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 |
|---|---|---|---|---|---|
| Engineers Gate Manager LP | 1,369 | $277.9K | 0.01% | +43+3.2% | Added |
| Shell Asset Management Co | 1,297 | $263.0K | 0.01% | −5−0.4% | Reduced |
| JustInvest LLC | 1,294 | $262.8K | 0.01% | −200−13.4% | Reduced |
| Raymond James Trust N.A. | 1,288 | $262.0K | 0.01% | +233+22.1% | Added |
| Manufacturers Life Insurance Company, The | 1,267 | $257.2K | 0.00% | −35−2.7% | Reduced |
| Welch & Forbes LLC | 1,262 | $256.2K | 0.00% | −148−10.5% | Reduced |
| Cadent Capital Advisors, LLC | 1,230 | $249.7K | 0.15% | +227+22.6% | Added |
| Fiduciary Trust Co | 1,230 | $249.7K | 0.00% | −1,171−48.8% | Reduced |
| Mariner, LLC | 1,167 | $237.0K | 0.00% | −275−19.1% | Reduced |
| Petrus Trust Company, LTA | 1,153 | $234.1K | 0.03% | +1,153 | New |
| Capital Investment Counsel, Inc | 1,150 | $233.5K | 0.05% | 00.0% | Unchanged |
| Prudential Financial Inc | 963 | $230.6K | 0.00% | +12+1.3% | Added |
| Heartland Bank & Trust Co | 1,130 | $229.4K | 0.17% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,123 | $228.0K | 0.01% | −195−14.8% | Reduced |
| SG Americas Securities, LLC | 1,125 | $228.0K | 0.00% | +1,125 | New |
| Acrisure Capital Management, LLC | 1,081 | $219.5K | 0.22% | +1,081 | New |
| Aigen Investment Management, LP | 1,058 | $214.8K | 0.03% | +1,058 | New |
| Dearborn Partners LLC | 1,016 | $206.3K | 0.01% | −69−6.4% | 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 |
| BNP Paribas Arbitrage, SA | 837 | $169.9K | 0.00% | −5,337−86.4% | Reduced |
| Macquarie Group Ltd | 790 | $160.0K | 0.00% | +790 | New |
| North Star Investment Management Corp. | 612 | $124.3K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 607 | $123.2K | 0.04% | +275+82.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 535 | $108.6K | 0.00% | +244+83.8% | Added |
| Aquatic Capital Management LLC | 500 | $102.0K | 0.01% | −2,700−84.4% | Reduced |
| Column Capital Advisors, LLC | 488 | $99.1K | 0.01% | +89+22.3% | Added |
| Signaturefd, LLC | 472 | $95.8K | 0.00% | −94−16.6% | Reduced |
| Bokf, NA | 443 | $89.9K | 0.00% | +443 | New |
| Trivant Custom Portfolio Group, LLC | 442 | $89.7K | 0.06% | +442 | New |
| Umb Bank N A | 375 | $76.1K | 0.00% | −100−21.1% | Reduced |
| American International Group, Inc. | 359 | $72.9K | 0.00% | −10−2.7% | Reduced |
| Quadrant Capital Group LLC | 357 | $72.5K | 0.01% | −73−17.0% | Reduced |
| Dundas Partners LLP | 347 | $70.0K | 0.01% | −162−31.8% | Reduced |
| McIlrath & Eck, LLC | 344 | $69.8K | 0.02% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 314 | $64.0K | 0.02% | +191+155.3% | Added |
| CWM, LLC | 293 | $59.0K | 0.00% | +72+32.6% | Added |
| Dark Forest Capital Management LP | 276 | $56.0K | 0.01% | +273+9,100.0% | Added |
| Spire Wealth Management | 262 | $53.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 241 | $48.9K | 0.00% | +100+70.9% | Added |
| CVA Family Office, LLC | 228 | $46.3K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 225 | $46.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 203 | $41.2K | 0.01% | 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 |
| Quent Capital, LLC | 141 | $28.6K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 130 | $26.4K | 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 |
| Pinnacle Financial Partners Inc | 120 | $24.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 109 | $22.1K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 108 | $22.1K | 0.00% | −17−13.6% | Reduced |
| AdvisorNet Financial, Inc | 101 | $20.5K | 0.00% | −1−1.0% | Reduced |
| Grove Bank & Trust | 100 | $20.3K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 100 | $20.3K | 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 |
| Private Trust Co NA | 84 | $17.1K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 83 | $16.9K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 77 | $16.1K | 0.00% | −87−53.0% | Reduced |
| GWM Advisors LLC | 77 | $15.6K | 0.00% | −3,534−97.9% | Reduced |
| Bell Investment Advisors, Inc | 76 | $15.4K | 0.00% | −9−10.6% | Reduced |
| Bank of New Hampshire | 76 | $15.4K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 76 | $15.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 71 | $14.4K | 0.00% | −79−52.7% | Reduced |
| Capital Advisors, Ltd. LLC | 70 | $14.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 63 | $13.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 63 | $12.8K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 62 | $12.6K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 57 | $11.6K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 51 | $10.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 41 | $8.32K | 0.00% | +24+141.2% | Added |
| Ronald Blue Trust, Inc. | 35 | $8.00K | 0.00% | +1+2.9% | Added |
| BDO Wealth Advisors, LLC | 29 | $5.89K | 0.00% | +29 | New |
| Larson Financial Group LLC | 23 | $4.67K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 37 | $4.48K | 0.00% | −314−89.5% | Reduced |
| Vigilant Capital Management, LLC | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 16 | $3.25K | 0.00% | +16 | New |
| Amundi | 15 | $3.03K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 14 | $2.84K | 0.00% | +14 | New |
| Venturi Wealth Management, LLC | 13 | $2.64K | 0.00% | +13 | New |
| Lindbrook Capital, LLC | 13 | $2.64K | 0.00% | +9+225.0% | Added |
| Schubert & Co | 12 | $2.44K | 0.00% | −3−20.0% | Reduced |
| Massmutual Trust Co FSB | 11 | $2.23K | 0.00% | +11 | New |
| Concord Wealth Partners | 10 | $2.03K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 11 | $2.00K | 0.00% | −21−65.6% | Reduced |
| Ameritas Advisory Services, LLC | 8 | $1.65K | 0.00% | +8 | New |
| Ellevest, Inc. | 7 | $1.42K | 0.00% | −81−92.0% | Reduced |
| Disciplined Investments, LLC | 7 | $1.42K | 0.00% | +1+16.7% | Added |
| JFS Wealth Advisors, LLC | 6 | $1.22K | 0.00% | −18−75.0% | Reduced |
| Manchester Capital Management LLC | 6 | $1.22K | 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 |
| Global Retirement Partners, LLC | 6 | $1.09K | 0.00% | +6 | New |
| JNBA Financial Advisors | 5 | $1.02K | 0.00% | +5 | New |
| SRS Capital Advisors, Inc. | 2 | $407 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2 | $407 | 0.00% | +2 | New |
| Baker Avenue Asset Management, LP | 2 | $406 | 0.00% | 00.0% | Unchanged |