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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.

Institutional holdersQ3 2024: 412 institutions
Q1 2021: 309 institutionsQ2 2021: 295 institutionsQ3 2021: 318 institutionsQ4 2021: 341 institutionsQ1 2022: 336 institutionsQ2 2022: 325 institutionsQ3 2022: 311 institutionsQ4 2022: 318 institutionsQ1 2023: 302 institutionsQ2 2023: 294 institutionsQ3 2023: 325 institutionsQ4 2023: 353 institutionsQ1 2024: 385 institutionsQ2 2024: 393 institutionsQ3 2024: 412 institutionsQ4 2024: 451 institutionsQ1 2025: 464 institutionsQ2 2025: 481 institutionsQ3 2025: 452 institutionsQ4 2025: 475 institutionsQ1 2026: 447 institutionsQ2 2026: 420 institutions
Value heldQ3 2024: $8.25B
Q1 2021: $4.83BQ2 2021: $5.62BQ3 2021: $5.83BQ4 2021: $7.92BQ1 2022: $6.41BQ2 2022: $5.67BQ3 2022: $4.99BQ4 2022: $5.14BQ1 2023: $4.85BQ2 2023: $4.79BQ3 2023: $6.17BQ4 2023: $7.22BQ1 2024: $7.92BQ2 2024: $7.63BQ3 2024: $8.25BQ4 2024: $8.67BQ1 2025: $7.57BQ2 2025: $8.05BQ3 2025: $5.78BQ4 2025: $5.27BQ1 2026: $3.99BQ2 2026: $3.79B
Institutions holding MORN and their total value by quarter
QuarterHoldersValue
Q2 2026420$3.79B
Q1 2026447$3.99B
Q4 2025475$5.27B
Q3 2025452$5.78B
Q2 2025481$8.05B
Q1 2025464$7.57B
Q4 2024451$8.67B
Q3 2024412$8.25B
Q2 2024393$7.63B
Q1 2024385$7.92B
Q4 2023353$7.22B
Q3 2023325$6.17B
Q2 2023294$4.79B
Q1 2023302$4.85B
Q4 2022318$5.14B
Q3 2022311$4.99B
Q2 2022325$5.67B
Q1 2022336$6.41B
Q4 2021341$7.92B
Q3 2021318$5.83B
Q2 2021295$5.62B
Q1 2021309$4.83B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Morningstar, Inc.; share changes are against Q2 2024.

Institutions holding MORN in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Activest Wealth Management0$1360.00%0Unchanged
Claris Advisors, LLC1$3190.00%+1New
Parkside Financial Bank & Trust1$3200.00%00.0%Unchanged
First Personal Financial Services1$3200.00%+1New
TFC Financial Management1$3200.00%+1New
Albion Financial Group2$6390.00%00.0%Unchanged
Caitlin John, LLC2$6920.00%−4,329−100.0%Reduced
Ashton Thomas Securities, LLC4$1.28K0.00%+4New
Carolinas Wealth Consulting LLC5$1.56K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc5$1.59K0.00%+5New
Manchester Capital Management LLC5$1.60K0.00%00.0%Unchanged
JNBA Financial Advisors5$1.60K0.00%00.0%Unchanged
WealthCollab, LLC5$1.60K0.00%00.0%Unchanged
Montag A & Associates Inc6$1.81K0.00%00.0%Unchanged
SJS Investment Consulting Inc.6$1.92K0.00%00.0%Unchanged
Harbour Investments, Inc.6$1.92K0.00%00.0%Unchanged
Reuter James Wealth Management, LLC6$1.92K0.00%+6New
DiNuzzo Private Wealth, Inc.7$2.23K0.00%00.0%Unchanged
TD Private Client Wealth LLC7$2.23K0.00%+7New
Farmers & Merchants Investments Inc8$2.55K0.00%00.0%Unchanged
Financial Gravity Companies, Inc.8$2.55K0.00%+8New
Tortoise Investment Management, LLC9$2.87K0.00%00.0%Unchanged
Capital Performance Advisors LLP9$2.87K0.00%+9New
Hemington Wealth Management12$3.00K0.00%+12New
West Paces Advisors Inc.10$3.19K0.00%00.0%Unchanged
Sachetta, LLC10$3.19K0.00%00.0%Unchanged
Asset Dedication, LLC13$4.15K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.15$4.79K0.00%00.0%Unchanged
Atlantic Private Wealth, LLC16$5.11K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC19$6.06K0.00%00.0%Unchanged
Massmutual Trust Co FSB19$6.06K0.00%+10+111.1%Added
Webster Bank, N. A.22$7.02K0.00%00.0%Unchanged
Kiely Wealth Advisory Group, Inc.20$7.03K0.00%00.0%Unchanged
LGT Financial Advisors LLC23$7.34K0.02%00.0%Unchanged
Northwestern Mutual Wealth Management Co23$7.34K0.00%+19+475.0%Added
FinTrust Capital Advisors, LLC24$7.66K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.24$7.66K0.00%+16+200.0%Added
JFS Wealth Advisors, LLC25$7.98K0.00%+1+4.2%Added
Skopos Labs, Inc.25$7.98K0.00%+25New
IFP Advisors, Inc27$8.62K0.00%−4−12.9%Reduced
Global Retirement Partners, LLC27$8.62K0.00%00.0%Unchanged
Smartleaf Asset Management LLC28$8.88K0.00%+5+21.7%Added
Frazier Financial Advisors, LLC31$9.89K0.01%00.0%Unchanged
Wolff Wiese Magana LLC38$12.1K0.01%00.0%Unchanged
GeoWealth Management, LLC44$14.0K0.00%+44New
Quarry LP52$16.6K0.01%+42+420.0%Added
Geneos Wealth Management Inc.53$16.9K0.00%+53New
Tucker Asset Management LLC57$18.2K0.00%00.0%Unchanged
Jones Financial Companies LLLP61$19.4K0.00%+18+41.9%Added
Acadian Asset Management LLC63$20.0K0.00%−83−56.8%Reduced
Centerpoint Advisors, LLC62$20.0K0.01%00.0%Unchanged
Capital Advisors, Ltd. LLC70$22.0K0.00%00.0%Unchanged
Huntington National Bank69$22.0K0.00%+33+91.7%Added
Clearstead Advisors, LLC72$23.0K0.00%00.0%Unchanged
Central Trust Co75$23.9K0.00%00.0%Unchanged
Rise Advisors, LLC76$24.3K0.01%00.0%Unchanged
Cedar Mountain Advisors, LLC76$24.4K0.01%00.0%Unchanged
GWM Advisors LLC77$24.7K0.00%00.0%Unchanged
Lindbrook Capital, LLC79$25.2K0.00%+27+51.9%Added
Bell Investment Advisors, Inc79$25.2K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC81$25.8K0.02%+2+2.5%Added
Creative Financial Designs Inc83$26.5K0.00%+20+31.7%Added
Private Trust Co NA84$26.8K0.00%00.0%Unchanged
Elequin Capital LP93$29.7K0.00%+93New
V-Square Quantitative Management LLC93$29.7K0.00%+93New
Allworth Financial LP106$33.8K0.00%−11−9.4%Reduced
Proequities, Inc.111$35.4K0.00%+6+5.7%Added
DT Investment Partners, LLC120$38.3K0.00%00.0%Unchanged
Venturi Wealth Management, LLC121$38.6K0.00%+61+101.7%Added
Quent Capital, LLC141$45.0K0.00%00.0%Unchanged
Whittier Trust Co165$52.7K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC166$53.0K0.00%00.0%Unchanged
First Horizon Advisors, Inc.171$54.7K0.00%00.0%Unchanged
Mirae Asset Global ETFs Holdings Ltd.173$54.9K0.00%−54−23.8%Reduced
Point72 Hong Kong Ltd181$57.9K0.00%+181New
Farther Finance Advisors, LLC182$58.1K0.00%+88+93.6%Added
Nisa Investment Advisors, LLC184$58.7K0.00%−12−6.1%Reduced
CVA Family Office, LLC230$73.4K0.01%00.0%Unchanged
Ronald Blue Trust, Inc.250$74.0K0.00%+139+125.2%Added
Versant Capital Management, Inc246$78.5K0.02%+1+0.4%Added
Aster Capital Management (DIFC) Ltd256$81.7K0.02%+256New
Harbor Investment Advisory, LLC283$90.3K0.01%+61+27.5%Added
GAMMA Investing LLC313$99.9K0.01%+130+71.0%Added
Meeder Asset Management Inc331$105.6K0.01%+331New
Bokf, NA345$109.4K0.00%00.0%Unchanged
Covestor Ltd363$116.0K0.07%+156+75.4%Added
Cullen/Frost Bankers, Inc.375$119.7K0.00%00.0%Unchanged
Signaturefd, LLC396$126.2K0.00%−8−2.0%Reduced
Beach Investment Counsel Inc400$128.0K0.02%00.0%Unchanged
Umb Bank N A413$131.8K0.00%+56+15.7%Added
Brown Brothers Harriman & Co423$135.0K0.00%+11+2.7%Added
Fifth Third Bancorp472$150.6K0.00%+108+29.7%Added
Sterling Capital Management LLC485$154.8K0.00%+485New
North Star Investment Management Corp.577$184.1K0.01%00.0%Unchanged
HM Payson & Co600$191.5K0.00%00.0%Unchanged
Principal Securities, Inc.625$199.4K0.00%+93+17.5%Added
Schechter Investment Advisors, LLC629$200.7K0.01%+629New
Cyndeo Wealth Partners, LLC636$203.0K0.01%+636New
Quadrant Capital Group LLC636$203.0K0.01%+6+1.0%Added
Meiji Yasuda Asset Management Co Ltd.664$211.9K0.01%+664New