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 |
|---|---|---|---|---|---|
| Man Group plc | 13,505 | $4.31M | 0.01% | −5,578−29.2% | Reduced |
| Henshaw Capital LLC | 13,470 | $4.30M | 0.18% | +17+0.1% | Added |
| Squarepoint Ops LLC | 13,339 | $4.26M | 0.01% | +12,019+910.5% | Added |
| Amalgamated Bank | 13,228 | $4.22M | 0.03% | −315−2.3% | Reduced |
| YHB Investment Advisors, Inc. | 12,965 | $4.14M | 0.34% | −633−4.7% | Reduced |
| Oppenheimer Asset Management Inc. | 12,924 | $4.12M | 0.05% | +1,097+9.3% | Added |
| Quest Partners LLC | 12,743 | $4.07M | 0.36% | +12,742+1,274,200.0% | Added |
| Janus Henderson Group PLC | 12,543 | $4.00M | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 12,441 | $3.97M | 0.00% | −800−6.0% | Reduced |
| Cardinal Capital Management | 12,095 | $3.86M | 0.60% | +256+2.2% | Added |
| Prudential Financial Inc | 11,676 | $3.73M | 0.01% | −1,154−9.0% | Reduced |
| Treasurer of the State of North Carolina | 11,659 | $3.72M | 0.01% | +40+0.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 11,508 | $3.67M | 0.01% | +121+1.1% | Added |
| CI Private Wealth, LLC | 11,273 | $3.60M | 0.01% | −574−4.8% | Reduced |
| Commerce Bank | 11,184 | $3.57M | 0.02% | −500−4.3% | Reduced |
| State of Wisconsin Investment Board | 10,912 | $3.48M | 0.01% | −68−0.6% | Reduced |
| Citigroup Inc | 10,854 | $3.46M | 0.00% | +3,917+56.5% | Added |
| State of Tennessee, Treasury Department | 10,755 | $3.43M | 0.01% | −745−6.5% | Reduced |
| Kensington Investment Counsel, LLC | 10,615 | $3.39M | 1.41% | +244+2.4% | Added |
| State of New Jersey Common Pension Fund D | 10,443 | $3.33M | 0.01% | −261−2.4% | Reduced |
| Magnetar Financial LLC | 10,402 | $3.32M | 0.07% | +5,121+97.0% | 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 |
| Susquehanna International Group, LLP | 9,940 | $3.17M | 0.01% | +9,114+1,103.4% | Added |
| Yousif Capital Management, LLC | 9,881 | $3.15M | 0.03% | −1,046−9.6% | Reduced |
| Public Employees Retirement System of Ohio | 9,820 | $3.13M | 0.01% | −488−4.7% | Reduced |
| Ceera Investments, LLC | 9,786 | $3.12M | 1.18% | −10−0.1% | Reduced |
| US Bancorp | 9,723 | $3.10M | 0.00% | +10.0% | Added |
| Comerica Bank | 9,313 | $2.97M | 0.01% | −924−9.0% | Reduced |
| Congress Wealth Management LLC | 9,237 | $2.95M | 0.04% | +337+3.8% | Added |
| M&T Bank Corp | 8,869 | $2.83M | 0.01% | −39−0.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 8,867 | $2.83M | 0.21% | +8,867 | New |
| Globeflex Capital L P | 8,835 | $2.82M | 0.27% | +8,835 | New |
| Norden Group LLC | 8,593 | $2.74M | 0.32% | +2,383+38.4% | Added |
| New York State Teachers Retirement System | 8,445 | $2.69M | 0.01% | −100−1.2% | Reduced |
| Teacher Retirement System of Texas | 8,426 | $2.69M | 0.01% | +2,259+36.6% | Added |
| Azzad Asset Management Inc | 8,294 | $2.65M | 0.30% | −695−7.7% | Reduced |
| Pathstone Holdings, LLC | 8,262 | $2.64M | 0.01% | −855−9.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 8,190 | $2.61M | 0.02% | −230−2.7% | Reduced |
| Arizona State Retirement System | 8,001 | $2.55M | 0.02% | +226+2.9% | Added |
| Intech Investment Management LLC | 7,773 | $2.48M | 0.03% | +7,773 | New |
| George Kaiser Family Foundation | 7,693 | $2.45M | 0.38% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 7,640 | $2.44M | 0.76% | 00.0% | Unchanged |
| AQR Capital Management LLC | 7,697 | $2.43M | 0.00% | +1,321+20.7% | Added |
| 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 |
| Empire Life Investments Inc. | 6,750 | $2.15M | 0.13% | 00.0% | Unchanged |
| American Century Companies Inc | 6,629 | $2.12M | 0.00% | +1,514+29.6% | Added |
| Gotham Asset Management, LLC | 6,592 | $2.10M | 0.02% | +2,233+51.2% | Added |
| State of Michigan Retirement System | 6,400 | $2.04M | 0.01% | +100+1.6% | Added |
| Raymond James & Associates | 6,375 | $2.03M | 0.00% | +345+5.7% | Added |
| Cerity Partners LLC | 6,318 | $2.02M | 0.00% | +915+16.9% | Added |
| Oddo BHF Asset Management SAS | 6,212 | $1.98M | 0.10% | +6,212 | New |
| Polen Capital Management LLC | 6,196 | $1.98M | 0.01% | −1,868−23.2% | Reduced |
| Jump Financial, LLC | 6,094 | $1.94M | 0.04% | +4,809+374.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,080 | $1.94M | 0.01% | −425−6.5% | Reduced |
| Sepio Capital, LP | 6,006 | $1.92M | 0.15% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 5,988 | $1.91M | 0.04% | +169+2.9% | Added |
| BNP Paribas Arbitrage, SA | 5,983 | $1.91M | 0.00% | +866+16.9% | Added |
| Handelsbanken Fonder AB | 5,972 | $1.91M | 0.01% | +400+7.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,949 | $1.90M | 0.01% | +170+2.9% | Added |
| CIBC Private Wealth Group, LLC | 5,885 | $1.88M | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 6,134 | $1.81M | 0.19% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 5,589 | $1.78M | 0.08% | +2,952+111.9% | Added |
| Ameritas Investment Partners, Inc. | 5,546 | $1.77M | 0.06% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 5,534 | $1.77M | 0.02% | +1,747+46.1% | Added |
| Oregon Public Employees Retirement Fund | 5,517 | $1.76M | 0.03% | +100+1.8% | Added |
| Bank of Montreal | 5,468 | $1.73M | 0.00% | −36,721−87.0% | Reduced |
| Ashford Capital Management Inc | 5,431 | $1.73M | 0.22% | −740−12.0% | Reduced |
| Portside Wealth Group, LLC | 5,305 | $1.69M | 0.29% | −32−0.6% | Reduced |
| Xponance, Inc. | 5,266 | $1.68M | 0.02% | −42−0.8% | Reduced |
| New Mexico Educational Retirement Board | 5,200 | $1.66M | 0.06% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 5,160 | $1.65M | 0.22% | −37−0.7% | Reduced |
| Pinebridge Investments, L.P. | 5,087 | $1.62M | 0.01% | +5,087 | New |
| Holocene Advisors, LP | 5,035 | $1.61M | 0.01% | +5,035 | New |
| Colony Group, LLC | 4,897 | $1.56M | 0.01% | +4,897 | New |
| TrimTabs Asset Management, LLC | 4,849 | $1.55M | 0.36% | +4,849 | New |
| Edgestream Partners, L.P. | 4,778 | $1.52M | 0.07% | +661+16.1% | Added |
| Alliance Wealth Advisors, LLC | 4,702 | $1.50M | 0.39% | +84+1.8% | Added |
| LPL Financial LLC | 4,482 | $1.43M | 0.00% | +452+11.2% | Added |
| Martin Capital Advisors, LLP | 4,452 | $1.42M | 1.01% | +70+1.6% | Added |
| Utah Retirement Systems | 4,420 | $1.41M | 0.02% | 00.0% | Unchanged |
| MML Investors Services, LLC | 4,280 | $1.37M | 0.00% | +281+7.0% | Added |
| Johnson Investment Counsel Inc | 4,257 | $1.36M | 0.01% | −60−1.4% | Reduced |
| Blair William & Co | 4,195 | $1.34M | 0.00% | −424−9.2% | Reduced |
| Consolidated Press International Holdings Ltd | 4,100 | $1.31M | 0.20% | +4,100 | New |
| Pacer Advisors, Inc. | 3,981 | $1.27M | 0.00% | +103+2.7% | Added |
| Entropy Technologies, LP | 3,857 | $1.23M | 0.13% | +2,801+265.2% | Added |
| Truist Financial Corp | 3,812 | $1.22M | 0.00% | +286+8.1% | Added |
| Pictet Asset Management Holding SA | 3,679 | $1.17M | 0.00% | +209+6.0% | Added |
| Bessemer Group Inc | 3,674 | $1.17M | 0.00% | −1,091−22.9% | Reduced |
| Atria Investments LLC | 3,529 | $1.13M | 0.01% | −2,174−38.1% | Reduced |
| Aquatic Capital Management LLC | 3,480 | $1.11M | 0.03% | +3,480 | New |
| Accretive Wealth Partners, LLC | 3,425 | $1.09M | 0.46% | +18+0.5% | Added |
| Captrust Financial Advisors | 3,371 | $1.08M | 0.00% | +314+10.3% | Added |
| Simon Quick Advisors, LLC | 3,362 | $1.07M | 0.07% | −544−13.9% | Reduced |
| Janney Montgomery Scott LLC | 3,283 | $1.05M | 0.00% | +407+14.2% | Added |
| JustInvest LLC | 3,282 | $1.05M | 0.02% | +279+9.3% | Added |
| Level Four Advisory Services, LLC | 3,117 | $1.02M | 0.04% | +567+22.2% | Added |
| First Hawaiian Bank | 3,196 | $1.02M | 0.03% | +3,196 | New |