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, Q2 2022
Institutional positions in Morningstar, Inc. as of Jun 30, 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
- 325
- −7 vs. Q1 2022
- Shares held
- 23.4M
- +65.4K (+0.3%) vs. Q1 2022
- Total value
- $5.67B
- −$696.1M (−10.9%) vs. Q1 2022
- New holders
- 32
- 106 more added
- Sold out
- 39
- 127 more reduced
4 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Morningstar, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Select Equity Group, L.P. | 4,097,822 | $991.0M | 3.70% | −39,497−1.0% | Reduced |
| Vanguard Group Inc | 2,408,379 | $582.4M | 0.02% | +5,177+0.2% | Added |
| Bank of America Corp | 1,886,016 | $456.1M | 0.06% | +533,567+39.5% | Added |
| Bamco Inc | 1,155,415 | $279.4M | 0.90% | −10,000−0.9% | Reduced |
| BlackRock Inc. | 1,063,077 | $257.1M | 0.01% | −6,633−0.6% | Reduced |
| Atlanta Capital Management Co L L C | 1,027,035 | $248.4M | 1.07% | +3,649+0.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,020,854 | $246.9M | 0.78% | −56,965−5.3% | Reduced |
| FMR LLC | 819,418 | $198.2M | 0.02% | −11,058−1.3% | Reduced |
| JPMorgan Chase & Co | 787,356 | $190.4M | 0.03% | +53,747+7.3% | Added |
| Wasatch Advisors Inc | 697,915 | $168.8M | 1.07% | −81,522−10.5% | Reduced |
| Massachusetts Financial Services Co | 485,276 | $117.4M | 0.04% | +50,191+11.5% | Added |
| Pendal Group Limited | 423,207 | $102.3M | 1.01% | −21,065−4.7% | Reduced |
| Renaissance Technologies LLC | 394,370 | $95.4M | 0.11% | −21,200−5.1% | Reduced |
| State Street Corp | 377,444 | $91.4M | 0.01% | +8,851+2.4% | Added |
| Artisan Partners Limited Partnership | 362,727 | $87.7M | 0.15% | −41,821−10.3% | Reduced |
| Invesco Ltd. | 331,327 | $80.1M | 0.02% | +7,166+2.2% | Added |
| Geode Capital Management, LLC | 330,495 | $79.9M | 0.01% | −743−0.2% | Reduced |
| Dimensional Fund Advisors LP | 305,766 | $73.9M | 0.03% | −9,599−3.0% | Reduced |
| Praesidium Investment Management Company, LLC | 297,952 | $72.1M | 6.29% | +72,513+32.2% | Added |
| Bank of New York Mellon Corp | 296,726 | $71.8M | 0.02% | −973−0.3% | Reduced |
| Royce & Associates LP | 239,268 | $57.9M | 0.60% | −18,509−7.2% | Reduced |
| Norges Bank | 235,310 | $56.9M | 0.01% | +18,002+8.3% | Added |
| Principal Financial Group Inc | 215,933 | $52.2M | 0.04% | +90,905+72.7% | Added |
| American Capital Management Inc | 183,683 | $44.4M | 1.66% | −2,744−1.5% | Reduced |
| Morgan Stanley | 182,291 | $44.1M | 0.01% | +111,040+155.8% | Added |
| Loomis Sayles & Co L P | 147,101 | $35.6M | 0.07% | −1,097−0.7% | Reduced |
| Charles Schwab Investment Management Inc | 143,816 | $34.8M | 0.01% | +3,466+2.5% | Added |
| Lazard Asset Management LLC | 111,842 | $27.0M | 0.04% | −3,096−2.7% | Reduced |
| New York State Common Retirement Fund | 109,361 | $26.4M | 0.03% | +12,854+13.3% | Added |
| Northern Trust Corp | 107,821 | $26.1M | 0.01% | −3,353−3.0% | Reduced |
| Goldman Sachs Group Inc | 100,530 | $24.3M | 0.01% | −2,674−2.6% | Reduced |
| M&G Investment Management Ltd | 98,916 | $23.9M | 0.17% | +8,409+9.3% | Added |
| Allspring Global Investments Holdings, LLC | 98,714 | $23.9M | 0.04% | −1,626−1.6% | Reduced |
| Wells Fargo & Company | 94,597 | $22.9M | 0.01% | −2,471−2.5% | Reduced |
| Nuveen Asset Management, LLC | 92,230 | $22.3M | 0.01% | −7,874−7.9% | Reduced |
| SEI Investments Co | 82,602 | $19.8M | 0.04% | +5,748+7.5% | Added |
| Eaton Vance Management | 74,666 | $18.1M | 0.03% | −25,337−25.3% | Reduced |
| Confluence Investment Management LLC | 74,059 | $17.9M | 0.28% | −2,399−3.1% | Reduced |
| Farmer Steven Patrick | 74,059 | $17.9M | 0.28% | +74,059 | New |
| Pelham Global Financials Ltd | 73,374 | $17.7M | 22.50% | −3,200−4.2% | Reduced |
| Chicago Capital, LLC | 69,951 | $16.9M | 0.93% | −920−1.3% | Reduced |
| Parnassus Investments | 66,909 | $16.2M | 0.04% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 61,536 | $14.9M | 0.47% | +335+0.5% | Added |
| Swiss National Bank | 60,700 | $14.7M | 0.01% | +4,600+8.2% | Added |
| VGI Partners Ltd | 55,640 | $13.5M | 2.29% | −6,843−11.0% | Reduced |
| TCW Group Inc | 54,838 | $13.3M | 0.17% | −5,780−9.5% | Reduced |
| Nordea Investment Management AB | 54,467 | $13.0M | 0.02% | +17,980+49.3% | Added |
| Prudential Financial Inc | 52,408 | $12.6M | 0.02% | +47,507+969.3% | Added |
| Cramer Rosenthal McGlynn LLC | 51,793 | $12.5M | 0.58% | +7,213+16.2% | Added |
| Echo Street Capital Management LLC | 51,295 | $12.4M | 0.11% | −444,569−89.7% | Reduced |
| California Public Employees Retirement System | 51,294 | $12.4M | 0.01% | −1,656−3.1% | Reduced |
| Asset Management One Co.,Ltd. | 48,303 | $11.7M | 0.05% | −240.0% | Reduced |
| 2Xideas AG | 47,390 | $11.5M | 1.05% | +620+1.3% | Added |
| Ameriprise Financial Inc | 46,423 | $11.2M | 0.00% | −595−1.3% | Reduced |
| Man Group plc | – | $11.2M | 0.05% | – | – |
| UBS Asset Management Americas Inc | 42,898 | $10.4M | 0.01% | −965−2.2% | Reduced |
| Legal & General Group Plc | 41,477 | $10.0M | 0.00% | +18,204+78.2% | Added |
| Segall Bryant & Hamill, LLC | 39,093 | $9.45M | 0.11% | −1,098−2.7% | Reduced |
| Kornitzer Capital Management Inc | 38,438 | $9.29M | 0.19% | −2,280−5.6% | Reduced |
| Twin Tree Management, LP | 34,950 | $8.45M | 0.16% | +9,524+37.5% | Added |
| National Bank of Canada | 34,193 | $8.26M | 0.04% | +2,008+6.2% | Added |
| California State Teachers Retirement System | 32,707 | $7.91M | 0.01% | +2,466+8.2% | Added |
| Rhumbline Advisers | 32,402 | $7.84M | 0.01% | +5,115+18.7% | Added |
| Credit Suisse AG | 31,474 | $7.61M | 0.01% | +1,034+3.4% | Added |
| ExodusPoint Capital Management, LP | 31,464 | $7.61M | 0.11% | +31,464 | New |
| Southeast Asset Advisors Inc. | 29,844 | $7.22M | 1.14% | +2,287+8.3% | Added |
| Panagora Asset Management Inc | 29,713 | $7.18M | 0.05% | −9,878−25.0% | Reduced |
| Daiwa Securities Group Inc. | 28,705 | $6.94M | 0.05% | −1,890−6.2% | Reduced |
| Fisher Asset Management, LLC | 27,565 | $6.67M | 0.00% | +6,753+32.4% | Added |
| State Board of Administration of Florida Retirement System | 26,611 | $6.43M | 0.02% | −293−1.1% | Reduced |
| Nicholas Company, Inc. | 26,320 | $6.36M | 0.14% | −100.0% | Reduced |
| State of Wisconsin Investment Board | 26,114 | $6.32M | 0.02% | +4,726+22.1% | Added |
| Victory Capital Management Inc | 23,236 | $5.62M | 0.01% | −2,698−10.4% | Reduced |
| Franklin Resources Inc | 22,956 | $5.55M | 0.00% | +1,353+6.3% | Added |
| Barclays PLC | 21,298 | $5.15M | 0.01% | −719−3.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 21,013 | $5.08M | 0.02% | −485−2.3% | Reduced |
| TownSquare Capital, LLC | 21,006 | $5.08M | 0.14% | −989−4.5% | Reduced |
| Alberta Investment Management Corp | 19,915 | $4.82M | 0.03% | +353+1.8% | Added |
| YHB Investment Advisors, Inc. | 19,533 | $4.72M | 0.50% | −310−1.6% | Reduced |
| Marks Group Wealth Management, Inc | 16,186 | $3.91M | 0.56% | −369−2.2% | Reduced |
| State of New Jersey Common Pension Fund D | 15,024 | $3.63M | 0.01% | +1,772+13.4% | Added |
| Commerce Bank | 14,021 | $3.39M | 0.03% | +225+1.6% | Added |
| UBS Group AG | 13,959 | $3.38M | 0.00% | +2,719+24.2% | Added |
| Raymond James & Associates | 13,749 | $3.33M | 0.00% | +11,701+571.3% | Added |
| Stifel Financial Corp | 13,744 | $3.32M | 0.01% | −132−1.0% | Reduced |
| First Trust Advisors LP | 13,677 | $3.31M | 0.00% | −63,280−82.2% | Reduced |
| George Kaiser Family Foundation | 13,598 | $3.29M | 0.58% | +3,299+32.0% | Added |
| AQR Capital Management LLC | 13,400 | $3.19M | 0.01% | +432+3.3% | Added |
| Ceera Investments, LLC | 13,009 | $3.15M | 1.80% | −128−1.0% | Reduced |
| Envestnet Asset Management Inc | 12,861 | $3.11M | 0.00% | +2,733+27.0% | Added |
| Public Employees Retirement System of Ohio | 12,717 | $3.08M | 0.01% | +214+1.7% | Added |
| Citigroup Inc | 12,381 | $3.00M | 0.00% | −3,227−20.7% | Reduced |
| US Bancorp | 11,592 | $2.81M | 0.01% | −279−2.4% | Reduced |
| State of Alaska, Department of Revenue | 11,297 | $2.73M | 0.03% | −39−0.3% | Reduced |
| Pallas Capital Advisors LLC | 10,647 | $2.65M | 0.36% | +232+2.2% | Added |
| BNP Paribas Arbitrage, SA | 10,680 | $2.58M | 0.01% | −304−2.8% | Reduced |
| Treasurer of the State of North Carolina | 10,522 | $2.54M | 0.02% | +1,902+22.1% | Added |
| Cardinal Capital Management | 10,296 | $2.49M | 0.57% | −1,716−14.3% | Reduced |
| Duality Advisers, LP | 10,145 | $2.45M | 0.24% | +10,145 | New |
| Captrust Financial Advisors | 10,120 | $2.45M | 0.02% | +1,220+13.7% | Added |