Morningstar, Inc.

MORN

Exchange: Nasdaq
Industry: Investment Advice
SEC CIK: 0001289419

SEC filings (opens in a new tab)

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.

Q3 2024 vs. Q2 2024

How the institutions holding Morningstar, Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024 All holders in Q2 2024

13F holders of MORN: Q2 2024 compared with Q3 2024
Measure	Q2 2024	Of which not filed for Q3 2024	Q3 2024	Change
Holders	393	7	412	+26
Shares	25.8M	2.55M	25.9M	+2.63M (+11.3%)
Value	$7.63B	$754.0M	$8.25B	+$1.37B (+19.9%)

7 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (58)

Institutions that held Morningstar, Inc. at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to MORN in Q3 2024
Institution	Shares	Value	% of portfolio
BlackRock, Inc.	2,576,859	$822.3M	0.02%
Boston Financial Mangement LLC	61,625	$19.7M	0.59%
MUFG Securities EMEA plc	25,000	$7.98M	0.33%
B. Metzler seel. Sohn & Co. Holding AG	9,968	$3.18M	0.03%
Campbell & CO Investment Adviser LLC	8,867	$2.83M	0.21%
Globeflex Capital L P	8,835	$2.82M	0.27%
Intech Investment Management LLC	7,773	$2.48M	0.03%
Oddo BHF Asset Management SAS	6,212	$1.98M	0.10%
Pinebridge Investments, L.P.	5,087	$1.62M	0.01%
Holocene Advisors, LP	5,035	$1.61M	0.01%
Colony Group, LLC	4,897	$1.56M	0.01%
TrimTabs Asset Management, LLC	4,849	$1.55M	0.36%
Consolidated Press International Holdings Ltd	4,100	$1.31M	0.20%
Aquatic Capital Management LLC	3,480	$1.11M	0.03%
First Hawaiian Bank	3,196	$1.02M	0.03%
Danske Bank A/S	3,100	$989.3K	0.00%
Dempze Nancy E	2,494	$795.9K	0.44%
Schonfeld Strategic Advisors LLC	2,366	$755.0K	0.01%
Virtu Financial LLC	1,771	$565.0K	0.03%
Oak Thistle LLC	1,450	$462.7K	0.15%
Verition Fund Management LLC	1,416	$451.9K	0.00%
Nebula Research & Development LLC	1,327	$423.5K	0.05%
Wiley Bros.-Aintree Capital, LLC	1,248	$398.4K	0.01%
Sherbrooke Park Advisers LLC	1,247	$397.9K	0.09%
Dearborn Partners LLC	1,058	$337.6K	0.01%
Machina Capital S.A.S.	1,042	$332.5K	0.13%
Walleye Capital LLC	944	$301.2K	0.00%
Angeles Wealth Management, LLC	925	$295.2K	0.03%
Boothbay Fund Management, LLC	914	$291.7K	0.01%
Cannon Global Investment Management, LLC	900	$287.2K	0.69%
Leonteq Securities AG	844	$269.3K	0.03%
Shell Asset Management Co	839	$268.0K	0.01%
Summit Trail Advisors, LLC	810	$258.5K	0.01%
Associated Banc-Corp	765	$244.1K	0.01%
Marshall Wace, LLP	718	$229.1K	0.00%
Fonville Wealth Management LLC	676	$215.7K	0.07%
Meiji Yasuda Asset Management Co Ltd.	664	$211.9K	0.01%
Cyndeo Wealth Partners, LLC	636	$203.0K	0.01%
Schechter Investment Advisors, LLC	629	$200.7K	0.01%
Sterling Capital Management LLC	485	$154.8K	0.00%
Meeder Asset Management Inc	331	$105.6K	0.01%
Aster Capital Management (DIFC) Ltd	256	$81.7K	0.02%
Point72 Hong Kong Ltd	181	$57.9K	0.00%
Elequin Capital LP	93	$29.7K	0.00%
V-Square Quantitative Management LLC	93	$29.7K	0.00%
Geneos Wealth Management Inc.	53	$16.9K	0.00%
GeoWealth Management, LLC	44	$14.0K	0.00%
Skopos Labs, Inc.	25	$7.98K	0.00%
Hemington Wealth Management	12	$3.00K	0.00%
Capital Performance Advisors LLP	9	$2.87K	0.00%
Financial Gravity Companies, Inc.	8	$2.55K	0.00%
TD Private Client Wealth LLC	7	$2.23K	0.00%
Reuter James Wealth Management, LLC	6	$1.92K	0.00%
Whittier Trust Co of Nevada Inc	5	$1.59K	0.00%
Ashton Thomas Securities, LLC	4	$1.28K	0.00%
First Personal Financial Services	1	$320	0.00%
TFC Financial Management	1	$320	0.00%
Claris Advisors, LLC	1	$319	0.00%

Sold out (32)

Institutions that held Morningstar, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of MORN in Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
Cramer Rosenthal McGlynn LLC	79,646	$23.6M
NewEdge Wealth, LLC	38,203	$11.3M
Assenagon Asset Management S.A.	31,658	$9.37M
Balyasny Asset Management LLC	23,024	$6.81M
1832 Asset Management L.P.	13,900	$4.11M
STRS Ohio	4,602	$1.36M
BCGM Wealth Management, LLC	4,460	$1.32M
Versor Investments LP	3,500	$1.04M
Central Pacific Bank - Trust Division	3,196	$945.5K
ExodusPoint Capital Management, LP	2,410	$713.0K
Baird Financial Group, Inc.	1,510	$446.7K
Capula Management Ltd	1,428	$422.5K
Bard Financial Services, Inc.	1,000	$295.9K
FORA Capital, LLC	922	$272.8K
Seven Eight Capital, LP	854	$252.7K
Vident Advisory, LLC	834	$246.8K
Vestmark Advisory Solutions, Inc.	771	$228.1K
Glenmede Trust Co NA	731	$216.3K
MAI Capital Management	705	$208.6K
Boit C F David	400	$118.3K
Mizuho Bank, Ltd.	350	$103.5K
Pinnacle Financial Partners Inc	120	$37.0K
Crewe Advisors LLC	117	$34.6K
Grove Bank & Trust	100	$29.6K
Innealta Capital, LLC	53	$15.7K
Triad Wealth Partners, LLC	25	$7.40K
Migdal Insurance & Financial Holdings Ltd.	24	$7.00K
Ashton Thomas Private Wealth, LLC	13	$3.85K
Point72 (DIFC) Ltd	4	$1.29K
Rakuten Securities, Inc.	4	$1.18K
AdvisorNet Financial, Inc	2	$592
Simplex Trading, LLC	3	$0

Not filed for Q3 2024 yet (7)

Institutions that held Morningstar, Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MORN in Q2 2024 that haven't filed for Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
BlackRock Inc.	2,536,665	$750.5M
Ofi Invest Asset Management	5,700	$1.57M
Buckingham Strategic Wealth, LLC	5,022	$1.49M
Susquehanna Fundamental Investments, LLC	1,573	$465.4K
Bradley & Co. Private Wealth Management, LLC	83	$24.6K
JJJ Advisors Inc.	48	$14.2K
Benjamin F. Edwards & Company, Inc.	46	$14.0K