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, Q1 2024
Institutional positions in Morningstar, Inc. as of Mar 31, 2024. 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
- 385
- +34 vs. Q4 2023
- Shares held
- 25.7M
- +651.8K (+2.6%) vs. Q4 2023
- Total value
- $7.92B
- +$752.3M (+10.5%) vs. Q4 2023
- New holders
- 56
- 138 more added
- Sold out
- 22
- 113 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Morningstar, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Select Equity Group, L.P. | 2,594,894 | $800.2M | 2.89% | −389,133−13.0% | Reduced |
| Vanguard Group Inc | 2,580,713 | $795.8M | 0.02% | +4,043+0.2% | Added |
| BlackRock Inc. | 2,447,222 | $754.6M | 0.02% | +55,179+2.3% | Added |
| Morgan Stanley | 1,936,979 | $597.3M | 0.05% | +9240.0% | Added |
| Bank of America Corp | 1,699,151 | $524.0M | 0.05% | +406,843+31.5% | Added |
| Bamco Inc | 1,308,671 | $403.6M | 1.08% | −13,780−1.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,226,820 | $378.3M | 0.88% | −19,749−1.6% | Reduced |
| Massachusetts Financial Services Co | 1,094,680 | $337.6M | 0.10% | +18,949+1.8% | Added |
| Wellington Management Group LLP | 790,041 | $243.6M | 0.04% | +280,555+55.1% | Added |
| State Street Corp | 771,444 | $237.9M | 0.01% | +29,909+4.0% | Added |
| Price T Rowe Associates Inc | 684,743 | $211.2M | 0.03% | −26,889−3.8% | Reduced |
| Wasatch Advisors Inc | 562,099 | $173.3M | 0.91% | +28,164+5.3% | Added |
| Geode Capital Management, LLC | 459,385 | $141.7M | 0.01% | +20,347+4.6% | Added |
| FMR LLC | 447,489 | $138.0M | 0.01% | +38,849+9.5% | Added |
| Liontrust Investment Partners LLP | 411,161 | $126.8M | 1.77% | −13,778−3.2% | Reduced |
| Bank of New York Mellon Corp | 359,151 | $110.8M | 0.02% | −27,325−7.1% | Reduced |
| Norges Bank | 305,207 | $94.1M | 0.01% | +5,409+1.8% | Added |
| Allspring Global Investments Holdings, LLC | 291,490 | $89.9M | 0.14% | +6,092+2.1% | Added |
| Dimensional Fund Advisors LP | 267,353 | $82.4M | 0.02% | −28,662−9.7% | Reduced |
| JPMorgan Chase & Co | 263,212 | $81.2M | 0.01% | −9,311−3.4% | Reduced |
| Royce & Associates LP | 224,994 | $69.4M | 0.62% | +1,342+0.6% | Added |
| Goldman Sachs Group Inc | 213,753 | $65.9M | 0.01% | +50,442+30.9% | Added |
| Principal Financial Group Inc | 187,631 | $57.9M | 0.03% | −332−0.2% | Reduced |
| Renaissance Technologies LLC | 186,500 | $57.5M | 0.09% | −29,400−13.6% | Reduced |
| Charles Schwab Investment Management Inc | 184,172 | $56.8M | 0.01% | +2,572+1.4% | Added |
| Northern Trust Corp | 171,468 | $52.9M | 0.01% | −23,467−12.0% | Reduced |
| M&G Plc | 169,783 | $52.3M | 0.31% | +169,783 | New |
| American Capital Management Inc | 143,256 | $44.2M | 1.42% | +529+0.4% | Added |
| Praesidium Investment Management Company, LLC | 140,192 | $43.2M | 6.38% | −37,003−20.9% | Reduced |
| SEI Investments Co | 126,932 | $39.1M | 0.06% | +3,482+2.8% | Added |
| Millennium Management LLC | 126,064 | $38.9M | 0.03% | +124,661+8,885.3% | Added |
| Copeland Capital Management, LLC | 104,693 | $32.3M | 0.59% | +4,362+4.3% | Added |
| Wells Fargo & Company | 102,054 | $31.5M | 0.01% | +323+0.3% | Added |
| Parnassus Investments | 94,728 | $29.2M | 0.06% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 87,876 | $27.1M | 0.01% | +1,209+1.4% | Added |
| Cramer Rosenthal McGlynn LLC | 85,435 | $26.3M | 1.43% | −7,030−7.6% | Reduced |
| Envestnet Asset Management Inc | 80,807 | $24.9M | 0.01% | +41,270+104.4% | Added |
| Rhumbline Advisers | 74,880 | $23.1M | 0.02% | −2,552−3.3% | Reduced |
| Confluence Investment Management LLC | 68,054 | $21.0M | 0.28% | −3,337−4.7% | Reduced |
| Nordea Investment Management AB | 65,167 | $20.1M | 0.02% | −439−0.7% | Reduced |
| Chicago Capital, LLC | 59,168 | $18.2M | 0.56% | −635−1.1% | Reduced |
| UBS Asset Management Americas Inc | 50,984 | $15.7M | 0.01% | +4,080+8.7% | Added |
| Swiss National Bank | 50,600 | $15.6M | 0.01% | +100+0.2% | Added |
| Credit Suisse AG | 47,934 | $14.8M | 0.01% | +328+0.7% | Added |
| DF Dent & Co Inc | 47,169 | $14.5M | 0.18% | −260−0.5% | Reduced |
| California Public Employees Retirement System | 46,416 | $14.3M | 0.01% | +6,525+16.4% | Added |
| Ci Investments Inc. | 44,502 | $13.7M | 0.05% | +647+1.5% | Added |
| Scout Investments, Inc. | 42,549 | $13.0M | 0.32% | +18,345+75.8% | Added |
| TownSquare Capital, LLC | 41,583 | $12.8M | 0.19% | +10,091+32.0% | Added |
| Bank of Nova Scotia | 41,567 | $12.8M | 0.03% | +18,698+81.8% | Added |
| Legal & General Group Plc | 41,533 | $12.8M | 0.00% | +400+1.0% | Added |
| Invesco Ltd. | 41,032 | $12.7M | 0.00% | −17,943−30.4% | Reduced |
| Asset Management One Co.,Ltd. | 36,435 | $11.2M | 0.04% | −1,851−4.8% | Reduced |
| Coronation Fund Managers Ltd. | 35,811 | $11.0M | 0.30% | −3,522−9.0% | Reduced |
| Barclays PLC | 34,993 | $10.8M | 0.00% | +11,152+46.8% | Added |
| American International Group, Inc. | 34,693 | $10.7M | 0.04% | −712−2.0% | Reduced |
| Balyasny Asset Management LLC | 34,465 | $10.6M | 0.03% | −32,910−48.8% | Reduced |
| Alliancebernstein L.P. | 34,244 | $10.6M | 0.00% | +637+1.9% | Added |
| Retirement Systems of Alabama | 32,709 | $10.1M | 0.04% | +86+0.3% | Added |
| Barlow Wealth Partners, Inc. | 32,918 | $10.1M | 1.37% | +1,012+3.2% | Added |
| Ameriprise Financial Inc | 30,847 | $9.51M | 0.00% | −171,750−84.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 29,413 | $9.07M | 0.03% | +29,413 | New |
| Congress Asset Management Co | 29,387 | $9.06M | 0.06% | +29,387 | New |
| First Trust Advisors LP | 29,157 | $8.99M | 0.01% | +18,171+165.4% | Added |
| Natixis | 29,000 | $8.94M | 0.05% | +2,000+7.4% | Added |
| Segall Bryant & Hamill, LLC | 28,935 | $8.92M | 0.17% | −697−2.4% | Reduced |
| National Bank of Canada | 28,229 | $8.42M | 0.01% | +5,071+21.9% | Added |
| Kornitzer Capital Management Inc | 26,781 | $8.26M | 0.15% | −1,041−3.7% | Reduced |
| Nicholas Company, Inc. | 26,310 | $8.11M | 0.13% | +50.0% | Added |
| California State Teachers Retirement System | 25,660 | $7.91M | 0.01% | −1,409−5.2% | Reduced |
| Cubist Systematic Strategies, LLC | 25,203 | $7.77M | 0.09% | +25,203 | New |
| Marks Group Wealth Management, Inc | 24,349 | $7.51M | 0.78% | +325+1.4% | Added |
| Motley Fool Wealth Management, LLC | 23,786 | $7.34M | 0.38% | −223−0.9% | Reduced |
| Manufacturers Life Insurance Company, The | 23,477 | $7.24M | 0.01% | +1,573+7.2% | Added |
| Texas Permanent School Fund | 22,796 | $7.03M | 0.06% | +298+1.3% | Added |
| Russell Investments Group, Ltd. | 22,413 | $6.91M | 0.01% | +82+0.4% | Added |
| Southeast Asset Advisors Inc. | 20,548 | $6.34M | 0.76% | −1,656−7.5% | Reduced |
| Fisher Asset Management, LLC | 19,993 | $6.17M | 0.00% | −2,962−12.9% | Reduced |
| UBS Group AG | 19,446 | $6.00M | 0.00% | +8,143+72.0% | Added |
| Capitolis Liquid Global Markets LLC | 19,000 | $5.86M | 0.09% | +19,000 | New |
| Stifel Financial Corp | 18,582 | $5.73M | 0.01% | +357+2.0% | Added |
| Daiwa Securities Group Inc. | 17,945 | $5.53M | 0.03% | −5,660−24.0% | Reduced |
| Great West Life Assurance Co | 17,696 | $5.45M | 0.01% | +1,997+12.7% | Added |
| State Board of Administration of Florida Retirement System | 26,641 | $5.41M | 0.01% | +218+0.8% | Added |
| New York State Common Retirement Fund | 17,493 | $5.39M | 0.01% | −1,557−8.2% | Reduced |
| Man Group plc | 17,430 | $5.37M | 0.01% | −2,971−14.6% | Reduced |
| Algert Global LLC | 17,391 | $5.36M | 0.21% | +972+5.9% | Added |
| Raymond James & Associates | 16,155 | $4.98M | 0.00% | +240+1.5% | Added |
| HighTower Advisors, LLC | 15,954 | $4.93M | 0.01% | +6,767+73.7% | Added |
| Mutual of America Capital Management LLC | 15,518 | $4.79M | 0.05% | −577−3.6% | Reduced |
| Neuberger Berman Group LLC | 15,488 | $4.78M | 0.00% | +2,734+21.4% | Added |
| MetLife Investment Management | 15,365 | $4.74M | 0.03% | −374−2.4% | Reduced |
| Canada Pension Plan Investment Board | 14,958 | $4.61M | 0.00% | −20,042−57.3% | Reduced |
| State of Alaska, Department of Revenue | 14,887 | $4.59M | 0.05% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 14,787 | $4.56M | 0.01% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 14,785 | $4.56M | 0.29% | −392−2.6% | Reduced |
| Amalgamated Bank | 14,468 | $4.46M | 0.04% | −4,042−21.8% | Reduced |
| Victory Capital Management Inc | 14,216 | $4.38M | 0.00% | −1,370−8.8% | Reduced |
| YHB Investment Advisors, Inc. | 14,037 | $4.33M | 0.38% | −55−0.4% | Reduced |
| ING Groep NV | 14,000 | $4.32M | 0.03% | +14,000 | New |