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, Q4 2022
Institutional positions in Morningstar, Inc. as of Dec 31, 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
- 318
- +14 vs. Q3 2022
- Shares held
- 23.7M
- +1.33M (+5.9%) vs. Q3 2022
- Total value
- $5.14B
- +$382.0M (+8.0%) vs. Q3 2022
- New holders
- 43
- 114 more added
- Sold out
- 29
- 106 more reduced
7 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Morningstar, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Select Equity Group, L.P. | 3,945,781 | $854.6M | 3.32% | −59,237−1.5% | Reduced |
| Vanguard Group Inc | 2,474,633 | $536.0M | 0.01% | +35,612+1.5% | Added |
| Bank of America Corp | 2,331,053 | $504.9M | 0.06% | +218,329+10.3% | Added |
| Morgan Stanley | 1,219,174 | $264.1M | 0.03% | +1,063,888+685.1% | Added |
| Bamco Inc | 1,133,519 | $245.5M | 0.83% | −16,896−1.5% | Reduced |
| BlackRock Inc. | 1,096,221 | $237.4M | 0.01% | +43,747+4.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 899,584 | $194.8M | 0.61% | −103,946−10.4% | Reduced |
| JPMorgan Chase & Co | 834,364 | $180.7M | 0.03% | +39,036+4.9% | Added |
| Wasatch Advisors Inc | 638,909 | $138.4M | 0.93% | −8,428−1.3% | Reduced |
| Massachusetts Financial Services Co | 600,817 | $130.1M | 0.05% | +115,245+23.7% | Added |
| FMR LLC | 465,951 | $100.9M | 0.01% | −133,192−22.2% | Reduced |
| Millennium Management LLC | 417,175 | $90.4M | 0.10% | +4,840+1.2% | Added |
| State Street Corp | 384,487 | $83.3M | 0.00% | −3,807−1.0% | Reduced |
| Pendal Group Limited | 381,928 | $82.7M | 0.71% | +31,146+8.9% | Added |
| Geode Capital Management, LLC | 366,041 | $79.3M | 0.01% | +18,913+5.4% | Added |
| Renaissance Technologies LLC | 341,370 | $73.9M | 0.10% | −27,700−7.5% | Reduced |
| Artisan Partners Limited Partnership | 338,784 | $73.4M | 0.13% | −19,546−5.5% | Reduced |
| Invesco Ltd. | 334,440 | $72.4M | 0.02% | +2,254+0.7% | Added |
| Dimensional Fund Advisors LP | 301,994 | $65.4M | 0.02% | −3,894−1.3% | Reduced |
| Praesidium Investment Management Company, LLC | 298,676 | $64.7M | 6.57% | −28,608−8.7% | Reduced |
| Bank of New York Mellon Corp | 285,570 | $61.9M | 0.01% | −3,585−1.2% | Reduced |
| Norges Bank | 247,576 | $53.6M | 0.01% | +9,126+3.8% | Added |
| Allspring Global Investments Holdings, LLC | 232,220 | $50.3M | 0.09% | +132,021+131.8% | Added |
| Royce & Associates LP | 192,310 | $41.7M | 0.44% | +1,279+0.7% | Added |
| American Capital Management Inc | 184,448 | $39.9M | 1.56% | +871+0.5% | Added |
| Principal Financial Group Inc | 180,545 | $39.1M | 0.03% | −24,224−11.8% | Reduced |
| Charles Schwab Investment Management Inc | 163,777 | $35.5M | 0.01% | +7,334+4.7% | Added |
| Loomis Sayles & Co L P | 146,773 | $31.8M | 0.06% | +1,081+0.7% | Added |
| M&G Investment Management Ltd | 125,730 | $27.3M | 0.20% | +25,938+26.0% | Added |
| Northern Trust Corp | 117,799 | $25.5M | 0.01% | +8,065+7.3% | Added |
| Goldman Sachs Group Inc | 116,096 | $25.1M | 0.01% | +13,797+13.5% | Added |
| Lazard Asset Management LLC | 104,056 | $22.5M | 0.03% | +6,632+6.8% | Added |
| New York State Common Retirement Fund | 97,388 | $21.1M | 0.03% | −11,583−10.6% | Reduced |
| Copeland Capital Management, LLC | 94,003 | $20.4M | 0.54% | +33,167+54.5% | Added |
| Nuveen Asset Management, LLC | 85,273 | $18.5M | 0.01% | −5,732−6.3% | Reduced |
| Wells Fargo & Company | 85,199 | $18.5M | 0.01% | −4,325−4.8% | Reduced |
| SEI Investments Co | 84,422 | $18.3M | 0.04% | −439−0.5% | Reduced |
| Nordea Investment Management AB | 77,500 | $16.8M | 0.03% | −2,698−3.4% | Reduced |
| Confluence Investment Management LLC | 71,729 | $15.5M | 0.23% | −1,301−1.8% | Reduced |
| Cramer Rosenthal McGlynn LLC | 69,547 | $15.1M | 0.66% | +13,082+23.2% | Added |
| Chicago Capital, LLC | 67,213 | $14.6M | 0.81% | −2,426−3.5% | Reduced |
| Scout Investments, Inc. | 62,662 | $13.6M | 0.28% | +62,662 | New |
| Swiss National Bank | 61,500 | $13.3M | 0.01% | +700+1.2% | Added |
| Parnassus Investments | 60,210 | $13.0M | 0.03% | −6,699−10.0% | Reduced |
| Bridgeway Capital Management, LLC | 58,800 | $12.7M | 0.33% | +23,550+66.8% | Added |
| California Public Employees Retirement System | 54,558 | $11.8M | 0.01% | +1,299+2.4% | Added |
| Asset Management One Co.,Ltd. | 50,788 | $11.1M | 0.05% | +1,682+3.4% | Added |
| 2Xideas AG | 46,401 | $10.0M | 1.06% | +5,193+12.6% | Added |
| Ameriprise Financial Inc | 45,745 | $9.91M | 0.00% | +100+0.2% | Added |
| Segall Bryant & Hamill, LLC | 44,651 | $9.67M | 0.11% | −5,516−11.0% | Reduced |
| Credit Suisse AG | 44,578 | $9.66M | 0.01% | +12,817+40.4% | Added |
| Ci Investments Inc. | 43,281 | $9.37M | 0.05% | +43,068+20,219.7% | Added |
| Legal & General Group Plc | 42,895 | $9.29M | 0.00% | +503+1.2% | Added |
| UBS Asset Management Americas Inc | 41,518 | $8.99M | 0.00% | −2,045−4.7% | Reduced |
| TCW Group Inc | 37,404 | $8.10M | 0.12% | −22,057−37.1% | Reduced |
| Coronation Fund Managers Ltd. | 36,774 | $7.96M | 0.22% | +36,774 | New |
| Kornitzer Capital Management Inc | 35,993 | $7.80M | 0.16% | −525−1.4% | Reduced |
| Rhumbline Advisers | 32,946 | $7.14M | 0.01% | +1,405+4.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 32,206 | $6.97M | 0.02% | +1,618+5.3% | Added |
| National Bank of Canada | 32,202 | $6.97M | 0.02% | −26,991−45.6% | Reduced |
| California State Teachers Retirement System | 32,164 | $6.97M | 0.01% | +223+0.7% | Added |
| Man Group plc | 31,797 | $6.89M | 0.02% | −1,711−5.1% | Reduced |
| Price T Rowe Associates Inc | 31,123 | $6.74M | 0.00% | +662+2.2% | Added |
| Southeast Asset Advisors Inc. | 30,213 | $6.54M | 1.04% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 26,661 | $5.77M | 0.01% | 00.0% | Unchanged |
| Nicholas Company, Inc. | 26,320 | $5.70M | 0.12% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 25,384 | $5.50M | 0.00% | −3,460−12.0% | Reduced |
| Daiwa Securities Group Inc. | 23,886 | $5.17M | 0.04% | −1,350−5.3% | Reduced |
| Franklin Resources Inc | 23,255 | $5.04M | 0.00% | +798+3.6% | Added |
| HRT Financial LP | 23,144 | $5.01M | 0.07% | +1,651+7.7% | Added |
| State of Wisconsin Investment Board | 22,877 | $4.95M | 0.02% | −1,575−6.4% | Reduced |
| TownSquare Capital, LLC | 22,386 | $4.85M | 0.12% | +3,637+19.4% | Added |
| Russell Investments Group, Ltd. | 21,646 | $4.69M | 0.01% | +61+0.3% | Added |
| YHB Investment Advisors, Inc. | 19,103 | $4.14M | 0.44% | −378−1.9% | Reduced |
| Citadel Advisors LLC | 18,854 | $4.08M | 0.00% | −13,791−42.2% | Reduced |
| Raymond James & Associates | 17,228 | $3.73M | 0.00% | −120−0.7% | Reduced |
| Victory Capital Management Inc | 17,200 | $3.73M | 0.00% | +238+1.4% | Added |
| Marks Group Wealth Management, Inc | 16,350 | $3.54M | 0.48% | −180−1.1% | Reduced |
| George Kaiser Family Foundation | 15,890 | $3.44M | 0.51% | +795+5.3% | Added |
| Algert Global LLC | 15,666 | $3.39M | 0.19% | +2,000+14.6% | Added |
| Envestnet Asset Management Inc | 15,273 | $3.31M | 0.00% | +1,833+13.6% | Added |
| Qube Research & Technologies Ltd | 14,845 | $3.22M | 0.02% | −5,458−26.9% | Reduced |
| Squarepoint Ops LLC | 14,656 | $3.17M | 0.02% | +6,255+74.5% | Added |
| State of New Jersey Common Pension Fund D | 14,374 | $3.11M | 0.01% | 00.0% | Unchanged |
| Commerce Bank | 13,973 | $3.03M | 0.02% | 00.0% | Unchanged |
| Natixis | 13,800 | $2.99M | 0.02% | +5,800+72.5% | Added |
| Public Employees Retirement System of Ohio | 12,862 | $2.79M | 0.01% | +34+0.3% | Added |
| Ceera Investments, LLC | 12,566 | $2.72M | 1.72% | −94−0.7% | Reduced |
| Stifel Financial Corp | 12,455 | $2.70M | 0.00% | −1,130−8.3% | Reduced |
| Captrust Financial Advisors | 12,148 | $2.63M | 0.01% | −1,526−11.2% | Reduced |
| State of Alaska, Department of Revenue | 12,072 | $2.61M | 0.03% | +704+6.2% | Added |
| US Bancorp | 10,790 | $2.34M | 0.00% | −197−1.8% | Reduced |
| Treasurer of the State of North Carolina | 10,792 | $2.34M | 0.01% | +140+1.3% | Added |
| Quantinno Capital Management LP | 10,701 | $2.32M | 0.17% | +9,296+661.6% | Added |
| Cardinal Capital Management | 10,535 | $2.28M | 0.49% | +96+0.9% | Added |
| Barclays PLC | 10,401 | $2.25M | 0.00% | −5,051−32.7% | Reduced |
| Azzad Asset Management Inc | 10,251 | $2.22M | 0.35% | +483+4.9% | Added |
| Bright Rock Capital Management, LLC | 10,000 | $2.17M | 0.56% | 00.0% | Unchanged |
| M&T Bank Corp | 9,906 | $2.15M | 0.01% | +177+1.8% | Added |
| Alliancebernstein L.P. | 9,789 | $2.12M | 0.00% | +249+2.6% | Added |