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 |
|---|---|---|---|---|---|
| Motley Fool Asset Management LLC | 14,197 | $4.23M | 0.28% | −588−4.0% | Reduced |
| State of Alaska, Department of Revenue | 14,887 | $4.40M | 0.05% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 14,931 | $4.42M | 0.05% | −587−3.8% | Reduced |
| Canada Pension Plan Investment Board | 14,958 | $4.43M | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 14,980 | $4.43M | 0.03% | −385−2.5% | Reduced |
| Neuberger Berman Group LLC | 15,212 | $4.50M | 0.00% | −276−1.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 15,233 | $4.51M | 0.00% | +3,477+29.6% | Added |
| HighTower Advisors, LLC | 16,142 | $4.78M | 0.01% | +188+1.2% | Added |
| Daiwa Securities Group Inc. | 16,465 | $4.87M | 0.03% | −1,480−8.2% | Reduced |
| Ensign Peak Advisors, Inc | 17,675 | $5.23M | 0.01% | +4,300+32.1% | Added |
| New York State Common Retirement Fund | 17,851 | $5.28M | 0.01% | +358+2.0% | Added |
| Stifel Financial Corp | 18,770 | $5.55M | 0.01% | +188+1.0% | Added |
| Capitolis Liquid Global Markets LLC | 19,000 | $5.62M | 0.07% | 00.0% | Unchanged |
| Man Group plc | 19,083 | $5.65M | 0.01% | +1,653+9.5% | Added |
| Fisher Asset Management, LLC | 20,008 | $5.92M | 0.00% | +15+0.1% | Added |
| Algert Global LLC | 20,289 | $6.00M | 0.20% | +2,898+16.7% | Added |
| Southeast Asset Advisors Inc. | 20,384 | $6.03M | 0.73% | −164−0.8% | Reduced |
| Great West Life Assurance Co | 20,495 | $6.07M | 0.01% | +2,799+15.8% | Added |
| Russell Investments Group, Ltd. | 22,088 | $6.53M | 0.01% | −325−1.5% | Reduced |
| Balyasny Asset Management LLC | 23,024 | $6.81M | 0.02% | −11,441−33.2% | Reduced |
| Manufacturers Life Insurance Company, The | 23,118 | $6.84M | 0.01% | −359−1.5% | Reduced |
| Marks Group Wealth Management, Inc | 24,667 | $7.30M | 0.77% | +318+1.3% | Added |
| Motley Fool Wealth Management, LLC | 24,808 | $7.34M | 0.37% | +1,022+4.3% | Added |
| State Board of Administration of Florida Retirement System | 24,883 | $7.36M | 0.01% | −1,758−6.6% | Reduced |
| Bank of Nova Scotia | 24,935 | $7.38M | 0.01% | −16,632−40.0% | Reduced |
| Kornitzer Capital Management Inc | 26,284 | $7.78M | 0.15% | −497−1.9% | Reduced |
| Nicholas Company, Inc. | 26,310 | $7.78M | 0.13% | 00.0% | Unchanged |
| California State Teachers Retirement System | 27,040 | $8.00M | 0.01% | +1,380+5.4% | Added |
| Natixis | 29,000 | $8.58M | 0.05% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 29,711 | $8.79M | 0.00% | −1,136−3.7% | Reduced |
| Assenagon Asset Management S.A. | 31,658 | $9.37M | 0.02% | +31,658 | New |
| Retirement Systems of Alabama | 32,182 | $9.52M | 0.04% | −527−1.6% | Reduced |
| Corebridge Financial, Inc. | 33,313 | $9.86M | 0.05% | +33,313 | New |
| Segall Bryant & Hamill, LLC | 33,341 | $9.86M | 0.17% | +4,406+15.2% | Added |
| First Trust Advisors LP | 33,788 | $10.0M | 0.01% | +4,631+15.9% | Added |
| Barlow Wealth Partners, Inc. | 33,503 | $10.2M | 1.41% | +585+1.8% | Added |
| Alliancebernstein L.P. | 35,476 | $10.5M | 0.00% | +1,232+3.6% | Added |
| Asset Management One Co.,Ltd. | 35,660 | $10.5M | 0.04% | −775−2.1% | Reduced |
| Congress Asset Management Co | 35,616 | $10.5M | 0.08% | +6,229+21.2% | Added |
| NewEdge Wealth, LLC | 38,203 | $11.3M | 0.24% | +38,203 | New |
| TownSquare Capital, LLC | 42,416 | $12.5M | 0.17% | +833+2.0% | Added |
| Bank of Montreal | 42,189 | $12.6M | 0.01% | +28,894+217.3% | Added |
| Scout Investments, Inc. | 42,893 | $12.7M | 0.34% | +344+0.8% | Added |
| Legal & General Group Plc | 43,612 | $12.9M | 0.00% | +2,079+5.0% | Added |
| Invesco Ltd. | 44,970 | $13.3M | 0.00% | +3,938+9.6% | Added |
| Ci Investments Inc. | 45,609 | $13.5M | 0.05% | +1,107+2.5% | Added |
| California Public Employees Retirement System | 49,368 | $14.6M | 0.01% | +2,952+6.4% | Added |
| Swiss National Bank | 54,700 | $16.2M | 0.01% | +4,100+8.1% | Added |
| DF Dent & Co Inc | 54,783 | $16.2M | 0.21% | +7,614+16.1% | Added |
| Nordea Investment Management AB | 58,474 | $17.3M | 0.02% | −6,693−10.3% | Reduced |
| Chicago Capital, LLC | 58,442 | $17.3M | 0.51% | −726−1.2% | Reduced |
| Confluence Investment Management LLC | 64,975 | $19.2M | 0.28% | −3,079−4.5% | Reduced |
| Parnassus Investments | 71,034 | $21.0M | 0.05% | −23,694−25.0% | Reduced |
| Nuveen Asset Management, LLC | 71,924 | $21.3M | 0.01% | −15,952−18.2% | Reduced |
| Envestnet Asset Management Inc | 72,997 | $21.6M | 0.01% | −7,810−9.7% | Reduced |
| Rhumbline Advisers | 75,749 | $22.4M | 0.02% | +869+1.2% | Added |
| Cramer Rosenthal McGlynn LLC | 79,646 | $23.6M | 1.38% | −5,789−6.8% | Reduced |
| UBS Asset Management Americas Inc | 82,474 | $24.4M | 0.01% | +31,490+61.8% | Added |
| Citadel Advisors LLC | 85,910 | $25.4M | 0.03% | +85,802+79,446.3% | Added |
| Wells Fargo & Company | 89,828 | $26.6M | 0.01% | −12,226−12.0% | Reduced |
| Praesidium Investment Management Company, LLC | 98,766 | $29.2M | 5.56% | −41,426−29.5% | Reduced |
| Copeland Capital Management, LLC | 104,968 | $31.1M | 0.58% | +275+0.3% | Added |
| Principal Financial Group Inc | 109,940 | $32.5M | 0.02% | −77,691−41.4% | Reduced |
| SEI Investments Co | 128,016 | $37.9M | 0.05% | +1,084+0.9% | Added |
| American Capital Management Inc | 144,823 | $42.8M | 1.43% | +1,567+1.1% | Added |
| Goldman Sachs Group Inc | 170,596 | $50.5M | 0.01% | −43,157−20.2% | Reduced |
| M&G Plc | 173,105 | $51.2M | 0.30% | +3,322+2.0% | Added |
| Renaissance Technologies LLC | 176,870 | $52.3M | 0.09% | −9,630−5.2% | Reduced |
| Charles Schwab Investment Management Inc | 186,720 | $55.2M | 0.01% | +2,548+1.4% | Added |
| Royce & Associates LP | 193,561 | $57.3M | 0.54% | −31,433−14.0% | Reduced |
| Northern Trust Corp | 194,286 | $57.5M | 0.01% | +22,818+13.3% | Added |
| Amundi | 192,015 | $57.9M | 0.02% | +192,000+1,280,000.0% | Added |
| JPMorgan Chase & Co | 244,017 | $72.2M | 0.01% | −19,195−7.3% | Reduced |
| Dimensional Fund Advisors LP | 272,075 | $80.5M | 0.02% | +4,722+1.8% | Added |
| Allspring Global Investments Holdings, LLC | 282,534 | $83.6M | 0.14% | −8,956−3.1% | Reduced |
| Millennium Management LLC | 320,186 | $94.7M | 0.08% | +194,122+154.0% | Added |
| Norges Bank | 324,445 | $96.0M | 0.01% | +19,238+6.3% | Added |
| Bank of New York Mellon Corp | 327,902 | $97.0M | 0.02% | −31,249−8.7% | Reduced |
| FMR LLC | 361,257 | $106.9M | 0.01% | −86,232−19.3% | Reduced |
| Liontrust Investment Partners LLP | 402,775 | $119.2M | 1.69% | −8,386−2.0% | Reduced |
| Geode Capital Management, LLC | 486,974 | $144.7M | 0.01% | +27,589+6.0% | Added |
| Wasatch Advisors Inc | 610,925 | $180.7M | 0.97% | +48,826+8.7% | Added |
| Price T Rowe Associates Inc | 684,740 | $202.6M | 0.02% | −30.0% | Reduced |
| State Street Corp | 775,595 | $229.5M | 0.01% | +4,151+0.5% | Added |
| Wellington Management Group LLP | 945,354 | $279.7M | 0.05% | +155,313+19.7% | Added |
| Massachusetts Financial Services Co | 1,099,502 | $325.3M | 0.10% | +4,822+0.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,129,104 | $334.0M | 0.82% | −97,716−8.0% | Reduced |
| Bamco Inc | 1,306,937 | $386.7M | 1.11% | −1,734−0.1% | Reduced |
| Bank of America Corp | 1,526,590 | $451.6M | 0.04% | −172,561−10.2% | Reduced |
| Morgan Stanley | 2,020,233 | $597.7M | 0.05% | +83,254+4.3% | Added |
| Select Equity Group, L.P. | 2,434,338 | $720.2M | 2.86% | −160,556−6.2% | Reduced |
| BlackRock Inc. | 2,536,665 | $750.5M | 0.02% | +89,443+3.7% | Added |
| Vanguard Group Inc | 2,738,173 | $810.1M | 0.02% | +157,460+6.1% | Added |
| Coronation Fund Managers Ltd. | 0 | $0 | 0.00% | −35,811−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −34,693−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −22,796−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −11,401−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −6,800−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −6,386−100.0% | Sold out |