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 |
|---|---|---|---|---|---|
| Commerce Bank | 12,569 | $3.60M | 0.03% | −1,371−9.8% | Reduced |
| State of Tennessee, Treasury Department | 12,500 | $3.58M | 0.01% | +12,500 | New |
| Yousif Capital Management, LLC | 12,103 | $3.46M | 0.04% | −102−0.8% | Reduced |
| Janus Henderson Group PLC | 11,879 | $3.40M | 0.00% | −19−0.2% | Reduced |
| Comerica Bank | 11,756 | $3.37M | 0.02% | −215−1.8% | Reduced |
| Ensign Peak Advisors, Inc | 11,455 | $3.28M | 0.01% | +3,535+44.6% | Added |
| Treasurer of the State of North Carolina | 11,402 | $3.26M | 0.02% | +110+1.0% | Added |
| US Bancorp | 11,392 | $3.26M | 0.00% | −35−0.3% | Reduced |
| Voya Investment Management LLC | 11,319 | $3.24M | 0.00% | −247−2.1% | Reduced |
| UBS Group AG | 11,303 | $3.24M | 0.00% | +8,656+327.0% | Added |
| 1832 Asset Management L.P. | 11,200 | $3.21M | 0.01% | 00.0% | Unchanged |
| First Trust Advisors LP | 10,986 | $3.14M | 0.00% | +9,885+897.8% | Added |
| Oppenheimer Asset Management Inc. | 10,938 | $3.13M | 0.04% | +417+4.0% | Added |
| Public Employees Retirement System of Ohio | 10,901 | $3.12M | 0.01% | +293+2.8% | Added |
| Cardinal Capital Management | 10,693 | $3.06M | 0.58% | −122−1.1% | Reduced |
| M&T Bank Corp | 10,467 | $3.00M | 0.01% | −568−5.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 10,435 | $2.99M | 0.01% | −17,897−63.2% | Reduced |
| Ceera Investments, LLC | 9,991 | $2.86M | 1.35% | −2,465−19.8% | Reduced |
| HighTower Advisors, LLC | 9,187 | $2.62M | 0.00% | +526+6.1% | Added |
| Captrust Financial Advisors | 9,160 | $2.62M | 0.01% | −1,638−15.2% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 9,147 | $2.62M | 0.05% | +9,147 | New |
| Advisors Preferred, LLC | 9,336 | $2.59M | 0.43% | +9,336 | New |
| Point72 Hong Kong Ltd | 8,911 | $2.55M | 0.16% | +8,911 | New |
| Mawer Investment Management Ltd. | 8,736 | $2.50M | 0.01% | +716+8.9% | Added |
| Atria Investments LLC | 8,735 | $2.50M | 0.04% | −2,820−24.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 8,549 | $2.45M | 0.22% | +8,549 | New |
| B. Metzler seel. Sohn & Co. AG | 8,512 | $2.44M | 0.03% | +450+5.6% | Added |
| Teachers Retirement System of the State of Kentucky | 8,420 | $2.41M | 0.02% | +520+6.6% | Added |
| Redmond Asset Management, LLC | 8,359 | $2.39M | 0.77% | −169−2.0% | Reduced |
| Kensington Investment Counsel, LLC | 8,317 | $2.38M | 1.25% | +79+1.0% | Added |
| Ashford Capital Management Inc | 7,885 | $2.26M | 0.30% | +270+3.5% | Added |
| George Kaiser Family Foundation | 7,638 | $2.19M | 0.45% | −6,716−46.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 7,620 | $2.18M | 0.00% | +7,620 | New |
| Bright Rock Capital Management, LLC | 7,500 | $2.15M | 0.49% | −2,500−25.0% | Reduced |
| LPL Financial LLC | 7,477 | $2.14M | 0.00% | +1,714+29.7% | Added |
| Linden Thomas Advisory Services, LLC | 7,379 | $2.11M | 0.39% | +224+3.1% | Added |
| Oregon Public Employees Retirement Fund | 7,362 | $2.11M | 0.04% | +62+0.8% | Added |
| Louisiana State Employees Retirement System | 7,300 | $2.09M | 0.04% | −100−1.4% | Reduced |
| Arizona State Retirement System | 7,154 | $2.05M | 0.02% | −115−1.6% | Reduced |
| Two Sigma Investments, LP | 7,100 | $2.03M | 0.00% | −70−1.0% | Reduced |
| Empire Life Investments Inc. | 6,659 | $1.91M | 0.12% | +128+2.0% | Added |
| Thrivent Financial for Lutherans | 6,507 | $1.86M | 0.00% | −8−0.1% | Reduced |
| Citigroup Inc | 6,221 | $1.78M | 0.00% | +946+17.9% | Added |
| State of Michigan Retirement System | 6,200 | $1.77M | 0.01% | 00.0% | Unchanged |
| Jump Financial, LLC | 6,194 | $1.77M | 0.06% | +6,194 | New |
| ClariVest Asset Management LLC | 6,173 | $1.77M | 0.10% | +6,173 | New |
| Point72 Europe (London) LLP | 6,136 | $1.76M | 0.22% | +6,136 | New |
| Sepio Capital, LP | 6,120 | $1.75M | 0.15% | −635−9.4% | Reduced |
| Two Sigma Advisers, LP | 6,100 | $1.75M | 0.00% | −200−3.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 5,870 | $1.68M | 0.01% | +5,870 | New |
| New York State Teachers Retirement System | 5,800 | $1.66M | 0.00% | +200+3.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,794 | $1.66M | 0.04% | +24+0.4% | Added |
| Ameritas Investment Partners, Inc. | 5,751 | $1.65M | 0.06% | −84−1.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,747 | $1.65M | 0.01% | +478+9.1% | Added |
| Xponance, Inc. | 5,658 | $1.62M | 0.02% | −100−1.7% | Reduced |
| AQR Capital Management LLC | 5,627 | $1.61M | 0.00% | −2,388−29.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,614 | $1.61M | 0.01% | +549+10.8% | Added |
| Handelsbanken Fonder AB | 5,572 | $1.59M | 0.01% | +2,200+65.2% | Added |
| Pathstone Holdings, LLC | 5,498 | $1.57M | 0.01% | +5,498 | New |
| Bessemer Group Inc | 5,455 | $1.56M | 0.00% | −2,453−31.0% | Reduced |
| MML Investors Services, LLC | 5,226 | $1.50M | 0.01% | +1,524+41.2% | Added |
| New Mexico Educational Retirement Board | 5,200 | $1.49M | 0.06% | 00.0% | Unchanged |
| Blair William & Co | 5,079 | $1.45M | 0.00% | −909−15.2% | Reduced |
| Magnetar Financial LLC | 5,030 | $1.44M | 0.04% | −1,113−18.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 5,030 | $1.44M | 0.02% | +13+0.3% | Added |
| Prudential Financial Inc | 4,732 | $1.35M | 0.00% | +3,130+195.4% | Added |
| Bank of Montreal | 4,661 | $1.35M | 0.00% | −4−0.1% | Reduced |
| Portside Wealth Group, LLC | 4,643 | $1.33M | 0.25% | +451+10.8% | Added |
| Utah Retirement Systems | 4,431 | $1.27M | 0.02% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 4,427 | $1.27M | 0.01% | 00.0% | Unchanged |
| Martin Capital Advisors, LLP | 4,356 | $1.25M | 1.05% | +77+1.8% | Added |
| CIBC Private Wealth Group, LLC | 4,325 | $1.24M | 0.00% | −142−3.2% | Reduced |
| BCGM Wealth Management, LLC | 4,308 | $1.23M | 0.50% | +73+1.7% | Added |
| Susquehanna International Group, LLP | 4,295 | $1.23M | 0.00% | −15,913−78.7% | Reduced |
| Norden Group LLC | 3,959 | $1.13M | 0.20% | +276+7.5% | Added |
| Tower Research Capital LLC (TRC) | 3,909 | $1.12M | 0.01% | +3,388+650.3% | Added |
| Black Creek Investment Management Inc. | 3,900 | $1.12M | 0.04% | −1,500−27.8% | Reduced |
| Pacer Advisors, Inc. | 3,846 | $1.10M | 0.00% | +1,629+73.5% | Added |
| Quantbot Technologies LP | 3,831 | $1.10M | 0.06% | +3,831 | New |
| Baker Tilly Wealth Management, LLC | 3,771 | $1.08M | 0.18% | +465+14.1% | Added |
| Advisory Services Network, LLC | 3,443 | $985.5K | 0.02% | −196−5.4% | Reduced |
| Covey Capital Advisors, LLC | 3,439 | $984.4K | 1.25% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 3,312 | $948.0K | 0.46% | −8−0.2% | Reduced |
| Teacher Retirement System of Texas | 3,311 | $948.0K | 0.01% | −772−18.9% | Reduced |
| Seeds Investor LLC | 3,296 | $943.5K | 1.07% | +3,296 | New |
| Janney Montgomery Scott LLC | 3,238 | $927.0K | 0.00% | −56−1.7% | Reduced |
| Advisor Group Holdings, Inc. | 3,228 | $924.0K | 0.00% | −1,705−34.6% | Reduced |
| HSBC Holdings PLC | 3,059 | $875.3K | 0.00% | +2,064+207.4% | Added |
| Cerity Partners LLC | 3,029 | $867.0K | 0.00% | +3,029 | New |
| Bradley Foster & Sargent Inc | 3,021 | $864.7K | 0.02% | 00.0% | Unchanged |
| Versor Investments LP | 3,000 | $858.7K | 0.17% | +3,000 | New |
| Davy Global Fund Management Ltd | 2,994 | $857.0K | 0.10% | −536−15.2% | Reduced |
| BNP Paribas Arbitrage, SA | 2,994 | $857.0K | 0.00% | +662+28.4% | Added |
| Holocene Advisors, LP | 2,970 | $850.1K | 0.00% | −11,766−79.8% | Reduced |
| Federated Hermes, Inc. | 2,951 | $844.7K | 0.00% | −591−16.7% | Reduced |
| Gotham Asset Management, LLC | 2,911 | $833.2K | 0.02% | +2,911 | New |
| Pictet Asset Management Holding SA | 2,907 | $832.1K | 0.00% | +155+5.6% | Added |
| Franklin Resources Inc | 2,868 | $820.9K | 0.00% | −6,352−68.9% | Reduced |
| Public Employees Retirement Association of Colorado | 2,787 | $798.0K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 2,759 | $789.8K | 0.02% | +1,261+84.2% | Added |