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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 1,302 | $282.0K | 0.00% | +189+17.0% | Added |
| Parallel Advisors, LLC | 1,318 | $285.5K | 0.01% | −33−2.4% | Reduced |
| Simon Quick Advisors, LLC | 1,324 | $286.7K | 0.03% | +1,324 | New |
| Engineers Gate Manager LP | 1,326 | $287.2K | 0.02% | +1,326 | New |
| Point72 Middle East FZE | 1,343 | $290.9K | 0.02% | +1,343 | New |
| Montag A & Associates Inc | 1,400 | $303.2K | 0.02% | 00.0% | Unchanged |
| MetLife Investment Management | 1,410 | $305.4K | 0.00% | −36−2.5% | Reduced |
| Welch & Forbes LLC | 1,410 | $305.4K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 1,442 | $312.0K | 0.00% | +147+11.4% | Added |
| CIBC Private Wealth Group, LLC | 1,595 | $314.0K | 0.00% | 00.0% | Unchanged |
| Connable Office Inc | 1,470 | $318.0K | 0.05% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 1,483 | $321.2K | 0.04% | +1,483 | New |
| JustInvest LLC | 1,494 | $323.6K | 0.01% | −348−18.9% | Reduced |
| Connectus Wealth, LLC | 1,517 | $328.7K | 0.01% | +1+0.1% | Added |
| Inceptionr LLC | 1,561 | $338.1K | 0.18% | +1,561 | New |
| Nisa Investment Advisors, LLC | 1,576 | $341.0K | 0.00% | −693−30.5% | Reduced |
| FORA Capital, LLC | 1,627 | $352.4K | 0.06% | +1,627 | New |
| XTX Topco Ltd | 1,674 | $362.6K | 0.08% | +1,674 | New |
| Baird Financial Group, Inc. | 1,684 | $365.0K | 0.00% | +286+20.5% | Added |
| Alliance Wealth Advisors, LLC | 1,728 | $374.3K | 0.17% | +1,728 | New |
| LPL Financial LLC | 1,768 | $382.9K | 0.00% | +145+8.9% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 1,800 | $389.9K | 0.19% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 1,876 | $406.4K | 0.06% | +1+0.1% | Added |
| ProShare Advisors LLC | 1,914 | $414.6K | 0.00% | +231+13.7% | Added |
| Maryland State Retirement & Pension System | 1,914 | $414.6K | 0.01% | +1,914 | New |
| Schonfeld Strategic Advisors LLC | 1,929 | $417.8K | 0.00% | +625+47.9% | Added |
| Hanlon Investment Management, Inc. | 2,000 | $433.2K | 0.15% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 2,022 | $438.0K | 0.01% | −1,655−45.0% | Reduced |
| Creative Planning | 2,031 | $439.9K | 0.00% | +64+3.3% | Added |
| Truist Financial Corp | 2,051 | $444.2K | 0.00% | −439−17.6% | Reduced |
| DFPG Investments, LLC | 1,872 | $445.8K | 0.07% | +1,872 | New |
| PDT Partners, LLC | 2,103 | $455.5K | 0.07% | +2,103 | New |
| Walleye Capital LLC | 2,157 | $467.2K | 0.01% | +2,157 | New |
| Marshall Wace, LLP | 2,218 | $480.4K | 0.00% | +359+19.3% | Added |
| Vestmark Advisory Solutions, Inc. | 2,242 | $485.6K | 0.02% | +182+8.8% | Added |
| Bridgewater Associates, LP | 2,269 | $491.4K | 0.00% | +513+29.2% | Added |
| Planning Alternatives Ltd | 2,270 | $491.7K | 0.09% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 2,271 | $492.0K | 0.01% | 00.0% | Unchanged |
| Great West Life Assurance Co | 2,286 | $496.0K | 0.00% | −1,660−42.1% | Reduced |
| Leonteq Securities AG | 2,322 | $502.9K | 0.03% | +2,322 | New |
| Bank of Montreal | 2,321 | $509.6K | 0.00% | +297+14.7% | Added |
| Fiduciary Trust Co | 2,401 | $520.0K | 0.01% | −100−4.0% | Reduced |
| Precision Wealth Strategies, LLC | 2,452 | $531.1K | 0.55% | −44−1.8% | Reduced |
| MML Investors Services, LLC | 2,549 | $552.0K | 0.00% | +210+9.0% | Added |
| Legacy Advisors, LLC | 2,661 | $576.3K | 0.11% | +834+45.6% | Added |
| Public Employees Retirement Association of Colorado | 2,787 | $604.0K | 0.00% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 2,806 | $607.7K | 0.07% | −2,570−47.8% | Reduced |
| CI Private Wealth, LLC | 2,833 | $613.6K | 0.00% | +2,833 | New |
| Janney Montgomery Scott LLC | 2,862 | $620.0K | 0.00% | −27−0.9% | Reduced |
| Jane Street Group, LLC | 2,897 | $627.5K | 0.00% | −13,953−82.8% | Reduced |
| Accretive Wealth Partners, LLC | 2,929 | $634.4K | 0.44% | +73+2.6% | Added |
| Pictet Asset Management SA | 3,013 | $653.0K | 0.00% | +1,321+78.1% | Added |
| Bradley Foster & Sargent Inc | 3,021 | $654.3K | 0.02% | 00.0% | Unchanged |
| Covey Capital Advisors, LLC | 3,026 | $655.4K | 1.07% | −1,740−36.5% | Reduced |
| Cerity Partners LLC | 3,055 | $662.1K | 0.00% | −4,232−58.1% | Reduced |
| Handelsbanken Fonder AB | 3,072 | $665.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 3,120 | $675.8K | 0.01% | +415+15.3% | Added |
| Royal Bank of Canada | 3,194 | $692.0K | 0.00% | +241+8.2% | Added |
| Aquatic Capital Management LLC | 3,200 | $693.0K | 0.05% | +800+33.3% | Added |
| Echo Street Capital Management LLC | 3,377 | $731.4K | 0.01% | +3,377 | New |
| BCGM Wealth Management, LLC | 3,474 | $752.4K | 0.37% | −456−11.6% | Reduced |
| Twin Capital Management Inc | 3,523 | $763.0K | 0.10% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 3,573 | $773.9K | 0.00% | +3,573 | New |
| UBS Group AG | 3,596 | $778.9K | 0.00% | −2,699−42.9% | Reduced |
| Advisory Services Network, LLC | 3,596 | $778.9K | 0.02% | +23+0.6% | Added |
| Alps Advisors Inc | 3,621 | $784.3K | 0.01% | +374+11.5% | Added |
| Baker Tilly Wealth Management, LLC | 3,636 | $787.5K | 0.10% | −207−5.4% | Reduced |
| Avantax Advisory Services, Inc. | 3,670 | $794.9K | 0.01% | +65+1.8% | Added |
| Veritable, L.P. | 3,676 | $796.2K | 0.01% | −212−5.5% | Reduced |
| First Trust Advisors LP | 3,738 | $809.6K | 0.00% | −9,651−72.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,767 | $815.9K | 0.00% | +528+16.3% | Added |
| Arbor Capital Management Inc | 3,761 | $816.6K | 0.73% | −313−7.7% | Reduced |
| Intech Investment Management LLC | 4,035 | $873.9K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,050 | $877.2K | 0.00% | −541−11.8% | Reduced |
| D. E. Shaw & Co., Inc. | 4,347 | $941.5K | 0.00% | −6,564−60.2% | Reduced |
| Utah Retirement Systems | 4,385 | $949.7K | 0.02% | 00.0% | Unchanged |
| Martin Capital Advisors, LLP | 4,439 | $961.4K | 1.07% | +455+11.4% | Added |
| Citigroup Inc | 4,473 | $968.8K | 0.00% | +162+3.8% | Added |
| Johnson Investment Counsel Inc | 4,508 | $976.4K | 0.01% | −145−3.1% | Reduced |
| Yorktown Management & Research Co Inc | 4,700 | $1.02M | 1.24% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 4,951 | $1.07M | 0.00% | +515+11.6% | Added |
| Black Creek Investment Management Inc. | 5,000 | $1.08M | 0.05% | 00.0% | Unchanged |
| CIBC World Markets Corp | 5,000 | $1.08M | 0.01% | +5,000 | New |
| Sepio Capital, LP | 5,064 | $1.10M | 0.09% | −76−1.5% | Reduced |
| Duality Advisers, LP | 5,070 | $1.10M | 0.12% | −2,462−32.7% | Reduced |
| Alberta Investment Management Corp | 5,294 | $1.15M | 0.01% | −14,621−73.4% | Reduced |
| Lighthouse Investment Partners, LLC | 5,526 | $1.20M | 0.22% | +5,526 | New |
| Amalgamated Bank | 5,592 | $1.21M | 0.01% | +47+0.8% | Added |
| Mawer Investment Management Ltd. | 5,662 | $1.23M | 0.01% | +1,020+22.0% | Added |
| Linden Thomas Advisory Services, LLC | 5,669 | $1.23M | 0.35% | +5,669 | New |
| Janus Henderson Group PLC | 5,805 | $1.26M | 0.00% | +5,805 | New |
| Bank of Stockton | 5,948 | $1.29M | 0.45% | −289−4.6% | Reduced |
| Davy Global Fund Management Ltd | 6,022 | $1.30M | 0.27% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 6,174 | $1.34M | 0.00% | −2,023−24.7% | Reduced |
| Buckingham Strategic Wealth, LLC | 6,224 | $1.35M | 0.02% | 00.0% | Unchanged |
| Empire Life Investments Inc. | 6,393 | $1.39M | 0.10% | −15−0.2% | Reduced |
| Ashford Capital Management Inc | 6,396 | $1.39M | 0.21% | −212−3.2% | Reduced |
| Ensign Peak Advisors, Inc | 6,480 | $1.40M | 0.00% | +2,050+46.3% | Added |
| Two Sigma Advisers, LP | 6,500 | $1.41M | 0.00% | −100−1.5% | Reduced |
| Blair William & Co | 6,571 | $1.42M | 0.01% | −82−1.2% | Reduced |