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 |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 125 | $34.9K | 0.01% | +125 | New |
| Pinnacle Financial Partners Inc | 120 | $34.3K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 120 | $34.3K | 0.00% | +41+51.9% | Added |
| Principal Securities, Inc. | 101 | $28.9K | 0.00% | +101 | New |
| Grove Bank & Trust | 100 | $28.6K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 91 | $26.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 84 | $24.0K | 0.00% | +11+15.1% | Added |
| Private Trust Co NA | 84 | $24.0K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 83 | $23.8K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 79 | $22.6K | 0.00% | +5+6.8% | Added |
| GWM Advisors LLC | 77 | $22.1K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 76 | $21.8K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 70 | $20.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 66 | $18.9K | 0.00% | +66 | New |
| Creative Financial Designs Inc | 63 | $18.0K | 0.00% | 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 |
| Covestor Ltd | 51 | $15.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 52 | $14.9K | 0.00% | −2−3.7% | Reduced |
| JJJ Advisors Inc. | 48 | $13.7K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 39 | $11.2K | 0.01% | 00.0% | Unchanged |
| 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 |
| Ronald Blue Trust, Inc. | 37 | $9.00K | 0.00% | −6−14.0% | Reduced |
| Frazier Financial Advisors, LLC | 31 | $8.87K | 0.01% | +31 | New |
| JFS Wealth Advisors, LLC | 26 | $7.44K | 0.00% | +3+13.0% | 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 |
| Farther Finance Advisors, LLC | 22 | $6.30K | 0.00% | +8+57.1% | Added |
| Venturi Wealth Management, LLC | 21 | $6.01K | 0.00% | +1+5.0% | Added |
| Kiely Wealth Advisory Group, Inc. | 20 | $5.55K | 0.00% | +20 | New |
| West Tower Group, LLC | 19 | $5.44K | 0.01% | +7+58.3% | Added |
| SYSTM Wealth Solutions LLC | 17 | $4.87K | 0.00% | −2,137−99.2% | Reduced |
| Atlantic Private Wealth, LLC | 16 | $4.58K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 15 | $4.29K | 0.00% | +15 | New |
| Amundi | 15 | $4.12K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 15 | $4.09K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 12 | $3.30K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 11 | $3.15K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 8 | $2.29K | 0.00% | +3+60.0% | 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 |
| 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 |
| 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 |
| Harbour Investments, Inc. | 4 | $1.15K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3 | $859 | 0.00% | +2+200.0% | Added |
| Glassman Wealth Services | 2 | $572 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1 | $287 | 0.00% | +1 | New |
| Toronto Dominion Bank | 1 | $286 | 0.00% | 00.0% | Unchanged |
| 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 |