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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 3,057 | $904.3K | 0.00% | +883+40.6% | Added |
| Covey Capital Advisors, LLC | 3,057 | $904.4K | 1.04% | −70−2.2% | Reduced |
| Avantax Advisory Services, Inc. | 3,191 | $944.0K | 0.01% | +427+15.4% | Added |
| Central Pacific Bank - Trust Division | 3,196 | $945.5K | 0.11% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,265 | $966.0K | 0.02% | +17+0.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,408 | $1.01M | 0.01% | −1,384−28.9% | Reduced |
| Accretive Wealth Partners, LLC | 3,407 | $1.01M | 0.42% | −8−0.2% | Reduced |
| Pictet Asset Management Holding SA | 3,470 | $1.03M | 0.00% | +215+6.6% | Added |
| Two Sigma Advisers, LP | 3,500 | $1.04M | 0.00% | −500−12.5% | Reduced |
| Versor Investments LP | 3,500 | $1.04M | 0.19% | +3,500 | New |
| Royal Bank of Canada | 3,519 | $1.04M | 0.00% | +2,705+332.3% | Added |
| Truist Financial Corp | 3,526 | $1.04M | 0.00% | −278−7.3% | Reduced |
| Quantinno Capital Management LP | 3,787 | $1.12M | 0.02% | +1,863+96.8% | Added |
| Quantbot Technologies LP | 3,832 | $1.13M | 0.05% | −3,082−44.6% | Reduced |
| Pacer Advisors, Inc. | 3,878 | $1.15M | 0.00% | −36−0.9% | Reduced |
| Simon Quick Advisors, LLC | 3,906 | $1.16M | 0.08% | +1,372+54.1% | Added |
| MML Investors Services, LLC | 3,999 | $1.18M | 0.00% | −1,771−30.7% | Reduced |
| LPL Financial LLC | 4,030 | $1.19M | 0.00% | +429+11.9% | Added |
| Edgestream Partners, L.P. | 4,117 | $1.22M | 0.06% | +2,734+197.7% | Added |
| Johnson Investment Counsel Inc | 4,317 | $1.28M | 0.01% | −86−2.0% | Reduced |
| Caitlin John, LLC | 4,331 | $1.28M | 0.93% | +4,331 | New |
| Gotham Asset Management, LLC | 4,359 | $1.29M | 0.02% | −1,913−30.5% | Reduced |
| Martin Capital Advisors, LLP | 4,382 | $1.30M | 0.97% | +26+0.6% | Added |
| Utah Retirement Systems | 4,420 | $1.31M | 0.02% | −11−0.2% | Reduced |
| BCGM Wealth Management, LLC | 4,460 | $1.32M | 0.46% | −40−0.9% | Reduced |
| STRS Ohio | 4,602 | $1.36M | 0.01% | −32−0.7% | Reduced |
| Alliance Wealth Advisors, LLC | 4,618 | $1.37M | 0.40% | +135+3.0% | Added |
| Blair William & Co | 4,619 | $1.37M | 0.00% | +3+0.1% | Added |
| Bessemer Group Inc | 4,765 | $1.41M | 0.00% | −162−3.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 5,022 | $1.49M | 0.02% | 00.0% | Unchanged |
| American Century Companies Inc | 5,115 | $1.51M | 0.00% | +2,678+109.9% | Added |
| BNP Paribas Arbitrage, SA | 5,117 | $1.51M | 0.00% | −997−16.3% | Reduced |
| Linden Thomas Advisory Services, LLC | 5,197 | $1.54M | 0.24% | −2,194−29.7% | Reduced |
| New Mexico Educational Retirement Board | 5,200 | $1.54M | 0.05% | 00.0% | Unchanged |
| Magnetar Financial LLC | 5,281 | $1.56M | 0.03% | +1,325+33.5% | Added |
| Xponance, Inc. | 5,308 | $1.57M | 0.02% | −156−2.9% | Reduced |
| Ofi Invest Asset Management | 5,700 | $1.57M | 0.04% | +5,700 | New |
| Portside Wealth Group, LLC | 5,337 | $1.58M | 0.30% | −262−4.7% | Reduced |
| Cerity Partners LLC | 5,403 | $1.60M | 0.00% | −5,261−49.3% | Reduced |
| Oregon Public Employees Retirement Fund | 5,417 | $1.60M | 0.03% | −1,000−15.6% | Reduced |
| Ameritas Investment Partners, Inc. | 5,546 | $1.64M | 0.06% | −205−3.6% | Reduced |
| Handelsbanken Fonder AB | 5,572 | $1.65M | 0.01% | 00.0% | Unchanged |
| Atria Investments LLC | 5,703 | $1.69M | 0.02% | −2,565−31.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,779 | $1.71M | 0.01% | +17+0.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,819 | $1.72M | 0.04% | +9+0.2% | Added |
| CIBC Private Wealth Group, LLC | 5,885 | $1.76M | 0.00% | +706+13.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 6,000 | $1.78M | 0.01% | −23,413−79.6% | Reduced |
| Sepio Capital, LP | 6,006 | $1.78M | 0.16% | −108−1.8% | Reduced |
| Raymond James & Associates | 6,030 | $1.78M | 0.00% | −10,125−62.7% | Reduced |
| ClariVest Asset Management LLC | 6,134 | $1.81M | 0.19% | +14+0.2% | Added |
| Teacher Retirement System of Texas | 6,167 | $1.82M | 0.01% | +2,592+72.5% | Added |
| Ashford Capital Management Inc | 6,171 | $1.83M | 0.25% | 00.0% | Unchanged |
| Norden Group LLC | 6,210 | $1.84M | 0.37% | −542−8.0% | Reduced |
| State of Michigan Retirement System | 6,300 | $1.86M | 0.01% | −100−1.6% | Reduced |
| Thrivent Financial for Lutherans | 6,300 | $1.86M | 0.00% | −894−12.4% | Reduced |
| AQR Capital Management LLC | 6,376 | $1.88M | 0.00% | −4,619−42.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,505 | $1.92M | 0.01% | +1,234+23.4% | Added |
| Empire Life Investments Inc. | 6,750 | $2.00M | 0.13% | +91+1.4% | Added |
| Citigroup Inc | 6,937 | $2.05M | 0.00% | −5,448−44.0% | Reduced |
| Louisiana State Employees Retirement System | 7,400 | $2.19M | 0.04% | −100−1.3% | Reduced |
| Bright Rock Capital Management, LLC | 7,500 | $2.22M | 0.47% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 7,640 | $2.26M | 0.74% | −695−8.3% | Reduced |
| George Kaiser Family Foundation | 7,693 | $2.28M | 0.40% | +55+0.7% | Added |
| Trexquant Investment LP | 7,731 | $2.29M | 0.03% | +4,848+168.2% | Added |
| Arizona State Retirement System | 7,775 | $2.30M | 0.02% | +734+10.4% | Added |
| Polen Capital Management LLC | 8,064 | $2.39M | 0.01% | −1,267−13.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 8,420 | $2.49M | 0.02% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 8,545 | $2.53M | 0.01% | +2,545+42.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 8,783 | $2.60M | 0.03% | +179+2.1% | Added |
| Congress Wealth Management LLC | 8,900 | $2.63M | 0.04% | +985+12.4% | Added |
| M&T Bank Corp | 8,908 | $2.63M | 0.01% | −1,528−14.6% | Reduced |
| Azzad Asset Management Inc | 8,989 | $2.66M | 0.31% | −3,656−28.9% | Reduced |
| Pathstone Holdings, LLC | 9,117 | $2.70M | 0.01% | +822+9.9% | Added |
| US Bancorp | 9,722 | $2.88M | 0.00% | −1,544−13.7% | Reduced |
| Ceera Investments, LLC | 9,796 | $2.90M | 1.23% | −50−0.5% | Reduced |
| Comerica Bank | 10,237 | $3.03M | 0.01% | −1,141−10.0% | Reduced |
| Public Employees Retirement System of Ohio | 10,308 | $3.05M | 0.01% | +335+3.4% | Added |
| Kensington Investment Counsel, LLC | 10,371 | $3.07M | 1.36% | +49+0.5% | Added |
| State of New Jersey Common Pension Fund D | 10,704 | $3.17M | 0.01% | −4,083−27.6% | Reduced |
| Yousif Capital Management, LLC | 10,927 | $3.23M | 0.04% | −944−8.0% | Reduced |
| State of Wisconsin Investment Board | 10,980 | $3.25M | 0.01% | −950−8.0% | Reduced |
| UBS Group AG | 11,168 | $3.30M | 0.00% | −8,278−42.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 11,387 | $3.37M | 0.01% | +547+5.0% | Added |
| State of Tennessee, Treasury Department | 11,500 | $3.40M | 0.01% | −1,000−8.0% | Reduced |
| Treasurer of the State of North Carolina | 11,619 | $3.44M | 0.01% | +137+1.2% | Added |
| Commerce Bank | 11,684 | $3.46M | 0.02% | −661−5.4% | Reduced |
| Oppenheimer Asset Management Inc. | 11,827 | $3.50M | 0.04% | +3,638+44.4% | Added |
| Cardinal Capital Management | 11,839 | $3.50M | 0.59% | +99+0.8% | Added |
| CI Private Wealth, LLC | 11,847 | $3.50M | 0.01% | −651−5.2% | Reduced |
| Janus Henderson Group PLC | 12,543 | $3.71M | 0.00% | +663+5.6% | Added |
| Prudential Financial Inc | 12,830 | $3.80M | 0.01% | +614+5.0% | Added |
| Voya Investment Management LLC | 13,241 | $3.92M | 0.00% | +2,372+21.8% | Added |
| Henshaw Capital LLC | 13,453 | $3.98M | 0.18% | +19+0.1% | Added |
| Amalgamated Bank | 13,543 | $4.01M | 0.03% | −925−6.4% | Reduced |
| YHB Investment Advisors, Inc. | 13,598 | $4.02M | 0.35% | −439−3.1% | Reduced |
| Barclays PLC | 13,812 | $4.09M | 0.00% | −21,181−60.5% | Reduced |
| 1832 Asset Management L.P. | 13,900 | $4.11M | 0.01% | +2,700+24.1% | Added |
| Victory Capital Management Inc | 14,054 | $4.16M | 0.00% | −162−1.1% | Reduced |
| Qube Research & Technologies Ltd | 14,168 | $4.19M | 0.01% | +3,353+31.0% | Added |
| National Bank of Canada | 14,108 | $4.20M | 0.01% | −14,121−50.0% | Reduced |