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 |
|---|---|---|---|---|---|
| MAI Capital Management | 705 | $208.6K | 0.00% | +705 | New |
| Glenmede Trust Co NA | 731 | $216.3K | 0.00% | −9−1.2% | Reduced |
| Great Valley Advisor Group, Inc. | 754 | $223.1K | 0.01% | +51+7.3% | Added |
| Profund Advisors LLC | 757 | $224.0K | 0.01% | −275−26.6% | Reduced |
| Keybank National Association | 759 | $224.6K | 0.00% | +759 | New |
| Stonegate Investment Group, LLC | 764 | $226.0K | 0.01% | +764 | New |
| Vestmark Advisory Solutions, Inc. | 771 | $228.1K | 0.01% | +771 | New |
| Fifth Third Wealth Advisors LLC | 775 | $229.3K | 0.02% | +775 | New |
| QRG Capital Management, Inc. | 775 | $229.3K | 0.00% | +775 | New |
| Spears Abacus Advisors LLC | 790 | $233.7K | 0.00% | −6−0.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 817 | $242.0K | 0.03% | +817 | New |
| Susquehanna International Group, LLP | 826 | $244.4K | 0.00% | +826 | New |
| Vident Advisory, LLC | 834 | $246.8K | 0.01% | +834 | New |
| HBK Sorce Advisory LLC | 854 | $252.7K | 0.01% | +3+0.4% | Added |
| Seven Eight Capital, LP | 854 | $252.7K | 0.03% | +854 | New |
| Envestnet Portfolio Solutions, Inc. | 860 | $254.3K | 0.00% | −280−24.6% | Reduced |
| Panagora Asset Management Inc | 868 | $256.8K | 0.00% | +68+8.5% | Added |
| Benjamin Edwards Inc | 895 | $265.0K | 0.05% | −572−39.0% | Reduced |
| Oppenheimer & Co Inc | 906 | $268.0K | 0.00% | +906 | New |
| FORA Capital, LLC | 922 | $272.8K | 0.03% | +922 | New |
| Bank of Stockton | 924 | $273.4K | 0.09% | −465−33.5% | Reduced |
| Mercer Global Advisors Inc | 956 | $282.9K | 0.00% | −44−4.4% | Reduced |
| Bard Financial Services, Inc. | 1,000 | $295.9K | 0.03% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 1,008 | $298.2K | 0.23% | +1,008 | New |
| Invesco, LLC | 1,025 | $303.2K | 0.13% | −13−1.3% | Reduced |
| Shelton Capital Management | 1,038 | $307.1K | 0.01% | −62−5.6% | Reduced |
| Mechanics Bank Trust Department | 1,047 | $309.8K | 0.04% | +1,047 | New |
| Entropy Technologies, LP | 1,056 | $312.4K | 0.03% | −330−23.8% | Reduced |
| Kestra Private Wealth Services, LLC | 1,069 | $316.3K | 0.01% | −348−24.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 1,084 | $320.7K | 0.13% | −2,877−72.6% | Reduced |
| Dundas Partners LLP | 1,114 | $330.0K | 0.03% | +385+52.8% | Added |
| Toroso Investments, LLC | 1,118 | $330.8K | 0.00% | −2,795−71.4% | Reduced |
| CWM, LLC | 1,120 | $331.0K | 0.00% | +13+1.2% | Added |
| Heartland Bank & Trust Co | 1,130 | $334.3K | 0.19% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 1,140 | $337.0K | 0.00% | −525−31.5% | Reduced |
| Wallace Advisory Group, LLC | 1,144 | $338.5K | 0.24% | −52−4.3% | Reduced |
| Capital Investment Counsel, Inc | 1,150 | $340.2K | 0.05% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 1,151 | $340.5K | 0.03% | 00.0% | Unchanged |
| Fiduciary Trust Co | 1,192 | $352.7K | 0.01% | −100−7.7% | Reduced |
| Diversify Advisory Services, LLC | 1,200 | $355.0K | 0.02% | −678−36.1% | Reduced |
| Ballentine Partners, LLC | 1,206 | $356.8K | 0.01% | −9−0.7% | Reduced |
| Raymond James Trust N.A. | 1,214 | $359.2K | 0.01% | −231−16.0% | Reduced |
| CIBC Asset Management Inc | 1,218 | $360.3K | 0.00% | +470+62.8% | Added |
| ProShare Advisors LLC | 1,230 | $363.9K | 0.00% | −42−3.3% | Reduced |
| Parallel Advisors, LLC | 1,239 | $366.6K | 0.01% | +30+2.5% | Added |
| XTX Topco Ltd | 1,276 | $377.5K | 0.03% | +161+14.4% | Added |
| Jump Financial, LLC | 1,285 | $380.2K | 0.01% | −7,325−85.1% | Reduced |
| Squarepoint Ops LLC | 1,320 | $390.5K | 0.00% | +1,320 | New |
| Mariner, LLC | 1,368 | $404.8K | 0.00% | +83+6.5% | Added |
| The PNC Financial Services Group, Inc. | 1,377 | $407.4K | 0.00% | +66+5.0% | Added |
| Cadent Capital Advisors, LLC | 1,396 | $413.0K | 0.17% | +163+13.2% | Added |
| Capula Management Ltd | 1,428 | $422.5K | 0.00% | +1,428 | New |
| Susquehanna Portfolio Strategies, LLC | 1,444 | $427.2K | 0.02% | −7,703−84.2% | Reduced |
| Commonwealth Equity Services, LLC | 1,449 | $429.0K | 0.00% | −27−1.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 1,455 | $430.3K | 0.00% | −104−6.7% | Reduced |
| Connable Office Inc | 1,470 | $434.9K | 0.05% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 1,500 | $443.8K | 0.01% | +1,500 | New |
| Baird Financial Group, Inc. | 1,510 | $446.7K | 0.00% | +62+4.3% | Added |
| Susquehanna Fundamental Investments, LLC | 1,573 | $465.4K | 0.01% | −549−25.9% | Reduced |
| Engineers Gate Manager LP | 1,600 | $473.4K | 0.01% | +54+3.5% | Added |
| Cubist Systematic Strategies, LLC | 1,606 | $475.0K | 0.01% | −23,597−93.6% | Reduced |
| Cresset Asset Management, LLC | 1,646 | $487.1K | 0.00% | +635+62.8% | Added |
| Cetera Investment Advisers | 1,656 | $490.0K | 0.00% | −710−30.0% | Reduced |
| Fox Run Management, L.L.C. | 1,681 | $497.3K | 0.09% | +1,681 | New |
| O'Shaughnessy Asset Management, LLC | 1,721 | $509.2K | 0.01% | +99+6.1% | Added |
| Crossmark Global Holdings, Inc. | 1,727 | $511.0K | 0.01% | −332−16.1% | Reduced |
| Welch & Forbes LLC | 1,734 | $513.0K | 0.01% | +509+41.6% | Added |
| Sanctuary Advisors, LLC | 1,850 | $529.6K | 0.00% | +1,850 | New |
| Spectrum Asset Management, Inc. (NB/CA) | 1,803 | $533.3K | 0.25% | +3+0.2% | Added |
| Deutsche Bank AG | 1,822 | $539.0K | 0.00% | +160+9.6% | Added |
| Equitable Trust Co | 1,871 | $553.5K | 0.04% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 1,914 | $566.3K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,917 | $567.0K | 0.00% | −11,285−85.5% | Reduced |
| Franklin Resources Inc | 1,937 | $573.1K | 0.00% | −340−14.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,005 | $593.3K | 0.04% | −52−2.5% | Reduced |
| Securian Asset Management, Inc | 2,080 | $615.4K | 0.02% | −124−5.6% | Reduced |
| Exchange Traded Concepts, LLC | 2,115 | $625.7K | 0.02% | +78+3.8% | Added |
| Gateway Investment Advisers LLC | 2,128 | $629.6K | 0.01% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 2,102 | $633.1K | 0.08% | +2,102 | New |
| Planning Alternatives Ltd | 2,205 | $652.4K | 0.11% | 00.0% | Unchanged |
| Gibbs Wealth Management | 2,249 | $665.4K | 0.27% | +463+25.9% | Added |
| Federated Hermes, Inc. | 2,260 | $668.6K | 0.00% | −524−18.8% | Reduced |
| Seeds Investor LLC | 2,331 | $689.8K | 0.35% | −85−3.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 2,372 | $701.9K | 0.00% | +270+12.8% | Added |
| Ethic Inc. | 2,382 | $704.7K | 0.02% | +57+2.5% | Added |
| ExodusPoint Capital Management, LP | 2,410 | $713.0K | 0.01% | +2,410 | New |
| Precision Wealth Strategies, LLC | 2,436 | $720.7K | 0.74% | +313+14.7% | Added |
| Jane Street Group, LLC | 2,498 | $739.0K | 0.00% | −11,081−81.6% | Reduced |
| HSBC Holdings PLC | 2,542 | $751.1K | 0.00% | −694−21.4% | Reduced |
| Level Four Advisory Services, LLC | 2,550 | $754.5K | 0.03% | +2,550 | New |
| Williams Jones Wealth Management, LLC. | 2,600 | $769.2K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 2,637 | $780.0K | 0.06% | +1,970+295.4% | Added |
| Public Employees Retirement Association of Colorado | 2,787 | $825.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 2,876 | $851.0K | 0.00% | −182−6.0% | Reduced |
| Black Creek Investment Management Inc. | 2,900 | $858.0K | 0.03% | −1,000−25.6% | Reduced |
| Creative Planning | 2,934 | $868.0K | 0.00% | +103+3.6% | Added |
| Davy Global Fund Management Ltd | 2,947 | $871.9K | 0.10% | −730−19.9% | Reduced |
| JustInvest LLC | 3,003 | $888.4K | 0.02% | +256+9.3% | Added |
| Bradley Foster & Sargent Inc | 3,021 | $893.8K | 0.02% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 3,025 | $894.9K | 0.11% | +49+1.6% | Added |