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 |
|---|---|---|---|---|---|
| Headlands Technologies LLC | 522 | $154.4K | 0.02% | +308+143.9% | Added |
| Tower Research Capital LLC (TRC) | 441 | $130.5K | 0.00% | −1,159−72.4% | Reduced |
| Brown Brothers Harriman & Co | 412 | $121.9K | 0.00% | +287+229.6% | Added |
| Signaturefd, LLC | 404 | $119.4K | 0.00% | −14−3.3% | Reduced |
| Boit C F David | 400 | $118.3K | 0.06% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 400 | $118.0K | 0.01% | +400 | New |
| Cullen/Frost Bankers, Inc. | 375 | $110.9K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 364 | $107.7K | 0.00% | +130+55.6% | Added |
| Umb Bank N A | 357 | $105.6K | 0.00% | +10+2.9% | Added |
| Mizuho Bank, Ltd. | 350 | $103.5K | 0.02% | +350 | New |
| Bokf, NA | 345 | $102.1K | 0.00% | +20+6.2% | Added |
| Versant Capital Management, Inc | 245 | $72.5K | 0.02% | +44+21.9% | Added |
| CVA Family Office, LLC | 230 | $68.0K | 0.01% | +2+0.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 227 | $66.8K | 0.00% | +227 | New |
| Harbor Investment Advisory, LLC | 222 | $65.7K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 207 | $61.0K | 0.04% | +158+322.4% | Added |
| Nisa Investment Advisors, LLC | 196 | $58.0K | 0.00% | +54+38.0% | Added |
| GAMMA Investing LLC | 183 | $54.1K | 0.01% | +51+38.6% | Added |
| First Horizon Advisors, Inc. | 171 | $50.6K | 0.00% | −7−3.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 166 | $49.1K | 0.00% | −10−5.7% | Reduced |
| Whittier Trust Co | 165 | $48.8K | 0.00% | +14+9.3% | Added |
| Acadian Asset Management LLC | 146 | $43.0K | 0.00% | +62+73.8% | Added |
| Quent Capital, LLC | 141 | $41.7K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 120 | $37.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 124 | $37.0K | 0.00% | −786−86.4% | Reduced |
| Allworth Financial LP | 117 | $35.7K | 0.00% | +24+25.8% | Added |
| DT Investment Partners, LLC | 120 | $35.5K | 0.00% | +120 | New |
| Crewe Advisors LLC | 117 | $34.6K | 0.00% | +117 | New |
| Ronald Blue Trust, Inc. | 111 | $34.2K | 0.00% | +85+326.9% | Added |
| Proequities, Inc. | 105 | $31.1K | 0.00% | −65−38.2% | Reduced |
| Grove Bank & Trust | 100 | $29.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 94 | $28.0K | 0.00% | +72+327.3% | Added |
| Private Trust Co NA | 84 | $24.9K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 83 | $24.6K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 79 | $23.4K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 79 | $23.4K | 0.02% | +79 | New |
| GWM Advisors LLC | 77 | $22.9K | 0.00% | −14−15.4% | Reduced |
| Cedar Mountain Advisors, LLC | 76 | $22.6K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 76 | $22.5K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 75 | $22.2K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 72 | $21.3K | 0.00% | +72 | New |
| Capital Advisors, Ltd. LLC | 70 | $21.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 63 | $18.7K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 62 | $18.0K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 60 | $17.8K | 0.00% | +36+150.0% | Added |
| Tucker Asset Management LLC | 57 | $16.9K | 0.00% | +57 | New |
| Innealta Capital, LLC | 53 | $15.7K | 0.01% | +53 | New |
| Lindbrook Capital, LLC | 52 | $15.4K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 48 | $14.2K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 46 | $14.0K | 0.00% | −17−27.0% | Reduced |
| Jones Financial Companies LLLP | 43 | $12.7K | 0.00% | +5+13.2% | Added |
| Wolff Wiese Magana LLC | 38 | $11.2K | 0.01% | −1−2.6% | Reduced |
| Huntington National Bank | 36 | $10.7K | 0.00% | +36 | New |
| Frazier Financial Advisors, LLC | 31 | $9.17K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 31 | $9.17K | 0.00% | +1+3.3% | Added |
| Global Retirement Partners, LLC | 27 | $7.99K | 0.00% | +7+35.0% | Added |
| Triad Wealth Partners, LLC | 25 | $7.40K | 0.00% | +25 | New |
| JFS Wealth Advisors, LLC | 24 | $7.10K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 24 | $7.10K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 24 | $7.00K | 0.00% | +24 | New |
| LGT Financial Advisors LLC | 23 | $6.80K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 23 | $6.77K | 0.00% | +20+666.7% | Added |
| Webster Bank, N. A. | 22 | $6.51K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 20 | $6.10K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 19 | $6.04K | 0.00% | −4−17.4% | Reduced |
| Atlantic Private Wealth, LLC | 16 | $4.73K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 15 | $4.44K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 13 | $3.85K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 13 | $3.85K | 0.00% | +13 | New |
| Sachetta, LLC | 10 | $3.23K | 0.00% | −5−33.3% | Reduced |
| Quarry LP | 10 | $2.96K | 0.00% | −56−84.8% | Reduced |
| West Paces Advisors Inc. | 10 | $2.96K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 9 | $2.66K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 9 | $2.66K | 0.00% | +1+12.5% | Added |
| Farmers & Merchants Investments Inc | 8 | $2.37K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 8 | $2.37K | 0.00% | +5+166.7% | Added |
| DiNuzzo Private Wealth, Inc. | 7 | $2.07K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $1.78K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6 | $1.77K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 6 | $1.68K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 5 | $1.48K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 5 | $1.48K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 5 | $1.48K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $1.45K | 0.00% | +1+25.0% | Added |
| Point72 (DIFC) Ltd | 4 | $1.29K | 0.00% | +4 | New |
| Rakuten Securities, Inc. | 4 | $1.18K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4 | $1.18K | 0.00% | +4 | New |
| Albion Financial Group | 2 | $592 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2 | $592 | 0.00% | +2 | New |
| Quest Partners LLC | 1 | $296 | 0.00% | −1,144−99.9% | Reduced |
| Parkside Financial Bank & Trust | 1 | $296 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 0 | $126 | 0.00% | 0 | Unchanged |
| Simplex Trading, LLC | 3 | $0 | 0.00% | +3 | New |
| 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 |