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 |
|---|---|---|---|---|---|
| Jane Street Group, LLC | 13,579 | $4.19M | 0.01% | −13,860−50.5% | Reduced |
| Henshaw Capital LLC | 13,434 | $4.14M | 0.19% | +19+0.1% | Added |
| Ensign Peak Advisors, Inc | 13,375 | $4.12M | 0.01% | +1,920+16.8% | Added |
| Bank of Montreal | 13,295 | $4.10M | 0.00% | +8,634+185.2% | Added |
| SG Americas Securities, LLC | 13,202 | $4.07M | 0.02% | +11,024+506.2% | Added |
| Azzad Asset Management Inc | 12,645 | $3.90M | 0.45% | −2,358−15.7% | Reduced |
| State of Tennessee, Treasury Department | 12,500 | $3.85M | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 12,498 | $3.85M | 0.01% | −90−0.7% | Reduced |
| Citigroup Inc | 12,385 | $3.82M | 0.00% | +6,164+99.1% | Added |
| Commerce Bank | 12,345 | $3.81M | 0.03% | −224−1.8% | Reduced |
| Prudential Financial Inc | 12,216 | $3.77M | 0.01% | +7,484+158.2% | Added |
| State of Wisconsin Investment Board | 11,930 | $3.68M | 0.01% | −1,246−9.5% | Reduced |
| Janus Henderson Group PLC | 11,880 | $3.66M | 0.00% | +10.0% | Added |
| Yousif Capital Management, LLC | 11,871 | $3.66M | 0.04% | −232−1.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 11,756 | $3.63M | 0.00% | +10,294+704.1% | Added |
| Cardinal Capital Management | 11,740 | $3.62M | 0.59% | +1,047+9.8% | Added |
| Treasurer of the State of North Carolina | 11,482 | $3.54M | 0.02% | +80+0.7% | Added |
| Duality Advisers, LP | 11,401 | $3.52M | 0.35% | −2,760−19.5% | Reduced |
| Comerica Bank | 11,378 | $3.51M | 0.02% | −378−3.2% | Reduced |
| US Bancorp | 11,266 | $3.47M | 0.00% | −126−1.1% | Reduced |
| 1832 Asset Management L.P. | 11,200 | $3.45M | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 10,995 | $3.39M | 0.01% | +5,368+95.4% | Added |
| Voya Investment Management LLC | 10,869 | $3.35M | 0.00% | −450−4.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 10,840 | $3.34M | 0.01% | +405+3.9% | Added |
| Qube Research & Technologies Ltd | 10,815 | $3.34M | 0.01% | +10,815 | New |
| Cerity Partners LLC | 10,664 | $3.29M | 0.01% | +7,635+252.1% | Added |
| M&T Bank Corp | 10,436 | $3.22M | 0.01% | −31−0.3% | Reduced |
| Kensington Investment Counsel, LLC | 10,322 | $3.18M | 1.45% | +2,005+24.1% | Added |
| Public Employees Retirement System of Ohio | 9,973 | $3.08M | 0.01% | −928−8.5% | Reduced |
| Ceera Investments, LLC | 9,846 | $3.04M | 1.33% | −145−1.5% | Reduced |
| Polen Capital Management LLC | 9,331 | $2.88M | 0.01% | −4,454−32.3% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 9,147 | $2.82M | 0.07% | 00.0% | Unchanged |
| Jump Financial, LLC | 8,610 | $2.66M | 0.07% | +2,416+39.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 8,604 | $2.65M | 0.03% | +92+1.1% | Added |
| Teachers Retirement System of the State of Kentucky | 8,420 | $2.60M | 0.02% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 8,335 | $2.57M | 0.82% | −24−0.3% | Reduced |
| Pathstone Holdings, LLC | 8,295 | $2.56M | 0.01% | +2,797+50.9% | Added |
| Atria Investments LLC | 8,268 | $2.55M | 0.04% | −467−5.3% | Reduced |
| Oppenheimer Asset Management Inc. | 8,189 | $2.53M | 0.04% | −2,749−25.1% | Reduced |
| Congress Wealth Management LLC | 7,915 | $2.44M | 0.04% | +7,915 | New |
| George Kaiser Family Foundation | 7,638 | $2.36M | 0.45% | 00.0% | Unchanged |
| 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 |
| Linden Thomas Advisory Services, LLC | 7,391 | $2.28M | 0.37% | +12+0.2% | Added |
| Thrivent Financial for Lutherans | 7,194 | $2.22M | 0.00% | +687+10.6% | Added |
| Arizona State Retirement System | 7,041 | $2.17M | 0.02% | −113−1.6% | Reduced |
| Quantbot Technologies LP | 6,914 | $2.13M | 0.12% | +3,083+80.5% | Added |
| Two Sigma Investments, LP | 6,800 | $2.10M | 0.01% | −300−4.2% | Reduced |
| Norden Group LLC | 6,752 | $2.08M | 0.42% | +2,793+70.5% | Added |
| Empire Life Investments Inc. | 6,659 | $2.05M | 0.13% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 6,417 | $1.98M | 0.04% | −945−12.8% | Reduced |
| State of Michigan Retirement System | 6,400 | $1.97M | 0.01% | +200+3.2% | Added |
| CIBC World Markets Corp | 6,386 | $1.97M | 0.01% | +6,386 | New |
| Gotham Asset Management, LLC | 6,272 | $1.93M | 0.03% | +3,361+115.5% | Added |
| Ashford Capital Management Inc | 6,171 | $1.90M | 0.26% | −1,714−21.7% | Reduced |
| ClariVest Asset Management LLC | 6,120 | $1.89M | 0.20% | −53−0.9% | Reduced |
| 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 |
| New York State Teachers Retirement System | 6,000 | $1.85M | 0.00% | +200+3.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,810 | $1.79M | 0.05% | +16+0.3% | Added |
| MML Investors Services, LLC | 5,770 | $1.78M | 0.01% | +544+10.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,762 | $1.78M | 0.01% | +15+0.3% | Added |
| Ameritas Investment Partners, Inc. | 5,751 | $1.77M | 0.06% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 5,599 | $1.73M | 0.32% | +956+20.6% | Added |
| Handelsbanken Fonder AB | 5,572 | $1.72M | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 5,464 | $1.68M | 0.02% | −194−3.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,271 | $1.63M | 0.01% | −343−6.1% | Reduced |
| New Mexico Educational Retirement Board | 5,200 | $1.60M | 0.06% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 5,179 | $1.59M | 0.00% | +854+19.7% | Added |
| Buckingham Strategic Wealth, LLC | 5,022 | $1.55M | 0.02% | −8−0.2% | Reduced |
| Bessemer Group Inc | 4,927 | $1.52M | 0.00% | −528−9.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,792 | $1.48M | 0.02% | +2,730+132.4% | Added |
| STRS Ohio | 4,634 | $1.43M | 0.01% | +4,634 | New |
| Blair William & Co | 4,616 | $1.42M | 0.00% | −463−9.1% | Reduced |
| BCGM Wealth Management, LLC | 4,500 | $1.39M | 0.50% | +192+4.5% | Added |
| Alliance Wealth Advisors, LLC | 4,483 | $1.38M | 0.41% | +1,942+76.4% | Added |
| Utah Retirement Systems | 4,431 | $1.37M | 0.02% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 4,403 | $1.36M | 0.01% | −24−0.5% | Reduced |
| Martin Capital Advisors, LLP | 4,356 | $1.34M | 1.05% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 4,120 | $1.27M | 0.11% | −4,429−51.8% | Reduced |
| Two Sigma Advisers, LP | 4,000 | $1.23M | 0.00% | −2,100−34.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 3,961 | $1.22M | 0.22% | +190+5.0% | Added |
| Magnetar Financial LLC | 3,956 | $1.22M | 0.03% | −1,074−21.4% | Reduced |
| Pacer Advisors, Inc. | 3,914 | $1.21M | 0.00% | +68+1.8% | Added |
| Toroso Investments, LLC | 3,913 | $1.21M | 0.02% | +3,913 | New |
| Black Creek Investment Management Inc. | 3,900 | $1.20M | 0.04% | 00.0% | Unchanged |
| Truist Financial Corp | 3,804 | $1.17M | 0.00% | +1,798+89.6% | Added |
| Davy Global Fund Management Ltd | 3,677 | $1.13M | 0.13% | +683+22.8% | Added |
| LPL Financial LLC | 3,601 | $1.11M | 0.00% | −3,876−51.8% | Reduced |
| Teacher Retirement System of Texas | 3,575 | $1.10M | 0.01% | +264+8.0% | Added |
| Scientech Research LLC | 3,283 | $1.01M | 0.54% | +3,283 | New |
| Accretive Wealth Partners, LLC | 3,415 | $1.00M | 0.44% | +103+3.1% | Added |
| Pictet Asset Management Holding SA | 3,255 | $1.00M | 0.00% | +348+12.0% | Added |
| Advisory Services Network, LLC | 3,248 | $1.00M | 0.02% | −195−5.7% | Reduced |
| HSBC Holdings PLC | 3,236 | $997.5K | 0.00% | +177+5.8% | Added |
| Central Pacific Bank - Trust Division | 3,196 | $979.0K | 0.12% | +3,196 | New |
| Covey Capital Advisors, LLC | 3,127 | $964.3K | 1.16% | −312−9.1% | Reduced |
| Janney Montgomery Scott LLC | 3,058 | $943.0K | 0.00% | −180−5.6% | Reduced |
| Bradley Foster & Sargent Inc | 3,021 | $931.6K | 0.02% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 2,976 | $917.7K | 0.12% | +224+8.1% | Added |