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 |
|---|---|---|---|---|---|
| Bank of Nova Scotia | 10,706 | $2.92M | 0.00% | −5,112−32.3% | Reduced |
| Neuberger Berman Group LLC | 10,501 | $2.87M | 0.00% | +63+0.6% | Added |
| Pallas Capital Advisors LLC | 10,415 | $2.85M | 0.36% | +1,165+12.6% | Added |
| Oppenheimer Asset Management Inc. | 10,416 | $2.85M | 0.04% | +15+0.1% | Added |
| George Kaiser Family Foundation | 10,299 | $2.81M | 0.46% | +18+0.2% | Added |
| Price T Rowe Associates Inc | 10,286 | $2.81M | 0.00% | +989+10.6% | Added |
| Envestnet Asset Management Inc | 10,128 | $2.77M | 0.00% | −727−6.7% | Reduced |
| D. E. Shaw & Co., Inc. | 10,003 | $2.73M | 0.00% | +4,495+81.6% | Added |
| Bright Rock Capital Management, LLC | 10,000 | $2.73M | 0.64% | 00.0% | Unchanged |
| Algert Global LLC | 9,711 | $2.65M | 0.17% | +7,324+306.8% | Added |
| Azzad Asset Management Inc | 9,651 | $2.64M | 0.38% | +9,651 | New |
| Alliancebernstein L.P. | 9,479 | $2.59M | 0.00% | −229−2.4% | Reduced |
| Janus Henderson Group PLC | 9,376 | $2.56M | 0.00% | −10,260−52.3% | Reduced |
| Susquehanna International Group, LLP | 9,097 | $2.48M | 0.00% | −11,270−55.3% | Reduced |
| Kensington Investment Counsel, LLC | 9,075 | $2.48M | 1.64% | −905−9.1% | Reduced |
| Captrust Financial Advisors | 8,900 | $2.43M | 0.02% | +576+6.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 8,633 | $2.36M | 0.03% | +9+0.1% | Added |
| Treasurer of the State of North Carolina | 8,620 | $2.35M | 0.01% | +145+1.7% | Added |
| HighTower Advisors, LLC | 8,582 | $2.34M | 0.01% | +738+9.4% | Added |
| Alamar Capital Management, LLC | 8,491 | $2.32M | 1.95% | +132+1.6% | Added |
| Henshaw Capital LLC | 8,254 | $2.25M | 0.13% | +11+0.1% | Added |
| Deutsche Bank AG | 8,184 | $2.24M | 0.00% | −176−2.1% | Reduced |
| Aviva PLC | 8,174 | $2.23M | 0.01% | +164+2.0% | Added |
| Bessemer Group Inc | 7,900 | $2.16M | 0.00% | +41+0.5% | Added |
| M&T Bank Corp | 7,798 | $2.13M | 0.01% | −133−1.7% | Reduced |
| Blair William & Co | 7,052 | $1.93M | 0.01% | −235−3.2% | Reduced |
| Bank of Stockton | 6,802 | $1.86M | 0.58% | +261+4.0% | Added |
| HSBC Holdings PLC | 6,612 | $1.84M | 0.00% | +3,912+144.9% | 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 |
| Arizona State Retirement System | 6,407 | $1.75M | 0.01% | +32+0.5% | Added |
| Ashford Capital Management Inc | 6,391 | $1.75M | 0.19% | +12+0.2% | Added |
| Cerity Partners LLC | 6,268 | $1.71M | 0.03% | +5,534+754.0% | Added |
| Davy Global Fund Management Ltd | 6,263 | $1.71M | 0.28% | +1,336+27.1% | Added |
| Redmond Asset Management, LLC | 6,239 | $1.70M | 0.51% | −20.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 6,224 | $1.70M | 0.03% | −19−0.3% | Reduced |
| Empire Life Investments Inc. | 6,130 | $1.68M | 0.11% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 5,960 | $1.63M | 0.15% | −1,233−17.1% | Reduced |
| Amalgamated Bank | 5,818 | $1.59M | 0.01% | +404+7.5% | Added |
| Amalgamated Financial Corp. | 5,818 | $1.59M | 0.01% | +5,818 | New |
| Two Sigma Advisers, LP | 5,800 | $1.58M | 0.00% | +4,300+286.7% | Added |
| Motive Wealth Advisors | 5,763 | $1.57M | 1.08% | −52−0.9% | Reduced |
| BTG Pactual Global Asset Management Ltd | 5,639 | $1.54M | 1.51% | −2,788−33.1% | Reduced |
| Advisory Services Network, LLC | 5,264 | $1.44M | 0.04% | +2,646+101.1% | Added |
| Sepio Capital, LP | 5,206 | $1.42M | 0.12% | −1,019−16.4% | Reduced |
| Grandeur Peak Global Advisors, LLC | 5,104 | $1.39M | 0.07% | +756+17.4% | Added |
| Covey Capital Advisors, LLC | 5,087 | $1.39M | 1.44% | +476+10.3% | 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 |
| Teacher Retirement System of Texas | 4,873 | $1.33M | 0.01% | +319+7.0% | Added |
| Johnson Investment Counsel Inc | 4,759 | $1.30M | 0.02% | −105−2.2% | Reduced |
| Martin Capital Advisors, LLP | 4,734 | $1.29M | 0.89% | +35+0.7% | Added |
| O'Shares Investment Advisers, LLC | 4,502 | $1.23M | 0.10% | +240+5.6% | Added |
| Versor Investments LP | 4,470 | $1.22M | 0.05% | +2,770+162.9% | Added |
| Advisor Group Holdings, Inc. | 4,362 | $1.19M | 0.00% | +373+9.4% | Added |
| Handelsbanken Fonder AB | 4,272 | $1.17M | 0.01% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 4,266 | $1.17M | 0.13% | +153+3.7% | Added |
| LMR Partners LLP | 4,229 | $1.16M | 0.02% | −86,164−95.3% | Reduced |
| Fiera Capital Corp | 4,225 | $1.15M | 0.00% | +232+5.8% | Added |
| Utah Retirement Systems | 4,185 | $1.14M | 0.02% | 00.0% | Unchanged |
| Mawer Investment Management Ltd. | 4,167 | $1.14M | 0.01% | −54,605−92.9% | Reduced |
| Black Creek Investment Management Inc. | 4,000 | $1.09M | 0.03% | 00.0% | Unchanged |
| Arbor Capital Management Inc | 4,044 | $1.09M | 0.84% | −1,773−30.5% | Reduced |
| Veritable, L.P. | 3,895 | $1.06M | 0.02% | +151+4.0% | Added |
| Cubist Systematic Strategies, LLC | 3,752 | $1.02M | 0.01% | +3,496+1,365.6% | Added |
| Twin Capital Management Inc | 3,524 | $963.0K | 0.10% | −20−0.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,520 | $962.0K | 0.11% | +3,520 | New |
| BCGM Wealth Management, LLC | 3,601 | $912.0K | 0.50% | +360+11.1% | Added |
| Avantax Advisory Services, Inc. | 3,285 | $899.0K | 0.01% | −63−1.9% | Reduced |
| Illinois Municipal Retirement Fund | 3,177 | $868.0K | 0.03% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,140 | $858.0K | 0.00% | +48+1.6% | Added |
| Jane Street Group, LLC | 3,117 | $851.0K | 0.00% | +3,117 | New |
| Accretive Wealth Partners, LLC | 3,087 | $843.0K | 0.53% | +81+2.7% | Added |
| Bradley Foster & Sargent Inc | 3,021 | $825.0K | 0.02% | 00.0% | Unchanged |
| Truist Financial Corp | 2,972 | $812.0K | 0.00% | −1,806−37.8% | Reduced |
| DekaBank Deutsche Girozentrale | 2,900 | $809.0K | 0.00% | +516+21.6% | Added |
| JustInvest LLC | 2,809 | $767.0K | 0.04% | +983+53.8% | Added |
| Public Employees Retirement Association of Colorado | 2,787 | $761.0K | 0.00% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 2,656 | $726.0K | 0.02% | +140+5.6% | Added |
| Oak Thistle LLC | 2,573 | $703.0K | 0.37% | +2,573 | New |
| PEAK6 Investments LLC | 2,563 | $700.0K | 0.02% | +1,853+261.0% | Added |
| Bridgewater Associates, LP | 2,460 | $672.0K | 0.00% | +2,460 | New |
| Precision Wealth Strategies, LLC | 2,449 | $669.0K | 0.40% | −244−9.1% | Reduced |
| Xponance, Inc. | 2,404 | $657.0K | 0.01% | −18−0.7% | Reduced |
| BCJ Capital Management, LLC | 2,384 | $651.0K | 0.06% | +585+32.5% | Added |
| Citadel Advisors LLC | 2,292 | $626.0K | 0.00% | +106+4.8% | Added |
| Fiduciary Trust Co | 2,231 | $609.0K | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 2,065 | $577.0K | 0.00% | −38−1.8% | Reduced |
| Wellington Management Group LLP | 2,090 | $571.0K | 0.00% | +2,090 | New |
| Raymond James & Associates | 2,048 | $559.0K | 0.00% | −264−11.4% | Reduced |
| ProShare Advisors LLC | 2,017 | $551.0K | 0.00% | −22−1.1% | Reduced |
| 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 |
| Hanlon Investment Management, Inc. | 2,000 | $546.0K | 0.12% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,989 | $543.0K | 0.01% | −16−0.8% | Reduced |
| 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 |
| Walleye Capital LLC | 1,901 | $519.0K | 0.01% | +521+37.8% | Added |
| Janney Montgomery Scott LLC | 1,851 | $506.0K | 0.00% | −30−1.6% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 1,800 | $492.0K | 0.19% | 00.0% | Unchanged |