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 |
|---|---|---|---|---|---|
| Belpointe Asset Management LLC | 1 | $217 | 0.00% | +1 | New |
| CoreCap Advisors, LLC | 1 | $217 | 0.00% | +1 | New |
| Baker Avenue Asset Management, LP | 2 | $433 | 0.00% | +2 | New |
| SRS Capital Advisors, Inc. | 2 | $433 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 217 | $618 | 0.01% | +217 | New |
| Dark Forest Capital Management LP | 3 | $650 | 0.00% | −13−81.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 4 | $866 | 0.00% | −10−71.4% | Reduced |
| Glassman Wealth Services | 4 | $866 | 0.00% | −3−42.9% | Reduced |
| Lindbrook Capital, LLC | 4 | $866 | 0.00% | +4 | New |
| Disciplined Investments, LLC | 6 | $1.30K | 0.00% | −3−33.3% | Reduced |
| SJS Investment Consulting Inc. | 8 | $1.73K | 0.00% | +4+100.0% | Added |
| Concord Wealth Partners | 10 | $2.17K | 0.00% | +10 | New |
| Accurate Wealth Management, LLC | 10 | $2.34K | 0.00% | +10 | New |
| Beaird Harris Wealth Management, LLC | 11 | $2.38K | 0.00% | +11 | New |
| Asset Dedication, LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 15 | $3.25K | 0.00% | 00.0% | Unchanged |
| Amundi | 15 | $3.57K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 17 | $3.68K | 0.00% | +1+6.3% | Added |
| Vigilant Capital Management, LLC | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 23 | $4.98K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 24 | $5.20K | 0.00% | −5−17.2% | Reduced |
| Ronald Blue Trust, Inc. | 34 | $7.00K | 0.00% | +2+6.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 32 | $7.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 51 | $11.0K | 0.01% | −64−55.7% | Reduced |
| Riverview Trust Co | 57 | $12.0K | 0.01% | +57 | New |
| City Holding Co | 62 | $13.4K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 63 | $13.6K | 0.00% | +15+31.3% | Added |
| Centerpoint Advisors, LLC | 63 | $14.0K | 0.01% | +63 | New |
| Capital Advisors, Ltd. LLC | 70 | $15.0K | 0.00% | −4−5.4% | Reduced |
| Bank of New Hampshire | 76 | $16.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 76 | $16.4K | 0.01% | +1+1.3% | Added |
| Bradley & Co. Private Wealth Management, LLC | 83 | $18.0K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 84 | $18.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 85 | $18.4K | 0.00% | −2−2.3% | Reduced |
| Ellevest, Inc. | 88 | $19.1K | 0.00% | +34+63.0% | Added |
| TCI Wealth Advisors, Inc. | 96 | $20.8K | 0.00% | +65+209.7% | Added |
| Earnest Partners LLC | 100 | $21.7K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 100 | $22.0K | 0.00% | +100 | New |
| AdvisorNet Financial, Inc | 102 | $22.1K | 0.00% | +11+12.1% | Added |
| Steward Partners Investment Advisory, LLC | 109 | $23.6K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 120 | $26.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 123 | $27.0K | 0.01% | +123 | New |
| First Horizon Advisors, Inc. | 125 | $27.2K | 0.00% | +4+3.3% | Added |
| Fifth Third Bancorp | 127 | $27.5K | 0.00% | −16−11.2% | Reduced |
| Central Trust Co | 130 | $28.2K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 141 | $30.5K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 141 | $30.5K | 0.00% | +61+76.3% | Added |
| Allworth Financial LP | 150 | $32.5K | 0.00% | +62+70.5% | Added |
| Meeder Asset Management Inc | 152 | $32.9K | 0.00% | +150+7,500.0% | Added |
| Rockefeller Capital Management L.P. | 169 | $36.0K | 0.00% | −9−5.1% | Reduced |
| JJJ Advisors Inc. | 164 | $39.2K | 0.01% | +19+13.1% | Added |
| Cullen/Frost Bankers, Inc. | 200 | $43.3K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 200 | $43.3K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 203 | $44.0K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 221 | $48.0K | 0.00% | −391−63.9% | Reduced |
| Harvest Fund Management Co., Ltd | 225 | $49.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 228 | $49.4K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 262 | $57.0K | 0.00% | −30−10.3% | Reduced |
| IFP Advisors, Inc | 351 | $61.0K | 0.00% | −11−3.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 291 | $63.0K | 0.00% | −24,788−98.8% | Reduced |
| 3Chopt Investment Partners, LLC | 300 | $65.0K | 0.04% | +300 | New |
| One Wealth Advisors, LLC | 331 | $71.7K | 0.02% | +331 | New |
| Harbor Capital Advisors, Inc. | 332 | $71.9K | 0.07% | −27−7.5% | Reduced |
| McIlrath & Eck, LLC | 344 | $74.5K | 0.02% | 00.0% | Unchanged |
| American International Group, Inc. | 369 | $79.9K | 0.00% | −9−2.4% | Reduced |
| Column Capital Advisors, LLC | 399 | $86.4K | 0.01% | +22+5.8% | Added |
| Quadrant Capital Group LLC | 430 | $93.1K | 0.01% | +49+12.9% | Added |
| Umb Bank N A | 475 | $103.0K | 0.00% | −250−34.5% | Reduced |
| Dundas Partners LLP | 509 | $110.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 566 | $122.6K | 0.00% | +109+23.9% | Added |
| GWM Advisors LLC | 3,611 | $123.5K | 0.00% | +661+22.4% | Added |
| North Star Investment Management Corp. | 612 | $132.6K | 0.01% | −100−14.0% | Reduced |
| PEAK6 Investments LLC | 690 | $149.4K | 0.01% | +690 | New |
| Tower Research Capital LLC (TRC) | 745 | $162.0K | 0.01% | −349−31.9% | Reduced |
| Van Eck Associates Corp | 806 | $175.0K | 0.00% | +78+10.7% | Added |
| The PNC Financial Services Group, Inc. | 901 | $195.1K | 0.00% | +9+1.0% | Added |
| Quantbot Technologies LP | 948 | $205.3K | 0.01% | −1,560−62.2% | Reduced |
| First Manhattan Co | 951 | $206.0K | 0.00% | −42−4.2% | Reduced |
| Prudential Financial Inc | 951 | $206.1K | 0.00% | −50,165−98.1% | Reduced |
| Ethic Inc. | 960 | $207.9K | 0.01% | +960 | New |
| Jump Financial, LLC | 966 | $209.2K | 0.01% | +966 | New |
| Cubist Systematic Strategies, LLC | 972 | $210.5K | 0.00% | −1,220−55.7% | Reduced |
| Kestra Advisory Services, LLC | 980 | $212.3K | 0.00% | +980 | New |
| Bard Financial Services, Inc. | 1,000 | $217.0K | 0.02% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 1,003 | $217.2K | 0.13% | 00.0% | Unchanged |
| HSBC Holdings PLC | 1,030 | $222.7K | 0.00% | +1,030 | New |
| Raymond James Trust N.A. | 1,055 | $228.0K | 0.01% | +92+9.6% | Added |
| Davenport & Co LLC | 1,074 | $233.0K | 0.00% | 00.0% | Unchanged |
| Dearborn Partners LLC | 1,085 | $235.0K | 0.01% | −213−16.4% | Reduced |
| HM Payson & Co | 1,100 | $238.2K | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 1,128 | $244.3K | 0.00% | −13−1.1% | Reduced |
| Heartland Bank & Trust Co | 1,130 | $244.7K | 0.18% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 1,150 | $249.1K | 0.06% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 1,152 | $249.5K | 0.00% | −487−29.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,202 | $260.3K | 0.05% | −326−21.3% | Reduced |
| BTC Capital Management, Inc. | 1,247 | $270.1K | 0.03% | +25+2.0% | Added |
| HBK Sorce Advisory LLC | 1,296 | $281.0K | 0.01% | +46+3.7% | Added |
| American Century Companies Inc | 1,298 | $281.1K | 0.00% | +165+14.6% | Added |
| Synovus Financial Corp | 1,299 | $281.4K | 0.00% | +39+3.1% | Added |
| Shell Asset Management Co | 1,302 | $282.0K | 0.01% | −276−17.5% | Reduced |