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 |
|---|---|---|---|---|---|
| Nicholas Company, Inc. | 56,630 | $19.1M | 0.31% | +30,320+115.2% | Added |
| Chicago Capital, LLC | 57,687 | $19.4M | 0.52% | −509−0.9% | Reduced |
| Nordea Investment Management AB | 57,505 | $19.5M | 0.02% | +1,963+3.5% | Added |
| Confluence Investment Management LLC | 63,393 | $21.3M | 0.30% | −1,039−1.6% | Reduced |
| Boston Financial Mangement LLC | 65,924 | $22.2M | 0.67% | +4,299+7.0% | Added |
| Parnassus Investments | 70,111 | $23.6M | 0.05% | −923−1.3% | Reduced |
| Rhumbline Advisers | 77,142 | $26.0M | 0.02% | −91−0.1% | Reduced |
| Principal Financial Group Inc | 78,639 | $26.5M | 0.01% | −6,206−7.3% | Reduced |
| DF Dent & Co Inc | 85,678 | $28.9M | 0.37% | −2,700−3.1% | Reduced |
| Wells Fargo & Company | 87,008 | $29.3M | 0.01% | −1,568−1.8% | Reduced |
| Nuveen Asset Management, LLC | 90,029 | $30.3M | 0.01% | +18,535+25.9% | Added |
| Praesidium Investment Management Company, LLC | 90,058 | $30.3M | 5.09% | −8,708−8.8% | Reduced |
| Envestnet Asset Management Inc | 94,135 | $31.7M | 0.01% | +17,139+22.3% | Added |
| UBS Asset Management Americas Inc | 98,337 | $33.1M | 0.01% | +9,658+10.9% | Added |
| Schroder Investment Management Group | 100,185 | $33.8M | 0.03% | +100,185 | New |
| Citadel Advisors LLC | 105,357 | $35.5M | 0.03% | −12,713−10.8% | Reduced |
| Copeland Capital Management, LLC | 105,402 | $35.5M | 0.66% | −1,630−1.5% | Reduced |
| UBS Group AG | 107,885 | $36.3M | 0.01% | +90,121+507.3% | Added |
| Arrowstreet Capital, Limited Partnership | 117,156 | $39.5M | 0.03% | +90,466+339.0% | Added |
| American Capital Management Inc | 128,692 | $43.3M | 1.61% | −15,539−10.8% | Reduced |
| SEI Investments Co | 136,939 | $46.1M | 0.06% | +1,884+1.4% | Added |
| Premier Fund Managers Ltd | 150,000 | $50.7M | 1.81% | +150,000 | New |
| Balyasny Asset Management LLC | 168,026 | $56.6M | 0.13% | +168,026 | New |
| Royce & Associates LP | 170,680 | $57.5M | 0.53% | −20,610−10.8% | Reduced |
| M&G Plc | 176,670 | $59.5M | 0.37% | −6,138−3.4% | Reduced |
| Renaissance Technologies LLC | 188,370 | $63.4M | 0.09% | +4,900+2.7% | Added |
| JPMorgan Chase & Co | 190,655 | $64.2M | 0.01% | −11,485−5.7% | Reduced |
| Invesco Ltd. | 194,182 | $65.4M | 0.01% | +77,042+65.8% | Added |
| Charles Schwab Investment Management Inc | 194,195 | $65.4M | 0.01% | +2,430+1.3% | Added |
| Northern Trust Corp | 230,149 | $77.5M | 0.01% | +36,133+18.6% | Added |
| Goldman Sachs Group Inc | 232,483 | $78.3M | 0.02% | +16,828+7.8% | Added |
| Allspring Global Investments Holdings, LLC | 272,951 | $90.7M | 0.15% | −447−0.2% | Reduced |
| Millennium Management LLC | 287,658 | $96.9M | 0.08% | −207,448−41.9% | Reduced |
| Bank of New York Mellon Corp | 288,031 | $97.0M | 0.02% | +5,169+1.8% | Added |
| Dimensional Fund Advisors LP | 305,014 | $102.7M | 0.02% | +13,155+4.5% | Added |
| Norges Bank | 331,673 | $111.7M | 0.01% | +6,151+1.9% | Added |
| Liontrust Investment Partners LLP | 333,631 | $112.4M | 1.63% | −69,144−17.2% | Reduced |
| FMR LLC | 399,585 | $134.6M | 0.01% | −935−0.2% | Reduced |
| Geode Capital Management, LLC | 561,431 | $189.1M | 0.01% | +64,020+12.9% | Added |
| Price T Rowe Associates Inc | 668,889 | $225.3M | 0.03% | −16,303−2.4% | Reduced |
| Wasatch Advisors Inc | 690,154 | $232.4M | 1.15% | −5,869−0.8% | Reduced |
| State Street Corp | 841,634 | $283.4M | 0.01% | +37,341+4.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 975,193 | $328.4M | 0.76% | −67,889−6.5% | Reduced |
| Massachusetts Financial Services Co | 1,016,306 | $342.3M | 0.11% | −185,402−15.4% | Reduced |
| Wellington Management Group LLP | 1,080,599 | $363.9M | 0.07% | +130,087+13.7% | Added |
| Bank of America Corp | 1,303,330 | $438.9M | 0.04% | −253,258−16.3% | Reduced |
| Bamco Inc | 1,305,155 | $439.5M | 1.14% | −4330.0% | Reduced |
| Select Equity Group, L.P. | 1,374,435 | $462.9M | 1.89% | −384,886−21.9% | Reduced |
| Morgan Stanley | 2,056,910 | $692.7M | 0.05% | −19,624−0.9% | Reduced |
| BlackRock, Inc. | 2,667,753 | $898.4M | 0.02% | +90,894+3.5% | Added |
| Vanguard Group Inc | 2,803,611 | $944.1M | 0.02% | +51,598+1.9% | Added |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −27,958−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −13,841−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −8,867−100.0% | Sold out |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −8,294−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −7,773−100.0% | Sold out |
| TrimTabs Asset Management, LLC | 0 | $0 | 0.00% | −4,849−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −4,778−100.0% | Sold out |
| Black Creek Investment Management Inc. | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| Williams Jones Wealth Management, LLC. | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −2,317−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −1,771−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −1,352−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −1,327−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −1,273−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −1,247−100.0% | Sold out |
| Heartland Bank & Trust Co | 0 | $0 | 0.00% | −1,130−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −944−100.0% | Sold out |
| Cannon Global Investment Management, LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −810−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −718−100.0% | Sold out |
| Beach Investment Counsel Inc | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| DT Investment Partners, LLC | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Reuter James Wealth Management, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Scout Investments, Inc. | – | – | – | – | Not filed |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |
| ClariVest Asset Management LLC | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| FinTrust Capital Advisors, LLC | – | – | – | – | Not filed |
| First Personal Financial Services | – | – | – | – | Not filed |