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 |
|---|---|---|---|---|---|
| Toroso Investments, LLC | 3,913 | $1.21M | 0.02% | +3,913 | New |
| Pacer Advisors, Inc. | 3,914 | $1.21M | 0.00% | +68+1.8% | Added |
| Magnetar Financial LLC | 3,956 | $1.22M | 0.03% | −1,074−21.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 3,961 | $1.22M | 0.22% | +190+5.0% | Added |
| Two Sigma Advisers, LP | 4,000 | $1.23M | 0.00% | −2,100−34.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 4,120 | $1.27M | 0.11% | −4,429−51.8% | Reduced |
| Martin Capital Advisors, LLP | 4,356 | $1.34M | 1.05% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 4,403 | $1.36M | 0.01% | −24−0.5% | Reduced |
| Utah Retirement Systems | 4,431 | $1.37M | 0.02% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 4,483 | $1.38M | 0.41% | +1,942+76.4% | Added |
| BCGM Wealth Management, LLC | 4,500 | $1.39M | 0.50% | +192+4.5% | Added |
| Blair William & Co | 4,616 | $1.42M | 0.00% | −463−9.1% | Reduced |
| STRS Ohio | 4,634 | $1.43M | 0.01% | +4,634 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,792 | $1.48M | 0.02% | +2,730+132.4% | Added |
| Bessemer Group Inc | 4,927 | $1.52M | 0.00% | −528−9.7% | Reduced |
| Buckingham Strategic Wealth, LLC | 5,022 | $1.55M | 0.02% | −8−0.2% | Reduced |
| CIBC Private Wealth Group, LLC | 5,179 | $1.59M | 0.00% | +854+19.7% | Added |
| New Mexico Educational Retirement Board | 5,200 | $1.60M | 0.06% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,271 | $1.63M | 0.01% | −343−6.1% | Reduced |
| Xponance, Inc. | 5,464 | $1.68M | 0.02% | −194−3.4% | Reduced |
| Handelsbanken Fonder AB | 5,572 | $1.72M | 0.01% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 5,599 | $1.73M | 0.32% | +956+20.6% | Added |
| Ameritas Investment Partners, Inc. | 5,751 | $1.77M | 0.06% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,762 | $1.78M | 0.01% | +15+0.3% | Added |
| MML Investors Services, LLC | 5,770 | $1.78M | 0.01% | +544+10.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,810 | $1.79M | 0.05% | +16+0.3% | Added |
| New York State Teachers Retirement System | 6,000 | $1.85M | 0.00% | +200+3.4% | Added |
| Sepio Capital, LP | 6,114 | $1.89M | 0.16% | −6−0.1% | Reduced |
| BNP Paribas Arbitrage, SA | 6,114 | $1.89M | 0.00% | +3,120+104.2% | Added |
| ClariVest Asset Management LLC | 6,120 | $1.89M | 0.20% | −53−0.9% | Reduced |
| Ashford Capital Management Inc | 6,171 | $1.90M | 0.26% | −1,714−21.7% | Reduced |
| Gotham Asset Management, LLC | 6,272 | $1.93M | 0.03% | +3,361+115.5% | Added |
| CIBC World Markets Corp | 6,386 | $1.97M | 0.01% | +6,386 | New |
| State of Michigan Retirement System | 6,400 | $1.97M | 0.01% | +200+3.2% | Added |
| Oregon Public Employees Retirement Fund | 6,417 | $1.98M | 0.04% | −945−12.8% | Reduced |
| Empire Life Investments Inc. | 6,659 | $2.05M | 0.13% | 00.0% | Unchanged |
| Norden Group LLC | 6,752 | $2.08M | 0.42% | +2,793+70.5% | Added |
| Two Sigma Investments, LP | 6,800 | $2.10M | 0.01% | −300−4.2% | Reduced |
| Quantbot Technologies LP | 6,914 | $2.13M | 0.12% | +3,083+80.5% | Added |
| Arizona State Retirement System | 7,041 | $2.17M | 0.02% | −113−1.6% | Reduced |
| Thrivent Financial for Lutherans | 7,194 | $2.22M | 0.00% | +687+10.6% | Added |
| Linden Thomas Advisory Services, LLC | 7,391 | $2.28M | 0.37% | +12+0.2% | Added |
| Bright Rock Capital Management, LLC | 7,500 | $2.31M | 0.48% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 7,500 | $2.31M | 0.04% | +200+2.7% | Added |
| George Kaiser Family Foundation | 7,638 | $2.36M | 0.45% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 7,915 | $2.44M | 0.04% | +7,915 | New |
| Oppenheimer Asset Management Inc. | 8,189 | $2.53M | 0.04% | −2,749−25.1% | Reduced |
| Atria Investments LLC | 8,268 | $2.55M | 0.04% | −467−5.3% | Reduced |
| Pathstone Holdings, LLC | 8,295 | $2.56M | 0.01% | +2,797+50.9% | Added |
| Redmond Asset Management, LLC | 8,335 | $2.57M | 0.82% | −24−0.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 8,420 | $2.60M | 0.02% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 8,604 | $2.65M | 0.03% | +92+1.1% | Added |
| Jump Financial, LLC | 8,610 | $2.66M | 0.07% | +2,416+39.0% | Added |
| Susquehanna Portfolio Strategies, LLC | 9,147 | $2.82M | 0.07% | 00.0% | Unchanged |
| Polen Capital Management LLC | 9,331 | $2.88M | 0.01% | −4,454−32.3% | Reduced |
| Ceera Investments, LLC | 9,846 | $3.04M | 1.33% | −145−1.5% | Reduced |
| Public Employees Retirement System of Ohio | 9,973 | $3.08M | 0.01% | −928−8.5% | Reduced |
| Kensington Investment Counsel, LLC | 10,322 | $3.18M | 1.45% | +2,005+24.1% | Added |
| M&T Bank Corp | 10,436 | $3.22M | 0.01% | −31−0.3% | Reduced |
| Cerity Partners LLC | 10,664 | $3.29M | 0.01% | +7,635+252.1% | Added |
| Qube Research & Technologies Ltd | 10,815 | $3.34M | 0.01% | +10,815 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 10,840 | $3.34M | 0.01% | +405+3.9% | Added |
| Voya Investment Management LLC | 10,869 | $3.35M | 0.00% | −450−4.0% | Reduced |
| AQR Capital Management LLC | 10,995 | $3.39M | 0.01% | +5,368+95.4% | Added |
| 1832 Asset Management L.P. | 11,200 | $3.45M | 0.01% | 00.0% | Unchanged |
| US Bancorp | 11,266 | $3.47M | 0.00% | −126−1.1% | Reduced |
| Comerica Bank | 11,378 | $3.51M | 0.02% | −378−3.2% | Reduced |
| Duality Advisers, LP | 11,401 | $3.52M | 0.35% | −2,760−19.5% | Reduced |
| Treasurer of the State of North Carolina | 11,482 | $3.54M | 0.02% | +80+0.7% | Added |
| Cardinal Capital Management | 11,740 | $3.62M | 0.59% | +1,047+9.8% | Added |
| Arrowstreet Capital, Limited Partnership | 11,756 | $3.63M | 0.00% | +10,294+704.1% | Added |
| Yousif Capital Management, LLC | 11,871 | $3.66M | 0.04% | −232−1.9% | Reduced |
| Janus Henderson Group PLC | 11,880 | $3.66M | 0.00% | +10.0% | Added |
| State of Wisconsin Investment Board | 11,930 | $3.68M | 0.01% | −1,246−9.5% | Reduced |
| Prudential Financial Inc | 12,216 | $3.77M | 0.01% | +7,484+158.2% | Added |
| Commerce Bank | 12,345 | $3.81M | 0.03% | −224−1.8% | Reduced |
| Citigroup Inc | 12,385 | $3.82M | 0.00% | +6,164+99.1% | Added |
| CI Private Wealth, LLC | 12,498 | $3.85M | 0.01% | −90−0.7% | Reduced |
| State of Tennessee, Treasury Department | 12,500 | $3.85M | 0.01% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 12,645 | $3.90M | 0.45% | −2,358−15.7% | Reduced |
| SG Americas Securities, LLC | 13,202 | $4.07M | 0.02% | +11,024+506.2% | Added |
| Bank of Montreal | 13,295 | $4.10M | 0.00% | +8,634+185.2% | Added |
| Ensign Peak Advisors, Inc | 13,375 | $4.12M | 0.01% | +1,920+16.8% | Added |
| Henshaw Capital LLC | 13,434 | $4.14M | 0.19% | +19+0.1% | Added |
| Jane Street Group, LLC | 13,579 | $4.19M | 0.01% | −13,860−50.5% | Reduced |
| ING Groep NV | 14,000 | $4.32M | 0.03% | +14,000 | New |
| YHB Investment Advisors, Inc. | 14,037 | $4.33M | 0.38% | −55−0.4% | Reduced |
| Victory Capital Management Inc | 14,216 | $4.38M | 0.00% | −1,370−8.8% | Reduced |
| Amalgamated Bank | 14,468 | $4.46M | 0.04% | −4,042−21.8% | Reduced |
| Motley Fool Asset Management LLC | 14,785 | $4.56M | 0.29% | −392−2.6% | Reduced |
| State of New Jersey Common Pension Fund D | 14,787 | $4.56M | 0.01% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 14,887 | $4.59M | 0.05% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 14,958 | $4.61M | 0.00% | −20,042−57.3% | Reduced |
| MetLife Investment Management | 15,365 | $4.74M | 0.03% | −374−2.4% | Reduced |
| Neuberger Berman Group LLC | 15,488 | $4.78M | 0.00% | +2,734+21.4% | Added |
| Mutual of America Capital Management LLC | 15,518 | $4.79M | 0.05% | −577−3.6% | Reduced |
| HighTower Advisors, LLC | 15,954 | $4.93M | 0.01% | +6,767+73.7% | Added |
| Raymond James & Associates | 16,155 | $4.98M | 0.00% | +240+1.5% | Added |
| Algert Global LLC | 17,391 | $5.36M | 0.21% | +972+5.9% | Added |
| Man Group plc | 17,430 | $5.37M | 0.01% | −2,971−14.6% | Reduced |