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 |
|---|---|---|---|---|---|
| Dynamic Technology Lab Private Ltd | 675 | $215.0K | 0.02% | −142−17.4% | Reduced |
| Fonville Wealth Management LLC | 676 | $215.7K | 0.07% | +676 | New |
| Raymond James Financial Services Advisors, Inc. | 678 | $216.5K | 0.00% | −1,694−71.4% | Reduced |
| Claret Asset Management Corp | 688 | $220.0K | 0.04% | +4+0.6% | Added |
| KBC Group NV | 689 | $220.0K | 0.00% | +67+10.8% | Added |
| Baker Tilly Wealth Management, LLC | 697 | $222.4K | 0.10% | −387−35.7% | Reduced |
| Petrus Trust Company, LTA | 703 | $224.3K | 0.02% | −448−38.9% | Reduced |
| Keybank National Association | 708 | $225.9K | 0.00% | −51−6.7% | Reduced |
| Tower Research Capital LLC (TRC) | 710 | $226.6K | 0.01% | +269+61.0% | Added |
| Marshall Wace, LLP | 718 | $229.1K | 0.00% | +718 | New |
| Harvest Fund Management Co., Ltd | 735 | $234.0K | 0.01% | +611+492.7% | Added |
| Bank of Stockton | 760 | $242.5K | 0.07% | −164−17.7% | Reduced |
| Stonegate Investment Group, LLC | 764 | $243.8K | 0.01% | 00.0% | Unchanged |
| Associated Banc-Corp | 765 | $244.1K | 0.01% | +765 | New |
| Profund Advisors LLC | 779 | $248.6K | 0.01% | +22+2.9% | Added |
| Fifth Third Wealth Advisors LLC | 781 | $249.2K | 0.02% | +6+0.8% | Added |
| Spears Abacus Advisors LLC | 790 | $252.1K | 0.00% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 803 | $256.3K | 0.01% | −51−6.0% | Reduced |
| Summit Trail Advisors, LLC | 810 | $258.5K | 0.01% | +810 | New |
| Oppenheimer & Co Inc | 829 | $264.6K | 0.00% | −77−8.5% | Reduced |
| QRG Capital Management, Inc. | 832 | $265.5K | 0.00% | +57+7.4% | Added |
| Shell Asset Management Co | 839 | $268.0K | 0.01% | +839 | New |
| Leonteq Securities AG | 844 | $269.3K | 0.03% | +844 | New |
| Dundas Partners LLP | 899 | $286.9K | 0.02% | −215−19.3% | Reduced |
| Cannon Global Investment Management, LLC | 900 | $287.2K | 0.69% | +900 | New |
| Boothbay Fund Management, LLC | 914 | $291.7K | 0.01% | +914 | New |
| Angeles Wealth Management, LLC | 925 | $295.2K | 0.03% | +925 | New |
| Walleye Capital LLC | 944 | $301.2K | 0.00% | +944 | New |
| HSBC Holdings PLC | 953 | $303.8K | 0.00% | −1,589−62.5% | Reduced |
| Invesco, LLC | 1,000 | $319.1K | 0.13% | −25−2.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,004 | $320.3K | 0.00% | +144+16.7% | Added |
| Cottonwood Capital Advisors, LLC | 1,008 | $321.7K | 0.24% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 1,035 | $330.0K | 0.00% | −105−9.2% | Reduced |
| Shelton Capital Management | 1,038 | $331.2K | 0.01% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 1,042 | $332.5K | 0.13% | +1,042 | New |
| Mechanics Bank Trust Department | 1,047 | $334.1K | 0.04% | 00.0% | Unchanged |
| Dearborn Partners LLC | 1,058 | $337.6K | 0.01% | +1,058 | New |
| Wallace Advisory Group, LLC | 1,144 | $338.5K | 0.25% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 1,114 | $355.5K | 0.00% | +246+28.3% | Added |
| CWM, LLC | 1,121 | $358.0K | 0.00% | +1+0.1% | Added |
| Heartland Bank & Trust Co | 1,130 | $360.6K | 0.19% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 1,143 | $364.8K | 0.01% | +74+6.9% | Added |
| Raymond James Trust N.A. | 1,144 | $365.1K | 0.01% | −70−5.8% | Reduced |
| Capital Investment Counsel, Inc | 1,150 | $367.0K | 0.05% | 00.0% | Unchanged |
| ProShare Advisors LLC | 1,176 | $375.3K | 0.00% | −54−4.4% | Reduced |
| Fiduciary Trust Co | 1,192 | $380.4K | 0.01% | 00.0% | Unchanged |
| Toroso Investments, LLC | 1,208 | $385.5K | 0.00% | +90+8.1% | Added |
| Diversify Advisory Services, LLC | 1,139 | $391.2K | 0.02% | −61−5.1% | Reduced |
| Ballentine Partners, LLC | 1,235 | $394.1K | 0.01% | +29+2.4% | Added |
| Sherbrooke Park Advisers LLC | 1,247 | $397.9K | 0.09% | +1,247 | New |
| Wiley Bros.-Aintree Capital, LLC | 1,248 | $398.4K | 0.01% | +1,248 | New |
| CIBC Asset Management Inc | 1,259 | $401.8K | 0.00% | +41+3.4% | Added |
| Mercer Global Advisors Inc | 1,273 | $403.0K | 0.00% | +317+33.2% | Added |
| Parallel Advisors, LLC | 1,275 | $406.9K | 0.01% | +36+2.9% | Added |
| Nebula Research & Development LLC | 1,327 | $423.5K | 0.05% | +1,327 | New |
| The PNC Financial Services Group, Inc. | 1,336 | $426.3K | 0.00% | −41−3.0% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 1,352 | $431.4K | 0.03% | −92−6.4% | Reduced |
| Cadent Capital Advisors, LLC | 1,396 | $445.5K | 0.15% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 1,288 | $445.9K | 0.00% | −562−30.4% | Reduced |
| Verition Fund Management LLC | 1,416 | $451.9K | 0.00% | +1,416 | New |
| Commonwealth Equity Services, LLC | 1,428 | $456.0K | 0.00% | −21−1.4% | Reduced |
| Oak Thistle LLC | 1,450 | $462.7K | 0.15% | +1,450 | New |
| Wealth Enhancement Advisory Services, LLC | 1,452 | $463.2K | 0.00% | −3−0.2% | Reduced |
| Fox Run Management, L.L.C. | 1,465 | $467.5K | 0.10% | −216−12.8% | Reduced |
| Connable Office Inc | 1,470 | $469.1K | 0.05% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 1,524 | $486.4K | 0.01% | +770+102.1% | Added |
| Maryland State Retirement & Pension System | 1,525 | $486.7K | 0.01% | −389−20.3% | Reduced |
| Mariner, LLC | 1,540 | $491.2K | 0.00% | +172+12.6% | Added |
| Benjamin Edwards Inc | 1,562 | $498.5K | 0.01% | +667+74.5% | Added |
| Headlands Technologies LLC | 1,580 | $504.2K | 0.06% | +1,058+202.7% | Added |
| Franklin Resources Inc | 1,483 | $507.8K | 0.00% | −454−23.4% | Reduced |
| Welch & Forbes LLC | 1,734 | $553.4K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 1,756 | $560.4K | 0.00% | −66−3.6% | Reduced |
| Virtu Financial LLC | 1,771 | $565.0K | 0.03% | +1,771 | New |
| Spectrum Asset Management, Inc. (NB/CA) | 1,805 | $576.0K | 0.24% | +2+0.1% | Added |
| Equitable Trust Co | 1,871 | $597.1K | 0.04% | 00.0% | Unchanged |
| Cetera Investment Advisers | 1,923 | $613.7K | 0.00% | +267+16.1% | Added |
| Procyon Private Wealth Partners, LLC | 1,967 | $627.8K | 0.04% | −38−1.9% | Reduced |
| SG Americas Securities, LLC | 2,034 | $649.0K | 0.00% | +117+6.1% | Added |
| Securian Asset Management, Inc | 2,080 | $663.8K | 0.02% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 2,128 | $679.1K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,162 | $690.0K | 0.00% | +1,477+215.6% | Added |
| Ethic Inc. | 2,325 | $717.0K | 0.02% | −57−2.4% | Reduced |
| Planning Alternatives Ltd | 2,254 | $719.3K | 0.11% | +49+2.2% | Added |
| Crossmark Global Holdings, Inc. | 2,258 | $720.0K | 0.01% | +531+30.7% | Added |
| Seeds Investor LLC | 2,270 | $724.3K | 0.27% | −61−2.6% | Reduced |
| Federated Hermes, Inc. | 2,293 | $731.7K | 0.00% | +33+1.5% | Added |
| XTX Topco Ltd | 2,299 | $733.7K | 0.05% | +1,023+80.2% | Added |
| Two Sigma Advisers, LP | 2,300 | $734.0K | 0.00% | −1,200−34.3% | Reduced |
| Jefferies Financial Group Inc. | 2,317 | $739.4K | 0.01% | +817+54.5% | Added |
| Cresset Asset Management, LLC | 2,330 | $743.5K | 0.00% | +684+41.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,368 | $752.4K | 0.01% | −1,040−30.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 2,366 | $755.0K | 0.01% | +2,366 | New |
| Exchange Traded Concepts, LLC | 2,393 | $763.7K | 0.02% | +278+13.1% | Added |
| Diversify Wealth Management, LLC | 2,245 | $767.4K | 0.07% | +143+6.8% | Added |
| Dempze Nancy E | 2,494 | $795.9K | 0.44% | +2,494 | New |
| Precision Wealth Strategies, LLC | 2,499 | $797.5K | 0.74% | +63+2.6% | Added |
| Gibbs Wealth Management | 2,500 | $797.8K | 0.26% | +251+11.2% | Added |
| Williams Jones Wealth Management, LLC. | 2,600 | $829.7K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 2,713 | $865.8K | 0.00% | −221−7.5% | Reduced |