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 |
|---|---|---|---|---|---|
| Meeder Asset Management Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1 | $0 | 0.00% | +1 | New |
| CoreCap Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| Steward Financial Group LLC | 4 | $0 | 0.00% | +4 | New |
| TD Private Client Wealth LLC | 2 | $484 | 0.00% | −3−60.0% | Reduced |
| Disciplined Investments, LLC | 5 | $1.00K | 0.00% | −2−28.6% | Reduced |
| Brown Brothers Harriman & Co | 6 | $1.00K | 0.00% | +6 | New |
| BerganKDV Wealth Management, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Concord Wealth Partners | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 12 | $3.00K | 0.00% | −1−7.7% | Reduced |
| Lindbrook Capital, LLC | 12 | $3.00K | 0.00% | −4−25.0% | Reduced |
| American Portfolios Advisors | 15 | $3.63K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 14 | $4.00K | 0.00% | +7+100.0% | Added |
| Morton Brown Family Wealth, LLC | 16 | $4.00K | 0.00% | +16 | New |
| Vigilant Capital Management, LLC | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 21 | $5.00K | 0.00% | +7+50.0% | Added |
| Parkside Financial Bank & Trust | 21 | $5.00K | 0.00% | +17+425.0% | Added |
| West Paces Advisors Inc. | 23 | $5.56K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 23 | $6.00K | 0.00% | +23 | New |
| Federation des caisses Desjardins du Quebec | 25 | $6.05K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 28 | $7.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 33 | $8.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 32 | $8.00K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 40 | $9.67K | 0.00% | +40 | New |
| Money Concepts Capital Corp | 40 | $10.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 46 | $11.0K | 0.00% | +6+15.0% | Added |
| Covestor Ltd | 53 | $13.0K | 0.01% | +1+1.9% | Added |
| Riverview Trust Co | 55 | $13.0K | 0.01% | +55 | New |
| City Holding Co | 62 | $15.0K | 0.00% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 65 | $16.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 72 | $17.0K | 0.00% | +2+2.9% | Added |
| Cedar Mountain Advisors, LLC | 75 | $18.0K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 76 | $18.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 79 | $19.0K | 0.00% | −1,413−94.7% | Reduced |
| Whittier Trust Co | 80 | $19.0K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 83 | $20.0K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 84 | $20.0K | 0.00% | +84 | New |
| AdvisorNet Financial, Inc | 91 | $22.0K | 0.00% | −14−13.3% | Reduced |
| Ellevest, Inc. | 89 | $22.0K | 0.00% | +89 | New |
| Bell Investment Advisors, Inc | 90 | $22.0K | 0.01% | +90 | New |
| Earnest Partners LLC | 100 | $24.0K | 0.00% | +100 | New |
| Allworth Financial LP | 109 | $26.0K | 0.00% | +41+60.3% | Added |
| Steward Partners Investment Advisory, LLC | 114 | $28.0K | 0.00% | −69−37.7% | Reduced |
| Altshuler Shaham Ltd | 120 | $29.0K | 0.00% | −207−63.3% | Reduced |
| First Horizon Advisors, Inc. | 133 | $32.0K | 0.00% | +122+1,109.1% | Added |
| Proffitt & Goodson Inc | 135 | $33.0K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 143 | $34.0K | 0.00% | −1,655−92.0% | Reduced |
| Quent Capital, LLC | 141 | $34.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 143 | $35.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 167 | $39.0K | 0.00% | −13−7.2% | Reduced |
| O'Dell Group, LLC | 166 | $40.0K | 0.01% | 00.0% | Unchanged |
| Covington Capital Management | 175 | $42.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 200 | $48.0K | 0.01% | +200 | New |
| Versant Capital Management, Inc | 206 | $50.0K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 200 | $51.0K | 0.02% | −98−32.9% | Reduced |
| Wolff Wiese Magana LLC | 210 | $51.0K | 0.04% | −14−6.3% | Reduced |
| Ci Investments Inc. | 217 | $52.0K | 0.00% | −117−35.0% | Reduced |
| Harvest Fund Management Co., Ltd | 225 | $54.0K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 228 | $55.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 364 | $62.0K | 0.00% | −41−10.1% | Reduced |
| Central Trust Co | 277 | $67.0K | 0.00% | −65−19.0% | Reduced |
| Spire Wealth Management | 292 | $71.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 344 | $83.0K | 0.03% | 00.0% | Unchanged |
| American International Group, Inc. | 376 | $91.0K | 0.00% | −49−11.5% | Reduced |
| Column Capital Advisors, LLC | 377 | $91.0K | 0.02% | +73+24.0% | Added |
| Aquatic Capital Management LLC | 400 | $97.0K | 0.03% | +400 | New |
| Signaturefd, LLC | 452 | $109.0K | 0.00% | −107−19.1% | Reduced |
| Quadrant Capital Group LLC | 498 | $120.0K | 0.02% | +164+49.1% | Added |
| FIL Ltd | 499 | $121.0K | 0.00% | +499 | New |
| Dundas Partners LLP | 509 | $123.0K | 0.01% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 518 | $125.0K | 0.05% | +518 | New |
| Macquarie Group Ltd | 597 | $144.0K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 630 | $152.0K | 0.12% | +34+5.7% | Added |
| Van Eck Associates Corp | 663 | $160.0K | 0.00% | +28+4.4% | Added |
| North Star Investment Management Corp. | 712 | $172.0K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 725 | $175.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 794 | $192.0K | 0.00% | −695−46.7% | Reduced |
| Leonteq Securities AG | 830 | $200.7K | 0.01% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 830 | $201.0K | 0.02% | −9−1.1% | Reduced |
| Mercer Global Advisors Inc | 832 | $201.0K | 0.00% | +832 | New |
| Ethic Inc. | 832 | $201.0K | 0.01% | +832 | New |
| Park Avenue Securities LLC | 847 | $205.0K | 0.00% | +847 | New |
| Proficio Capital Partners LLC | 861 | $208.0K | 0.04% | −1−0.1% | Reduced |
| Zacks Investment Management | 863 | $209.0K | 0.00% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 913 | $221.0K | 0.04% | −57−5.9% | Reduced |
| Raymond James Trust N.A. | 921 | $223.0K | 0.01% | +921 | New |
| Ground Swell Capital, LLC | 948 | $229.0K | 0.42% | +948 | New |
| SG Americas Securities, LLC | 985 | $238.0K | 0.00% | −13−1.3% | Reduced |
| First Manhattan Co | 993 | $240.0K | 0.00% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 1,000 | $242.0K | 0.02% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 1,003 | $243.0K | 0.14% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 1,014 | $245.0K | 0.01% | +2+0.2% | Added |
| Dearborn Partners LLC | 1,019 | $246.0K | 0.01% | +125+14.0% | Added |
| CWM, LLC | 1,022 | $247.0K | 0.00% | +319+45.4% | Added |
| Verition Fund Management LLC | 1,038 | $251.0K | 0.01% | −116−10.1% | Reduced |
| MAI Capital Management | 1,060 | $256.0K | 0.00% | +67+6.7% | Added |
| Davenport & Co LLC | 1,078 | $261.0K | 0.00% | −49−4.3% | Reduced |