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.
Q2 2022 vs. Q1 2022
How the institutions holding Morningstar, Inc. changed between Q1 2022 and Q2 2022.
All holders in Q2 2022All holders in Q1 2022
| Measure | Q1 2022 | Of which not filed for Q2 2022 | Q2 2022 | Change |
|---|---|---|---|---|
| Holders | 336 | 4 | 325 | −7 |
| Shares | 23.5M | 159.3K | 23.4M | +65.4K (+0.3%) |
| Value | $6.41B | $43.5M | $5.67B | −$696.1M (−10.9%) |
4 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (32)
Institutions that held Morningstar, Inc. at the end of Q2 2022 but not at the end of Q1 2022.
Sold out (39)
Institutions that held Morningstar, Inc. at the end of Q1 2022 and filed for Q2 2022 without it.
Not filed for Q2 2022 yet (4)
Institutions that held Morningstar, Inc. at the end of Q1 2022 and haven't filed a 13F for Q2 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2022 | Value, Q1 2022 |
|---|---|---|
| Parametric Portfolio Associates LLC | 130,746 | $35.7M |
| Susquehanna Fundamental Investments, LLC | 22,714 | $6.21M |
| Amalgamated Financial Corp. | 5,818 | $1.59M |
| SJS Investment Consulting Inc. | 2 | $1.00K |