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 |
|---|---|---|---|---|---|
| Quantbot Technologies LP | 1,798 | $491.0K | 0.04% | +1,798 | New |
| CIBC Asset Management Inc | 1,758 | $480.0K | 0.00% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 1,731 | $473.0K | 0.06% | +1+0.1% | Added |
| Maryland State Retirement & Pension System | 1,727 | $472.0K | 0.01% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 1,726 | $471.0K | 0.03% | −83−4.6% | Reduced |
| First Republic Investment Management, Inc. | 1,628 | $445.0K | 0.00% | +7+0.4% | Added |
| CIBC Private Wealth Group, LLC | 1,612 | $440.0K | 0.00% | +58+3.7% | Added |
| AlphaCrest Capital Management LLC | 1,556 | $425.0K | 0.02% | +1,556 | New |
| Parallel Advisors, LLC | 1,519 | $424.0K | 0.02% | −52−3.3% | Reduced |
| Pictet Asset Management SA | 1,530 | $418.0K | 0.00% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,522 | $416.0K | 0.09% | 00.0% | Unchanged |
| 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 |
| The PNC Financial Services Group, Inc. | 1,489 | $406.0K | 0.00% | +130+9.6% | Added |
| Connable Office Inc | 1,470 | $402.0K | 0.05% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 1,450 | $396.0K | 0.01% | +280+23.9% | Added |
| Krane Funds Advisors LLC | 1,447 | $395.0K | 0.02% | +305+26.7% | Added |
| MetLife Investment Management | 1,415 | $386.5K | 0.00% | +1,415 | New |
| Welch & Forbes LLC | 1,410 | $385.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,400 | $382.0K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 1,350 | $369.0K | 0.01% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 1,337 | $365.0K | 0.04% | −131−8.9% | Reduced |
| Connectus Wealth, LLC | 1,012 | $346.0K | 0.01% | 00.0% | Unchanged |
| Synovus Financial Corp | 1,183 | $326.0K | 0.00% | −5−0.4% | Reduced |
| Commonwealth Equity Services, LLC | 1,173 | $320.0K | 0.00% | +91+8.4% | Added |
| MML Investors Services, LLC | 1,165 | $318.0K | 0.00% | +266+29.6% | Added |
| HBK Sorce Advisory LLC | 1,161 | $317.0K | 0.02% | +63+5.7% | Added |
| Verition Fund Management LLC | 1,154 | $315.0K | 0.01% | +1,154 | New |
| 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 |
| Heartland Bank & Trust Co | 1,130 | $309.0K | 0.23% | 00.0% | Unchanged |
| Davenport & Co LLC | 1,127 | $308.0K | 0.00% | −1,288−53.3% | Reduced |
| Manufacturers Life Insurance Company, The | 1,103 | $301.3K | 0.00% | +331+42.9% | Added |
| Gsa Capital Partners LLP | 1,010 | $276.0K | 0.04% | −1,154−53.3% | Reduced |
| Cadent Capital Advisors, LLC | 1,003 | $274.0K | 0.12% | 00.0% | Unchanged |
| 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 |
| Boothbay Fund Management, LLC | 1,000 | $273.0K | 0.01% | +1,000 | New |
| 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 |
| Stanley-Laman Group, Ltd. | 970 | $265.0K | 0.04% | −1,857−65.7% | Reduced |
| Gotham Asset Management, LLC | 924 | $252.0K | 0.01% | +924 | New |
| Boston Trust Walden Corp | 916 | $250.0K | 0.00% | +916 | New |
| Dearborn Partners LLC | 894 | $244.0K | 0.01% | +23+2.6% | Added |
| Millennium Management LLC | 874 | $239.0K | 0.00% | −125,061−99.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 868 | $237.0K | 0.00% | +31+3.7% | Added |
| Zacks Investment Management | 863 | $236.0K | 0.00% | −43−4.7% | Reduced |
| Proficio Capital Partners LLC | 862 | $235.0K | 0.04% | +862 | New |
| Spears Abacus Advisors LLC | 839 | $229.0K | 0.02% | −47−5.3% | Reduced |
| Leonteq Securities AG | 830 | $226.7K | 0.01% | 00.0% | Unchanged |
| Associated Banc-Corp | 827 | $226.0K | 0.01% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 820 | $224.0K | 0.04% | +820 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 775 | $212.0K | 0.04% | +125+19.2% | Added |
| Willner & Heller, LLC | 605 | $207.0K | 0.25% | +605 | New |
| Great Valley Advisor Group, Inc. | 750 | $205.0K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 736 | $201.0K | 0.00% | −1,342−64.6% | Reduced |
| Umb Bank N A | 725 | $198.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 712 | $194.0K | 0.02% | −40−5.3% | Reduced |
| CWM, LLC | 703 | $192.0K | 0.00% | +290+70.2% | Added |
| Van Eck Associates Corp | 635 | $173.0K | 0.00% | +87+15.9% | Added |
| Macquarie Group Ltd | 597 | $163.0K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 596 | $163.0K | 0.08% | +596 | New |
| Signaturefd, LLC | 559 | $153.0K | 0.00% | +104+22.9% | Added |
| Dundas Partners LLP | 509 | $139.0K | 0.01% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 480 | $131.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 425 | $116.0K | 0.00% | −1−0.2% | Reduced |
| Exchange Traded Concepts, LLC | 393 | $107.0K | 0.00% | +393 | New |
| McIlrath & Eck, LLC | 344 | $94.0K | 0.03% | +3+0.9% | Added |
| Central Trust Co | 342 | $93.0K | 0.00% | −25−6.8% | 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 |
| Altshuler Shaham Ltd | 327 | $89.0K | 0.00% | −23−6.6% | Reduced |
| Column Capital Advisors, LLC | 304 | $83.0K | 0.02% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 300 | $82.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 298 | $81.0K | 0.02% | +32+12.0% | Added |
| Spire Wealth Management | 292 | $80.0K | 0.00% | −16−5.2% | Reduced |
| IFP Advisors, Inc | 405 | $67.0K | 0.00% | +368+994.6% | Added |
| CVA Family Office, LLC | 228 | $62.0K | 0.01% | 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 |
| Versant Capital Management, Inc | 206 | $56.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 183 | $50.0K | 0.00% | +74+67.9% | Added |
| Rockefeller Capital Management L.P. | 180 | $49.0K | 0.00% | +5+2.9% | Added |
| Covington Capital Management | 175 | $48.0K | 0.00% | +50+40.0% | Added |
| Point72 Hong Kong Ltd | 173 | $47.0K | 0.00% | −432−71.4% | Reduced |
| Simon Quick Advisors, LLC | 163 | $45.0K | 0.01% | −100−38.0% | Reduced |
| O'Dell Group, LLC | 166 | $45.0K | 0.01% | +166 | New |
| Western Pacific Wealth Management, LP | 150 | $40.0K | 0.03% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 143 | $39.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 143 | $39.0K | 0.00% | −1,050−88.0% | Reduced |
| Quent Capital, LLC | 141 | $39.0K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 135 | $37.0K | 0.01% | +135 | New |
| AdvisorNet Financial, Inc | 105 | $29.0K | 0.00% | −5−4.5% | Reduced |
| Jones Financial Companies LLLP | 100 | $27.0K | 0.00% | +100 | New |
| Cambridge Trust Co | 88 | $24.0K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 83 | $23.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 80 | $22.0K | 0.00% | +24+42.9% | Added |
| Cedar Mountain Advisors, LLC | 75 | $21.0K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 76 | $21.0K | 0.01% | +76 | New |