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 |
|---|---|---|---|---|---|
| Squarepoint Ops LLC | 8,401 | $1.78M | 0.02% | +8,401 | New |
| Bessemer Group Inc | 8,445 | $1.79M | 0.00% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 8,500 | $1.80M | 0.67% | +2,309+37.3% | Added |
| Neuberger Berman Group LLC | 8,872 | $1.88M | 0.00% | −659−6.9% | Reduced |
| Kensington Investment Counsel, LLC | 8,913 | $1.89M | 1.59% | +51+0.6% | Added |
| Oppenheimer Asset Management Inc. | 8,930 | $1.90M | 0.03% | −470−5.0% | Reduced |
| Alliancebernstein L.P. | 9,540 | $2.03M | 0.00% | −134−1.4% | Reduced |
| M&T Bank Corp | 9,729 | $2.07M | 0.01% | −73−0.7% | Reduced |
| Voya Investment Management LLC | 9,754 | $2.07M | 0.00% | −224−2.2% | Reduced |
| Azzad Asset Management Inc | 9,768 | $2.07M | 0.21% | +40+0.4% | Added |
| Bright Rock Capital Management, LLC | 10,000 | $2.12M | 0.60% | 00.0% | Unchanged |
| Cardinal Capital Management | 10,439 | $2.22M | 0.52% | +143+1.4% | Added |
| Treasurer of the State of North Carolina | 10,652 | $2.26M | 0.01% | +130+1.2% | Added |
| AQR Capital Management LLC | 10,783 | $2.29M | 0.01% | −2,617−19.5% | Reduced |
| D. E. Shaw & Co., Inc. | 10,911 | $2.32M | 0.00% | +3,818+53.8% | Added |
| US Bancorp | 10,987 | $2.33M | 0.00% | −605−5.2% | Reduced |
| State of Alaska, Department of Revenue | 11,368 | $2.41M | 0.03% | +71+0.6% | Added |
| Ceera Investments, LLC | 12,660 | $2.69M | 1.78% | −349−2.7% | Reduced |
| Public Employees Retirement System of Ohio | 12,828 | $2.72M | 0.01% | +111+0.9% | Added |
| First Trust Advisors LP | 13,389 | $2.84M | 0.00% | −288−2.1% | Reduced |
| Envestnet Asset Management Inc | 13,440 | $2.85M | 0.00% | +579+4.5% | Added |
| Stifel Financial Corp | 13,585 | $2.88M | 0.00% | −159−1.2% | Reduced |
| Algert Global LLC | 13,666 | $2.90M | 0.18% | +9,245+209.1% | Added |
| Captrust Financial Advisors | 13,674 | $2.90M | 0.02% | +3,554+35.1% | Added |
| Commerce Bank | 13,973 | $2.97M | 0.03% | −48−0.3% | Reduced |
| State of New Jersey Common Pension Fund D | 14,374 | $3.05M | 0.01% | −650−4.3% | Reduced |
| George Kaiser Family Foundation | 15,095 | $3.21M | 0.56% | +1,497+11.0% | Added |
| Barclays PLC | 15,452 | $3.28M | 0.00% | −5,846−27.4% | Reduced |
| Marks Group Wealth Management, Inc | 16,530 | $3.51M | 0.53% | +344+2.1% | Added |
| Jane Street Group, LLC | 16,850 | $3.58M | 0.01% | +16,850 | New |
| Victory Capital Management Inc | 16,962 | $3.60M | 0.00% | −6,274−27.0% | Reduced |
| Raymond James & Associates | 17,348 | $3.68M | 0.00% | +3,599+26.2% | Added |
| TownSquare Capital, LLC | 18,749 | $3.98M | 0.11% | −2,257−10.7% | Reduced |
| YHB Investment Advisors, Inc. | 19,481 | $4.14M | 0.46% | −52−0.3% | Reduced |
| Alberta Investment Management Corp | 19,915 | $4.23M | 0.03% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 20,303 | $4.31M | 0.03% | +20,303 | New |
| HRT Financial LP | 21,493 | $4.56M | 0.05% | +21,493 | New |
| Russell Investments Group, Ltd. | 21,585 | $4.58M | 0.01% | +11,447+112.9% | Added |
| Franklin Resources Inc | 22,457 | $4.77M | 0.00% | −499−2.2% | Reduced |
| State of Wisconsin Investment Board | 24,452 | $5.19M | 0.02% | −1,662−6.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 25,079 | $5.33M | 0.03% | +23,650+1,655.0% | Added |
| Daiwa Securities Group Inc. | 25,236 | $5.36M | 0.04% | −3,469−12.1% | Reduced |
| Nicholas Company, Inc. | 26,320 | $5.59M | 0.13% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 26,661 | $5.66M | 0.01% | +50+0.2% | Added |
| Fisher Asset Management, LLC | 28,844 | $6.12M | 0.00% | +1,279+4.6% | Added |
| Southeast Asset Advisors Inc. | 30,213 | $6.42M | 1.09% | +369+1.2% | Added |
| Price T Rowe Associates Inc | 30,461 | $6.47M | 0.00% | +20,533+206.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 30,588 | $6.50M | 0.03% | +9,575+45.6% | Added |
| Rhumbline Advisers | 31,541 | $6.70M | 0.01% | −861−2.7% | Reduced |
| Credit Suisse AG | 31,761 | $6.74M | 0.01% | +287+0.9% | Added |
| California State Teachers Retirement System | 31,941 | $6.78M | 0.01% | −766−2.3% | Reduced |
| Citadel Advisors LLC | 32,645 | $6.93M | 0.01% | +24,700+310.9% | Added |
| Man Group plc | 33,508 | $7.11M | 0.03% | – | – |
| Bridgeway Capital Management, LLC | 35,250 | $7.48M | 0.20% | +35,250 | New |
| Kornitzer Capital Management Inc | 36,518 | $7.75M | 0.17% | −1,920−5.0% | Reduced |
| 2Xideas AG | 41,208 | $8.75M | 0.92% | −6,182−13.0% | Reduced |
| Legal & General Group Plc | 42,392 | $9.00M | 0.00% | +915+2.2% | Added |
| UBS Asset Management Americas Inc | 43,563 | $9.25M | 0.01% | +665+1.6% | Added |
| Ameriprise Financial Inc | 45,645 | $9.69M | 0.00% | −778−1.7% | Reduced |
| VGI Partners Ltd | 49,119 | $10.4M | 2.19% | −6,521−11.7% | Reduced |
| Asset Management One Co.,Ltd. | 49,106 | $10.5M | 0.05% | +803+1.7% | Added |
| Segall Bryant & Hamill, LLC | 50,167 | $10.7M | 0.13% | +11,074+28.3% | Added |
| Prudential Financial Inc | 51,116 | $10.9M | 0.02% | −1,292−2.5% | Reduced |
| California Public Employees Retirement System | 53,259 | $11.3M | 0.01% | +1,965+3.8% | Added |
| Cramer Rosenthal McGlynn LLC | 56,465 | $12.0M | 0.58% | +4,672+9.0% | Added |
| National Bank of Canada | 59,193 | $12.6M | 0.07% | +25,000+73.1% | Added |
| TCW Group Inc | 59,461 | $12.6M | 0.18% | +4,623+8.4% | Added |
| Swiss National Bank | 60,800 | $12.9M | 0.01% | +100+0.2% | Added |
| Copeland Capital Management, LLC | 60,836 | $12.9M | 0.43% | −700−1.1% | Reduced |
| Parnassus Investments | 66,909 | $14.2M | 0.04% | 00.0% | Unchanged |
| Chicago Capital, LLC | 69,639 | $14.8M | 0.86% | −312−0.4% | Reduced |
| Confluence Investment Management LLC | 73,030 | $15.5M | 0.26% | −1,029−1.4% | Reduced |
| Eaton Vance Management | 78,754 | $16.7M | 0.02% | +4,088+5.5% | Added |
| Nordea Investment Management AB | 80,198 | $17.2M | 0.03% | +25,731+47.2% | Added |
| SEI Investments Co | 84,861 | $18.0M | 0.04% | +2,259+2.7% | Added |
| Wells Fargo & Company | 89,524 | $19.0M | 0.01% | −5,073−5.4% | Reduced |
| Nuveen Asset Management, LLC | 91,005 | $19.3M | 0.01% | −1,225−1.3% | Reduced |
| Lazard Asset Management LLC | 97,424 | $20.7M | 0.03% | −14,418−12.9% | Reduced |
| M&G Investment Management Ltd | 99,792 | $21.2M | 0.18% | +876+0.9% | Added |
| Allspring Global Investments Holdings, LLC | 100,199 | $21.3M | 0.04% | +1,485+1.5% | Added |
| Goldman Sachs Group Inc | 102,299 | $21.7M | 0.01% | +1,769+1.8% | Added |
| New York State Common Retirement Fund | 108,971 | $23.1M | 0.03% | −390−0.4% | Reduced |
| Northern Trust Corp | 109,734 | $23.3M | 0.01% | +1,913+1.8% | Added |
| Loomis Sayles & Co L P | 145,692 | $30.9M | 0.06% | −1,409−1.0% | Reduced |
| Morgan Stanley | 155,286 | $33.0M | 0.00% | −27,005−14.8% | Reduced |
| Charles Schwab Investment Management Inc | 156,443 | $33.2M | 0.01% | +12,627+8.8% | Added |
| American Capital Management Inc | 183,577 | $39.0M | 1.54% | −106−0.1% | Reduced |
| Royce & Associates LP | 191,031 | $40.6M | 0.46% | −48,237−20.2% | Reduced |
| Principal Financial Group Inc | 204,769 | $43.5M | 0.03% | −11,164−5.2% | Reduced |
| Norges Bank | 238,450 | $50.6M | 0.01% | +3,140+1.3% | Added |
| Bank of New York Mellon Corp | 289,155 | $61.4M | 0.01% | −7,571−2.6% | Reduced |
| Dimensional Fund Advisors LP | 305,888 | $64.9M | 0.02% | +1220.0% | Added |
| Praesidium Investment Management Company, LLC | 327,284 | $69.5M | 6.78% | +29,332+9.8% | Added |
| Invesco Ltd. | 332,186 | $70.5M | 0.02% | +859+0.3% | Added |
| Geode Capital Management, LLC | 347,128 | $73.7M | 0.01% | +16,633+5.0% | Added |
| Pendal Group Limited | 350,782 | $74.5M | 0.72% | −72,425−17.1% | Reduced |
| Artisan Partners Limited Partnership | 358,330 | $76.1M | 0.13% | −4,397−1.2% | Reduced |
| Renaissance Technologies LLC | 369,070 | $78.4M | 0.11% | −25,300−6.4% | Reduced |
| State Street Corp | 388,294 | $82.4M | 0.01% | +10,850+2.9% | Added |
| Millennium Management LLC | 412,335 | $87.5M | 0.11% | +412,335 | New |