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 |
|---|---|---|---|---|---|
| Massachusetts Financial Services Co | 485,572 | $103.1M | 0.04% | +296+0.1% | Added |
| FMR LLC | 599,143 | $127.2M | 0.01% | −220,275−26.9% | Reduced |
| Wasatch Advisors Inc | 647,337 | $137.4M | 0.96% | −50,578−7.2% | Reduced |
| JPMorgan Chase & Co | 795,328 | $168.9M | 0.03% | +7,972+1.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,003,530 | $213.1M | 0.71% | −17,324−1.7% | Reduced |
| Atlanta Capital Management Co L L C | 1,029,605 | $218.6M | 0.97% | +2,570+0.3% | Added |
| BlackRock Inc. | 1,052,474 | $223.5M | 0.01% | −10,603−1.0% | Reduced |
| Bamco Inc | 1,150,415 | $244.3M | 0.79% | −5,000−0.4% | Reduced |
| Bank of America Corp | 2,112,724 | $448.6M | 0.06% | +226,708+12.0% | Added |
| Vanguard Group Inc | 2,439,021 | $517.9M | 0.02% | +30,642+1.3% | Added |
| Select Equity Group, L.P. | 4,005,018 | $850.3M | 3.52% | −92,804−2.3% | Reduced |
| Pelham Global Financials Ltd | 0 | $0 | 0.00% | −73,374−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −51,295−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −34,950−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −29,713−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −7,895−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −6,422−100.0% | Sold out |
| Motive Wealth Advisors | 0 | $0 | 0.00% | −6,132−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −5,360−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −4,914−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −2,979−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −1,972−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −1,940−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −1,914−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −1,634−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −1,523−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −1,466−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −1,165−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −1,060−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −948−100.0% | Sold out |
| Stanley-Laman Group, Ltd. | 0 | $0 | 0.00% | −913−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −863−100.0% | Sold out |
| Proficio Capital Partners LLC | 0 | $0 | 0.00% | −861−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −847−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −832−100.0% | Sold out |
| Spears Abacus Advisors LLC | 0 | $0 | 0.00% | −830−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −832−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −830−100.0% | Sold out |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −518−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −499−100.0% | Sold out |
| Proffitt & Goodson Inc | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| BDO Wealth Advisors, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Morton Brown Family Wealth, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Farmer Steven Patrick | – | – | – | – | Not filed |