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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 5,751 | $1.65M | 0.06% | −84−1.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 5,794 | $1.66M | 0.04% | +24+0.4% | Added |
| New York State Teachers Retirement System | 5,800 | $1.66M | 0.00% | +200+3.6% | Added |
| Schonfeld Strategic Advisors LLC | 5,870 | $1.68M | 0.01% | +5,870 | New |
| Two Sigma Advisers, LP | 6,100 | $1.75M | 0.00% | −200−3.2% | Reduced |
| Sepio Capital, LP | 6,120 | $1.75M | 0.15% | −635−9.4% | Reduced |
| Point72 Europe (London) LLP | 6,136 | $1.76M | 0.22% | +6,136 | New |
| ClariVest Asset Management LLC | 6,173 | $1.77M | 0.10% | +6,173 | New |
| Jump Financial, LLC | 6,194 | $1.77M | 0.06% | +6,194 | New |
| State of Michigan Retirement System | 6,200 | $1.77M | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 6,221 | $1.78M | 0.00% | +946+17.9% | Added |
| Thrivent Financial for Lutherans | 6,507 | $1.86M | 0.00% | −8−0.1% | Reduced |
| Empire Life Investments Inc. | 6,659 | $1.91M | 0.12% | +128+2.0% | Added |
| Two Sigma Investments, LP | 7,100 | $2.03M | 0.00% | −70−1.0% | Reduced |
| Arizona State Retirement System | 7,154 | $2.05M | 0.02% | −115−1.6% | Reduced |
| Louisiana State Employees Retirement System | 7,300 | $2.09M | 0.04% | −100−1.4% | Reduced |
| Oregon Public Employees Retirement Fund | 7,362 | $2.11M | 0.04% | +62+0.8% | Added |
| Linden Thomas Advisory Services, LLC | 7,379 | $2.11M | 0.39% | +224+3.1% | Added |
| LPL Financial LLC | 7,477 | $2.14M | 0.00% | +1,714+29.7% | Added |
| Bright Rock Capital Management, LLC | 7,500 | $2.15M | 0.49% | −2,500−25.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 7,620 | $2.18M | 0.00% | +7,620 | New |
| George Kaiser Family Foundation | 7,638 | $2.19M | 0.45% | −6,716−46.8% | Reduced |
| Ashford Capital Management Inc | 7,885 | $2.26M | 0.30% | +270+3.5% | Added |
| Kensington Investment Counsel, LLC | 8,317 | $2.38M | 1.25% | +79+1.0% | Added |
| Redmond Asset Management, LLC | 8,359 | $2.39M | 0.77% | −169−2.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 8,420 | $2.41M | 0.02% | +520+6.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 8,512 | $2.44M | 0.03% | +450+5.6% | Added |
| Campbell & CO Investment Adviser LLC | 8,549 | $2.45M | 0.22% | +8,549 | New |
| Atria Investments LLC | 8,735 | $2.50M | 0.04% | −2,820−24.4% | Reduced |
| Mawer Investment Management Ltd. | 8,736 | $2.50M | 0.01% | +716+8.9% | Added |
| Point72 Hong Kong Ltd | 8,911 | $2.55M | 0.16% | +8,911 | New |
| Advisors Preferred, LLC | 9,336 | $2.59M | 0.43% | +9,336 | New |
| Susquehanna Portfolio Strategies, LLC | 9,147 | $2.62M | 0.05% | +9,147 | New |
| Captrust Financial Advisors | 9,160 | $2.62M | 0.01% | −1,638−15.2% | Reduced |
| HighTower Advisors, LLC | 9,187 | $2.62M | 0.00% | +526+6.1% | Added |
| Ceera Investments, LLC | 9,991 | $2.86M | 1.35% | −2,465−19.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 10,435 | $2.99M | 0.01% | −17,897−63.2% | Reduced |
| M&T Bank Corp | 10,467 | $3.00M | 0.01% | −568−5.1% | Reduced |
| Cardinal Capital Management | 10,693 | $3.06M | 0.58% | −122−1.1% | Reduced |
| Public Employees Retirement System of Ohio | 10,901 | $3.12M | 0.01% | +293+2.8% | Added |
| Oppenheimer Asset Management Inc. | 10,938 | $3.13M | 0.04% | +417+4.0% | Added |
| First Trust Advisors LP | 10,986 | $3.14M | 0.00% | +9,885+897.8% | Added |
| 1832 Asset Management L.P. | 11,200 | $3.21M | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 11,303 | $3.24M | 0.00% | +8,656+327.0% | Added |
| Voya Investment Management LLC | 11,319 | $3.24M | 0.00% | −247−2.1% | Reduced |
| US Bancorp | 11,392 | $3.26M | 0.00% | −35−0.3% | Reduced |
| Treasurer of the State of North Carolina | 11,402 | $3.26M | 0.02% | +110+1.0% | Added |
| Ensign Peak Advisors, Inc | 11,455 | $3.28M | 0.01% | +3,535+44.6% | Added |
| Comerica Bank | 11,756 | $3.37M | 0.02% | −215−1.8% | Reduced |
| Janus Henderson Group PLC | 11,879 | $3.40M | 0.00% | −19−0.2% | Reduced |
| Yousif Capital Management, LLC | 12,103 | $3.46M | 0.04% | −102−0.8% | Reduced |
| State of Tennessee, Treasury Department | 12,500 | $3.58M | 0.01% | +12,500 | New |
| Commerce Bank | 12,569 | $3.60M | 0.03% | −1,371−9.8% | Reduced |
| CI Private Wealth, LLC | 12,588 | $3.60M | 0.01% | −988−7.3% | Reduced |
| Neuberger Berman Group LLC | 12,754 | $3.65M | 0.00% | +168+1.3% | Added |
| State of Wisconsin Investment Board | 13,176 | $3.77M | 0.01% | −5,635−30.0% | Reduced |
| PEAK6 Investments LLC | 13,320 | $3.81M | 0.16% | +10,685+405.5% | Added |
| Henshaw Capital LLC | 13,415 | $3.84M | 0.20% | +3,075+29.7% | Added |
| Polen Capital Management LLC | 13,785 | $3.95M | 0.01% | −276−2.0% | Reduced |
| YHB Investment Advisors, Inc. | 14,092 | $4.03M | 0.39% | −4,426−23.9% | Reduced |
| Duality Advisers, LP | 14,161 | $4.05M | 0.43% | +14,161 | New |
| State of New Jersey Common Pension Fund D | 14,787 | $4.23M | 0.01% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 14,887 | $4.26M | 0.05% | −270−1.8% | Reduced |
| Azzad Asset Management Inc | 15,003 | $4.29M | 0.54% | −1,397−8.5% | Reduced |
| Motley Fool Asset Management LLC | 15,177 | $4.34M | 0.32% | −343−2.2% | Reduced |
| Quadrature Capital Ltd | 15,585 | $4.46M | 0.08% | −14,034−47.4% | Reduced |
| Victory Capital Management Inc | 15,586 | $4.46M | 0.00% | −652−4.0% | Reduced |
| Great West Life Assurance Co | 15,699 | $4.49M | 0.01% | −443−2.7% | Reduced |
| MetLife Investment Management | 15,739 | $4.51M | 0.03% | −237−1.5% | Reduced |
| Raymond James & Associates | 15,915 | $4.56M | 0.00% | −2,775−14.8% | Reduced |
| Mutual of America Capital Management LLC | 16,095 | $4.61M | 0.05% | −816−4.8% | Reduced |
| Algert Global LLC | 16,419 | $4.70M | 0.19% | −7,238−30.6% | Reduced |
| Stifel Financial Corp | 18,225 | $5.22M | 0.01% | +126+0.7% | Added |
| Amalgamated Bank | 18,510 | $5.30M | 0.04% | +407+2.2% | Added |
| New York State Common Retirement Fund | 19,050 | $5.45M | 0.01% | −2,002−9.5% | Reduced |
| Man Group plc | 20,401 | $5.84M | 0.02% | – | – |
| Manufacturers Life Insurance Company, The | 21,904 | $6.27M | 0.00% | −886−3.9% | Reduced |
| Southeast Asset Advisors Inc. | 22,204 | $6.36M | 0.84% | −7,658−25.6% | Reduced |
| Russell Investments Group, Ltd. | 22,331 | $6.39M | 0.01% | −4,051−15.4% | Reduced |
| National Bank of Canada | 23,158 | $6.41M | 0.01% | −102,045−81.5% | Reduced |
| Texas Permanent School Fund | 22,498 | $6.44M | 0.06% | +403+1.8% | Added |
| Bank of Nova Scotia | 22,869 | $6.55M | 0.01% | −116,131−83.5% | Reduced |
| Fisher Asset Management, LLC | 22,955 | $6.57M | 0.00% | −5,507−19.3% | Reduced |
| Daiwa Securities Group Inc. | 23,605 | $6.76M | 0.04% | −2,330−9.0% | Reduced |
| Barclays PLC | 23,841 | $6.82M | 0.00% | −74,242−75.7% | Reduced |
| Motley Fool Wealth Management, LLC | 24,009 | $6.85M | 0.36% | −226−0.9% | Reduced |
| Marks Group Wealth Management, Inc | 24,024 | $6.88M | 0.78% | −214−0.9% | Reduced |
| Scout Investments, Inc. | 24,204 | $6.93M | 0.17% | −11,644−32.5% | Reduced |
| Nicholas Company, Inc. | 26,305 | $7.53M | 0.13% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 26,423 | $7.56M | 0.02% | +40+0.2% | Added |
| Natixis | 27,000 | $7.73M | 0.06% | +14,943+123.9% | Added |
| California State Teachers Retirement System | 27,069 | $7.75M | 0.01% | −1,229−4.3% | Reduced |
| Jane Street Group, LLC | 27,439 | $7.85M | 0.01% | +19,868+262.4% | Added |
| Kornitzer Capital Management Inc | 27,822 | $7.96M | 0.15% | −110−0.4% | Reduced |
| Segall Bryant & Hamill, LLC | 29,632 | $8.48M | 0.16% | +5,147+21.0% | Added |
| TownSquare Capital, LLC | 31,492 | $9.01M | 0.15% | +984+3.2% | Added |
| Barlow Wealth Partners, Inc. | 31,906 | $9.13M | 1.30% | +31,906 | New |
| Retirement Systems of Alabama | 32,623 | $9.34M | 0.04% | +135+0.4% | Added |
| Alliancebernstein L.P. | 33,607 | $9.62M | 0.00% | +240+0.7% | Added |
| Canada Pension Plan Investment Board | 35,000 | $10.0M | 0.01% | −6,000−14.6% | Reduced |