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 |
|---|---|---|---|---|---|
| XTX Topco Ltd | 1,674 | $362.6K | 0.08% | +1,674 | New |
| FORA Capital, LLC | 1,627 | $352.4K | 0.06% | +1,627 | New |
| Nisa Investment Advisors, LLC | 1,576 | $341.0K | 0.00% | −693−30.5% | Reduced |
| Inceptionr LLC | 1,561 | $338.1K | 0.18% | +1,561 | New |
| Connectus Wealth, LLC | 1,517 | $328.7K | 0.01% | +1+0.1% | Added |
| JustInvest LLC | 1,494 | $323.6K | 0.01% | −348−18.9% | Reduced |
| SYSTM Wealth Solutions LLC | 1,483 | $321.2K | 0.04% | +1,483 | New |
| Connable Office Inc | 1,470 | $318.0K | 0.05% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,595 | $314.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 1,442 | $312.0K | 0.00% | +147+11.4% | Added |
| Welch & Forbes LLC | 1,410 | $305.4K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 1,410 | $305.4K | 0.00% | −36−2.5% | Reduced |
| Montag A & Associates Inc | 1,400 | $303.2K | 0.02% | 00.0% | Unchanged |
| Point72 Middle East FZE | 1,343 | $290.9K | 0.02% | +1,343 | New |
| Engineers Gate Manager LP | 1,326 | $287.2K | 0.02% | +1,326 | New |
| Simon Quick Advisors, LLC | 1,324 | $286.7K | 0.03% | +1,324 | New |
| Parallel Advisors, LLC | 1,318 | $285.5K | 0.01% | −33−2.4% | Reduced |
| Shell Asset Management Co | 1,302 | $282.0K | 0.01% | −276−17.5% | Reduced |
| Manufacturers Life Insurance Company, The | 1,302 | $282.0K | 0.00% | +189+17.0% | Added |
| Synovus Financial Corp | 1,299 | $281.4K | 0.00% | +39+3.1% | Added |
| American Century Companies Inc | 1,298 | $281.1K | 0.00% | +165+14.6% | Added |
| HBK Sorce Advisory LLC | 1,296 | $281.0K | 0.01% | +46+3.7% | Added |
| BTC Capital Management, Inc. | 1,247 | $270.1K | 0.03% | +25+2.0% | Added |
| Procyon Private Wealth Partners, LLC | 1,202 | $260.3K | 0.05% | −326−21.3% | Reduced |
| CIBC Asset Management Inc | 1,152 | $249.5K | 0.00% | −487−29.7% | Reduced |
| Capital Investment Counsel, Inc | 1,150 | $249.1K | 0.06% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 1,130 | $244.7K | 0.18% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 1,128 | $244.3K | 0.00% | −13−1.1% | Reduced |
| HM Payson & Co | 1,100 | $238.2K | 0.01% | 00.0% | Unchanged |
| Dearborn Partners LLC | 1,085 | $235.0K | 0.01% | −213−16.4% | Reduced |
| Davenport & Co LLC | 1,074 | $233.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 1,055 | $228.0K | 0.01% | +92+9.6% | Added |
| HSBC Holdings PLC | 1,030 | $222.7K | 0.00% | +1,030 | New |
| Cadent Capital Advisors, LLC | 1,003 | $217.2K | 0.13% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 1,000 | $217.0K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 980 | $212.3K | 0.00% | +980 | New |
| Cubist Systematic Strategies, LLC | 972 | $210.5K | 0.00% | −1,220−55.7% | Reduced |
| Jump Financial, LLC | 966 | $209.2K | 0.01% | +966 | New |
| Ethic Inc. | 960 | $207.9K | 0.01% | +960 | New |
| Prudential Financial Inc | 951 | $206.1K | 0.00% | −50,165−98.1% | Reduced |
| First Manhattan Co | 951 | $206.0K | 0.00% | −42−4.2% | Reduced |
| Quantbot Technologies LP | 948 | $205.3K | 0.01% | −1,560−62.2% | Reduced |
| The PNC Financial Services Group, Inc. | 901 | $195.1K | 0.00% | +9+1.0% | Added |
| Van Eck Associates Corp | 806 | $175.0K | 0.00% | +78+10.7% | Added |
| Tower Research Capital LLC (TRC) | 745 | $162.0K | 0.01% | −349−31.9% | Reduced |
| PEAK6 Investments LLC | 690 | $149.4K | 0.01% | +690 | New |
| North Star Investment Management Corp. | 612 | $132.6K | 0.01% | −100−14.0% | Reduced |
| GWM Advisors LLC | 3,611 | $123.5K | 0.00% | +661+22.4% | Added |
| Signaturefd, LLC | 566 | $122.6K | 0.00% | +109+23.9% | Added |
| Dundas Partners LLP | 509 | $110.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 475 | $103.0K | 0.00% | −250−34.5% | Reduced |
| Quadrant Capital Group LLC | 430 | $93.1K | 0.01% | +49+12.9% | Added |
| Column Capital Advisors, LLC | 399 | $86.4K | 0.01% | +22+5.8% | Added |
| American International Group, Inc. | 369 | $79.9K | 0.00% | −9−2.4% | Reduced |
| McIlrath & Eck, LLC | 344 | $74.5K | 0.02% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 332 | $71.9K | 0.07% | −27−7.5% | Reduced |
| One Wealth Advisors, LLC | 331 | $71.7K | 0.02% | +331 | New |
| 3Chopt Investment Partners, LLC | 300 | $65.0K | 0.04% | +300 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 291 | $63.0K | 0.00% | −24,788−98.8% | Reduced |
| IFP Advisors, Inc | 351 | $61.0K | 0.00% | −11−3.0% | Reduced |
| Spire Wealth Management | 262 | $57.0K | 0.00% | −30−10.3% | Reduced |
| CVA Family Office, LLC | 228 | $49.4K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 225 | $49.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 221 | $48.0K | 0.00% | −391−63.9% | Reduced |
| Versant Capital Management, Inc | 203 | $44.0K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 200 | $43.3K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 200 | $43.3K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 164 | $39.2K | 0.01% | +19+13.1% | Added |
| Rockefeller Capital Management L.P. | 169 | $36.0K | 0.00% | −9−5.1% | Reduced |
| Meeder Asset Management Inc | 152 | $32.9K | 0.00% | +150+7,500.0% | Added |
| Allworth Financial LP | 150 | $32.5K | 0.00% | +62+70.5% | Added |
| Quent Capital, LLC | 141 | $30.5K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 141 | $30.5K | 0.00% | +61+76.3% | Added |
| Central Trust Co | 130 | $28.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 127 | $27.5K | 0.00% | −16−11.2% | Reduced |
| First Horizon Advisors, Inc. | 125 | $27.2K | 0.00% | +4+3.3% | Added |
| Benjamin Edwards Inc | 123 | $27.0K | 0.01% | +123 | New |
| Pinnacle Financial Partners Inc | 120 | $26.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 109 | $23.6K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 102 | $22.1K | 0.00% | +11+12.1% | Added |
| Grove Bank & Trust | 100 | $22.0K | 0.00% | +100 | New |
| Earnest Partners LLC | 100 | $21.7K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 96 | $20.8K | 0.00% | +65+209.7% | Added |
| Ellevest, Inc. | 88 | $19.1K | 0.00% | +34+63.0% | Added |
| Bell Investment Advisors, Inc | 85 | $18.4K | 0.00% | −2−2.3% | Reduced |
| Private Trust Co NA | 84 | $18.0K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 83 | $18.0K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 76 | $16.4K | 0.01% | +1+1.3% | Added |
| Bank of New Hampshire | 76 | $16.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 70 | $15.0K | 0.00% | −4−5.4% | Reduced |
| Centerpoint Advisors, LLC | 63 | $14.0K | 0.01% | +63 | New |
| Creative Financial Designs Inc | 63 | $13.6K | 0.00% | +15+31.3% | Added |
| City Holding Co | 62 | $13.4K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 57 | $12.0K | 0.01% | +57 | New |
| Covestor Ltd | 51 | $11.0K | 0.01% | −64−55.7% | 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 |
| JFS Wealth Advisors, LLC | 24 | $5.20K | 0.00% | −5−17.2% | Reduced |
| Larson Financial Group LLC | 23 | $4.98K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 18 | $4.00K | 0.00% | 00.0% | Unchanged |