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.
Q2 2023 vs. Q1 2023
How the institutions holding Morningstar, Inc. changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Q2 2023 | Change |
|---|---|---|---|
| Holders | 302 | 294 | −8 |
| Shares | 23.8M | 24.4M | +601.5K (+2.5%) |
| Value | $4.85B | $4.79B | −$52.8M (−1.1%) |
New holders (31)
Institutions that held Morningstar, Inc. at the end of Q2 2023 but not at the end of Q1 2023.
Sold out (39)
Institutions that held Morningstar, Inc. at the end of Q1 2023 and filed for Q2 2023 without it.