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 |
|---|---|---|---|---|---|
| Crewe Advisors LLC | 1 | $197 | 0.00% | +1 | New |
| Glassman Wealth Services | 2 | $392 | 0.00% | −4−66.7% | Reduced |
| Baker Avenue Asset Management, LP | 2 | $392 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 196 | $541 | 0.00% | +196 | New |
| EverSource Wealth Advisors, LLC | 3 | $588 | 0.00% | −3−50.0% | Reduced |
| SRS Capital Advisors, Inc. | 4 | $785 | 0.00% | +2+100.0% | Added |
| SJS Investment Consulting Inc. | 4 | $785 | 0.00% | +3+300.0% | Added |
| JNBA Financial Advisors | 5 | $981 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 6 | $1.18K | 0.00% | −1−14.3% | Reduced |
| Manchester Capital Management LLC | 6 | $1.18K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 10 | $1.96K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 12 | $2.35K | 0.00% | +6+100.0% | Added |
| Farther Finance Advisors, LLC | 14 | $2.75K | 0.00% | 00.0% | Unchanged |
| Amundi | 15 | $2.95K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 13 | $3.00K | 0.00% | +13 | New |
| Atlantic Private Wealth, LLC | 16 | $3.14K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 20 | $3.92K | 0.00% | +7+53.8% | Added |
| Vigilant Capital Management, LLC | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 37 | $4.48K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 23 | $4.51K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 23 | $4.51K | 0.00% | +17+283.3% | Added |
| Wolff Wiese Magana LLC | 39 | $7.65K | 0.01% | +39 | New |
| Covestor Ltd | 51 | $10.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 56 | $11.0K | 0.00% | −21−27.3% | Reduced |
| Lindbrook Capital, LLC | 60 | $11.8K | 0.00% | +47+361.5% | Added |
| Centerpoint Advisors, LLC | 63 | $12.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 63 | $12.4K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 70 | $14.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 76 | $14.9K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 76 | $14.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 77 | $15.1K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 83 | $16.3K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 84 | $16.5K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 89 | $17.4K | 0.00% | +48+117.1% | Added |
| AdvisorNet Financial, Inc | 91 | $17.8K | 0.00% | −10−9.9% | Reduced |
| Earnest Partners LLC | 100 | $19.6K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 100 | $19.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 109 | $21.4K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 120 | $23.5K | 0.00% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 124 | $24.3K | 0.00% | +124 | New |
| Brown Brothers Harriman & Co | 125 | $24.5K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 125 | $24.5K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 125 | $24.5K | 0.00% | +125 | New |
| Central Trust Co | 130 | $25.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 135 | $26.5K | 0.00% | +64+90.1% | Added |
| Quent Capital, LLC | 141 | $27.6K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 166 | $32.5K | 0.01% | +166 | New |
| First Horizon Advisors, Inc. | 173 | $33.9K | 0.00% | +65+60.2% | Added |
| CWM, LLC | 199 | $39.0K | 0.00% | −94−32.1% | Reduced |
| IMA Wealth, Inc. | 200 | $39.2K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 203 | $39.8K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 228 | $44.7K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 241 | $47.3K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 300 | $59.0K | 0.00% | −200−40.0% | Reduced |
| Quadrant Capital Group LLC | 312 | $61.2K | 0.01% | −45−12.6% | Reduced |
| McIlrath & Eck, LLC | 320 | $62.7K | 0.01% | −24−7.0% | Reduced |
| Bokf, NA | 325 | $63.7K | 0.00% | −118−26.6% | Reduced |
| Umb Bank N A | 340 | $66.7K | 0.00% | −35−9.3% | Reduced |
| Dundas Partners LLP | 347 | $68.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 372 | $72.9K | 0.00% | −100−21.2% | Reduced |
| Spire Wealth Management | 414 | $81.2K | 0.00% | +152+58.0% | Added |
| American International Group, Inc. | 478 | $93.7K | 0.00% | +119+33.1% | Added |
| Tower Research Capital LLC (TRC) | 487 | $95.5K | 0.00% | +487 | New |
| Cullen/Frost Bankers, Inc. | 575 | $112.7K | 0.00% | +375+187.5% | Added |
| Column Capital Advisors, LLC | 597 | $117.1K | 0.02% | +109+22.3% | Added |
| North Star Investment Management Corp. | 612 | $120.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 667 | $131.0K | 0.03% | +353+112.4% | Added |
| Harbor Capital Advisors, Inc. | 755 | $148.0K | 0.03% | +148+24.4% | Added |
| HM Payson & Co | 800 | $156.9K | 0.00% | −200−20.0% | Reduced |
| The PNC Financial Services Group, Inc. | 867 | $170.0K | 0.00% | −133−13.3% | Reduced |
| Parallel Advisors, LLC | 1,067 | $209.2K | 0.01% | −56−5.0% | Reduced |
| Boothbay Fund Management, LLC | 1,068 | $209.4K | 0.01% | +1,068 | New |
| Precision Wealth Strategies, LLC | 1,076 | $211.0K | 0.35% | +1,076 | New |
| Mariner, LLC | 1,083 | $212.4K | 0.00% | −84−7.2% | Reduced |
| Invesco, LLC | 1,097 | $215.1K | 0.11% | +1,097 | New |
| Heartland Bank & Trust Co | 1,130 | $221.6K | 0.17% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 1,150 | $225.5K | 0.04% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 1,230 | $241.2K | 0.15% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 1,248 | $244.7K | 0.00% | −19−1.5% | Reduced |
| Welch & Forbes LLC | 1,260 | $247.0K | 0.00% | −2−0.2% | Reduced |
| Qube Research & Technologies Ltd | 1,265 | $248.0K | 0.00% | −12,334−90.7% | Reduced |
| Shell Asset Management Co | 1,290 | $253.0K | 0.01% | −7−0.5% | Reduced |
| JustInvest LLC | 1,313 | $257.5K | 0.01% | +19+1.5% | Added |
| CIBC Private Wealth Group, LLC | 1,346 | $263.9K | 0.00% | −249−15.6% | Reduced |
| Fiduciary Trust Co | 1,394 | $273.3K | 0.00% | +164+13.3% | Added |
| Connable Office Inc | 1,470 | $288.2K | 0.04% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 1,473 | $288.8K | 0.00% | +1,473 | New |
| Raymond James Trust N.A. | 1,490 | $292.0K | 0.01% | +202+15.7% | Added |
| SG Americas Securities, LLC | 1,513 | $297.0K | 0.00% | +388+34.5% | Added |
| Connectus Wealth, LLC | 1,517 | $297.6K | 0.01% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 1,551 | $304.1K | 0.04% | +493+46.6% | Added |
| American Century Companies Inc | 1,570 | $307.8K | 0.00% | +7+0.4% | Added |
| MetLife Investment Management | 1,579 | $309.6K | 0.00% | +166+11.7% | Added |
| Quantinno Capital Management LP | 1,736 | $340.0K | 0.02% | −4,022−69.9% | Reduced |
| Royal Bank of Canada | 1,757 | $345.0K | 0.00% | −1,891−51.8% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 1,800 | $352.9K | 0.18% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 1,850 | $362.7K | 0.01% | +1,850 | New |
| GTS Securities LLC | 1,866 | $365.9K | 0.01% | +1,866 | New |