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.
Q4 2023 vs. Q3 2023
How the institutions holding Morningstar, Inc. changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Of which not filed for Q4 2023 | Q4 2023 | Change |
|---|---|---|---|---|
| Holders | 325 | 4 | 353 | +32 |
| Shares | 26.3M | 6.88K | 25.2M | −1.09M (−4.1%) |
| Value | $6.17B | $1.61M | $7.22B | +$1.05B (+17.0%) |
4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (52)
Institutions that held Morningstar, Inc. at the end of Q4 2023 but not at the end of Q3 2023.
Sold out (20)
Institutions that held Morningstar, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| 2Xideas AG | 54,634 | $12.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 50,000 | $11.7M |
| Bridgeway Capital Management, LLC | 10,440 | $2.45M |
| Marshall Wace, LLP | 8,000 | $1.87M |
| Citadel Advisors LLC | 6,433 | $1.51M |
| Alamar Capital Management, LLC | 5,841 | $1.37M |
| Lloyd Advisory Services, LLC. | 3,683 | $862.8K |
| Jacobs Levy Equity Management, Inc | 1,579 | $369.9K |
| Connectus Wealth, LLC | 1,517 | $355.5K |
| Guggenheim Capital LLC | 1,351 | $316.5K |
| Exchange Traded Concepts, LLC | 205 | $48.0K |
| IMA Wealth, Inc. | 200 | $46.8K |
| Quarry LP | 128 | $30.0K |
| Earnest Partners LLC | 100 | $23.4K |
| Milestone Investment Advisors LLC | 96 | $22.5K |
| Concord Wealth Partners | 10 | $2.34K |
| Clearstead Advisors, LLC | 5 | $1.17K |
| Tobam | 3 | $1.00K |
| Baker Avenue Asset Management, LP | 2 | $468 |
| Crewe Advisors LLC | 1 | $235 |
Not filed for Q4 2023 yet (4)
Institutions that held Morningstar, Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| First Republic Investment Management, Inc. | 3,734 | $874.8K |
| Pathstone Family Office, LLC | 2,561 | $599.9K |
| Column Capital Advisors, LLC | 569 | $133.3K |
| Steward Financial Group LLC | 17 | $3.00K |