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.
Q4 2022 vs. Q3 2022
How the institutions holding Morningstar, Inc. changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Of which not filed for Q4 2022 | Q4 2022 | Change |
|---|---|---|---|---|
| Holders | 311 | 7 | 318 | +14 |
| Shares | 23.5M | 1.11M | 23.7M | +1.33M (+5.9%) |
| Value | $4.99B | $236.0M | $5.14B | +$382.0M (+8.0%) |
7 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (43)
Institutions that held Morningstar, Inc. at the end of Q4 2022 but not at the end of Q3 2022.
Sold out (29)
Institutions that held Morningstar, Inc. at the end of Q3 2022 and filed for Q4 2022 without it.
Not filed for Q4 2022 yet (7)
Institutions that held Morningstar, Inc. at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Atlanta Capital Management Co L L C | 1,029,605 | $218.6M |
| Eaton Vance Management | 78,754 | $16.7M |
| Regentatlantic Capital LLC | 2,833 | $602.0K |
| Covington Capital Management | 175 | $37.0K |
| Wipfli Financial Advisors LLC, | 115 | $24.0K |
| FourThought Financial, LLC | 63 | $13.0K |
| American Portfolios Advisors | 59 | $12.5K |