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, Q1 2022
Institutional positions in Morningstar, Inc. as of Mar 31, 2022. 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
- 336
- −2 vs. Q4 2021
- Shares held
- 23.5M
- +337.6K (+1.5%) vs. Q4 2021
- Total value
- $6.41B
- −$1.50B (−19.0%) vs. Q4 2021
- New holders
- 40
- 129 more added
- Sold out
- 42
- 108 more reduced
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Morningstar, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Select Equity Group, L.P. | 4,137,319 | $1.13B | 3.68% | −712,969−14.7% | Reduced |
| Vanguard Group Inc | 2,403,202 | $656.5M | 0.02% | +129,956+5.7% | Added |
| Bank of America Corp | 1,352,449 | $369.4M | 0.04% | +1,212,570+866.9% | Added |
| Bamco Inc | 1,165,415 | $318.4M | 0.78% | −43,505−3.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,077,819 | $294.4M | 0.78% | −121,138−10.1% | Reduced |
| BlackRock Inc. | 1,069,710 | $292.2M | 0.01% | +16,952+1.6% | Added |
| Atlanta Capital Management Co L L C | 1,023,386 | $279.6M | 1.04% | +7,873+0.8% | Added |
| FMR LLC | 830,476 | $226.9M | 0.02% | −38,653−4.4% | Reduced |
| Wasatch Advisors Inc | 779,437 | $212.9M | 1.05% | −26,266−3.3% | Reduced |
| JPMorgan Chase & Co | 733,609 | $200.4M | 0.03% | +157,262+27.3% | Added |
| Echo Street Capital Management LLC | 495,864 | $135.5M | 0.98% | −31,497−6.0% | Reduced |
| Pendal Group Limited | 444,272 | $121.4M | 1.00% | +2,735+0.6% | Added |
| Massachusetts Financial Services Co | 435,085 | $118.9M | 0.04% | +58,846+15.6% | Added |
| Renaissance Technologies LLC | 415,570 | $113.5M | 0.13% | +4,670+1.1% | Added |
| Artisan Partners Limited Partnership | 404,548 | $110.5M | 0.15% | −16,005−3.8% | Reduced |
| State Street Corp | 368,593 | $100.8M | 0.00% | +1,017+0.3% | Added |
| Geode Capital Management, LLC | 331,238 | $90.5M | 0.01% | +12,197+3.8% | Added |
| Invesco Ltd. | 324,161 | $88.5M | 0.02% | +1,222+0.4% | Added |
| Dimensional Fund Advisors LP | 315,365 | $86.2M | 0.03% | +1,623+0.5% | Added |
| Bank of New York Mellon Corp | 297,699 | $81.3M | 0.02% | −9,836−3.2% | Reduced |
| Royce & Associates LP | 257,777 | $70.4M | 0.60% | −55,682−17.8% | Reduced |
| Praesidium Investment Management Company, LLC | 225,439 | $61.6M | 4.29% | −1,073−0.5% | Reduced |
| Norges Bank | 217,308 | $59.4M | 0.01% | −8,659−3.8% | Reduced |
| American Capital Management Inc | 186,427 | $50.9M | 1.50% | +2,036+1.1% | Added |
| Loomis Sayles & Co L P | 148,198 | $40.5M | 0.05% | +4,704+3.3% | Added |
| Charles Schwab Investment Management Inc | 140,350 | $38.3M | 0.01% | +3,912+2.9% | Added |
| Parametric Portfolio Associates LLC | 130,746 | $35.7M | 0.02% | +15,374+13.3% | Added |
| Principal Financial Group Inc | 125,028 | $34.2M | 0.02% | +17,516+16.3% | Added |
| Lazard Asset Management LLC | 114,938 | $31.4M | 0.04% | −5,827−4.8% | Reduced |
| Northern Trust Corp | 111,174 | $30.4M | 0.01% | +1,584+1.4% | Added |
| Goldman Sachs Group Inc | 103,204 | $28.2M | 0.01% | +38,267+58.9% | Added |
| Nuveen Asset Management, LLC | 100,104 | $28.1M | 0.01% | −5,032−4.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 100,340 | $27.4M | 0.03% | −14,617−12.7% | Reduced |
| Eaton Vance Management | 100,003 | $27.3M | 0.03% | +9,177+10.1% | Added |
| Wells Fargo & Company | 97,068 | $26.5M | 0.01% | +12,001+14.1% | Added |
| New York State Common Retirement Fund | 96,507 | $26.4M | 0.03% | −400−0.4% | Reduced |
| M&G Investment Management Ltd | 90,507 | $24.7M | 0.05% | +90,507 | New |
| First Trust Advisors LP | 76,957 | $21.0M | 0.02% | +35,951+87.7% | Added |
| SEI Investments Co | 76,854 | $21.0M | 0.04% | +81+0.1% | Added |
| Pelham Global Financials Ltd | 76,574 | $20.9M | 17.28% | −19,552−20.3% | Reduced |
| Confluence Investment Management LLC | 76,458 | $20.9M | 0.29% | +134+0.2% | Added |
| Morgan Stanley | 71,251 | $19.5M | 0.00% | −28,186−28.3% | Reduced |
| Chicago Capital, LLC | 70,871 | $19.4M | 0.83% | −47,949−40.4% | Reduced |
| Parnassus Investments | 66,909 | $18.3M | 0.04% | −25,537−27.6% | Reduced |
| VGI Partners Ltd | 62,483 | $17.1M | 2.21% | −10,327−14.2% | Reduced |
| Copeland Capital Management, LLC | 61,201 | $16.7M | 0.46% | −1,077−1.7% | Reduced |
| TCW Group Inc | 60,618 | $16.6M | 0.16% | 00.0% | Unchanged |
| Engle Capital Management, L.P. | 57,000 | $15.6M | 3.34% | −12,609−18.1% | Reduced |
| Swiss National Bank | 56,100 | $15.3M | 0.01% | +4,000+7.7% | Added |
| California Public Employees Retirement System | 52,950 | $14.5M | 0.01% | −119−0.2% | Reduced |
| Asset Management One Co.,Ltd. | 48,327 | $13.3M | 0.05% | +13,196+37.6% | Added |
| Ameriprise Financial Inc | 47,018 | $12.8M | 0.00% | −1,609−3.3% | Reduced |
| 2Xideas AG | 46,770 | $12.8M | 0.90% | −8,162−14.9% | Reduced |
| Cramer Rosenthal McGlynn LLC | 44,580 | $12.2M | 0.47% | −21,892−32.9% | Reduced |
| UBS Asset Management Americas Inc | 43,863 | $12.0M | 0.01% | +809+1.9% | Added |
| Kornitzer Capital Management Inc | 40,718 | $11.1M | 0.18% | −1,987−4.7% | Reduced |
| Segall Bryant & Hamill, LLC | 40,191 | $11.0M | 0.11% | +4,004+11.1% | Added |
| Panagora Asset Management Inc | 39,591 | $10.8M | 0.06% | −304−0.8% | Reduced |
| Man Group plc | 39,325 | $10.7M | 0.04% | +7,861+25.0% | Added |
| Nordea Investment Management AB | 36,487 | $10.2M | 0.01% | +1,433+4.1% | Added |
| Natixis | 33,100 | $9.04M | 0.03% | +24,000+263.7% | Added |
| National Bank of Canada | 32,185 | $8.83M | 0.03% | +19,000+144.1% | Added |
| Daiwa Securities Group Inc. | 30,595 | $8.36M | 0.05% | −1,000−3.2% | Reduced |
| Credit Suisse AG | 30,440 | $8.32M | 0.01% | +4,161+15.8% | Added |
| California State Teachers Retirement System | 30,241 | $8.26M | 0.01% | −2,618−8.0% | Reduced |
| Qube Research & Technologies Ltd | 29,234 | $7.99M | 0.07% | +29,234 | New |
| Southeast Asset Advisors Inc. | 27,557 | $7.53M | 1.00% | +2,202+8.7% | Added |
| Rhumbline Advisers | 27,287 | $7.45M | 0.01% | −757−2.7% | Reduced |
| State Board of Administration of Florida Retirement System | 26,904 | $7.35M | 0.01% | −240−0.9% | Reduced |
| Nicholas Company, Inc. | 26,330 | $7.19M | 0.13% | −5,015−16.0% | Reduced |
| Russell Investments Group, Ltd. | 25,470 | $6.96M | 0.01% | +9,586+60.4% | Added |
| Twin Tree Management, LP | 25,426 | $6.95M | 0.14% | +25,426 | New |
| Victory Capital Management Inc | 25,934 | $6.57M | 0.01% | −1,410−5.2% | Reduced |
| Legal & General Group Plc | 23,273 | $6.36M | 0.00% | +1,033+4.6% | Added |
| Susquehanna Fundamental Investments, LLC | 22,714 | $6.21M | 0.12% | +22,714 | New |
| Barclays PLC | 22,017 | $6.01M | 0.00% | +13,003+144.3% | Added |
| TownSquare Capital, LLC | 21,995 | $6.01M | 0.15% | +4,240+23.9% | Added |
| Franklin Resources Inc | 21,603 | $5.90M | 0.00% | +1,767+8.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 21,498 | $5.87M | 0.02% | −2,680−11.1% | Reduced |
| State of Wisconsin Investment Board | 21,388 | $5.84M | 0.01% | +18,544+652.0% | Added |
| Fisher Asset Management, LLC | 20,812 | $5.68M | 0.00% | +2,252+12.1% | Added |
| YHB Investment Advisors, Inc. | 19,843 | $5.42M | 0.48% | −3,180−13.8% | Reduced |
| Alberta Investment Management Corp | 19,562 | $5.34M | 0.03% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 19,516 | $5.33M | 0.01% | −4,030−17.1% | Reduced |
| Marks Group Wealth Management, Inc | 16,555 | $4.52M | 0.57% | +810+5.1% | Added |
| Citigroup Inc | 15,608 | $4.26M | 0.00% | −4,489−22.3% | Reduced |
| Stifel Financial Corp | 13,876 | $3.79M | 0.01% | −2,878−17.2% | Reduced |
| Commerce Bank | 13,796 | $3.77M | 0.03% | +106+0.8% | Added |
| State of New Jersey Common Pension Fund D | 13,252 | $3.62M | 0.01% | 00.0% | Unchanged |
| Ceera Investments, LLC | 13,137 | $3.59M | 1.79% | −80−0.6% | Reduced |
| AQR Capital Management LLC | 12,968 | $3.54M | 0.01% | +1,234+10.5% | Added |
| Public Employees Retirement System of Ohio | 12,503 | $3.42M | 0.01% | −744−5.6% | Reduced |
| Cardinal Capital Management | 12,012 | $3.28M | 0.66% | +169+1.4% | Added |
| US Bancorp | 11,871 | $3.24M | 0.01% | −1,524−11.4% | Reduced |
| Rafferty Asset Management, LLC | 11,770 | $3.21M | 0.02% | −571−4.6% | Reduced |
| Atria Investments LLC | 11,699 | $3.20M | 0.06% | +2,132+22.3% | Added |
| State of Alaska, Department of Revenue | 11,336 | $3.10M | 0.03% | −145−1.3% | Reduced |
| UBS Group AG | 11,240 | $3.07M | 0.00% | −5,286−32.0% | Reduced |
| Voya Investment Management LLC | 11,058 | $3.02M | 0.01% | −180−1.6% | Reduced |
| BNP Paribas Arbitrage, SA | 10,984 | $3.00M | 0.01% | +5,334+94.4% | Added |