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 |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 10,138 | $2.45M | 0.00% | −15,332−60.2% | Reduced |
| Bright Rock Capital Management, LLC | 10,000 | $2.42M | 0.65% | 00.0% | Unchanged |
| Voya Investment Management LLC | 9,978 | $2.41M | 0.01% | −1,080−9.8% | Reduced |
| Price T Rowe Associates Inc | 9,928 | $2.40M | 0.00% | −358−3.5% | Reduced |
| Atria Investments LLC | 9,766 | $2.36M | 0.05% | −1,933−16.5% | Reduced |
| M&T Bank Corp | 9,802 | $2.35M | 0.01% | +2,004+25.7% | Added |
| Azzad Asset Management Inc | 9,728 | $2.35M | 0.23% | +77+0.8% | Added |
| Alliancebernstein L.P. | 9,674 | $2.34M | 0.00% | +195+2.1% | Added |
| Neuberger Berman Group LLC | 9,531 | $2.30M | 0.00% | −970−9.2% | Reduced |
| Oppenheimer Asset Management Inc. | 9,400 | $2.27M | 0.04% | −1,016−9.8% | Reduced |
| Kensington Investment Counsel, LLC | 8,862 | $2.14M | 1.83% | −213−2.3% | Reduced |
| HighTower Advisors, LLC | 8,577 | $2.08M | 0.01% | −5−0.1% | Reduced |
| Susquehanna International Group, LLP | 8,455 | $2.04M | 0.00% | −642−7.1% | Reduced |
| Bessemer Group Inc | 8,445 | $2.04M | 0.01% | +545+6.9% | Added |
| Aviva PLC | 8,348 | $2.02M | 0.01% | +174+2.1% | Added |
| Henshaw Capital LLC | 8,265 | $2.00M | 0.14% | +11+0.1% | Added |
| Alamar Capital Management, LLC | 8,229 | $1.99M | 2.25% | −262−3.1% | Reduced |
| Citadel Advisors LLC | 7,945 | $1.92M | 0.00% | +5,653+246.6% | Added |
| Rafferty Asset Management, LLC | 7,895 | $1.91M | 0.02% | −3,875−32.9% | Reduced |
| Cerity Partners LLC | 7,650 | $1.85M | 0.02% | +1,382+22.0% | Added |
| Deutsche Bank AG | 7,431 | $1.80M | 0.00% | −753−9.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 7,314 | $1.77M | 0.03% | −1,319−15.3% | Reduced |
| Two Sigma Advisers, LP | 7,200 | $1.74M | 0.00% | +1,400+24.1% | Added |
| D. E. Shaw & Co., Inc. | 7,093 | $1.72M | 0.00% | −2,910−29.1% | Reduced |
| Royal Bank of Canada | 6,985 | $1.69M | 0.00% | +482+7.4% | Added |
| Arizona State Retirement System | 6,986 | $1.69M | 0.02% | +579+9.0% | Added |
| Blair William & Co | 6,852 | $1.66M | 0.01% | −200−2.8% | Reduced |
| Bank of Stockton | 6,602 | $1.60M | 0.60% | −200−2.9% | Reduced |
| Jump Financial, LLC | 6,422 | $1.55M | 0.07% | +6,422 | New |
| Ashford Capital Management Inc | 6,385 | $1.54M | 0.22% | −6−0.1% | Reduced |
| Empire Life Investments Inc. | 6,336 | $1.53M | 0.11% | +206+3.4% | Added |
| Grandeur Peak Global Advisors, LLC | 6,275 | $1.52M | 0.09% | +1,171+22.9% | Added |
| Davy Global Fund Management Ltd | 6,263 | $1.51M | 0.30% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 6,224 | $1.50M | 0.03% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 6,191 | $1.50M | 0.54% | −48−0.8% | Reduced |
| Motive Wealth Advisors | 6,132 | $1.48M | 1.17% | +369+6.4% | Added |
| Amalgamated Bank | 5,874 | $1.42M | 0.01% | +56+1.0% | Added |
| Dynamic Technology Lab Private Ltd | 5,360 | $1.30M | 0.15% | +1,840+52.3% | Added |
| Advisory Services Network, LLC | 5,247 | $1.27M | 0.04% | −17−0.3% | Reduced |
| Eqis Capital Management, Inc. | 5,160 | $1.25M | 0.13% | −800−13.4% | Reduced |
| Sepio Capital, LP | 5,144 | $1.24M | 0.12% | −62−1.2% | Reduced |
| Janus Henderson Group PLC | 4,914 | $1.19M | 0.00% | −4,462−47.6% | Reduced |
| Covey Capital Advisors, LLC | 4,823 | $1.17M | 1.72% | −264−5.2% | Reduced |
| Alps Advisors Inc | 4,742 | $1.15M | 0.01% | +4,742 | New |
| Martin Capital Advisors, LLP | 4,734 | $1.15M | 1.01% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 4,700 | $1.14M | 1.47% | −1,800−27.7% | Reduced |
| Johnson Investment Counsel Inc | 4,623 | $1.12M | 0.02% | −136−2.9% | Reduced |
| Advisor Group Holdings, Inc. | 4,428 | $1.07M | 0.00% | +66+1.5% | Added |
| Algert Global LLC | 4,421 | $1.07M | 0.08% | −5,290−54.5% | Reduced |
| Utah Retirement Systems | 4,385 | $1.06M | 0.02% | +200+4.8% | Added |
| Fiera Capital Corp | 4,295 | $1.04M | 0.00% | +70+1.7% | Added |
| Handelsbanken Fonder AB | 4,272 | $1.03M | 0.01% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 4,192 | $1.01M | 0.13% | −74−1.7% | Reduced |
| Versor Investments LP | 4,175 | $1.01M | 0.04% | −295−6.6% | Reduced |
| Teacher Retirement System of Texas | 4,132 | $999.0K | 0.01% | −741−15.2% | Reduced |
| Veritable, L.P. | 4,127 | $998.0K | 0.02% | +232+6.0% | Added |
| Arbor Capital Management Inc | 4,014 | $971.0K | 0.93% | −30−0.7% | Reduced |
| Black Creek Investment Management Inc. | 4,000 | $967.0K | 0.03% | 00.0% | Unchanged |
| BCGM Wealth Management, LLC | 3,648 | $932.0K | 0.47% | +47+1.3% | Added |
| Ensign Peak Advisors, Inc | 3,750 | $907.0K | 0.00% | +3,270+681.3% | Added |
| First Republic Investment Management, Inc. | 3,731 | $902.0K | 0.00% | +2,103+129.2% | Added |
| Twin Capital Management Inc | 3,524 | $852.0K | 0.11% | 00.0% | Unchanged |
| Mawer Investment Management Ltd. | 3,297 | $797.0K | 0.00% | −870−20.9% | Reduced |
| Avantax Advisory Services, Inc. | 3,265 | $790.0K | 0.01% | −20−0.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,239 | $783.0K | 0.00% | +99+3.2% | Added |
| Bradley Foster & Sargent Inc | 3,021 | $731.0K | 0.02% | 00.0% | Unchanged |
| Truist Financial Corp | 3,005 | $727.0K | 0.00% | +33+1.1% | 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 |
| Bridgewater Associates, LP | 2,982 | $721.0K | 0.00% | +522+21.2% | Added |
| Accretive Wealth Partners, LLC | 2,951 | $714.0K | 0.52% | −136−4.4% | Reduced |
| DekaBank Deutsche Girozentrale | 2,900 | $687.0K | 0.00% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 2,833 | $685.0K | 0.02% | +177+6.7% | Added |
| Public Employees Retirement Association of Colorado | 2,787 | $674.0K | 0.00% | 00.0% | Unchanged |
| Jennison Associates LLC | 2,774 | $671.0K | 0.00% | −2,129−43.4% | Reduced |
| Xponance, Inc. | 2,648 | $640.0K | 0.01% | +244+10.1% | Added |
| Precision Wealth Strategies, LLC | 2,649 | $603.0K | 0.47% | +200+8.2% | Added |
| Fiduciary Trust Co | 2,451 | $593.0K | 0.01% | +220+9.9% | Added |
| JustInvest LLC | 2,408 | $582.0K | 0.03% | −401−14.3% | Reduced |
| 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 |
| MML Investors Services, LLC | 2,251 | $544.0K | 0.00% | +1,086+93.2% | Added |
| Janney Montgomery Scott LLC | 2,049 | $496.0K | 0.00% | +198+10.7% | 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 |
| Shell Asset Management Co | 1,992 | $482.0K | 0.01% | +3+0.2% | Added |
| Martingale Asset Management L P | 1,972 | $478.0K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 1,960 | $474.0K | 0.00% | −42−2.1% | Reduced |
| AlphaCrest Capital Management LLC | 1,940 | $469.0K | 0.02% | +384+24.7% | Added |
| Great West Life Assurance Co | 1,934 | $467.0K | 0.00% | +63+3.4% | Added |
| Maryland State Retirement & Pension System | 1,914 | $463.0K | 0.01% | +187+10.8% | Added |
| Bank of Montreal | 1,843 | $454.0K | 0.00% | −222−10.8% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 1,800 | $436.0K | 0.22% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 1,799 | $435.0K | 0.07% | +68+3.9% | Added |
| Commonwealth Equity Services, LLC | 1,739 | $420.0K | 0.00% | +566+48.3% | Added |
| Creative Planning | 1,689 | $408.0K | 0.00% | +194+13.0% | Added |
| ProShare Advisors LLC | 1,664 | $402.0K | 0.00% | −353−17.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,649 | $399.0K | 0.02% | −77−4.5% | Reduced |
| CIBC Asset Management Inc | 1,639 | $396.0K | 0.00% | −119−6.8% | Reduced |
| Mirabella Financial Services LLP | 1,634 | $395.0K | 0.04% | +1,634 | New |