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, Q4 2024
Institutional positions in Morningstar, Inc. as of Dec 31, 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
- 451
- +47 vs. Q3 2024
- Shares held
- 25.7M
- −65.7K (−0.3%) vs. Q3 2024
- Total value
- $8.67B
- +$438.4M (+5.3%) vs. Q3 2024
- New holders
- 75
- 157 more added
- Sold out
- 28
- 145 more reduced
8 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Morningstar, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 2,803,611 | $944.1M | 0.02% | +51,598+1.9% | Added |
| BlackRock, Inc. | 2,667,753 | $898.4M | 0.02% | +90,894+3.5% | Added |
| Morgan Stanley | 2,056,910 | $692.7M | 0.05% | −19,624−0.9% | Reduced |
| Select Equity Group, L.P. | 1,374,435 | $462.9M | 1.89% | −384,886−21.9% | Reduced |
| Bamco Inc | 1,305,155 | $439.5M | 1.14% | −4330.0% | Reduced |
| Bank of America Corp | 1,303,330 | $438.9M | 0.04% | −253,258−16.3% | Reduced |
| Wellington Management Group LLP | 1,080,599 | $363.9M | 0.07% | +130,087+13.7% | Added |
| Massachusetts Financial Services Co | 1,016,306 | $342.3M | 0.11% | −185,402−15.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 975,193 | $328.4M | 0.76% | −67,889−6.5% | Reduced |
| State Street Corp | 841,634 | $283.4M | 0.01% | +37,341+4.6% | Added |
| Wasatch Advisors Inc | 690,154 | $232.4M | 1.15% | −5,869−0.8% | Reduced |
| Price T Rowe Associates Inc | 668,889 | $225.3M | 0.03% | −16,303−2.4% | Reduced |
| Geode Capital Management, LLC | 561,431 | $189.1M | 0.01% | +64,020+12.9% | Added |
| FMR LLC | 399,585 | $134.6M | 0.01% | −935−0.2% | Reduced |
| Liontrust Investment Partners LLP | 333,631 | $112.4M | 1.63% | −69,144−17.2% | Reduced |
| Norges Bank | 331,673 | $111.7M | 0.01% | +6,151+1.9% | Added |
| Dimensional Fund Advisors LP | 305,014 | $102.7M | 0.02% | +13,155+4.5% | Added |
| Bank of New York Mellon Corp | 288,031 | $97.0M | 0.02% | +5,169+1.8% | Added |
| Millennium Management LLC | 287,658 | $96.9M | 0.08% | −207,448−41.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 272,951 | $90.7M | 0.15% | −447−0.2% | Reduced |
| Goldman Sachs Group Inc | 232,483 | $78.3M | 0.02% | +16,828+7.8% | Added |
| Northern Trust Corp | 230,149 | $77.5M | 0.01% | +36,133+18.6% | Added |
| Charles Schwab Investment Management Inc | 194,195 | $65.4M | 0.01% | +2,430+1.3% | Added |
| Invesco Ltd. | 194,182 | $65.4M | 0.01% | +77,042+65.8% | Added |
| JPMorgan Chase & Co | 190,655 | $64.2M | 0.01% | −11,485−5.7% | Reduced |
| Renaissance Technologies LLC | 188,370 | $63.4M | 0.09% | +4,900+2.7% | Added |
| M&G Plc | 176,670 | $59.5M | 0.37% | −6,138−3.4% | Reduced |
| Royce & Associates LP | 170,680 | $57.5M | 0.53% | −20,610−10.8% | Reduced |
| Balyasny Asset Management LLC | 168,026 | $56.6M | 0.13% | +168,026 | New |
| Premier Fund Managers Ltd | 150,000 | $50.7M | 1.81% | +150,000 | New |
| SEI Investments Co | 136,939 | $46.1M | 0.06% | +1,884+1.4% | Added |
| American Capital Management Inc | 128,692 | $43.3M | 1.61% | −15,539−10.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 117,156 | $39.5M | 0.03% | +90,466+339.0% | Added |
| UBS Group AG | 107,885 | $36.3M | 0.01% | +90,121+507.3% | Added |
| Copeland Capital Management, LLC | 105,402 | $35.5M | 0.66% | −1,630−1.5% | Reduced |
| Citadel Advisors LLC | 105,357 | $35.5M | 0.03% | −12,713−10.8% | Reduced |
| Schroder Investment Management Group | 100,185 | $33.8M | 0.03% | +100,185 | New |
| UBS Asset Management Americas Inc | 98,337 | $33.1M | 0.01% | +9,658+10.9% | Added |
| Envestnet Asset Management Inc | 94,135 | $31.7M | 0.01% | +17,139+22.3% | Added |
| Praesidium Investment Management Company, LLC | 90,058 | $30.3M | 5.09% | −8,708−8.8% | Reduced |
| Nuveen Asset Management, LLC | 90,029 | $30.3M | 0.01% | +18,535+25.9% | Added |
| Wells Fargo & Company | 87,008 | $29.3M | 0.01% | −1,568−1.8% | Reduced |
| DF Dent & Co Inc | 85,678 | $28.9M | 0.37% | −2,700−3.1% | Reduced |
| Principal Financial Group Inc | 78,639 | $26.5M | 0.01% | −6,206−7.3% | Reduced |
| Rhumbline Advisers | 77,142 | $26.0M | 0.02% | −91−0.1% | Reduced |
| Parnassus Investments | 70,111 | $23.6M | 0.05% | −923−1.3% | Reduced |
| Boston Financial Mangement LLC | 65,924 | $22.2M | 0.67% | +4,299+7.0% | Added |
| Confluence Investment Management LLC | 63,393 | $21.3M | 0.30% | −1,039−1.6% | Reduced |
| Nordea Investment Management AB | 57,505 | $19.5M | 0.02% | +1,963+3.5% | Added |
| Chicago Capital, LLC | 57,687 | $19.4M | 0.52% | −509−0.9% | Reduced |
| Nicholas Company, Inc. | 56,630 | $19.1M | 0.31% | +30,320+115.2% | Added |
| Swiss National Bank | 54,800 | $18.5M | 0.01% | +600+1.1% | Added |
| Congress Asset Management Co | 49,043 | $16.5M | 0.11% | +7,416+17.8% | Added |
| Raymond James Financial Inc | 48,986 | $16.5M | 0.01% | +48,986 | New |
| Legal & General Group Plc | 46,245 | $15.6M | 0.00% | +113+0.2% | Added |
| California Public Employees Retirement System | 44,829 | $15.1M | 0.01% | −3,236−6.7% | Reduced |
| TownSquare Capital, LLC | 42,075 | $14.2M | 0.16% | +116+0.3% | Added |
| Qube Research & Technologies Ltd | 42,000 | $14.1M | 0.02% | +9,927+31.0% | Added |
| Ci Investments Inc. | 38,720 | $13.0M | 0.05% | −3,826−9.0% | Reduced |
| Algert Global LLC | 37,086 | $12.5M | 0.29% | +11,577+45.4% | Added |
| Segall Bryant & Hamill, LLC | 36,832 | $12.4M | 0.17% | +2,927+8.6% | Added |
| Two Sigma Investments, LP | 36,237 | $12.2M | 0.03% | +36,237 | New |
| Barlow Wealth Partners, Inc. | 35,962 | $11.8M | 1.49% | +1,818+5.3% | Added |
| Alliancebernstein L.P. | 34,728 | $11.7M | 0.00% | +1,727+5.2% | Added |
| Retirement Systems of Alabama | 32,851 | $11.1M | 0.04% | +66+0.2% | Added |
| Teacher Retirement System of Texas | 32,751 | $11.0M | 0.04% | +24,325+288.7% | Added |
| Asset Management One Co.,Ltd. | 31,135 | $10.5M | 0.04% | −5,614−15.3% | Reduced |
| Ameriprise Financial Inc | 31,074 | $10.5M | 0.00% | −977−3.0% | Reduced |
| Corebridge Financial, Inc. | 30,875 | $10.4M | 0.06% | −1,353−4.2% | Reduced |
| First Trust Advisors LP | 29,886 | $10.1M | 0.01% | +1,681+6.0% | Added |
| National Bank of Canada | 28,121 | $9.47M | 0.01% | +1,008+3.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 27,906 | $9.40M | 0.02% | +4,975+21.7% | Added |
| California State Teachers Retirement System | 25,970 | $8.75M | 0.01% | −247−0.9% | Reduced |
| Kornitzer Capital Management Inc | 25,834 | $8.70M | 0.17% | −490−1.9% | Reduced |
| Marks Group Wealth Management, Inc | 25,261 | $8.51M | 0.84% | +171+0.7% | Added |
| MUFG Securities EMEA plc | 24,999 | $8.42M | 0.16% | −10.0% | Reduced |
| State Board of Administration of Florida Retirement System | 24,853 | $8.37M | 0.02% | −30−0.1% | Reduced |
| Pinebridge Investments, L.P. | 23,880 | $8.04M | 0.06% | +18,793+369.4% | Added |
| Motley Fool Wealth Management, LLC | 23,731 | $7.94M | 0.41% | −734−3.0% | Reduced |
| Great West Life Assurance Co | 22,989 | $7.72M | 0.01% | +315+1.4% | Added |
| Manufacturers Life Insurance Company, The | 22,492 | $7.57M | 0.01% | −394−1.7% | Reduced |
| Fisher Asset Management, LLC | 22,001 | $7.41M | 0.00% | +659+3.1% | Added |
| Voleon Capital Management LP | 21,915 | $7.38M | 0.55% | +21,915 | New |
| Barclays PLC | 21,469 | $7.23M | 0.00% | +4,906+29.6% | Added |
| Cooper Investors Pty Ltd | 21,273 | $7.16M | 1.13% | +21,273 | New |
| Two Sigma Advisers, LP | 20,600 | $6.94M | 0.02% | +18,300+795.7% | Added |
| SW Investment Management LLC | 20,000 | $6.74M | 1.58% | +20,000 | New |
| Bank of Nova Scotia | 19,000 | $6.40M | 0.01% | −12,926−40.5% | Reduced |
| Capitolis Liquid Global Markets LLC | 19,000 | $6.40M | 0.06% | 00.0% | Unchanged |
| Stifel Financial Corp | 18,633 | $6.27M | 0.01% | +284+1.5% | Added |
| Royal Bank of Canada | 17,934 | $6.04M | 0.00% | +4,288+31.4% | Added |
| Prudential Financial Inc | 17,353 | $5.84M | 0.01% | +5,677+48.6% | Added |
| Victory Capital Management Inc | 16,626 | $5.60M | 0.01% | +783+4.9% | Added |
| Man Group plc | 16,618 | $5.60M | 0.02% | +3,113+23.1% | Added |
| MetLife Investment Management | 16,401 | $5.52M | 0.03% | +1,242+8.2% | Added |
| HighTower Advisors, LLC | 16,068 | $5.41M | 0.01% | +102+0.6% | Added |
| Tribune Investment Group LP | 16,000 | $5.39M | 3.02% | +16,000 | New |
| Natixis | 15,902 | $5.36M | 0.04% | −16,000−50.2% | Reduced |
| Motley Fool Asset Management LLC | 15,796 | $5.32M | 0.28% | +1,362+9.4% | Added |
| Russell Investments Group, Ltd. | 15,606 | $5.26M | 0.01% | −5,057−24.5% | Reduced |