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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 593 | $182.9K | 0.01% | −6−1.0% | Reduced |
| North Star Investment Management Corp. | 577 | $177.9K | 0.01% | −25−4.2% | Reduced |
| KBC Group NV | 557 | $172.0K | 0.00% | +81+17.0% | Added |
| Advisor Group Holdings, Inc. | 508 | $156.7K | 0.00% | −2,720−84.3% | Reduced |
| Signaturefd, LLC | 418 | $128.9K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 375 | $115.6K | 0.00% | 00.0% | Unchanged |
| Boit C F David | 400 | $114.9K | 0.06% | 00.0% | Unchanged |
| Umb Bank N A | 347 | $107.0K | 0.00% | +7+2.1% | Added |
| State of Wyoming | 328 | $101.1K | 0.02% | +328 | New |
| Bokf, NA | 325 | $99.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 234 | $72.2K | 0.00% | +2+0.9% | Added |
| CVA Family Office, LLC | 228 | $70.3K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 222 | $68.5K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 214 | $66.0K | 0.02% | +214 | New |
| Versant Capital Management, Inc | 201 | $62.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 178 | $55.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 176 | $54.3K | 0.00% | +10+6.0% | Added |
| Proequities, Inc. | 170 | $52.4K | 0.00% | +50+41.7% | Added |
| Whittier Trust Co | 151 | $46.6K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 142 | $43.8K | 0.00% | +12+9.2% | Added |
| Quent Capital, LLC | 141 | $43.5K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 132 | $40.7K | 0.01% | +7+5.6% | Added |
| Brown Brothers Harriman & Co | 125 | $38.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 120 | $37.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 108 | $33.3K | 0.00% | +108 | New |
| Grove Bank & Trust | 100 | $30.8K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 93 | $28.7K | 0.00% | +9+10.7% | Added |
| GWM Advisors LLC | 91 | $28.1K | 0.00% | +14+18.2% | Added |
| Private Trust Co NA | 84 | $25.9K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 83 | $25.6K | 0.02% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 84 | $25.0K | 0.00% | −499−85.6% | Reduced |
| Bell Investment Advisors, Inc | 79 | $24.4K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 76 | $23.5K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 76 | $23.4K | 0.01% | +76 | New |
| Central Trust Co | 75 | $23.1K | 0.00% | −55−42.3% | Reduced |
| Capital Advisors, Ltd. LLC | 70 | $22.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 66 | $20.4K | 0.01% | +66 | New |
| Creative Financial Designs Inc | 63 | $19.4K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 63 | $19.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 62 | $19.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 52 | $16.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 49 | $15.0K | 0.01% | −2−3.9% | Reduced |
| JJJ Advisors Inc. | 48 | $14.8K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 39 | $12.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 38 | $11.7K | 0.00% | +38 | New |
| Frazier Financial Advisors, LLC | 31 | $9.56K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 30 | $9.25K | 0.00% | −9−23.1% | Reduced |
| Ronald Blue Trust, Inc. | 26 | $8.02K | 0.00% | −11−29.7% | Reduced |
| JFS Wealth Advisors, LLC | 24 | $7.40K | 0.00% | −2−7.7% | Reduced |
| Venturi Wealth Management, LLC | 24 | $7.40K | 0.00% | +3+14.3% | Added |
| FinTrust Capital Advisors, LLC | 24 | $7.40K | 0.00% | +24 | New |
| LGT Financial Advisors LLC | 23 | $7.09K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 22 | $6.78K | 0.00% | +22 | New |
| Farther Finance Advisors, LLC | 22 | $6.74K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 23 | $6.50K | 0.00% | +17+283.3% | Added |
| Global Retirement Partners, LLC | 20 | $6.17K | 0.00% | +8+66.7% | Added |
| Kiely Wealth Advisory Group, Inc. | 20 | $5.72K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 16 | $5.00K | 0.00% | +16 | New |
| Atlantic Private Wealth, LLC | 16 | $4.93K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 15 | $4.63K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15 | $4.63K | 0.00% | +15 | New |
| Amundi | 15 | $4.39K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 15 | $4.29K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 13 | $3.72K | 0.00% | +13 | New |
| West Paces Advisors Inc. | 10 | $3.08K | 0.00% | +10 | New |
| Tortoise Investment Management, LLC | 9 | $2.77K | 0.00% | +9 | New |
| Farmers & Merchants Investments Inc | 8 | $2.47K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 8 | $2.47K | 0.00% | +1+14.3% | Added |
| DiNuzzo Private Wealth, Inc. | 7 | $2.16K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 7 | $2.00K | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 6 | $1.85K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6 | $1.85K | 0.00% | +2+50.0% | Added |
| Montag A & Associates Inc | 6 | $1.75K | 0.00% | +6 | New |
| Manchester Capital Management LLC | 5 | $1.54K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 5 | $1.54K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 5 | $1.54K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $1.29K | 0.00% | +4 | New |
| Rakuten Securities, Inc. | 4 | $1.23K | 0.00% | +4 | New |
| SRS Capital Advisors, Inc. | 3 | $926 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 3 | $924 | 0.00% | +3 | New |
| Albion Financial Group | 2 | $617 | 0.00% | +2 | New |
| Parkside Financial Bank & Trust | 1 | $309 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $309 | 0.00% | +1 | New |
| Activest Wealth Management | 0 | $131 | 0.00% | −681−100.0% | 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 |