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 |
|---|---|---|---|---|---|
| Atlantic Private Wealth, LLC | 16 | $3.75K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 15 | $3.51K | 0.00% | +15 | New |
| Amundi | 15 | $3.38K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 14 | $3.28K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 17 | $3.00K | 0.00% | +17 | New |
| West Tower Group, LLC | 12 | $2.81K | 0.00% | +12 | New |
| Global Retirement Partners, LLC | 12 | $2.76K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 11 | $2.58K | 0.00% | +11 | New |
| Concord Wealth Partners | 10 | $2.34K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 10 | $2.34K | 0.00% | +10 | New |
| Massmutual Trust Co FSB | 8 | $1.87K | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 6 | $1.41K | 0.00% | +2+50.0% | Added |
| Manchester Capital Management LLC | 5 | $1.17K | 0.00% | −1−16.7% | Reduced |
| JNBA Financial Advisors | 5 | $1.17K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 5 | $1.17K | 0.00% | +5 | New |
| Farmers & Merchants Investments Inc | 5 | $1.17K | 0.00% | +5 | New |
| Tobam | 3 | $1.00K | 0.00% | +3 | New |
| Harbour Investments, Inc. | 4 | $937 | 0.00% | +4 | New |
| EverSource Wealth Advisors, LLC | 3 | $703 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 2 | $468 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 2 | $468 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1 | $235 | 0.00% | −3−75.0% | Reduced |
| Crewe Advisors LLC | 1 | $235 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 1 | $234 | 0.00% | +1 | New |
| Millennium Management LLC | 0 | $0 | 0.00% | −332,294−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −74,263−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −74,000−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −22,289−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −17,134−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −9,986−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −6,337−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −5,866−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −5,445−100.0% | Sold out |
| Troluce Capital Advisors LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −4,480−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −4,476−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −4,308−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −4,169−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −3,862−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −3,427−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −3,336−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −3,269−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −2,883−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −2,805−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −2,480−100.0% | Sold out |
| Hanlon Investment Management, Inc. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −1,551−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −1,473−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −1,265−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −1,068−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −414−100.0% | Sold out |
| McIlrath & Eck, LLC | 0 | $0 | 0.00% | −320−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −228−100.0% | Sold out |
| O'Dell Group, LLC | 0 | $0 | 0.00% | −166−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −124−100.0% | Sold out |
| Foster Dykema Cabot & Co Inc | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −196−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| Vigilant Capital Management, LLC | – | – | – | – | Not filed |