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 |
|---|---|---|---|---|---|
| Meeder Asset Management Inc | 1 | $0 | 0.00% | +1 | New |
| CFS Investment Advisory Services, LLC | 34,966 | $0 | 0.00% | +34,966 | New |
| Parkside Financial Bank & Trust | 4 | $1.00K | 0.00% | +4 | New |
| Prospera Financial Services Inc | 2 | $1.00K | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 2 | $1.00K | 0.00% | +2 | New |
| TD Private Client Wealth LLC | 5 | $1.37K | 0.00% | +5 | New |
| Northwestern Mutual Wealth Management Co | 7 | $2.00K | 0.00% | −2−22.2% | Reduced |
| Disciplined Investments, LLC | 7 | $2.00K | 0.00% | +7 | New |
| First Horizon Advisors, Inc. | 11 | $3.00K | 0.00% | −90−89.1% | Reduced |
| Concord Wealth Partners | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 10 | $3.00K | 0.00% | +1+11.1% | Added |
| SRS Capital Advisors, Inc. | 11 | $3.00K | 0.00% | +11 | New |
| Cordant, Inc. | 12 | $3.00K | 0.00% | +12 | New |
| Asset Dedication, LLC | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 14 | $4.00K | 0.00% | +5+55.6% | Added |
| Lindbrook Capital, LLC | 16 | $4.00K | 0.00% | +9+128.6% | Added |
| Glassman Wealth Services | 13 | $4.00K | 0.00% | +9+225.0% | Added |
| Proequities, Inc. | 16 | $4.00K | 0.00% | +16 | New |
| American Portfolios Advisors | 15 | $4.10K | 0.00% | −4−21.1% | Reduced |
| Nisa Investment Advisors, LLC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 23 | $6.28K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 25 | $6.83K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 26 | $7.00K | 0.00% | +1+4.0% | Added |
| TCI Wealth Advisors, Inc. | 28 | $8.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 33 | $9.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 32 | $9.00K | 0.00% | +11+52.4% | Added |
| FourThought Financial, LLC | 40 | $11.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 40 | $11.0K | 0.00% | +40 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 46 | $13.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 52 | $14.0K | 0.01% | −48−48.0% | Reduced |
| City Holding Co | 62 | $17.0K | 0.00% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 65 | $18.0K | 0.00% | +65 | New |
| Capital Advisors, Ltd. LLC | 70 | $19.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 68 | $19.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 75 | $21.0K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 76 | $21.0K | 0.01% | +76 | New |
| Whittier Trust Co | 80 | $22.0K | 0.00% | +24+42.9% | Added |
| Bradley & Co. Private Wealth Management, LLC | 83 | $23.0K | 0.02% | 00.0% | Unchanged |
| Cambridge Trust Co | 88 | $24.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 100 | $27.0K | 0.00% | +100 | New |
| AdvisorNet Financial, Inc | 105 | $29.0K | 0.00% | −5−4.5% | Reduced |
| Proffitt & Goodson Inc | 135 | $37.0K | 0.01% | +135 | New |
| Fifth Third Bancorp | 143 | $39.0K | 0.00% | −1,050−88.0% | Reduced |
| Quent Capital, LLC | 141 | $39.0K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 143 | $39.1K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 150 | $40.0K | 0.03% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 163 | $45.0K | 0.01% | −100−38.0% | Reduced |
| O'Dell Group, LLC | 166 | $45.0K | 0.01% | +166 | New |
| Point72 Hong Kong Ltd | 173 | $47.0K | 0.00% | −432−71.4% | Reduced |
| Covington Capital Management | 175 | $48.0K | 0.00% | +50+40.0% | Added |
| Rockefeller Capital Management L.P. | 180 | $49.0K | 0.00% | +5+2.9% | Added |
| Steward Partners Investment Advisory, LLC | 183 | $50.0K | 0.00% | +74+67.9% | Added |
| Versant Capital Management, Inc | 206 | $56.0K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 225 | $61.0K | 0.01% | −265−54.1% | Reduced |
| Wolff Wiese Magana LLC | 224 | $61.0K | 0.04% | +3+1.4% | Added |
| CVA Family Office, LLC | 228 | $62.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 405 | $67.0K | 0.00% | +368+994.6% | Added |
| Spire Wealth Management | 292 | $80.0K | 0.00% | −16−5.2% | Reduced |
| JJJ Advisors Inc. | 298 | $81.0K | 0.02% | +32+12.0% | Added |
| Thompson Siegel & Walmsley LLC | 300 | $82.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 304 | $83.0K | 0.02% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 327 | $89.0K | 0.00% | −23−6.6% | Reduced |
| Ci Investments Inc. | 334 | $91.0K | 0.00% | −46−12.1% | Reduced |
| Quadrant Capital Group LLC | 334 | $91.0K | 0.01% | +17+5.4% | Added |
| Central Trust Co | 342 | $93.0K | 0.00% | −25−6.8% | Reduced |
| McIlrath & Eck, LLC | 344 | $94.0K | 0.03% | +3+0.9% | Added |
| Exchange Traded Concepts, LLC | 393 | $107.0K | 0.00% | +393 | New |
| American International Group, Inc. | 425 | $116.0K | 0.00% | −1−0.2% | Reduced |
| Ensign Peak Advisors, Inc | 480 | $131.0K | 0.00% | 00.0% | Unchanged |
| Dundas Partners LLP | 509 | $139.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 559 | $153.0K | 0.00% | +104+22.9% | Added |
| Macquarie Group Ltd | 597 | $163.0K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 596 | $163.0K | 0.08% | +596 | New |
| Van Eck Associates Corp | 635 | $173.0K | 0.00% | +87+15.9% | Added |
| CWM, LLC | 703 | $192.0K | 0.00% | +290+70.2% | Added |
| North Star Investment Management Corp. | 712 | $194.0K | 0.02% | −40−5.3% | Reduced |
| Umb Bank N A | 725 | $198.0K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 736 | $201.0K | 0.00% | −1,342−64.6% | Reduced |
| Great Valley Advisor Group, Inc. | 750 | $205.0K | 0.01% | 00.0% | Unchanged |
| Willner & Heller, LLC | 605 | $207.0K | 0.25% | +605 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 775 | $212.0K | 0.04% | +125+19.2% | Added |
| Legacy Advisors, LLC | 820 | $224.0K | 0.04% | +820 | New |
| Associated Banc-Corp | 827 | $226.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 830 | $226.7K | 0.01% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 839 | $229.0K | 0.02% | −47−5.3% | Reduced |
| Proficio Capital Partners LLC | 862 | $235.0K | 0.04% | +862 | New |
| Zacks Investment Management | 863 | $236.0K | 0.00% | −43−4.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 868 | $237.0K | 0.00% | +31+3.7% | Added |
| Millennium Management LLC | 874 | $239.0K | 0.00% | −125,061−99.3% | Reduced |
| Dearborn Partners LLC | 894 | $244.0K | 0.01% | +23+2.6% | Added |
| Boston Trust Walden Corp | 916 | $250.0K | 0.00% | +916 | New |
| Gotham Asset Management, LLC | 924 | $252.0K | 0.01% | +924 | New |
| Stanley-Laman Group, Ltd. | 970 | $265.0K | 0.04% | −1,857−65.7% | Reduced |
| First Manhattan Co | 993 | $271.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 993 | $271.0K | 0.00% | +45+4.7% | Added |
| Gladstone Institutional Advisory LLC | 991 | $271.0K | 0.02% | +991 | New |
| SG Americas Securities, LLC | 998 | $273.0K | 0.00% | −24,366−96.1% | Reduced |
| Bard Financial Services, Inc. | 1,000 | $273.0K | 0.02% | 00.0% | Unchanged |