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 |
|---|---|---|---|---|---|
| Buckingham Strategic Wealth, LLC | 6,224 | $1.70M | 0.03% | −19−0.3% | Reduced |
| Redmond Asset Management, LLC | 6,239 | $1.70M | 0.51% | −20.0% | Reduced |
| Davy Global Fund Management Ltd | 6,263 | $1.71M | 0.28% | +1,336+27.1% | Added |
| Cerity Partners LLC | 6,268 | $1.71M | 0.03% | +5,534+754.0% | Added |
| Ashford Capital Management Inc | 6,391 | $1.75M | 0.19% | +12+0.2% | Added |
| Arizona State Retirement System | 6,407 | $1.75M | 0.01% | +32+0.5% | Added |
| Royal Bank of Canada | 6,503 | $1.78M | 0.00% | −936−12.6% | Reduced |
| Yorktown Management & Research Co Inc | 6,500 | $1.78M | 1.51% | −400−5.8% | Reduced |
| HSBC Holdings PLC | 6,612 | $1.84M | 0.00% | +3,912+144.9% | Added |
| Bank of Stockton | 6,802 | $1.86M | 0.58% | +261+4.0% | Added |
| Blair William & Co | 7,052 | $1.93M | 0.01% | −235−3.2% | Reduced |
| M&T Bank Corp | 7,798 | $2.13M | 0.01% | −133−1.7% | Reduced |
| Bessemer Group Inc | 7,900 | $2.16M | 0.00% | +41+0.5% | Added |
| Aviva PLC | 8,174 | $2.23M | 0.01% | +164+2.0% | Added |
| Deutsche Bank AG | 8,184 | $2.24M | 0.00% | −176−2.1% | Reduced |
| Henshaw Capital LLC | 8,254 | $2.25M | 0.13% | +11+0.1% | Added |
| Alamar Capital Management, LLC | 8,491 | $2.32M | 1.95% | +132+1.6% | Added |
| HighTower Advisors, LLC | 8,582 | $2.34M | 0.01% | +738+9.4% | Added |
| Treasurer of the State of North Carolina | 8,620 | $2.35M | 0.01% | +145+1.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 8,633 | $2.36M | 0.03% | +9+0.1% | Added |
| Captrust Financial Advisors | 8,900 | $2.43M | 0.02% | +576+6.9% | Added |
| Kensington Investment Counsel, LLC | 9,075 | $2.48M | 1.64% | −905−9.1% | Reduced |
| Susquehanna International Group, LLP | 9,097 | $2.48M | 0.00% | −11,270−55.3% | Reduced |
| Janus Henderson Group PLC | 9,376 | $2.56M | 0.00% | −10,260−52.3% | Reduced |
| Alliancebernstein L.P. | 9,479 | $2.59M | 0.00% | −229−2.4% | Reduced |
| Azzad Asset Management Inc | 9,651 | $2.64M | 0.38% | +9,651 | New |
| Algert Global LLC | 9,711 | $2.65M | 0.17% | +7,324+306.8% | Added |
| Bright Rock Capital Management, LLC | 10,000 | $2.73M | 0.64% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 10,003 | $2.73M | 0.00% | +4,495+81.6% | Added |
| Envestnet Asset Management Inc | 10,128 | $2.77M | 0.00% | −727−6.7% | Reduced |
| Price T Rowe Associates Inc | 10,286 | $2.81M | 0.00% | +989+10.6% | Added |
| George Kaiser Family Foundation | 10,299 | $2.81M | 0.46% | +18+0.2% | Added |
| Oppenheimer Asset Management Inc. | 10,416 | $2.85M | 0.04% | +15+0.1% | Added |
| Pallas Capital Advisors LLC | 10,415 | $2.85M | 0.36% | +1,165+12.6% | Added |
| Neuberger Berman Group LLC | 10,501 | $2.87M | 0.00% | +63+0.6% | Added |
| Bank of Nova Scotia | 10,706 | $2.92M | 0.00% | −5,112−32.3% | Reduced |
| BNP Paribas Arbitrage, SA | 10,984 | $3.00M | 0.01% | +5,334+94.4% | Added |
| Voya Investment Management LLC | 11,058 | $3.02M | 0.01% | −180−1.6% | Reduced |
| UBS Group AG | 11,240 | $3.07M | 0.00% | −5,286−32.0% | Reduced |
| State of Alaska, Department of Revenue | 11,336 | $3.10M | 0.03% | −145−1.3% | Reduced |
| Atria Investments LLC | 11,699 | $3.20M | 0.06% | +2,132+22.3% | Added |
| Rafferty Asset Management, LLC | 11,770 | $3.21M | 0.02% | −571−4.6% | Reduced |
| US Bancorp | 11,871 | $3.24M | 0.01% | −1,524−11.4% | Reduced |
| Cardinal Capital Management | 12,012 | $3.28M | 0.66% | +169+1.4% | Added |
| Public Employees Retirement System of Ohio | 12,503 | $3.42M | 0.01% | −744−5.6% | Reduced |
| AQR Capital Management LLC | 12,968 | $3.54M | 0.01% | +1,234+10.5% | Added |
| Ceera Investments, LLC | 13,137 | $3.59M | 1.79% | −80−0.6% | Reduced |
| State of New Jersey Common Pension Fund D | 13,252 | $3.62M | 0.01% | 00.0% | Unchanged |
| Commerce Bank | 13,796 | $3.77M | 0.03% | +106+0.8% | Added |
| Stifel Financial Corp | 13,876 | $3.79M | 0.01% | −2,878−17.2% | Reduced |
| Citigroup Inc | 15,608 | $4.26M | 0.00% | −4,489−22.3% | Reduced |
| Marks Group Wealth Management, Inc | 16,555 | $4.52M | 0.57% | +810+5.1% | Added |
| Arrowstreet Capital, Limited Partnership | 19,516 | $5.33M | 0.01% | −4,030−17.1% | Reduced |
| Alberta Investment Management Corp | 19,562 | $5.34M | 0.03% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 19,843 | $5.42M | 0.48% | −3,180−13.8% | Reduced |
| Fisher Asset Management, LLC | 20,812 | $5.68M | 0.00% | +2,252+12.1% | Added |
| State of Wisconsin Investment Board | 21,388 | $5.84M | 0.01% | +18,544+652.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 21,498 | $5.87M | 0.02% | −2,680−11.1% | Reduced |
| Franklin Resources Inc | 21,603 | $5.90M | 0.00% | +1,767+8.9% | Added |
| TownSquare Capital, LLC | 21,995 | $6.01M | 0.15% | +4,240+23.9% | Added |
| Barclays PLC | 22,017 | $6.01M | 0.00% | +13,003+144.3% | Added |
| Susquehanna Fundamental Investments, LLC | 22,714 | $6.21M | 0.12% | +22,714 | New |
| Legal & General Group Plc | 23,273 | $6.36M | 0.00% | +1,033+4.6% | Added |
| Victory Capital Management Inc | 25,934 | $6.57M | 0.01% | −1,410−5.2% | Reduced |
| Twin Tree Management, LP | 25,426 | $6.95M | 0.14% | +25,426 | New |
| Russell Investments Group, Ltd. | 25,470 | $6.96M | 0.01% | +9,586+60.4% | Added |
| Nicholas Company, Inc. | 26,330 | $7.19M | 0.13% | −5,015−16.0% | Reduced |
| State Board of Administration of Florida Retirement System | 26,904 | $7.35M | 0.01% | −240−0.9% | Reduced |
| Rhumbline Advisers | 27,287 | $7.45M | 0.01% | −757−2.7% | Reduced |
| Southeast Asset Advisors Inc. | 27,557 | $7.53M | 1.00% | +2,202+8.7% | Added |
| Qube Research & Technologies Ltd | 29,234 | $7.99M | 0.07% | +29,234 | New |
| California State Teachers Retirement System | 30,241 | $8.26M | 0.01% | −2,618−8.0% | Reduced |
| Credit Suisse AG | 30,440 | $8.32M | 0.01% | +4,161+15.8% | Added |
| Daiwa Securities Group Inc. | 30,595 | $8.36M | 0.05% | −1,000−3.2% | Reduced |
| National Bank of Canada | 32,185 | $8.83M | 0.03% | +19,000+144.1% | Added |
| Natixis | 33,100 | $9.04M | 0.03% | +24,000+263.7% | Added |
| Nordea Investment Management AB | 36,487 | $10.2M | 0.01% | +1,433+4.1% | Added |
| Man Group plc | 39,325 | $10.7M | 0.04% | +7,861+25.0% | Added |
| Panagora Asset Management Inc | 39,591 | $10.8M | 0.06% | −304−0.8% | Reduced |
| Segall Bryant & Hamill, LLC | 40,191 | $11.0M | 0.11% | +4,004+11.1% | Added |
| Kornitzer Capital Management Inc | 40,718 | $11.1M | 0.18% | −1,987−4.7% | Reduced |
| UBS Asset Management Americas Inc | 43,863 | $12.0M | 0.01% | +809+1.9% | Added |
| Cramer Rosenthal McGlynn LLC | 44,580 | $12.2M | 0.47% | −21,892−32.9% | Reduced |
| 2Xideas AG | 46,770 | $12.8M | 0.90% | −8,162−14.9% | Reduced |
| Ameriprise Financial Inc | 47,018 | $12.8M | 0.00% | −1,609−3.3% | Reduced |
| Asset Management One Co.,Ltd. | 48,327 | $13.3M | 0.05% | +13,196+37.6% | Added |
| California Public Employees Retirement System | 52,950 | $14.5M | 0.01% | −119−0.2% | Reduced |
| Swiss National Bank | 56,100 | $15.3M | 0.01% | +4,000+7.7% | Added |
| Engle Capital Management, L.P. | 57,000 | $15.6M | 3.34% | −12,609−18.1% | Reduced |
| TCW Group Inc | 60,618 | $16.6M | 0.16% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 61,201 | $16.7M | 0.46% | −1,077−1.7% | Reduced |
| VGI Partners Ltd | 62,483 | $17.1M | 2.21% | −10,327−14.2% | Reduced |
| Parnassus Investments | 66,909 | $18.3M | 0.04% | −25,537−27.6% | Reduced |
| Chicago Capital, LLC | 70,871 | $19.4M | 0.83% | −47,949−40.4% | Reduced |
| Morgan Stanley | 71,251 | $19.5M | 0.00% | −28,186−28.3% | Reduced |
| Confluence Investment Management LLC | 76,458 | $20.9M | 0.29% | +134+0.2% | Added |
| Pelham Global Financials Ltd | 76,574 | $20.9M | 17.28% | −19,552−20.3% | Reduced |
| SEI Investments Co | 76,854 | $21.0M | 0.04% | +81+0.1% | Added |
| First Trust Advisors LP | 76,957 | $21.0M | 0.02% | +35,951+87.7% | Added |
| M&G Investment Management Ltd | 90,507 | $24.7M | 0.05% | +90,507 | New |