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 |
|---|---|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | 1,809 | $619.0K | 0.03% | +8+0.4% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 1,800 | $616.0K | 0.17% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 1,799 | $615.0K | 0.06% | −416−18.8% | Reduced |
| Great West Life Assurance Co | 1,791 | $611.0K | 0.00% | −7−0.4% | Reduced |
| CIBC Asset Management Inc | 1,758 | $601.0K | 0.00% | +10+0.6% | Added |
| Pekin Hardy Strauss, Inc. | 1,730 | $592.0K | 0.08% | +1+0.1% | Added |
| Maryland State Retirement & Pension System | 1,727 | $591.0K | 0.02% | 00.0% | Unchanged |
| Versor Investments LP | 1,700 | $581.0K | 0.02% | +1,700 | New |
| First Republic Investment Management, Inc. | 1,621 | $554.0K | 0.00% | +67+4.3% | Added |
| Parallel Advisors, LLC | 1,571 | $537.0K | 0.02% | +10+0.6% | Added |
| CIBC Private Wealth Group, LLC | 1,554 | $531.0K | 0.00% | +250+19.2% | Added |
| Pictet Asset Management SA | 1,530 | $523.0K | 0.00% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,522 | $521.0K | 0.11% | +370+32.1% | Added |
| Two Sigma Advisers, LP | 1,500 | $513.0K | 0.00% | +1,500 | New |
| Creative Planning | 1,474 | $504.0K | 0.00% | +68+4.8% | Added |
| Connable Office Inc | 1,470 | $503.0K | 0.06% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 1,468 | $499.0K | 0.05% | +1,468 | New |
| Metropolitan Life Insurance Co | 1,454 | $497.3K | 0.01% | −11−0.8% | Reduced |
| Welch & Forbes LLC | 1,410 | $483.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,400 | $479.0K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,387 | $474.0K | 0.01% | +1,304+1,571.1% | Added |
| Walleye Capital LLC | 1,380 | $472.0K | 0.02% | +1,380 | New |
| The PNC Financial Services Group, Inc. | 1,359 | $464.0K | 0.00% | −1−0.1% | Reduced |
| HM Payson & Co | 1,350 | $462.0K | 0.01% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 1,346 | $460.0K | 0.00% | −5,745−81.0% | Reduced |
| Personal Capital Advisors Corp | 1,289 | $441.0K | 0.00% | +1,289 | New |
| Virginia Retirement Systems Et Al | 1,200 | $410.0K | 0.00% | +1,200 | New |
| Assenagon Asset Management S.A. | 1,195 | $409.0K | 0.00% | −202−14.5% | Reduced |
| Fifth Third Bancorp | 1,193 | $408.0K | 0.00% | +1,074+902.5% | Added |
| Beacon Pointe Advisors, LLC | 1,170 | $400.0K | 0.01% | −139−10.6% | Reduced |
| Synovus Financial Corp | 1,188 | $398.0K | 0.00% | +176+17.4% | Added |
| Capital Investment Counsel, Inc | 1,150 | $393.0K | 0.07% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 1,142 | $391.0K | 0.01% | −379−24.9% | Reduced |
| Heartland Bank & Trust Co | 1,130 | $386.0K | 0.29% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 1,098 | $376.0K | 0.02% | −4−0.4% | Reduced |
| Commonwealth Equity Services, LLC | 1,082 | $370.0K | 0.00% | +156+16.8% | Added |
| Quantinno Capital Management LP | 1,025 | $351.0K | 0.06% | +1,025 | New |
| Connectus Wealth, LLC | 1,012 | $346.0K | 0.01% | +1,012 | New |
| Cadent Capital Advisors, LLC | 1,003 | $343.0K | 0.15% | −38−3.7% | Reduced |
| Bard Financial Services, Inc. | 1,000 | $342.0K | 0.03% | 00.0% | Unchanged |
| First Manhattan Co | 993 | $339.0K | 0.00% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 983 | $336.0K | 0.06% | −692−41.3% | Reduced |
| MAI Capital Management | 948 | $324.0K | 0.01% | +43+4.8% | Added |
| GWM Advisors LLC | 914 | $313.0K | 0.00% | +40+4.6% | Added |
| Zacks Investment Management | 906 | $310.0K | 0.00% | +40+4.6% | Added |
| MML Investors Services, LLC | 899 | $307.0K | 0.00% | +899 | New |
| Accuvest Global Advisors | 899 | $307.0K | 0.13% | +899 | New |
| Spears Abacus Advisors LLC | 886 | $303.0K | 0.02% | −720−44.8% | Reduced |
| Dearborn Partners LLC | 871 | $298.0K | 0.01% | +871 | New |
| Prudential Financial Inc | 932 | $293.0K | 0.00% | −63−6.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 837 | $286.0K | 0.01% | +3+0.4% | Added |
| Leonteq Securities AG | 830 | $283.9K | 0.01% | +350+72.9% | Added |
| Associated Banc-Corp | 827 | $283.0K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 815 | $279.0K | 0.03% | +815 | New |
| Manufacturers Life Insurance Company, The | 772 | $264.0K | 0.00% | −33−4.1% | Reduced |
| Baird Financial Group, Inc. | 768 | $263.0K | 0.00% | +768 | New |
| North Star Investment Management Corp. | 752 | $257.0K | 0.02% | +155+26.0% | Added |
| Great Valley Advisor Group, Inc. | 750 | $256.0K | 0.02% | +750 | New |
| Roberts Glore & Co Inc | 730 | $250.0K | 0.07% | −60−7.6% | Reduced |
| Cerity Partners LLC | 734 | $250.0K | 0.00% | +734 | New |
| Umb Bank N A | 725 | $248.0K | 0.00% | +725 | New |
| Raymond James Trust N.A. | 715 | $245.0K | 0.01% | +715 | New |
| PEAK6 Investments LLC | 710 | $243.0K | 0.01% | +424+148.3% | Added |
| Flagship Harbor Advisors, LLC | 706 | $242.0K | 0.02% | +706 | New |
| Long Road Investment Counsel, LLC | 700 | $239.0K | 0.09% | +700 | New |
| Park Avenue Securities LLC | 690 | $236.0K | 0.00% | +690 | 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 |
| Ritholtz Wealth Management | 645 | $221.0K | 0.01% | +645 | New |
| American Century Companies Inc | 641 | $219.0K | 0.00% | +641 | New |
| Alphasimplex Group, LLC | 627 | $214.0K | 0.36% | −720−53.5% | Reduced |
| Resources Investment Advisors, LLC. | 612 | $209.0K | 0.01% | +612 | New |
| Point72 Hong Kong Ltd | 605 | $207.0K | 0.02% | +605 | New |
| Macquarie Group Ltd | 597 | $204.0K | 0.00% | −70−10.5% | Reduced |
| Cresset Asset Management, LLC | 586 | $200.0K | 0.00% | −842−59.0% | Reduced |
| Van Eck Associates Corp | 548 | $187.0K | 0.00% | +41+8.1% | Added |
| Harvest Fund Management Co., Ltd | 490 | $167.0K | 0.03% | +76+18.4% | Added |
| Ensign Peak Advisors, Inc | 480 | $164.0K | 0.00% | +480 | New |
| Signaturefd, LLC | 455 | $156.0K | 0.00% | +1+0.2% | Added |
| Dundas Partners LLP | 509 | $150.0K | 0.02% | +500+5,555.6% | Added |
| American International Group, Inc. | 426 | $146.0K | 0.00% | −14−3.2% | Reduced |
| Marshall Wace, LLP | 417 | $143.0K | 0.00% | +417 | New |
| CWM, LLC | 413 | $141.0K | 0.00% | +413 | New |
| Ci Investments Inc. | 380 | $130.0K | 0.00% | −120−24.0% | Reduced |
| Central Trust Co | 367 | $126.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 350 | $120.0K | 0.00% | +216+161.2% | Added |
| McIlrath & Eck, LLC | 341 | $117.0K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 317 | $108.0K | 0.01% | +240+311.7% | Added |
| Spire Wealth Management | 308 | $105.0K | 0.00% | −15−4.6% | Reduced |
| Column Capital Advisors, LLC | 304 | $104.0K | 0.02% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 300 | $103.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 266 | $91.0K | 0.03% | +13+5.1% | Added |
| Simon Quick Advisors, LLC | 263 | $90.0K | 0.02% | −319−54.8% | Reduced |
| Cubist Systematic Strategies, LLC | 256 | $88.0K | 0.00% | −3,575−93.3% | Reduced |
| CVA Family Office, LLC | 228 | $78.0K | 0.02% | +228 | New |
| Wolff Wiese Magana LLC | 221 | $76.0K | 0.05% | −20−8.3% | Reduced |
| Versant Capital Management, Inc | 206 | $70.0K | 0.02% | −1−0.5% | Reduced |
| Aquatic Capital Management LLC | 200 | $68.0K | 0.13% | +200 | New |
| Rockefeller Capital Management L.P. | 175 | $60.0K | 0.00% | +23+15.1% | Added |