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 |
|---|---|---|---|---|---|
| Activest Wealth Management | 0 | $131 | 0.00% | −681−100.0% | Reduced |
| Parkside Financial Bank & Trust | 1 | $309 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $309 | 0.00% | +1 | New |
| Albion Financial Group | 2 | $617 | 0.00% | +2 | New |
| Smartleaf Asset Management LLC | 3 | $924 | 0.00% | +3 | New |
| SRS Capital Advisors, Inc. | 3 | $926 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 4 | $1.23K | 0.00% | +4 | New |
| Carolinas Wealth Consulting LLC | 4 | $1.29K | 0.00% | +4 | New |
| Manchester Capital Management LLC | 5 | $1.54K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 5 | $1.54K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 5 | $1.54K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 6 | $1.75K | 0.00% | +6 | New |
| Harbour Investments, Inc. | 6 | $1.85K | 0.00% | +2+50.0% | Added |
| SJS Investment Consulting Inc. | 6 | $1.85K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 7 | $2.00K | 0.00% | +7 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $2.16K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 8 | $2.47K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 8 | $2.47K | 0.00% | +1+14.3% | Added |
| Tortoise Investment Management, LLC | 9 | $2.77K | 0.00% | +9 | New |
| West Paces Advisors Inc. | 10 | $3.08K | 0.00% | +10 | New |
| Mather Group, LLC. | 13 | $3.72K | 0.00% | +13 | New |
| Asset Dedication, LLC | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 15 | $4.29K | 0.00% | 00.0% | Unchanged |
| Amundi | 15 | $4.39K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15 | $4.63K | 0.00% | +15 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 15 | $4.63K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 16 | $4.93K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 16 | $5.00K | 0.00% | +16 | New |
| Kiely Wealth Advisory Group, Inc. | 20 | $5.72K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 20 | $6.17K | 0.00% | +8+66.7% | Added |
| EverSource Wealth Advisors, LLC | 23 | $6.50K | 0.00% | +17+283.3% | Added |
| Farther Finance Advisors, LLC | 22 | $6.74K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 22 | $6.78K | 0.00% | +22 | New |
| LGT Financial Advisors LLC | 23 | $7.09K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 24 | $7.40K | 0.00% | −2−7.7% | Reduced |
| Venturi Wealth Management, LLC | 24 | $7.40K | 0.00% | +3+14.3% | Added |
| FinTrust Capital Advisors, LLC | 24 | $7.40K | 0.00% | +24 | New |
| Ronald Blue Trust, Inc. | 26 | $8.02K | 0.00% | −11−29.7% | Reduced |
| IFP Advisors, Inc | 30 | $9.25K | 0.00% | −9−23.1% | Reduced |
| Frazier Financial Advisors, LLC | 31 | $9.56K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 38 | $11.7K | 0.00% | +38 | New |
| Wolff Wiese Magana LLC | 39 | $12.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 48 | $14.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 49 | $15.0K | 0.01% | −2−3.9% | Reduced |
| Lindbrook Capital, LLC | 52 | $16.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 63 | $19.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 62 | $19.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 63 | $19.4K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 66 | $20.4K | 0.01% | +66 | New |
| Capital Advisors, Ltd. LLC | 70 | $22.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 75 | $23.1K | 0.00% | −55−42.3% | Reduced |
| Rise Advisors, LLC | 76 | $23.4K | 0.01% | +76 | New |
| Cedar Mountain Advisors, LLC | 76 | $23.5K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 79 | $24.4K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 84 | $25.0K | 0.00% | −499−85.6% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 83 | $25.6K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 84 | $25.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 91 | $28.1K | 0.00% | +14+18.2% | Added |
| Allworth Financial LP | 93 | $28.7K | 0.00% | +9+10.7% | Added |
| Grove Bank & Trust | 100 | $30.8K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 108 | $33.3K | 0.00% | +108 | New |
| Pinnacle Financial Partners Inc | 120 | $37.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 125 | $38.5K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 132 | $40.7K | 0.01% | +7+5.6% | Added |
| Quent Capital, LLC | 141 | $43.5K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 142 | $43.8K | 0.00% | +12+9.2% | Added |
| Whittier Trust Co | 151 | $46.6K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 170 | $52.4K | 0.00% | +50+41.7% | Added |
| Steward Partners Investment Advisory, LLC | 176 | $54.3K | 0.00% | +10+6.0% | Added |
| First Horizon Advisors, Inc. | 178 | $55.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 201 | $62.0K | 0.02% | 00.0% | Unchanged |
| Headlands Technologies LLC | 214 | $66.0K | 0.02% | +214 | New |
| Harbor Investment Advisory, LLC | 222 | $68.5K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 228 | $70.3K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 234 | $72.2K | 0.00% | +2+0.9% | Added |
| Bokf, NA | 325 | $99.6K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 328 | $101.1K | 0.02% | +328 | New |
| Umb Bank N A | 347 | $107.0K | 0.00% | +7+2.1% | Added |
| Boit C F David | 400 | $114.9K | 0.06% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 375 | $115.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 418 | $128.9K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 508 | $156.7K | 0.00% | −2,720−84.3% | Reduced |
| KBC Group NV | 557 | $172.0K | 0.00% | +81+17.0% | Added |
| North Star Investment Management Corp. | 577 | $177.9K | 0.01% | −25−4.2% | Reduced |
| Quadrant Capital Group LLC | 593 | $182.9K | 0.01% | −6−1.0% | Reduced |
| HM Payson & Co | 600 | $185.0K | 0.00% | −200−25.0% | Reduced |
| Ritholtz Wealth Management | 651 | $200.7K | 0.01% | +651 | New |
| Meiji Yasuda Asset Management Co Ltd. | 667 | $205.7K | 0.01% | +667 | New |
| Harbor Capital Advisors, Inc. | 667 | $206.0K | 0.03% | +119+21.7% | Added |
| Symmetry Partners, LLC | 677 | $209.0K | 0.02% | +677 | New |
| Glenview Trust Co | 696 | $214.6K | 0.00% | +696 | New |
| Great Valley Advisor Group, Inc. | 703 | $216.6K | 0.01% | +703 | New |
| Claret Asset Management Corp | 711 | $219.0K | 0.04% | −56−7.3% | Reduced |
| Dundas Partners LLP | 729 | $225.0K | 0.02% | +131+21.9% | Added |
| Glenmede Trust Co NA | 740 | $228.2K | 0.00% | +740 | New |
| Principal Securities, Inc. | 741 | $228.5K | 0.01% | +640+633.7% | Added |
| CIBC Asset Management Inc | 748 | $230.7K | 0.00% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 796 | $245.5K | 0.01% | 00.0% | Unchanged |
| Edge Financial Advisors LLC | 798 | $246.1K | 0.22% | +798 | New |
| Panagora Asset Management Inc | 800 | $246.7K | 0.00% | 00.0% | Unchanged |