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, Q1 2023
Institutional positions in Morningstar, Inc. as of Mar 31, 2023. 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
- 302
- −14 vs. Q4 2022
- Shares held
- 23.8M
- +506.4K (+2.2%) vs. Q4 2022
- Total value
- $4.85B
- −$207.6M (−4.1%) vs. Q4 2022
- New holders
- 31
- 112 more added
- Sold out
- 45
- 103 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Morningstar, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Select Equity Group, L.P. | 3,900,090 | $791.8M | 2.99% | −45,691−1.2% | Reduced |
| Vanguard Group Inc | 2,491,640 | $505.9M | 0.01% | +17,007+0.7% | Added |
| Bank of America Corp | 2,456,424 | $498.7M | 0.06% | +125,371+5.4% | Added |
| Morgan Stanley | 1,621,162 | $329.1M | 0.04% | +401,988+33.0% | Added |
| Bamco Inc | 1,128,519 | $229.1M | 0.69% | −5,000−0.4% | Reduced |
| BlackRock Inc. | 1,105,066 | $224.4M | 0.01% | +8,845+0.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 875,928 | $177.8M | 0.52% | −23,656−2.6% | Reduced |
| JPMorgan Chase & Co | 871,362 | $176.9M | 0.02% | +36,998+4.4% | Added |
| Massachusetts Financial Services Co | 635,328 | $129.0M | 0.04% | +34,511+5.7% | Added |
| Wasatch Advisors Inc | 554,747 | $112.6M | 0.70% | −84,162−13.2% | Reduced |
| FMR LLC | 410,501 | $83.3M | 0.01% | −55,450−11.9% | Reduced |
| State Street Corp | 395,102 | $80.2M | 0.00% | +10,615+2.8% | Added |
| Perpetual Ltd | 392,108 | $79.6M | 0.69% | +392,108 | New |
| Geode Capital Management, LLC | 377,389 | $76.6M | 0.01% | +11,348+3.1% | Added |
| Millennium Management LLC | 343,481 | $69.7M | 0.08% | −73,694−17.7% | Reduced |
| Invesco Ltd. | 334,371 | $67.9M | 0.02% | −690.0% | Reduced |
| Renaissance Technologies LLC | 311,600 | $63.3M | 0.08% | −29,770−8.7% | Reduced |
| Praesidium Investment Management Company, LLC | 301,840 | $61.3M | 5.54% | +3,164+1.1% | Added |
| Dimensional Fund Advisors LP | 297,202 | $60.3M | 0.02% | −4,792−1.6% | Reduced |
| Bank of New York Mellon Corp | 283,546 | $57.6M | 0.01% | −2,024−0.7% | Reduced |
| Norges Bank | 246,634 | $50.1M | 0.01% | −942−0.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 223,572 | $45.4M | 0.08% | −8,648−3.7% | Reduced |
| Royce & Associates LP | 192,036 | $39.0M | 0.39% | −274−0.1% | Reduced |
| American Capital Management Inc | 184,056 | $37.4M | 1.32% | −392−0.2% | Reduced |
| Charles Schwab Investment Management Inc | 166,060 | $33.7M | 0.01% | +2,283+1.4% | Added |
| Principal Financial Group Inc | 160,328 | $32.6M | 0.02% | −20,217−11.2% | Reduced |
| Liontrust Investment Partners LLP | 150,000 | $30.5M | 0.46% | +150,000 | New |
| Loomis Sayles & Co L P | 146,183 | $29.7M | 0.05% | −590−0.4% | Reduced |
| M&G Investment Management Ltd | 141,744 | $28.8M | 0.20% | +16,014+12.7% | Added |
| SEI Investments Co | 128,135 | $26.0M | 0.05% | +43,713+51.8% | Added |
| Northern Trust Corp | 124,071 | $25.2M | 0.00% | +6,272+5.3% | Added |
| Copeland Capital Management, LLC | 95,220 | $19.3M | 0.45% | +1,217+1.3% | Added |
| Parnassus Investments | 94,728 | $19.2M | 0.05% | +34,518+57.3% | Added |
| Nuveen Asset Management, LLC | 84,075 | $17.1M | 0.01% | −1,198−1.4% | Reduced |
| Scout Investments, Inc. | 83,377 | $16.9M | 0.34% | +20,715+33.1% | Added |
| Wells Fargo & Company | 83,275 | $16.9M | 0.01% | −1,924−2.3% | Reduced |
| Lazard Asset Management LLC | 80,576 | $16.4M | 0.02% | −23,480−22.6% | Reduced |
| Cramer Rosenthal McGlynn LLC | 80,309 | $16.3M | 0.74% | +10,762+15.5% | Added |
| Nordea Investment Management AB | 75,519 | $15.1M | 0.02% | −1,981−2.6% | Reduced |
| Ameriprise Financial Inc | 74,048 | $15.0M | 0.00% | +28,303+61.9% | Added |
| Confluence Investment Management LLC | 72,945 | $14.8M | 0.22% | +1,216+1.7% | Added |
| Goldman Sachs Group Inc | 67,245 | $13.7M | 0.00% | −48,851−42.1% | Reduced |
| Chicago Capital, LLC | 64,315 | $13.1M | 0.65% | −2,898−4.3% | Reduced |
| California Public Employees Retirement System | 55,298 | $11.2M | 0.01% | +740+1.4% | Added |
| Swiss National Bank | 55,000 | $11.2M | 0.01% | −6,500−10.6% | Reduced |
| New York State Common Retirement Fund | 54,362 | $11.0M | 0.01% | −43,026−44.2% | Reduced |
| Bridgeway Capital Management, LLC | 50,400 | $10.2M | 0.27% | −8,400−14.3% | Reduced |
| 2Xideas AG | 48,966 | $9.94M | 0.96% | +2,565+5.5% | Added |
| Ci Investments Inc. | 47,403 | $9.62M | 0.05% | +4,122+9.5% | Added |
| Credit Suisse AG | 46,754 | $9.49M | 0.01% | +2,176+4.9% | Added |
| Legal & General Group Plc | 45,011 | $9.14M | 0.00% | +2,116+4.9% | Added |
| UBS Asset Management Americas Inc | 43,197 | $8.77M | 0.00% | +1,679+4.0% | Added |
| Asset Management One Co.,Ltd. | 41,685 | $8.38M | 0.04% | −9,103−17.9% | Reduced |
| Coronation Fund Managers Ltd. | 41,055 | $8.34M | 0.22% | +4,281+11.6% | Added |
| Artisan Partners Limited Partnership | 40,350 | $8.19M | 0.01% | −298,434−88.1% | Reduced |
| Segall Bryant & Hamill, LLC | 38,517 | $7.82M | 0.08% | −6,134−13.7% | Reduced |
| Rhumbline Advisers | 34,849 | $7.08M | 0.01% | +1,903+5.8% | Added |
| Kornitzer Capital Management Inc | 34,392 | $6.98M | 0.14% | −1,601−4.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 32,631 | $6.63M | 0.02% | +425+1.3% | Added |
| California State Teachers Retirement System | 31,681 | $6.43M | 0.01% | −483−1.5% | Reduced |
| Price T Rowe Associates Inc | 31,202 | $6.34M | 0.00% | +79+0.3% | Added |
| Southeast Asset Advisors Inc. | 30,249 | $6.14M | 0.92% | +36+0.1% | Added |
| Algert Global LLC | 29,951 | $6.08M | 0.29% | +14,285+91.2% | Added |
| Man Group plc | – | $5.88M | 0.02% | – | – |
| National Bank of Canada | 28,201 | $5.73M | 0.02% | −4,001−12.4% | Reduced |
| State Board of Administration of Florida Retirement System | 26,641 | $5.41M | 0.01% | −20−0.1% | Reduced |
| Nicholas Company, Inc. | 26,305 | $5.34M | 0.11% | −15−0.1% | Reduced |
| CI Private Wealth, LLC | 26,253 | $5.33M | 0.01% | +23,420+826.7% | Added |
| Fisher Asset Management, LLC | 25,801 | $5.24M | 0.00% | +417+1.6% | Added |
| Marks Group Wealth Management, Inc | 24,722 | $5.02M | 0.64% | +8,372+51.2% | Added |
| Daiwa Securities Group Inc. | 21,816 | $4.43M | 0.03% | −2,070−8.7% | Reduced |
| TownSquare Capital, LLC | 21,759 | $4.42M | 0.10% | −627−2.8% | Reduced |
| Franklin Resources Inc | 21,138 | $4.29M | 0.00% | −2,117−9.1% | Reduced |
| Citadel Advisors LLC | 20,909 | $4.25M | 0.00% | +2,055+10.9% | Added |
| State of Wisconsin Investment Board | 20,600 | $4.18M | 0.01% | −2,277−10.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 20,367 | $4.14M | 0.03% | +20,367 | New |
| YHB Investment Advisors, Inc. | 19,079 | $3.87M | 0.39% | −24−0.1% | Reduced |
| Raymond James & Associates | 18,216 | $3.70M | 0.00% | +988+5.7% | Added |
| Victory Capital Management Inc | 17,937 | $3.64M | 0.00% | +737+4.3% | Added |
| Russell Investments Group, Ltd. | 16,907 | $3.43M | 0.01% | −4,739−21.9% | Reduced |
| George Kaiser Family Foundation | 16,790 | $3.41M | 0.55% | +900+5.7% | Added |
| Tudor Investment Corp Et Al | 16,469 | $3.34M | 0.06% | +16,469 | New |
| Envestnet Asset Management Inc | 15,960 | $3.24M | 0.00% | +687+4.5% | Added |
| HRT Financial LP | 15,194 | $3.08M | 0.04% | −7,950−34.4% | Reduced |
| Commerce Bank | 14,030 | $2.85M | 0.02% | +57+0.4% | Added |
| Qube Research & Technologies Ltd | 13,599 | $2.76M | 0.02% | −1,246−8.4% | Reduced |
| State of New Jersey Common Pension Fund D | 13,361 | $2.71M | 0.01% | −1,013−7.0% | Reduced |
| Henshaw Capital LLC | 12,681 | $2.57M | 0.16% | +4,391+53.0% | Added |
| Ceera Investments, LLC | 12,566 | $2.55M | 1.63% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 12,486 | $2.54M | 0.01% | −376−2.9% | Reduced |
| Stifel Financial Corp | 12,372 | $2.51M | 0.00% | −83−0.7% | Reduced |
| Captrust Financial Advisors | 12,292 | $2.50M | 0.01% | +144+1.2% | Added |
| State of Alaska, Department of Revenue | 12,072 | $2.45M | 0.03% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 11,908 | $2.42M | 0.00% | +6,103+105.1% | Added |
| Jane Street Group, LLC | 11,245 | $2.28M | 0.00% | +8,348+288.2% | Added |
| Azzad Asset Management Inc | 10,871 | $2.21M | 0.31% | +620+6.0% | Added |
| Treasurer of the State of North Carolina | 10,872 | $2.21M | 0.01% | +80+0.7% | Added |
| Cardinal Capital Management | 10,570 | $2.15M | 0.45% | +35+0.3% | Added |
| US Bancorp | 10,266 | $2.08M | 0.00% | −524−4.9% | Reduced |
| Barclays PLC | 10,204 | $2.07M | 0.00% | −197−1.9% | Reduced |