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 |
|---|---|---|---|---|---|
| UBS Oconnor LLC | 10,000 | $2.03M | 0.05% | +10,000 | New |
| Deutsche Bank AG | 10,100 | $2.05M | 0.00% | +707+7.5% | Added |
| Barclays PLC | 10,204 | $2.07M | 0.00% | −197−1.9% | Reduced |
| US Bancorp | 10,266 | $2.08M | 0.00% | −524−4.9% | Reduced |
| Cardinal Capital Management | 10,570 | $2.15M | 0.45% | +35+0.3% | Added |
| Treasurer of the State of North Carolina | 10,872 | $2.21M | 0.01% | +80+0.7% | Added |
| Azzad Asset Management Inc | 10,871 | $2.21M | 0.31% | +620+6.0% | Added |
| Jane Street Group, LLC | 11,245 | $2.28M | 0.00% | +8,348+288.2% | Added |
| Janus Henderson Group PLC | 11,908 | $2.42M | 0.00% | +6,103+105.1% | Added |
| State of Alaska, Department of Revenue | 12,072 | $2.45M | 0.03% | 00.0% | Unchanged |
| Captrust Financial Advisors | 12,292 | $2.50M | 0.01% | +144+1.2% | Added |
| Stifel Financial Corp | 12,372 | $2.51M | 0.00% | −83−0.7% | Reduced |
| Public Employees Retirement System of Ohio | 12,486 | $2.54M | 0.01% | −376−2.9% | Reduced |
| Ceera Investments, LLC | 12,566 | $2.55M | 1.63% | 00.0% | Unchanged |
| Henshaw Capital LLC | 12,681 | $2.57M | 0.16% | +4,391+53.0% | Added |
| State of New Jersey Common Pension Fund D | 13,361 | $2.71M | 0.01% | −1,013−7.0% | Reduced |
| Qube Research & Technologies Ltd | 13,599 | $2.76M | 0.02% | −1,246−8.4% | Reduced |
| Commerce Bank | 14,030 | $2.85M | 0.02% | +57+0.4% | Added |
| HRT Financial LP | 15,194 | $3.08M | 0.04% | −7,950−34.4% | Reduced |
| Envestnet Asset Management Inc | 15,960 | $3.24M | 0.00% | +687+4.5% | Added |
| Tudor Investment Corp Et Al | 16,469 | $3.34M | 0.06% | +16,469 | New |
| George Kaiser Family Foundation | 16,790 | $3.41M | 0.55% | +900+5.7% | Added |
| Russell Investments Group, Ltd. | 16,907 | $3.43M | 0.01% | −4,739−21.9% | Reduced |
| Victory Capital Management Inc | 17,937 | $3.64M | 0.00% | +737+4.3% | Added |
| Raymond James & Associates | 18,216 | $3.70M | 0.00% | +988+5.7% | Added |
| YHB Investment Advisors, Inc. | 19,079 | $3.87M | 0.39% | −24−0.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 20,367 | $4.14M | 0.03% | +20,367 | New |
| State of Wisconsin Investment Board | 20,600 | $4.18M | 0.01% | −2,277−10.0% | Reduced |
| Citadel Advisors LLC | 20,909 | $4.25M | 0.00% | +2,055+10.9% | Added |
| Franklin Resources Inc | 21,138 | $4.29M | 0.00% | −2,117−9.1% | Reduced |
| TownSquare Capital, LLC | 21,759 | $4.42M | 0.10% | −627−2.8% | Reduced |
| Daiwa Securities Group Inc. | 21,816 | $4.43M | 0.03% | −2,070−8.7% | Reduced |
| Marks Group Wealth Management, Inc | 24,722 | $5.02M | 0.64% | +8,372+51.2% | Added |
| Fisher Asset Management, LLC | 25,801 | $5.24M | 0.00% | +417+1.6% | Added |
| CI Private Wealth, LLC | 26,253 | $5.33M | 0.01% | +23,420+826.7% | Added |
| Nicholas Company, Inc. | 26,305 | $5.34M | 0.11% | −15−0.1% | Reduced |
| State Board of Administration of Florida Retirement System | 26,641 | $5.41M | 0.01% | −20−0.1% | Reduced |
| National Bank of Canada | 28,201 | $5.73M | 0.02% | −4,001−12.4% | Reduced |
| Man Group plc | – | $5.88M | 0.02% | – | – |
| Algert Global LLC | 29,951 | $6.08M | 0.29% | +14,285+91.2% | Added |
| Southeast Asset Advisors Inc. | 30,249 | $6.14M | 0.92% | +36+0.1% | Added |
| Price T Rowe Associates Inc | 31,202 | $6.34M | 0.00% | +79+0.3% | Added |
| California State Teachers Retirement System | 31,681 | $6.43M | 0.01% | −483−1.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 32,631 | $6.63M | 0.02% | +425+1.3% | Added |
| Kornitzer Capital Management Inc | 34,392 | $6.98M | 0.14% | −1,601−4.4% | Reduced |
| Rhumbline Advisers | 34,849 | $7.08M | 0.01% | +1,903+5.8% | Added |
| Segall Bryant & Hamill, LLC | 38,517 | $7.82M | 0.08% | −6,134−13.7% | Reduced |
| Artisan Partners Limited Partnership | 40,350 | $8.19M | 0.01% | −298,434−88.1% | Reduced |
| Coronation Fund Managers Ltd. | 41,055 | $8.34M | 0.22% | +4,281+11.6% | Added |
| Asset Management One Co.,Ltd. | 41,685 | $8.38M | 0.04% | −9,103−17.9% | Reduced |
| UBS Asset Management Americas Inc | 43,197 | $8.77M | 0.00% | +1,679+4.0% | Added |
| Legal & General Group Plc | 45,011 | $9.14M | 0.00% | +2,116+4.9% | Added |
| Credit Suisse AG | 46,754 | $9.49M | 0.01% | +2,176+4.9% | Added |
| Ci Investments Inc. | 47,403 | $9.62M | 0.05% | +4,122+9.5% | Added |
| 2Xideas AG | 48,966 | $9.94M | 0.96% | +2,565+5.5% | Added |
| Bridgeway Capital Management, LLC | 50,400 | $10.2M | 0.27% | −8,400−14.3% | Reduced |
| New York State Common Retirement Fund | 54,362 | $11.0M | 0.01% | −43,026−44.2% | Reduced |
| Swiss National Bank | 55,000 | $11.2M | 0.01% | −6,500−10.6% | Reduced |
| California Public Employees Retirement System | 55,298 | $11.2M | 0.01% | +740+1.4% | Added |
| Chicago Capital, LLC | 64,315 | $13.1M | 0.65% | −2,898−4.3% | Reduced |
| Goldman Sachs Group Inc | 67,245 | $13.7M | 0.00% | −48,851−42.1% | Reduced |
| Confluence Investment Management LLC | 72,945 | $14.8M | 0.22% | +1,216+1.7% | Added |
| Ameriprise Financial Inc | 74,048 | $15.0M | 0.00% | +28,303+61.9% | Added |
| Nordea Investment Management AB | 75,519 | $15.1M | 0.02% | −1,981−2.6% | Reduced |
| Cramer Rosenthal McGlynn LLC | 80,309 | $16.3M | 0.74% | +10,762+15.5% | Added |
| Lazard Asset Management LLC | 80,576 | $16.4M | 0.02% | −23,480−22.6% | Reduced |
| Wells Fargo & Company | 83,275 | $16.9M | 0.01% | −1,924−2.3% | Reduced |
| Scout Investments, Inc. | 83,377 | $16.9M | 0.34% | +20,715+33.1% | Added |
| Nuveen Asset Management, LLC | 84,075 | $17.1M | 0.01% | −1,198−1.4% | Reduced |
| Parnassus Investments | 94,728 | $19.2M | 0.05% | +34,518+57.3% | Added |
| Copeland Capital Management, LLC | 95,220 | $19.3M | 0.45% | +1,217+1.3% | Added |
| Northern Trust Corp | 124,071 | $25.2M | 0.00% | +6,272+5.3% | Added |
| SEI Investments Co | 128,135 | $26.0M | 0.05% | +43,713+51.8% | Added |
| M&G Investment Management Ltd | 141,744 | $28.8M | 0.20% | +16,014+12.7% | Added |
| Loomis Sayles & Co L P | 146,183 | $29.7M | 0.05% | −590−0.4% | Reduced |
| Liontrust Investment Partners LLP | 150,000 | $30.5M | 0.46% | +150,000 | New |
| Principal Financial Group Inc | 160,328 | $32.6M | 0.02% | −20,217−11.2% | Reduced |
| Charles Schwab Investment Management Inc | 166,060 | $33.7M | 0.01% | +2,283+1.4% | Added |
| American Capital Management Inc | 184,056 | $37.4M | 1.32% | −392−0.2% | Reduced |
| Royce & Associates LP | 192,036 | $39.0M | 0.39% | −274−0.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 223,572 | $45.4M | 0.08% | −8,648−3.7% | Reduced |
| Norges Bank | 246,634 | $50.1M | 0.01% | −942−0.4% | Reduced |
| Bank of New York Mellon Corp | 283,546 | $57.6M | 0.01% | −2,024−0.7% | Reduced |
| Dimensional Fund Advisors LP | 297,202 | $60.3M | 0.02% | −4,792−1.6% | Reduced |
| Praesidium Investment Management Company, LLC | 301,840 | $61.3M | 5.54% | +3,164+1.1% | Added |
| Renaissance Technologies LLC | 311,600 | $63.3M | 0.08% | −29,770−8.7% | Reduced |
| Invesco Ltd. | 334,371 | $67.9M | 0.02% | −690.0% | Reduced |
| Millennium Management LLC | 343,481 | $69.7M | 0.08% | −73,694−17.7% | Reduced |
| Geode Capital Management, LLC | 377,389 | $76.6M | 0.01% | +11,348+3.1% | Added |
| Perpetual Ltd | 392,108 | $79.6M | 0.69% | +392,108 | New |
| State Street Corp | 395,102 | $80.2M | 0.00% | +10,615+2.8% | Added |
| FMR LLC | 410,501 | $83.3M | 0.01% | −55,450−11.9% | Reduced |
| Wasatch Advisors Inc | 554,747 | $112.6M | 0.70% | −84,162−13.2% | Reduced |
| Massachusetts Financial Services Co | 635,328 | $129.0M | 0.04% | +34,511+5.7% | Added |
| JPMorgan Chase & Co | 871,362 | $176.9M | 0.02% | +36,998+4.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 875,928 | $177.8M | 0.52% | −23,656−2.6% | Reduced |
| BlackRock Inc. | 1,105,066 | $224.4M | 0.01% | +8,845+0.8% | Added |
| Bamco Inc | 1,128,519 | $229.1M | 0.69% | −5,000−0.4% | Reduced |
| Morgan Stanley | 1,621,162 | $329.1M | 0.04% | +401,988+33.0% | Added |
| Bank of America Corp | 2,456,424 | $498.7M | 0.06% | +125,371+5.4% | Added |