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 |
|---|---|---|---|---|---|
| Shell Asset Management Co | 1,297 | $263.0K | 0.01% | −5−0.4% | Reduced |
| Engineers Gate Manager LP | 1,369 | $277.9K | 0.01% | +43+3.2% | Added |
| Montag A & Associates Inc | 1,400 | $284.2K | 0.02% | 00.0% | Unchanged |
| MetLife Investment Management | 1,413 | $286.9K | 0.00% | +3+0.2% | Added |
| Connable Office Inc | 1,470 | $298.5K | 0.04% | 00.0% | Unchanged |
| Jump Financial, LLC | 1,471 | $298.7K | 0.01% | +505+52.3% | Added |
| SYSTM Wealth Solutions LLC | 1,504 | $305.4K | 0.05% | +21+1.4% | Added |
| Connectus Wealth, LLC | 1,517 | $308.1K | 0.01% | 00.0% | Unchanged |
| American Century Companies Inc | 1,563 | $308.6K | 0.00% | +265+20.4% | Added |
| Nebula Research & Development LLC | 1,594 | $323.6K | 0.57% | +1,594 | New |
| CIBC Private Wealth Group, LLC | 1,595 | $323.9K | 0.00% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 1,780 | $361.4K | 0.15% | +52+3.0% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 1,800 | $365.5K | 0.18% | 00.0% | Unchanged |
| Capula Management Ltd | 1,820 | $369.5K | 0.03% | +1,820 | New |
| Pekin Hardy Strauss, Inc. | 1,877 | $381.2K | 0.06% | +1+0.1% | Added |
| Truist Financial Corp | 1,890 | $383.7K | 0.00% | −161−7.8% | Reduced |
| Maryland State Retirement & Pension System | 1,914 | $388.6K | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 1,946 | $395.1K | 0.00% | +262+15.6% | Added |
| Procyon Private Wealth Partners, LLC | 1,966 | $399.2K | 0.07% | +764+63.6% | Added |
| Hanlon Investment Management, Inc. | 2,000 | $406.1K | 0.12% | 00.0% | Unchanged |
| DFPG Investments, LLC | 2,074 | $421.1K | 0.05% | +202+10.8% | Added |
| Great West Life Assurance Co | 2,083 | $424.0K | 0.00% | −203−8.9% | Reduced |
| MML Investors Services, LLC | 2,146 | $436.0K | 0.00% | −403−15.8% | Reduced |
| Creative Planning | 2,218 | $450.4K | 0.00% | +187+9.2% | Added |
| Mackenzie Financial Corp | 2,253 | $457.4K | 0.00% | −1,320−36.9% | Reduced |
| Planning Alternatives Ltd | 2,270 | $460.9K | 0.09% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 2,271 | $461.0K | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 2,486 | $505.2K | 0.00% | +165+7.1% | Added |
| Vestmark Advisory Solutions, Inc. | 2,493 | $506.2K | 0.02% | +251+11.2% | Added |
| Intech Investment Management LLC | 2,560 | $519.8K | 0.00% | −1,475−36.6% | Reduced |
| LPL Financial LLC | 2,599 | $527.7K | 0.00% | +831+47.0% | Added |
| Duality Advisers, LP | 2,601 | $528.1K | 0.06% | −2,469−48.7% | Reduced |
| Simon Quick Advisors, LLC | 2,786 | $565.7K | 0.06% | +1,462+110.4% | Added |
| Public Employees Retirement Association of Colorado | 2,787 | $566.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 2,832 | $575.0K | 0.00% | −30−1.0% | Reduced |
| Legacy Advisors, LLC | 2,887 | $586.1K | 0.11% | +226+8.5% | Added |
| Veritable, L.P. | 2,999 | $608.9K | 0.01% | −677−18.4% | Reduced |
| Echo Street Capital Management LLC | 2,999 | $608.9K | 0.01% | −378−11.2% | Reduced |
| Cerity Partners LLC | 3,009 | $610.8K | 0.00% | −46−1.5% | Reduced |
| Pictet Asset Management SA | 3,013 | $611.7K | 0.00% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 3,021 | $613.4K | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 3,072 | $624.0K | 0.00% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 3,075 | $624.3K | 0.40% | +146+5.0% | Added |
| Van Eck Associates Corp | 3,091 | $628.0K | 0.00% | +2,285+283.5% | Added |
| PEAK6 Investments LLC | 3,118 | $633.0K | 0.04% | +2,428+351.9% | Added |
| Baker Tilly Wealth Management, LLC | 3,131 | $635.7K | 0.07% | −505−13.9% | Reduced |
| Xponance, Inc. | 3,141 | $637.7K | 0.01% | +21+0.7% | Added |
| Covey Capital Advisors, LLC | 3,439 | $698.2K | 1.11% | +413+13.6% | Added |
| BCGM Wealth Management, LLC | 3,553 | $721.4K | 0.36% | +79+2.3% | Added |
| Royal Bank of Canada | 3,648 | $740.0K | 0.00% | +454+14.2% | Added |
| Advisory Services Network, LLC | 3,654 | $741.9K | 0.02% | +58+1.6% | Added |
| Avantax Advisory Services, Inc. | 3,839 | $779.5K | 0.01% | +169+4.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,985 | $809.1K | 0.00% | +218+5.8% | Added |
| Advisor Group Holdings, Inc. | 4,024 | $817.0K | 0.00% | −26−0.6% | Reduced |
| Alps Advisors Inc | 4,063 | $824.9K | 0.01% | +442+12.2% | Added |
| Martin Capital Advisors, LLP | 4,079 | $828.2K | 0.86% | −360−8.1% | Reduced |
| Caxton Associates LP | 4,138 | $840.1K | 0.13% | +4,138 | New |
| AQR Capital Management LLC | 4,239 | $860.6K | 0.00% | −4,839−53.3% | Reduced |
| D. E. Shaw & Co., Inc. | 4,244 | $861.7K | 0.00% | −103−2.4% | Reduced |
| Utah Retirement Systems | 4,431 | $899.6K | 0.01% | +46+1.0% | Added |
| Johnson Investment Counsel Inc | 4,508 | $915.3K | 0.01% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 4,576 | $929.0K | 0.01% | +2,554+126.3% | Added |
| Susquehanna International Group, LLP | 4,591 | $932.1K | 0.00% | +4,591 | New |
| Teacher Retirement System of Texas | 4,743 | $963.0K | 0.01% | −2,274−32.4% | Reduced |
| Amalgamated Bank | 5,114 | $1.04M | 0.01% | −478−8.5% | Reduced |
| First Republic Investment Management, Inc. | 5,196 | $1.05M | 0.00% | +245+4.9% | Added |
| Bank of Stockton | 5,471 | $1.11M | 0.39% | −477−8.0% | Reduced |
| Quantinno Capital Management LP | 5,758 | $1.17M | 0.08% | −4,943−46.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 5,902 | $1.20M | 0.30% | +233+4.1% | Added |
| PDT Partners, LLC | 5,952 | $1.21M | 0.16% | +3,849+183.0% | Added |
| Davy Global Fund Management Ltd | 6,022 | $1.22M | 0.23% | 00.0% | Unchanged |
| Black Creek Investment Management Inc. | 6,200 | $1.26M | 0.05% | +1,200+24.0% | Added |
| Blair William & Co | 6,210 | $1.26M | 0.01% | −361−5.5% | Reduced |
| Pallas Capital Advisors LLC | 6,290 | $1.30M | 0.12% | +183+3.0% | Added |
| Citigroup Inc | 6,408 | $1.30M | 0.00% | +1,935+43.3% | Added |
| Empire Life Investments Inc. | 6,530 | $1.33M | 0.09% | +137+2.1% | Added |
| Ashford Capital Management Inc | 6,600 | $1.34M | 0.20% | +204+3.2% | Added |
| Buckingham Strategic Wealth, LLC | 6,224 | $1.35M | 0.02% | 00.0% | Unchanged |
| UBS Group AG | 6,659 | $1.35M | 0.00% | +3,063+85.2% | Added |
| Mawer Investment Management Ltd. | 6,664 | $1.35M | 0.01% | +1,002+17.7% | Added |
| Ensign Peak Advisors, Inc | 6,830 | $1.39M | 0.00% | +350+5.4% | Added |
| Sepio Capital, LP | 6,935 | $1.41M | 0.13% | +1,871+36.9% | Added |
| Two Sigma Investments, LP | 7,300 | $1.48M | 0.00% | +7,300 | New |
| Arizona State Retirement System | 7,379 | $1.50M | 0.01% | +187+2.6% | Added |
| Alamar Capital Management, LLC | 7,398 | $1.50M | 1.25% | +69+0.9% | Added |
| Oppenheimer Asset Management Inc. | 7,538 | $1.53M | 0.02% | −1,432−16.0% | Reduced |
| Alliancebernstein L.P. | 7,810 | $1.59M | 0.00% | −1,979−20.2% | Reduced |
| Graham Capital Management, L.P. | 7,890 | $1.60M | 0.06% | +7,890 | New |
| HighTower Advisors, LLC | 7,937 | $1.60M | 0.00% | −256−3.1% | Reduced |
| Bessemer Group Inc | 8,083 | $1.64M | 0.00% | −362−4.3% | Reduced |
| Kensington Investment Counsel, LLC | 8,155 | $1.66M | 1.25% | −758−8.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 8,196 | $1.66M | 0.03% | −1,431−14.9% | Reduced |
| Neuberger Berman Group LLC | 8,438 | $1.71M | 0.00% | +217+2.6% | Added |
| Atria Investments LLC | 8,477 | $1.72M | 0.03% | +837+11.0% | Added |
| Redmond Asset Management, LLC | 8,523 | $1.73M | 0.60% | +23+0.3% | Added |
| Commonwealth Equity Services, LLC | 8,555 | $1.74M | 0.00% | +903+11.8% | Added |
| Two Sigma Advisers, LP | 9,200 | $1.87M | 0.00% | +2,700+41.5% | Added |
| Voya Investment Management LLC | 9,371 | $1.90M | 0.00% | −269−2.8% | Reduced |
| M&T Bank Corp | 9,578 | $1.94M | 0.01% | −328−3.3% | Reduced |
| Bright Rock Capital Management, LLC | 10,000 | $2.03M | 0.51% | 00.0% | Unchanged |