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 |
|---|---|---|---|---|---|
| Legacy Advisors, LLC | 2,752 | $787.7K | 0.10% | −435−13.6% | Reduced |
| Creative Planning | 2,693 | $770.8K | 0.00% | +262+10.8% | Added |
| Nebula Research & Development LLC | 2,608 | $746.5K | 0.23% | +2,608 | New |
| Williams Jones Wealth Management, LLC. | 2,600 | $744.2K | 0.01% | +100+4.0% | Added |
| Avantax Advisory Services, Inc. | 2,553 | $730.8K | 0.01% | −273−9.7% | Reduced |
| Alliance Wealth Advisors, LLC | 2,541 | $727.3K | 0.24% | +51+2.0% | Added |
| Simon Quick Advisors, LLC | 2,534 | $725.3K | 0.06% | −780−23.5% | Reduced |
| Twin Tree Management, LP | 2,507 | $717.6K | 0.01% | +2,507 | New |
| Deutsche Bank AG | 2,404 | $688.1K | 0.00% | +1,261+110.3% | Added |
| PDT Partners, LLC | 2,311 | $661.5K | 0.07% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 2,246 | $643.0K | 0.05% | −7−0.3% | Reduced |
| Planning Alternatives Ltd | 2,205 | $631.2K | 0.11% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 2,204 | $630.9K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,178 | $623.0K | 0.01% | +1,424+188.9% | Added |
| Gateway Investment Advisers LLC | 2,128 | $609.1K | 0.01% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 2,108 | $603.4K | 0.02% | +2,108 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,062 | $590.1K | 0.01% | +327+18.8% | Added |
| GTS Securities LLC | 2,035 | $582.5K | 0.01% | +928+83.8% | Added |
| Crossmark Global Holdings, Inc. | 2,024 | $579.0K | 0.01% | −65−3.1% | Reduced |
| Truist Financial Corp | 2,006 | $574.2K | 0.00% | +941+88.4% | Added |
| Maryland State Retirement & Pension System | 1,914 | $547.9K | 0.01% | 00.0% | Unchanged |
| Equitable Trust Co | 1,871 | $535.6K | 0.04% | −34−1.8% | Reduced |
| Quantinno Capital Management LP | 1,812 | $519.0K | 0.02% | −877−32.6% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 1,800 | $515.2K | 0.23% | 00.0% | Unchanged |
| Bank of Stockton | 1,828 | $509.4K | 0.17% | −1,008−35.5% | Reduced |
| Park Avenue Securities LLC | 1,771 | $507.0K | 0.01% | +578+48.4% | Added |
| American Century Companies Inc | 1,748 | $500.3K | 0.00% | +166+10.5% | Added |
| Baird Financial Group, Inc. | 1,690 | $483.7K | 0.00% | −307−15.4% | Reduced |
| Royal Bank of Canada | 1,684 | $482.0K | 0.00% | +172+11.4% | Added |
| Precision Wealth Strategies, LLC | 1,569 | $449.1K | 0.44% | +31+2.0% | Added |
| Commonwealth Equity Services, LLC | 1,564 | $448.0K | 0.00% | −153−8.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 1,512 | $432.8K | 0.00% | −288−16.0% | Reduced |
| Connable Office Inc | 1,470 | $420.8K | 0.05% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 1,462 | $418.0K | 0.00% | +1,462 | New |
| Raymond James Trust N.A. | 1,448 | $414.5K | 0.01% | −47−3.1% | Reduced |
| Millennium Management LLC | 1,403 | $401.6K | 0.00% | +1,403 | New |
| ProShare Advisors LLC | 1,370 | $392.1K | 0.00% | −35−2.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,369 | $391.9K | 0.01% | +338+32.8% | Added |
| Fiduciary Trust Co | 1,292 | $369.8K | 0.01% | −25−1.9% | Reduced |
| Cadent Capital Advisors, LLC | 1,233 | $352.9K | 0.18% | 00.0% | Unchanged |
| Welch & Forbes LLC | 1,225 | $350.6K | 0.01% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 1,225 | $350.6K | 0.05% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,222 | $349.8K | 0.00% | +257+26.6% | Added |
| Mariner, LLC | 1,214 | $347.6K | 0.00% | +36+3.1% | Added |
| Ballentine Partners, LLC | 1,203 | $344.3K | 0.01% | +1,203 | New |
| Capital Investment Counsel, Inc | 1,150 | $329.2K | 0.06% | 00.0% | Unchanged |
| Shelton Capital Management | 1,139 | $326.0K | 0.01% | +1,139 | New |
| Ethic Inc. | 1,138 | $325.7K | 0.01% | +140+14.0% | Added |
| Heartland Bank & Trust Co | 1,130 | $323.5K | 0.22% | 00.0% | Unchanged |
| Inceptionr LLC | 1,103 | $315.7K | 0.23% | +1,103 | New |
| Parallel Advisors, LLC | 1,091 | $312.3K | 0.01% | +34+3.2% | Added |
| Verition Fund Management LLC | 1,076 | $308.0K | 0.00% | +1,076 | New |
| Mercer Global Advisors Inc | 1,066 | $305.0K | 0.00% | +89+9.1% | Added |
| Benjamin Edwards Inc | 1,052 | $301.0K | 0.07% | +115+12.3% | Added |
| Invesco, LLC | 1,009 | $288.8K | 0.13% | −188−15.7% | Reduced |
| Bard Financial Services, Inc. | 1,000 | $286.2K | 0.03% | 00.0% | Unchanged |
| Shell Asset Management Co | 976 | $279.0K | 0.01% | −294−23.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 953 | $273.0K | 0.03% | +953 | New |
| Wolverine Trading, LLC | 912 | $261.1K | 0.00% | +912 | New |
| Wallace Advisory Group, LLC | 1,114 | $260.9K | 0.20% | −89−7.4% | Reduced |
| HBK Sorce Advisory LLC | 896 | $256.5K | 0.01% | +40+4.7% | Added |
| Profund Advisors LLC | 845 | $241.9K | 0.01% | +845 | New |
| Cetera Investment Advisers | 844 | $241.6K | 0.00% | −46−5.2% | Reduced |
| HM Payson & Co | 800 | $229.0K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 800 | $229.0K | 0.00% | +800 | New |
| Spears Abacus Advisors LLC | 796 | $227.8K | 0.02% | +796 | New |
| Claret Asset Management Corp | 767 | $220.0K | 0.04% | +767 | New |
| DFPG Investments, LLC | 797 | $217.6K | 0.02% | −113−12.4% | Reduced |
| Kestra Private Wealth Services, LLC | 755 | $216.1K | 0.01% | +755 | New |
| Teza Capital Management LLC | 751 | $215.0K | 0.04% | −802−51.6% | Reduced |
| CIBC Asset Management Inc | 748 | $214.1K | 0.00% | +748 | New |
| FirstPurpose Wealth LLC | 728 | $208.4K | 0.08% | +728 | New |
| Envestnet Portfolio Solutions, Inc. | 709 | $203.0K | 0.00% | +709 | New |
| Activest Wealth Management | 681 | $194.8K | 0.11% | +1+0.1% | Added |
| North Star Investment Management Corp. | 602 | $172.3K | 0.01% | −10−1.6% | Reduced |
| Quadrant Capital Group LLC | 599 | $171.5K | 0.01% | +165+38.0% | Added |
| Dundas Partners LLP | 598 | $171.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 583 | $166.0K | 0.00% | +583 | New |
| Harbor Capital Advisors, Inc. | 548 | $156.9K | 0.03% | −111−16.8% | Reduced |
| KBC Group NV | 476 | $136.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 423 | $122.0K | 0.02% | +245+137.6% | Added |
| Signaturefd, LLC | 418 | $119.6K | 0.00% | +26+6.6% | Added |
| Aquatic Capital Management LLC | 400 | $114.0K | 0.00% | +400 | New |
| Boit C F David | 400 | $109.2K | 0.06% | +400 | New |
| Cullen/Frost Bankers, Inc. | 375 | $107.3K | 0.00% | −200−34.8% | Reduced |
| Umb Bank N A | 340 | $97.3K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 325 | $93.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 324 | $93.0K | 0.00% | +40+14.1% | Added |
| Fifth Third Bancorp | 232 | $66.4K | 0.00% | +38+19.6% | Added |
| CVA Family Office, LLC | 228 | $65.3K | 0.01% | +228 | New |
| Harbor Investment Advisory, LLC | 222 | $63.5K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 201 | $57.5K | 0.02% | −2−1.0% | Reduced |
| First Horizon Advisors, Inc. | 178 | $51.1K | 0.00% | +6+3.5% | Added |
| 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 |
| Whittier Trust Co | 151 | $43.2K | 0.00% | −90−37.3% | Reduced |
| Quent Capital, LLC | 141 | $40.4K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 130 | $37.2K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 130 | $37.2K | 0.00% | +5+4.0% | Added |
| Brown Brothers Harriman & Co | 125 | $35.8K | 0.00% | 00.0% | Unchanged |