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 |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 9,640 | $2.09M | 0.00% | −114−1.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 9,627 | $2.09M | 0.04% | +2,666+38.3% | Added |
| Deutsche Bank AG | 9,393 | $2.03M | 0.00% | +3,204+51.8% | Added |
| Twinbeech Capital LP | 9,374 | $2.03M | 0.04% | +9,374 | New |
| AQR Capital Management LLC | 9,078 | $1.97M | 0.00% | −1,705−15.8% | Reduced |
| Oppenheimer Asset Management Inc. | 8,970 | $1.94M | 0.03% | +40+0.4% | Added |
| Kensington Investment Counsel, LLC | 8,913 | $1.93M | 1.52% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 8,500 | $1.84M | 0.66% | 00.0% | Unchanged |
| Bessemer Group Inc | 8,445 | $1.83M | 0.00% | 00.0% | Unchanged |
| Henshaw Capital LLC | 8,290 | $1.80M | 0.12% | +13+0.2% | Added |
| Neuberger Berman Group LLC | 8,221 | $1.78M | 0.00% | −651−7.3% | Reduced |
| HighTower Advisors, LLC | 8,193 | $1.77M | 0.00% | −143−1.7% | Reduced |
| Commonwealth Equity Services, LLC | 7,652 | $1.66M | 0.00% | +2,587+51.1% | Added |
| Atria Investments LLC | 7,640 | $1.65M | 0.03% | −378−4.7% | Reduced |
| Alamar Capital Management, LLC | 7,329 | $1.59M | 1.63% | −95−1.3% | Reduced |
| Arizona State Retirement System | 7,192 | $1.56M | 0.02% | +225+3.2% | Added |
| Teacher Retirement System of Texas | 7,017 | $1.52M | 0.01% | −325−4.4% | Reduced |
| Pallas Capital Advisors LLC | 6,107 | $1.47M | 0.15% | +143+2.4% | Added |
| Blair William & Co | 6,571 | $1.42M | 0.01% | −82−1.2% | Reduced |
| Two Sigma Advisers, LP | 6,500 | $1.41M | 0.00% | −100−1.5% | Reduced |
| Ensign Peak Advisors, Inc | 6,480 | $1.40M | 0.00% | +2,050+46.3% | Added |
| Ashford Capital Management Inc | 6,396 | $1.39M | 0.21% | −212−3.2% | Reduced |
| Empire Life Investments Inc. | 6,393 | $1.39M | 0.10% | −15−0.2% | Reduced |
| Buckingham Strategic Wealth, LLC | 6,224 | $1.35M | 0.02% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 6,174 | $1.34M | 0.00% | −2,023−24.7% | Reduced |
| Davy Global Fund Management Ltd | 6,022 | $1.30M | 0.27% | 00.0% | Unchanged |
| Bank of Stockton | 5,948 | $1.29M | 0.45% | −289−4.6% | Reduced |
| Janus Henderson Group PLC | 5,805 | $1.26M | 0.00% | +5,805 | New |
| Linden Thomas Advisory Services, LLC | 5,669 | $1.23M | 0.35% | +5,669 | New |
| Mawer Investment Management Ltd. | 5,662 | $1.23M | 0.01% | +1,020+22.0% | Added |
| Amalgamated Bank | 5,592 | $1.21M | 0.01% | +47+0.8% | Added |
| Lighthouse Investment Partners, LLC | 5,526 | $1.20M | 0.22% | +5,526 | New |
| Alberta Investment Management Corp | 5,294 | $1.15M | 0.01% | −14,621−73.4% | Reduced |
| Duality Advisers, LP | 5,070 | $1.10M | 0.12% | −2,462−32.7% | Reduced |
| Sepio Capital, LP | 5,064 | $1.10M | 0.09% | −76−1.5% | Reduced |
| 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 |
| First Republic Investment Management, Inc. | 4,951 | $1.07M | 0.00% | +515+11.6% | Added |
| Yorktown Management & Research Co Inc | 4,700 | $1.02M | 1.24% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 4,508 | $976.4K | 0.01% | −145−3.1% | Reduced |
| Citigroup Inc | 4,473 | $968.8K | 0.00% | +162+3.8% | Added |
| Martin Capital Advisors, LLP | 4,439 | $961.4K | 1.07% | +455+11.4% | Added |
| Utah Retirement Systems | 4,385 | $949.7K | 0.02% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 4,347 | $941.5K | 0.00% | −6,564−60.2% | Reduced |
| Advisor Group Holdings, Inc. | 4,050 | $877.2K | 0.00% | −541−11.8% | Reduced |
| Intech Investment Management LLC | 4,035 | $873.9K | 0.01% | 00.0% | Unchanged |
| Arbor Capital Management Inc | 3,761 | $816.6K | 0.73% | −313−7.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,767 | $815.9K | 0.00% | +528+16.3% | Added |
| First Trust Advisors LP | 3,738 | $809.6K | 0.00% | −9,651−72.1% | Reduced |
| Veritable, L.P. | 3,676 | $796.2K | 0.01% | −212−5.5% | Reduced |
| Avantax Advisory Services, Inc. | 3,670 | $794.9K | 0.01% | +65+1.8% | Added |
| Baker Tilly Wealth Management, LLC | 3,636 | $787.5K | 0.10% | −207−5.4% | Reduced |
| Alps Advisors Inc | 3,621 | $784.3K | 0.01% | +374+11.5% | Added |
| Advisory Services Network, LLC | 3,596 | $778.9K | 0.02% | +23+0.6% | Added |
| UBS Group AG | 3,596 | $778.9K | 0.00% | −2,699−42.9% | Reduced |
| Mackenzie Financial Corp | 3,573 | $773.9K | 0.00% | +3,573 | New |
| Twin Capital Management Inc | 3,523 | $763.0K | 0.10% | 00.0% | Unchanged |
| BCGM Wealth Management, LLC | 3,474 | $752.4K | 0.37% | −456−11.6% | Reduced |
| Echo Street Capital Management LLC | 3,377 | $731.4K | 0.01% | +3,377 | New |
| Aquatic Capital Management LLC | 3,200 | $693.0K | 0.05% | +800+33.3% | Added |
| Royal Bank of Canada | 3,194 | $692.0K | 0.00% | +241+8.2% | Added |
| Xponance, Inc. | 3,120 | $675.8K | 0.01% | +415+15.3% | Added |
| Handelsbanken Fonder AB | 3,072 | $665.0K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 3,055 | $662.1K | 0.00% | −4,232−58.1% | Reduced |
| Covey Capital Advisors, LLC | 3,026 | $655.4K | 1.07% | −1,740−36.5% | Reduced |
| Bradley Foster & Sargent Inc | 3,021 | $654.3K | 0.02% | 00.0% | Unchanged |
| Pictet Asset Management SA | 3,013 | $653.0K | 0.00% | +1,321+78.1% | Added |
| Accretive Wealth Partners, LLC | 2,929 | $634.4K | 0.44% | +73+2.6% | Added |
| Jane Street Group, LLC | 2,897 | $627.5K | 0.00% | −13,953−82.8% | Reduced |
| Janney Montgomery Scott LLC | 2,862 | $620.0K | 0.00% | −27−0.9% | Reduced |
| CI Private Wealth, LLC | 2,833 | $613.6K | 0.00% | +2,833 | New |
| Eqis Capital Management, Inc. | 2,806 | $607.7K | 0.07% | −2,570−47.8% | Reduced |
| Public Employees Retirement Association of Colorado | 2,787 | $604.0K | 0.00% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 2,661 | $576.3K | 0.11% | +834+45.6% | Added |
| MML Investors Services, LLC | 2,549 | $552.0K | 0.00% | +210+9.0% | Added |
| Precision Wealth Strategies, LLC | 2,452 | $531.1K | 0.55% | −44−1.8% | Reduced |
| Fiduciary Trust Co | 2,401 | $520.0K | 0.01% | −100−4.0% | Reduced |
| Bank of Montreal | 2,321 | $509.6K | 0.00% | +297+14.7% | Added |
| Leonteq Securities AG | 2,322 | $502.9K | 0.03% | +2,322 | New |
| Great West Life Assurance Co | 2,286 | $496.0K | 0.00% | −1,660−42.1% | Reduced |
| Illinois Municipal Retirement Fund | 2,271 | $492.0K | 0.01% | 00.0% | Unchanged |
| Planning Alternatives Ltd | 2,270 | $491.7K | 0.09% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 2,269 | $491.4K | 0.00% | +513+29.2% | Added |
| Vestmark Advisory Solutions, Inc. | 2,242 | $485.6K | 0.02% | +182+8.8% | Added |
| Marshall Wace, LLP | 2,218 | $480.4K | 0.00% | +359+19.3% | Added |
| Walleye Capital LLC | 2,157 | $467.2K | 0.01% | +2,157 | New |
| PDT Partners, LLC | 2,103 | $455.5K | 0.07% | +2,103 | New |
| DFPG Investments, LLC | 1,872 | $445.8K | 0.07% | +1,872 | New |
| Truist Financial Corp | 2,051 | $444.2K | 0.00% | −439−17.6% | Reduced |
| Creative Planning | 2,031 | $439.9K | 0.00% | +64+3.3% | Added |
| ExodusPoint Capital Management, LP | 2,022 | $438.0K | 0.01% | −1,655−45.0% | Reduced |
| Hanlon Investment Management, Inc. | 2,000 | $433.2K | 0.15% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 1,929 | $417.8K | 0.00% | +625+47.9% | 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 |
| Pekin Hardy Strauss, Inc. | 1,876 | $406.4K | 0.06% | +1+0.1% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 1,800 | $389.9K | 0.19% | 00.0% | Unchanged |
| LPL Financial LLC | 1,768 | $382.9K | 0.00% | +145+8.9% | Added |
| Alliance Wealth Advisors, LLC | 1,728 | $374.3K | 0.17% | +1,728 | New |
| Baird Financial Group, Inc. | 1,684 | $365.0K | 0.00% | +286+20.5% | Added |