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 |
|---|---|---|---|---|---|
| Caxton Associates LP | 0 | $0 | 0.00% | −4,138−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −3,118−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −3,091−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −2,601−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −2,560−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −2,271−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −2,253−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −1,890−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −1,594−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −1,471−100.0% | Sold out |
| Montag A & Associates Inc | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −1,153−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −963−100.0% | Sold out |
| Acrisure Capital Management, LLC | 0 | $0 | 0.00% | −1,081−100.0% | Sold out |
| Dearborn Partners LLC | 0 | $0 | 0.00% | −1,016−100.0% | Sold out |
| Bard Financial Services, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −790−100.0% | Sold out |
| Trivant Custom Portfolio Group, LLC | 0 | $0 | 0.00% | −442−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −276−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| Bank of New Hampshire | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| City Holding Co | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| BDO Wealth Advisors, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |