employees Retirement Association of Colorado | 2,787 | $953.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 2,765 | $945.0K | 0.01% | +2,765 | New |
| HSBC Holdings PLC | 2,700 | $923.0K | 0.00% | −11,406−80.9% | Reduced |
| Precision Wealth Strategies, LLC | 2,693 | $921.0K | 0.66% | +273+11.3% | Added |
| Advisory Services Network, LLC | 2,618 | $895.0K | 0.03% | −64−2.4% | Reduced |
| Regentatlantic Capital LLC | 2,516 | $860.0K | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 2,511 | $859.0K | 0.00% | −85−3.3% | Reduced |
| Leverage Partners Absolute Return Fund SPC | 2,500 | $855.0K | 0.49% | −500−16.7% | Reduced |
| 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 |
| Davenport & Co LLC | 2,415 | $826.0K | 0.01% | +1,288+114.3% | Added |
| Algert Global LLC | 2,387 | $816.0K | 0.10% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 2,384 | $812.0K | 0.00% | −172−6.7% | Reduced |
| Raymond James & Associates | 2,312 | $791.0K | 0.00% | +227+10.9% | Added |
| Fiduciary Trust Co | 2,231 | $763.0K | 0.01% | −83−3.6% | Reduced |
| Citadel Advisors LLC | 2,186 | $748.0K | 0.00% | −7,387−77.2% | Reduced |
| Gsa Capital Partners LLP | 2,164 | $740.0K | 0.09% | +1,023+89.7% | Added |
| Bank of Montreal | 2,103 | $733.0K | 0.00% | −25,831−92.5% | Reduced |
| Los Angeles Capital Management LLC | 2,078 | $711.0K | 0.00% | −141−6.4% | Reduced |
| ProShare Advisors LLC | 2,039 | $697.0K | 0.00% | +9+0.4% | Added |
| Shell Asset Management Co | 2,005 | $686.0K | 0.01% | +415+26.1% | Added |
| Hanlon Investment Management, Inc. | 2,000 | $684.0K | 0.13% | 00.0% | Unchanged |
| Martingale Asset Management L P | 1,973 | $676.0K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 1,881 | $643.0K | 0.00% | +6+0.3% | Added |
| JustInvest LLC | 1,826 | $624.0K | 0.04% | +819+81.3% | Added |