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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 814 | $252.0K | 0.00% | −870−51.7% | Reduced |
| HBK Sorce Advisory LLC | 851 | $262.4K | 0.01% | −45−5.0% | Reduced |
| Shell Asset Management Co | 888 | $263.0K | 0.01% | −88−9.0% | Reduced |
| Quadrature Capital Ltd | 872 | $269.1K | 0.00% | −14,713−94.4% | Reduced |
| Harvest Fund Management Co., Ltd | 910 | $280.0K | 0.03% | +487+115.1% | Added |
| FirstPurpose Wealth LLC | 953 | $298.2K | 0.11% | +225+30.9% | Added |
| Bard Financial Services, Inc. | 1,000 | $308.4K | 0.03% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 1,000 | $310.0K | 0.00% | −66−6.2% | Reduced |
| Cresset Asset Management, LLC | 1,011 | $311.9K | 0.00% | +1,011 | New |
| Profund Advisors LLC | 1,032 | $318.2K | 0.01% | +187+22.1% | Added |
| Invesco, LLC | 1,038 | $320.1K | 0.14% | +29+2.9% | Added |
| Shelton Capital Management | 1,100 | $339.2K | 0.01% | −39−3.4% | Reduced |
| CWM, LLC | 1,107 | $341.0K | 0.00% | +783+241.7% | Added |
| Wallace Advisory Group, LLC | 1,196 | $342.3K | 0.26% | +82+7.4% | Added |
| XTX Topco Ltd | 1,115 | $343.8K | 0.05% | +1,115 | New |
| Heartland Bank & Trust Co | 1,130 | $348.5K | 0.20% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 1,140 | $351.7K | 0.00% | +431+60.8% | Added |
| Quest Partners LLC | 1,145 | $353.1K | 0.06% | +1,145 | New |
| Capital Investment Counsel, Inc | 1,150 | $354.6K | 0.06% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 1,151 | $354.9K | 0.03% | +1,151 | New |
| Pearl River Capital, LLC | 1,174 | $362.0K | 0.06% | +1,174 | New |
| Parallel Advisors, LLC | 1,209 | $372.8K | 0.01% | +118+10.8% | Added |
| Ballentine Partners, LLC | 1,215 | $374.7K | 0.01% | +12+1.0% | Added |
| Welch & Forbes LLC | 1,225 | $377.8K | 0.01% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 1,233 | $380.2K | 0.15% | 00.0% | Unchanged |
| ProShare Advisors LLC | 1,272 | $392.2K | 0.00% | −98−7.2% | Reduced |
| Mariner, LLC | 1,285 | $396.1K | 0.00% | +71+5.8% | Added |
| Fiduciary Trust Co | 1,292 | $398.4K | 0.01% | 00.0% | Unchanged |
| Maven Securities LTD | 1,300 | $400.9K | 0.02% | +1,300 | New |
| The PNC Financial Services Group, Inc. | 1,311 | $404.3K | 0.00% | +89+7.3% | Added |
| Virtu Financial LLC | 1,316 | $406.0K | 0.03% | +1,316 | New |
| Edgestream Partners, L.P. | 1,383 | $426.5K | 0.02% | +1,383 | New |
| Entropy Technologies, LP | 1,386 | $427.4K | 0.05% | +1,386 | New |
| Bank of Stockton | 1,389 | $428.3K | 0.13% | −439−24.0% | Reduced |
| Kestra Private Wealth Services, LLC | 1,417 | $437.0K | 0.01% | +662+87.7% | Added |
| Raymond James Trust N.A. | 1,445 | $445.6K | 0.01% | −3−0.2% | Reduced |
| Baird Financial Group, Inc. | 1,448 | $446.5K | 0.00% | −242−14.3% | Reduced |
| Benjamin Edwards Inc | 1,467 | $452.0K | 0.09% | +415+39.4% | Added |
| Connable Office Inc | 1,470 | $453.3K | 0.05% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 1,476 | $455.0K | 0.00% | −88−5.6% | Reduced |
| Engineers Gate Manager LP | 1,546 | $476.7K | 0.01% | −562−26.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 1,559 | $480.6K | 0.00% | +47+3.1% | Added |
| Tower Research Capital LLC (TRC) | 1,600 | $493.4K | 0.01% | −2,309−59.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,622 | $500.2K | 0.01% | +253+18.5% | Added |
| Deutsche Bank AG | 1,662 | $512.5K | 0.00% | −742−30.9% | Reduced |
| Park Avenue Securities LLC | 1,665 | $513.0K | 0.01% | −106−6.0% | Reduced |
| Verition Fund Management LLC | 1,771 | $546.1K | 0.01% | +695+64.6% | Added |
| Gibbs Wealth Management | 1,786 | $550.7K | 0.32% | +1,786 | New |
| Spectrum Asset Management, Inc. (NB/CA) | 1,800 | $555.1K | 0.24% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 1,914 | $565.1K | 0.01% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 1,836 | $566.2K | 0.04% | +1,836 | New |
| Diversify Advisory Services, LLC | 1,878 | $575.3K | 0.03% | +1,878 | New |
| Equitable Trust Co | 1,871 | $577.0K | 0.04% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 1,924 | $593.0K | 0.01% | +112+6.2% | Added |
| Schonfeld Strategic Advisors LLC | 1,944 | $599.5K | 0.00% | −3,926−66.9% | Reduced |
| Point72 Hong Kong Ltd | 1,952 | $602.0K | 0.03% | −6,959−78.1% | Reduced |
| Graham Capital Management, L.P. | 2,028 | $625.4K | 0.02% | +2,028 | New |
| Exchange Traded Concepts, LLC | 2,037 | $628.1K | 0.02% | +2,037 | New |
| Procyon Private Wealth Partners, LLC | 2,057 | $634.4K | 0.05% | −189−8.4% | Reduced |
| Crossmark Global Holdings, Inc. | 2,059 | $635.0K | 0.01% | +35+1.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 2,102 | $648.3K | 0.00% | −5,518−72.4% | Reduced |
| Susquehanna Fundamental Investments, LLC | 2,122 | $654.4K | 0.03% | +2,122 | New |
| Precision Wealth Strategies, LLC | 2,123 | $654.7K | 0.62% | +554+35.3% | Added |
| Gateway Investment Advisers LLC | 2,128 | $656.2K | 0.01% | 00.0% | Unchanged |
| Twin Tree Management, LP | 2,150 | $663.0K | 0.02% | −357−14.2% | Reduced |
| Captrust Financial Advisors | 2,174 | $670.2K | 0.00% | −6,986−76.3% | Reduced |
| SYSTM Wealth Solutions LLC | 2,180 | $672.2K | 0.08% | +2,163+12,723.5% | Added |
| Securian Asset Management, Inc | 2,204 | $679.6K | 0.02% | 00.0% | Unchanged |
| Planning Alternatives Ltd | 2,205 | $680.0K | 0.11% | 00.0% | Unchanged |
| Inceptionr LLC | 2,247 | $692.9K | 0.18% | +1,144+103.7% | Added |
| Franklin Resources Inc | 2,277 | $702.2K | 0.00% | −591−20.6% | Reduced |
| PDT Partners, LLC | 2,311 | $712.6K | 0.07% | 00.0% | Unchanged |
| Ethic Inc. | 2,325 | $717.0K | 0.02% | +1,187+104.3% | Added |
| Cetera Investment Advisers | 2,366 | $729.6K | 0.00% | +1,522+180.3% | Added |
| Seeds Investor LLC | 2,416 | $744.9K | 0.69% | −880−26.7% | Reduced |
| American Century Companies Inc | 2,437 | $751.5K | 0.00% | +689+39.4% | Added |
| Simon Quick Advisors, LLC | 2,534 | $781.5K | 0.06% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 2,600 | $801.8K | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 2,747 | $847.2K | 0.02% | −12−0.4% | Reduced |
| Avantax Advisory Services, Inc. | 2,764 | $852.5K | 0.01% | +211+8.3% | Added |
| Federated Hermes, Inc. | 2,784 | $858.5K | 0.00% | −167−5.7% | Reduced |
| Public Employees Retirement Association of Colorado | 2,787 | $859.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 2,800 | $863.4K | 0.03% | +2,400+600.0% | Added |
| Creative Planning | 2,831 | $873.0K | 0.00% | +138+5.1% | Added |
| Trexquant Investment LP | 2,883 | $889.0K | 0.02% | +2,883 | New |
| Legacy Advisors, LLC | 2,976 | $917.7K | 0.12% | +224+8.1% | Added |
| Bradley Foster & Sargent Inc | 3,021 | $931.6K | 0.02% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 3,058 | $943.0K | 0.00% | −180−5.6% | Reduced |
| Covey Capital Advisors, LLC | 3,127 | $964.3K | 1.16% | −312−9.1% | Reduced |
| Central Pacific Bank - Trust Division | 3,196 | $979.0K | 0.12% | +3,196 | New |
| HSBC Holdings PLC | 3,236 | $997.5K | 0.00% | +177+5.8% | Added |
| Advisory Services Network, LLC | 3,248 | $1.00M | 0.02% | −195−5.7% | Reduced |
| Pictet Asset Management Holding SA | 3,255 | $1.00M | 0.00% | +348+12.0% | Added |
| Accretive Wealth Partners, LLC | 3,415 | $1.00M | 0.44% | +103+3.1% | Added |
| Scientech Research LLC | 3,283 | $1.01M | 0.54% | +3,283 | New |
| Teacher Retirement System of Texas | 3,575 | $1.10M | 0.01% | +264+8.0% | Added |
| LPL Financial LLC | 3,601 | $1.11M | 0.00% | −3,876−51.8% | Reduced |
| Davy Global Fund Management Ltd | 3,677 | $1.13M | 0.13% | +683+22.8% | Added |
| Truist Financial Corp | 3,804 | $1.17M | 0.00% | +1,798+89.6% | Added |
| Black Creek Investment Management Inc. | 3,900 | $1.20M | 0.04% | 00.0% | Unchanged |