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, Q4 2023
Institutional positions in Morningstar, Inc. as of Dec 31, 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
- 353
- +32 vs. Q3 2023
- Shares held
- 25.2M
- −1.09M (−4.1%) vs. Q3 2023
- Total value
- $7.22B
- +$1.05B (+17.0%) vs. Q3 2023
- New holders
- 52
- 111 more added
- Sold out
- 20
- 130 more reduced
4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Morningstar, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 1 | $286 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1 | $287 | 0.00% | +1 | New |
| Glassman Wealth Services | 2 | $572 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3 | $859 | 0.00% | +2+200.0% | Added |
| Harbour Investments, Inc. | 4 | $1.15K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 5 | $1.43K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 5 | $1.43K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 5 | $1.43K | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 6 | $1.72K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 6 | $1.72K | 0.00% | +3+100.0% | Added |
| Massmutual Trust Co FSB | 7 | $2.00K | 0.00% | −1−12.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 7 | $2.00K | 0.00% | +7 | New |
| Farmers & Merchants Investments Inc | 8 | $2.29K | 0.00% | +3+60.0% | Added |
| Gradient Investments LLC | 11 | $3.15K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 12 | $3.30K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 15 | $4.09K | 0.00% | 00.0% | Unchanged |
| Amundi | 15 | $4.12K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 15 | $4.29K | 0.00% | +15 | New |
| Atlantic Private Wealth, LLC | 16 | $4.58K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 17 | $4.87K | 0.00% | −2,137−99.2% | Reduced |
| West Tower Group, LLC | 19 | $5.44K | 0.01% | +7+58.3% | Added |
| Kiely Wealth Advisory Group, Inc. | 20 | $5.55K | 0.00% | +20 | New |
| Venturi Wealth Management, LLC | 21 | $6.01K | 0.00% | +1+5.0% | Added |
| Farther Finance Advisors, LLC | 22 | $6.30K | 0.00% | +8+57.1% | Added |
| LGT Financial Advisors LLC | 23 | $6.58K | 0.01% | −1−4.2% | Reduced |
| Larson Financial Group LLC | 23 | $6.58K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 26 | $7.44K | 0.00% | +3+13.0% | Added |
| Frazier Financial Advisors, LLC | 31 | $8.87K | 0.01% | +31 | New |
| Ronald Blue Trust, Inc. | 37 | $9.00K | 0.00% | −6−14.0% | Reduced |
| IFP Advisors, Inc | 39 | $11.2K | 0.00% | +2+5.4% | Added |
| Northwestern Mutual Wealth Management Co | 39 | $11.2K | 0.00% | +29+290.0% | Added |
| Wolff Wiese Magana LLC | 39 | $11.2K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 48 | $13.7K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 52 | $14.9K | 0.00% | −2−3.7% | Reduced |
| Covestor Ltd | 51 | $15.0K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 62 | $18.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 63 | $18.0K | 0.00% | +63 | New |
| Creative Financial Designs Inc | 63 | $18.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 66 | $18.9K | 0.00% | +66 | New |
| Capital Advisors, Ltd. LLC | 70 | $20.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 76 | $21.8K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 77 | $22.1K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 79 | $22.6K | 0.00% | +5+6.8% | Added |
| Bradley & Co. Private Wealth Management, LLC | 83 | $23.8K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 84 | $24.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 84 | $24.0K | 0.00% | +11+15.1% | Added |
| AdvisorNet Financial, Inc | 91 | $26.0K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 100 | $28.6K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 101 | $28.9K | 0.00% | +101 | New |
| Proequities, Inc. | 120 | $34.3K | 0.00% | +41+51.9% | Added |
| Pinnacle Financial Partners Inc | 120 | $34.3K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 125 | $34.9K | 0.01% | +125 | New |
| Brown Brothers Harriman & Co | 125 | $35.8K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 130 | $37.2K | 0.00% | +5+4.0% | Added |
| Central Trust Co | 130 | $37.2K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 141 | $40.4K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 151 | $43.2K | 0.00% | −90−37.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 166 | $47.5K | 0.00% | +57+52.3% | Added |
| O'Dell Group, LLC | 166 | $47.5K | 0.01% | +166 | New |
| First Horizon Advisors, Inc. | 178 | $51.1K | 0.00% | +6+3.5% | Added |
| Versant Capital Management, Inc | 201 | $57.5K | 0.02% | −2−1.0% | Reduced |
| Harbor Investment Advisory, LLC | 222 | $63.5K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 228 | $65.3K | 0.01% | +228 | New |
| Fifth Third Bancorp | 232 | $66.4K | 0.00% | +38+19.6% | Added |
| CWM, LLC | 324 | $93.0K | 0.00% | +40+14.1% | Added |
| Bokf, NA | 325 | $93.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 340 | $97.3K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 375 | $107.3K | 0.00% | −200−34.8% | Reduced |
| Boit C F David | 400 | $109.2K | 0.06% | +400 | New |
| Aquatic Capital Management LLC | 400 | $114.0K | 0.00% | +400 | New |
| Signaturefd, LLC | 418 | $119.6K | 0.00% | +26+6.6% | Added |
| Harvest Fund Management Co., Ltd | 423 | $122.0K | 0.02% | +245+137.6% | Added |
| KBC Group NV | 476 | $136.0K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 548 | $156.9K | 0.03% | −111−16.8% | Reduced |
| Acadian Asset Management LLC | 583 | $166.0K | 0.00% | +583 | New |
| Dundas Partners LLP | 598 | $171.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 599 | $171.5K | 0.01% | +165+38.0% | Added |
| North Star Investment Management Corp. | 602 | $172.3K | 0.01% | −10−1.6% | Reduced |
| Activest Wealth Management | 681 | $194.8K | 0.11% | +1+0.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 709 | $203.0K | 0.00% | +709 | New |
| FirstPurpose Wealth LLC | 728 | $208.4K | 0.08% | +728 | New |
| CIBC Asset Management Inc | 748 | $214.1K | 0.00% | +748 | New |
| Teza Capital Management LLC | 751 | $215.0K | 0.04% | −802−51.6% | Reduced |
| Kestra Private Wealth Services, LLC | 755 | $216.1K | 0.01% | +755 | New |
| DFPG Investments, LLC | 797 | $217.6K | 0.02% | −113−12.4% | Reduced |
| Claret Asset Management Corp | 767 | $220.0K | 0.04% | +767 | New |
| Spears Abacus Advisors LLC | 796 | $227.8K | 0.02% | +796 | New |
| HM Payson & Co | 800 | $229.0K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 800 | $229.0K | 0.00% | +800 | New |
| Cetera Investment Advisers | 844 | $241.6K | 0.00% | −46−5.2% | Reduced |
| Profund Advisors LLC | 845 | $241.9K | 0.01% | +845 | New |
| HBK Sorce Advisory LLC | 896 | $256.5K | 0.01% | +40+4.7% | Added |
| Wallace Advisory Group, LLC | 1,114 | $260.9K | 0.20% | −89−7.4% | Reduced |
| Wolverine Trading, LLC | 912 | $261.1K | 0.00% | +912 | New |
| Dynamic Technology Lab Private Ltd | 953 | $273.0K | 0.03% | +953 | New |
| Shell Asset Management Co | 976 | $279.0K | 0.01% | −294−23.1% | Reduced |
| Bard Financial Services, Inc. | 1,000 | $286.2K | 0.03% | 00.0% | Unchanged |
| Invesco, LLC | 1,009 | $288.8K | 0.13% | −188−15.7% | Reduced |
| Benjamin Edwards Inc | 1,052 | $301.0K | 0.07% | +115+12.3% | Added |