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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 1,116 | $270.0K | 0.00% | +248+28.6% | Added |
| Quantinno Capital Management LP | 1,127 | $273.0K | 0.04% | −21−1.8% | Reduced |
| Heartland Bank & Trust Co | 1,130 | $273.0K | 0.24% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 1,149 | $277.9K | 0.00% | +46+4.2% | Added |
| Capital Investment Counsel, Inc | 1,150 | $278.0K | 0.07% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 1,165 | $282.0K | 0.01% | −282−19.5% | Reduced |
| Beacon Pointe Advisors, LLC | 1,186 | $284.0K | 0.01% | −264−18.2% | Reduced |
| Synovus Financial Corp | 1,235 | $289.0K | 0.00% | +52+4.4% | Added |
| BTC Capital Management, Inc. | 1,216 | $294.0K | 0.04% | −121−9.1% | Reduced |
| HM Payson & Co | 1,250 | $302.0K | 0.01% | −100−7.4% | Reduced |
| HBK Sorce Advisory LLC | 1,266 | $306.0K | 0.02% | +105+9.0% | Added |
| Gyon Technologies Capital Management, LP | 1,279 | $309.0K | 0.09% | +1,279 | New |
| Legacy Advisors, LLC | 1,380 | $334.0K | 0.07% | +560+68.3% | Added |
| Montag A & Associates Inc | 1,400 | $339.0K | 0.02% | 00.0% | Unchanged |
| Welch & Forbes LLC | 1,410 | $341.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,427 | $345.0K | 0.02% | −92−6.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,429 | $346.0K | 0.00% | +1,429 | New |
| MetLife Investment Management | 1,446 | $349.7K | 0.00% | +31+2.2% | Added |
| Connable Office Inc | 1,470 | $355.0K | 0.05% | 00.0% | Unchanged |
| Teza Capital Management LLC | 1,466 | $355.0K | 0.14% | +1,466 | New |
| LMR Partners LLP | 1,523 | $368.0K | 0.01% | −2,706−64.0% | Reduced |
| Nisa Investment Advisors, LLC | 1,527 | $369.0K | 0.00% | +1,507+7,535.0% | Added |
| Pictet Asset Management SA | 1,530 | $370.0K | 0.00% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,528 | $370.0K | 0.08% | +6+0.4% | Added |
| CIBC Private Wealth Group, LLC | 1,594 | $386.0K | 0.00% | −18−1.1% | Reduced |
| Mirabella Financial Services LLP | 1,634 | $395.0K | 0.04% | +1,634 | New |
| CIBC Asset Management Inc | 1,639 | $396.0K | 0.00% | −119−6.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,649 | $399.0K | 0.02% | −77−4.5% | Reduced |
| ProShare Advisors LLC | 1,664 | $402.0K | 0.00% | −353−17.5% | Reduced |
| Creative Planning | 1,689 | $408.0K | 0.00% | +194+13.0% | Added |
| Commonwealth Equity Services, LLC | 1,739 | $420.0K | 0.00% | +566+48.3% | Added |
| Pekin Hardy Strauss, Inc. | 1,799 | $435.0K | 0.07% | +68+3.9% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 1,800 | $436.0K | 0.22% | 00.0% | Unchanged |
| Bank of Montreal | 1,843 | $454.0K | 0.00% | −222−10.8% | Reduced |
| Maryland State Retirement & Pension System | 1,914 | $463.0K | 0.01% | +187+10.8% | Added |
| Great West Life Assurance Co | 1,934 | $467.0K | 0.00% | +63+3.4% | Added |
| AlphaCrest Capital Management LLC | 1,940 | $469.0K | 0.02% | +384+24.7% | Added |
| LPL Financial LLC | 1,960 | $474.0K | 0.00% | −42−2.1% | Reduced |
| Martingale Asset Management L P | 1,972 | $478.0K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,992 | $482.0K | 0.01% | +3+0.2% | Added |
| Navellier & Associates Inc | 2,001 | $484.0K | 0.10% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 2,000 | $484.0K | 0.12% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 2,049 | $496.0K | 0.00% | +198+10.7% | Added |
| MML Investors Services, LLC | 2,251 | $544.0K | 0.00% | +1,086+93.2% | Added |
| Illinois Municipal Retirement Fund | 2,271 | $549.0K | 0.01% | −906−28.5% | Reduced |
| Planning Alternatives Ltd | 2,270 | $549.0K | 0.10% | +2,270 | New |
| JustInvest LLC | 2,408 | $582.0K | 0.03% | −401−14.3% | Reduced |
| Fiduciary Trust Co | 2,451 | $593.0K | 0.01% | +220+9.9% | Added |
| Precision Wealth Strategies, LLC | 2,649 | $603.0K | 0.47% | +200+8.2% | Added |
| Xponance, Inc. | 2,648 | $640.0K | 0.01% | +244+10.1% | Added |
| Jennison Associates LLC | 2,774 | $671.0K | 0.00% | −2,129−43.4% | Reduced |
| Public Employees Retirement Association of Colorado | 2,787 | $674.0K | 0.00% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 2,833 | $685.0K | 0.02% | +177+6.7% | Added |
| DekaBank Deutsche Girozentrale | 2,900 | $687.0K | 0.00% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 2,951 | $714.0K | 0.52% | −136−4.4% | Reduced |
| Bridgewater Associates, LP | 2,982 | $721.0K | 0.00% | +522+21.2% | Added |
| HSBC Holdings PLC | 2,979 | $725.0K | 0.00% | −3,633−54.9% | Reduced |
| Cubist Systematic Strategies, LLC | 2,997 | $725.0K | 0.01% | −755−20.1% | Reduced |
| Truist Financial Corp | 3,005 | $727.0K | 0.00% | +33+1.1% | Added |
| Bradley Foster & Sargent Inc | 3,021 | $731.0K | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,239 | $783.0K | 0.00% | +99+3.2% | Added |
| Avantax Advisory Services, Inc. | 3,265 | $790.0K | 0.01% | −20−0.6% | Reduced |
| Mawer Investment Management Ltd. | 3,297 | $797.0K | 0.00% | −870−20.9% | Reduced |
| Twin Capital Management Inc | 3,524 | $852.0K | 0.11% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 3,731 | $902.0K | 0.00% | +2,103+129.2% | Added |
| Ensign Peak Advisors, Inc | 3,750 | $907.0K | 0.00% | +3,270+681.3% | Added |
| BCGM Wealth Management, LLC | 3,648 | $932.0K | 0.47% | +47+1.3% | Added |
| Black Creek Investment Management Inc. | 4,000 | $967.0K | 0.03% | 00.0% | Unchanged |
| Arbor Capital Management Inc | 4,014 | $971.0K | 0.93% | −30−0.7% | Reduced |
| Veritable, L.P. | 4,127 | $998.0K | 0.02% | +232+6.0% | Added |
| Teacher Retirement System of Texas | 4,132 | $999.0K | 0.01% | −741−15.2% | Reduced |
| Versor Investments LP | 4,175 | $1.01M | 0.04% | −295−6.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,192 | $1.01M | 0.13% | −74−1.7% | Reduced |
| Handelsbanken Fonder AB | 4,272 | $1.03M | 0.01% | 00.0% | Unchanged |
| Fiera Capital Corp | 4,295 | $1.04M | 0.00% | +70+1.7% | Added |
| Utah Retirement Systems | 4,385 | $1.06M | 0.02% | +200+4.8% | Added |
| Algert Global LLC | 4,421 | $1.07M | 0.08% | −5,290−54.5% | Reduced |
| Advisor Group Holdings, Inc. | 4,428 | $1.07M | 0.00% | +66+1.5% | Added |
| Johnson Investment Counsel Inc | 4,623 | $1.12M | 0.02% | −136−2.9% | Reduced |
| Yorktown Management & Research Co Inc | 4,700 | $1.14M | 1.47% | −1,800−27.7% | Reduced |
| Martin Capital Advisors, LLP | 4,734 | $1.15M | 1.01% | 00.0% | Unchanged |
| Alps Advisors Inc | 4,742 | $1.15M | 0.01% | +4,742 | New |
| Covey Capital Advisors, LLC | 4,823 | $1.17M | 1.72% | −264−5.2% | Reduced |
| Janus Henderson Group PLC | 4,914 | $1.19M | 0.00% | −4,462−47.6% | Reduced |
| Sepio Capital, LP | 5,144 | $1.24M | 0.12% | −62−1.2% | Reduced |
| Eqis Capital Management, Inc. | 5,160 | $1.25M | 0.13% | −800−13.4% | Reduced |
| Advisory Services Network, LLC | 5,247 | $1.27M | 0.04% | −17−0.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 5,360 | $1.30M | 0.15% | +1,840+52.3% | Added |
| Amalgamated Bank | 5,874 | $1.42M | 0.01% | +56+1.0% | Added |
| Motive Wealth Advisors | 6,132 | $1.48M | 1.17% | +369+6.4% | Added |
| Redmond Asset Management, LLC | 6,191 | $1.50M | 0.54% | −48−0.8% | Reduced |
| Buckingham Strategic Wealth, LLC | 6,224 | $1.50M | 0.03% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 6,263 | $1.51M | 0.30% | 00.0% | Unchanged |
| Grandeur Peak Global Advisors, LLC | 6,275 | $1.52M | 0.09% | +1,171+22.9% | Added |
| Empire Life Investments Inc. | 6,336 | $1.53M | 0.11% | +206+3.4% | Added |
| Ashford Capital Management Inc | 6,385 | $1.54M | 0.22% | −6−0.1% | Reduced |
| Jump Financial, LLC | 6,422 | $1.55M | 0.07% | +6,422 | New |
| Bank of Stockton | 6,602 | $1.60M | 0.60% | −200−2.9% | Reduced |
| Blair William & Co | 6,852 | $1.66M | 0.01% | −200−2.8% | Reduced |
| Royal Bank of Canada | 6,985 | $1.69M | 0.00% | +482+7.4% | Added |