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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 2,929 | $1.00M | 0.01% | +1,208+70.2% | Added |
| Danske Bank A/S | 3,100 | $989.3K | 0.00% | +3,100 | New |
| Jane Street Group, LLC | 3,033 | $967.9K | 0.00% | +535+21.4% | Added |
| Advisory Services Network, LLC | 3,265 | $966.0K | 0.02% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 3,024 | $964.9K | 0.01% | −167−5.2% | Reduced |
| Bradley Foster & Sargent Inc | 3,021 | $964.1K | 0.02% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 2,947 | $940.4K | 0.10% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 2,910 | $928.6K | 0.10% | −115−3.8% | Reduced |
| Black Creek Investment Management Inc. | 2,900 | $925.4K | 0.03% | 00.0% | Unchanged |
| Covey Capital Advisors, LLC | 2,835 | $904.7K | 1.00% | −222−7.3% | Reduced |
| Public Employees Retirement Association of Colorado | 2,787 | $889.0K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 2,781 | $887.5K | 0.02% | +1,181+73.8% | Added |
| Creative Planning | 2,713 | $865.8K | 0.00% | −221−7.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 2,600 | $829.7K | 0.01% | 00.0% | Unchanged |
| Gibbs Wealth Management | 2,500 | $797.8K | 0.26% | +251+11.2% | Added |
| Precision Wealth Strategies, LLC | 2,499 | $797.5K | 0.74% | +63+2.6% | Added |
| Dempze Nancy E | 2,494 | $795.9K | 0.44% | +2,494 | New |
| Diversify Wealth Management, LLC | 2,245 | $767.4K | 0.07% | +143+6.8% | Added |
| Exchange Traded Concepts, LLC | 2,393 | $763.7K | 0.02% | +278+13.1% | Added |
| Schonfeld Strategic Advisors LLC | 2,366 | $755.0K | 0.01% | +2,366 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,368 | $752.4K | 0.01% | −1,040−30.5% | Reduced |
| Cresset Asset Management, LLC | 2,330 | $743.5K | 0.00% | +684+41.6% | Added |
| Jefferies Financial Group Inc. | 2,317 | $739.4K | 0.01% | +817+54.5% | Added |
| Two Sigma Advisers, LP | 2,300 | $734.0K | 0.00% | −1,200−34.3% | Reduced |
| XTX Topco Ltd | 2,299 | $733.7K | 0.05% | +1,023+80.2% | Added |
| Federated Hermes, Inc. | 2,293 | $731.7K | 0.00% | +33+1.5% | Added |
| Seeds Investor LLC | 2,270 | $724.3K | 0.27% | −61−2.6% | Reduced |
| Crossmark Global Holdings, Inc. | 2,258 | $720.0K | 0.01% | +531+30.7% | Added |
| Planning Alternatives Ltd | 2,254 | $719.3K | 0.11% | +49+2.2% | Added |
| Ethic Inc. | 2,325 | $717.0K | 0.02% | −57−2.4% | Reduced |
| Advisor Group Holdings, Inc. | 2,162 | $690.0K | 0.00% | +1,477+215.6% | Added |
| Gateway Investment Advisers LLC | 2,128 | $679.1K | 0.01% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 2,080 | $663.8K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,034 | $649.0K | 0.00% | +117+6.1% | Added |
| Procyon Private Wealth Partners, LLC | 1,967 | $627.8K | 0.04% | −38−1.9% | Reduced |
| Cetera Investment Advisers | 1,923 | $613.7K | 0.00% | +267+16.1% | Added |
| Equitable Trust Co | 1,871 | $597.1K | 0.04% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 1,805 | $576.0K | 0.24% | +2+0.1% | Added |
| Virtu Financial LLC | 1,771 | $565.0K | 0.03% | +1,771 | New |
| Deutsche Bank AG | 1,756 | $560.4K | 0.00% | −66−3.6% | Reduced |
| Welch & Forbes LLC | 1,734 | $553.4K | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 1,483 | $507.8K | 0.00% | −454−23.4% | Reduced |
| Headlands Technologies LLC | 1,580 | $504.2K | 0.06% | +1,058+202.7% | Added |
| Benjamin Edwards Inc | 1,562 | $498.5K | 0.01% | +667+74.5% | Added |
| Mariner, LLC | 1,540 | $491.2K | 0.00% | +172+12.6% | Added |
| Maryland State Retirement & Pension System | 1,525 | $486.7K | 0.01% | −389−20.3% | Reduced |
| Great Valley Advisor Group, Inc. | 1,524 | $486.4K | 0.01% | +770+102.1% | Added |
| Connable Office Inc | 1,470 | $469.1K | 0.05% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 1,465 | $467.5K | 0.10% | −216−12.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 1,452 | $463.2K | 0.00% | −3−0.2% | Reduced |
| Oak Thistle LLC | 1,450 | $462.7K | 0.15% | +1,450 | New |
| Commonwealth Equity Services, LLC | 1,428 | $456.0K | 0.00% | −21−1.4% | Reduced |
| Verition Fund Management LLC | 1,416 | $451.9K | 0.00% | +1,416 | New |
| Sanctuary Advisors, LLC | 1,288 | $445.9K | 0.00% | −562−30.4% | Reduced |
| Cadent Capital Advisors, LLC | 1,396 | $445.5K | 0.15% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 1,352 | $431.4K | 0.03% | −92−6.4% | Reduced |
| The PNC Financial Services Group, Inc. | 1,336 | $426.3K | 0.00% | −41−3.0% | Reduced |
| Nebula Research & Development LLC | 1,327 | $423.5K | 0.05% | +1,327 | New |
| Parallel Advisors, LLC | 1,275 | $406.9K | 0.01% | +36+2.9% | Added |
| Mercer Global Advisors Inc | 1,273 | $403.0K | 0.00% | +317+33.2% | Added |
| CIBC Asset Management Inc | 1,259 | $401.8K | 0.00% | +41+3.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,248 | $398.4K | 0.01% | +1,248 | New |
| Sherbrooke Park Advisers LLC | 1,247 | $397.9K | 0.09% | +1,247 | New |
| Ballentine Partners, LLC | 1,235 | $394.1K | 0.01% | +29+2.4% | Added |
| Diversify Advisory Services, LLC | 1,139 | $391.2K | 0.02% | −61−5.1% | Reduced |
| Toroso Investments, LLC | 1,208 | $385.5K | 0.00% | +90+8.1% | Added |
| Fiduciary Trust Co | 1,192 | $380.4K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 1,176 | $375.3K | 0.00% | −54−4.4% | Reduced |
| Capital Investment Counsel, Inc | 1,150 | $367.0K | 0.05% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 1,144 | $365.1K | 0.01% | −70−5.8% | Reduced |
| Kestra Private Wealth Services, LLC | 1,143 | $364.8K | 0.01% | +74+6.9% | Added |
| Heartland Bank & Trust Co | 1,130 | $360.6K | 0.19% | 00.0% | Unchanged |
| CWM, LLC | 1,121 | $358.0K | 0.00% | +1+0.1% | Added |
| Panagora Asset Management Inc | 1,114 | $355.5K | 0.00% | +246+28.3% | Added |
| Wallace Advisory Group, LLC | 1,144 | $338.5K | 0.25% | 00.0% | Unchanged |
| Dearborn Partners LLC | 1,058 | $337.6K | 0.01% | +1,058 | New |
| Mechanics Bank Trust Department | 1,047 | $334.1K | 0.04% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 1,042 | $332.5K | 0.13% | +1,042 | New |
| Shelton Capital Management | 1,038 | $331.2K | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 1,035 | $330.0K | 0.00% | −105−9.2% | Reduced |
| Cottonwood Capital Advisors, LLC | 1,008 | $321.7K | 0.24% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 1,004 | $320.3K | 0.00% | +144+16.7% | Added |
| Invesco, LLC | 1,000 | $319.1K | 0.13% | −25−2.4% | Reduced |
| HSBC Holdings PLC | 953 | $303.8K | 0.00% | −1,589−62.5% | Reduced |
| Walleye Capital LLC | 944 | $301.2K | 0.00% | +944 | New |
| Angeles Wealth Management, LLC | 925 | $295.2K | 0.03% | +925 | New |
| Boothbay Fund Management, LLC | 914 | $291.7K | 0.01% | +914 | New |
| Cannon Global Investment Management, LLC | 900 | $287.2K | 0.69% | +900 | New |
| Dundas Partners LLP | 899 | $286.9K | 0.02% | −215−19.3% | Reduced |
| Leonteq Securities AG | 844 | $269.3K | 0.03% | +844 | New |
| Shell Asset Management Co | 839 | $268.0K | 0.01% | +839 | New |
| QRG Capital Management, Inc. | 832 | $265.5K | 0.00% | +57+7.4% | Added |
| Oppenheimer & Co Inc | 829 | $264.6K | 0.00% | −77−8.5% | Reduced |
| Summit Trail Advisors, LLC | 810 | $258.5K | 0.01% | +810 | New |
| HBK Sorce Advisory LLC | 803 | $256.3K | 0.01% | −51−6.0% | Reduced |
| Spears Abacus Advisors LLC | 790 | $252.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 781 | $249.2K | 0.02% | +6+0.8% | Added |
| Profund Advisors LLC | 779 | $248.6K | 0.01% | +22+2.9% | Added |
| Associated Banc-Corp | 765 | $244.1K | 0.01% | +765 | New |
| Stonegate Investment Group, LLC | 764 | $243.8K | 0.01% | 00.0% | Unchanged |