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 |
|---|---|---|---|---|---|
| Engineers Gate Manager LP | 2,781 | $887.5K | 0.02% | +1,181+73.8% | Added |
| Public Employees Retirement Association of Colorado | 2,787 | $889.0K | 0.00% | 00.0% | Unchanged |
| Covey Capital Advisors, LLC | 2,835 | $904.7K | 1.00% | −222−7.3% | Reduced |
| Black Creek Investment Management Inc. | 2,900 | $925.4K | 0.03% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 2,910 | $928.6K | 0.10% | −115−3.8% | Reduced |
| Davy Global Fund Management Ltd | 2,947 | $940.4K | 0.10% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 3,021 | $964.1K | 0.02% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 3,024 | $964.9K | 0.01% | −167−5.2% | Reduced |
| Advisory Services Network, LLC | 3,265 | $966.0K | 0.02% | 00.0% | Unchanged |
| Jane Street Group, LLC | 3,033 | $967.9K | 0.00% | +535+21.4% | Added |
| Danske Bank A/S | 3,100 | $989.3K | 0.00% | +3,100 | New |
| O'Shaughnessy Asset Management, LLC | 2,929 | $1.00M | 0.01% | +1,208+70.2% | Added |
| First Hawaiian Bank | 3,196 | $1.02M | 0.03% | +3,196 | New |
| Level Four Advisory Services, LLC | 3,117 | $1.02M | 0.04% | +567+22.2% | Added |
| JustInvest LLC | 3,282 | $1.05M | 0.02% | +279+9.3% | Added |
| Janney Montgomery Scott LLC | 3,283 | $1.05M | 0.00% | +407+14.2% | Added |
| Simon Quick Advisors, LLC | 3,362 | $1.07M | 0.07% | −544−13.9% | Reduced |
| Captrust Financial Advisors | 3,371 | $1.08M | 0.00% | +314+10.3% | Added |
| Accretive Wealth Partners, LLC | 3,425 | $1.09M | 0.46% | +18+0.5% | Added |
| Aquatic Capital Management LLC | 3,480 | $1.11M | 0.03% | +3,480 | New |
| Atria Investments LLC | 3,529 | $1.13M | 0.01% | −2,174−38.1% | Reduced |
| Bessemer Group Inc | 3,674 | $1.17M | 0.00% | −1,091−22.9% | Reduced |
| Pictet Asset Management Holding SA | 3,679 | $1.17M | 0.00% | +209+6.0% | Added |
| Truist Financial Corp | 3,812 | $1.22M | 0.00% | +286+8.1% | Added |
| Entropy Technologies, LP | 3,857 | $1.23M | 0.13% | +2,801+265.2% | Added |
| Pacer Advisors, Inc. | 3,981 | $1.27M | 0.00% | +103+2.7% | Added |
| Consolidated Press International Holdings Ltd | 4,100 | $1.31M | 0.20% | +4,100 | New |
| Blair William & Co | 4,195 | $1.34M | 0.00% | −424−9.2% | Reduced |
| Johnson Investment Counsel Inc | 4,257 | $1.36M | 0.01% | −60−1.4% | Reduced |
| MML Investors Services, LLC | 4,280 | $1.37M | 0.00% | +281+7.0% | Added |
| Utah Retirement Systems | 4,420 | $1.41M | 0.02% | 00.0% | Unchanged |
| Martin Capital Advisors, LLP | 4,452 | $1.42M | 1.01% | +70+1.6% | Added |
| LPL Financial LLC | 4,482 | $1.43M | 0.00% | +452+11.2% | Added |
| Alliance Wealth Advisors, LLC | 4,702 | $1.50M | 0.39% | +84+1.8% | Added |
| Edgestream Partners, L.P. | 4,778 | $1.52M | 0.07% | +661+16.1% | Added |
| TrimTabs Asset Management, LLC | 4,849 | $1.55M | 0.36% | +4,849 | New |
| Colony Group, LLC | 4,897 | $1.56M | 0.01% | +4,897 | New |
| Holocene Advisors, LP | 5,035 | $1.61M | 0.01% | +5,035 | New |
| Pinebridge Investments, L.P. | 5,087 | $1.62M | 0.01% | +5,087 | New |
| Linden Thomas Advisory Services, LLC | 5,160 | $1.65M | 0.22% | −37−0.7% | Reduced |
| New Mexico Educational Retirement Board | 5,200 | $1.66M | 0.06% | 00.0% | Unchanged |
| Xponance, Inc. | 5,266 | $1.68M | 0.02% | −42−0.8% | Reduced |
| Portside Wealth Group, LLC | 5,305 | $1.69M | 0.29% | −32−0.6% | Reduced |
| Ashford Capital Management Inc | 5,431 | $1.73M | 0.22% | −740−12.0% | Reduced |
| Bank of Montreal | 5,468 | $1.73M | 0.00% | −36,721−87.0% | Reduced |
| Oregon Public Employees Retirement Fund | 5,517 | $1.76M | 0.03% | +100+1.8% | Added |
| Quantinno Capital Management LP | 5,534 | $1.77M | 0.02% | +1,747+46.1% | Added |
| Ameritas Investment Partners, Inc. | 5,546 | $1.77M | 0.06% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 5,589 | $1.78M | 0.08% | +2,952+111.9% | Added |
| ClariVest Asset Management LLC | 6,134 | $1.81M | 0.19% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 5,885 | $1.88M | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,949 | $1.90M | 0.01% | +170+2.9% | Added |
| Handelsbanken Fonder AB | 5,972 | $1.91M | 0.01% | +400+7.2% | Added |
| BNP Paribas Arbitrage, SA | 5,983 | $1.91M | 0.00% | +866+16.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,988 | $1.91M | 0.04% | +169+2.9% | Added |
| Sepio Capital, LP | 6,006 | $1.92M | 0.15% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,080 | $1.94M | 0.01% | −425−6.5% | Reduced |
| Jump Financial, LLC | 6,094 | $1.94M | 0.04% | +4,809+374.2% | Added |
| Polen Capital Management LLC | 6,196 | $1.98M | 0.01% | −1,868−23.2% | Reduced |
| Oddo BHF Asset Management SAS | 6,212 | $1.98M | 0.10% | +6,212 | New |
| Cerity Partners LLC | 6,318 | $2.02M | 0.00% | +915+16.9% | Added |
| Raymond James & Associates | 6,375 | $2.03M | 0.00% | +345+5.7% | Added |
| State of Michigan Retirement System | 6,400 | $2.04M | 0.01% | +100+1.6% | Added |
| Gotham Asset Management, LLC | 6,592 | $2.10M | 0.02% | +2,233+51.2% | Added |
| American Century Companies Inc | 6,629 | $2.12M | 0.00% | +1,514+29.6% | Added |
| Empire Life Investments Inc. | 6,750 | $2.15M | 0.13% | 00.0% | Unchanged |
| Bright Rock Capital Management, LLC | 7,500 | $2.39M | 0.48% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 7,500 | $2.39M | 0.04% | +100+1.4% | Added |
| AQR Capital Management LLC | 7,697 | $2.43M | 0.00% | +1,321+20.7% | Added |
| Redmond Asset Management, LLC | 7,640 | $2.44M | 0.76% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 7,693 | $2.45M | 0.38% | 00.0% | Unchanged |
| Intech Investment Management LLC | 7,773 | $2.48M | 0.03% | +7,773 | New |
| Arizona State Retirement System | 8,001 | $2.55M | 0.02% | +226+2.9% | Added |
| Teachers Retirement System of the State of Kentucky | 8,190 | $2.61M | 0.02% | −230−2.7% | Reduced |
| Pathstone Holdings, LLC | 8,262 | $2.64M | 0.01% | −855−9.4% | Reduced |
| Azzad Asset Management Inc | 8,294 | $2.65M | 0.30% | −695−7.7% | Reduced |
| Teacher Retirement System of Texas | 8,426 | $2.69M | 0.01% | +2,259+36.6% | Added |
| New York State Teachers Retirement System | 8,445 | $2.69M | 0.01% | −100−1.2% | Reduced |
| Norden Group LLC | 8,593 | $2.74M | 0.32% | +2,383+38.4% | Added |
| Globeflex Capital L P | 8,835 | $2.82M | 0.27% | +8,835 | New |
| Campbell & CO Investment Adviser LLC | 8,867 | $2.83M | 0.21% | +8,867 | New |
| M&T Bank Corp | 8,869 | $2.83M | 0.01% | −39−0.4% | Reduced |
| Congress Wealth Management LLC | 9,237 | $2.95M | 0.04% | +337+3.8% | Added |
| Comerica Bank | 9,313 | $2.97M | 0.01% | −924−9.0% | Reduced |
| US Bancorp | 9,723 | $3.10M | 0.00% | +10.0% | Added |
| Ceera Investments, LLC | 9,786 | $3.12M | 1.18% | −10−0.1% | Reduced |
| Public Employees Retirement System of Ohio | 9,820 | $3.13M | 0.01% | −488−4.7% | Reduced |
| Yousif Capital Management, LLC | 9,881 | $3.15M | 0.03% | −1,046−9.6% | Reduced |
| Susquehanna International Group, LLP | 9,940 | $3.17M | 0.01% | +9,114+1,103.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 9,968 | $3.18M | 0.03% | +1,185+13.5% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 9,968 | $3.18M | 0.03% | +9,968 | New |
| Magnetar Financial LLC | 10,402 | $3.32M | 0.07% | +5,121+97.0% | Added |
| State of New Jersey Common Pension Fund D | 10,443 | $3.33M | 0.01% | −261−2.4% | Reduced |
| Kensington Investment Counsel, LLC | 10,615 | $3.39M | 1.41% | +244+2.4% | Added |
| State of Tennessee, Treasury Department | 10,755 | $3.43M | 0.01% | −745−6.5% | Reduced |
| Citigroup Inc | 10,854 | $3.46M | 0.00% | +3,917+56.5% | Added |
| State of Wisconsin Investment Board | 10,912 | $3.48M | 0.01% | −68−0.6% | Reduced |
| Commerce Bank | 11,184 | $3.57M | 0.02% | −500−4.3% | Reduced |
| CI Private Wealth, LLC | 11,273 | $3.60M | 0.01% | −574−4.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 11,508 | $3.67M | 0.01% | +121+1.1% | Added |