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 |
|---|---|---|---|---|---|
| CIBC Private Wealth Group, LLC | 1,594 | $386.0K | 0.00% | −18−1.1% | Reduced |
| 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 |
| Nisa Investment Advisors, LLC | 1,527 | $369.0K | 0.00% | +1,507+7,535.0% | Added |
| LMR Partners LLP | 1,523 | $368.0K | 0.01% | −2,706−64.0% | Reduced |
| 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 |
| MetLife Investment Management | 1,446 | $349.7K | 0.00% | +31+2.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,429 | $346.0K | 0.00% | +1,429 | New |
| Parallel Advisors, LLC | 1,427 | $345.0K | 0.02% | −92−6.1% | Reduced |
| Welch & Forbes LLC | 1,410 | $341.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,400 | $339.0K | 0.02% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 1,380 | $334.0K | 0.07% | +560+68.3% | Added |
| Gyon Technologies Capital Management, LP | 1,279 | $309.0K | 0.09% | +1,279 | New |
| HBK Sorce Advisory LLC | 1,266 | $306.0K | 0.02% | +105+9.0% | Added |
| HM Payson & Co | 1,250 | $302.0K | 0.01% | −100−7.4% | Reduced |
| BTC Capital Management, Inc. | 1,216 | $294.0K | 0.04% | −121−9.1% | Reduced |
| Synovus Financial Corp | 1,235 | $289.0K | 0.00% | +52+4.4% | Added |
| Beacon Pointe Advisors, LLC | 1,186 | $284.0K | 0.01% | −264−18.2% | Reduced |
| Krane Funds Advisors LLC | 1,165 | $282.0K | 0.01% | −282−19.5% | Reduced |
| Capital Investment Counsel, Inc | 1,150 | $278.0K | 0.07% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 1,149 | $277.9K | 0.00% | +46+4.2% | 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 |
| O'Shaughnessy Asset Management, LLC | 1,116 | $270.0K | 0.00% | +248+28.6% | Added |
| Davenport & Co LLC | 1,078 | $261.0K | 0.00% | −49−4.3% | Reduced |
| MAI Capital Management | 1,060 | $256.0K | 0.00% | +67+6.7% | Added |
| Verition Fund Management LLC | 1,038 | $251.0K | 0.01% | −116−10.1% | Reduced |
| CWM, LLC | 1,022 | $247.0K | 0.00% | +319+45.4% | Added |
| Dearborn Partners LLC | 1,019 | $246.0K | 0.01% | +125+14.0% | Added |
| Connectus Wealth, LLC | 1,014 | $245.0K | 0.01% | +2+0.2% | Added |
| Cadent Capital Advisors, LLC | 1,003 | $243.0K | 0.14% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 1,000 | $242.0K | 0.02% | 00.0% | Unchanged |
| First Manhattan Co | 993 | $240.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 985 | $238.0K | 0.00% | −13−1.3% | Reduced |
| Ground Swell Capital, LLC | 948 | $229.0K | 0.42% | +948 | New |
| Raymond James Trust N.A. | 921 | $223.0K | 0.01% | +921 | New |
| Stanley-Laman Group, Ltd. | 913 | $221.0K | 0.04% | −57−5.9% | Reduced |
| Zacks Investment Management | 863 | $209.0K | 0.00% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 861 | $208.0K | 0.04% | −1−0.1% | Reduced |
| Park Avenue Securities LLC | 847 | $205.0K | 0.00% | +847 | New |
| 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 |
| Leonteq Securities AG | 830 | $200.7K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 794 | $192.0K | 0.00% | −695−46.7% | Reduced |
| Umb Bank N A | 725 | $175.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 712 | $172.0K | 0.02% | 00.0% | Unchanged |
| Van Eck Associates Corp | 663 | $160.0K | 0.00% | +28+4.4% | Added |
| Harbor Capital Advisors, Inc. | 630 | $152.0K | 0.12% | +34+5.7% | Added |
| Macquarie Group Ltd | 597 | $144.0K | 0.00% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 518 | $125.0K | 0.05% | +518 | New |
| Dundas Partners LLP | 509 | $123.0K | 0.01% | 00.0% | Unchanged |
| FIL Ltd | 499 | $121.0K | 0.00% | +499 | New |
| Quadrant Capital Group LLC | 498 | $120.0K | 0.02% | +164+49.1% | Added |
| Signaturefd, LLC | 452 | $109.0K | 0.00% | −107−19.1% | Reduced |
| Aquatic Capital Management LLC | 400 | $97.0K | 0.03% | +400 | New |
| 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 |
| McIlrath & Eck, LLC | 344 | $83.0K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 292 | $71.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 277 | $67.0K | 0.00% | −65−19.0% | Reduced |
| IFP Advisors, Inc | 364 | $62.0K | 0.00% | −41−10.1% | Reduced |
| CVA Family Office, LLC | 228 | $55.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 225 | $54.0K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 217 | $52.0K | 0.00% | −117−35.0% | Reduced |
| 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 |
| Versant Capital Management, Inc | 206 | $50.0K | 0.02% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 200 | $48.0K | 0.01% | +200 | New |
| Covington Capital Management | 175 | $42.0K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 166 | $40.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 167 | $39.0K | 0.00% | −13−7.2% | Reduced |
| Fifth Third Bancorp | 143 | $35.0K | 0.00% | 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 |
| Proffitt & Goodson Inc | 135 | $33.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 133 | $32.0K | 0.00% | +122+1,109.1% | Added |
| Altshuler Shaham Ltd | 120 | $29.0K | 0.00% | −207−63.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 114 | $28.0K | 0.00% | −69−37.7% | Reduced |
| Allworth Financial LP | 109 | $26.0K | 0.00% | +41+60.3% | Added |
| Earnest Partners LLC | 100 | $24.0K | 0.00% | +100 | 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 |
| 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 |
| 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 |
| Cedar Mountain Advisors, LLC | 75 | $18.0K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 76 | $18.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 72 | $17.0K | 0.00% | +2+2.9% | Added |
| Fred Alger Management, LLC | 65 | $16.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 62 | $15.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 53 | $13.0K | 0.01% | +1+1.9% | Added |
| Riverview Trust Co | 55 | $13.0K | 0.01% | +55 | New |
| FourThought Financial, LLC | 46 | $11.0K | 0.00% | +6+15.0% | Added |
| Money Concepts Capital Corp | 40 | $10.0K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 40 | $9.67K | 0.00% | +40 | New |
| Creative Financial Designs Inc | 33 | $8.00K | 0.00% | 00.0% | Unchanged |