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 |
|---|---|---|---|---|---|
| Treasurer of the State of North Carolina | 11,659 | $3.72M | 0.01% | +40+0.3% | Added |
| Prudential Financial Inc | 11,676 | $3.73M | 0.01% | −1,154−9.0% | Reduced |
| Cardinal Capital Management | 12,095 | $3.86M | 0.60% | +256+2.2% | Added |
| Voya Investment Management LLC | 12,441 | $3.97M | 0.00% | −800−6.0% | Reduced |
| Janus Henderson Group PLC | 12,543 | $4.00M | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 12,743 | $4.07M | 0.36% | +12,742+1,274,200.0% | Added |
| Oppenheimer Asset Management Inc. | 12,924 | $4.12M | 0.05% | +1,097+9.3% | Added |
| YHB Investment Advisors, Inc. | 12,965 | $4.14M | 0.34% | −633−4.7% | Reduced |
| Amalgamated Bank | 13,228 | $4.22M | 0.03% | −315−2.3% | Reduced |
| Squarepoint Ops LLC | 13,339 | $4.26M | 0.01% | +12,019+910.5% | Added |
| Henshaw Capital LLC | 13,470 | $4.30M | 0.18% | +17+0.1% | Added |
| Man Group plc | 13,505 | $4.31M | 0.01% | −5,578−29.2% | Reduced |
| Royal Bank of Canada | 13,646 | $4.36M | 0.00% | +10,127+287.8% | Added |
| Quantbot Technologies LP | 13,769 | $4.39M | 0.17% | +9,937+259.3% | Added |
| Trexquant Investment LP | 13,841 | $4.42M | 0.06% | +6,110+79.0% | Added |
| Thrivent Financial for Lutherans | 13,879 | $4.43M | 0.01% | +7,579+120.3% | Added |
| Motley Fool Asset Management LLC | 14,434 | $4.57M | 0.27% | +237+1.7% | Added |
| Mutual of America Capital Management LLC | 14,584 | $4.65M | 0.05% | −347−2.3% | Reduced |
| Neuberger Berman Group LLC | 14,816 | $4.73M | 0.00% | −396−2.6% | Reduced |
| Daiwa Securities Group Inc. | 15,115 | $4.82M | 0.02% | −1,350−8.2% | Reduced |
| MetLife Investment Management | 15,159 | $4.84M | 0.03% | +179+1.2% | Added |
| State of Alaska, Department of Revenue | 15,202 | $4.85M | 0.05% | +315+2.1% | Added |
| Southeast Asset Advisors Inc. | 15,368 | $4.90M | 0.54% | −5,016−24.6% | Reduced |
| New York State Common Retirement Fund | 15,475 | $4.94M | 0.01% | −2,376−13.3% | Reduced |
| Victory Capital Management Inc | 15,843 | $5.06M | 0.00% | +1,789+12.7% | Added |
| HighTower Advisors, LLC | 15,966 | $5.11M | 0.01% | −176−1.1% | Reduced |
| Barclays PLC | 16,563 | $5.29M | 0.00% | +2,751+19.9% | Added |
| UBS Group AG | 17,764 | $5.67M | 0.00% | +6,596+59.1% | Added |
| Ensign Peak Advisors, Inc | 18,255 | $5.83M | 0.01% | +580+3.3% | Added |
| Stifel Financial Corp | 18,349 | $5.86M | 0.01% | −421−2.2% | Reduced |
| Capitolis Liquid Global Markets LLC | 19,000 | $6.06M | 0.06% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 20,663 | $6.59M | 0.01% | −1,425−6.5% | Reduced |
| Fisher Asset Management, LLC | 21,342 | $6.81M | 0.00% | +1,334+6.7% | Added |
| Great West Life Assurance Co | 22,674 | $7.23M | 0.01% | +2,179+10.6% | Added |
| Manufacturers Life Insurance Company, The | 22,886 | $7.30M | 0.01% | −232−1.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 22,931 | $7.32M | 0.02% | +16,931+282.2% | Added |
| Motley Fool Wealth Management, LLC | 24,465 | $7.81M | 0.39% | −343−1.4% | Reduced |
| State Board of Administration of Florida Retirement System | 24,883 | $7.94M | 0.02% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 25,000 | $7.98M | 0.33% | +25,000 | New |
| Marks Group Wealth Management, Inc | 25,090 | $8.01M | 0.76% | +423+1.7% | Added |
| Algert Global LLC | 25,509 | $8.14M | 0.22% | +5,220+25.7% | Added |
| California State Teachers Retirement System | 26,217 | $8.37M | 0.01% | −823−3.0% | Reduced |
| Nicholas Company, Inc. | 26,310 | $8.40M | 0.14% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 26,324 | $8.40M | 0.16% | +40+0.2% | Added |
| Arrowstreet Capital, Limited Partnership | 26,690 | $8.52M | 0.01% | +11,457+75.2% | Added |
| National Bank of Canada | 27,113 | $8.65M | 0.01% | +13,005+92.2% | Added |
| Canada Pension Plan Investment Board | 27,958 | $8.92M | 0.01% | +13,000+86.9% | Added |
| First Trust Advisors LP | 28,205 | $9.00M | 0.01% | −5,583−16.5% | Reduced |
| Natixis | 31,902 | $10.2M | 0.06% | +2,902+10.0% | Added |
| Bank of Nova Scotia | 31,926 | $10.2M | 0.02% | +6,991+28.0% | Added |
| Ameriprise Financial Inc | 32,051 | $10.2M | 0.00% | +2,340+7.9% | Added |
| Qube Research & Technologies Ltd | 32,073 | $10.2M | 0.02% | +17,905+126.4% | Added |
| Corebridge Financial, Inc. | 32,228 | $10.3M | 0.05% | −1,085−3.3% | Reduced |
| Retirement Systems of Alabama | 32,785 | $10.5M | 0.04% | +603+1.9% | Added |
| Alliancebernstein L.P. | 33,001 | $10.5M | 0.00% | −2,475−7.0% | Reduced |
| Barlow Wealth Partners, Inc. | 34,144 | $10.7M | 1.40% | +641+1.9% | Added |
| Segall Bryant & Hamill, LLC | 33,905 | $10.8M | 0.15% | +564+1.7% | Added |
| Asset Management One Co.,Ltd. | 36,749 | $11.7M | 0.04% | +1,089+3.1% | Added |
| Scout Investments, Inc. | 38,863 | $13.2M | 0.35% | −4,030−9.4% | Reduced |
| Cubist Systematic Strategies, LLC | 41,423 | $13.2M | 0.20% | +39,817+2,479.3% | Added |
| Congress Asset Management Co | 41,627 | $13.3M | 0.09% | +6,011+16.9% | Added |
| TownSquare Capital, LLC | 41,959 | $13.4M | 0.16% | −457−1.1% | Reduced |
| Ci Investments Inc. | 42,546 | $13.6M | 0.05% | −3,063−6.7% | Reduced |
| Legal & General Group Plc | 46,132 | $14.7M | 0.00% | +2,520+5.8% | Added |
| California Public Employees Retirement System | 48,065 | $15.3M | 0.01% | −1,303−2.6% | Reduced |
| Swiss National Bank | 54,200 | $17.3M | 0.01% | −500−0.9% | Reduced |
| Nordea Investment Management AB | 55,542 | $17.6M | 0.02% | −2,932−5.0% | Reduced |
| Chicago Capital, LLC | 58,196 | $18.6M | 0.52% | −246−0.4% | Reduced |
| Boston Financial Mangement LLC | 61,625 | $19.7M | 0.59% | +61,625 | New |
| Confluence Investment Management LLC | 64,432 | $20.6M | 0.27% | −543−0.8% | Reduced |
| Parnassus Investments | 71,034 | $22.7M | 0.05% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 71,494 | $22.8M | 0.01% | −430−0.6% | Reduced |
| Envestnet Asset Management Inc | 76,996 | $24.6M | 0.01% | +3,999+5.5% | Added |
| Rhumbline Advisers | 77,233 | $24.6M | 0.02% | +1,484+2.0% | Added |
| Principal Financial Group Inc | 84,845 | $27.1M | 0.01% | −25,095−22.8% | Reduced |
| DF Dent & Co Inc | 88,378 | $28.2M | 0.34% | +33,595+61.3% | Added |
| Wells Fargo & Company | 88,576 | $28.3M | 0.01% | −1,252−1.4% | Reduced |
| UBS Asset Management Americas Inc | 88,679 | $28.3M | 0.01% | +6,205+7.5% | Added |
| Praesidium Investment Management Company, LLC | 98,766 | $31.5M | 5.29% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 107,032 | $34.2M | 0.59% | +2,064+2.0% | Added |
| Invesco Ltd. | 117,140 | $37.4M | 0.01% | +72,170+160.5% | Added |
| Citadel Advisors LLC | 118,070 | $37.7M | 0.04% | +32,160+37.4% | Added |
| SEI Investments Co | 135,055 | $43.1M | 0.06% | +7,039+5.5% | Added |
| American Capital Management Inc | 144,231 | $46.0M | 1.51% | −592−0.4% | Reduced |
| M&G Plc | 182,808 | $58.3M | 0.30% | +9,703+5.6% | Added |
| Renaissance Technologies LLC | 183,470 | $58.5M | 0.09% | +6,600+3.7% | Added |
| Royce & Associates LP | 191,290 | $61.0M | 0.55% | −2,271−1.2% | Reduced |
| Charles Schwab Investment Management Inc | 191,765 | $61.2M | 0.01% | +5,045+2.7% | Added |
| Northern Trust Corp | 194,016 | $61.9M | 0.01% | −270−0.1% | Reduced |
| JPMorgan Chase & Co | 202,140 | $64.5M | 0.01% | −41,877−17.2% | Reduced |
| Amundi | 192,776 | $64.6M | 0.02% | +761+0.4% | Added |
| Goldman Sachs Group Inc | 215,655 | $68.8M | 0.01% | +45,059+26.4% | Added |
| Allspring Global Investments Holdings, LLC | 273,398 | $87.2M | 0.14% | −9,136−3.2% | Reduced |
| Bank of New York Mellon Corp | 282,862 | $90.3M | 0.02% | −45,040−13.7% | Reduced |
| Dimensional Fund Advisors LP | 291,859 | $93.1M | 0.02% | +19,784+7.3% | Added |
| Norges Bank | 325,522 | $103.9M | 0.01% | +1,077+0.3% | Added |
| Liontrust Investment Partners LLP | 402,775 | $119.2M | 1.69% | 00.0% | Unchanged |
| FMR LLC | 400,520 | $127.8M | 0.01% | +39,263+10.9% | Added |
| Millennium Management LLC | 495,106 | $158.0M | 0.14% | +174,920+54.6% | Added |
| Geode Capital Management, LLC | 497,411 | $158.8M | 0.01% | +10,437+2.1% | Added |