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 |
|---|---|---|---|---|---|
| Morgan Stanley | 182,291 | $44.1M | 0.01% | +111,040+155.8% | Added |
| American Capital Management Inc | 183,683 | $44.4M | 1.66% | −2,744−1.5% | Reduced |
| Principal Financial Group Inc | 215,933 | $52.2M | 0.04% | +90,905+72.7% | Added |
| Norges Bank | 235,310 | $56.9M | 0.01% | +18,002+8.3% | Added |
| Royce & Associates LP | 239,268 | $57.9M | 0.60% | −18,509−7.2% | Reduced |
| Bank of New York Mellon Corp | 296,726 | $71.8M | 0.02% | −973−0.3% | Reduced |
| Praesidium Investment Management Company, LLC | 297,952 | $72.1M | 6.29% | +72,513+32.2% | Added |
| Dimensional Fund Advisors LP | 305,766 | $73.9M | 0.03% | −9,599−3.0% | Reduced |
| Geode Capital Management, LLC | 330,495 | $79.9M | 0.01% | −743−0.2% | Reduced |
| Invesco Ltd. | 331,327 | $80.1M | 0.02% | +7,166+2.2% | Added |
| Artisan Partners Limited Partnership | 362,727 | $87.7M | 0.15% | −41,821−10.3% | Reduced |
| State Street Corp | 377,444 | $91.4M | 0.01% | +8,851+2.4% | Added |
| Renaissance Technologies LLC | 394,370 | $95.4M | 0.11% | −21,200−5.1% | Reduced |
| Pendal Group Limited | 423,207 | $102.3M | 1.01% | −21,065−4.7% | Reduced |
| Massachusetts Financial Services Co | 485,276 | $117.4M | 0.04% | +50,191+11.5% | Added |
| Wasatch Advisors Inc | 697,915 | $168.8M | 1.07% | −81,522−10.5% | Reduced |
| JPMorgan Chase & Co | 787,356 | $190.4M | 0.03% | +53,747+7.3% | Added |
| FMR LLC | 819,418 | $198.2M | 0.02% | −11,058−1.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,020,854 | $246.9M | 0.78% | −56,965−5.3% | Reduced |
| Atlanta Capital Management Co L L C | 1,027,035 | $248.4M | 1.07% | +3,649+0.4% | Added |
| BlackRock Inc. | 1,063,077 | $257.1M | 0.01% | −6,633−0.6% | Reduced |
| Bamco Inc | 1,155,415 | $279.4M | 0.90% | −10,000−0.9% | Reduced |
| Bank of America Corp | 1,886,016 | $456.1M | 0.06% | +533,567+39.5% | Added |
| Vanguard Group Inc | 2,408,379 | $582.4M | 0.02% | +5,177+0.2% | Added |
| Select Equity Group, L.P. | 4,097,822 | $991.0M | 3.70% | −39,497−1.0% | Reduced |
| Engle Capital Management, L.P. | 0 | $0 | 0.00% | −57,000−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −33,100−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −29,234−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −19,516−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −10,706−100.0% | Sold out |
| BTG Pactual Global Asset Management Ltd | 0 | $0 | 0.00% | −5,639−100.0% | Sold out |
| O'Shares Investment Advisers, LLC | 0 | $0 | 0.00% | −4,502−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −3,117−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −2,573−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −2,563−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −2,384−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −2,090−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −1,901−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −1,010−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −991−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −924−100.0% | Sold out |
| Boston Trust Walden Corp | 0 | $0 | 0.00% | −916−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −874−100.0% | Sold out |
| Associated Banc-Corp | 0 | $0 | 0.00% | −827−100.0% | Sold out |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0 | $0 | 0.00% | −775−100.0% | Sold out |
| Willner & Heller, LLC | 0 | $0 | 0.00% | −605−100.0% | Sold out |
| Great Valley Advisor Group, Inc. | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −736−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −393−100.0% | Sold out |
| Thompson Siegel & Walmsley LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −173−100.0% | Sold out |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −163−100.0% | Sold out |
| Western Pacific Wealth Management, LP | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −143−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Cambridge Trust Co | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| CFS Investment Advisory Services, LLC | 0 | $0 | 0.00% | −34,966−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |
| SJS Investment Consulting Inc. | – | – | – | – | Not filed |