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 |
|---|---|---|---|---|---|
| Henshaw Capital LLC | 13,453 | $3.98M | 0.18% | +19+0.1% | Added |
| Voya Investment Management LLC | 13,241 | $3.92M | 0.00% | +2,372+21.8% | Added |
| Prudential Financial Inc | 12,830 | $3.80M | 0.01% | +614+5.0% | Added |
| Janus Henderson Group PLC | 12,543 | $3.71M | 0.00% | +663+5.6% | Added |
| CI Private Wealth, LLC | 11,847 | $3.50M | 0.01% | −651−5.2% | Reduced |
| Cardinal Capital Management | 11,839 | $3.50M | 0.59% | +99+0.8% | Added |
| Oppenheimer Asset Management Inc. | 11,827 | $3.50M | 0.04% | +3,638+44.4% | Added |
| Commerce Bank | 11,684 | $3.46M | 0.02% | −661−5.4% | Reduced |
| Treasurer of the State of North Carolina | 11,619 | $3.44M | 0.01% | +137+1.2% | Added |
| State of Tennessee, Treasury Department | 11,500 | $3.40M | 0.01% | −1,000−8.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 11,387 | $3.37M | 0.01% | +547+5.0% | Added |
| UBS Group AG | 11,168 | $3.30M | 0.00% | −8,278−42.6% | Reduced |
| State of Wisconsin Investment Board | 10,980 | $3.25M | 0.01% | −950−8.0% | Reduced |
| Yousif Capital Management, LLC | 10,927 | $3.23M | 0.04% | −944−8.0% | Reduced |
| State of New Jersey Common Pension Fund D | 10,704 | $3.17M | 0.01% | −4,083−27.6% | Reduced |
| Kensington Investment Counsel, LLC | 10,371 | $3.07M | 1.36% | +49+0.5% | Added |
| Public Employees Retirement System of Ohio | 10,308 | $3.05M | 0.01% | +335+3.4% | Added |
| Comerica Bank | 10,237 | $3.03M | 0.01% | −1,141−10.0% | Reduced |
| Ceera Investments, LLC | 9,796 | $2.90M | 1.23% | −50−0.5% | Reduced |
| US Bancorp | 9,722 | $2.88M | 0.00% | −1,544−13.7% | Reduced |
| Pathstone Holdings, LLC | 9,117 | $2.70M | 0.01% | +822+9.9% | Added |
| Azzad Asset Management Inc | 8,989 | $2.66M | 0.31% | −3,656−28.9% | Reduced |
| M&T Bank Corp | 8,908 | $2.63M | 0.01% | −1,528−14.6% | Reduced |
| Congress Wealth Management LLC | 8,900 | $2.63M | 0.04% | +985+12.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 8,783 | $2.60M | 0.03% | +179+2.1% | Added |
| New York State Teachers Retirement System | 8,545 | $2.53M | 0.01% | +2,545+42.4% | Added |
| Teachers Retirement System of the State of Kentucky | 8,420 | $2.49M | 0.02% | 00.0% | Unchanged |
| Polen Capital Management LLC | 8,064 | $2.39M | 0.01% | −1,267−13.6% | Reduced |
| Arizona State Retirement System | 7,775 | $2.30M | 0.02% | +734+10.4% | Added |
| Trexquant Investment LP | 7,731 | $2.29M | 0.03% | +4,848+168.2% | Added |
| George Kaiser Family Foundation | 7,693 | $2.28M | 0.40% | +55+0.7% | Added |
| Redmond Asset Management, LLC | 7,640 | $2.26M | 0.74% | −695−8.3% | Reduced |
| Bright Rock Capital Management, LLC | 7,500 | $2.22M | 0.47% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 7,400 | $2.19M | 0.04% | −100−1.3% | Reduced |
| Citigroup Inc | 6,937 | $2.05M | 0.00% | −5,448−44.0% | Reduced |
| Empire Life Investments Inc. | 6,750 | $2.00M | 0.13% | +91+1.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,505 | $1.92M | 0.01% | +1,234+23.4% | Added |
| AQR Capital Management LLC | 6,376 | $1.88M | 0.00% | −4,619−42.0% | Reduced |
| Thrivent Financial for Lutherans | 6,300 | $1.86M | 0.00% | −894−12.4% | Reduced |
| State of Michigan Retirement System | 6,300 | $1.86M | 0.01% | −100−1.6% | Reduced |
| Norden Group LLC | 6,210 | $1.84M | 0.37% | −542−8.0% | Reduced |
| Ashford Capital Management Inc | 6,171 | $1.83M | 0.25% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 6,167 | $1.82M | 0.01% | +2,592+72.5% | Added |
| ClariVest Asset Management LLC | 6,134 | $1.81M | 0.19% | +14+0.2% | Added |
| Raymond James & Associates | 6,030 | $1.78M | 0.00% | −10,125−62.7% | Reduced |
| Sepio Capital, LP | 6,006 | $1.78M | 0.16% | −108−1.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 6,000 | $1.78M | 0.01% | −23,413−79.6% | Reduced |
| CIBC Private Wealth Group, LLC | 5,885 | $1.76M | 0.00% | +706+13.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,819 | $1.72M | 0.04% | +9+0.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,779 | $1.71M | 0.01% | +17+0.3% | Added |
| Atria Investments LLC | 5,703 | $1.69M | 0.02% | −2,565−31.0% | Reduced |
| Handelsbanken Fonder AB | 5,572 | $1.65M | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,546 | $1.64M | 0.06% | −205−3.6% | Reduced |
| Oregon Public Employees Retirement Fund | 5,417 | $1.60M | 0.03% | −1,000−15.6% | Reduced |
| Cerity Partners LLC | 5,403 | $1.60M | 0.00% | −5,261−49.3% | Reduced |
| Portside Wealth Group, LLC | 5,337 | $1.58M | 0.30% | −262−4.7% | Reduced |
| Ofi Invest Asset Management | 5,700 | $1.57M | 0.04% | +5,700 | New |
| Xponance, Inc. | 5,308 | $1.57M | 0.02% | −156−2.9% | Reduced |
| Magnetar Financial LLC | 5,281 | $1.56M | 0.03% | +1,325+33.5% | Added |
| New Mexico Educational Retirement Board | 5,200 | $1.54M | 0.05% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 5,197 | $1.54M | 0.24% | −2,194−29.7% | Reduced |
| BNP Paribas Arbitrage, SA | 5,117 | $1.51M | 0.00% | −997−16.3% | Reduced |
| American Century Companies Inc | 5,115 | $1.51M | 0.00% | +2,678+109.9% | Added |
| Buckingham Strategic Wealth, LLC | 5,022 | $1.49M | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 4,765 | $1.41M | 0.00% | −162−3.3% | Reduced |
| Blair William & Co | 4,619 | $1.37M | 0.00% | +3+0.1% | Added |
| Alliance Wealth Advisors, LLC | 4,618 | $1.37M | 0.40% | +135+3.0% | Added |
| STRS Ohio | 4,602 | $1.36M | 0.01% | −32−0.7% | Reduced |
| BCGM Wealth Management, LLC | 4,460 | $1.32M | 0.46% | −40−0.9% | Reduced |
| Utah Retirement Systems | 4,420 | $1.31M | 0.02% | −11−0.2% | Reduced |
| Martin Capital Advisors, LLP | 4,382 | $1.30M | 0.97% | +26+0.6% | Added |
| Gotham Asset Management, LLC | 4,359 | $1.29M | 0.02% | −1,913−30.5% | Reduced |
| Caitlin John, LLC | 4,331 | $1.28M | 0.93% | +4,331 | New |
| Johnson Investment Counsel Inc | 4,317 | $1.28M | 0.01% | −86−2.0% | Reduced |
| Edgestream Partners, L.P. | 4,117 | $1.22M | 0.06% | +2,734+197.7% | Added |
| LPL Financial LLC | 4,030 | $1.19M | 0.00% | +429+11.9% | Added |
| MML Investors Services, LLC | 3,999 | $1.18M | 0.00% | −1,771−30.7% | Reduced |
| Simon Quick Advisors, LLC | 3,906 | $1.16M | 0.08% | +1,372+54.1% | Added |
| Pacer Advisors, Inc. | 3,878 | $1.15M | 0.00% | −36−0.9% | Reduced |
| Quantbot Technologies LP | 3,832 | $1.13M | 0.05% | −3,082−44.6% | Reduced |
| Quantinno Capital Management LP | 3,787 | $1.12M | 0.02% | +1,863+96.8% | Added |
| Truist Financial Corp | 3,526 | $1.04M | 0.00% | −278−7.3% | Reduced |
| Royal Bank of Canada | 3,519 | $1.04M | 0.00% | +2,705+332.3% | 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 |
| Pictet Asset Management Holding SA | 3,470 | $1.03M | 0.00% | +215+6.6% | Added |
| Accretive Wealth Partners, LLC | 3,407 | $1.01M | 0.42% | −8−0.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,408 | $1.01M | 0.01% | −1,384−28.9% | Reduced |
| Advisory Services Network, LLC | 3,265 | $966.0K | 0.02% | +17+0.5% | Added |
| Central Pacific Bank - Trust Division | 3,196 | $945.5K | 0.11% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 3,191 | $944.0K | 0.01% | +427+15.4% | Added |
| Covey Capital Advisors, LLC | 3,057 | $904.4K | 1.04% | −70−2.2% | Reduced |
| Captrust Financial Advisors | 3,057 | $904.3K | 0.00% | +883+40.6% | Added |
| Legacy Advisors, LLC | 3,025 | $894.9K | 0.11% | +49+1.6% | Added |
| Bradley Foster & Sargent Inc | 3,021 | $893.8K | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 3,003 | $888.4K | 0.02% | +256+9.3% | Added |
| Davy Global Fund Management Ltd | 2,947 | $871.9K | 0.10% | −730−19.9% | Reduced |
| Creative Planning | 2,934 | $868.0K | 0.00% | +103+3.6% | Added |
| Black Creek Investment Management Inc. | 2,900 | $858.0K | 0.03% | −1,000−25.6% | Reduced |
| Janney Montgomery Scott LLC | 2,876 | $851.0K | 0.00% | −182−6.0% | Reduced |