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 |
|---|---|---|---|---|---|
| Schonfeld Strategic Advisors LLC | 7,390 | $2.49M | 0.02% | +5,024+212.3% | Added |
| Bright Rock Capital Management, LLC | 7,500 | $2.53M | 0.54% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 7,500 | $2.53M | 0.05% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 7,528 | $2.54M | 0.63% | −112−1.5% | Reduced |
| George Kaiser Family Foundation | 7,693 | $2.59M | 0.38% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 7,770 | $2.62M | 0.02% | −420−5.1% | Reduced |
| Arizona State Retirement System | 8,070 | $2.72M | 0.02% | +69+0.9% | Added |
| American Century Companies Inc | 8,111 | $2.73M | 0.00% | +1,482+22.4% | Added |
| Pathstone Holdings, LLC | 8,299 | $2.79M | 0.01% | +37+0.4% | Added |
| Norden Group LLC | 8,545 | $2.88M | 0.33% | −48−0.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 8,769 | $2.95M | 0.03% | −1,199−12.0% | Reduced |
| Globeflex Capital L P | 8,835 | $2.98M | 0.25% | 00.0% | Unchanged |
| Comerica Bank | 8,912 | $3.00M | 0.01% | −401−4.3% | Reduced |
| Captrust Financial Advisors | 9,026 | $3.04M | 0.01% | +5,655+167.8% | Added |
| State of Wisconsin Investment Board | 9,147 | $3.08M | 0.01% | −1,765−16.2% | Reduced |
| M&T Bank Corp | 9,172 | $3.09M | 0.01% | +303+3.4% | Added |
| Public Employees Retirement System of Ohio | 9,295 | $3.13M | 0.01% | −525−5.3% | Reduced |
| Yousif Capital Management, LLC | 9,487 | $3.19M | 0.04% | −394−4.0% | Reduced |
| US Bancorp | 9,598 | $3.23M | 0.00% | −125−1.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 9,610 | $3.24M | 0.03% | +9,610 | New |
| CI Private Wealth, LLC | 9,755 | $3.29M | 0.01% | −1,518−13.5% | Reduced |
| Ceera Investments, LLC | 9,786 | $3.30M | 1.13% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 10,010 | $3.37M | 0.05% | +773+8.4% | Added |
| State of New Jersey Common Pension Fund D | 10,077 | $3.39M | 0.01% | −366−3.5% | Reduced |
| Commerce Bank | 10,166 | $3.42M | 0.02% | −1,018−9.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 10,188 | $3.43M | 0.06% | +10,188 | New |
| State of Tennessee, Treasury Department | 10,460 | $3.52M | 0.01% | −295−2.7% | Reduced |
| Kensington Investment Counsel, LLC | 10,682 | $3.60M | 1.50% | +67+0.6% | Added |
| Squarepoint Ops LLC | 10,703 | $3.60M | 0.01% | −2,636−19.8% | Reduced |
| Waratah Capital Advisors Ltd. | 10,896 | $3.67M | 0.21% | +10,896 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 11,218 | $3.78M | 0.01% | −290−2.5% | Reduced |
| Citigroup Inc | 11,262 | $3.79M | 0.00% | +408+3.8% | Added |
| Southeast Asset Advisors Inc. | 11,725 | $3.95M | 0.48% | −3,643−23.7% | Reduced |
| Treasurer of the State of North Carolina | 11,739 | $3.95M | 0.02% | +80+0.7% | Added |
| Voya Investment Management LLC | 11,859 | $3.99M | 0.00% | −582−4.7% | Reduced |
| Cardinal Capital Management | 12,060 | $4.06M | 0.64% | −35−0.3% | Reduced |
| Janus Henderson Group PLC | 12,543 | $4.22M | 0.00% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 12,876 | $4.34M | 0.36% | −89−0.7% | Reduced |
| United Capital Financial Advisers, LLC | 12,919 | $4.35M | 0.04% | +12,919 | New |
| Ensign Peak Advisors, Inc | 12,972 | $4.37M | 0.01% | −5,283−28.9% | Reduced |
| AQR Capital Management LLC | 13,100 | $4.41M | 0.01% | +5,403+70.2% | Added |
| Holocene Advisors, LP | 13,229 | $4.45M | 0.01% | +8,194+162.7% | Added |
| Amalgamated Bank | 13,228 | $4.46M | 0.04% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 13,323 | $4.49M | 0.05% | +399+3.1% | Added |
| Henshaw Capital LLC | 13,487 | $4.54M | 0.19% | +17+0.1% | Added |
| New York State Common Retirement Fund | 13,975 | $4.71M | 0.01% | −1,500−9.7% | Reduced |
| Mutual of America Capital Management LLC | 14,271 | $4.81M | 0.05% | −313−2.1% | Reduced |
| Daiwa Securities Group Inc. | 14,517 | $4.89M | 0.02% | −598−4.0% | Reduced |
| Thrivent Financial for Lutherans | 14,815 | $5.00M | 0.01% | +936+6.7% | Added |
| Neuberger Berman Group LLC | 15,079 | $5.08M | 0.00% | +263+1.8% | Added |
| State of Alaska, Department of Revenue | 15,157 | $5.10M | 0.06% | −45−0.3% | Reduced |
| Russell Investments Group, Ltd. | 15,606 | $5.26M | 0.01% | −5,057−24.5% | Reduced |
| Motley Fool Asset Management LLC | 15,796 | $5.32M | 0.28% | +1,362+9.4% | Added |
| Natixis | 15,902 | $5.36M | 0.04% | −16,000−50.2% | Reduced |
| Tribune Investment Group LP | 16,000 | $5.39M | 3.02% | +16,000 | New |
| HighTower Advisors, LLC | 16,068 | $5.41M | 0.01% | +102+0.6% | Added |
| MetLife Investment Management | 16,401 | $5.52M | 0.03% | +1,242+8.2% | Added |
| Man Group plc | 16,618 | $5.60M | 0.02% | +3,113+23.1% | Added |
| Victory Capital Management Inc | 16,626 | $5.60M | 0.01% | +783+4.9% | Added |
| Prudential Financial Inc | 17,353 | $5.84M | 0.01% | +5,677+48.6% | Added |
| Royal Bank of Canada | 17,934 | $6.04M | 0.00% | +4,288+31.4% | Added |
| Stifel Financial Corp | 18,633 | $6.27M | 0.01% | +284+1.5% | Added |
| 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 |
| SW Investment Management LLC | 20,000 | $6.74M | 1.58% | +20,000 | New |
| Two Sigma Advisers, LP | 20,600 | $6.94M | 0.02% | +18,300+795.7% | Added |
| Cooper Investors Pty Ltd | 21,273 | $7.16M | 1.13% | +21,273 | New |
| Barclays PLC | 21,469 | $7.23M | 0.00% | +4,906+29.6% | Added |
| Voleon Capital Management LP | 21,915 | $7.38M | 0.55% | +21,915 | New |
| Fisher Asset Management, LLC | 22,001 | $7.41M | 0.00% | +659+3.1% | Added |
| Manufacturers Life Insurance Company, The | 22,492 | $7.57M | 0.01% | −394−1.7% | Reduced |
| Great West Life Assurance Co | 22,989 | $7.72M | 0.01% | +315+1.4% | Added |
| Motley Fool Wealth Management, LLC | 23,731 | $7.94M | 0.41% | −734−3.0% | Reduced |
| Pinebridge Investments, L.P. | 23,880 | $8.04M | 0.06% | +18,793+369.4% | Added |
| State Board of Administration of Florida Retirement System | 24,853 | $8.37M | 0.02% | −30−0.1% | Reduced |
| MUFG Securities EMEA plc | 24,999 | $8.42M | 0.16% | −10.0% | Reduced |
| Marks Group Wealth Management, Inc | 25,261 | $8.51M | 0.84% | +171+0.7% | Added |
| Kornitzer Capital Management Inc | 25,834 | $8.70M | 0.17% | −490−1.9% | Reduced |
| California State Teachers Retirement System | 25,970 | $8.75M | 0.01% | −247−0.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 27,906 | $9.40M | 0.02% | +4,975+21.7% | Added |
| National Bank of Canada | 28,121 | $9.47M | 0.01% | +1,008+3.7% | Added |
| First Trust Advisors LP | 29,886 | $10.1M | 0.01% | +1,681+6.0% | Added |
| Corebridge Financial, Inc. | 30,875 | $10.4M | 0.06% | −1,353−4.2% | Reduced |
| Ameriprise Financial Inc | 31,074 | $10.5M | 0.00% | −977−3.0% | Reduced |
| Asset Management One Co.,Ltd. | 31,135 | $10.5M | 0.04% | −5,614−15.3% | Reduced |
| Teacher Retirement System of Texas | 32,751 | $11.0M | 0.04% | +24,325+288.7% | Added |
| Retirement Systems of Alabama | 32,851 | $11.1M | 0.04% | +66+0.2% | Added |
| Alliancebernstein L.P. | 34,728 | $11.7M | 0.00% | +1,727+5.2% | Added |
| Barlow Wealth Partners, Inc. | 35,962 | $11.8M | 1.49% | +1,818+5.3% | Added |
| Two Sigma Investments, LP | 36,237 | $12.2M | 0.03% | +36,237 | New |
| Segall Bryant & Hamill, LLC | 36,832 | $12.4M | 0.17% | +2,927+8.6% | Added |
| Algert Global LLC | 37,086 | $12.5M | 0.29% | +11,577+45.4% | Added |
| Ci Investments Inc. | 38,720 | $13.0M | 0.05% | −3,826−9.0% | Reduced |
| Qube Research & Technologies Ltd | 42,000 | $14.1M | 0.02% | +9,927+31.0% | Added |
| TownSquare Capital, LLC | 42,075 | $14.2M | 0.16% | +116+0.3% | Added |
| California Public Employees Retirement System | 44,829 | $15.1M | 0.01% | −3,236−6.7% | Reduced |
| Legal & General Group Plc | 46,245 | $15.6M | 0.00% | +113+0.2% | Added |
| Raymond James Financial Inc | 48,986 | $16.5M | 0.01% | +48,986 | New |
| Congress Asset Management Co | 49,043 | $16.5M | 0.11% | +7,416+17.8% | Added |
| Swiss National Bank | 54,800 | $18.5M | 0.01% | +600+1.1% | Added |