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 |
|---|---|---|---|---|---|
| Trexquant Investment LP | 2,883 | $889.0K | 0.02% | +2,883 | New |
| Creative Planning | 2,831 | $873.0K | 0.00% | +138+5.1% | Added |
| Aquatic Capital Management LLC | 2,800 | $863.4K | 0.03% | +2,400+600.0% | Added |
| Public Employees Retirement Association of Colorado | 2,787 | $859.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 2,784 | $858.5K | 0.00% | −167−5.7% | Reduced |
| Avantax Advisory Services, Inc. | 2,764 | $852.5K | 0.01% | +211+8.3% | Added |
| JustInvest LLC | 2,747 | $847.2K | 0.02% | −12−0.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 2,600 | $801.8K | 0.01% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 2,534 | $781.5K | 0.06% | 00.0% | Unchanged |
| American Century Companies Inc | 2,437 | $751.5K | 0.00% | +689+39.4% | Added |
| Seeds Investor LLC | 2,416 | $744.9K | 0.69% | −880−26.7% | Reduced |
| Cetera Investment Advisers | 2,366 | $729.6K | 0.00% | +1,522+180.3% | Added |
| Ethic Inc. | 2,325 | $717.0K | 0.02% | +1,187+104.3% | Added |
| PDT Partners, LLC | 2,311 | $712.6K | 0.07% | 00.0% | Unchanged |
| Franklin Resources Inc | 2,277 | $702.2K | 0.00% | −591−20.6% | Reduced |
| Inceptionr LLC | 2,247 | $692.9K | 0.18% | +1,144+103.7% | Added |
| Planning Alternatives Ltd | 2,205 | $680.0K | 0.11% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 2,204 | $679.6K | 0.02% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 2,180 | $672.2K | 0.08% | +2,163+12,723.5% | Added |
| Captrust Financial Advisors | 2,174 | $670.2K | 0.00% | −6,986−76.3% | Reduced |
| Twin Tree Management, LP | 2,150 | $663.0K | 0.02% | −357−14.2% | Reduced |
| Gateway Investment Advisers LLC | 2,128 | $656.2K | 0.01% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 2,123 | $654.7K | 0.62% | +554+35.3% | Added |
| Susquehanna Fundamental Investments, LLC | 2,122 | $654.4K | 0.03% | +2,122 | New |
| Raymond James Financial Services Advisors, Inc. | 2,102 | $648.3K | 0.00% | −5,518−72.4% | Reduced |
| Crossmark Global Holdings, Inc. | 2,059 | $635.0K | 0.01% | +35+1.7% | Added |
| Procyon Private Wealth Partners, LLC | 2,057 | $634.4K | 0.05% | −189−8.4% | Reduced |
| Exchange Traded Concepts, LLC | 2,037 | $628.1K | 0.02% | +2,037 | New |
| Graham Capital Management, L.P. | 2,028 | $625.4K | 0.02% | +2,028 | New |
| Point72 Hong Kong Ltd | 1,952 | $602.0K | 0.03% | −6,959−78.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,944 | $599.5K | 0.00% | −3,926−66.9% | Reduced |
| Quantinno Capital Management LP | 1,924 | $593.0K | 0.01% | +112+6.2% | Added |
| Equitable Trust Co | 1,871 | $577.0K | 0.04% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 1,878 | $575.3K | 0.03% | +1,878 | New |
| Y-Intercept (Hong Kong) Ltd | 1,836 | $566.2K | 0.04% | +1,836 | New |
| Maryland State Retirement & Pension System | 1,914 | $565.1K | 0.01% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 1,800 | $555.1K | 0.24% | 00.0% | Unchanged |
| Gibbs Wealth Management | 1,786 | $550.7K | 0.32% | +1,786 | New |
| Verition Fund Management LLC | 1,771 | $546.1K | 0.01% | +695+64.6% | Added |
| Park Avenue Securities LLC | 1,665 | $513.0K | 0.01% | −106−6.0% | Reduced |
| Deutsche Bank AG | 1,662 | $512.5K | 0.00% | −742−30.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,622 | $500.2K | 0.01% | +253+18.5% | Added |
| Tower Research Capital LLC (TRC) | 1,600 | $493.4K | 0.01% | −2,309−59.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 1,559 | $480.6K | 0.00% | +47+3.1% | Added |
| Engineers Gate Manager LP | 1,546 | $476.7K | 0.01% | −562−26.7% | Reduced |
| Commonwealth Equity Services, LLC | 1,476 | $455.0K | 0.00% | −88−5.6% | Reduced |
| Connable Office Inc | 1,470 | $453.3K | 0.05% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,467 | $452.0K | 0.09% | +415+39.4% | Added |
| Baird Financial Group, Inc. | 1,448 | $446.5K | 0.00% | −242−14.3% | Reduced |
| Raymond James Trust N.A. | 1,445 | $445.6K | 0.01% | −3−0.2% | Reduced |
| Kestra Private Wealth Services, LLC | 1,417 | $437.0K | 0.01% | +662+87.7% | Added |
| Bank of Stockton | 1,389 | $428.3K | 0.13% | −439−24.0% | Reduced |
| Entropy Technologies, LP | 1,386 | $427.4K | 0.05% | +1,386 | New |
| Edgestream Partners, L.P. | 1,383 | $426.5K | 0.02% | +1,383 | New |
| Virtu Financial LLC | 1,316 | $406.0K | 0.03% | +1,316 | New |
| The PNC Financial Services Group, Inc. | 1,311 | $404.3K | 0.00% | +89+7.3% | Added |
| Maven Securities LTD | 1,300 | $400.9K | 0.02% | +1,300 | New |
| Fiduciary Trust Co | 1,292 | $398.4K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 1,285 | $396.1K | 0.00% | +71+5.8% | Added |
| ProShare Advisors LLC | 1,272 | $392.2K | 0.00% | −98−7.2% | Reduced |
| Cadent Capital Advisors, LLC | 1,233 | $380.2K | 0.15% | 00.0% | Unchanged |
| Welch & Forbes LLC | 1,225 | $377.8K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,215 | $374.7K | 0.01% | +12+1.0% | Added |
| Parallel Advisors, LLC | 1,209 | $372.8K | 0.01% | +118+10.8% | Added |
| Pearl River Capital, LLC | 1,174 | $362.0K | 0.06% | +1,174 | New |
| Petrus Trust Company, LTA | 1,151 | $354.9K | 0.03% | +1,151 | New |
| Capital Investment Counsel, Inc | 1,150 | $354.6K | 0.06% | 00.0% | Unchanged |
| Quest Partners LLC | 1,145 | $353.1K | 0.06% | +1,145 | New |
| Envestnet Portfolio Solutions, Inc. | 1,140 | $351.7K | 0.00% | +431+60.8% | Added |
| Heartland Bank & Trust Co | 1,130 | $348.5K | 0.20% | 00.0% | Unchanged |
| XTX Topco Ltd | 1,115 | $343.8K | 0.05% | +1,115 | New |
| Wallace Advisory Group, LLC | 1,196 | $342.3K | 0.26% | +82+7.4% | Added |
| CWM, LLC | 1,107 | $341.0K | 0.00% | +783+241.7% | Added |
| Shelton Capital Management | 1,100 | $339.2K | 0.01% | −39−3.4% | Reduced |
| Invesco, LLC | 1,038 | $320.1K | 0.14% | +29+2.9% | Added |
| Profund Advisors LLC | 1,032 | $318.2K | 0.01% | +187+22.1% | Added |
| Cresset Asset Management, LLC | 1,011 | $311.9K | 0.00% | +1,011 | New |
| Mercer Global Advisors Inc | 1,000 | $310.0K | 0.00% | −66−6.2% | Reduced |
| Bard Financial Services, Inc. | 1,000 | $308.4K | 0.03% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 953 | $298.2K | 0.11% | +225+30.9% | Added |
| Harvest Fund Management Co., Ltd | 910 | $280.0K | 0.03% | +487+115.1% | Added |
| Quadrature Capital Ltd | 872 | $269.1K | 0.00% | −14,713−94.4% | Reduced |
| Shell Asset Management Co | 888 | $263.0K | 0.01% | −88−9.0% | Reduced |
| HBK Sorce Advisory LLC | 851 | $262.4K | 0.01% | −45−5.0% | Reduced |
| Royal Bank of Canada | 814 | $252.0K | 0.00% | −870−51.7% | Reduced |
| Panagora Asset Management Inc | 800 | $246.7K | 0.00% | 00.0% | Unchanged |
| Edge Financial Advisors LLC | 798 | $246.1K | 0.22% | +798 | New |
| Spears Abacus Advisors LLC | 796 | $245.5K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 748 | $230.7K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 741 | $228.5K | 0.01% | +640+633.7% | Added |
| Glenmede Trust Co NA | 740 | $228.2K | 0.00% | +740 | New |
| Dundas Partners LLP | 729 | $225.0K | 0.02% | +131+21.9% | Added |
| Claret Asset Management Corp | 711 | $219.0K | 0.04% | −56−7.3% | Reduced |
| Great Valley Advisor Group, Inc. | 703 | $216.6K | 0.01% | +703 | New |
| Glenview Trust Co | 696 | $214.6K | 0.00% | +696 | New |
| Symmetry Partners, LLC | 677 | $209.0K | 0.02% | +677 | New |
| Harbor Capital Advisors, Inc. | 667 | $206.0K | 0.03% | +119+21.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 667 | $205.7K | 0.01% | +667 | New |
| Ritholtz Wealth Management | 651 | $200.7K | 0.01% | +651 | New |
| HM Payson & Co | 600 | $185.0K | 0.00% | −200−25.0% | Reduced |