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 |
|---|---|---|---|---|---|
| Invesco Ltd. | 334,440 | $72.4M | 0.02% | +2,254+0.7% | Added |
| Artisan Partners Limited Partnership | 338,784 | $73.4M | 0.13% | −19,546−5.5% | Reduced |
| Renaissance Technologies LLC | 341,370 | $73.9M | 0.10% | −27,700−7.5% | Reduced |
| Geode Capital Management, LLC | 366,041 | $79.3M | 0.01% | +18,913+5.4% | Added |
| Pendal Group Limited | 381,928 | $82.7M | 0.71% | +31,146+8.9% | Added |
| State Street Corp | 384,487 | $83.3M | 0.00% | −3,807−1.0% | Reduced |
| Millennium Management LLC | 417,175 | $90.4M | 0.10% | +4,840+1.2% | Added |
| FMR LLC | 465,951 | $100.9M | 0.01% | −133,192−22.2% | Reduced |
| Massachusetts Financial Services Co | 600,817 | $130.1M | 0.05% | +115,245+23.7% | Added |
| Wasatch Advisors Inc | 638,909 | $138.4M | 0.93% | −8,428−1.3% | Reduced |
| JPMorgan Chase & Co | 834,364 | $180.7M | 0.03% | +39,036+4.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 899,584 | $194.8M | 0.61% | −103,946−10.4% | Reduced |
| BlackRock Inc. | 1,096,221 | $237.4M | 0.01% | +43,747+4.2% | Added |
| Bamco Inc | 1,133,519 | $245.5M | 0.83% | −16,896−1.5% | Reduced |
| Morgan Stanley | 1,219,174 | $264.1M | 0.03% | +1,063,888+685.1% | Added |
| Bank of America Corp | 2,331,053 | $504.9M | 0.06% | +218,329+10.3% | Added |
| Vanguard Group Inc | 2,474,633 | $536.0M | 0.01% | +35,612+1.5% | Added |
| Select Equity Group, L.P. | 3,945,781 | $854.6M | 3.32% | −59,237−1.5% | Reduced |
| VGI Partners Ltd | 0 | $0 | 0.00% | −49,119−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −7,132−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −6,922−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −6,570−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −5,859−100.0% | Sold out |
| Fiera Capital Corp | 0 | $0 | 0.00% | −4,295−100.0% | Sold out |
| Grandeur Peak Global Advisors, LLC | 0 | $0 | 0.00% | −4,197−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −4,151−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −1,983−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −1,929−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −1,890−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −1,576−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −1,045−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −1,044−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −1,020−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −850−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −776−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −248−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −395−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −208−100.0% | Sold out |
| O'Dell Group, LLC | 0 | $0 | 0.00% | −166−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Standard Family Office LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| BerganKDV Wealth Management, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Atlanta Capital Management Co L L C | – | – | – | – | Not filed |
| Eaton Vance Management | – | – | – | – | Not filed |
| Regentatlantic Capital LLC | – | – | – | – | Not filed |
| Covington Capital Management | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |
| FourThought Financial, LLC | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |