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 |
|---|---|---|---|---|---|
| Meeder Asset Management Inc | 2 | $0 | 0.00% | +1+100.0% | Added |
| TD Private Client Wealth LLC | 2 | $425 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 7 | $1.00K | 0.00% | −5−41.7% | Reduced |
| BerganKDV Wealth Management, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $1.00K | 0.00% | +4 | New |
| Northwestern Mutual Wealth Management Co | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 9 | $2.00K | 0.00% | +4+80.0% | Added |
| Standard Family Office LLC | 9 | $2.00K | 0.00% | +9 | New |
| Proequities, Inc. | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 15 | $3.00K | 0.00% | +5+50.0% | Added |
| Amundi | 15 | $3.00K | 0.00% | +15 | New |
| Asset Dedication, LLC | 13 | $3.00K | 0.00% | +13 | New |
| Dark Forest Capital Management LP | 16 | $3.00K | 0.00% | +16 | New |
| Vigilant Capital Management, LLC | 18 | $4.00K | 0.00% | −1−5.3% | Reduced |
| Larson Financial Group LLC | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 25 | $5.31K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 29 | $6.00K | 0.00% | +8+38.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 32 | $7.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 31 | $7.00K | 0.00% | +3+10.7% | Added |
| Money Concepts Capital Corp | 40 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 32 | $8.00K | 0.00% | +32 | New |
| Creative Financial Designs Inc | 48 | $10.0K | 0.00% | +15+45.5% | Added |
| Ellevest, Inc. | 54 | $11.0K | 0.00% | −35−39.3% | Reduced |
| Brown Brothers Harriman & Co | 56 | $12.0K | 0.00% | +50+833.3% | Added |
| American Portfolios Advisors | 59 | $12.5K | 0.00% | +44+293.3% | Added |
| City Holding Co | 62 | $13.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 63 | $13.0K | 0.00% | +17+37.0% | Added |
| Cedar Mountain Advisors, LLC | 75 | $16.0K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 76 | $16.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 74 | $16.0K | 0.00% | +2+2.8% | Added |
| Whittier Trust Co | 80 | $17.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 87 | $18.0K | 0.01% | −3−3.3% | Reduced |
| Private Trust Co NA | 84 | $18.0K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 83 | $18.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 88 | $19.0K | 0.00% | −21−19.3% | Reduced |
| AdvisorNet Financial, Inc | 91 | $19.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 100 | $21.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 109 | $23.0K | 0.00% | −5−4.4% | Reduced |
| Wipfli Financial Advisors LLC, | 115 | $24.0K | 0.00% | +115 | New |
| First Horizon Advisors, Inc. | 121 | $25.0K | 0.00% | −12−9.0% | Reduced |
| Altshuler Shaham Ltd | 116 | $25.0K | 0.00% | −4−3.3% | Reduced |
| Covestor Ltd | 115 | $25.0K | 0.02% | +62+117.0% | Added |
| Pinnacle Financial Partners Inc | 120 | $25.0K | 0.00% | +120 | New |
| Central Trust Co | 130 | $28.0K | 0.00% | −147−53.1% | Reduced |
| Fifth Third Bancorp | 143 | $30.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 141 | $30.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 145 | $31.0K | 0.01% | −55−27.5% | Reduced |
| O'Dell Group, LLC | 166 | $35.0K | 0.01% | 00.0% | Unchanged |
| Covington Capital Management | 175 | $37.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 178 | $37.0K | 0.00% | +11+6.6% | Added |
| IMA Wealth, Inc. | 200 | $42.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 200 | $42.0K | 0.00% | +200 | New |
| Versant Capital Management, Inc | 203 | $43.0K | 0.02% | −3−1.5% | Reduced |
| Wolff Wiese Magana LLC | 208 | $44.0K | 0.04% | −2−1.0% | Reduced |
| Ci Investments Inc. | 213 | $45.0K | 0.00% | −4−1.8% | Reduced |
| CVA Family Office, LLC | 228 | $48.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 225 | $48.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 292 | $62.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 362 | $62.0K | 0.00% | −2−0.5% | Reduced |
| McIlrath & Eck, LLC | 344 | $73.0K | 0.02% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 359 | $76.0K | 0.07% | −271−43.0% | Reduced |
| American International Group, Inc. | 378 | $80.0K | 0.00% | +2+0.5% | Added |
| Column Capital Advisors, LLC | 377 | $80.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 381 | $81.0K | 0.01% | −117−23.5% | Reduced |
| Simplex Trading, LLC | 395 | $83.0K | 0.00% | +395 | New |
| Signaturefd, LLC | 457 | $97.0K | 0.00% | +5+1.1% | Added |
| Dundas Partners LLP | 509 | $108.0K | 0.01% | 00.0% | Unchanged |
| Macquarie Group Ltd | 248 | $127.0K | 0.00% | −349−58.5% | Reduced |
| CWM, LLC | 612 | $130.0K | 0.00% | −410−40.1% | Reduced |
| North Star Investment Management Corp. | 712 | $151.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 725 | $154.0K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 728 | $155.0K | 0.00% | +65+9.8% | Added |
| SG Americas Securities, LLC | 776 | $165.0K | 0.00% | −209−21.2% | Reduced |
| Group One Trading, L.P. | 850 | $180.0K | 0.01% | +850 | New |
| The PNC Financial Services Group, Inc. | 892 | $189.0K | 0.00% | +98+12.3% | Added |
| Raymond James Trust N.A. | 963 | $204.0K | 0.01% | +42+4.6% | Added |
| First Manhattan Co | 993 | $210.0K | 0.00% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 1,000 | $212.0K | 0.02% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 1,003 | $213.0K | 0.13% | 00.0% | Unchanged |
| Capula Management Ltd | 1,020 | $217.0K | 0.03% | +1,020 | New |
| O'Shaughnessy Asset Management, LLC | 1,045 | $222.0K | 0.00% | −71−6.4% | Reduced |
| Verition Fund Management LLC | 1,044 | $222.0K | 0.00% | +6+0.6% | Added |
| Davenport & Co LLC | 1,074 | $228.0K | 0.00% | −4−0.4% | Reduced |
| Tower Research Capital LLC (TRC) | 1,094 | $232.0K | 0.00% | +1,015+1,284.8% | Added |
| HM Payson & Co | 1,100 | $234.0K | 0.01% | −150−12.0% | Reduced |
| Manufacturers Life Insurance Company, The | 1,113 | $236.3K | 0.00% | −36−3.1% | Reduced |
| Heartland Bank & Trust Co | 1,130 | $240.0K | 0.23% | 00.0% | Unchanged |
| American Century Companies Inc | 1,133 | $240.0K | 0.00% | +1,133 | New |
| Beacon Pointe Advisors, LLC | 1,141 | $242.0K | 0.01% | −45−3.8% | Reduced |
| Capital Investment Counsel, Inc | 1,150 | $244.0K | 0.07% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 1,222 | $261.0K | 0.03% | +6+0.5% | Added |
| HBK Sorce Advisory LLC | 1,250 | $265.0K | 0.02% | −16−1.3% | Reduced |
| Synovus Financial Corp | 1,260 | $267.0K | 0.00% | +25+2.0% | Added |
| Mariner, LLC | 1,295 | $275.0K | 0.00% | +1,295 | New |
| Dearborn Partners LLC | 1,298 | $276.0K | 0.01% | +279+27.4% | Added |
| Schonfeld Strategic Advisors LLC | 1,304 | $277.0K | 0.00% | +1,304 | New |
| Parallel Advisors, LLC | 1,351 | $287.0K | 0.01% | −76−5.3% | Reduced |
| Montag A & Associates Inc | 1,400 | $297.0K | 0.02% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 1,398 | $297.0K | 0.00% | +1,398 | New |
| Quantinno Capital Management LP | 1,405 | $298.0K | 0.04% | +278+24.7% | Added |