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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 3 | $0 | 0.00% | +3 | New |
| Activest Wealth Management | 0 | $126 | 0.00% | 0 | Unchanged |
| Quest Partners LLC | 1 | $296 | 0.00% | −1,144−99.9% | Reduced |
| Parkside Financial Bank & Trust | 1 | $296 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 2 | $592 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2 | $592 | 0.00% | +2 | New |
| Rakuten Securities, Inc. | 4 | $1.18K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4 | $1.18K | 0.00% | +4 | New |
| Point72 (DIFC) Ltd | 4 | $1.29K | 0.00% | +4 | New |
| Carolinas Wealth Consulting LLC | 5 | $1.45K | 0.00% | +1+25.0% | Added |
| Manchester Capital Management LLC | 5 | $1.48K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 5 | $1.48K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 5 | $1.48K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 6 | $1.68K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6 | $1.77K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $1.78K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $2.07K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 8 | $2.37K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 8 | $2.37K | 0.00% | +5+166.7% | Added |
| Tortoise Investment Management, LLC | 9 | $2.66K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 9 | $2.66K | 0.00% | +1+12.5% | Added |
| Quarry LP | 10 | $2.96K | 0.00% | −56−84.8% | Reduced |
| West Paces Advisors Inc. | 10 | $2.96K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 10 | $3.23K | 0.00% | −5−33.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 13 | $3.85K | 0.00% | +13 | New |
| Asset Dedication, LLC | 13 | $3.85K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 15 | $4.44K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 16 | $4.73K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 19 | $6.04K | 0.00% | −4−17.4% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 20 | $6.10K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 22 | $6.51K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 23 | $6.77K | 0.00% | +20+666.7% | Added |
| LGT Financial Advisors LLC | 23 | $6.80K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 24 | $7.00K | 0.00% | +24 | New |
| JFS Wealth Advisors, LLC | 24 | $7.10K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 24 | $7.10K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 25 | $7.40K | 0.00% | +25 | New |
| Global Retirement Partners, LLC | 27 | $7.99K | 0.00% | +7+35.0% | Added |
| IFP Advisors, Inc | 31 | $9.17K | 0.00% | +1+3.3% | Added |
| Frazier Financial Advisors, LLC | 31 | $9.17K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 36 | $10.7K | 0.00% | +36 | New |
| Wolff Wiese Magana LLC | 38 | $11.2K | 0.01% | −1−2.6% | Reduced |
| Jones Financial Companies LLLP | 43 | $12.7K | 0.00% | +5+13.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 46 | $14.0K | 0.00% | −17−27.0% | Reduced |
| JJJ Advisors Inc. | 48 | $14.2K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 52 | $15.4K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 53 | $15.7K | 0.01% | +53 | New |
| Tucker Asset Management LLC | 57 | $16.9K | 0.00% | +57 | New |
| Venturi Wealth Management, LLC | 60 | $17.8K | 0.00% | +36+150.0% | Added |
| Centerpoint Advisors, LLC | 62 | $18.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 63 | $18.7K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 70 | $21.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 72 | $21.3K | 0.00% | +72 | New |
| Central Trust Co | 75 | $22.2K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 76 | $22.5K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 76 | $22.6K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 77 | $22.9K | 0.00% | −14−15.4% | Reduced |
| Financial Network Wealth Advisors LLC | 79 | $23.4K | 0.02% | +79 | New |
| Bell Investment Advisors, Inc | 79 | $23.4K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 83 | $24.6K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 84 | $24.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 94 | $28.0K | 0.00% | +72+327.3% | Added |
| Grove Bank & Trust | 100 | $29.6K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 105 | $31.1K | 0.00% | −65−38.2% | Reduced |
| Ronald Blue Trust, Inc. | 111 | $34.2K | 0.00% | +85+326.9% | Added |
| Crewe Advisors LLC | 117 | $34.6K | 0.00% | +117 | New |
| DT Investment Partners, LLC | 120 | $35.5K | 0.00% | +120 | New |
| Allworth Financial LP | 117 | $35.7K | 0.00% | +24+25.8% | Added |
| Harvest Fund Management Co., Ltd | 124 | $37.0K | 0.00% | −786−86.4% | Reduced |
| Pinnacle Financial Partners Inc | 120 | $37.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 141 | $41.7K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 146 | $43.0K | 0.00% | +62+73.8% | Added |
| Whittier Trust Co | 165 | $48.8K | 0.00% | +14+9.3% | Added |
| Steward Partners Investment Advisory, LLC | 166 | $49.1K | 0.00% | −10−5.7% | Reduced |
| First Horizon Advisors, Inc. | 171 | $50.6K | 0.00% | −7−3.9% | Reduced |
| GAMMA Investing LLC | 183 | $54.1K | 0.01% | +51+38.6% | Added |
| Nisa Investment Advisors, LLC | 196 | $58.0K | 0.00% | +54+38.0% | Added |
| Covestor Ltd | 207 | $61.0K | 0.04% | +158+322.4% | Added |
| Harbor Investment Advisory, LLC | 222 | $65.7K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 227 | $66.8K | 0.00% | +227 | New |
| CVA Family Office, LLC | 230 | $68.0K | 0.01% | +2+0.9% | Added |
| Versant Capital Management, Inc | 245 | $72.5K | 0.02% | +44+21.9% | Added |
| Bokf, NA | 345 | $102.1K | 0.00% | +20+6.2% | Added |
| Mizuho Bank, Ltd. | 350 | $103.5K | 0.02% | +350 | New |
| Umb Bank N A | 357 | $105.6K | 0.00% | +10+2.9% | Added |
| Fifth Third Bancorp | 364 | $107.7K | 0.00% | +130+55.6% | Added |
| Cullen/Frost Bankers, Inc. | 375 | $110.9K | 0.00% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 400 | $118.0K | 0.01% | +400 | New |
| Boit C F David | 400 | $118.3K | 0.06% | 00.0% | Unchanged |
| Signaturefd, LLC | 404 | $119.4K | 0.00% | −14−3.3% | Reduced |
| Brown Brothers Harriman & Co | 412 | $121.9K | 0.00% | +287+229.6% | Added |
| Tower Research Capital LLC (TRC) | 441 | $130.5K | 0.00% | −1,159−72.4% | Reduced |
| Headlands Technologies LLC | 522 | $154.4K | 0.02% | +308+143.9% | Added |
| Principal Securities, Inc. | 532 | $157.4K | 0.00% | −209−28.2% | Reduced |
| North Star Investment Management Corp. | 577 | $170.7K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 600 | $177.5K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 622 | $184.0K | 0.00% | +65+11.7% | Added |
| Quadrant Capital Group LLC | 630 | $186.4K | 0.01% | +37+6.2% | Added |
| Claret Asset Management Corp | 684 | $202.0K | 0.04% | −27−3.8% | Reduced |
| Advisor Group Holdings, Inc. | 685 | $202.7K | 0.00% | +177+34.8% | Added |