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 |
|---|---|---|---|---|---|
| Bank of Stockton | 760 | $242.5K | 0.07% | −164−17.7% | Reduced |
| Harvest Fund Management Co., Ltd | 735 | $234.0K | 0.01% | +611+492.7% | Added |
| Marshall Wace, LLP | 718 | $229.1K | 0.00% | +718 | New |
| Tower Research Capital LLC (TRC) | 710 | $226.6K | 0.01% | +269+61.0% | Added |
| Keybank National Association | 708 | $225.9K | 0.00% | −51−6.7% | Reduced |
| Petrus Trust Company, LTA | 703 | $224.3K | 0.02% | −448−38.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 697 | $222.4K | 0.10% | −387−35.7% | Reduced |
| Claret Asset Management Corp | 688 | $220.0K | 0.04% | +4+0.6% | Added |
| KBC Group NV | 689 | $220.0K | 0.00% | +67+10.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 678 | $216.5K | 0.00% | −1,694−71.4% | Reduced |
| Fonville Wealth Management LLC | 676 | $215.7K | 0.07% | +676 | New |
| Dynamic Technology Lab Private Ltd | 675 | $215.0K | 0.02% | −142−17.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 664 | $211.9K | 0.01% | +664 | New |
| Quadrant Capital Group LLC | 636 | $203.0K | 0.01% | +6+1.0% | Added |
| Cyndeo Wealth Partners, LLC | 636 | $203.0K | 0.01% | +636 | New |
| Schechter Investment Advisors, LLC | 629 | $200.7K | 0.01% | +629 | New |
| Principal Securities, Inc. | 625 | $199.4K | 0.00% | +93+17.5% | Added |
| HM Payson & Co | 600 | $191.5K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 577 | $184.1K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 485 | $154.8K | 0.00% | +485 | New |
| Fifth Third Bancorp | 472 | $150.6K | 0.00% | +108+29.7% | Added |
| Brown Brothers Harriman & Co | 423 | $135.0K | 0.00% | +11+2.7% | Added |
| Umb Bank N A | 413 | $131.8K | 0.00% | +56+15.7% | Added |
| Beach Investment Counsel Inc | 400 | $128.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 396 | $126.2K | 0.00% | −8−2.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 375 | $119.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 363 | $116.0K | 0.07% | +156+75.4% | Added |
| Bokf, NA | 345 | $109.4K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 331 | $105.6K | 0.01% | +331 | New |
| GAMMA Investing LLC | 313 | $99.9K | 0.01% | +130+71.0% | Added |
| Harbor Investment Advisory, LLC | 283 | $90.3K | 0.01% | +61+27.5% | Added |
| Aster Capital Management (DIFC) Ltd | 256 | $81.7K | 0.02% | +256 | New |
| Versant Capital Management, Inc | 246 | $78.5K | 0.02% | +1+0.4% | Added |
| Ronald Blue Trust, Inc. | 250 | $74.0K | 0.00% | +139+125.2% | Added |
| CVA Family Office, LLC | 230 | $73.4K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 184 | $58.7K | 0.00% | −12−6.1% | Reduced |
| Farther Finance Advisors, LLC | 182 | $58.1K | 0.00% | +88+93.6% | Added |
| Point72 Hong Kong Ltd | 181 | $57.9K | 0.00% | +181 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 173 | $54.9K | 0.00% | −54−23.8% | Reduced |
| First Horizon Advisors, Inc. | 171 | $54.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 166 | $53.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 165 | $52.7K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 141 | $45.0K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 121 | $38.6K | 0.00% | +61+101.7% | Added |
| DT Investment Partners, LLC | 120 | $38.3K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 111 | $35.4K | 0.00% | +6+5.7% | Added |
| Allworth Financial LP | 106 | $33.8K | 0.00% | −11−9.4% | Reduced |
| Elequin Capital LP | 93 | $29.7K | 0.00% | +93 | New |
| V-Square Quantitative Management LLC | 93 | $29.7K | 0.00% | +93 | New |
| Private Trust Co NA | 84 | $26.8K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 83 | $26.5K | 0.00% | +20+31.7% | Added |
| Financial Network Wealth Advisors LLC | 81 | $25.8K | 0.02% | +2+2.5% | Added |
| Bell Investment Advisors, Inc | 79 | $25.2K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 79 | $25.2K | 0.00% | +27+51.9% | Added |
| GWM Advisors LLC | 77 | $24.7K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 76 | $24.4K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 76 | $24.3K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 75 | $23.9K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 72 | $23.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 69 | $22.0K | 0.00% | +33+91.7% | Added |
| Capital Advisors, Ltd. LLC | 70 | $22.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 63 | $20.0K | 0.00% | −83−56.8% | Reduced |
| Centerpoint Advisors, LLC | 62 | $20.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 61 | $19.4K | 0.00% | +18+41.9% | Added |
| Tucker Asset Management LLC | 57 | $18.2K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 53 | $16.9K | 0.00% | +53 | New |
| Quarry LP | 52 | $16.6K | 0.01% | +42+420.0% | Added |
| GeoWealth Management, LLC | 44 | $14.0K | 0.00% | +44 | New |
| Wolff Wiese Magana LLC | 38 | $12.1K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 31 | $9.89K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 28 | $8.88K | 0.00% | +5+21.7% | Added |
| IFP Advisors, Inc | 27 | $8.62K | 0.00% | −4−12.9% | Reduced |
| Global Retirement Partners, LLC | 27 | $8.62K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 25 | $7.98K | 0.00% | +1+4.2% | Added |
| Skopos Labs, Inc. | 25 | $7.98K | 0.00% | +25 | New |
| FinTrust Capital Advisors, LLC | 24 | $7.66K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 24 | $7.66K | 0.00% | +16+200.0% | Added |
| LGT Financial Advisors LLC | 23 | $7.34K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 23 | $7.34K | 0.00% | +19+475.0% | Added |
| Kiely Wealth Advisory Group, Inc. | 20 | $7.03K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 22 | $7.02K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 19 | $6.06K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 19 | $6.06K | 0.00% | +10+111.1% | Added |
| Atlantic Private Wealth, LLC | 16 | $5.11K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 15 | $4.79K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 13 | $4.15K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 10 | $3.19K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 10 | $3.19K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 12 | $3.00K | 0.00% | +12 | New |
| Tortoise Investment Management, LLC | 9 | $2.87K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 9 | $2.87K | 0.00% | +9 | New |
| Farmers & Merchants Investments Inc | 8 | $2.55K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 8 | $2.55K | 0.00% | +8 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $2.23K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 7 | $2.23K | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 6 | $1.92K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6 | $1.92K | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 6 | $1.92K | 0.00% | +6 | New |
| Montag A & Associates Inc | 6 | $1.81K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 5 | $1.60K | 0.00% | 00.0% | Unchanged |