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 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 2,491,640 | $505.9M | 0.01% | +17,007+0.7% | Added |
| Select Equity Group, L.P. | 3,900,090 | $791.8M | 2.99% | −45,691−1.2% | Reduced |
| TCW Group Inc | 0 | $0 | 0.00% | −37,404−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −14,656−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −13,800−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −9,374−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −5,526−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −5,294−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Yorktown Management & Research Co Inc | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Arbor Capital Management Inc | 0 | $0 | 0.00% | −3,761−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −3,738−100.0% | Sold out |
| Twin Capital Management Inc | 0 | $0 | 0.00% | −3,523−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −2,806−100.0% | Sold out |
| Precision Wealth Strategies, LLC | 0 | $0 | 0.00% | −2,452−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −2,322−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −2,269−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −2,218−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −2,157−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −1,929−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −1,914−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −1,674−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −1,627−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −1,576−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −1,561−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −1,343−100.0% | Sold out |
| Synovus Financial Corp | 0 | $0 | 0.00% | −1,299−100.0% | Sold out |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −1,296−100.0% | Sold out |
| BTC Capital Management, Inc. | 0 | $0 | 0.00% | −1,247−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −1,152−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −1,128−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −1,074−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −1,030−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −980−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −972−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −960−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −951−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −948−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −745−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −331−100.0% | Sold out |
| 3Chopt Investment Partners, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −169−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −152−100.0% | Sold out |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −217−100.0% | Sold out |
| Pendal Group Limited | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |