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 |
|---|---|---|---|---|---|
| Belpointe Asset Management LLC | 1 | $203 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $204 | 0.00% | −7−87.5% | Reduced |
| Baker Avenue Asset Management, LP | 2 | $406 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2 | $407 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2 | $407 | 0.00% | +2 | New |
| JNBA Financial Advisors | 5 | $1.02K | 0.00% | +5 | New |
| Global Retirement Partners, LLC | 6 | $1.09K | 0.00% | +6 | New |
| Glassman Wealth Services | 6 | $1.22K | 0.00% | +2+50.0% | Added |
| EverSource Wealth Advisors, LLC | 6 | $1.22K | 0.00% | +6 | New |
| JFS Wealth Advisors, LLC | 6 | $1.22K | 0.00% | −18−75.0% | Reduced |
| Manchester Capital Management LLC | 6 | $1.22K | 0.00% | +6 | New |
| Ellevest, Inc. | 7 | $1.42K | 0.00% | −81−92.0% | Reduced |
| Disciplined Investments, LLC | 7 | $1.42K | 0.00% | +1+16.7% | Added |
| Ameritas Advisory Services, LLC | 8 | $1.65K | 0.00% | +8 | New |
| Benjamin F. Edwards & Company, Inc. | 11 | $2.00K | 0.00% | −21−65.6% | Reduced |
| Concord Wealth Partners | 10 | $2.03K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 11 | $2.23K | 0.00% | +11 | New |
| Schubert & Co | 12 | $2.44K | 0.00% | −3−20.0% | Reduced |
| Lindbrook Capital, LLC | 13 | $2.64K | 0.00% | +9+225.0% | Added |
| Venturi Wealth Management, LLC | 13 | $2.64K | 0.00% | +13 | New |
| Farther Finance Advisors, LLC | 14 | $2.84K | 0.00% | +14 | New |
| Asset Dedication, LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Amundi | 15 | $3.03K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 16 | $3.25K | 0.00% | +16 | New |
| Vigilant Capital Management, LLC | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 37 | $4.48K | 0.00% | −314−89.5% | Reduced |
| Larson Financial Group LLC | 23 | $4.67K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 29 | $5.89K | 0.00% | +29 | New |
| Ronald Blue Trust, Inc. | 35 | $8.00K | 0.00% | +1+2.9% | Added |
| Proequities, Inc. | 41 | $8.32K | 0.00% | +24+141.2% | Added |
| Covestor Ltd | 51 | $10.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 57 | $11.6K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 62 | $12.6K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 63 | $12.8K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 63 | $13.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 70 | $14.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 71 | $14.4K | 0.00% | −79−52.7% | Reduced |
| Cedar Mountain Advisors, LLC | 76 | $15.4K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 76 | $15.4K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 76 | $15.4K | 0.00% | −9−10.6% | Reduced |
| GWM Advisors LLC | 77 | $15.6K | 0.00% | −3,534−97.9% | Reduced |
| JJJ Advisors Inc. | 77 | $16.1K | 0.00% | −87−53.0% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 83 | $16.9K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 84 | $17.1K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 96 | $19.5K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 96 | $19.5K | 0.01% | +96 | New |
| Grove Bank & Trust | 100 | $20.3K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 100 | $20.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 101 | $20.5K | 0.00% | −1−1.0% | Reduced |
| First Horizon Advisors, Inc. | 108 | $22.1K | 0.00% | −17−13.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 109 | $22.1K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 120 | $24.4K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 125 | $25.4K | 0.00% | −2−1.6% | Reduced |
| Brown Brothers Harriman & Co | 125 | $25.4K | 0.00% | +125 | New |
| Central Trust Co | 130 | $26.4K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 141 | $28.6K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 200 | $40.6K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 200 | $40.6K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 203 | $41.2K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 225 | $46.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 228 | $46.3K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 241 | $48.9K | 0.00% | +100+70.9% | Added |
| Spire Wealth Management | 262 | $53.2K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 276 | $56.0K | 0.01% | +273+9,100.0% | Added |
| CWM, LLC | 293 | $59.0K | 0.00% | +72+32.6% | Added |
| Benjamin Edwards Inc | 314 | $64.0K | 0.02% | +191+155.3% | Added |
| McIlrath & Eck, LLC | 344 | $69.8K | 0.02% | 00.0% | Unchanged |
| Dundas Partners LLP | 347 | $70.0K | 0.01% | −162−31.8% | Reduced |
| Quadrant Capital Group LLC | 357 | $72.5K | 0.01% | −73−17.0% | Reduced |
| American International Group, Inc. | 359 | $72.9K | 0.00% | −10−2.7% | Reduced |
| Umb Bank N A | 375 | $76.1K | 0.00% | −100−21.1% | Reduced |
| Trivant Custom Portfolio Group, LLC | 442 | $89.7K | 0.06% | +442 | New |
| Bokf, NA | 443 | $89.9K | 0.00% | +443 | New |
| Signaturefd, LLC | 472 | $95.8K | 0.00% | −94−16.6% | Reduced |
| Column Capital Advisors, LLC | 488 | $99.1K | 0.01% | +89+22.3% | Added |
| Aquatic Capital Management LLC | 500 | $102.0K | 0.01% | −2,700−84.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 535 | $108.6K | 0.00% | +244+83.8% | Added |
| Harbor Capital Advisors, Inc. | 607 | $123.2K | 0.04% | +275+82.8% | Added |
| North Star Investment Management Corp. | 612 | $124.3K | 0.01% | 00.0% | Unchanged |
| Macquarie Group Ltd | 790 | $160.0K | 0.00% | +790 | New |
| BNP Paribas Arbitrage, SA | 837 | $169.9K | 0.00% | −5,337−86.4% | Reduced |
| HM Payson & Co | 1,000 | $203.0K | 0.00% | −100−9.1% | Reduced |
| Bard Financial Services, Inc. | 1,000 | $203.0K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,000 | $203.0K | 0.00% | +99+11.0% | Added |
| Dearborn Partners LLC | 1,016 | $206.3K | 0.01% | −69−6.4% | Reduced |
| Aigen Investment Management, LP | 1,058 | $214.8K | 0.03% | +1,058 | New |
| Acrisure Capital Management, LLC | 1,081 | $219.5K | 0.22% | +1,081 | New |
| SG Americas Securities, LLC | 1,125 | $228.0K | 0.00% | +1,125 | New |
| Parallel Advisors, LLC | 1,123 | $228.0K | 0.01% | −195−14.8% | Reduced |
| Heartland Bank & Trust Co | 1,130 | $229.4K | 0.17% | 00.0% | Unchanged |
| Prudential Financial Inc | 963 | $230.6K | 0.00% | +12+1.3% | Added |
| Capital Investment Counsel, Inc | 1,150 | $233.5K | 0.05% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 1,153 | $234.1K | 0.03% | +1,153 | New |
| Mariner, LLC | 1,167 | $237.0K | 0.00% | −275−19.1% | Reduced |
| Fiduciary Trust Co | 1,230 | $249.7K | 0.00% | −1,171−48.8% | Reduced |
| Cadent Capital Advisors, LLC | 1,230 | $249.7K | 0.15% | +227+22.6% | Added |
| Welch & Forbes LLC | 1,262 | $256.2K | 0.00% | −148−10.5% | Reduced |
| Manufacturers Life Insurance Company, The | 1,267 | $257.2K | 0.00% | −35−2.7% | Reduced |
| Raymond James Trust N.A. | 1,288 | $262.0K | 0.01% | +233+22.1% | Added |
| JustInvest LLC | 1,294 | $262.8K | 0.01% | −200−13.4% | Reduced |