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, Q3 2024
Institutional positions in Morningstar, Inc. as of Sep 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
- 412
- +26 vs. Q2 2024
- Shares held
- 25.9M
- +2.63M (+11.3%) vs. Q2 2024
- Total value
- $8.25B
- +$1.37B (+19.9%) vs. Q2 2024
- New holders
- 58
- 164 more added
- Sold out
- 32
- 105 more reduced
7 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Morningstar, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 2,752,013 | $878.2M | 0.02% | +13,840+0.5% | Added |
| BlackRock, Inc. | 2,576,859 | $822.3M | 0.02% | +2,576,859 | New |
| Morgan Stanley | 2,076,534 | $662.7M | 0.05% | +56,301+2.8% | Added |
| Select Equity Group, L.P. | 1,759,321 | $561.4M | 2.05% | −675,017−27.7% | Reduced |
| Bank of America Corp | 1,556,588 | $496.7M | 0.04% | +29,998+2.0% | Added |
| Bamco Inc | 1,305,588 | $416.6M | 1.11% | −1,349−0.1% | Reduced |
| Massachusetts Financial Services Co | 1,201,708 | $383.5M | 0.11% | +102,206+9.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,043,082 | $332.9M | 0.73% | −86,022−7.6% | Reduced |
| Wellington Management Group LLP | 950,512 | $303.3M | 0.05% | +5,158+0.5% | Added |
| State Street Corp | 804,293 | $256.7M | 0.01% | +28,698+3.7% | Added |
| Wasatch Advisors Inc | 696,023 | $222.1M | 1.09% | +85,098+13.9% | Added |
| Price T Rowe Associates Inc | 685,192 | $218.7M | 0.03% | +452+0.1% | Added |
| Geode Capital Management, LLC | 497,411 | $158.8M | 0.01% | +10,437+2.1% | Added |
| Millennium Management LLC | 495,106 | $158.0M | 0.14% | +174,920+54.6% | Added |
| FMR LLC | 400,520 | $127.8M | 0.01% | +39,263+10.9% | Added |
| Liontrust Investment Partners LLP | 402,775 | $119.2M | 1.69% | 00.0% | Unchanged |
| Norges Bank | 325,522 | $103.9M | 0.01% | +1,077+0.3% | Added |
| Dimensional Fund Advisors LP | 291,859 | $93.1M | 0.02% | +19,784+7.3% | Added |
| Bank of New York Mellon Corp | 282,862 | $90.3M | 0.02% | −45,040−13.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 273,398 | $87.2M | 0.14% | −9,136−3.2% | Reduced |
| Goldman Sachs Group Inc | 215,655 | $68.8M | 0.01% | +45,059+26.4% | Added |
| Amundi | 192,776 | $64.6M | 0.02% | +761+0.4% | Added |
| JPMorgan Chase & Co | 202,140 | $64.5M | 0.01% | −41,877−17.2% | Reduced |
| Northern Trust Corp | 194,016 | $61.9M | 0.01% | −270−0.1% | Reduced |
| Charles Schwab Investment Management Inc | 191,765 | $61.2M | 0.01% | +5,045+2.7% | Added |
| Royce & Associates LP | 191,290 | $61.0M | 0.55% | −2,271−1.2% | Reduced |
| Renaissance Technologies LLC | 183,470 | $58.5M | 0.09% | +6,600+3.7% | Added |
| M&G Plc | 182,808 | $58.3M | 0.30% | +9,703+5.6% | Added |
| American Capital Management Inc | 144,231 | $46.0M | 1.51% | −592−0.4% | Reduced |
| SEI Investments Co | 135,055 | $43.1M | 0.06% | +7,039+5.5% | Added |
| Citadel Advisors LLC | 118,070 | $37.7M | 0.04% | +32,160+37.4% | Added |
| Invesco Ltd. | 117,140 | $37.4M | 0.01% | +72,170+160.5% | Added |
| Copeland Capital Management, LLC | 107,032 | $34.2M | 0.59% | +2,064+2.0% | Added |
| Praesidium Investment Management Company, LLC | 98,766 | $31.5M | 5.29% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 88,679 | $28.3M | 0.01% | +6,205+7.5% | Added |
| Wells Fargo & Company | 88,576 | $28.3M | 0.01% | −1,252−1.4% | Reduced |
| DF Dent & Co Inc | 88,378 | $28.2M | 0.34% | +33,595+61.3% | Added |
| Principal Financial Group Inc | 84,845 | $27.1M | 0.01% | −25,095−22.8% | Reduced |
| Rhumbline Advisers | 77,233 | $24.6M | 0.02% | +1,484+2.0% | Added |
| Envestnet Asset Management Inc | 76,996 | $24.6M | 0.01% | +3,999+5.5% | Added |
| Nuveen Asset Management, LLC | 71,494 | $22.8M | 0.01% | −430−0.6% | Reduced |
| Parnassus Investments | 71,034 | $22.7M | 0.05% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 64,432 | $20.6M | 0.27% | −543−0.8% | Reduced |
| Boston Financial Mangement LLC | 61,625 | $19.7M | 0.59% | +61,625 | New |
| Chicago Capital, LLC | 58,196 | $18.6M | 0.52% | −246−0.4% | Reduced |
| Nordea Investment Management AB | 55,542 | $17.6M | 0.02% | −2,932−5.0% | Reduced |
| Swiss National Bank | 54,200 | $17.3M | 0.01% | −500−0.9% | Reduced |
| California Public Employees Retirement System | 48,065 | $15.3M | 0.01% | −1,303−2.6% | Reduced |
| Legal & General Group Plc | 46,132 | $14.7M | 0.00% | +2,520+5.8% | Added |
| Ci Investments Inc. | 42,546 | $13.6M | 0.05% | −3,063−6.7% | Reduced |
| TownSquare Capital, LLC | 41,959 | $13.4M | 0.16% | −457−1.1% | Reduced |
| Congress Asset Management Co | 41,627 | $13.3M | 0.09% | +6,011+16.9% | Added |
| Cubist Systematic Strategies, LLC | 41,423 | $13.2M | 0.20% | +39,817+2,479.3% | Added |
| Scout Investments, Inc. | 38,863 | $13.2M | 0.35% | −4,030−9.4% | Reduced |
| Asset Management One Co.,Ltd. | 36,749 | $11.7M | 0.04% | +1,089+3.1% | Added |
| Segall Bryant & Hamill, LLC | 33,905 | $10.8M | 0.15% | +564+1.7% | Added |
| Barlow Wealth Partners, Inc. | 34,144 | $10.7M | 1.40% | +641+1.9% | Added |
| Alliancebernstein L.P. | 33,001 | $10.5M | 0.00% | −2,475−7.0% | Reduced |
| Retirement Systems of Alabama | 32,785 | $10.5M | 0.04% | +603+1.9% | Added |
| Corebridge Financial, Inc. | 32,228 | $10.3M | 0.05% | −1,085−3.3% | Reduced |
| Qube Research & Technologies Ltd | 32,073 | $10.2M | 0.02% | +17,905+126.4% | Added |
| Ameriprise Financial Inc | 32,051 | $10.2M | 0.00% | +2,340+7.9% | Added |
| Bank of Nova Scotia | 31,926 | $10.2M | 0.02% | +6,991+28.0% | Added |
| Natixis | 31,902 | $10.2M | 0.06% | +2,902+10.0% | Added |
| First Trust Advisors LP | 28,205 | $9.00M | 0.01% | −5,583−16.5% | Reduced |
| Canada Pension Plan Investment Board | 27,958 | $8.92M | 0.01% | +13,000+86.9% | Added |
| National Bank of Canada | 27,113 | $8.65M | 0.01% | +13,005+92.2% | Added |
| Arrowstreet Capital, Limited Partnership | 26,690 | $8.52M | 0.01% | +11,457+75.2% | Added |
| Kornitzer Capital Management Inc | 26,324 | $8.40M | 0.16% | +40+0.2% | Added |
| Nicholas Company, Inc. | 26,310 | $8.40M | 0.14% | 00.0% | Unchanged |
| California State Teachers Retirement System | 26,217 | $8.37M | 0.01% | −823−3.0% | Reduced |
| Algert Global LLC | 25,509 | $8.14M | 0.22% | +5,220+25.7% | Added |
| Marks Group Wealth Management, Inc | 25,090 | $8.01M | 0.76% | +423+1.7% | Added |
| MUFG Securities EMEA plc | 25,000 | $7.98M | 0.33% | +25,000 | New |
| State Board of Administration of Florida Retirement System | 24,883 | $7.94M | 0.02% | 00.0% | Unchanged |
| Motley Fool Wealth Management, LLC | 24,465 | $7.81M | 0.39% | −343−1.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 22,931 | $7.32M | 0.02% | +16,931+282.2% | Added |
| Manufacturers Life Insurance Company, The | 22,886 | $7.30M | 0.01% | −232−1.0% | Reduced |
| Great West Life Assurance Co | 22,674 | $7.23M | 0.01% | +2,179+10.6% | Added |
| Fisher Asset Management, LLC | 21,342 | $6.81M | 0.00% | +1,334+6.7% | Added |
| Russell Investments Group, Ltd. | 20,663 | $6.59M | 0.01% | −1,425−6.5% | Reduced |
| Capitolis Liquid Global Markets LLC | 19,000 | $6.06M | 0.06% | 00.0% | Unchanged |
| Stifel Financial Corp | 18,349 | $5.86M | 0.01% | −421−2.2% | Reduced |
| Ensign Peak Advisors, Inc | 18,255 | $5.83M | 0.01% | +580+3.3% | Added |
| UBS Group AG | 17,764 | $5.67M | 0.00% | +6,596+59.1% | Added |
| Barclays PLC | 16,563 | $5.29M | 0.00% | +2,751+19.9% | Added |
| HighTower Advisors, LLC | 15,966 | $5.11M | 0.01% | −176−1.1% | Reduced |
| Victory Capital Management Inc | 15,843 | $5.06M | 0.00% | +1,789+12.7% | Added |
| New York State Common Retirement Fund | 15,475 | $4.94M | 0.01% | −2,376−13.3% | Reduced |
| Southeast Asset Advisors Inc. | 15,368 | $4.90M | 0.54% | −5,016−24.6% | Reduced |
| State of Alaska, Department of Revenue | 15,202 | $4.85M | 0.05% | +315+2.1% | Added |
| MetLife Investment Management | 15,159 | $4.84M | 0.03% | +179+1.2% | Added |
| Daiwa Securities Group Inc. | 15,115 | $4.82M | 0.02% | −1,350−8.2% | Reduced |
| Neuberger Berman Group LLC | 14,816 | $4.73M | 0.00% | −396−2.6% | Reduced |
| Mutual of America Capital Management LLC | 14,584 | $4.65M | 0.05% | −347−2.3% | Reduced |
| Motley Fool Asset Management LLC | 14,434 | $4.57M | 0.27% | +237+1.7% | Added |
| Thrivent Financial for Lutherans | 13,879 | $4.43M | 0.01% | +7,579+120.3% | Added |
| Trexquant Investment LP | 13,841 | $4.42M | 0.06% | +6,110+79.0% | Added |
| Quantbot Technologies LP | 13,769 | $4.39M | 0.17% | +9,937+259.3% | Added |
| Royal Bank of Canada | 13,646 | $4.36M | 0.00% | +10,127+287.8% | Added |