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 |
|---|---|---|---|---|---|
| Bright Rock Capital Management, LLC | 10,000 | $2.12M | 0.60% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 9,768 | $2.07M | 0.21% | +40+0.4% | Added |
| Voya Investment Management LLC | 9,754 | $2.07M | 0.00% | −224−2.2% | Reduced |
| M&T Bank Corp | 9,729 | $2.07M | 0.01% | −73−0.7% | Reduced |
| Alliancebernstein L.P. | 9,540 | $2.03M | 0.00% | −134−1.4% | Reduced |
| Oppenheimer Asset Management Inc. | 8,930 | $1.90M | 0.03% | −470−5.0% | Reduced |
| Kensington Investment Counsel, LLC | 8,913 | $1.89M | 1.59% | +51+0.6% | Added |
| Neuberger Berman Group LLC | 8,872 | $1.88M | 0.00% | −659−6.9% | Reduced |
| Redmond Asset Management, LLC | 8,500 | $1.80M | 0.67% | +2,309+37.3% | Added |
| Bessemer Group Inc | 8,445 | $1.79M | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 8,401 | $1.78M | 0.02% | +8,401 | New |
| HighTower Advisors, LLC | 8,336 | $1.76M | 0.00% | −241−2.8% | Reduced |
| Henshaw Capital LLC | 8,277 | $1.76M | 0.13% | +12+0.1% | Added |
| BNP Paribas Arbitrage, SA | 8,197 | $1.74M | 0.00% | −2,483−23.2% | Reduced |
| Atria Investments LLC | 8,018 | $1.70M | 0.04% | −1,748−17.9% | Reduced |
| Natixis | 8,000 | $1.70M | 0.01% | +8,000 | New |
| Duality Advisers, LP | 7,532 | $1.60M | 0.17% | −2,613−25.8% | Reduced |
| Alamar Capital Management, LLC | 7,424 | $1.58M | 1.77% | −805−9.8% | Reduced |
| Teacher Retirement System of Texas | 7,342 | $1.56M | 0.01% | +3,210+77.7% | Added |
| Cerity Partners LLC | 7,287 | $1.55M | 0.02% | −363−4.7% | Reduced |
| Susquehanna International Group, LLP | 7,132 | $1.51M | 0.00% | −1,323−15.6% | Reduced |
| Arizona State Retirement System | 6,967 | $1.48M | 0.02% | −19−0.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 6,961 | $1.48M | 0.03% | −353−4.8% | Reduced |
| Aviva PLC | 6,922 | $1.47M | 0.01% | −1,426−17.1% | Reduced |
| Blair William & Co | 6,653 | $1.41M | 0.01% | −199−2.9% | Reduced |
| Ashford Capital Management Inc | 6,608 | $1.40M | 0.21% | +223+3.5% | Added |
| Two Sigma Advisers, LP | 6,600 | $1.40M | 0.00% | −600−8.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 6,570 | $1.40M | 0.02% | +6,570 | New |
| Pallas Capital Advisors LLC | 5,964 | $1.37M | 0.15% | −4,683−44.0% | Reduced |
| Empire Life Investments Inc. | 6,408 | $1.36M | 0.10% | +72+1.1% | Added |
| UBS Group AG | 6,295 | $1.34M | 0.00% | −7,664−54.9% | Reduced |
| Bank of Stockton | 6,237 | $1.32M | 0.51% | −365−5.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 6,224 | $1.32M | 0.03% | 00.0% | Unchanged |
| Deutsche Bank AG | 6,189 | $1.31M | 0.00% | −1,242−16.7% | Reduced |
| Davy Global Fund Management Ltd | 6,022 | $1.28M | 0.29% | −241−3.8% | Reduced |
| Voloridge Investment Management, LLC | 5,859 | $1.24M | 0.01% | +5,859 | New |
| Amalgamated Bank | 5,545 | $1.18M | 0.01% | −329−5.6% | Reduced |
| Eqis Capital Management, Inc. | 5,376 | $1.14M | 0.13% | +216+4.2% | Added |
| Sepio Capital, LP | 5,140 | $1.09M | 0.11% | −4−0.1% | Reduced |
| Commonwealth Equity Services, LLC | 5,065 | $1.07M | 0.00% | +3,326+191.3% | Added |
| Black Creek Investment Management Inc. | 5,000 | $1.06M | 0.04% | +1,000+25.0% | Added |
| Covey Capital Advisors, LLC | 4,766 | $1.01M | 1.72% | −57−1.2% | Reduced |
| Yorktown Management & Research Co Inc | 4,700 | $998.0K | 1.29% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 4,653 | $988.0K | 0.01% | +30+0.6% | Added |
| Mawer Investment Management Ltd. | 4,642 | $986.0K | 0.01% | +1,345+40.8% | Added |
| Advisor Group Holdings, Inc. | 4,591 | $976.0K | 0.00% | +163+3.7% | Added |
| First Republic Investment Management, Inc. | 4,436 | $942.0K | 0.00% | +705+18.9% | Added |
| Ensign Peak Advisors, Inc | 4,430 | $941.0K | 0.00% | +680+18.1% | Added |
| Utah Retirement Systems | 4,385 | $931.0K | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 4,311 | $915.0K | 0.00% | −8,070−65.2% | Reduced |
| BCGM Wealth Management, LLC | 3,930 | $914.0K | 0.46% | +282+7.7% | Added |
| Fiera Capital Corp | 4,295 | $912.0K | 0.00% | 00.0% | Unchanged |
| Arbor Capital Management Inc | 4,074 | $900.0K | 0.81% | +60+1.5% | Added |
| Grandeur Peak Global Advisors, LLC | 4,197 | $891.0K | 0.05% | −2,078−33.1% | Reduced |
| Versor Investments LP | 4,151 | $881.0K | 0.05% | −24−0.6% | Reduced |
| Intech Investment Management LLC | 4,035 | $856.7K | 0.01% | +4,035 | New |
| Martin Capital Advisors, LLP | 3,984 | $846.0K | 1.24% | −750−15.8% | Reduced |
| Great West Life Assurance Co | 3,946 | $836.0K | 0.00% | +2,012+104.0% | Added |
| Veritable, L.P. | 3,888 | $826.0K | 0.02% | −239−5.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 3,843 | $816.0K | 0.11% | −349−8.3% | Reduced |
| ExodusPoint Capital Management, LP | 3,677 | $781.0K | 0.01% | −27,787−88.3% | Reduced |
| Avantax Advisory Services, Inc. | 3,605 | $765.0K | 0.01% | +340+10.4% | Added |
| Advisory Services Network, LLC | 3,573 | $758.0K | 0.03% | −1,674−31.9% | Reduced |
| Twin Capital Management Inc | 3,523 | $748.0K | 0.10% | −10.0% | Reduced |
| Alps Advisors Inc | 3,247 | $689.0K | 0.01% | −1,495−31.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,239 | $688.0K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 3,072 | $652.0K | 0.00% | −1,200−28.1% | Reduced |
| Bradley Foster & Sargent Inc | 3,021 | $641.0K | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,953 | $627.0K | 0.00% | −4,032−57.7% | Reduced |
| GWM Advisors LLC | 2,950 | $626.0K | 0.01% | +2,950 | New |
| Janney Montgomery Scott LLC | 2,889 | $613.0K | 0.00% | +840+41.0% | Added |
| Accretive Wealth Partners, LLC | 2,856 | $606.0K | 0.46% | −95−3.2% | Reduced |
| Regentatlantic Capital LLC | 2,833 | $602.0K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 2,787 | $592.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 2,705 | $574.0K | 0.01% | +57+2.2% | Added |
| Two Sigma Investments, LP | 2,700 | $573.0K | 0.00% | +2,700 | New |
| Precision Wealth Strategies, LLC | 2,496 | $536.0K | 0.47% | −153−5.8% | Reduced |
| Quantbot Technologies LP | 2,508 | $532.0K | 0.04% | +2,365+1,653.8% | Added |
| Fiduciary Trust Co | 2,501 | $531.0K | 0.01% | +50+2.0% | Added |
| Truist Financial Corp | 2,490 | $529.0K | 0.00% | −515−17.1% | Reduced |
| Aquatic Capital Management LLC | 2,400 | $510.0K | 0.05% | +2,000+500.0% | Added |
| MML Investors Services, LLC | 2,339 | $497.0K | 0.00% | +88+3.9% | Added |
| Nisa Investment Advisors, LLC | 2,269 | $493.0K | 0.00% | +742+48.6% | Added |
| 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 |
| Cubist Systematic Strategies, LLC | 2,192 | $465.0K | 0.00% | −805−26.9% | Reduced |
| 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 |
| Hanlon Investment Management, Inc. | 2,000 | $425.0K | 0.16% | 00.0% | Unchanged |
| Navellier & Associates Inc | 1,983 | $421.0K | 0.09% | −18−0.9% | Reduced |
| Creative Planning | 1,967 | $418.0K | 0.00% | +278+16.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 1,929 | $409.6K | 0.04% | +1,929 | New |
| Jennison Associates LLC | 1,890 | $401.0K | 0.00% | −884−31.9% | Reduced |
| Pekin Hardy Strauss, Inc. | 1,875 | $398.0K | 0.07% | +76+4.2% | Added |
| Marshall Wace, LLP | 1,859 | $395.0K | 0.00% | +1,859 | New |
| JustInvest LLC | 1,842 | $391.0K | 0.02% | −566−23.5% | Reduced |
| Legacy Advisors, LLC | 1,827 | $388.0K | 0.09% | +447+32.4% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 1,800 | $382.0K | 0.20% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 1,756 | $373.0K | 0.00% | −1,226−41.1% | Reduced |
| Pictet Asset Management SA | 1,692 | $359.0K | 0.00% | +162+10.6% | Added |