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 |
|---|---|---|---|---|---|
| American International Group, Inc. | 35,405 | $10.1M | 0.04% | −1,480−4.0% | Reduced |
| Asset Management One Co.,Ltd. | 38,286 | $11.0M | 0.04% | −130−0.3% | Reduced |
| Coronation Fund Managers Ltd. | 39,333 | $11.3M | 0.31% | +1,662+4.4% | Added |
| Envestnet Asset Management Inc | 39,537 | $11.3M | 0.00% | +4,964+14.4% | Added |
| California Public Employees Retirement System | 39,891 | $11.4M | 0.01% | −11,025−21.7% | Reduced |
| Legal & General Group Plc | 41,133 | $11.8M | 0.00% | +678+1.7% | Added |
| Ci Investments Inc. | 43,855 | $12.6M | 0.06% | −2,912−6.2% | Reduced |
| UBS Asset Management Americas Inc | 46,904 | $13.4M | 0.01% | +2,754+6.2% | Added |
| DF Dent & Co Inc | 47,429 | $13.6M | 0.18% | +1,366+3.0% | Added |
| Credit Suisse AG | 47,606 | $13.6M | 0.01% | −805−1.7% | Reduced |
| Swiss National Bank | 50,500 | $14.5M | 0.01% | −5,700−10.1% | Reduced |
| Invesco Ltd. | 58,975 | $16.9M | 0.00% | −193,093−76.6% | Reduced |
| Chicago Capital, LLC | 59,803 | $17.1M | 0.62% | −1,878−3.0% | Reduced |
| Nordea Investment Management AB | 65,606 | $18.8M | 0.02% | −1,487−2.2% | Reduced |
| Balyasny Asset Management LLC | 67,375 | $19.3M | 0.05% | −3,649−5.1% | Reduced |
| Confluence Investment Management LLC | 71,391 | $20.4M | 0.29% | −2,864−3.9% | Reduced |
| Rhumbline Advisers | 77,432 | $22.2M | 0.02% | −1,629−2.1% | Reduced |
| Nuveen Asset Management, LLC | 86,667 | $24.8M | 0.01% | −12,507−12.6% | Reduced |
| Cramer Rosenthal McGlynn LLC | 92,465 | $26.5M | 1.44% | −16,561−15.2% | Reduced |
| Parnassus Investments | 94,728 | $27.1M | 0.06% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 100,331 | $28.7M | 0.58% | −5,047−4.8% | Reduced |
| Wells Fargo & Company | 101,731 | $29.1M | 0.01% | −5,947−5.5% | Reduced |
| SEI Investments Co | 123,450 | $35.3M | 0.06% | −4,363−3.4% | Reduced |
| American Capital Management Inc | 142,727 | $40.9M | 1.40% | −19,060−11.8% | Reduced |
| M&G Investment Management Ltd | 160,109 | $45.8M | 0.28% | +11,754+7.9% | Added |
| Goldman Sachs Group Inc | 163,311 | $46.7M | 0.01% | −111,548−40.6% | Reduced |
| Praesidium Investment Management Company, LLC | 177,195 | $50.7M | 6.26% | −23,555−11.7% | Reduced |
| Charles Schwab Investment Management Inc | 181,600 | $52.0M | 0.01% | +5,188+2.9% | Added |
| Principal Financial Group Inc | 187,963 | $53.8M | 0.03% | −18,170−8.8% | Reduced |
| Northern Trust Corp | 194,935 | $55.8M | 0.01% | +3,164+1.6% | Added |
| Ameriprise Financial Inc | 202,597 | $58.0M | 0.02% | −51,374−20.2% | Reduced |
| Renaissance Technologies LLC | 215,900 | $61.8M | 0.10% | −48,900−18.5% | Reduced |
| Royce & Associates LP | 223,652 | $64.0M | 0.59% | +2,392+1.1% | Added |
| JPMorgan Chase & Co | 272,523 | $78.0M | 0.01% | −71,041−20.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 285,398 | $81.7M | 0.14% | +68,574+31.6% | Added |
| Dimensional Fund Advisors LP | 296,015 | $84.7M | 0.02% | +163+0.1% | Added |
| Norges Bank | 299,798 | $85.8M | 0.01% | +82,273+37.8% | Added |
| Bank of New York Mellon Corp | 386,476 | $110.6M | 0.02% | −3,151−0.8% | Reduced |
| FMR LLC | 408,640 | $117.0M | 0.01% | −25,899−6.0% | Reduced |
| Liontrust Investment Partners LLP | 424,939 | $121.6M | 1.77% | −28,191−6.2% | Reduced |
| Geode Capital Management, LLC | 439,038 | $125.7M | 0.01% | +16,509+3.9% | Added |
| Wellington Management Group LLP | 509,486 | $145.8M | 0.03% | +160,281+45.9% | Added |
| Wasatch Advisors Inc | 533,935 | $152.8M | 0.84% | +5,240+1.0% | Added |
| Price T Rowe Associates Inc | 711,632 | $203.7M | 0.03% | +17,944+2.6% | Added |
| State Street Corp | 741,535 | $212.3M | 0.01% | +28,029+3.9% | Added |
| Massachusetts Financial Services Co | 1,075,731 | $307.9M | 0.10% | +67,983+6.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,246,569 | $356.8M | 0.89% | −6,092−0.5% | Reduced |
| Bank of America Corp | 1,292,308 | $369.9M | 0.04% | +12,754+1.0% | Added |
| Bamco Inc | 1,322,451 | $378.5M | 1.01% | −4,157−0.3% | Reduced |
| Morgan Stanley | 1,936,055 | $554.2M | 0.05% | −21,255−1.1% | Reduced |
| BlackRock Inc. | 2,392,043 | $684.7M | 0.02% | +16,838+0.7% | Added |
| Vanguard Group Inc | 2,576,670 | $737.5M | 0.02% | +23,812+0.9% | Added |
| Select Equity Group, L.P. | 2,984,027 | $854.1M | 3.15% | −614,881−17.1% | Reduced |
| 2Xideas AG | 0 | $0 | 0.00% | −54,634−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −10,440−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −6,433−100.0% | Sold out |
| Alamar Capital Management, LLC | 0 | $0 | 0.00% | −5,841−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −3,683−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −1,579−100.0% | Sold out |
| Connectus Wealth, LLC | 0 | $0 | 0.00% | −1,517−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −1,351−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −205−100.0% | Sold out |
| IMA Wealth, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Tobam | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Column Capital Advisors, LLC | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |