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 |
|---|---|---|---|---|---|
| Boothbay Fund Management, LLC | 1,000 | $273.0K | 0.01% | +1,000 | New |
| Cadent Capital Advisors, LLC | 1,003 | $274.0K | 0.12% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 1,010 | $276.0K | 0.04% | −1,154−53.3% | Reduced |
| Manufacturers Life Insurance Company, The | 1,103 | $301.3K | 0.00% | +331+42.9% | Added |
| Davenport & Co LLC | 1,127 | $308.0K | 0.00% | −1,288−53.3% | Reduced |
| Heartland Bank & Trust Co | 1,130 | $309.0K | 0.23% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 1,150 | $314.0K | 0.07% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 1,148 | $314.0K | 0.05% | +123+12.0% | Added |
| Verition Fund Management LLC | 1,154 | $315.0K | 0.01% | +1,154 | New |
| HBK Sorce Advisory LLC | 1,161 | $317.0K | 0.02% | +63+5.7% | Added |
| MML Investors Services, LLC | 1,165 | $318.0K | 0.00% | +266+29.6% | Added |
| Commonwealth Equity Services, LLC | 1,173 | $320.0K | 0.00% | +91+8.4% | Added |
| Synovus Financial Corp | 1,183 | $326.0K | 0.00% | −5−0.4% | Reduced |
| Connectus Wealth, LLC | 1,012 | $346.0K | 0.01% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 1,337 | $365.0K | 0.04% | −131−8.9% | Reduced |
| HM Payson & Co | 1,350 | $369.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,400 | $382.0K | 0.02% | 00.0% | Unchanged |
| Welch & Forbes LLC | 1,410 | $385.0K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 1,415 | $386.5K | 0.00% | +1,415 | New |
| Krane Funds Advisors LLC | 1,447 | $395.0K | 0.02% | +305+26.7% | Added |
| Beacon Pointe Advisors, LLC | 1,450 | $396.0K | 0.01% | +280+23.9% | Added |
| Connable Office Inc | 1,470 | $402.0K | 0.05% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,489 | $406.0K | 0.00% | +130+9.6% | Added |
| Creative Planning | 1,495 | $408.0K | 0.00% | +21+1.4% | Added |
| Tower Research Capital LLC (TRC) | 1,492 | $408.0K | 0.00% | +105+7.6% | Added |
| Procyon Private Wealth Partners, LLC | 1,522 | $416.0K | 0.09% | 00.0% | Unchanged |
| Pictet Asset Management SA | 1,530 | $418.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,519 | $424.0K | 0.02% | −52−3.3% | Reduced |
| AlphaCrest Capital Management LLC | 1,556 | $425.0K | 0.02% | +1,556 | New |
| CIBC Private Wealth Group, LLC | 1,612 | $440.0K | 0.00% | +58+3.7% | Added |
| First Republic Investment Management, Inc. | 1,628 | $445.0K | 0.00% | +7+0.4% | Added |
| Vestmark Advisory Solutions, Inc. | 1,726 | $471.0K | 0.03% | −83−4.6% | Reduced |
| Maryland State Retirement & Pension System | 1,727 | $472.0K | 0.01% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 1,731 | $473.0K | 0.06% | +1+0.1% | Added |
| CIBC Asset Management Inc | 1,758 | $480.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,798 | $491.0K | 0.04% | +1,798 | New |
| Spectrum Asset Management, Inc. (NB/CA) | 1,800 | $492.0K | 0.19% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 1,851 | $506.0K | 0.00% | −30−1.6% | Reduced |
| Walleye Capital LLC | 1,901 | $519.0K | 0.01% | +521+37.8% | Added |
| Martingale Asset Management L P | 1,972 | $540.0K | 0.01% | −1−0.1% | Reduced |
| Great West Life Assurance Co | 1,871 | $540.0K | 0.00% | +80+4.5% | Added |
| Shell Asset Management Co | 1,989 | $543.0K | 0.01% | −16−0.8% | Reduced |
| Hanlon Investment Management, Inc. | 2,000 | $546.0K | 0.12% | 00.0% | Unchanged |
| LPL Financial LLC | 2,002 | $547.0K | 0.00% | −509−20.3% | Reduced |
| Navellier & Associates Inc | 2,001 | $547.0K | 0.09% | −420−17.3% | Reduced |
| ProShare Advisors LLC | 2,017 | $551.0K | 0.00% | −22−1.1% | Reduced |
| Raymond James & Associates | 2,048 | $559.0K | 0.00% | −264−11.4% | Reduced |
| Wellington Management Group LLP | 2,090 | $571.0K | 0.00% | +2,090 | New |
| Bank of Montreal | 2,065 | $577.0K | 0.00% | −38−1.8% | Reduced |
| Fiduciary Trust Co | 2,231 | $609.0K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 2,292 | $626.0K | 0.00% | +106+4.8% | Added |
| BCJ Capital Management, LLC | 2,384 | $651.0K | 0.06% | +585+32.5% | Added |
| Xponance, Inc. | 2,404 | $657.0K | 0.01% | −18−0.7% | Reduced |
| Precision Wealth Strategies, LLC | 2,449 | $669.0K | 0.40% | −244−9.1% | Reduced |
| Bridgewater Associates, LP | 2,460 | $672.0K | 0.00% | +2,460 | New |
| PEAK6 Investments LLC | 2,563 | $700.0K | 0.02% | +1,853+261.0% | Added |
| Oak Thistle LLC | 2,573 | $703.0K | 0.37% | +2,573 | New |
| Regentatlantic Capital LLC | 2,656 | $726.0K | 0.02% | +140+5.6% | Added |
| Public Employees Retirement Association of Colorado | 2,787 | $761.0K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 2,809 | $767.0K | 0.04% | +983+53.8% | Added |
| DekaBank Deutsche Girozentrale | 2,900 | $809.0K | 0.00% | +516+21.6% | Added |
| Truist Financial Corp | 2,972 | $812.0K | 0.00% | −1,806−37.8% | Reduced |
| Bradley Foster & Sargent Inc | 3,021 | $825.0K | 0.02% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 3,087 | $843.0K | 0.53% | +81+2.7% | Added |
| Jane Street Group, LLC | 3,117 | $851.0K | 0.00% | +3,117 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,140 | $858.0K | 0.00% | +48+1.6% | Added |
| Illinois Municipal Retirement Fund | 3,177 | $868.0K | 0.03% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 3,285 | $899.0K | 0.01% | −63−1.9% | Reduced |
| BCGM Wealth Management, LLC | 3,601 | $912.0K | 0.50% | +360+11.1% | Added |
| Dynamic Technology Lab Private Ltd | 3,520 | $962.0K | 0.11% | +3,520 | New |
| Twin Capital Management Inc | 3,524 | $963.0K | 0.10% | −20−0.6% | Reduced |
| Cubist Systematic Strategies, LLC | 3,752 | $1.02M | 0.01% | +3,496+1,365.6% | Added |
| Veritable, L.P. | 3,895 | $1.06M | 0.02% | +151+4.0% | Added |
| Arbor Capital Management Inc | 4,044 | $1.09M | 0.84% | −1,773−30.5% | Reduced |
| Black Creek Investment Management Inc. | 4,000 | $1.09M | 0.03% | 00.0% | Unchanged |
| Mawer Investment Management Ltd. | 4,167 | $1.14M | 0.01% | −54,605−92.9% | Reduced |
| Utah Retirement Systems | 4,185 | $1.14M | 0.02% | 00.0% | Unchanged |
| Fiera Capital Corp | 4,225 | $1.15M | 0.00% | +232+5.8% | Added |
| LMR Partners LLP | 4,229 | $1.16M | 0.02% | −86,164−95.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,266 | $1.17M | 0.13% | +153+3.7% | Added |
| Handelsbanken Fonder AB | 4,272 | $1.17M | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,362 | $1.19M | 0.00% | +373+9.4% | Added |
| Versor Investments LP | 4,470 | $1.22M | 0.05% | +2,770+162.9% | Added |
| O'Shares Investment Advisers, LLC | 4,502 | $1.23M | 0.10% | +240+5.6% | Added |
| Martin Capital Advisors, LLP | 4,734 | $1.29M | 0.89% | +35+0.7% | Added |
| Johnson Investment Counsel Inc | 4,759 | $1.30M | 0.02% | −105−2.2% | Reduced |
| Teacher Retirement System of Texas | 4,873 | $1.33M | 0.01% | +319+7.0% | Added |
| Jennison Associates LLC | 4,903 | $1.34M | 0.00% | −5,557−53.1% | Reduced |
| Prudential Financial Inc | 4,901 | $1.34M | 0.00% | +3,969+425.9% | Added |
| Covey Capital Advisors, LLC | 5,087 | $1.39M | 1.44% | +476+10.3% | Added |
| Grandeur Peak Global Advisors, LLC | 5,104 | $1.39M | 0.07% | +756+17.4% | Added |
| Sepio Capital, LP | 5,206 | $1.42M | 0.12% | −1,019−16.4% | Reduced |
| Advisory Services Network, LLC | 5,264 | $1.44M | 0.04% | +2,646+101.1% | Added |
| BTG Pactual Global Asset Management Ltd | 5,639 | $1.54M | 1.51% | −2,788−33.1% | Reduced |
| Motive Wealth Advisors | 5,763 | $1.57M | 1.08% | −52−0.9% | Reduced |
| Two Sigma Advisers, LP | 5,800 | $1.58M | 0.00% | +4,300+286.7% | Added |
| Amalgamated Bank | 5,818 | $1.59M | 0.01% | +404+7.5% | Added |
| Amalgamated Financial Corp. | 5,818 | $1.59M | 0.01% | +5,818 | New |
| Eqis Capital Management, Inc. | 5,960 | $1.63M | 0.15% | −1,233−17.1% | Reduced |
| Empire Life Investments Inc. | 6,130 | $1.68M | 0.11% | 00.0% | Unchanged |