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 |
|---|---|---|---|---|---|
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −4,120−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −3,283−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −2,311−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −2,247−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −2,180−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −2,150−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −2,028−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −1,952−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −1,944−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −1,836−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −1,771−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −1,316−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −1,174−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −872−100.0% | Sold out |
| Edge Financial Advisors LLC | 0 | $0 | 0.00% | −798−100.0% | Sold out |
| Glenview Trust Co | 0 | $0 | 0.00% | −696−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −677−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −667−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −651−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −328−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| First PREMIER Bank | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| FirstPurpose Wealth LLC | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |