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 |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 96,507 | $26.4M | 0.03% | −400−0.4% | Reduced |
| Wells Fargo & Company | 97,068 | $26.5M | 0.01% | +12,001+14.1% | Added |
| Eaton Vance Management | 100,003 | $27.3M | 0.03% | +9,177+10.1% | Added |
| Allspring Global Investments Holdings, LLC | 100,340 | $27.4M | 0.03% | −14,617−12.7% | Reduced |
| Nuveen Asset Management, LLC | 100,104 | $28.1M | 0.01% | −5,032−4.8% | Reduced |
| Goldman Sachs Group Inc | 103,204 | $28.2M | 0.01% | +38,267+58.9% | Added |
| Northern Trust Corp | 111,174 | $30.4M | 0.01% | +1,584+1.4% | Added |
| Lazard Asset Management LLC | 114,938 | $31.4M | 0.04% | −5,827−4.8% | Reduced |
| Principal Financial Group Inc | 125,028 | $34.2M | 0.02% | +17,516+16.3% | Added |
| Parametric Portfolio Associates LLC | 130,746 | $35.7M | 0.02% | +15,374+13.3% | Added |
| Charles Schwab Investment Management Inc | 140,350 | $38.3M | 0.01% | +3,912+2.9% | Added |
| Loomis Sayles & Co L P | 148,198 | $40.5M | 0.05% | +4,704+3.3% | Added |
| American Capital Management Inc | 186,427 | $50.9M | 1.50% | +2,036+1.1% | Added |
| Norges Bank | 217,308 | $59.4M | 0.01% | −8,659−3.8% | Reduced |
| Praesidium Investment Management Company, LLC | 225,439 | $61.6M | 4.29% | −1,073−0.5% | Reduced |
| Royce & Associates LP | 257,777 | $70.4M | 0.60% | −55,682−17.8% | Reduced |
| Bank of New York Mellon Corp | 297,699 | $81.3M | 0.02% | −9,836−3.2% | Reduced |
| Dimensional Fund Advisors LP | 315,365 | $86.2M | 0.03% | +1,623+0.5% | Added |
| Invesco Ltd. | 324,161 | $88.5M | 0.02% | +1,222+0.4% | Added |
| Geode Capital Management, LLC | 331,238 | $90.5M | 0.01% | +12,197+3.8% | Added |
| State Street Corp | 368,593 | $100.8M | 0.00% | +1,017+0.3% | Added |
| Artisan Partners Limited Partnership | 404,548 | $110.5M | 0.15% | −16,005−3.8% | Reduced |
| Renaissance Technologies LLC | 415,570 | $113.5M | 0.13% | +4,670+1.1% | Added |
| Massachusetts Financial Services Co | 435,085 | $118.9M | 0.04% | +58,846+15.6% | Added |
| Pendal Group Limited | 444,272 | $121.4M | 1.00% | +2,735+0.6% | Added |
| Echo Street Capital Management LLC | 495,864 | $135.5M | 0.98% | −31,497−6.0% | Reduced |
| JPMorgan Chase & Co | 733,609 | $200.4M | 0.03% | +157,262+27.3% | Added |
| Wasatch Advisors Inc | 779,437 | $212.9M | 1.05% | −26,266−3.3% | Reduced |
| FMR LLC | 830,476 | $226.9M | 0.02% | −38,653−4.4% | Reduced |
| Atlanta Capital Management Co L L C | 1,023,386 | $279.6M | 1.04% | +7,873+0.8% | Added |
| BlackRock Inc. | 1,069,710 | $292.2M | 0.01% | +16,952+1.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,077,819 | $294.4M | 0.78% | −121,138−10.1% | Reduced |
| Bamco Inc | 1,165,415 | $318.4M | 0.78% | −43,505−3.6% | Reduced |
| Bank of America Corp | 1,352,449 | $369.4M | 0.04% | +1,212,570+866.9% | Added |
| Vanguard Group Inc | 2,403,202 | $656.5M | 0.02% | +129,956+5.7% | Added |
| Select Equity Group, L.P. | 4,137,319 | $1.13B | 3.68% | −712,969−14.7% | Reduced |
| Northern Right Capital Management, L.P. | 0 | $0 | 0.00% | −54,997−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −34,257−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −15,596−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −8,293−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −7,654−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −5,300−100.0% | Sold out |
| Knowledge Leaders Capital, LLC | 0 | $0 | 0.00% | −4,595−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| Iridian Asset Management LLC | 0 | $0 | 0.00% | −4,032−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −3,630−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −3,394−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −2,765−100.0% | Sold out |
| Leverage Partners Absolute Return Fund SPC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −1,454−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −1,346−100.0% | Sold out |
| Personal Capital Advisors Corp | 0 | $0 | 0.00% | −1,289−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −1,195−100.0% | Sold out |
| Pegasus Partners Ltd. | 0 | $0 | 0.00% | −983−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −914−100.0% | Sold out |
| Accuvest Global Advisors | 0 | $0 | 0.00% | −899−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −815−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −768−100.0% | Sold out |
| Roberts Glore & Co Inc | 0 | $0 | 0.00% | −730−100.0% | Sold out |
| Raymond James Trust N.A. | 0 | $0 | 0.00% | −715−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −706−100.0% | Sold out |
| Long Road Investment Counsel, LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −690−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| Stonegate Investment Group, LLC | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −645−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −641−100.0% | Sold out |
| Alphasimplex Group, LLC | 0 | $0 | 0.00% | −627−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −612−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −586−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −417−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −14,705−100.0% | Sold out |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |
| Bell Investment Advisors, Inc | – | – | – | – | Not filed |
| Reilly Financial Advisors, LLC | – | – | – | – | Not filed |