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, Q3 2023
Institutional positions in Morningstar, Inc. as of Sep 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
- 325
- +33 vs. Q2 2023
- Shares held
- 26.3M
- +1.87M (+7.7%) vs. Q2 2023
- Total value
- $6.17B
- +$1.38B (+28.7%) vs. Q2 2023
- New holders
- 69
- 101 more added
- Sold out
- 36
- 95 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Morningstar, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mawer Investment Management Ltd. | 8,020 | $1.88M | 0.01% | +754+10.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 8,062 | $1.89M | 0.03% | −7,402−47.9% | Reduced |
| Kensington Investment Counsel, LLC | 8,238 | $1.93M | 1.20% | +327+4.1% | Added |
| Redmond Asset Management, LLC | 8,528 | $2.00M | 0.71% | +5+0.1% | Added |
| HighTower Advisors, LLC | 8,661 | $2.03M | 0.00% | +338+4.1% | Added |
| Franklin Resources Inc | 9,220 | $2.16M | 0.00% | −9,486−50.7% | Reduced |
| Bright Rock Capital Management, LLC | 10,000 | $2.34M | 0.57% | 00.0% | Unchanged |
| Henshaw Capital LLC | 10,340 | $2.42M | 0.14% | −2,368−18.6% | Reduced |
| Bridgeway Capital Management, LLC | 10,440 | $2.45M | 0.06% | −8,160−43.9% | Reduced |
| Oppenheimer Asset Management Inc. | 10,521 | $2.46M | 0.04% | +3,313+46.0% | Added |
| Public Employees Retirement System of Ohio | 10,608 | $2.48M | 0.01% | −1,154−9.8% | Reduced |
| Captrust Financial Advisors | 10,798 | $2.53M | 0.01% | −2,650−19.7% | Reduced |
| Cardinal Capital Management | 10,815 | $2.53M | 0.52% | +158+1.5% | Added |
| M&T Bank Corp | 11,035 | $2.58M | 0.01% | −62−0.6% | Reduced |
| 1832 Asset Management L.P. | 11,200 | $2.62M | 0.01% | +11,200 | New |
| Treasurer of the State of North Carolina | 11,292 | $2.65M | 0.01% | +60+0.5% | Added |
| US Bancorp | 11,427 | $2.68M | 0.00% | +652+6.1% | Added |
| Atria Investments LLC | 11,555 | $2.71M | 0.05% | +567+5.2% | Added |
| Voya Investment Management LLC | 11,566 | $2.71M | 0.00% | −379−3.2% | Reduced |
| Janus Henderson Group PLC | 11,898 | $2.79M | 0.00% | +20.0% | Added |
| Comerica Bank | 11,971 | $2.80M | 0.01% | +11,971 | New |
| Natixis | 12,057 | $2.82M | 0.02% | −36,943−75.4% | Reduced |
| Yousif Capital Management, LLC | 12,205 | $2.86M | 0.04% | +12,205 | New |
| Ceera Investments, LLC | 12,456 | $2.92M | 1.59% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 12,586 | $2.95M | 0.00% | +314+2.6% | Added |
| CI Private Wealth, LLC | 13,576 | $3.18M | 0.01% | −1,424−9.5% | Reduced |
| Commerce Bank | 13,940 | $3.27M | 0.03% | −273−1.9% | Reduced |
| Polen Capital Management LLC | 14,061 | $3.29M | 0.01% | +8,439+150.1% | Added |
| George Kaiser Family Foundation | 14,354 | $3.36M | 0.64% | −2,436−14.5% | Reduced |
| Holocene Advisors, LP | 14,736 | $3.45M | 0.02% | +9,043+158.8% | Added |
| State of New Jersey Common Pension Fund D | 14,787 | $3.46M | 0.01% | +1,426+10.7% | Added |
| State of Alaska, Department of Revenue | 15,157 | $3.55M | 0.04% | +3,085+25.6% | Added |
| Motley Fool Asset Management LLC | 15,520 | $3.64M | 0.29% | −441−2.8% | Reduced |
| MetLife Investment Management | 15,976 | $3.74M | 0.03% | +14,397+911.8% | Added |
| Great West Life Assurance Co | 16,142 | $3.78M | 0.01% | +13,981+647.0% | Added |
| Victory Capital Management Inc | 16,238 | $3.80M | 0.00% | +4,299+36.0% | Added |
| Azzad Asset Management Inc | 16,400 | $3.84M | 0.54% | +929+6.0% | Added |
| Mutual of America Capital Management LLC | 16,911 | $3.96M | 0.05% | +16,911 | New |
| Stifel Financial Corp | 18,099 | $4.24M | 0.01% | −148−0.8% | Reduced |
| Amalgamated Bank | 18,103 | $4.24M | 0.04% | +12,545+225.7% | Added |
| YHB Investment Advisors, Inc. | 18,518 | $4.34M | 0.40% | −394−2.1% | Reduced |
| Raymond James & Associates | 18,690 | $4.38M | 0.00% | +128+0.7% | Added |
| State of Wisconsin Investment Board | 18,811 | $4.41M | 0.01% | −1,100−5.5% | Reduced |
| Susquehanna International Group, LLP | 20,208 | $4.73M | 0.01% | +7,518+59.2% | Added |
| New York State Common Retirement Fund | 21,052 | $4.93M | 0.01% | −32,781−60.9% | Reduced |
| Texas Permanent School Fund | 22,095 | $5.18M | 0.05% | +22,095 | New |
| Man Group plc | – | $5.27M | 0.02% | – | – |
| Manufacturers Life Insurance Company, The | 22,790 | $5.34M | 0.00% | +21,542+1,726.1% | Added |
| Algert Global LLC | 23,657 | $5.54M | 0.26% | −11,974−33.6% | Reduced |
| Motley Fool Wealth Management, LLC | 24,235 | $5.67M | 0.33% | +58+0.2% | Added |
| Marks Group Wealth Management, Inc | 24,238 | $5.68M | 0.70% | −458−1.9% | Reduced |
| Segall Bryant & Hamill, LLC | 24,485 | $5.74M | 0.07% | −14,878−37.8% | Reduced |
| Daiwa Securities Group Inc. | 25,935 | $6.08M | 0.04% | −5,000−16.2% | Reduced |
| Nicholas Company, Inc. | 26,305 | $6.16M | 0.12% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 26,382 | $6.18M | 0.01% | +10,977+71.3% | Added |
| State Board of Administration of Florida Retirement System | 26,383 | $6.18M | 0.01% | +40+0.2% | Added |
| Kornitzer Capital Management Inc | 27,932 | $6.54M | 0.14% | −4,710−14.4% | Reduced |
| California State Teachers Retirement System | 28,298 | $6.63M | 0.01% | −2,793−9.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 28,332 | $6.64M | 0.02% | −76−0.3% | Reduced |
| Fisher Asset Management, LLC | 28,462 | $6.67M | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 29,619 | $6.94M | 0.14% | +29,619 | New |
| Southeast Asset Advisors Inc. | 29,862 | $6.99M | 0.98% | −4,728−13.7% | Reduced |
| TownSquare Capital, LLC | 30,508 | $7.15M | 0.13% | −1,720−5.3% | Reduced |
| Retirement Systems of Alabama | 32,488 | $7.61M | 0.04% | +32,488 | New |
| Alliancebernstein L.P. | 33,367 | $7.82M | 0.00% | +25,444+321.1% | Added |
| Envestnet Asset Management Inc | 34,573 | $8.10M | 0.00% | +17,748+105.5% | Added |
| Scout Investments, Inc. | 35,848 | $8.23M | 0.19% | −394−1.1% | Reduced |
| American International Group, Inc. | 36,885 | $8.64M | 0.06% | +36,407+7,616.5% | Added |
| Coronation Fund Managers Ltd. | 37,671 | $8.82M | 0.27% | −3,629−8.8% | Reduced |
| Asset Management One Co.,Ltd. | 38,416 | $9.00M | 0.04% | −2,877−7.0% | Reduced |
| Legal & General Group Plc | 40,455 | $9.48M | 0.00% | +12,776+46.2% | Added |
| Canada Pension Plan Investment Board | 41,000 | $9.60M | 0.01% | +25,000+156.3% | Added |
| UBS Asset Management Americas Inc | 44,150 | $10.3M | 0.00% | +953+2.2% | Added |
| DF Dent & Co Inc | 46,063 | $10.8M | 0.16% | +46,063 | New |
| Ci Investments Inc. | 46,767 | $11.0M | 0.06% | +905+2.0% | Added |
| Credit Suisse AG | 48,411 | $11.3M | 0.01% | −628−1.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 50,000 | $11.7M | 0.05% | +21,314+74.3% | Added |
| California Public Employees Retirement System | 50,916 | $11.9M | 0.01% | −3,186−5.9% | Reduced |
| 2Xideas AG | 54,634 | $12.8M | 1.42% | −2,928−5.1% | Reduced |
| Swiss National Bank | 56,200 | $13.2M | 0.01% | +600+1.1% | Added |
| Chicago Capital, LLC | 61,681 | $14.4M | 0.68% | −1,708−2.7% | Reduced |
| Nordea Investment Management AB | 67,093 | $16.0M | 0.02% | −158−0.2% | Reduced |
| Balyasny Asset Management LLC | 71,024 | $16.6M | 0.05% | +71,024 | New |
| Confluence Investment Management LLC | 74,255 | $17.4M | 0.27% | −2,022−2.7% | Reduced |
| Rhumbline Advisers | 79,061 | $18.5M | 0.02% | +45,130+133.0% | Added |
| Parnassus Investments | 94,728 | $22.2M | 0.05% | 00.0% | Unchanged |
| Barclays PLC | 98,083 | $23.0M | 0.01% | +55,865+132.3% | Added |
| Nuveen Asset Management, LLC | 99,174 | $23.2M | 0.01% | +16,627+20.1% | Added |
| Copeland Capital Management, LLC | 105,378 | $24.7M | 0.53% | +1,473+1.4% | Added |
| Wells Fargo & Company | 107,678 | $25.2M | 0.01% | −3,073−2.8% | Reduced |
| Cramer Rosenthal McGlynn LLC | 109,026 | $25.5M | 1.43% | +35,752+48.8% | Added |
| National Bank of Canada | 125,203 | $28.7M | 0.05% | −16,998−12.0% | Reduced |
| SEI Investments Co | 127,813 | $29.9M | 0.05% | +1,637+1.3% | Added |
| Bank of Nova Scotia | 139,000 | $32.6M | 0.09% | −4,475−3.1% | Reduced |
| M&G Investment Management Ltd | 148,355 | $34.7M | 0.25% | +5,139+3.6% | Added |
| American Capital Management Inc | 161,787 | $37.9M | 1.46% | −5,995−3.6% | Reduced |
| Charles Schwab Investment Management Inc | 176,412 | $41.3M | 0.01% | +8,474+5.0% | Added |
| Northern Trust Corp | 191,771 | $44.9M | 0.01% | +70,428+58.0% | Added |
| Praesidium Investment Management Company, LLC | 200,750 | $47.0M | 6.06% | −73,320−26.8% | Reduced |
| Principal Financial Group Inc | 206,133 | $48.3M | 0.03% | +89,099+76.1% | Added |