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 |
|---|---|---|---|---|---|
| Arizona State Retirement System | 6,986 | $1.69M | 0.02% | +579+9.0% | Added |
| D. E. Shaw & Co., Inc. | 7,093 | $1.72M | 0.00% | −2,910−29.1% | Reduced |
| Two Sigma Advisers, LP | 7,200 | $1.74M | 0.00% | +1,400+24.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 7,314 | $1.77M | 0.03% | −1,319−15.3% | Reduced |
| Deutsche Bank AG | 7,431 | $1.80M | 0.00% | −753−9.2% | Reduced |
| Cerity Partners LLC | 7,650 | $1.85M | 0.02% | +1,382+22.0% | Added |
| Rafferty Asset Management, LLC | 7,895 | $1.91M | 0.02% | −3,875−32.9% | Reduced |
| Citadel Advisors LLC | 7,945 | $1.92M | 0.00% | +5,653+246.6% | Added |
| Alamar Capital Management, LLC | 8,229 | $1.99M | 2.25% | −262−3.1% | Reduced |
| Henshaw Capital LLC | 8,265 | $2.00M | 0.14% | +11+0.1% | Added |
| Aviva PLC | 8,348 | $2.02M | 0.01% | +174+2.1% | Added |
| Bessemer Group Inc | 8,445 | $2.04M | 0.01% | +545+6.9% | Added |
| Susquehanna International Group, LLP | 8,455 | $2.04M | 0.00% | −642−7.1% | Reduced |
| HighTower Advisors, LLC | 8,577 | $2.08M | 0.01% | −5−0.1% | Reduced |
| Kensington Investment Counsel, LLC | 8,862 | $2.14M | 1.83% | −213−2.3% | Reduced |
| Oppenheimer Asset Management Inc. | 9,400 | $2.27M | 0.04% | −1,016−9.8% | Reduced |
| Neuberger Berman Group LLC | 9,531 | $2.30M | 0.00% | −970−9.2% | Reduced |
| Alliancebernstein L.P. | 9,674 | $2.34M | 0.00% | +195+2.1% | Added |
| Azzad Asset Management Inc | 9,728 | $2.35M | 0.23% | +77+0.8% | Added |
| M&T Bank Corp | 9,802 | $2.35M | 0.01% | +2,004+25.7% | Added |
| Atria Investments LLC | 9,766 | $2.36M | 0.05% | −1,933−16.5% | Reduced |
| Price T Rowe Associates Inc | 9,928 | $2.40M | 0.00% | −358−3.5% | Reduced |
| Voya Investment Management LLC | 9,978 | $2.41M | 0.01% | −1,080−9.8% | Reduced |
| Bright Rock Capital Management, LLC | 10,000 | $2.42M | 0.65% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 10,138 | $2.45M | 0.00% | −15,332−60.2% | Reduced |
| Captrust Financial Advisors | 10,120 | $2.45M | 0.02% | +1,220+13.7% | Added |
| Duality Advisers, LP | 10,145 | $2.45M | 0.24% | +10,145 | New |
| Cardinal Capital Management | 10,296 | $2.49M | 0.57% | −1,716−14.3% | Reduced |
| Treasurer of the State of North Carolina | 10,522 | $2.54M | 0.02% | +1,902+22.1% | Added |
| BNP Paribas Arbitrage, SA | 10,680 | $2.58M | 0.01% | −304−2.8% | Reduced |
| Pallas Capital Advisors LLC | 10,647 | $2.65M | 0.36% | +232+2.2% | Added |
| State of Alaska, Department of Revenue | 11,297 | $2.73M | 0.03% | −39−0.3% | Reduced |
| US Bancorp | 11,592 | $2.81M | 0.01% | −279−2.4% | Reduced |
| Citigroup Inc | 12,381 | $3.00M | 0.00% | −3,227−20.7% | Reduced |
| Public Employees Retirement System of Ohio | 12,717 | $3.08M | 0.01% | +214+1.7% | Added |
| Envestnet Asset Management Inc | 12,861 | $3.11M | 0.00% | +2,733+27.0% | Added |
| Ceera Investments, LLC | 13,009 | $3.15M | 1.80% | −128−1.0% | Reduced |
| AQR Capital Management LLC | 13,400 | $3.19M | 0.01% | +432+3.3% | Added |
| George Kaiser Family Foundation | 13,598 | $3.29M | 0.58% | +3,299+32.0% | Added |
| First Trust Advisors LP | 13,677 | $3.31M | 0.00% | −63,280−82.2% | Reduced |
| Stifel Financial Corp | 13,744 | $3.32M | 0.01% | −132−1.0% | Reduced |
| Raymond James & Associates | 13,749 | $3.33M | 0.00% | +11,701+571.3% | Added |
| UBS Group AG | 13,959 | $3.38M | 0.00% | +2,719+24.2% | Added |
| Commerce Bank | 14,021 | $3.39M | 0.03% | +225+1.6% | Added |
| State of New Jersey Common Pension Fund D | 15,024 | $3.63M | 0.01% | +1,772+13.4% | Added |
| Marks Group Wealth Management, Inc | 16,186 | $3.91M | 0.56% | −369−2.2% | Reduced |
| YHB Investment Advisors, Inc. | 19,533 | $4.72M | 0.50% | −310−1.6% | Reduced |
| Alberta Investment Management Corp | 19,915 | $4.82M | 0.03% | +353+1.8% | Added |
| TownSquare Capital, LLC | 21,006 | $5.08M | 0.14% | −989−4.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 21,013 | $5.08M | 0.02% | −485−2.3% | Reduced |
| Barclays PLC | 21,298 | $5.15M | 0.01% | −719−3.3% | Reduced |
| Franklin Resources Inc | 22,956 | $5.55M | 0.00% | +1,353+6.3% | Added |
| Victory Capital Management Inc | 23,236 | $5.62M | 0.01% | −2,698−10.4% | Reduced |
| State of Wisconsin Investment Board | 26,114 | $6.32M | 0.02% | +4,726+22.1% | Added |
| Nicholas Company, Inc. | 26,320 | $6.36M | 0.14% | −100.0% | Reduced |
| State Board of Administration of Florida Retirement System | 26,611 | $6.43M | 0.02% | −293−1.1% | Reduced |
| Fisher Asset Management, LLC | 27,565 | $6.67M | 0.00% | +6,753+32.4% | Added |
| Daiwa Securities Group Inc. | 28,705 | $6.94M | 0.05% | −1,890−6.2% | Reduced |
| Panagora Asset Management Inc | 29,713 | $7.18M | 0.05% | −9,878−25.0% | Reduced |
| Southeast Asset Advisors Inc. | 29,844 | $7.22M | 1.14% | +2,287+8.3% | Added |
| ExodusPoint Capital Management, LP | 31,464 | $7.61M | 0.11% | +31,464 | New |
| Credit Suisse AG | 31,474 | $7.61M | 0.01% | +1,034+3.4% | Added |
| Rhumbline Advisers | 32,402 | $7.84M | 0.01% | +5,115+18.7% | Added |
| California State Teachers Retirement System | 32,707 | $7.91M | 0.01% | +2,466+8.2% | Added |
| National Bank of Canada | 34,193 | $8.26M | 0.04% | +2,008+6.2% | Added |
| Twin Tree Management, LP | 34,950 | $8.45M | 0.16% | +9,524+37.5% | Added |
| Kornitzer Capital Management Inc | 38,438 | $9.29M | 0.19% | −2,280−5.6% | Reduced |
| Segall Bryant & Hamill, LLC | 39,093 | $9.45M | 0.11% | −1,098−2.7% | Reduced |
| Legal & General Group Plc | 41,477 | $10.0M | 0.00% | +18,204+78.2% | Added |
| UBS Asset Management Americas Inc | 42,898 | $10.4M | 0.01% | −965−2.2% | Reduced |
| Man Group plc | – | $11.2M | 0.05% | – | – |
| Ameriprise Financial Inc | 46,423 | $11.2M | 0.00% | −595−1.3% | Reduced |
| 2Xideas AG | 47,390 | $11.5M | 1.05% | +620+1.3% | Added |
| Asset Management One Co.,Ltd. | 48,303 | $11.7M | 0.05% | −240.0% | Reduced |
| California Public Employees Retirement System | 51,294 | $12.4M | 0.01% | −1,656−3.1% | Reduced |
| Echo Street Capital Management LLC | 51,295 | $12.4M | 0.11% | −444,569−89.7% | Reduced |
| Cramer Rosenthal McGlynn LLC | 51,793 | $12.5M | 0.58% | +7,213+16.2% | Added |
| Prudential Financial Inc | 52,408 | $12.6M | 0.02% | +47,507+969.3% | Added |
| Nordea Investment Management AB | 54,467 | $13.0M | 0.02% | +17,980+49.3% | Added |
| TCW Group Inc | 54,838 | $13.3M | 0.17% | −5,780−9.5% | Reduced |
| VGI Partners Ltd | 55,640 | $13.5M | 2.29% | −6,843−11.0% | Reduced |
| Swiss National Bank | 60,700 | $14.7M | 0.01% | +4,600+8.2% | Added |
| Copeland Capital Management, LLC | 61,536 | $14.9M | 0.47% | +335+0.5% | Added |
| Parnassus Investments | 66,909 | $16.2M | 0.04% | 00.0% | Unchanged |
| Chicago Capital, LLC | 69,951 | $16.9M | 0.93% | −920−1.3% | Reduced |
| Pelham Global Financials Ltd | 73,374 | $17.7M | 22.50% | −3,200−4.2% | 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 |
| Eaton Vance Management | 74,666 | $18.1M | 0.03% | −25,337−25.3% | Reduced |
| SEI Investments Co | 82,602 | $19.8M | 0.04% | +5,748+7.5% | Added |
| Nuveen Asset Management, LLC | 92,230 | $22.3M | 0.01% | −7,874−7.9% | Reduced |
| Wells Fargo & Company | 94,597 | $22.9M | 0.01% | −2,471−2.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 98,714 | $23.9M | 0.04% | −1,626−1.6% | Reduced |
| M&G Investment Management Ltd | 98,916 | $23.9M | 0.17% | +8,409+9.3% | Added |
| Goldman Sachs Group Inc | 100,530 | $24.3M | 0.01% | −2,674−2.6% | Reduced |
| Northern Trust Corp | 107,821 | $26.1M | 0.01% | −3,353−3.0% | Reduced |
| New York State Common Retirement Fund | 109,361 | $26.4M | 0.03% | +12,854+13.3% | Added |
| Lazard Asset Management LLC | 111,842 | $27.0M | 0.04% | −3,096−2.7% | Reduced |
| Charles Schwab Investment Management Inc | 143,816 | $34.8M | 0.01% | +3,466+2.5% | Added |
| Loomis Sayles & Co L P | 147,101 | $35.6M | 0.07% | −1,097−0.7% | Reduced |