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