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.
Q1 2022 vs. Q4 2021
How the institutions holding Morningstar, Inc. changed between Q4 2021 and Q1 2022.
All holders in Q1 2022All holders in Q4 2021
| Measure | Q4 2021 | Of which not filed for Q1 2022 | Q1 2022 | Change |
|---|---|---|---|---|
| Holders | 341 | 3 | 336 | −2 |
| Shares | 23.2M | 279 | 23.5M | +337.6K (+1.5%) |
| Value | $7.92B | $96.0K | $6.41B | −$1.50B (−19.0%) |
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (40)
Institutions that held Morningstar, Inc. at the end of Q1 2022 but not at the end of Q4 2021.
Sold out (42)
Institutions that held Morningstar, Inc. at the end of Q4 2021 and filed for Q1 2022 without it.
Not filed for Q1 2022 yet (3)
Institutions that held Morningstar, Inc. at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| NEXT Financial Group, Inc | 125 | $43.0K |
| Bell Investment Advisors, Inc | 102 | $35.0K |
| Reilly Financial Advisors, LLC | 52 | $18.0K |