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 |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 17,493 | $5.39M | 0.01% | −1,557−8.2% | Reduced |
| State Board of Administration of Florida Retirement System | 26,641 | $5.41M | 0.01% | +218+0.8% | Added |
| Great West Life Assurance Co | 17,696 | $5.45M | 0.01% | +1,997+12.7% | Added |
| Daiwa Securities Group Inc. | 17,945 | $5.53M | 0.03% | −5,660−24.0% | Reduced |
| Stifel Financial Corp | 18,582 | $5.73M | 0.01% | +357+2.0% | Added |
| Capitolis Liquid Global Markets LLC | 19,000 | $5.86M | 0.09% | +19,000 | New |
| UBS Group AG | 19,446 | $6.00M | 0.00% | +8,143+72.0% | Added |
| Fisher Asset Management, LLC | 19,993 | $6.17M | 0.00% | −2,962−12.9% | Reduced |
| Southeast Asset Advisors Inc. | 20,548 | $6.34M | 0.76% | −1,656−7.5% | Reduced |
| Russell Investments Group, Ltd. | 22,413 | $6.91M | 0.01% | +82+0.4% | Added |
| Texas Permanent School Fund | 22,796 | $7.03M | 0.06% | +298+1.3% | Added |
| Manufacturers Life Insurance Company, The | 23,477 | $7.24M | 0.01% | +1,573+7.2% | Added |
| Motley Fool Wealth Management, LLC | 23,786 | $7.34M | 0.38% | −223−0.9% | Reduced |
| Marks Group Wealth Management, Inc | 24,349 | $7.51M | 0.78% | +325+1.4% | Added |
| Cubist Systematic Strategies, LLC | 25,203 | $7.77M | 0.09% | +25,203 | New |
| California State Teachers Retirement System | 25,660 | $7.91M | 0.01% | −1,409−5.2% | Reduced |
| Nicholas Company, Inc. | 26,310 | $8.11M | 0.13% | +50.0% | Added |
| Kornitzer Capital Management Inc | 26,781 | $8.26M | 0.15% | −1,041−3.7% | Reduced |
| National Bank of Canada | 28,229 | $8.42M | 0.01% | +5,071+21.9% | Added |
| Segall Bryant & Hamill, LLC | 28,935 | $8.92M | 0.17% | −697−2.4% | Reduced |
| Natixis | 29,000 | $8.94M | 0.05% | +2,000+7.4% | Added |
| First Trust Advisors LP | 29,157 | $8.99M | 0.01% | +18,171+165.4% | Added |
| Congress Asset Management Co | 29,387 | $9.06M | 0.06% | +29,387 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 29,413 | $9.07M | 0.03% | +29,413 | New |
| Ameriprise Financial Inc | 30,847 | $9.51M | 0.00% | −171,750−84.8% | Reduced |
| Barlow Wealth Partners, Inc. | 32,918 | $10.1M | 1.37% | +1,012+3.2% | Added |
| Retirement Systems of Alabama | 32,709 | $10.1M | 0.04% | +86+0.3% | Added |
| Alliancebernstein L.P. | 34,244 | $10.6M | 0.00% | +637+1.9% | Added |
| Balyasny Asset Management LLC | 34,465 | $10.6M | 0.03% | −32,910−48.8% | Reduced |
| American International Group, Inc. | 34,693 | $10.7M | 0.04% | −712−2.0% | Reduced |
| Barclays PLC | 34,993 | $10.8M | 0.00% | +11,152+46.8% | Added |
| Coronation Fund Managers Ltd. | 35,811 | $11.0M | 0.30% | −3,522−9.0% | Reduced |
| Asset Management One Co.,Ltd. | 36,435 | $11.2M | 0.04% | −1,851−4.8% | Reduced |
| Invesco Ltd. | 41,032 | $12.7M | 0.00% | −17,943−30.4% | Reduced |
| Legal & General Group Plc | 41,533 | $12.8M | 0.00% | +400+1.0% | Added |
| Bank of Nova Scotia | 41,567 | $12.8M | 0.03% | +18,698+81.8% | Added |
| TownSquare Capital, LLC | 41,583 | $12.8M | 0.19% | +10,091+32.0% | Added |
| Scout Investments, Inc. | 42,549 | $13.0M | 0.32% | +18,345+75.8% | Added |
| Ci Investments Inc. | 44,502 | $13.7M | 0.05% | +647+1.5% | Added |
| California Public Employees Retirement System | 46,416 | $14.3M | 0.01% | +6,525+16.4% | Added |
| DF Dent & Co Inc | 47,169 | $14.5M | 0.18% | −260−0.5% | Reduced |
| Credit Suisse AG | 47,934 | $14.8M | 0.01% | +328+0.7% | Added |
| Swiss National Bank | 50,600 | $15.6M | 0.01% | +100+0.2% | Added |
| UBS Asset Management Americas Inc | 50,984 | $15.7M | 0.01% | +4,080+8.7% | Added |
| Chicago Capital, LLC | 59,168 | $18.2M | 0.56% | −635−1.1% | Reduced |
| Nordea Investment Management AB | 65,167 | $20.1M | 0.02% | −439−0.7% | Reduced |
| Confluence Investment Management LLC | 68,054 | $21.0M | 0.28% | −3,337−4.7% | Reduced |
| Rhumbline Advisers | 74,880 | $23.1M | 0.02% | −2,552−3.3% | Reduced |
| Envestnet Asset Management Inc | 80,807 | $24.9M | 0.01% | +41,270+104.4% | Added |
| Cramer Rosenthal McGlynn LLC | 85,435 | $26.3M | 1.43% | −7,030−7.6% | Reduced |
| Nuveen Asset Management, LLC | 87,876 | $27.1M | 0.01% | +1,209+1.4% | Added |
| Parnassus Investments | 94,728 | $29.2M | 0.06% | 00.0% | Unchanged |
| Wells Fargo & Company | 102,054 | $31.5M | 0.01% | +323+0.3% | Added |
| Copeland Capital Management, LLC | 104,693 | $32.3M | 0.59% | +4,362+4.3% | Added |
| Millennium Management LLC | 126,064 | $38.9M | 0.03% | +124,661+8,885.3% | Added |
| SEI Investments Co | 126,932 | $39.1M | 0.06% | +3,482+2.8% | Added |
| Praesidium Investment Management Company, LLC | 140,192 | $43.2M | 6.38% | −37,003−20.9% | Reduced |
| American Capital Management Inc | 143,256 | $44.2M | 1.42% | +529+0.4% | Added |
| M&G Plc | 169,783 | $52.3M | 0.31% | +169,783 | New |
| Northern Trust Corp | 171,468 | $52.9M | 0.01% | −23,467−12.0% | Reduced |
| Charles Schwab Investment Management Inc | 184,172 | $56.8M | 0.01% | +2,572+1.4% | Added |
| Renaissance Technologies LLC | 186,500 | $57.5M | 0.09% | −29,400−13.6% | Reduced |
| Principal Financial Group Inc | 187,631 | $57.9M | 0.03% | −332−0.2% | Reduced |
| Goldman Sachs Group Inc | 213,753 | $65.9M | 0.01% | +50,442+30.9% | Added |
| Royce & Associates LP | 224,994 | $69.4M | 0.62% | +1,342+0.6% | Added |
| JPMorgan Chase & Co | 263,212 | $81.2M | 0.01% | −9,311−3.4% | Reduced |
| Dimensional Fund Advisors LP | 267,353 | $82.4M | 0.02% | −28,662−9.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 291,490 | $89.9M | 0.14% | +6,092+2.1% | Added |
| Norges Bank | 305,207 | $94.1M | 0.01% | +5,409+1.8% | Added |
| Bank of New York Mellon Corp | 359,151 | $110.8M | 0.02% | −27,325−7.1% | Reduced |
| Liontrust Investment Partners LLP | 411,161 | $126.8M | 1.77% | −13,778−3.2% | Reduced |
| FMR LLC | 447,489 | $138.0M | 0.01% | +38,849+9.5% | Added |
| Geode Capital Management, LLC | 459,385 | $141.7M | 0.01% | +20,347+4.6% | Added |
| Wasatch Advisors Inc | 562,099 | $173.3M | 0.91% | +28,164+5.3% | Added |
| Price T Rowe Associates Inc | 684,743 | $211.2M | 0.03% | −26,889−3.8% | Reduced |
| State Street Corp | 771,444 | $237.9M | 0.01% | +29,909+4.0% | Added |
| Wellington Management Group LLP | 790,041 | $243.6M | 0.04% | +280,555+55.1% | Added |
| Massachusetts Financial Services Co | 1,094,680 | $337.6M | 0.10% | +18,949+1.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,226,820 | $378.3M | 0.88% | −19,749−1.6% | Reduced |
| Bamco Inc | 1,308,671 | $403.6M | 1.08% | −13,780−1.0% | Reduced |
| Bank of America Corp | 1,699,151 | $524.0M | 0.05% | +406,843+31.5% | Added |
| Morgan Stanley | 1,936,979 | $597.3M | 0.05% | +9240.0% | Added |
| BlackRock Inc. | 2,447,222 | $754.6M | 0.02% | +55,179+2.3% | Added |
| Vanguard Group Inc | 2,580,713 | $795.8M | 0.02% | +4,043+0.2% | Added |
| Select Equity Group, L.P. | 2,594,894 | $800.2M | 2.89% | −389,133−13.0% | Reduced |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −13,320−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −9,336−100.0% | Sold out |
| Mawer Investment Management Ltd. | 0 | $0 | 0.00% | −8,736−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −6,136−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −4,295−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −2,970−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −2,608−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −2,035−100.0% | Sold out |
| Pekin Hardy Strauss, Inc. | 0 | $0 | 0.00% | −1,225−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −953−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −912−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −751−100.0% | Sold out |
| O'Dell Group, LLC | 0 | $0 | 0.00% | −166−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −91−100.0% | Sold out |