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 |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 685,192 | $218.7M | 0.03% | +452+0.1% | Added |
| Wasatch Advisors Inc | 696,023 | $222.1M | 1.09% | +85,098+13.9% | Added |
| State Street Corp | 804,293 | $256.7M | 0.01% | +28,698+3.7% | Added |
| Wellington Management Group LLP | 950,512 | $303.3M | 0.05% | +5,158+0.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,043,082 | $332.9M | 0.73% | −86,022−7.6% | Reduced |
| Massachusetts Financial Services Co | 1,201,708 | $383.5M | 0.11% | +102,206+9.3% | Added |
| Bamco Inc | 1,305,588 | $416.6M | 1.11% | −1,349−0.1% | Reduced |
| Bank of America Corp | 1,556,588 | $496.7M | 0.04% | +29,998+2.0% | Added |
| Select Equity Group, L.P. | 1,759,321 | $561.4M | 2.05% | −675,017−27.7% | Reduced |
| Morgan Stanley | 2,076,534 | $662.7M | 0.05% | +56,301+2.8% | Added |
| BlackRock, Inc. | 2,576,859 | $822.3M | 0.02% | +2,576,859 | New |
| Vanguard Group Inc | 2,752,013 | $878.2M | 0.02% | +13,840+0.5% | Added |
| Cramer Rosenthal McGlynn LLC | 0 | $0 | 0.00% | −79,646−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −38,203−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −31,658−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −23,024−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −13,900−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −4,602−100.0% | Sold out |
| BCGM Wealth Management, LLC | 0 | $0 | 0.00% | −4,460−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Central Pacific Bank - Trust Division | 0 | $0 | 0.00% | −3,196−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −2,410−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −1,510−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −1,428−100.0% | Sold out |
| Bard Financial Services, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −922−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −854−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −834−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −771−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −731−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −705−100.0% | Sold out |
| Boit C F David | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Mizuho Bank, Ltd. | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Pinnacle Financial Partners Inc | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −117−100.0% | Sold out |
| Grove Bank & Trust | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Rakuten Securities, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Ofi Invest Asset Management | – | – | – | – | Not filed |
| Buckingham Strategic Wealth, LLC | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Bradley & Co. Private Wealth Management, LLC | – | – | – | – | Not filed |
| JJJ Advisors Inc. | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |