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 |
|---|---|---|---|---|---|
| Pekin Hardy Strauss, Inc. | 1,879 | $368.4K | 0.06% | +2+0.1% | Added |
| Maryland State Retirement & Pension System | 1,914 | $375.3K | 0.01% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 2,000 | $392.1K | 0.11% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 2,022 | $396.5K | 0.00% | +76+3.9% | Added |
| BNP Paribas Arbitrage, SA | 2,085 | $408.8K | 0.00% | +1,248+149.1% | Added |
| Procyon Private Wealth Partners, LLC | 2,087 | $409.2K | 0.05% | +121+6.2% | Added |
| SYSTM Wealth Solutions LLC | 2,154 | $422.3K | 0.06% | +650+43.2% | Added |
| Great West Life Assurance Co | 2,161 | $425.0K | 0.00% | +78+3.7% | Added |
| Planning Alternatives Ltd | 2,205 | $432.3K | 0.08% | −65−2.9% | Reduced |
| PDT Partners, LLC | 2,319 | $454.7K | 0.06% | −3,633−61.0% | Reduced |
| Creative Planning | 2,362 | $463.2K | 0.00% | +144+6.5% | Added |
| Simon Quick Advisors, LLC | 2,434 | $477.3K | 0.04% | −352−12.6% | Reduced |
| DFPG Investments, LLC | 2,261 | $483.8K | 0.04% | +187+9.0% | Added |
| Alliance Wealth Advisors, LLC | 2,477 | $485.7K | 0.18% | +697+39.2% | Added |
| Capula Management Ltd | 2,480 | $486.3K | 0.06% | +660+36.3% | Added |
| Pictet Asset Management SA | 2,752 | $539.6K | 0.00% | −261−8.7% | Reduced |
| Public Employees Retirement Association of Colorado | 2,787 | $546.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 2,791 | $547.0K | 0.00% | −5,764−67.4% | Reduced |
| Bank of Montreal | 2,651 | $548.3K | 0.00% | +165+6.6% | Added |
| Campbell & CO Investment Adviser LLC | 2,805 | $550.0K | 0.10% | +2,805 | New |
| Veritable, L.P. | 2,883 | $565.3K | 0.01% | −116−3.9% | Reduced |
| Bradley Foster & Sargent Inc | 3,021 | $592.3K | 0.01% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 3,029 | $593.9K | 0.09% | +142+4.9% | Added |
| MML Investors Services, LLC | 3,174 | $622.0K | 0.00% | +1,028+47.9% | Added |
| Accretive Wealth Partners, LLC | 3,251 | $637.4K | 0.38% | +176+5.7% | Added |
| Vestmark Advisory Solutions, Inc. | 3,269 | $641.0K | 0.02% | +776+31.1% | Added |
| Janney Montgomery Scott LLC | 3,335 | $654.0K | 0.00% | +503+17.8% | Added |
| Oak Thistle LLC | 3,336 | $654.1K | 0.35% | +3,336 | New |
| Handelsbanken Fonder AB | 3,372 | $661.0K | 0.00% | +300+9.8% | Added |
| Ergoteles LLC | 3,427 | $671.9K | 0.03% | +3,427 | New |
| Covey Capital Advisors, LLC | 3,439 | $674.3K | 0.98% | 00.0% | Unchanged |
| Xponance, Inc. | 3,515 | $689.2K | 0.01% | +374+11.9% | Added |
| Advisor Group Holdings, Inc. | 3,680 | $721.6K | 0.00% | −344−8.5% | Reduced |
| Teacher Retirement System of Texas | 3,681 | $722.0K | 0.00% | −1,062−22.4% | Reduced |
| Advisory Services Network, LLC | 3,756 | $736.4K | 0.02% | +102+2.8% | Added |
| HSBC Holdings PLC | 3,838 | $752.2K | 0.00% | +3,838 | New |
| Echo Street Capital Management LLC | 3,862 | $757.2K | 0.01% | +863+28.8% | Added |
| First Republic Investment Management, Inc. | 3,875 | $759.8K | 0.00% | −1,321−25.4% | Reduced |
| BCGM Wealth Management, LLC | 3,912 | $767.0K | 0.34% | +359+10.1% | Added |
| LPL Financial LLC | 3,949 | $774.2K | 0.00% | +1,350+51.9% | Added |
| Martin Capital Advisors, LLP | 4,079 | $799.8K | 0.73% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 4,086 | $801.1K | 0.08% | +955+30.5% | Added |
| Engineers Gate Manager LP | 4,169 | $817.4K | 0.03% | +2,800+204.5% | Added |
| Avantax Advisory Services, Inc. | 4,234 | $830.2K | 0.01% | +395+10.3% | Added |
| Virtu Financial LLC | 4,308 | $845.0K | 0.06% | +4,308 | New |
| Utah Retirement Systems | 4,331 | $849.2K | 0.01% | −100−2.3% | Reduced |
| Portside Wealth Group, LLC | 4,364 | $855.6K | 0.16% | +4,364 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,415 | $865.6K | 0.00% | +430+10.8% | Added |
| Johnson Investment Counsel Inc | 4,427 | $868.0K | 0.01% | −81−1.8% | Reduced |
| Cerity Partners LLC | 4,476 | $877.7K | 0.00% | +1,467+48.8% | Added |
| Dynamic Technology Lab Private Ltd | 4,480 | $878.0K | 0.11% | +4,480 | New |
| Bank of Stockton | 4,790 | $939.2K | 0.32% | −681−12.4% | Reduced |
| Troluce Capital Advisors LLC | 5,000 | $980.4K | 1.48% | +5,000 | New |
| Alamar Capital Management, LLC | 5,324 | $1.04M | 0.77% | −2,074−28.0% | Reduced |
| D. E. Shaw & Co., Inc. | 5,445 | $1.07M | 0.00% | +1,201+28.3% | Added |
| Amalgamated Bank | 5,558 | $1.09M | 0.01% | +444+8.7% | Added |
| Polen Capital Management LLC | 5,622 | $1.10M | 0.00% | +5,622 | New |
| Davy Global Fund Management Ltd | 5,685 | $1.11M | 0.21% | −337−5.6% | Reduced |
| Holocene Advisors, LP | 5,693 | $1.12M | 0.00% | +5,693 | New |
| Alps Advisors Inc | 5,866 | $1.15M | 0.01% | +1,803+44.4% | Added |
| Citigroup Inc | 5,917 | $1.16M | 0.00% | −491−7.7% | Reduced |
| Linden Thomas Advisory Services, LLC | 5,974 | $1.17M | 0.26% | +72+1.2% | Added |
| Blair William & Co | 5,996 | $1.18M | 0.00% | −214−3.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 6,224 | $1.22M | 0.02% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 6,337 | $1.24M | 0.01% | +1,761+38.5% | Added |
| Ashford Capital Management Inc | 6,455 | $1.27M | 0.18% | −145−2.2% | Reduced |
| Empire Life Investments Inc. | 6,605 | $1.30M | 0.09% | +75+1.1% | Added |
| Sepio Capital, LP | 6,755 | $1.32M | 0.11% | −180−2.6% | Reduced |
| Jane Street Group, LLC | 6,909 | $1.35M | 0.00% | −4,336−38.6% | Reduced |
| Black Creek Investment Management Inc. | 7,000 | $1.37M | 0.05% | +800+12.9% | Added |
| Arizona State Retirement System | 7,171 | $1.41M | 0.01% | −208−2.8% | Reduced |
| Oppenheimer Asset Management Inc. | 7,208 | $1.41M | 0.02% | −330−4.4% | Reduced |
| Mawer Investment Management Ltd. | 7,266 | $1.42M | 0.01% | +602+9.0% | Added |
| AQR Capital Management LLC | 7,402 | $1.45M | 0.00% | +3,163+74.6% | Added |
| Jacobs Levy Equity Management, Inc | 7,801 | $1.53M | 0.01% | −12,566−61.7% | Reduced |
| Kensington Investment Counsel, LLC | 7,911 | $1.55M | 0.98% | −244−3.0% | Reduced |
| Alliancebernstein L.P. | 7,923 | $1.55M | 0.00% | +113+1.4% | Added |
| HighTower Advisors, LLC | 8,323 | $1.64M | 0.00% | +386+4.9% | Added |
| Redmond Asset Management, LLC | 8,523 | $1.67M | 0.54% | 00.0% | Unchanged |
| Bessemer Group Inc | 8,562 | $1.68M | 0.00% | +479+5.9% | Added |
| UBS Group AG | 8,987 | $1.76M | 0.00% | +2,328+35.0% | Added |
| Ensign Peak Advisors, Inc | 9,515 | $1.87M | 0.00% | +2,685+39.3% | Added |
| Deutsche Bank AG | 9,833 | $1.93M | 0.00% | −267−2.6% | Reduced |
| Graham Capital Management, L.P. | 9,986 | $1.96M | 0.07% | +2,096+26.6% | Added |
| Bright Rock Capital Management, LLC | 10,000 | $1.96M | 0.46% | 00.0% | Unchanged |
| Cardinal Capital Management | 10,657 | $2.09M | 0.42% | +87+0.8% | Added |
| US Bancorp | 10,775 | $2.11M | 0.00% | +509+5.0% | Added |
| Atria Investments LLC | 10,988 | $2.15M | 0.04% | +2,511+29.6% | Added |
| M&T Bank Corp | 11,097 | $2.18M | 0.01% | +1,519+15.9% | Added |
| Treasurer of the State of North Carolina | 11,232 | $2.20M | 0.01% | +360+3.3% | Added |
| Public Employees Retirement System of Ohio | 11,762 | $2.31M | 0.01% | −724−5.8% | Reduced |
| Janus Henderson Group PLC | 11,896 | $2.33M | 0.00% | −12−0.1% | Reduced |
| Victory Capital Management Inc | 11,939 | $2.34M | 0.00% | −5,998−33.4% | Reduced |
| Voya Investment Management LLC | 11,945 | $2.34M | 0.00% | +2,574+27.5% | Added |
| Two Sigma Advisers, LP | 12,000 | $2.35M | 0.01% | +2,800+30.4% | Added |
| State of Alaska, Department of Revenue | 12,072 | $2.37M | 0.03% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 12,272 | $2.41M | 0.00% | +3,834+45.4% | Added |
| Ceera Investments, LLC | 12,456 | $2.44M | 1.41% | −110−0.9% | Reduced |
| Susquehanna International Group, LLP | 12,690 | $2.49M | 0.00% | +8,099+176.4% | Added |
| Henshaw Capital LLC | 12,708 | $2.49M | 0.14% | +27+0.2% | Added |