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 |
|---|---|---|---|---|---|
| Welch & Forbes LLC | 1,410 | $300.0K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 1,446 | $307.0K | 0.00% | 00.0% | Unchanged |
| Connable Office Inc | 1,470 | $312.0K | 0.05% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 1,516 | $322.0K | 0.01% | +502+49.5% | Added |
| Procyon Private Wealth Partners, LLC | 1,528 | $324.0K | 0.08% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,578 | $335.0K | 0.01% | −414−20.8% | Reduced |
| Gyon Technologies Capital Management, LP | 1,576 | $335.0K | 0.10% | +297+23.2% | Added |
| CIBC Private Wealth Group, LLC | 1,595 | $339.0K | 0.00% | +1+0.1% | Added |
| LPL Financial LLC | 1,623 | $345.0K | 0.00% | −337−17.2% | Reduced |
| CIBC Asset Management Inc | 1,639 | $348.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 1,683 | $357.0K | 0.00% | +19+1.1% | Added |
| Pictet Asset Management SA | 1,692 | $359.0K | 0.00% | +162+10.6% | Added |
| Bridgewater Associates, LP | 1,756 | $373.0K | 0.00% | −1,226−41.1% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 1,800 | $382.0K | 0.20% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 1,827 | $388.0K | 0.09% | +447+32.4% | Added |
| JustInvest LLC | 1,842 | $391.0K | 0.02% | −566−23.5% | Reduced |
| Marshall Wace, LLP | 1,859 | $395.0K | 0.00% | +1,859 | New |
| Pekin Hardy Strauss, Inc. | 1,875 | $398.0K | 0.07% | +76+4.2% | Added |
| Jennison Associates LLC | 1,890 | $401.0K | 0.00% | −884−31.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 1,929 | $409.6K | 0.04% | +1,929 | New |
| Creative Planning | 1,967 | $418.0K | 0.00% | +278+16.5% | Added |
| Navellier & Associates Inc | 1,983 | $421.0K | 0.09% | −18−0.9% | Reduced |
| Hanlon Investment Management, Inc. | 2,000 | $425.0K | 0.16% | 00.0% | Unchanged |
| Bank of Montreal | 2,024 | $437.0K | 0.00% | +181+9.8% | Added |
| Vestmark Advisory Solutions, Inc. | 2,060 | $437.0K | 0.02% | +411+24.9% | Added |
| Cubist Systematic Strategies, LLC | 2,192 | $465.0K | 0.00% | −805−26.9% | Reduced |
| Planning Alternatives Ltd | 2,270 | $482.0K | 0.10% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 2,271 | $482.0K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,269 | $493.0K | 0.00% | +742+48.6% | Added |
| MML Investors Services, LLC | 2,339 | $497.0K | 0.00% | +88+3.9% | Added |
| Aquatic Capital Management LLC | 2,400 | $510.0K | 0.05% | +2,000+500.0% | Added |
| Truist Financial Corp | 2,490 | $529.0K | 0.00% | −515−17.1% | Reduced |
| Fiduciary Trust Co | 2,501 | $531.0K | 0.01% | +50+2.0% | Added |
| Quantbot Technologies LP | 2,508 | $532.0K | 0.04% | +2,365+1,653.8% | Added |
| Precision Wealth Strategies, LLC | 2,496 | $536.0K | 0.47% | −153−5.8% | Reduced |
| Two Sigma Investments, LP | 2,700 | $573.0K | 0.00% | +2,700 | New |
| Xponance, Inc. | 2,705 | $574.0K | 0.01% | +57+2.2% | Added |
| Public Employees Retirement Association of Colorado | 2,787 | $592.0K | 0.00% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 2,833 | $602.0K | 0.02% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 2,856 | $606.0K | 0.46% | −95−3.2% | Reduced |
| Janney Montgomery Scott LLC | 2,889 | $613.0K | 0.00% | +840+41.0% | Added |
| GWM Advisors LLC | 2,950 | $626.0K | 0.01% | +2,950 | New |
| Royal Bank of Canada | 2,953 | $627.0K | 0.00% | −4,032−57.7% | Reduced |
| Bradley Foster & Sargent Inc | 3,021 | $641.0K | 0.02% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 3,072 | $652.0K | 0.00% | −1,200−28.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,239 | $688.0K | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 3,247 | $689.0K | 0.01% | −1,495−31.5% | Reduced |
| Twin Capital Management Inc | 3,523 | $748.0K | 0.10% | −10.0% | Reduced |
| Advisory Services Network, LLC | 3,573 | $758.0K | 0.03% | −1,674−31.9% | Reduced |
| Avantax Advisory Services, Inc. | 3,605 | $765.0K | 0.01% | +340+10.4% | Added |
| ExodusPoint Capital Management, LP | 3,677 | $781.0K | 0.01% | −27,787−88.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 3,843 | $816.0K | 0.11% | −349−8.3% | Reduced |
| Veritable, L.P. | 3,888 | $826.0K | 0.02% | −239−5.8% | Reduced |
| Great West Life Assurance Co | 3,946 | $836.0K | 0.00% | +2,012+104.0% | Added |
| Martin Capital Advisors, LLP | 3,984 | $846.0K | 1.24% | −750−15.8% | Reduced |
| Intech Investment Management LLC | 4,035 | $856.7K | 0.01% | +4,035 | New |
| Versor Investments LP | 4,151 | $881.0K | 0.05% | −24−0.6% | Reduced |
| Grandeur Peak Global Advisors, LLC | 4,197 | $891.0K | 0.05% | −2,078−33.1% | Reduced |
| Arbor Capital Management Inc | 4,074 | $900.0K | 0.81% | +60+1.5% | Added |
| Fiera Capital Corp | 4,295 | $912.0K | 0.00% | 00.0% | Unchanged |
| BCGM Wealth Management, LLC | 3,930 | $914.0K | 0.46% | +282+7.7% | Added |
| Citigroup Inc | 4,311 | $915.0K | 0.00% | −8,070−65.2% | Reduced |
| Utah Retirement Systems | 4,385 | $931.0K | 0.02% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 4,430 | $941.0K | 0.00% | +680+18.1% | Added |
| First Republic Investment Management, Inc. | 4,436 | $942.0K | 0.00% | +705+18.9% | Added |
| Advisor Group Holdings, Inc. | 4,591 | $976.0K | 0.00% | +163+3.7% | Added |
| Mawer Investment Management Ltd. | 4,642 | $986.0K | 0.01% | +1,345+40.8% | Added |
| Johnson Investment Counsel Inc | 4,653 | $988.0K | 0.01% | +30+0.6% | Added |
| Yorktown Management & Research Co Inc | 4,700 | $998.0K | 1.29% | 00.0% | Unchanged |
| Covey Capital Advisors, LLC | 4,766 | $1.01M | 1.72% | −57−1.2% | Reduced |
| Black Creek Investment Management Inc. | 5,000 | $1.06M | 0.04% | +1,000+25.0% | Added |
| Commonwealth Equity Services, LLC | 5,065 | $1.07M | 0.00% | +3,326+191.3% | Added |
| Sepio Capital, LP | 5,140 | $1.09M | 0.11% | −4−0.1% | Reduced |
| Eqis Capital Management, Inc. | 5,376 | $1.14M | 0.13% | +216+4.2% | Added |
| Amalgamated Bank | 5,545 | $1.18M | 0.01% | −329−5.6% | Reduced |
| Voloridge Investment Management, LLC | 5,859 | $1.24M | 0.01% | +5,859 | New |
| Davy Global Fund Management Ltd | 6,022 | $1.28M | 0.29% | −241−3.8% | Reduced |
| Deutsche Bank AG | 6,189 | $1.31M | 0.00% | −1,242−16.7% | Reduced |
| Buckingham Strategic Wealth, LLC | 6,224 | $1.32M | 0.03% | 00.0% | Unchanged |
| Bank of Stockton | 6,237 | $1.32M | 0.51% | −365−5.5% | Reduced |
| UBS Group AG | 6,295 | $1.34M | 0.00% | −7,664−54.9% | Reduced |
| Empire Life Investments Inc. | 6,408 | $1.36M | 0.10% | +72+1.1% | Added |
| Pallas Capital Advisors LLC | 5,964 | $1.37M | 0.15% | −4,683−44.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 6,570 | $1.40M | 0.02% | +6,570 | New |
| Two Sigma Advisers, LP | 6,600 | $1.40M | 0.00% | −600−8.3% | Reduced |
| Ashford Capital Management Inc | 6,608 | $1.40M | 0.21% | +223+3.5% | Added |
| Blair William & Co | 6,653 | $1.41M | 0.01% | −199−2.9% | Reduced |
| Aviva PLC | 6,922 | $1.47M | 0.01% | −1,426−17.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 6,961 | $1.48M | 0.03% | −353−4.8% | Reduced |
| Arizona State Retirement System | 6,967 | $1.48M | 0.02% | −19−0.3% | Reduced |
| Susquehanna International Group, LLP | 7,132 | $1.51M | 0.00% | −1,323−15.6% | Reduced |
| Cerity Partners LLC | 7,287 | $1.55M | 0.02% | −363−4.7% | Reduced |
| Teacher Retirement System of Texas | 7,342 | $1.56M | 0.01% | +3,210+77.7% | Added |
| Alamar Capital Management, LLC | 7,424 | $1.58M | 1.77% | −805−9.8% | Reduced |
| Duality Advisers, LP | 7,532 | $1.60M | 0.17% | −2,613−25.8% | Reduced |
| Natixis | 8,000 | $1.70M | 0.01% | +8,000 | New |
| Atria Investments LLC | 8,018 | $1.70M | 0.04% | −1,748−17.9% | Reduced |
| BNP Paribas Arbitrage, SA | 8,197 | $1.74M | 0.00% | −2,483−23.2% | Reduced |
| Henshaw Capital LLC | 8,277 | $1.76M | 0.13% | +12+0.1% | Added |
| HighTower Advisors, LLC | 8,336 | $1.76M | 0.00% | −241−2.8% | Reduced |