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 |
|---|---|---|---|---|---|
| Deutsche Bank AG | 10,100 | $2.05M | 0.00% | +707+7.5% | Added |
| Bright Rock Capital Management, LLC | 10,000 | $2.03M | 0.51% | 00.0% | Unchanged |
| UBS Oconnor LLC | 10,000 | $2.03M | 0.05% | +10,000 | New |
| M&T Bank Corp | 9,578 | $1.94M | 0.01% | −328−3.3% | Reduced |
| Voya Investment Management LLC | 9,371 | $1.90M | 0.00% | −269−2.8% | Reduced |
| Two Sigma Advisers, LP | 9,200 | $1.87M | 0.00% | +2,700+41.5% | Added |
| Commonwealth Equity Services, LLC | 8,555 | $1.74M | 0.00% | +903+11.8% | Added |
| Redmond Asset Management, LLC | 8,523 | $1.73M | 0.60% | +23+0.3% | Added |
| Atria Investments LLC | 8,477 | $1.72M | 0.03% | +837+11.0% | Added |
| Neuberger Berman Group LLC | 8,438 | $1.71M | 0.00% | +217+2.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 8,196 | $1.66M | 0.03% | −1,431−14.9% | Reduced |
| Kensington Investment Counsel, LLC | 8,155 | $1.66M | 1.25% | −758−8.5% | Reduced |
| Bessemer Group Inc | 8,083 | $1.64M | 0.00% | −362−4.3% | Reduced |
| HighTower Advisors, LLC | 7,937 | $1.60M | 0.00% | −256−3.1% | Reduced |
| Graham Capital Management, L.P. | 7,890 | $1.60M | 0.06% | +7,890 | New |
| Alliancebernstein L.P. | 7,810 | $1.59M | 0.00% | −1,979−20.2% | Reduced |
| Oppenheimer Asset Management Inc. | 7,538 | $1.53M | 0.02% | −1,432−16.0% | Reduced |
| Alamar Capital Management, LLC | 7,398 | $1.50M | 1.25% | +69+0.9% | Added |
| Arizona State Retirement System | 7,379 | $1.50M | 0.01% | +187+2.6% | Added |
| Two Sigma Investments, LP | 7,300 | $1.48M | 0.00% | +7,300 | New |
| Sepio Capital, LP | 6,935 | $1.41M | 0.13% | +1,871+36.9% | Added |
| Ensign Peak Advisors, Inc | 6,830 | $1.39M | 0.00% | +350+5.4% | Added |
| Mawer Investment Management Ltd. | 6,664 | $1.35M | 0.01% | +1,002+17.7% | Added |
| UBS Group AG | 6,659 | $1.35M | 0.00% | +3,063+85.2% | Added |
| Buckingham Strategic Wealth, LLC | 6,224 | $1.35M | 0.02% | 00.0% | Unchanged |
| Ashford Capital Management Inc | 6,600 | $1.34M | 0.20% | +204+3.2% | Added |
| Empire Life Investments Inc. | 6,530 | $1.33M | 0.09% | +137+2.1% | Added |
| Citigroup Inc | 6,408 | $1.30M | 0.00% | +1,935+43.3% | Added |
| Pallas Capital Advisors LLC | 6,290 | $1.30M | 0.12% | +183+3.0% | Added |
| Blair William & Co | 6,210 | $1.26M | 0.01% | −361−5.5% | Reduced |
| Black Creek Investment Management Inc. | 6,200 | $1.26M | 0.05% | +1,200+24.0% | Added |
| Davy Global Fund Management Ltd | 6,022 | $1.22M | 0.23% | 00.0% | Unchanged |
| PDT Partners, LLC | 5,952 | $1.21M | 0.16% | +3,849+183.0% | Added |
| Linden Thomas Advisory Services, LLC | 5,902 | $1.20M | 0.30% | +233+4.1% | Added |
| Quantinno Capital Management LP | 5,758 | $1.17M | 0.08% | −4,943−46.2% | Reduced |
| Bank of Stockton | 5,471 | $1.11M | 0.39% | −477−8.0% | Reduced |
| First Republic Investment Management, Inc. | 5,196 | $1.05M | 0.00% | +245+4.9% | Added |
| Amalgamated Bank | 5,114 | $1.04M | 0.01% | −478−8.5% | Reduced |
| Teacher Retirement System of Texas | 4,743 | $963.0K | 0.01% | −2,274−32.4% | Reduced |
| Susquehanna International Group, LLP | 4,591 | $932.1K | 0.00% | +4,591 | New |
| ExodusPoint Capital Management, LP | 4,576 | $929.0K | 0.01% | +2,554+126.3% | Added |
| Johnson Investment Counsel Inc | 4,508 | $915.3K | 0.01% | 00.0% | Unchanged |
| Utah Retirement Systems | 4,431 | $899.6K | 0.01% | +46+1.0% | Added |
| D. E. Shaw & Co., Inc. | 4,244 | $861.7K | 0.00% | −103−2.4% | Reduced |
| AQR Capital Management LLC | 4,239 | $860.6K | 0.00% | −4,839−53.3% | Reduced |
| Caxton Associates LP | 4,138 | $840.1K | 0.13% | +4,138 | New |
| Martin Capital Advisors, LLP | 4,079 | $828.2K | 0.86% | −360−8.1% | Reduced |
| Alps Advisors Inc | 4,063 | $824.9K | 0.01% | +442+12.2% | Added |
| Advisor Group Holdings, Inc. | 4,024 | $817.0K | 0.00% | −26−0.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,985 | $809.1K | 0.00% | +218+5.8% | Added |
| Avantax Advisory Services, Inc. | 3,839 | $779.5K | 0.01% | +169+4.6% | Added |
| Advisory Services Network, LLC | 3,654 | $741.9K | 0.02% | +58+1.6% | Added |
| Royal Bank of Canada | 3,648 | $740.0K | 0.00% | +454+14.2% | Added |
| BCGM Wealth Management, LLC | 3,553 | $721.4K | 0.36% | +79+2.3% | Added |
| Covey Capital Advisors, LLC | 3,439 | $698.2K | 1.11% | +413+13.6% | Added |
| Xponance, Inc. | 3,141 | $637.7K | 0.01% | +21+0.7% | Added |
| Baker Tilly Wealth Management, LLC | 3,131 | $635.7K | 0.07% | −505−13.9% | Reduced |
| PEAK6 Investments LLC | 3,118 | $633.0K | 0.04% | +2,428+351.9% | Added |
| Van Eck Associates Corp | 3,091 | $628.0K | 0.00% | +2,285+283.5% | Added |
| Accretive Wealth Partners, LLC | 3,075 | $624.3K | 0.40% | +146+5.0% | Added |
| Handelsbanken Fonder AB | 3,072 | $624.0K | 0.00% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 3,021 | $613.4K | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management SA | 3,013 | $611.7K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 3,009 | $610.8K | 0.00% | −46−1.5% | Reduced |
| 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 |
| Legacy Advisors, LLC | 2,887 | $586.1K | 0.11% | +226+8.5% | Added |
| Janney Montgomery Scott LLC | 2,832 | $575.0K | 0.00% | −30−1.0% | Reduced |
| Public Employees Retirement Association of Colorado | 2,787 | $566.0K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 2,786 | $565.7K | 0.06% | +1,462+110.4% | Added |
| Duality Advisers, LP | 2,601 | $528.1K | 0.06% | −2,469−48.7% | Reduced |
| LPL Financial LLC | 2,599 | $527.7K | 0.00% | +831+47.0% | Added |
| Intech Investment Management LLC | 2,560 | $519.8K | 0.00% | −1,475−36.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,493 | $506.2K | 0.02% | +251+11.2% | Added |
| Bank of Montreal | 2,486 | $505.2K | 0.00% | +165+7.1% | Added |
| Illinois Municipal Retirement Fund | 2,271 | $461.0K | 0.01% | 00.0% | Unchanged |
| Planning Alternatives Ltd | 2,270 | $460.9K | 0.09% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 2,253 | $457.4K | 0.00% | −1,320−36.9% | Reduced |
| Creative Planning | 2,218 | $450.4K | 0.00% | +187+9.2% | Added |
| MML Investors Services, LLC | 2,146 | $436.0K | 0.00% | −403−15.8% | Reduced |
| Great West Life Assurance Co | 2,083 | $424.0K | 0.00% | −203−8.9% | Reduced |
| DFPG Investments, LLC | 2,074 | $421.1K | 0.05% | +202+10.8% | Added |
| Hanlon Investment Management, Inc. | 2,000 | $406.1K | 0.12% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,966 | $399.2K | 0.07% | +764+63.6% | Added |
| Baird Financial Group, Inc. | 1,946 | $395.1K | 0.00% | +262+15.6% | Added |
| Maryland State Retirement & Pension System | 1,914 | $388.6K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 1,890 | $383.7K | 0.00% | −161−7.8% | Reduced |
| Pekin Hardy Strauss, Inc. | 1,877 | $381.2K | 0.06% | +1+0.1% | Added |
| Capula Management Ltd | 1,820 | $369.5K | 0.03% | +1,820 | New |
| Spectrum Asset Management, Inc. (NB/CA) | 1,800 | $365.5K | 0.18% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 1,780 | $361.4K | 0.15% | +52+3.0% | Added |
| CIBC Private Wealth Group, LLC | 1,595 | $323.9K | 0.00% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 1,594 | $323.6K | 0.57% | +1,594 | New |
| American Century Companies Inc | 1,563 | $308.6K | 0.00% | +265+20.4% | Added |
| Connectus Wealth, LLC | 1,517 | $308.1K | 0.01% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 1,504 | $305.4K | 0.05% | +21+1.4% | Added |
| Jump Financial, LLC | 1,471 | $298.7K | 0.01% | +505+52.3% | Added |
| Connable Office Inc | 1,470 | $298.5K | 0.04% | 00.0% | Unchanged |
| MetLife Investment Management | 1,413 | $286.9K | 0.00% | +3+0.2% | Added |
| Montag A & Associates Inc | 1,400 | $284.2K | 0.02% | 00.0% | Unchanged |