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 |
|---|---|---|---|---|---|
| Public Employees Retirement Association of Colorado | 2,787 | $825.0K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 2,637 | $780.0K | 0.06% | +1,970+295.4% | Added |
| Williams Jones Wealth Management, LLC. | 2,600 | $769.2K | 0.01% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 2,550 | $754.5K | 0.03% | +2,550 | New |
| HSBC Holdings PLC | 2,542 | $751.1K | 0.00% | −694−21.4% | Reduced |
| Jane Street Group, LLC | 2,498 | $739.0K | 0.00% | −11,081−81.6% | Reduced |
| Precision Wealth Strategies, LLC | 2,436 | $720.7K | 0.74% | +313+14.7% | Added |
| ExodusPoint Capital Management, LP | 2,410 | $713.0K | 0.01% | +2,410 | New |
| Ethic Inc. | 2,382 | $704.7K | 0.02% | +57+2.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 2,372 | $701.9K | 0.00% | +270+12.8% | Added |
| Seeds Investor LLC | 2,331 | $689.8K | 0.35% | −85−3.5% | Reduced |
| Federated Hermes, Inc. | 2,260 | $668.6K | 0.00% | −524−18.8% | Reduced |
| Gibbs Wealth Management | 2,249 | $665.4K | 0.27% | +463+25.9% | Added |
| Planning Alternatives Ltd | 2,205 | $652.4K | 0.11% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 2,102 | $633.1K | 0.08% | +2,102 | New |
| Gateway Investment Advisers LLC | 2,128 | $629.6K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 2,115 | $625.7K | 0.02% | +78+3.8% | Added |
| Securian Asset Management, Inc | 2,080 | $615.4K | 0.02% | −124−5.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,005 | $593.3K | 0.04% | −52−2.5% | Reduced |
| Franklin Resources Inc | 1,937 | $573.1K | 0.00% | −340−14.9% | Reduced |
| SG Americas Securities, LLC | 1,917 | $567.0K | 0.00% | −11,285−85.5% | Reduced |
| Maryland State Retirement & Pension System | 1,914 | $566.3K | 0.01% | 00.0% | Unchanged |
| Equitable Trust Co | 1,871 | $553.5K | 0.04% | 00.0% | Unchanged |
| Deutsche Bank AG | 1,822 | $539.0K | 0.00% | +160+9.6% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 1,803 | $533.3K | 0.25% | +3+0.2% | Added |
| Sanctuary Advisors, LLC | 1,850 | $529.6K | 0.00% | +1,850 | New |
| Welch & Forbes LLC | 1,734 | $513.0K | 0.01% | +509+41.6% | Added |
| Crossmark Global Holdings, Inc. | 1,727 | $511.0K | 0.01% | −332−16.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,721 | $509.2K | 0.01% | +99+6.1% | Added |
| Fox Run Management, L.L.C. | 1,681 | $497.3K | 0.09% | +1,681 | New |
| Cetera Investment Advisers | 1,656 | $490.0K | 0.00% | −710−30.0% | Reduced |
| Cresset Asset Management, LLC | 1,646 | $487.1K | 0.00% | +635+62.8% | Added |
| Cubist Systematic Strategies, LLC | 1,606 | $475.0K | 0.01% | −23,597−93.6% | Reduced |
| Engineers Gate Manager LP | 1,600 | $473.4K | 0.01% | +54+3.5% | Added |
| Susquehanna Fundamental Investments, LLC | 1,573 | $465.4K | 0.01% | −549−25.9% | Reduced |
| Baird Financial Group, Inc. | 1,510 | $446.7K | 0.00% | +62+4.3% | Added |
| Jefferies Financial Group Inc. | 1,500 | $443.8K | 0.01% | +1,500 | New |
| Connable Office Inc | 1,470 | $434.9K | 0.05% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 1,455 | $430.3K | 0.00% | −104−6.7% | Reduced |
| Commonwealth Equity Services, LLC | 1,449 | $429.0K | 0.00% | −27−1.8% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 1,444 | $427.2K | 0.02% | −7,703−84.2% | Reduced |
| Capula Management Ltd | 1,428 | $422.5K | 0.00% | +1,428 | New |
| Cadent Capital Advisors, LLC | 1,396 | $413.0K | 0.17% | +163+13.2% | Added |
| The PNC Financial Services Group, Inc. | 1,377 | $407.4K | 0.00% | +66+5.0% | Added |
| Mariner, LLC | 1,368 | $404.8K | 0.00% | +83+6.5% | Added |
| Squarepoint Ops LLC | 1,320 | $390.5K | 0.00% | +1,320 | New |
| Jump Financial, LLC | 1,285 | $380.2K | 0.01% | −7,325−85.1% | Reduced |
| XTX Topco Ltd | 1,276 | $377.5K | 0.03% | +161+14.4% | Added |
| Parallel Advisors, LLC | 1,239 | $366.6K | 0.01% | +30+2.5% | Added |
| ProShare Advisors LLC | 1,230 | $363.9K | 0.00% | −42−3.3% | Reduced |
| CIBC Asset Management Inc | 1,218 | $360.3K | 0.00% | +470+62.8% | Added |
| Raymond James Trust N.A. | 1,214 | $359.2K | 0.01% | −231−16.0% | Reduced |
| Ballentine Partners, LLC | 1,206 | $356.8K | 0.01% | −9−0.7% | Reduced |
| Diversify Advisory Services, LLC | 1,200 | $355.0K | 0.02% | −678−36.1% | Reduced |
| Fiduciary Trust Co | 1,192 | $352.7K | 0.01% | −100−7.7% | Reduced |
| Petrus Trust Company, LTA | 1,151 | $340.5K | 0.03% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 1,150 | $340.2K | 0.05% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 1,144 | $338.5K | 0.24% | −52−4.3% | Reduced |
| Park Avenue Securities LLC | 1,140 | $337.0K | 0.00% | −525−31.5% | Reduced |
| Heartland Bank & Trust Co | 1,130 | $334.3K | 0.19% | 00.0% | Unchanged |
| CWM, LLC | 1,120 | $331.0K | 0.00% | +13+1.2% | Added |
| Toroso Investments, LLC | 1,118 | $330.8K | 0.00% | −2,795−71.4% | Reduced |
| Dundas Partners LLP | 1,114 | $330.0K | 0.03% | +385+52.8% | Added |
| Baker Tilly Wealth Management, LLC | 1,084 | $320.7K | 0.13% | −2,877−72.6% | Reduced |
| Kestra Private Wealth Services, LLC | 1,069 | $316.3K | 0.01% | −348−24.6% | Reduced |
| Entropy Technologies, LP | 1,056 | $312.4K | 0.03% | −330−23.8% | Reduced |
| Mechanics Bank Trust Department | 1,047 | $309.8K | 0.04% | +1,047 | New |
| Shelton Capital Management | 1,038 | $307.1K | 0.01% | −62−5.6% | Reduced |
| Invesco, LLC | 1,025 | $303.2K | 0.13% | −13−1.3% | Reduced |
| Cottonwood Capital Advisors, LLC | 1,008 | $298.2K | 0.23% | +1,008 | New |
| Bard Financial Services, Inc. | 1,000 | $295.9K | 0.03% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 956 | $282.9K | 0.00% | −44−4.4% | Reduced |
| Bank of Stockton | 924 | $273.4K | 0.09% | −465−33.5% | Reduced |
| FORA Capital, LLC | 922 | $272.8K | 0.03% | +922 | New |
| Oppenheimer & Co Inc | 906 | $268.0K | 0.00% | +906 | New |
| Benjamin Edwards Inc | 895 | $265.0K | 0.05% | −572−39.0% | Reduced |
| Panagora Asset Management Inc | 868 | $256.8K | 0.00% | +68+8.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 860 | $254.3K | 0.00% | −280−24.6% | Reduced |
| HBK Sorce Advisory LLC | 854 | $252.7K | 0.01% | +3+0.4% | Added |
| Seven Eight Capital, LP | 854 | $252.7K | 0.03% | +854 | New |
| Vident Advisory, LLC | 834 | $246.8K | 0.01% | +834 | New |
| Susquehanna International Group, LLP | 826 | $244.4K | 0.00% | +826 | New |
| Dynamic Technology Lab Private Ltd | 817 | $242.0K | 0.03% | +817 | New |
| Spears Abacus Advisors LLC | 790 | $233.7K | 0.00% | −6−0.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 775 | $229.3K | 0.02% | +775 | New |
| QRG Capital Management, Inc. | 775 | $229.3K | 0.00% | +775 | New |
| Vestmark Advisory Solutions, Inc. | 771 | $228.1K | 0.01% | +771 | New |
| Stonegate Investment Group, LLC | 764 | $226.0K | 0.01% | +764 | New |
| Keybank National Association | 759 | $224.6K | 0.00% | +759 | New |
| Profund Advisors LLC | 757 | $224.0K | 0.01% | −275−26.6% | Reduced |
| Great Valley Advisor Group, Inc. | 754 | $223.1K | 0.01% | +51+7.3% | Added |
| Glenmede Trust Co NA | 731 | $216.3K | 0.00% | −9−1.2% | Reduced |
| MAI Capital Management | 705 | $208.6K | 0.00% | +705 | New |
| Advisor Group Holdings, Inc. | 685 | $202.7K | 0.00% | +177+34.8% | Added |
| Claret Asset Management Corp | 684 | $202.0K | 0.04% | −27−3.8% | Reduced |
| Quadrant Capital Group LLC | 630 | $186.4K | 0.01% | +37+6.2% | Added |
| KBC Group NV | 622 | $184.0K | 0.00% | +65+11.7% | Added |
| HM Payson & Co | 600 | $177.5K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 577 | $170.7K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 532 | $157.4K | 0.00% | −209−28.2% | Reduced |