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 |
|---|---|---|---|---|---|
| ProShare Advisors LLC | 1,683 | $357.0K | 0.00% | +19+1.1% | Added |
| CIBC Asset Management Inc | 1,639 | $348.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 1,623 | $345.0K | 0.00% | −337−17.2% | Reduced |
| CIBC Private Wealth Group, LLC | 1,595 | $339.0K | 0.00% | +1+0.1% | Added |
| 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 |
| Procyon Private Wealth Partners, LLC | 1,528 | $324.0K | 0.08% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 1,516 | $322.0K | 0.01% | +502+49.5% | Added |
| Connable Office Inc | 1,470 | $312.0K | 0.05% | 00.0% | Unchanged |
| MetLife Investment Management | 1,446 | $307.0K | 0.00% | 00.0% | Unchanged |
| Welch & Forbes LLC | 1,410 | $300.0K | 0.01% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 1,405 | $298.0K | 0.04% | +278+24.7% | Added |
| 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 |
| Parallel Advisors, LLC | 1,351 | $287.0K | 0.01% | −76−5.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,304 | $277.0K | 0.00% | +1,304 | New |
| Dearborn Partners LLC | 1,298 | $276.0K | 0.01% | +279+27.4% | Added |
| Mariner, LLC | 1,295 | $275.0K | 0.00% | +1,295 | New |
| Synovus Financial Corp | 1,260 | $267.0K | 0.00% | +25+2.0% | Added |
| HBK Sorce Advisory LLC | 1,250 | $265.0K | 0.02% | −16−1.3% | Reduced |
| BTC Capital Management, Inc. | 1,222 | $261.0K | 0.03% | +6+0.5% | Added |
| Capital Investment Counsel, Inc | 1,150 | $244.0K | 0.07% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 1,141 | $242.0K | 0.01% | −45−3.8% | 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 |
| Manufacturers Life Insurance Company, The | 1,113 | $236.3K | 0.00% | −36−3.1% | Reduced |
| HM Payson & Co | 1,100 | $234.0K | 0.01% | −150−12.0% | Reduced |
| Tower Research Capital LLC (TRC) | 1,094 | $232.0K | 0.00% | +1,015+1,284.8% | Added |
| Davenport & Co LLC | 1,074 | $228.0K | 0.00% | −4−0.4% | Reduced |
| 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 |
| Capula Management Ltd | 1,020 | $217.0K | 0.03% | +1,020 | New |
| Cadent Capital Advisors, LLC | 1,003 | $213.0K | 0.13% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 1,000 | $212.0K | 0.02% | 00.0% | Unchanged |
| First Manhattan Co | 993 | $210.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 963 | $204.0K | 0.01% | +42+4.6% | Added |
| The PNC Financial Services Group, Inc. | 892 | $189.0K | 0.00% | +98+12.3% | Added |
| Group One Trading, L.P. | 850 | $180.0K | 0.01% | +850 | New |
| SG Americas Securities, LLC | 776 | $165.0K | 0.00% | −209−21.2% | Reduced |
| Van Eck Associates Corp | 728 | $155.0K | 0.00% | +65+9.8% | Added |
| Umb Bank N A | 725 | $154.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 712 | $151.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 612 | $130.0K | 0.00% | −410−40.1% | Reduced |
| Macquarie Group Ltd | 248 | $127.0K | 0.00% | −349−58.5% | Reduced |
| Dundas Partners LLP | 509 | $108.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 457 | $97.0K | 0.00% | +5+1.1% | Added |
| Simplex Trading, LLC | 395 | $83.0K | 0.00% | +395 | New |
| Quadrant Capital Group LLC | 381 | $81.0K | 0.01% | −117−23.5% | 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 |
| Harbor Capital Advisors, Inc. | 359 | $76.0K | 0.07% | −271−43.0% | Reduced |
| McIlrath & Eck, LLC | 344 | $73.0K | 0.02% | 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 |
| 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 |
| Ci Investments Inc. | 213 | $45.0K | 0.00% | −4−1.8% | Reduced |
| Wolff Wiese Magana LLC | 208 | $44.0K | 0.04% | −2−1.0% | Reduced |
| Versant Capital Management, Inc | 203 | $43.0K | 0.02% | −3−1.5% | Reduced |
| IMA Wealth, Inc. | 200 | $42.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 200 | $42.0K | 0.00% | +200 | New |
| 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 |
| O'Dell Group, LLC | 166 | $35.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 145 | $31.0K | 0.01% | −55−27.5% | Reduced |
| Fifth Third Bancorp | 143 | $30.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 141 | $30.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 130 | $28.0K | 0.00% | −147−53.1% | Reduced |
| 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 |
| Wipfli Financial Advisors LLC, | 115 | $24.0K | 0.00% | +115 | New |
| Steward Partners Investment Advisory, LLC | 109 | $23.0K | 0.00% | −5−4.4% | Reduced |
| Earnest Partners LLC | 100 | $21.0K | 0.00% | 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 |
| 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 |
| Whittier Trust Co | 80 | $17.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| City Holding Co | 62 | $13.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 63 | $13.0K | 0.00% | +17+37.0% | Added |
| American Portfolios Advisors | 59 | $12.5K | 0.00% | +44+293.3% | Added |
| Brown Brothers Harriman & Co | 56 | $12.0K | 0.00% | +50+833.3% | Added |
| Ellevest, Inc. | 54 | $11.0K | 0.00% | −35−39.3% | Reduced |
| Creative Financial Designs Inc | 48 | $10.0K | 0.00% | +15+45.5% | Added |
| Money Concepts Capital Corp | 40 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 32 | $8.00K | 0.00% | +32 | New |
| 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 |
| JFS Wealth Advisors, LLC | 29 | $6.00K | 0.00% | +8+38.1% | Added |
| Federation des caisses Desjardins du Quebec | 25 | $5.31K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 18 | $4.00K | 0.00% | −1−5.3% | Reduced |
| Proequities, Inc. | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 15 | $3.00K | 0.00% | +5+50.0% | Added |