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.
Q1 2024 vs. Q4 2023
How the institutions holding Morningstar, Inc. changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Of which not filed for Q1 2024 | Q1 2024 | Change |
|---|---|---|---|---|
| Holders | 353 | 2 | 385 | +34 |
| Shares | 25.2M | 160.9K | 25.7M | +651.8K (+2.6%) |
| Value | $7.22B | $46.0M | $7.92B | +$752.3M (+10.5%) |
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (56)
Institutions that held Morningstar, Inc. at the end of Q1 2024 but not at the end of Q4 2023.
Sold out (22)
Institutions that held Morningstar, Inc. at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| PEAK6 Investments LLC | 13,320 | $3.81M |
| Advisors Preferred, LLC | 9,336 | $2.59M |
| Mawer Investment Management Ltd. | 8,736 | $2.50M |
| Point72 Europe (London) LLP | 6,136 | $1.76M |
| Susquehanna International Group, LLP | 4,295 | $1.23M |
| Versor Investments LP | 3,000 | $858.7K |
| Holocene Advisors, LP | 2,970 | $850.1K |
| Nebula Research & Development LLC | 2,608 | $746.5K |
| GTS Securities LLC | 2,035 | $582.5K |
| Pekin Hardy Strauss, Inc. | 1,225 | $350.6K |
| Dynamic Technology Lab Private Ltd | 953 | $273.0K |
| Wolverine Trading, LLC | 912 | $261.1K |
| Teza Capital Management LLC | 751 | $215.0K |
| O'Dell Group, LLC | 166 | $47.5K |
| AdvisorNet Financial, Inc | 91 | $26.0K |
| Altshuler Shaham Ltd | 66 | $18.9K |
| Northwestern Mutual Wealth Management Co | 39 | $11.2K |
| Larson Financial Group LLC | 23 | $6.58K |
| West Tower Group, LLC | 19 | $5.44K |
| Gradient Investments LLC | 11 | $3.15K |
| Glassman Wealth Services | 2 | $572 |
| Toronto Dominion Bank | 1 | $286 |
Not filed for Q1 2024 yet (2)
Institutions that held Morningstar, Inc. at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| M&G Investment Management Ltd | 160,109 | $45.8M |
| DFPG Investments, LLC | 797 | $217.6K |