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 |
|---|---|---|---|---|---|
| State of New Jersey Common Pension Fund D | 13,361 | $2.62M | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 13,448 | $2.64M | 0.01% | +1,156+9.4% | Added |
| Commerce Bank | 14,213 | $2.79M | 0.02% | +183+1.3% | Added |
| CI Private Wealth, LLC | 15,000 | $2.94M | 0.01% | −11,253−42.9% | Reduced |
| Russell Investments Group, Ltd. | 15,405 | $3.02M | 0.01% | −1,502−8.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 15,464 | $3.03M | 0.04% | +7,268+88.7% | Added |
| Azzad Asset Management Inc | 15,471 | $3.03M | 0.41% | +4,600+42.3% | Added |
| Motley Fool Asset Management LLC | 15,961 | $3.13M | 0.28% | +15,961 | New |
| Canada Pension Plan Investment Board | 16,000 | $3.14M | 0.00% | +16,000 | New |
| George Kaiser Family Foundation | 16,790 | $3.29M | 0.56% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 16,825 | $3.30M | 0.00% | +865+5.4% | Added |
| Tudor Investment Corp Et Al | 17,134 | $3.36M | 0.05% | +665+4.0% | Added |
| Stifel Financial Corp | 18,247 | $3.58M | 0.00% | +5,875+47.5% | Added |
| Raymond James & Associates | 18,562 | $3.64M | 0.00% | +346+1.9% | Added |
| Bridgeway Capital Management, LLC | 18,600 | $3.65M | 0.09% | −31,800−63.1% | Reduced |
| Franklin Resources Inc | 18,706 | $3.67M | 0.00% | −2,432−11.5% | Reduced |
| YHB Investment Advisors, Inc. | 18,912 | $3.71M | 0.35% | −167−0.9% | Reduced |
| Two Sigma Investments, LP | 19,085 | $3.74M | 0.01% | +11,785+161.4% | Added |
| State of Wisconsin Investment Board | 19,911 | $3.90M | 0.01% | −689−3.3% | Reduced |
| Twinbeech Capital LP | 22,289 | $4.37M | 0.09% | +22,289 | New |
| Man Group plc | 23,056 | $4.52M | 0.01% | – | – |
| Motley Fool Wealth Management, LLC | 24,177 | $4.74M | 0.28% | +24,177 | New |
| Marks Group Wealth Management, Inc | 24,696 | $4.84M | 0.58% | −26−0.1% | Reduced |
| Nicholas Company, Inc. | 26,305 | $5.16M | 0.10% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 26,343 | $5.17M | 0.01% | −298−1.1% | Reduced |
| Legal & General Group Plc | 27,679 | $5.43M | 0.00% | −17,332−38.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 28,408 | $5.57M | 0.02% | −4,223−12.9% | Reduced |
| Fisher Asset Management, LLC | 28,462 | $5.58M | 0.00% | +2,661+10.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 28,686 | $5.62M | 0.03% | +28,151+5,261.9% | Added |
| Daiwa Securities Group Inc. | 30,935 | $6.07M | 0.04% | +9,119+41.8% | Added |
| California State Teachers Retirement System | 31,091 | $6.10M | 0.01% | −590−1.9% | Reduced |
| TownSquare Capital, LLC | 32,228 | $6.32M | 0.12% | +10,469+48.1% | Added |
| Kornitzer Capital Management Inc | 32,642 | $6.40M | 0.13% | −1,750−5.1% | Reduced |
| Rhumbline Advisers | 33,931 | $6.65M | 0.01% | −918−2.6% | Reduced |
| Southeast Asset Advisors Inc. | 34,590 | $6.78M | 0.97% | +4,341+14.4% | Added |
| Algert Global LLC | 35,631 | $6.99M | 0.30% | +5,680+19.0% | Added |
| Citadel Advisors LLC | 37,505 | $7.35M | 0.01% | +16,596+79.4% | Added |
| Segall Bryant & Hamill, LLC | 39,363 | $7.72M | 0.08% | +846+2.2% | Added |
| Scout Investments, Inc. | 36,242 | $7.80M | 0.16% | −47,135−56.5% | Reduced |
| Asset Management One Co.,Ltd. | 41,293 | $8.04M | 0.03% | −392−0.9% | Reduced |
| Coronation Fund Managers Ltd. | 41,300 | $8.10M | 0.22% | +245+0.6% | Added |
| Barclays PLC | 42,218 | $8.28M | 0.01% | +32,014+313.7% | Added |
| UBS Asset Management Americas Inc | 43,197 | $8.77M | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 45,862 | $8.99M | 0.05% | −1,541−3.3% | Reduced |
| Natixis | 49,000 | $9.61M | 0.08% | +49,000 | New |
| Credit Suisse AG | 49,039 | $9.62M | 0.01% | +2,285+4.9% | Added |
| New York State Common Retirement Fund | 53,833 | $10.6M | 0.01% | −529−1.0% | Reduced |
| California Public Employees Retirement System | 54,102 | $10.6M | 0.01% | −1,196−2.2% | Reduced |
| Swiss National Bank | 55,600 | $10.9M | 0.01% | +600+1.1% | Added |
| 2Xideas AG | 57,562 | $11.3M | 1.08% | +8,596+17.6% | Added |
| Chicago Capital, LLC | 63,389 | $12.4M | 0.56% | −926−1.4% | Reduced |
| Nordea Investment Management AB | 67,251 | $13.0M | 0.02% | −8,268−10.9% | Reduced |
| Cramer Rosenthal McGlynn LLC | 73,274 | $14.4M | 0.72% | −7,035−8.8% | Reduced |
| ING Groep NV | 74,000 | $14.5M | 0.11% | +74,000 | New |
| Lazard Asset Management LLC | 74,263 | $14.6M | 0.02% | −6,313−7.8% | Reduced |
| Confluence Investment Management LLC | 76,277 | $15.0M | 0.22% | +3,332+4.6% | Added |
| Nuveen Asset Management, LLC | 82,547 | $16.2M | 0.01% | −1,528−1.8% | Reduced |
| Parnassus Investments | 94,728 | $18.6M | 0.04% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 103,905 | $20.4M | 0.42% | +8,685+9.1% | Added |
| Wells Fargo & Company | 110,751 | $21.7M | 0.01% | +27,476+33.0% | Added |
| Principal Financial Group Inc | 117,034 | $22.9M | 0.02% | −43,294−27.0% | Reduced |
| Northern Trust Corp | 121,343 | $23.8M | 0.00% | −2,728−2.2% | Reduced |
| SEI Investments Co | 126,176 | $24.7M | 0.04% | −1,959−1.5% | Reduced |
| Price T Rowe Associates Inc | 132,583 | $26.0M | 0.00% | +101,381+324.9% | Added |
| National Bank of Canada | 142,201 | $28.0M | 0.06% | +114,000+404.2% | Added |
| M&G Investment Management Ltd | 143,216 | $28.1M | 0.17% | +1,472+1.0% | Added |
| Bank of Nova Scotia | 143,475 | $28.1M | 0.07% | +143,475 | New |
| American Capital Management Inc | 167,782 | $32.9M | 1.14% | −16,274−8.8% | Reduced |
| Charles Schwab Investment Management Inc | 167,938 | $32.9M | 0.01% | +1,878+1.1% | Added |
| Allspring Global Investments Holdings, LLC | 191,691 | $37.6M | 0.06% | −31,881−14.3% | Reduced |
| Ameriprise Financial Inc | 192,421 | $37.7M | 0.01% | +118,373+159.9% | Added |
| Royce & Associates LP | 196,277 | $38.5M | 0.37% | +4,241+2.2% | Added |
| Norges Bank | 257,843 | $50.6M | 0.01% | +11,209+4.5% | Added |
| Bank of New York Mellon Corp | 272,113 | $53.4M | 0.01% | −11,433−4.0% | Reduced |
| Praesidium Investment Management Company, LLC | 274,070 | $53.7M | 4.88% | −27,770−9.2% | Reduced |
| Renaissance Technologies LLC | 292,800 | $57.4M | 0.08% | −18,800−6.0% | Reduced |
| Dimensional Fund Advisors LP | 294,731 | $57.8M | 0.02% | −2,471−0.8% | Reduced |
| Invesco Ltd. | 332,175 | $65.1M | 0.02% | −2,196−0.7% | Reduced |
| Millennium Management LLC | 332,294 | $65.2M | 0.07% | −11,187−3.3% | Reduced |
| Geode Capital Management, LLC | 392,511 | $77.0M | 0.01% | +15,122+4.0% | Added |
| State Street Corp | 399,032 | $78.2M | 0.00% | +3,930+1.0% | Added |
| FMR LLC | 434,749 | $85.2M | 0.01% | +24,248+5.9% | Added |
| Liontrust Investment Partners LLP | 469,642 | $92.1M | 1.33% | +319,642+213.1% | Added |
| Wasatch Advisors Inc | 508,261 | $99.7M | 0.60% | −46,486−8.4% | Reduced |
| Massachusetts Financial Services Co | 627,357 | $123.0M | 0.04% | −7,971−1.3% | Reduced |
| Goldman Sachs Group Inc | 754,704 | $148.0M | 0.04% | +687,459+1,022.3% | Added |
| JPMorgan Chase & Co | 773,416 | $151.6M | 0.02% | −97,946−11.2% | Reduced |
| BlackRock Inc. | 1,148,416 | $225.2M | 0.01% | +43,350+3.9% | Added |
| Bamco Inc | 1,228,417 | $240.9M | 0.67% | +99,898+8.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,254,599 | $246.0M | 0.69% | +378,671+43.2% | Added |
| Bank of America Corp | 1,294,795 | $253.9M | 0.03% | −1,161,629−47.3% | Reduced |
| Morgan Stanley | 1,938,191 | $380.0M | 0.04% | +317,029+19.6% | Added |
| Vanguard Group Inc | 2,477,583 | $485.8M | 0.01% | −14,057−0.6% | Reduced |
| Select Equity Group, L.P. | 3,937,634 | $772.1M | 2.90% | +37,544+1.0% | Added |
| Perpetual Ltd | 0 | $0 | 0.00% | −392,108−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −146,183−100.0% | Sold out |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −40,350−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −15,194−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −6,290−100.0% | Sold out |