Morningstar, Inc.

MORN

Exchange: Nasdaq
Industry: Investment Advice
SEC CIK: 0001289419

SEC filings (opens in a new tab)

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.

Q4 2024 vs. Q3 2024

How the institutions holding Morningstar, Inc. changed between Q3 2024 and Q4 2024.

All holders in Q4 2024 All holders in Q3 2024

13F holders of MORN: Q3 2024 compared with Q4 2024
Measure	Q3 2024	Of which not filed for Q4 2024	Q4 2024	Change
Holders	412	8	451	+47
Shares	25.9M	63.2K	25.7M	−65.7K (−0.3%)
Value	$8.25B	$20.8M	$8.67B	+$438.4M (+5.3%)

8 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (75)

Institutions that held Morningstar, Inc. at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to MORN in Q4 2024
Institution	Shares	Value	% of portfolio
Balyasny Asset Management LLC	168,026	$56.6M	0.13%
Premier Fund Managers Ltd	150,000	$50.7M	1.81%
Schroder Investment Management Group	100,185	$33.8M	0.03%
Raymond James Financial Inc	48,986	$16.5M	0.01%
Two Sigma Investments, LP	36,237	$12.2M	0.03%
Voleon Capital Management LP	21,915	$7.38M	0.55%
Cooper Investors Pty Ltd	21,273	$7.16M	1.13%
SW Investment Management LLC	20,000	$6.74M	1.58%
Tribune Investment Group LP	16,000	$5.39M	3.02%
United Capital Financial Advisers, LLC	12,919	$4.35M	0.04%
Waratah Capital Advisors Ltd.	10,896	$3.67M	0.21%
Susquehanna Fundamental Investments, LLC	10,188	$3.43M	0.06%
Police & Firemen's Retirement System of New Jersey	9,610	$3.24M	0.03%
Grandeur Peak Global Advisors, LLC	6,499	$2.19M	0.19%
KLP Kapitalforvaltning AS	5,600	$1.89M	0.01%
Ofi Invest Asset Management	5,700	$1.85M	0.04%
Fieldview Capital Management, LLC	5,117	$1.72M	0.27%
Bradyco, Inc.	4,864	$1.64M	1.01%
Cinctive Capital Management LP	4,313	$1.45M	0.08%
Nomura Holdings Inc	3,585	$1.21M	0.01%
Bryce Point Capital, LLC	3,001	$1.01M	0.29%
Mackenzie Financial Corp	2,716	$914.6K	0.00%
Loomis Sayles & Co L P	2,483	$836.0K	0.00%
D. E. Shaw & Co., Inc.	2,481	$835.5K	0.00%
HRT Financial LP	2,435	$820.0K	0.00%
Omers Administration Corp	2,200	$740.9K	0.01%
Occudo Quantitative Strategies LP	2,111	$710.9K	0.13%
Illinois Municipal Retirement Fund	2,085	$702.1K	0.01%
Graham Capital Management, L.P.	1,774	$597.4K	0.02%
Lazard Asset Management LLC	1,690	$569.0K	0.00%
Catalyst Funds Management Pty Ltd	1,625	$547.2K	0.14%
Naviter Wealth, LLC	1,540	$518.6K	0.06%
Smith Group Asset Management, LLC	1,390	$468.1K	0.03%
Alberta Investment Management Corp	1,256	$423.0K	0.00%
Quadrature Capital Ltd	1,220	$410.8K	0.01%
RFG - Bristol Wealth Advisors, LLC	1,201	$404.5K	0.13%
Callan Family Office, LLC	782	$263.3K	0.02%
Genesis Private Wealth, LLC	770	$259.3K	0.14%
Two Sigma Securities, LLC	765	$257.6K	0.05%
Atomi Financial Group, Inc.	729	$245.5K	0.01%
Bayforest Capital Ltd	715	$240.8K	0.30%
Everence Capital Management Inc	700	$236.0K	0.02%
Glenview Trust Co	674	$227.0K	0.00%
GK Wealth Management LLC	673	$226.6K	0.29%
Forum Financial Management, LP	662	$222.9K	0.00%
Kovitz Investment Group Partners, LLC	654	$220.2K	0.00%
Longboard Asset Management, LP	635	$213.8K	0.57%
Evergreen Capital Management LLC	634	$213.5K	0.01%
Rafferty Asset Management, LLC	617	$207.8K	0.00%
Willner & Heller, LLC	616	$207.5K	0.18%
Corton Capital Inc.	612	$206.1K	0.12%
Roberts Glore & Co Inc	610	$205.4K	0.06%
Running Point Capital Advisors, LLC	600	$202.1K	0.07%
Bryn Mawr Trust Co	361	$121.6K	0.00%
Mizuho Bank, Ltd.	280	$94.3K	0.03%
WPG Advisers, LLC	245	$82.5K	0.08%
Johnson Financial Group, Inc.	215	$70.7K	0.00%
Longview Financial Advisors LLC	155	$52.2K	0.04%
R Squared Ltd	120	$40.4K	0.04%
Point72 (DIFC) Ltd	119	$40.0K	0.00%
MAI Capital Management	111	$37.4K	0.00%
Bradley & Co. Private Wealth Management, LLC	83	$28.0K	0.02%
SBI Securities Co., Ltd.	21	$7.07K	0.00%
Whipplewood Advisors, LLC	18	$6.06K	0.00%
Bank of Jackson Hole Trust	12	$4.04K	0.00%
Simplex Trading, LLC	11	$3.00K	0.00%
Horizon Investments, LLC	7	$2.35K	0.00%
AdvisorNet Financial, Inc	5	$1.68K	0.00%
Larson Financial Group LLC	3	$1.01K	0.00%
Hexagon Capital Partners LLC	3	$1.01K	0.00%
HHM Wealth Advisors, LLC	2	$674	0.00%
Caitong International Asset Management Co., Ltd	2	$674	0.00%
Global Financial Private Client, LLC	1	$337	0.00%
Parkworth Wealth Management, Inc.	1	$337	0.00%
WealthTrak Capital Management LLC	1	$337	0.00%

Sold out (28)

Institutions that held Morningstar, Inc. at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of MORN in Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Canada Pension Plan Investment Board	27,958	$8.92M
Trexquant Investment LP	13,841	$4.42M
Campbell & CO Investment Adviser LLC	8,867	$2.83M
Azzad Asset Management Inc	8,294	$2.65M
Intech Investment Management LLC	7,773	$2.48M
TrimTabs Asset Management, LLC	4,849	$1.55M
Edgestream Partners, L.P.	4,778	$1.52M
Black Creek Investment Management Inc.	2,900	$925.4K
Williams Jones Wealth Management, LLC.	2,600	$829.7K
Jefferies Financial Group Inc.	2,317	$739.4K
Virtu Financial LLC	1,771	$565.0K
Susquehanna Portfolio Strategies, LLC	1,352	$431.4K
Nebula Research & Development LLC	1,327	$423.5K
Mercer Global Advisors Inc	1,273	$403.0K
Sherbrooke Park Advisers LLC	1,247	$397.9K
Heartland Bank & Trust Co	1,130	$360.6K
Walleye Capital LLC	944	$301.2K
Cannon Global Investment Management, LLC	900	$287.2K
Summit Trail Advisors, LLC	810	$258.5K
Marshall Wace, LLP	718	$229.1K
Beach Investment Counsel Inc	400	$128.0K
DT Investment Partners, LLC	120	$38.3K
Elequin Capital LP	93	$29.7K
Acadian Asset Management LLC	63	$20.0K
Capital Performance Advisors LLP	9	$2.87K
Reuter James Wealth Management, LLC	6	$1.92K
Ashton Thomas Securities, LLC	4	$1.28K
Claris Advisors, LLC	1	$319

Not filed for Q4 2024 yet (8)

Institutions that held Morningstar, Inc. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MORN in Q3 2024 that haven't filed for Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Scout Investments, Inc.	38,863	$13.2M
B. Metzler seel. Sohn & Co. Holding AG	9,968	$3.18M
Raymond James & Associates	6,375	$2.03M
ClariVest Asset Management LLC	6,134	$1.81M
Raymond James Trust N.A.	1,144	$365.1K
Raymond James Financial Services Advisors, Inc.	678	$216.5K
FinTrust Capital Advisors, LLC	24	$7.66K
First Personal Financial Services	1	$320