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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 417 | $140.4K | 0.00% | −55−11.7% | Reduced |
| Brown Brothers Harriman & Co | 423 | $142.4K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 431 | $145.1K | 0.00% | −54−11.1% | Reduced |
| Umb Bank N A | 467 | $157.3K | 0.00% | +54+13.1% | Added |
| GAMMA Investing LLC | 467 | $157.3K | 0.01% | +154+49.2% | Added |
| North Star Investment Management Corp. | 517 | $174.1K | 0.01% | −60−10.4% | Reduced |
| Quarry LP | 542 | $182.5K | 0.04% | +490+942.3% | Added |
| HM Payson & Co | 600 | $202.1K | 0.00% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 600 | $202.1K | 0.07% | +600 | New |
| Roberts Glore & Co Inc | 610 | $205.4K | 0.06% | +610 | New |
| Schechter Investment Advisors, LLC | 612 | $206.1K | 0.02% | −17−2.7% | Reduced |
| Corton Capital Inc. | 612 | $206.1K | 0.12% | +612 | New |
| Willner & Heller, LLC | 616 | $207.5K | 0.18% | +616 | New |
| Rafferty Asset Management, LLC | 617 | $207.8K | 0.00% | +617 | New |
| Keybank National Association | 625 | $210.5K | 0.00% | −83−11.7% | Reduced |
| Quadrant Capital Group LLC | 630 | $212.2K | 0.01% | −6−0.9% | Reduced |
| Evergreen Capital Management LLC | 634 | $213.5K | 0.01% | +634 | New |
| Longboard Asset Management, LP | 635 | $213.8K | 0.57% | +635 | New |
| Cyndeo Wealth Partners, LLC | 636 | $214.2K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 639 | $215.0K | 0.00% | −1,395−68.6% | Reduced |
| Fonville Wealth Management LLC | 646 | $217.5K | 0.07% | −30−4.4% | Reduced |
| Point72 Hong Kong Ltd | 647 | $217.8K | 0.01% | +466+257.5% | Added |
| Kovitz Investment Group Partners, LLC | 654 | $220.2K | 0.00% | +654 | New |
| Forum Financial Management, LP | 662 | $222.9K | 0.00% | +662 | New |
| Meiji Yasuda Asset Management Co Ltd. | 664 | $223.6K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 670 | $225.6K | 0.01% | −109−14.0% | Reduced |
| GK Wealth Management LLC | 673 | $226.6K | 0.29% | +673 | New |
| Glenview Trust Co | 674 | $227.0K | 0.00% | +674 | New |
| Claret Asset Management Corp | 693 | $233.0K | 0.04% | +5+0.7% | Added |
| Baker Tilly Wealth Management, LLC | 696 | $234.4K | 0.09% | −1−0.1% | Reduced |
| Amundi | 728 | $234.7K | 0.00% | −192,048−99.6% | Reduced |
| Everence Capital Management Inc | 700 | $236.0K | 0.02% | +700 | New |
| Principal Securities, Inc. | 705 | $237.4K | 0.01% | +80+12.8% | Added |
| Bayforest Capital Ltd | 715 | $240.8K | 0.30% | +715 | New |
| Atomi Financial Group, Inc. | 729 | $245.5K | 0.01% | +729 | New |
| XTX Topco Ltd | 760 | $255.9K | 0.02% | −1,539−66.9% | Reduced |
| Bank of Stockton | 760 | $255.9K | 0.08% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 765 | $257.6K | 0.05% | +765 | New |
| HBK Sorce Advisory LLC | 769 | $259.0K | 0.01% | −34−4.2% | Reduced |
| Genesis Private Wealth, LLC | 770 | $259.3K | 0.14% | +770 | New |
| Fifth Third Wealth Advisors LLC | 772 | $260.0K | 0.01% | −9−1.2% | Reduced |
| Associated Banc-Corp | 775 | $261.0K | 0.01% | +10+1.3% | Added |
| Spears Abacus Advisors LLC | 782 | $263.3K | 0.01% | −8−1.0% | Reduced |
| Callan Family Office, LLC | 782 | $263.3K | 0.02% | +782 | New |
| Stonegate Investment Group, LLC | 788 | $265.4K | 0.01% | +24+3.1% | Added |
| Machina Capital S.A.S. | 817 | $275.1K | 0.12% | −225−21.6% | Reduced |
| Shell Asset Management Co | 837 | $282.0K | 0.01% | −2−0.2% | Reduced |
| Invesco, LLC | 888 | $299.0K | 0.12% | −112−11.2% | Reduced |
| QRG Capital Management, Inc. | 890 | $299.7K | 0.00% | +58+7.0% | Added |
| Angeles Wealth Management, LLC | 925 | $311.5K | 0.03% | 00.0% | Unchanged |
| Leonteq Securities AG | 956 | $321.9K | 0.03% | +112+13.3% | Added |
| Quest Partners LLC | 979 | $329.7K | 0.04% | −11,764−92.3% | Reduced |
| Petrus Trust Company, LTA | 997 | $335.8K | 0.03% | +294+41.8% | Added |
| Wallace Advisory Group, LLC | 1,061 | $338.6K | 0.23% | −83−7.3% | Reduced |
| Diversify Advisory Services, LLC | 1,072 | $338.7K | 0.02% | −67−5.9% | Reduced |
| Shelton Capital Management | 1,038 | $349.6K | 0.01% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 1,052 | $354.3K | 0.05% | +5+0.5% | Added |
| Oppenheimer & Co Inc | 1,073 | $361.3K | 0.01% | +244+29.4% | Added |
| Fiduciary Trust Co | 1,080 | $363.7K | 0.00% | −112−9.4% | Reduced |
| Panagora Asset Management Inc | 1,118 | $376.5K | 0.00% | +4+0.4% | Added |
| KBC Group NV | 1,125 | $379.0K | 0.00% | +436+63.3% | Added |
| Cottonwood Capital Advisors, LLC | 1,135 | $382.2K | 0.27% | +127+12.6% | Added |
| CWM, LLC | 1,138 | $383.0K | 0.00% | +17+1.5% | Added |
| Capital Investment Counsel, Inc | 1,150 | $387.3K | 0.06% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 1,178 | $396.7K | 0.01% | +35+3.1% | Added |
| RFG - Bristol Wealth Advisors, LLC | 1,201 | $404.5K | 0.13% | +1,201 | New |
| Quadrature Capital Ltd | 1,220 | $410.8K | 0.01% | +1,220 | New |
| Sanctuary Advisors, LLC | 1,254 | $414.4K | 0.00% | −34−2.6% | Reduced |
| Parallel Advisors, LLC | 1,237 | $416.6K | 0.01% | −38−3.0% | Reduced |
| Ballentine Partners, LLC | 1,248 | $420.3K | 0.01% | +13+1.1% | Added |
| Alberta Investment Management Corp | 1,256 | $423.0K | 0.00% | +1,256 | New |
| ProShare Advisors LLC | 1,263 | $425.3K | 0.00% | +87+7.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 1,269 | $427.3K | 0.00% | +265+26.4% | Added |
| Jane Street Group, LLC | 1,311 | $441.5K | 0.00% | −1,722−56.8% | Reduced |
| CIBC Asset Management Inc | 1,327 | $446.9K | 0.00% | +68+5.4% | Added |
| Dearborn Partners LLC | 1,330 | $447.9K | 0.02% | +272+25.7% | Added |
| Smith Group Asset Management, LLC | 1,390 | $468.1K | 0.03% | +1,390 | New |
| Cadent Capital Advisors, LLC | 1,396 | $470.1K | 0.16% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 1,453 | $489.2K | 0.00% | −877−37.6% | Reduced |
| Park Avenue Securities LLC | 1,464 | $493.0K | 0.01% | +429+41.4% | Added |
| Boothbay Fund Management, LLC | 1,468 | $494.4K | 0.02% | +554+60.6% | Added |
| Connable Office Inc | 1,470 | $495.0K | 0.05% | 00.0% | Unchanged |
| Franklin Resources Inc | 1,483 | $499.4K | 0.00% | 00.0% | Unchanged |
| Dempze Nancy E | 1,494 | $503.1K | 0.29% | −1,000−40.1% | Reduced |
| Dundas Partners LLP | 1,522 | $512.5K | 0.04% | +623+69.3% | Added |
| Maryland State Retirement & Pension System | 1,525 | $513.6K | 0.01% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 1,540 | $518.6K | 0.06% | +1,540 | New |
| Great Valley Advisor Group, Inc. | 1,559 | $525.1K | 0.01% | +35+2.3% | Added |
| Tower Research Capital LLC (TRC) | 1,577 | $531.1K | 0.01% | +867+122.1% | Added |
| Welch & Forbes LLC | 1,609 | $541.8K | 0.01% | −125−7.2% | Reduced |
| Catalyst Funds Management Pty Ltd | 1,625 | $547.2K | 0.14% | +1,625 | New |
| Crossmark Global Holdings, Inc. | 1,629 | $549.0K | 0.01% | −629−27.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 1,643 | $553.2K | 0.00% | +191+13.2% | Added |
| Lazard Asset Management LLC | 1,690 | $569.0K | 0.00% | +1,690 | New |
| Toroso Investments, LLC | 1,695 | $570.8K | 0.00% | +487+40.3% | Added |
| Benjamin Edwards Inc | 1,700 | $572.6K | 0.01% | +138+8.8% | Added |
| Mariner, LLC | 1,705 | $574.0K | 0.00% | +165+10.7% | Added |
| Graham Capital Management, L.P. | 1,774 | $597.4K | 0.02% | +1,774 | New |
| Deutsche Bank AG | 1,798 | $605.5K | 0.00% | +42+2.4% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 1,807 | $608.5K | 0.27% | +2+0.1% | Added |