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, Q2 2023
Institutional positions in Morningstar, Inc. as of Jun 30, 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
- 294
- −8 vs. Q1 2023
- Shares held
- 24.4M
- +601.5K (+2.5%) vs. Q1 2023
- Total value
- $4.79B
- −$52.8M (−1.1%) vs. Q1 2023
- New holders
- 31
- 116 more added
- Sold out
- 39
- 90 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Morningstar, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Select Equity Group, L.P. | 3,937,634 | $772.1M | 2.90% | +37,544+1.0% | Added |
| Vanguard Group Inc | 2,477,583 | $485.8M | 0.01% | −14,057−0.6% | Reduced |
| Morgan Stanley | 1,938,191 | $380.0M | 0.04% | +317,029+19.6% | Added |
| Bank of America Corp | 1,294,795 | $253.9M | 0.03% | −1,161,629−47.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,254,599 | $246.0M | 0.69% | +378,671+43.2% | Added |
| Bamco Inc | 1,228,417 | $240.9M | 0.67% | +99,898+8.9% | Added |
| BlackRock Inc. | 1,148,416 | $225.2M | 0.01% | +43,350+3.9% | Added |
| JPMorgan Chase & Co | 773,416 | $151.6M | 0.02% | −97,946−11.2% | Reduced |
| Goldman Sachs Group Inc | 754,704 | $148.0M | 0.04% | +687,459+1,022.3% | Added |
| Massachusetts Financial Services Co | 627,357 | $123.0M | 0.04% | −7,971−1.3% | Reduced |
| Wasatch Advisors Inc | 508,261 | $99.7M | 0.60% | −46,486−8.4% | Reduced |
| Liontrust Investment Partners LLP | 469,642 | $92.1M | 1.33% | +319,642+213.1% | Added |
| FMR LLC | 434,749 | $85.2M | 0.01% | +24,248+5.9% | Added |
| State Street Corp | 399,032 | $78.2M | 0.00% | +3,930+1.0% | Added |
| Geode Capital Management, LLC | 392,511 | $77.0M | 0.01% | +15,122+4.0% | Added |
| Millennium Management LLC | 332,294 | $65.2M | 0.07% | −11,187−3.3% | Reduced |
| Invesco Ltd. | 332,175 | $65.1M | 0.02% | −2,196−0.7% | Reduced |
| Dimensional Fund Advisors LP | 294,731 | $57.8M | 0.02% | −2,471−0.8% | Reduced |
| Renaissance Technologies LLC | 292,800 | $57.4M | 0.08% | −18,800−6.0% | Reduced |
| Praesidium Investment Management Company, LLC | 274,070 | $53.7M | 4.88% | −27,770−9.2% | Reduced |
| Bank of New York Mellon Corp | 272,113 | $53.4M | 0.01% | −11,433−4.0% | Reduced |
| Norges Bank | 257,843 | $50.6M | 0.01% | +11,209+4.5% | Added |
| Royce & Associates LP | 196,277 | $38.5M | 0.37% | +4,241+2.2% | Added |
| Ameriprise Financial Inc | 192,421 | $37.7M | 0.01% | +118,373+159.9% | Added |
| Allspring Global Investments Holdings, LLC | 191,691 | $37.6M | 0.06% | −31,881−14.3% | Reduced |
| Charles Schwab Investment Management Inc | 167,938 | $32.9M | 0.01% | +1,878+1.1% | Added |
| American Capital Management Inc | 167,782 | $32.9M | 1.14% | −16,274−8.8% | Reduced |
| Bank of Nova Scotia | 143,475 | $28.1M | 0.07% | +143,475 | New |
| M&G Investment Management Ltd | 143,216 | $28.1M | 0.17% | +1,472+1.0% | Added |
| National Bank of Canada | 142,201 | $28.0M | 0.06% | +114,000+404.2% | Added |
| Price T Rowe Associates Inc | 132,583 | $26.0M | 0.00% | +101,381+324.9% | Added |
| SEI Investments Co | 126,176 | $24.7M | 0.04% | −1,959−1.5% | Reduced |
| Northern Trust Corp | 121,343 | $23.8M | 0.00% | −2,728−2.2% | Reduced |
| Principal Financial Group Inc | 117,034 | $22.9M | 0.02% | −43,294−27.0% | Reduced |
| Wells Fargo & Company | 110,751 | $21.7M | 0.01% | +27,476+33.0% | Added |
| Copeland Capital Management, LLC | 103,905 | $20.4M | 0.42% | +8,685+9.1% | Added |
| Parnassus Investments | 94,728 | $18.6M | 0.04% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 82,547 | $16.2M | 0.01% | −1,528−1.8% | Reduced |
| Confluence Investment Management LLC | 76,277 | $15.0M | 0.22% | +3,332+4.6% | Added |
| Lazard Asset Management LLC | 74,263 | $14.6M | 0.02% | −6,313−7.8% | Reduced |
| ING Groep NV | 74,000 | $14.5M | 0.11% | +74,000 | New |
| Cramer Rosenthal McGlynn LLC | 73,274 | $14.4M | 0.72% | −7,035−8.8% | Reduced |
| Nordea Investment Management AB | 67,251 | $13.0M | 0.02% | −8,268−10.9% | Reduced |
| Chicago Capital, LLC | 63,389 | $12.4M | 0.56% | −926−1.4% | Reduced |
| 2Xideas AG | 57,562 | $11.3M | 1.08% | +8,596+17.6% | Added |
| Swiss National Bank | 55,600 | $10.9M | 0.01% | +600+1.1% | Added |
| California Public Employees Retirement System | 54,102 | $10.6M | 0.01% | −1,196−2.2% | Reduced |
| New York State Common Retirement Fund | 53,833 | $10.6M | 0.01% | −529−1.0% | Reduced |
| Credit Suisse AG | 49,039 | $9.62M | 0.01% | +2,285+4.9% | Added |
| Natixis | 49,000 | $9.61M | 0.08% | +49,000 | New |
| Ci Investments Inc. | 45,862 | $8.99M | 0.05% | −1,541−3.3% | Reduced |
| UBS Asset Management Americas Inc | 43,197 | $8.77M | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 42,218 | $8.28M | 0.01% | +32,014+313.7% | Added |
| Coronation Fund Managers Ltd. | 41,300 | $8.10M | 0.22% | +245+0.6% | Added |
| Asset Management One Co.,Ltd. | 41,293 | $8.04M | 0.03% | −392−0.9% | Reduced |
| Scout Investments, Inc. | 36,242 | $7.80M | 0.16% | −47,135−56.5% | Reduced |
| Segall Bryant & Hamill, LLC | 39,363 | $7.72M | 0.08% | +846+2.2% | Added |
| Citadel Advisors LLC | 37,505 | $7.35M | 0.01% | +16,596+79.4% | Added |
| Algert Global LLC | 35,631 | $6.99M | 0.30% | +5,680+19.0% | Added |
| Southeast Asset Advisors Inc. | 34,590 | $6.78M | 0.97% | +4,341+14.4% | Added |
| Rhumbline Advisers | 33,931 | $6.65M | 0.01% | −918−2.6% | Reduced |
| Kornitzer Capital Management Inc | 32,642 | $6.40M | 0.13% | −1,750−5.1% | Reduced |
| TownSquare Capital, LLC | 32,228 | $6.32M | 0.12% | +10,469+48.1% | Added |
| California State Teachers Retirement System | 31,091 | $6.10M | 0.01% | −590−1.9% | Reduced |
| Daiwa Securities Group Inc. | 30,935 | $6.07M | 0.04% | +9,119+41.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 28,686 | $5.62M | 0.03% | +28,151+5,261.9% | Added |
| Fisher Asset Management, LLC | 28,462 | $5.58M | 0.00% | +2,661+10.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 28,408 | $5.57M | 0.02% | −4,223−12.9% | Reduced |
| Legal & General Group Plc | 27,679 | $5.43M | 0.00% | −17,332−38.5% | Reduced |
| State Board of Administration of Florida Retirement System | 26,343 | $5.17M | 0.01% | −298−1.1% | Reduced |
| Nicholas Company, Inc. | 26,305 | $5.16M | 0.10% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 24,696 | $4.84M | 0.58% | −26−0.1% | Reduced |
| Motley Fool Wealth Management, LLC | 24,177 | $4.74M | 0.28% | +24,177 | New |
| Man Group plc | 23,056 | $4.52M | 0.01% | – | – |
| Twinbeech Capital LP | 22,289 | $4.37M | 0.09% | +22,289 | New |
| State of Wisconsin Investment Board | 19,911 | $3.90M | 0.01% | −689−3.3% | Reduced |
| Two Sigma Investments, LP | 19,085 | $3.74M | 0.01% | +11,785+161.4% | Added |
| YHB Investment Advisors, Inc. | 18,912 | $3.71M | 0.35% | −167−0.9% | Reduced |
| Franklin Resources Inc | 18,706 | $3.67M | 0.00% | −2,432−11.5% | Reduced |
| Bridgeway Capital Management, LLC | 18,600 | $3.65M | 0.09% | −31,800−63.1% | Reduced |
| Raymond James & Associates | 18,562 | $3.64M | 0.00% | +346+1.9% | Added |
| Stifel Financial Corp | 18,247 | $3.58M | 0.00% | +5,875+47.5% | Added |
| Tudor Investment Corp Et Al | 17,134 | $3.36M | 0.05% | +665+4.0% | Added |
| Envestnet Asset Management Inc | 16,825 | $3.30M | 0.00% | +865+5.4% | Added |
| George Kaiser Family Foundation | 16,790 | $3.29M | 0.56% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 16,000 | $3.14M | 0.00% | +16,000 | New |
| Motley Fool Asset Management LLC | 15,961 | $3.13M | 0.28% | +15,961 | New |
| Azzad Asset Management Inc | 15,471 | $3.03M | 0.41% | +4,600+42.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 15,464 | $3.03M | 0.04% | +7,268+88.7% | Added |
| Russell Investments Group, Ltd. | 15,405 | $3.02M | 0.01% | −1,502−8.9% | Reduced |
| CI Private Wealth, LLC | 15,000 | $2.94M | 0.01% | −11,253−42.9% | Reduced |
| Commerce Bank | 14,213 | $2.79M | 0.02% | +183+1.3% | Added |
| Captrust Financial Advisors | 13,448 | $2.64M | 0.01% | +1,156+9.4% | Added |
| State of New Jersey Common Pension Fund D | 13,361 | $2.62M | 0.01% | 00.0% | Unchanged |
| Henshaw Capital LLC | 12,708 | $2.49M | 0.14% | +27+0.2% | Added |
| Susquehanna International Group, LLP | 12,690 | $2.49M | 0.00% | +8,099+176.4% | Added |
| Ceera Investments, LLC | 12,456 | $2.44M | 1.41% | −110−0.9% | Reduced |
| Neuberger Berman Group LLC | 12,272 | $2.41M | 0.00% | +3,834+45.4% | Added |
| State of Alaska, Department of Revenue | 12,072 | $2.37M | 0.03% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 12,000 | $2.35M | 0.01% | +2,800+30.4% | Added |