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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.

Institutional holdersQ4 2024: 451 institutions
Q1 2021: 309 institutionsQ2 2021: 295 institutionsQ3 2021: 318 institutionsQ4 2021: 341 institutionsQ1 2022: 336 institutionsQ2 2022: 325 institutionsQ3 2022: 311 institutionsQ4 2022: 318 institutionsQ1 2023: 302 institutionsQ2 2023: 294 institutionsQ3 2023: 325 institutionsQ4 2023: 353 institutionsQ1 2024: 385 institutionsQ2 2024: 393 institutionsQ3 2024: 412 institutionsQ4 2024: 451 institutionsQ1 2025: 464 institutionsQ2 2025: 481 institutionsQ3 2025: 452 institutionsQ4 2025: 475 institutionsQ1 2026: 447 institutionsQ2 2026: 420 institutions
Value heldQ4 2024: $8.67B
Q1 2021: $4.83BQ2 2021: $5.62BQ3 2021: $5.83BQ4 2021: $7.92BQ1 2022: $6.41BQ2 2022: $5.67BQ3 2022: $4.99BQ4 2022: $5.14BQ1 2023: $4.85BQ2 2023: $4.79BQ3 2023: $6.17BQ4 2023: $7.22BQ1 2024: $7.92BQ2 2024: $7.63BQ3 2024: $8.25BQ4 2024: $8.67BQ1 2025: $7.57BQ2 2025: $8.05BQ3 2025: $5.78BQ4 2025: $5.27BQ1 2026: $3.99BQ2 2026: $3.79B
Institutions holding MORN and their total value by quarter
QuarterHoldersValue
Q2 2026420$3.79B
Q1 2026447$3.99B
Q4 2025475$5.27B
Q3 2025452$5.78B
Q2 2025481$8.05B
Q1 2025464$7.57B
Q4 2024451$8.67B
Q3 2024412$8.25B
Q2 2024393$7.63B
Q1 2024385$7.92B
Q4 2023353$7.22B
Q3 2023325$6.17B
Q2 2023294$4.79B
Q1 2023302$4.85B
Q4 2022318$5.14B
Q3 2022311$4.99B
Q2 2022325$5.67B
Q1 2022336$6.41B
Q4 2021341$7.92B
Q3 2021318$5.83B
Q2 2021295$5.62B
Q1 2021309$4.83B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Morningstar, Inc.; share changes are against Q3 2024.

Institutions holding MORN in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Activest Wealth Management0$1100.00%0Unchanged
Parkside Financial Bank & Trust1$3370.00%00.0%Unchanged
TFC Financial Management1$3370.00%00.0%Unchanged
Global Financial Private Client, LLC1$3370.00%+1New
Parkworth Wealth Management, Inc.1$3370.00%+1New
WealthTrak Capital Management LLC1$3370.00%+1New
Caitlin John, LLC2$6740.00%00.0%Unchanged
Albion Financial Group2$6740.00%00.0%Unchanged
HHM Wealth Advisors, LLC2$6740.00%+2New
Caitong International Asset Management Co., Ltd2$6740.00%+2New
Larson Financial Group LLC3$1.01K0.00%+3New
Hexagon Capital Partners LLC3$1.01K0.00%+3New
Financial Network Wealth Advisors LLC5$1.68K0.00%−76−93.8%Reduced
SJS Investment Consulting Inc.5$1.68K0.00%−1−16.7%Reduced
Manchester Capital Management LLC5$1.68K0.00%00.0%Unchanged
JNBA Financial Advisors5$1.68K0.00%00.0%Unchanged
WealthCollab, LLC5$1.68K0.00%00.0%Unchanged
AdvisorNet Financial, Inc5$1.68K0.00%+5New
Montag A & Associates Inc6$1.91K0.00%00.0%Unchanged
Harbour Investments, Inc.6$2.02K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC7$2.29K0.00%+2+40.0%Added
Horizon Investments, LLC7$2.35K0.00%+7New
DiNuzzo Private Wealth, Inc.7$2.36K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc8$2.69K0.00%00.0%Unchanged
Financial Gravity Companies, Inc.8$2.69K0.00%00.0%Unchanged
TD Private Client Wealth LLC8$2.69K0.00%+1+14.3%Added
Simplex Trading, LLC11$3.00K0.00%+11New
Sachetta, LLC9$3.03K0.00%−1−10.0%Reduced
Tortoise Investment Management, LLC9$3.03K0.00%00.0%Unchanged
West Paces Advisors Inc.10$3.37K0.00%00.0%Unchanged
Bank of Jackson Hole Trust12$4.04K0.00%+12New
Asset Dedication, LLC13$4.38K0.00%00.0%Unchanged
Huntington National Bank13$4.38K0.00%−56−81.2%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.15$5.02K0.00%00.0%Unchanged
Atlantic Private Wealth, LLC16$5.39K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.17$5.72K0.00%−7−29.2%Reduced
Hemington Wealth Management19$6.00K0.00%+7+58.3%Added
Whipplewood Advisors, LLC18$6.06K0.00%+18New
Kiely Wealth Advisory Group, Inc.20$6.49K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC20$6.74K0.00%+1+5.3%Added
SBI Securities Co., Ltd.21$7.07K0.00%+21New
Webster Bank, N. A.22$7.41K0.00%00.0%Unchanged
Massmutual Trust Co FSB22$7.41K0.00%+3+15.8%Added
LGT Financial Advisors LLC23$7.75K0.02%00.0%Unchanged
JFS Wealth Advisors, LLC25$8.42K0.00%00.0%Unchanged
Global Retirement Partners, LLC26$8.76K0.00%−1−3.7%Reduced
IFP Advisors, Inc28$9.43K0.00%+1+3.7%Added
Skopos Labs, Inc.30$10.1K0.00%+5+20.0%Added
Frazier Financial Advisors, LLC31$10.5K0.01%00.0%Unchanged
Northwestern Mutual Wealth Management Co32$10.8K0.00%+9+39.1%Added
Wolff Wiese Magana LLC38$12.8K0.01%00.0%Unchanged
Tucker Asset Management LLC44$14.8K0.00%−13−22.8%Reduced
GeoWealth Management, LLC46$15.5K0.00%+2+4.5%Added
Geneos Wealth Management Inc.55$18.5K0.00%+2+3.8%Added
Jones Financial Companies LLLP61$20.5K0.00%00.0%Unchanged
Centerpoint Advisors, LLC62$21.0K0.01%00.0%Unchanged
Whittier Trust Co of Nevada Inc64$21.6K0.00%+59+1,180.0%Added
Ronald Blue Trust, Inc.65$21.9K0.00%−185−74.0%Reduced
Capital Advisors, Ltd. LLC70$24.0K0.00%00.0%Unchanged
Clearstead Advisors, LLC72$24.2K0.00%00.0%Unchanged
Lindbrook Capital, LLC73$24.6K0.00%−6−7.6%Reduced
Creative Financial Designs Inc73$24.6K0.00%−10−12.0%Reduced
Central Trust Co75$25.3K0.00%00.0%Unchanged
Rise Advisors, LLC76$25.7K0.01%00.0%Unchanged
Cedar Mountain Advisors, LLC76$25.7K0.01%00.0%Unchanged
GWM Advisors LLC77$26.1K0.00%00.0%Unchanged
Smartleaf Asset Management LLC78$26.3K0.00%+50+178.6%Added
Bell Investment Advisors, Inc79$26.6K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC83$28.0K0.02%+83New
Private Trust Co NA84$28.3K0.00%00.0%Unchanged
Allworth Financial LP110$36.3K0.00%+4+3.8%Added
MAI Capital Management111$37.4K0.00%+111New
Point72 (DIFC) Ltd119$40.0K0.00%+119New
R Squared Ltd120$40.4K0.04%+120New
Venturi Wealth Management, LLC122$41.1K0.00%+1+0.8%Added
Proequities, Inc.125$41.3K0.00%+14+12.6%Added
V-Square Quantitative Management LLC139$46.8K0.01%+46+49.5%Added
Quent Capital, LLC141$47.5K0.00%00.0%Unchanged
Mirae Asset Global ETFs Holdings Ltd.144$48.6K0.00%−29−16.8%Reduced
Longview Financial Advisors LLC155$52.2K0.04%+155New
Aster Capital Management (DIFC) Ltd163$54.9K0.02%−93−36.3%Reduced
Headlands Technologies LLC170$57.2K0.01%−1,410−89.2%Reduced
First Horizon Advisors, Inc.171$57.8K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC184$62.0K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC192$64.7K0.00%+26+15.7%Added
Johnson Financial Group, Inc.215$70.7K0.00%+215New
Harvest Fund Management Co., Ltd218$73.0K0.00%−517−70.3%Reduced
CVA Family Office, LLC230$77.5K0.01%00.0%Unchanged
WPG Advisers, LLC245$82.5K0.08%+245New
Whittier Trust Co271$91.3K0.00%+106+64.2%Added
Mizuho Bank, Ltd.280$94.3K0.03%+280New
Harbor Investment Advisory, LLC283$95.3K0.01%00.0%Unchanged
Versant Capital Management, Inc285$96.0K0.02%+39+15.9%Added
Bokf, NA345$109.0K0.00%00.0%Unchanged
Meeder Asset Management Inc331$111.5K0.01%00.0%Unchanged
Bryn Mawr Trust Co361$121.6K0.00%+361New
Cullen/Frost Bankers, Inc.375$126.3K0.00%00.0%Unchanged
Signaturefd, LLC389$130.9K0.00%−7−1.8%Reduced
Farther Finance Advisors, LLC407$137.1K0.00%+225+123.6%Added
Covestor Ltd416$140.0K0.09%+53+14.6%Added