Morningstar, Inc.

MORN

Exchange: Nasdaq
Industry: Investment Advice
SEC CIK: 0001289419

SEC filings (opens in a new tab)

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.

Q2 2024 vs. Q1 2024

How the institutions holding Morningstar, Inc. changed between Q1 2024 and Q2 2024.

All holders in Q2 2024 All holders in Q1 2024

13F holders of MORN: Q1 2024 compared with Q2 2024
Measure	Q1 2024	Of which not filed for Q2 2024	Q2 2024	Change
Holders	385	3	393	+11
Shares	25.7M	49.8K	25.8M	+133.4K (+0.5%)
Value	$7.92B	$15.3M	$7.63B	−$276.2M (−3.5%)

3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (45)

Institutions that held Morningstar, Inc. at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to MORN in Q2 2024
Institution	Shares	Value	% of portfolio
NewEdge Wealth, LLC	38,203	$11.3M	0.24%
Corebridge Financial, Inc.	33,313	$9.86M	0.05%
Assenagon Asset Management S.A.	31,658	$9.37M	0.02%
Ofi Invest Asset Management	5,700	$1.57M	0.04%
Caitlin John, LLC	4,331	$1.28M	0.93%
Versor Investments LP	3,500	$1.04M	0.19%
Level Four Advisory Services, LLC	2,550	$754.5K	0.03%
ExodusPoint Capital Management, LP	2,410	$713.0K	0.01%
Diversify Wealth Management, LLC	2,102	$633.1K	0.08%
Sanctuary Advisors, LLC	1,850	$529.6K	0.00%
Fox Run Management, L.L.C.	1,681	$497.3K	0.09%
Jefferies Financial Group Inc.	1,500	$443.8K	0.01%
Capula Management Ltd	1,428	$422.5K	0.00%
Squarepoint Ops LLC	1,320	$390.5K	0.00%
Mechanics Bank Trust Department	1,047	$309.8K	0.04%
Cottonwood Capital Advisors, LLC	1,008	$298.2K	0.23%
FORA Capital, LLC	922	$272.8K	0.03%
Oppenheimer & Co Inc	906	$268.0K	0.00%
Seven Eight Capital, LP	854	$252.7K	0.03%
Vident Advisory, LLC	834	$246.8K	0.01%
Susquehanna International Group, LLP	826	$244.4K	0.00%
Dynamic Technology Lab Private Ltd	817	$242.0K	0.03%
Fifth Third Wealth Advisors LLC	775	$229.3K	0.02%
QRG Capital Management, Inc.	775	$229.3K	0.00%
Vestmark Advisory Solutions, Inc.	771	$228.1K	0.01%
Stonegate Investment Group, LLC	764	$226.0K	0.01%
Keybank National Association	759	$224.6K	0.00%
MAI Capital Management	705	$208.6K	0.00%
Beach Investment Counsel Inc	400	$118.0K	0.01%
Mizuho Bank, Ltd.	350	$103.5K	0.02%
Mirae Asset Global ETFs Holdings Ltd.	227	$66.8K	0.00%
DT Investment Partners, LLC	120	$35.5K	0.00%
Crewe Advisors LLC	117	$34.6K	0.00%
Financial Network Wealth Advisors LLC	79	$23.4K	0.02%
Clearstead Advisors, LLC	72	$21.3K	0.00%
Tucker Asset Management LLC	57	$16.9K	0.00%
Innealta Capital, LLC	53	$15.7K	0.01%
Huntington National Bank	36	$10.7K	0.00%
Triad Wealth Partners, LLC	25	$7.40K	0.00%
Migdal Insurance & Financial Holdings Ltd.	24	$7.00K	0.00%
Ashton Thomas Private Wealth, LLC	13	$3.85K	0.00%
Point72 (DIFC) Ltd	4	$1.29K	0.00%
Northwestern Mutual Wealth Management Co	4	$1.18K	0.00%
AdvisorNet Financial, Inc	2	$592	0.00%
Simplex Trading, LLC	3	$0	0.00%

Sold out (34)

Institutions that held Morningstar, Inc. at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of MORN in Q2 2024
Institution	Shares, Q1 2024	Value, Q1 2024
Coronation Fund Managers Ltd.	35,811	$11.0M
American International Group, Inc.	34,693	$10.7M
Texas Permanent School Fund	22,796	$7.03M
ING Groep NV	14,000	$4.32M
Duality Advisers, LP	11,401	$3.52M
Two Sigma Investments, LP	6,800	$2.10M
CIBC World Markets Corp	6,386	$1.97M
Campbell & CO Investment Adviser LLC	4,120	$1.27M
Scientech Research LLC	3,283	$1.01M
Aquatic Capital Management LLC	2,800	$863.4K
PDT Partners, LLC	2,311	$712.6K
Inceptionr LLC	2,247	$692.9K
SYSTM Wealth Solutions LLC	2,180	$672.2K
Twin Tree Management, LP	2,150	$663.0K
Graham Capital Management, L.P.	2,028	$625.4K
Point72 Hong Kong Ltd	1,952	$602.0K
Schonfeld Strategic Advisors LLC	1,944	$599.5K
Y-Intercept (Hong Kong) Ltd	1,836	$566.2K
Verition Fund Management LLC	1,771	$546.1K
Virtu Financial LLC	1,316	$406.0K
Maven Securities LTD	1,300	$400.9K
Pearl River Capital, LLC	1,174	$362.0K
Quadrature Capital Ltd	872	$269.1K
Edge Financial Advisors LLC	798	$246.1K
Glenview Trust Co	696	$214.6K
Symmetry Partners, LLC	677	$209.0K
Meiji Yasuda Asset Management Co Ltd.	667	$205.7K
Ritholtz Wealth Management	651	$200.7K
State of Wyoming	328	$101.1K
Macquarie Group Ltd	16	$5.00K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	15	$4.63K
Mather Group, LLC.	13	$3.72K
First PREMIER Bank	7	$2.00K
TFC Financial Management	1	$309

Not filed for Q2 2024 yet (3)

Institutions that held Morningstar, Inc. at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MORN in Q1 2024 that haven't filed for Q2 2024
Institution	Shares, Q1 2024	Value, Q1 2024
Credit Suisse AG	47,934	$14.8M
FirstPurpose Wealth LLC	953	$298.2K
Shell Asset Management Co	888	$263.0K