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 |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 11,945 | $2.34M | 0.00% | +2,574+27.5% | Added |
| Victory Capital Management Inc | 11,939 | $2.34M | 0.00% | −5,998−33.4% | Reduced |
| Janus Henderson Group PLC | 11,896 | $2.33M | 0.00% | −12−0.1% | Reduced |
| Public Employees Retirement System of Ohio | 11,762 | $2.31M | 0.01% | −724−5.8% | Reduced |
| Treasurer of the State of North Carolina | 11,232 | $2.20M | 0.01% | +360+3.3% | Added |
| M&T Bank Corp | 11,097 | $2.18M | 0.01% | +1,519+15.9% | Added |
| Atria Investments LLC | 10,988 | $2.15M | 0.04% | +2,511+29.6% | Added |
| US Bancorp | 10,775 | $2.11M | 0.00% | +509+5.0% | Added |
| Cardinal Capital Management | 10,657 | $2.09M | 0.42% | +87+0.8% | Added |
| Bright Rock Capital Management, LLC | 10,000 | $1.96M | 0.46% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 9,986 | $1.96M | 0.07% | +2,096+26.6% | Added |
| Deutsche Bank AG | 9,833 | $1.93M | 0.00% | −267−2.6% | Reduced |
| Ensign Peak Advisors, Inc | 9,515 | $1.87M | 0.00% | +2,685+39.3% | Added |
| UBS Group AG | 8,987 | $1.76M | 0.00% | +2,328+35.0% | Added |
| Bessemer Group Inc | 8,562 | $1.68M | 0.00% | +479+5.9% | Added |
| Redmond Asset Management, LLC | 8,523 | $1.67M | 0.54% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 8,323 | $1.64M | 0.00% | +386+4.9% | Added |
| Alliancebernstein L.P. | 7,923 | $1.55M | 0.00% | +113+1.4% | Added |
| Kensington Investment Counsel, LLC | 7,911 | $1.55M | 0.98% | −244−3.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 7,801 | $1.53M | 0.01% | −12,566−61.7% | Reduced |
| AQR Capital Management LLC | 7,402 | $1.45M | 0.00% | +3,163+74.6% | Added |
| Mawer Investment Management Ltd. | 7,266 | $1.42M | 0.01% | +602+9.0% | Added |
| Oppenheimer Asset Management Inc. | 7,208 | $1.41M | 0.02% | −330−4.4% | Reduced |
| Arizona State Retirement System | 7,171 | $1.41M | 0.01% | −208−2.8% | Reduced |
| Black Creek Investment Management Inc. | 7,000 | $1.37M | 0.05% | +800+12.9% | Added |
| Jane Street Group, LLC | 6,909 | $1.35M | 0.00% | −4,336−38.6% | Reduced |
| Sepio Capital, LP | 6,755 | $1.32M | 0.11% | −180−2.6% | Reduced |
| Empire Life Investments Inc. | 6,605 | $1.30M | 0.09% | +75+1.1% | Added |
| Ashford Capital Management Inc | 6,455 | $1.27M | 0.18% | −145−2.2% | Reduced |
| ExodusPoint Capital Management, LP | 6,337 | $1.24M | 0.01% | +1,761+38.5% | Added |
| Buckingham Strategic Wealth, LLC | 6,224 | $1.22M | 0.02% | 00.0% | Unchanged |
| Blair William & Co | 5,996 | $1.18M | 0.00% | −214−3.4% | Reduced |
| Linden Thomas Advisory Services, LLC | 5,974 | $1.17M | 0.26% | +72+1.2% | Added |
| Citigroup Inc | 5,917 | $1.16M | 0.00% | −491−7.7% | Reduced |
| Alps Advisors Inc | 5,866 | $1.15M | 0.01% | +1,803+44.4% | Added |
| Holocene Advisors, LP | 5,693 | $1.12M | 0.00% | +5,693 | New |
| Davy Global Fund Management Ltd | 5,685 | $1.11M | 0.21% | −337−5.6% | Reduced |
| Polen Capital Management LLC | 5,622 | $1.10M | 0.00% | +5,622 | New |
| Amalgamated Bank | 5,558 | $1.09M | 0.01% | +444+8.7% | Added |
| D. E. Shaw & Co., Inc. | 5,445 | $1.07M | 0.00% | +1,201+28.3% | Added |
| Alamar Capital Management, LLC | 5,324 | $1.04M | 0.77% | −2,074−28.0% | Reduced |
| Troluce Capital Advisors LLC | 5,000 | $980.4K | 1.48% | +5,000 | New |
| Bank of Stockton | 4,790 | $939.2K | 0.32% | −681−12.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,480 | $878.0K | 0.11% | +4,480 | New |
| Cerity Partners LLC | 4,476 | $877.7K | 0.00% | +1,467+48.8% | Added |
| Johnson Investment Counsel Inc | 4,427 | $868.0K | 0.01% | −81−1.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,415 | $865.6K | 0.00% | +430+10.8% | Added |
| Portside Wealth Group, LLC | 4,364 | $855.6K | 0.16% | +4,364 | New |
| Utah Retirement Systems | 4,331 | $849.2K | 0.01% | −100−2.3% | Reduced |
| Virtu Financial LLC | 4,308 | $845.0K | 0.06% | +4,308 | New |
| Avantax Advisory Services, Inc. | 4,234 | $830.2K | 0.01% | +395+10.3% | Added |
| Engineers Gate Manager LP | 4,169 | $817.4K | 0.03% | +2,800+204.5% | Added |
| Baker Tilly Wealth Management, LLC | 4,086 | $801.1K | 0.08% | +955+30.5% | Added |
| Martin Capital Advisors, LLP | 4,079 | $799.8K | 0.73% | 00.0% | Unchanged |
| LPL Financial LLC | 3,949 | $774.2K | 0.00% | +1,350+51.9% | Added |
| BCGM Wealth Management, LLC | 3,912 | $767.0K | 0.34% | +359+10.1% | Added |
| First Republic Investment Management, Inc. | 3,875 | $759.8K | 0.00% | −1,321−25.4% | Reduced |
| Echo Street Capital Management LLC | 3,862 | $757.2K | 0.01% | +863+28.8% | Added |
| HSBC Holdings PLC | 3,838 | $752.2K | 0.00% | +3,838 | New |
| Advisory Services Network, LLC | 3,756 | $736.4K | 0.02% | +102+2.8% | Added |
| Teacher Retirement System of Texas | 3,681 | $722.0K | 0.00% | −1,062−22.4% | Reduced |
| Advisor Group Holdings, Inc. | 3,680 | $721.6K | 0.00% | −344−8.5% | Reduced |
| Xponance, Inc. | 3,515 | $689.2K | 0.01% | +374+11.9% | Added |
| Covey Capital Advisors, LLC | 3,439 | $674.3K | 0.98% | 00.0% | Unchanged |
| Ergoteles LLC | 3,427 | $671.9K | 0.03% | +3,427 | New |
| Handelsbanken Fonder AB | 3,372 | $661.0K | 0.00% | +300+9.8% | Added |
| Oak Thistle LLC | 3,336 | $654.1K | 0.35% | +3,336 | New |
| Janney Montgomery Scott LLC | 3,335 | $654.0K | 0.00% | +503+17.8% | Added |
| Vestmark Advisory Solutions, Inc. | 3,269 | $641.0K | 0.02% | +776+31.1% | Added |
| Accretive Wealth Partners, LLC | 3,251 | $637.4K | 0.38% | +176+5.7% | Added |
| MML Investors Services, LLC | 3,174 | $622.0K | 0.00% | +1,028+47.9% | Added |
| Legacy Advisors, LLC | 3,029 | $593.9K | 0.09% | +142+4.9% | Added |
| Bradley Foster & Sargent Inc | 3,021 | $592.3K | 0.01% | 00.0% | Unchanged |
| Veritable, L.P. | 2,883 | $565.3K | 0.01% | −116−3.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 2,805 | $550.0K | 0.10% | +2,805 | New |
| Bank of Montreal | 2,651 | $548.3K | 0.00% | +165+6.6% | Added |
| Commonwealth Equity Services, LLC | 2,791 | $547.0K | 0.00% | −5,764−67.4% | Reduced |
| Public Employees Retirement Association of Colorado | 2,787 | $546.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management SA | 2,752 | $539.6K | 0.00% | −261−8.7% | Reduced |
| Capula Management Ltd | 2,480 | $486.3K | 0.06% | +660+36.3% | Added |
| Alliance Wealth Advisors, LLC | 2,477 | $485.7K | 0.18% | +697+39.2% | Added |
| DFPG Investments, LLC | 2,261 | $483.8K | 0.04% | +187+9.0% | Added |
| Simon Quick Advisors, LLC | 2,434 | $477.3K | 0.04% | −352−12.6% | Reduced |
| Creative Planning | 2,362 | $463.2K | 0.00% | +144+6.5% | Added |
| PDT Partners, LLC | 2,319 | $454.7K | 0.06% | −3,633−61.0% | Reduced |
| Planning Alternatives Ltd | 2,205 | $432.3K | 0.08% | −65−2.9% | Reduced |
| Great West Life Assurance Co | 2,161 | $425.0K | 0.00% | +78+3.7% | Added |
| SYSTM Wealth Solutions LLC | 2,154 | $422.3K | 0.06% | +650+43.2% | Added |
| Procyon Private Wealth Partners, LLC | 2,087 | $409.2K | 0.05% | +121+6.2% | Added |
| BNP Paribas Arbitrage, SA | 2,085 | $408.8K | 0.00% | +1,248+149.1% | Added |
| Baird Financial Group, Inc. | 2,022 | $396.5K | 0.00% | +76+3.9% | Added |
| Hanlon Investment Management, Inc. | 2,000 | $392.1K | 0.11% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 1,914 | $375.3K | 0.01% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 1,879 | $368.4K | 0.06% | +2+0.1% | Added |
| GTS Securities LLC | 1,866 | $365.9K | 0.01% | +1,866 | New |
| Williams Jones Wealth Management, LLC. | 1,850 | $362.7K | 0.01% | +1,850 | New |
| Spectrum Asset Management, Inc. (NB/CA) | 1,800 | $352.9K | 0.18% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,757 | $345.0K | 0.00% | −1,891−51.8% | Reduced |
| Quantinno Capital Management LP | 1,736 | $340.0K | 0.02% | −4,022−69.9% | Reduced |
| MetLife Investment Management | 1,579 | $309.6K | 0.00% | +166+11.7% | Added |