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, Q3 2022
Institutional positions in Morningstar, Inc. as of Sep 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
- 311
- −13 vs. Q2 2022
- Shares held
- 23.5M
- +170.0K (+0.7%) vs. Q2 2022
- Total value
- $4.99B
- −$662.9M (−11.7%) vs. Q2 2022
- New holders
- 30
- 107 more added
- Sold out
- 43
- 116 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Morningstar, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Select Equity Group, L.P. | 4,005,018 | $850.3M | 3.52% | −92,804−2.3% | Reduced |
| Vanguard Group Inc | 2,439,021 | $517.9M | 0.02% | +30,642+1.3% | Added |
| Bank of America Corp | 2,112,724 | $448.6M | 0.06% | +226,708+12.0% | Added |
| Bamco Inc | 1,150,415 | $244.3M | 0.79% | −5,000−0.4% | Reduced |
| BlackRock Inc. | 1,052,474 | $223.5M | 0.01% | −10,603−1.0% | Reduced |
| Atlanta Capital Management Co L L C | 1,029,605 | $218.6M | 0.97% | +2,570+0.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,003,530 | $213.1M | 0.71% | −17,324−1.7% | Reduced |
| JPMorgan Chase & Co | 795,328 | $168.9M | 0.03% | +7,972+1.0% | Added |
| Wasatch Advisors Inc | 647,337 | $137.4M | 0.96% | −50,578−7.2% | Reduced |
| FMR LLC | 599,143 | $127.2M | 0.01% | −220,275−26.9% | Reduced |
| Massachusetts Financial Services Co | 485,572 | $103.1M | 0.04% | +296+0.1% | Added |
| Millennium Management LLC | 412,335 | $87.5M | 0.11% | +412,335 | New |
| State Street Corp | 388,294 | $82.4M | 0.01% | +10,850+2.9% | Added |
| Renaissance Technologies LLC | 369,070 | $78.4M | 0.11% | −25,300−6.4% | Reduced |
| Artisan Partners Limited Partnership | 358,330 | $76.1M | 0.13% | −4,397−1.2% | Reduced |
| Pendal Group Limited | 350,782 | $74.5M | 0.72% | −72,425−17.1% | Reduced |
| Geode Capital Management, LLC | 347,128 | $73.7M | 0.01% | +16,633+5.0% | Added |
| Invesco Ltd. | 332,186 | $70.5M | 0.02% | +859+0.3% | Added |
| Praesidium Investment Management Company, LLC | 327,284 | $69.5M | 6.78% | +29,332+9.8% | Added |
| Dimensional Fund Advisors LP | 305,888 | $64.9M | 0.02% | +1220.0% | Added |
| Bank of New York Mellon Corp | 289,155 | $61.4M | 0.01% | −7,571−2.6% | Reduced |
| Norges Bank | 238,450 | $50.6M | 0.01% | +3,140+1.3% | Added |
| Principal Financial Group Inc | 204,769 | $43.5M | 0.03% | −11,164−5.2% | Reduced |
| Royce & Associates LP | 191,031 | $40.6M | 0.46% | −48,237−20.2% | Reduced |
| American Capital Management Inc | 183,577 | $39.0M | 1.54% | −106−0.1% | Reduced |
| Charles Schwab Investment Management Inc | 156,443 | $33.2M | 0.01% | +12,627+8.8% | Added |
| Morgan Stanley | 155,286 | $33.0M | 0.00% | −27,005−14.8% | Reduced |
| Loomis Sayles & Co L P | 145,692 | $30.9M | 0.06% | −1,409−1.0% | Reduced |
| Northern Trust Corp | 109,734 | $23.3M | 0.01% | +1,913+1.8% | Added |
| New York State Common Retirement Fund | 108,971 | $23.1M | 0.03% | −390−0.4% | Reduced |
| Goldman Sachs Group Inc | 102,299 | $21.7M | 0.01% | +1,769+1.8% | Added |
| Allspring Global Investments Holdings, LLC | 100,199 | $21.3M | 0.04% | +1,485+1.5% | Added |
| M&G Investment Management Ltd | 99,792 | $21.2M | 0.18% | +876+0.9% | Added |
| Lazard Asset Management LLC | 97,424 | $20.7M | 0.03% | −14,418−12.9% | Reduced |
| Nuveen Asset Management, LLC | 91,005 | $19.3M | 0.01% | −1,225−1.3% | Reduced |
| Wells Fargo & Company | 89,524 | $19.0M | 0.01% | −5,073−5.4% | Reduced |
| SEI Investments Co | 84,861 | $18.0M | 0.04% | +2,259+2.7% | Added |
| Nordea Investment Management AB | 80,198 | $17.2M | 0.03% | +25,731+47.2% | Added |
| Eaton Vance Management | 78,754 | $16.7M | 0.02% | +4,088+5.5% | Added |
| Confluence Investment Management LLC | 73,030 | $15.5M | 0.26% | −1,029−1.4% | Reduced |
| Chicago Capital, LLC | 69,639 | $14.8M | 0.86% | −312−0.4% | Reduced |
| Parnassus Investments | 66,909 | $14.2M | 0.04% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 60,836 | $12.9M | 0.43% | −700−1.1% | Reduced |
| Swiss National Bank | 60,800 | $12.9M | 0.01% | +100+0.2% | Added |
| TCW Group Inc | 59,461 | $12.6M | 0.18% | +4,623+8.4% | Added |
| National Bank of Canada | 59,193 | $12.6M | 0.07% | +25,000+73.1% | Added |
| Cramer Rosenthal McGlynn LLC | 56,465 | $12.0M | 0.58% | +4,672+9.0% | Added |
| California Public Employees Retirement System | 53,259 | $11.3M | 0.01% | +1,965+3.8% | Added |
| Prudential Financial Inc | 51,116 | $10.9M | 0.02% | −1,292−2.5% | Reduced |
| Segall Bryant & Hamill, LLC | 50,167 | $10.7M | 0.13% | +11,074+28.3% | Added |
| Asset Management One Co.,Ltd. | 49,106 | $10.5M | 0.05% | +803+1.7% | Added |
| VGI Partners Ltd | 49,119 | $10.4M | 2.19% | −6,521−11.7% | Reduced |
| Ameriprise Financial Inc | 45,645 | $9.69M | 0.00% | −778−1.7% | Reduced |
| UBS Asset Management Americas Inc | 43,563 | $9.25M | 0.01% | +665+1.6% | Added |
| Legal & General Group Plc | 42,392 | $9.00M | 0.00% | +915+2.2% | Added |
| 2Xideas AG | 41,208 | $8.75M | 0.92% | −6,182−13.0% | Reduced |
| Kornitzer Capital Management Inc | 36,518 | $7.75M | 0.17% | −1,920−5.0% | Reduced |
| Bridgeway Capital Management, LLC | 35,250 | $7.48M | 0.20% | +35,250 | New |
| Man Group plc | 33,508 | $7.11M | 0.03% | – | – |
| Citadel Advisors LLC | 32,645 | $6.93M | 0.01% | +24,700+310.9% | Added |
| California State Teachers Retirement System | 31,941 | $6.78M | 0.01% | −766−2.3% | Reduced |
| Credit Suisse AG | 31,761 | $6.74M | 0.01% | +287+0.9% | Added |
| Rhumbline Advisers | 31,541 | $6.70M | 0.01% | −861−2.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 30,588 | $6.50M | 0.03% | +9,575+45.6% | Added |
| Price T Rowe Associates Inc | 30,461 | $6.47M | 0.00% | +20,533+206.8% | Added |
| Southeast Asset Advisors Inc. | 30,213 | $6.42M | 1.09% | +369+1.2% | Added |
| Fisher Asset Management, LLC | 28,844 | $6.12M | 0.00% | +1,279+4.6% | Added |
| State Board of Administration of Florida Retirement System | 26,661 | $5.66M | 0.01% | +50+0.2% | Added |
| Nicholas Company, Inc. | 26,320 | $5.59M | 0.13% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 25,236 | $5.36M | 0.04% | −3,469−12.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 25,079 | $5.33M | 0.03% | +23,650+1,655.0% | Added |
| State of Wisconsin Investment Board | 24,452 | $5.19M | 0.02% | −1,662−6.4% | Reduced |
| Franklin Resources Inc | 22,457 | $4.77M | 0.00% | −499−2.2% | Reduced |
| Russell Investments Group, Ltd. | 21,585 | $4.58M | 0.01% | +11,447+112.9% | Added |
| HRT Financial LP | 21,493 | $4.56M | 0.05% | +21,493 | New |
| Qube Research & Technologies Ltd | 20,303 | $4.31M | 0.03% | +20,303 | New |
| Alberta Investment Management Corp | 19,915 | $4.23M | 0.03% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 19,481 | $4.14M | 0.46% | −52−0.3% | Reduced |
| TownSquare Capital, LLC | 18,749 | $3.98M | 0.11% | −2,257−10.7% | Reduced |
| Raymond James & Associates | 17,348 | $3.68M | 0.00% | +3,599+26.2% | Added |
| Victory Capital Management Inc | 16,962 | $3.60M | 0.00% | −6,274−27.0% | Reduced |
| Jane Street Group, LLC | 16,850 | $3.58M | 0.01% | +16,850 | New |
| Marks Group Wealth Management, Inc | 16,530 | $3.51M | 0.53% | +344+2.1% | Added |
| Barclays PLC | 15,452 | $3.28M | 0.00% | −5,846−27.4% | Reduced |
| George Kaiser Family Foundation | 15,095 | $3.21M | 0.56% | +1,497+11.0% | Added |
| State of New Jersey Common Pension Fund D | 14,374 | $3.05M | 0.01% | −650−4.3% | Reduced |
| Commerce Bank | 13,973 | $2.97M | 0.03% | −48−0.3% | Reduced |
| Captrust Financial Advisors | 13,674 | $2.90M | 0.02% | +3,554+35.1% | Added |
| Algert Global LLC | 13,666 | $2.90M | 0.18% | +9,245+209.1% | Added |
| Stifel Financial Corp | 13,585 | $2.88M | 0.00% | −159−1.2% | Reduced |
| Envestnet Asset Management Inc | 13,440 | $2.85M | 0.00% | +579+4.5% | Added |
| First Trust Advisors LP | 13,389 | $2.84M | 0.00% | −288−2.1% | Reduced |
| Public Employees Retirement System of Ohio | 12,828 | $2.72M | 0.01% | +111+0.9% | Added |
| Ceera Investments, LLC | 12,660 | $2.69M | 1.78% | −349−2.7% | Reduced |
| State of Alaska, Department of Revenue | 11,368 | $2.41M | 0.03% | +71+0.6% | Added |
| US Bancorp | 10,987 | $2.33M | 0.00% | −605−5.2% | Reduced |
| D. E. Shaw & Co., Inc. | 10,911 | $2.32M | 0.00% | +3,818+53.8% | Added |
| AQR Capital Management LLC | 10,783 | $2.29M | 0.01% | −2,617−19.5% | Reduced |
| Treasurer of the State of North Carolina | 10,652 | $2.26M | 0.01% | +130+1.2% | Added |
| Cardinal Capital Management | 10,439 | $2.22M | 0.52% | +143+1.4% | Added |