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 |
|---|---|---|---|---|---|
| Pallas Capital Advisors LLC | 6,107 | $1.47M | 0.15% | +143+2.4% | Added |
| Teacher Retirement System of Texas | 7,017 | $1.52M | 0.01% | −325−4.4% | Reduced |
| Arizona State Retirement System | 7,192 | $1.56M | 0.02% | +225+3.2% | Added |
| Alamar Capital Management, LLC | 7,329 | $1.59M | 1.63% | −95−1.3% | Reduced |
| Atria Investments LLC | 7,640 | $1.65M | 0.03% | −378−4.7% | Reduced |
| Commonwealth Equity Services, LLC | 7,652 | $1.66M | 0.00% | +2,587+51.1% | Added |
| HighTower Advisors, LLC | 8,193 | $1.77M | 0.00% | −143−1.7% | Reduced |
| Neuberger Berman Group LLC | 8,221 | $1.78M | 0.00% | −651−7.3% | Reduced |
| Henshaw Capital LLC | 8,290 | $1.80M | 0.12% | +13+0.2% | Added |
| Bessemer Group Inc | 8,445 | $1.83M | 0.00% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 8,500 | $1.84M | 0.66% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 8,913 | $1.93M | 1.52% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 8,970 | $1.94M | 0.03% | +40+0.4% | Added |
| AQR Capital Management LLC | 9,078 | $1.97M | 0.00% | −1,705−15.8% | Reduced |
| Twinbeech Capital LP | 9,374 | $2.03M | 0.04% | +9,374 | New |
| Deutsche Bank AG | 9,393 | $2.03M | 0.00% | +3,204+51.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 9,627 | $2.09M | 0.04% | +2,666+38.3% | Added |
| Voya Investment Management LLC | 9,640 | $2.09M | 0.00% | −114−1.2% | Reduced |
| Alliancebernstein L.P. | 9,789 | $2.12M | 0.00% | +249+2.6% | Added |
| M&T Bank Corp | 9,906 | $2.15M | 0.01% | +177+1.8% | Added |
| Bright Rock Capital Management, LLC | 10,000 | $2.17M | 0.56% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 10,251 | $2.22M | 0.35% | +483+4.9% | Added |
| Barclays PLC | 10,401 | $2.25M | 0.00% | −5,051−32.7% | Reduced |
| Cardinal Capital Management | 10,535 | $2.28M | 0.49% | +96+0.9% | Added |
| Quantinno Capital Management LP | 10,701 | $2.32M | 0.17% | +9,296+661.6% | Added |
| Treasurer of the State of North Carolina | 10,792 | $2.34M | 0.01% | +140+1.3% | Added |
| US Bancorp | 10,790 | $2.34M | 0.00% | −197−1.8% | Reduced |
| State of Alaska, Department of Revenue | 12,072 | $2.61M | 0.03% | +704+6.2% | Added |
| Captrust Financial Advisors | 12,148 | $2.63M | 0.01% | −1,526−11.2% | Reduced |
| Stifel Financial Corp | 12,455 | $2.70M | 0.00% | −1,130−8.3% | Reduced |
| Ceera Investments, LLC | 12,566 | $2.72M | 1.72% | −94−0.7% | Reduced |
| Public Employees Retirement System of Ohio | 12,862 | $2.79M | 0.01% | +34+0.3% | Added |
| Natixis | 13,800 | $2.99M | 0.02% | +5,800+72.5% | Added |
| Commerce Bank | 13,973 | $3.03M | 0.02% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 14,374 | $3.11M | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 14,656 | $3.17M | 0.02% | +6,255+74.5% | Added |
| Qube Research & Technologies Ltd | 14,845 | $3.22M | 0.02% | −5,458−26.9% | Reduced |
| Envestnet Asset Management Inc | 15,273 | $3.31M | 0.00% | +1,833+13.6% | Added |
| Algert Global LLC | 15,666 | $3.39M | 0.19% | +2,000+14.6% | Added |
| George Kaiser Family Foundation | 15,890 | $3.44M | 0.51% | +795+5.3% | Added |
| Marks Group Wealth Management, Inc | 16,350 | $3.54M | 0.48% | −180−1.1% | Reduced |
| Victory Capital Management Inc | 17,200 | $3.73M | 0.00% | +238+1.4% | Added |
| Raymond James & Associates | 17,228 | $3.73M | 0.00% | −120−0.7% | Reduced |
| Citadel Advisors LLC | 18,854 | $4.08M | 0.00% | −13,791−42.2% | Reduced |
| YHB Investment Advisors, Inc. | 19,103 | $4.14M | 0.44% | −378−1.9% | Reduced |
| Russell Investments Group, Ltd. | 21,646 | $4.69M | 0.01% | +61+0.3% | Added |
| TownSquare Capital, LLC | 22,386 | $4.85M | 0.12% | +3,637+19.4% | Added |
| State of Wisconsin Investment Board | 22,877 | $4.95M | 0.02% | −1,575−6.4% | Reduced |
| HRT Financial LP | 23,144 | $5.01M | 0.07% | +1,651+7.7% | Added |
| Franklin Resources Inc | 23,255 | $5.04M | 0.00% | +798+3.6% | Added |
| Daiwa Securities Group Inc. | 23,886 | $5.17M | 0.04% | −1,350−5.3% | Reduced |
| Fisher Asset Management, LLC | 25,384 | $5.50M | 0.00% | −3,460−12.0% | Reduced |
| Nicholas Company, Inc. | 26,320 | $5.70M | 0.12% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 26,661 | $5.77M | 0.01% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 30,213 | $6.54M | 1.04% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 31,123 | $6.74M | 0.00% | +662+2.2% | Added |
| Man Group plc | 31,797 | $6.89M | 0.02% | −1,711−5.1% | Reduced |
| California State Teachers Retirement System | 32,164 | $6.97M | 0.01% | +223+0.7% | Added |
| National Bank of Canada | 32,202 | $6.97M | 0.02% | −26,991−45.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 32,206 | $6.97M | 0.02% | +1,618+5.3% | Added |
| Rhumbline Advisers | 32,946 | $7.14M | 0.01% | +1,405+4.5% | Added |
| Kornitzer Capital Management Inc | 35,993 | $7.80M | 0.16% | −525−1.4% | Reduced |
| Coronation Fund Managers Ltd. | 36,774 | $7.96M | 0.22% | +36,774 | New |
| TCW Group Inc | 37,404 | $8.10M | 0.12% | −22,057−37.1% | Reduced |
| UBS Asset Management Americas Inc | 41,518 | $8.99M | 0.00% | −2,045−4.7% | Reduced |
| Legal & General Group Plc | 42,895 | $9.29M | 0.00% | +503+1.2% | Added |
| Ci Investments Inc. | 43,281 | $9.37M | 0.05% | +43,068+20,219.7% | Added |
| Credit Suisse AG | 44,578 | $9.66M | 0.01% | +12,817+40.4% | Added |
| Segall Bryant & Hamill, LLC | 44,651 | $9.67M | 0.11% | −5,516−11.0% | Reduced |
| Ameriprise Financial Inc | 45,745 | $9.91M | 0.00% | +100+0.2% | Added |
| 2Xideas AG | 46,401 | $10.0M | 1.06% | +5,193+12.6% | Added |
| Asset Management One Co.,Ltd. | 50,788 | $11.1M | 0.05% | +1,682+3.4% | Added |
| California Public Employees Retirement System | 54,558 | $11.8M | 0.01% | +1,299+2.4% | Added |
| Bridgeway Capital Management, LLC | 58,800 | $12.7M | 0.33% | +23,550+66.8% | Added |
| Parnassus Investments | 60,210 | $13.0M | 0.03% | −6,699−10.0% | Reduced |
| Swiss National Bank | 61,500 | $13.3M | 0.01% | +700+1.2% | Added |
| Scout Investments, Inc. | 62,662 | $13.6M | 0.28% | +62,662 | New |
| Chicago Capital, LLC | 67,213 | $14.6M | 0.81% | −2,426−3.5% | Reduced |
| Cramer Rosenthal McGlynn LLC | 69,547 | $15.1M | 0.66% | +13,082+23.2% | Added |
| Confluence Investment Management LLC | 71,729 | $15.5M | 0.23% | −1,301−1.8% | Reduced |
| Nordea Investment Management AB | 77,500 | $16.8M | 0.03% | −2,698−3.4% | Reduced |
| SEI Investments Co | 84,422 | $18.3M | 0.04% | −439−0.5% | Reduced |
| Wells Fargo & Company | 85,199 | $18.5M | 0.01% | −4,325−4.8% | Reduced |
| Nuveen Asset Management, LLC | 85,273 | $18.5M | 0.01% | −5,732−6.3% | Reduced |
| Copeland Capital Management, LLC | 94,003 | $20.4M | 0.54% | +33,167+54.5% | Added |
| New York State Common Retirement Fund | 97,388 | $21.1M | 0.03% | −11,583−10.6% | Reduced |
| Lazard Asset Management LLC | 104,056 | $22.5M | 0.03% | +6,632+6.8% | Added |
| Goldman Sachs Group Inc | 116,096 | $25.1M | 0.01% | +13,797+13.5% | Added |
| Northern Trust Corp | 117,799 | $25.5M | 0.01% | +8,065+7.3% | Added |
| M&G Investment Management Ltd | 125,730 | $27.3M | 0.20% | +25,938+26.0% | Added |
| Loomis Sayles & Co L P | 146,773 | $31.8M | 0.06% | +1,081+0.7% | Added |
| Charles Schwab Investment Management Inc | 163,777 | $35.5M | 0.01% | +7,334+4.7% | Added |
| Principal Financial Group Inc | 180,545 | $39.1M | 0.03% | −24,224−11.8% | Reduced |
| American Capital Management Inc | 184,448 | $39.9M | 1.56% | +871+0.5% | Added |
| Royce & Associates LP | 192,310 | $41.7M | 0.44% | +1,279+0.7% | Added |
| Allspring Global Investments Holdings, LLC | 232,220 | $50.3M | 0.09% | +132,021+131.8% | Added |
| Norges Bank | 247,576 | $53.6M | 0.01% | +9,126+3.8% | Added |
| Bank of New York Mellon Corp | 285,570 | $61.9M | 0.01% | −3,585−1.2% | Reduced |
| Praesidium Investment Management Company, LLC | 298,676 | $64.7M | 6.57% | −28,608−8.7% | Reduced |
| Dimensional Fund Advisors LP | 301,994 | $65.4M | 0.02% | −3,894−1.3% | Reduced |