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, Q2 2024
Institutional positions in Morningstar, Inc. as of Jun 30, 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
- 393
- +11 vs. Q1 2024
- Shares held
- 25.8M
- +133.4K (+0.5%) vs. Q1 2024
- Total value
- $7.63B
- −$276.2M (−3.5%) vs. Q1 2024
- New holders
- 45
- 140 more added
- Sold out
- 34
- 142 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Morningstar, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 2,738,173 | $810.1M | 0.02% | +157,460+6.1% | Added |
| BlackRock Inc. | 2,536,665 | $750.5M | 0.02% | +89,443+3.7% | Added |
| Select Equity Group, L.P. | 2,434,338 | $720.2M | 2.86% | −160,556−6.2% | Reduced |
| Morgan Stanley | 2,020,233 | $597.7M | 0.05% | +83,254+4.3% | Added |
| Bank of America Corp | 1,526,590 | $451.6M | 0.04% | −172,561−10.2% | Reduced |
| Bamco Inc | 1,306,937 | $386.7M | 1.11% | −1,734−0.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,129,104 | $334.0M | 0.82% | −97,716−8.0% | Reduced |
| Massachusetts Financial Services Co | 1,099,502 | $325.3M | 0.10% | +4,822+0.4% | Added |
| Wellington Management Group LLP | 945,354 | $279.7M | 0.05% | +155,313+19.7% | Added |
| State Street Corp | 775,595 | $229.5M | 0.01% | +4,151+0.5% | Added |
| Price T Rowe Associates Inc | 684,740 | $202.6M | 0.02% | −30.0% | Reduced |
| Wasatch Advisors Inc | 610,925 | $180.7M | 0.97% | +48,826+8.7% | Added |
| Geode Capital Management, LLC | 486,974 | $144.7M | 0.01% | +27,589+6.0% | Added |
| Liontrust Investment Partners LLP | 402,775 | $119.2M | 1.69% | −8,386−2.0% | Reduced |
| FMR LLC | 361,257 | $106.9M | 0.01% | −86,232−19.3% | Reduced |
| Bank of New York Mellon Corp | 327,902 | $97.0M | 0.02% | −31,249−8.7% | Reduced |
| Norges Bank | 324,445 | $96.0M | 0.01% | +19,238+6.3% | Added |
| Millennium Management LLC | 320,186 | $94.7M | 0.08% | +194,122+154.0% | Added |
| Allspring Global Investments Holdings, LLC | 282,534 | $83.6M | 0.14% | −8,956−3.1% | Reduced |
| Dimensional Fund Advisors LP | 272,075 | $80.5M | 0.02% | +4,722+1.8% | Added |
| JPMorgan Chase & Co | 244,017 | $72.2M | 0.01% | −19,195−7.3% | Reduced |
| Amundi | 192,015 | $57.9M | 0.02% | +192,000+1,280,000.0% | Added |
| Northern Trust Corp | 194,286 | $57.5M | 0.01% | +22,818+13.3% | Added |
| Royce & Associates LP | 193,561 | $57.3M | 0.54% | −31,433−14.0% | Reduced |
| Charles Schwab Investment Management Inc | 186,720 | $55.2M | 0.01% | +2,548+1.4% | Added |
| Renaissance Technologies LLC | 176,870 | $52.3M | 0.09% | −9,630−5.2% | Reduced |
| M&G Plc | 173,105 | $51.2M | 0.30% | +3,322+2.0% | Added |
| Goldman Sachs Group Inc | 170,596 | $50.5M | 0.01% | −43,157−20.2% | Reduced |
| American Capital Management Inc | 144,823 | $42.8M | 1.43% | +1,567+1.1% | Added |
| SEI Investments Co | 128,016 | $37.9M | 0.05% | +1,084+0.9% | Added |
| Principal Financial Group Inc | 109,940 | $32.5M | 0.02% | −77,691−41.4% | Reduced |
| Copeland Capital Management, LLC | 104,968 | $31.1M | 0.58% | +275+0.3% | Added |
| Praesidium Investment Management Company, LLC | 98,766 | $29.2M | 5.56% | −41,426−29.5% | Reduced |
| Wells Fargo & Company | 89,828 | $26.6M | 0.01% | −12,226−12.0% | Reduced |
| Citadel Advisors LLC | 85,910 | $25.4M | 0.03% | +85,802+79,446.3% | Added |
| UBS Asset Management Americas Inc | 82,474 | $24.4M | 0.01% | +31,490+61.8% | Added |
| Cramer Rosenthal McGlynn LLC | 79,646 | $23.6M | 1.38% | −5,789−6.8% | Reduced |
| Rhumbline Advisers | 75,749 | $22.4M | 0.02% | +869+1.2% | Added |
| Envestnet Asset Management Inc | 72,997 | $21.6M | 0.01% | −7,810−9.7% | Reduced |
| Nuveen Asset Management, LLC | 71,924 | $21.3M | 0.01% | −15,952−18.2% | Reduced |
| Parnassus Investments | 71,034 | $21.0M | 0.05% | −23,694−25.0% | Reduced |
| Confluence Investment Management LLC | 64,975 | $19.2M | 0.28% | −3,079−4.5% | Reduced |
| Chicago Capital, LLC | 58,442 | $17.3M | 0.51% | −726−1.2% | Reduced |
| Nordea Investment Management AB | 58,474 | $17.3M | 0.02% | −6,693−10.3% | Reduced |
| DF Dent & Co Inc | 54,783 | $16.2M | 0.21% | +7,614+16.1% | Added |
| Swiss National Bank | 54,700 | $16.2M | 0.01% | +4,100+8.1% | Added |
| California Public Employees Retirement System | 49,368 | $14.6M | 0.01% | +2,952+6.4% | Added |
| Ci Investments Inc. | 45,609 | $13.5M | 0.05% | +1,107+2.5% | Added |
| Invesco Ltd. | 44,970 | $13.3M | 0.00% | +3,938+9.6% | Added |
| Legal & General Group Plc | 43,612 | $12.9M | 0.00% | +2,079+5.0% | Added |
| Scout Investments, Inc. | 42,893 | $12.7M | 0.34% | +344+0.8% | Added |
| Bank of Montreal | 42,189 | $12.6M | 0.01% | +28,894+217.3% | Added |
| TownSquare Capital, LLC | 42,416 | $12.5M | 0.17% | +833+2.0% | Added |
| NewEdge Wealth, LLC | 38,203 | $11.3M | 0.24% | +38,203 | New |
| Congress Asset Management Co | 35,616 | $10.5M | 0.08% | +6,229+21.2% | Added |
| Asset Management One Co.,Ltd. | 35,660 | $10.5M | 0.04% | −775−2.1% | Reduced |
| Alliancebernstein L.P. | 35,476 | $10.5M | 0.00% | +1,232+3.6% | Added |
| Barlow Wealth Partners, Inc. | 33,503 | $10.2M | 1.41% | +585+1.8% | Added |
| First Trust Advisors LP | 33,788 | $10.0M | 0.01% | +4,631+15.9% | Added |
| Segall Bryant & Hamill, LLC | 33,341 | $9.86M | 0.17% | +4,406+15.2% | Added |
| Corebridge Financial, Inc. | 33,313 | $9.86M | 0.05% | +33,313 | New |
| Retirement Systems of Alabama | 32,182 | $9.52M | 0.04% | −527−1.6% | Reduced |
| Assenagon Asset Management S.A. | 31,658 | $9.37M | 0.02% | +31,658 | New |
| Ameriprise Financial Inc | 29,711 | $8.79M | 0.00% | −1,136−3.7% | Reduced |
| Natixis | 29,000 | $8.58M | 0.05% | 00.0% | Unchanged |
| California State Teachers Retirement System | 27,040 | $8.00M | 0.01% | +1,380+5.4% | Added |
| Nicholas Company, Inc. | 26,310 | $7.78M | 0.13% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 26,284 | $7.78M | 0.15% | −497−1.9% | Reduced |
| Bank of Nova Scotia | 24,935 | $7.38M | 0.01% | −16,632−40.0% | Reduced |
| State Board of Administration of Florida Retirement System | 24,883 | $7.36M | 0.01% | −1,758−6.6% | Reduced |
| Motley Fool Wealth Management, LLC | 24,808 | $7.34M | 0.37% | +1,022+4.3% | Added |
| Marks Group Wealth Management, Inc | 24,667 | $7.30M | 0.77% | +318+1.3% | Added |
| Manufacturers Life Insurance Company, The | 23,118 | $6.84M | 0.01% | −359−1.5% | Reduced |
| Balyasny Asset Management LLC | 23,024 | $6.81M | 0.02% | −11,441−33.2% | Reduced |
| Russell Investments Group, Ltd. | 22,088 | $6.53M | 0.01% | −325−1.5% | Reduced |
| Great West Life Assurance Co | 20,495 | $6.07M | 0.01% | +2,799+15.8% | Added |
| Southeast Asset Advisors Inc. | 20,384 | $6.03M | 0.73% | −164−0.8% | Reduced |
| Algert Global LLC | 20,289 | $6.00M | 0.20% | +2,898+16.7% | Added |
| Fisher Asset Management, LLC | 20,008 | $5.92M | 0.00% | +15+0.1% | Added |
| Man Group plc | 19,083 | $5.65M | 0.01% | +1,653+9.5% | Added |
| Capitolis Liquid Global Markets LLC | 19,000 | $5.62M | 0.07% | 00.0% | Unchanged |
| Stifel Financial Corp | 18,770 | $5.55M | 0.01% | +188+1.0% | Added |
| New York State Common Retirement Fund | 17,851 | $5.28M | 0.01% | +358+2.0% | Added |
| Ensign Peak Advisors, Inc | 17,675 | $5.23M | 0.01% | +4,300+32.1% | Added |
| Daiwa Securities Group Inc. | 16,465 | $4.87M | 0.03% | −1,480−8.2% | Reduced |
| HighTower Advisors, LLC | 16,142 | $4.78M | 0.01% | +188+1.2% | Added |
| Arrowstreet Capital, Limited Partnership | 15,233 | $4.51M | 0.00% | +3,477+29.6% | Added |
| Neuberger Berman Group LLC | 15,212 | $4.50M | 0.00% | −276−1.8% | Reduced |
| MetLife Investment Management | 14,980 | $4.43M | 0.03% | −385−2.5% | Reduced |
| Canada Pension Plan Investment Board | 14,958 | $4.43M | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 14,931 | $4.42M | 0.05% | −587−3.8% | Reduced |
| State of Alaska, Department of Revenue | 14,887 | $4.40M | 0.05% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 14,197 | $4.23M | 0.28% | −588−4.0% | Reduced |
| National Bank of Canada | 14,108 | $4.20M | 0.01% | −14,121−50.0% | Reduced |
| Qube Research & Technologies Ltd | 14,168 | $4.19M | 0.01% | +3,353+31.0% | Added |
| Victory Capital Management Inc | 14,054 | $4.16M | 0.00% | −162−1.1% | Reduced |
| 1832 Asset Management L.P. | 13,900 | $4.11M | 0.01% | +2,700+24.1% | Added |
| Barclays PLC | 13,812 | $4.09M | 0.00% | −21,181−60.5% | Reduced |
| YHB Investment Advisors, Inc. | 13,598 | $4.02M | 0.35% | −439−3.1% | Reduced |
| Amalgamated Bank | 13,543 | $4.01M | 0.03% | −925−6.4% | Reduced |