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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 1,821 | $613.0K | 0.00% | +393+27.5% | Added |
| Dynamic Technology Lab Private Ltd | 1,860 | $626.0K | 0.10% | +1,185+175.6% | Added |
| Equitable Trust Co | 1,871 | $630.1K | 0.04% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,915 | $644.9K | 0.00% | +579+43.3% | Added |
| Verition Fund Management LLC | 1,946 | $655.3K | 0.00% | +530+37.4% | Added |
| Procyon Private Wealth Partners, LLC | 1,951 | $657.1K | 0.04% | −16−0.8% | Reduced |
| Cetera Investment Advisers | 2,077 | $699.5K | 0.00% | +154+8.0% | Added |
| Securian Asset Management, Inc | 2,080 | $700.5K | 0.02% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 2,085 | $702.1K | 0.01% | +2,085 | New |
| Engineers Gate Manager LP | 2,109 | $710.2K | 0.01% | −672−24.2% | Reduced |
| Occudo Quantitative Strategies LP | 2,111 | $710.9K | 0.13% | +2,111 | New |
| Gateway Investment Advisers LLC | 2,128 | $716.6K | 0.01% | 00.0% | Unchanged |
| Omers Administration Corp | 2,200 | $740.9K | 0.01% | +2,200 | New |
| Federated Hermes, Inc. | 2,214 | $745.6K | 0.00% | −79−3.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,237 | $755.3K | 0.01% | −131−5.5% | Reduced |
| Planning Alternatives Ltd | 2,254 | $759.1K | 0.12% | 00.0% | Unchanged |
| Entropy Technologies, LP | 2,257 | $760.1K | 0.08% | −1,600−41.5% | Reduced |
| Seeds Investor LLC | 2,262 | $761.9K | 0.22% | −8−0.4% | Reduced |
| Jump Financial, LLC | 2,286 | $769.8K | 0.02% | −3,808−62.5% | Reduced |
| HRT Financial LP | 2,435 | $820.0K | 0.00% | +2,435 | New |
| Exchange Traded Concepts, LLC | 2,453 | $826.1K | 0.02% | +60+2.5% | Added |
| D. E. Shaw & Co., Inc. | 2,481 | $835.5K | 0.00% | +2,481 | New |
| Loomis Sayles & Co L P | 2,483 | $836.0K | 0.00% | +2,483 | New |
| First Hawaiian Bank | 2,562 | $862.8K | 0.03% | −634−19.8% | Reduced |
| Precision Wealth Strategies, LLC | 2,564 | $863.5K | 0.67% | +65+2.6% | Added |
| Ethic Inc. | 2,578 | $868.2K | 0.02% | +253+10.9% | Added |
| Gotham Asset Management, LLC | 2,595 | $873.9K | 0.01% | −3,997−60.6% | Reduced |
| Covey Capital Advisors, LLC | 2,607 | $877.9K | 1.00% | −228−8.0% | Reduced |
| Diversify Wealth Management, LLC | 2,821 | $891.2K | 0.07% | +576+25.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 2,667 | $901.5K | 0.01% | +1,419+113.7% | Added |
| Aquatic Capital Management LLC | 2,679 | $902.2K | 0.02% | −801−23.0% | Reduced |
| Creative Planning | 2,690 | $905.9K | 0.00% | −23−0.8% | Reduced |
| Mackenzie Financial Corp | 2,716 | $914.6K | 0.00% | +2,716 | New |
| Public Employees Retirement Association of Colorado | 2,787 | $939.0K | 0.00% | 00.0% | Unchanged |
| Magnetar Financial LLC | 2,798 | $942.3K | 0.02% | −7,604−73.1% | Reduced |
| Advisory Services Network, LLC | 2,833 | $954.0K | 0.02% | −432−13.2% | Reduced |
| Davy Global Fund Management Ltd | 2,849 | $959.4K | 0.11% | −98−3.3% | Reduced |
| Avantax Advisory Services, Inc. | 2,905 | $978.4K | 0.01% | −119−3.9% | Reduced |
| Legacy Advisors, LLC | 2,947 | $992.4K | 0.10% | +37+1.3% | Added |
| Bryce Point Capital, LLC | 3,001 | $1.01M | 0.29% | +3,001 | New |
| Bradley Foster & Sargent Inc | 3,021 | $1.02M | 0.02% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 3,031 | $1.02M | 0.01% | +102+3.5% | Added |
| Gibbs Wealth Management | 3,062 | $1.03M | 0.28% | +562+22.5% | Added |
| Atria Investments LLC | 3,254 | $1.10M | 0.01% | −275−7.8% | Reduced |
| Advisor Group Holdings, Inc. | 3,326 | $1.12M | 0.00% | +1,164+53.8% | Added |
| Simon Quick Advisors, LLC | 3,340 | $1.12M | 0.07% | −22−0.7% | Reduced |
| Accretive Wealth Partners, LLC | 3,411 | $1.15M | 0.49% | −14−0.4% | Reduced |
| Janney Montgomery Scott LLC | 3,446 | $1.16M | 0.00% | +163+5.0% | Added |
| Nomura Holdings Inc | 3,585 | $1.21M | 0.01% | +3,585 | New |
| JustInvest LLC | 3,655 | $1.23M | 0.02% | +373+11.4% | Added |
| Bessemer Group Inc | 3,652 | $1.23M | 0.00% | −22−0.6% | Reduced |
| Level Four Advisory Services, LLC | 3,705 | $1.25M | 0.05% | +588+18.9% | Added |
| Colony Group, LLC | 3,803 | $1.28M | 0.00% | −1,094−22.3% | Reduced |
| Pictet Asset Management Holding SA | 3,860 | $1.30M | 0.00% | +181+4.9% | Added |
| Polen Capital Management LLC | 3,906 | $1.32M | 0.00% | −2,290−37.0% | Reduced |
| Consolidated Press International Holdings Ltd | 4,100 | $1.38M | 0.21% | 00.0% | Unchanged |
| Blair William & Co | 4,145 | $1.40M | 0.00% | −50−1.2% | Reduced |
| Johnson Investment Counsel Inc | 4,213 | $1.42M | 0.01% | −44−1.0% | Reduced |
| Oak Thistle LLC | 4,276 | $1.44M | 0.43% | +2,826+194.9% | Added |
| Truist Financial Corp | 4,284 | $1.44M | 0.00% | +472+12.4% | Added |
| Cinctive Capital Management LP | 4,313 | $1.45M | 0.08% | +4,313 | New |
| BNP Paribas Arbitrage, SA | 4,333 | $1.46M | 0.00% | −1,650−27.6% | Reduced |
| Cerity Partners LLC | 4,628 | $1.48M | 0.00% | −1,690−26.7% | Reduced |
| Utah Retirement Systems | 4,420 | $1.49M | 0.02% | 00.0% | Unchanged |
| Martin Capital Advisors, LLP | 4,452 | $1.50M | 0.97% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 4,553 | $1.53M | 0.00% | −5,387−54.2% | Reduced |
| Alliance Wealth Advisors, LLC | 4,793 | $1.61M | 0.42% | +91+1.9% | Added |
| Fox Run Management, L.L.C. | 4,811 | $1.62M | 0.29% | +3,346+228.4% | Added |
| Bradyco, Inc. | 4,864 | $1.64M | 1.01% | +4,864 | New |
| Pacer Advisors, Inc. | 4,951 | $1.67M | 0.00% | +970+24.4% | Added |
| LPL Financial LLC | 5,092 | $1.71M | 0.00% | +610+13.6% | Added |
| MML Investors Services, LLC | 5,095 | $1.72M | 0.01% | +815+19.0% | Added |
| Fieldview Capital Management, LLC | 5,117 | $1.72M | 0.27% | +5,117 | New |
| Linden Thomas Advisory Services, LLC | 5,151 | $1.73M | 0.22% | −9−0.2% | Reduced |
| Portside Wealth Group, LLC | 5,195 | $1.75M | 0.29% | −110−2.1% | Reduced |
| New Mexico Educational Retirement Board | 5,200 | $1.75M | 0.06% | 00.0% | Unchanged |
| Bank of Montreal | 5,355 | $1.80M | 0.00% | −113−2.1% | Reduced |
| Ameritas Investment Partners, Inc. | 5,411 | $1.82M | 0.06% | −135−2.4% | Reduced |
| Ashford Capital Management Inc | 5,431 | $1.83M | 0.22% | 00.0% | Unchanged |
| Xponance, Inc. | 5,431 | $1.83M | 0.02% | +165+3.1% | Added |
| Oregon Public Employees Retirement Fund | 5,488 | $1.85M | 0.03% | −29−0.5% | Reduced |
| Quantbot Technologies LP | 5,491 | $1.85M | 0.07% | −8,278−60.1% | Reduced |
| Ofi Invest Asset Management | 5,700 | $1.85M | 0.04% | +5,700 | New |
| CIBC Private Wealth Group, LLC | 5,819 | $1.88M | 0.00% | −66−1.1% | Reduced |
| KLP Kapitalforvaltning AS | 5,600 | $1.89M | 0.01% | +5,600 | New |
| Harbor Capital Advisors, Inc. | 5,626 | $1.90M | 0.08% | +37+0.7% | Added |
| Cubist Systematic Strategies, LLC | 5,711 | $1.92M | 0.03% | −35,712−86.2% | Reduced |
| New York State Teachers Retirement System | 5,900 | $1.99M | 0.00% | −2,545−30.1% | Reduced |
| Sepio Capital, LP | 5,937 | $2.00M | 0.16% | −69−1.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,967 | $2.01M | 0.01% | +18+0.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,005 | $2.02M | 0.04% | +17+0.3% | Added |
| HSBC Holdings PLC | 6,266 | $2.12M | 0.00% | +5,313+557.5% | Added |
| Oddo BHF Asset Management SAS | 6,357 | $2.14M | 0.11% | +145+2.3% | Added |
| Handelsbanken Fonder AB | 6,372 | $2.15M | 0.01% | +400+6.7% | Added |
| State of Michigan Retirement System | 6,400 | $2.16M | 0.01% | 00.0% | Unchanged |
| Grandeur Peak Global Advisors, LLC | 6,499 | $2.19M | 0.19% | +6,499 | New |
| Danske Bank A/S | 6,708 | $2.26M | 0.01% | +3,608+116.4% | Added |
| Empire Life Investments Inc. | 6,806 | $2.29M | 0.14% | +56+0.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,818 | $2.30M | 0.01% | +738+12.1% | Added |
| Quantinno Capital Management LP | 6,924 | $2.33M | 0.02% | +1,390+25.1% | Added |