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 |
|---|---|---|---|---|---|
| State of Alaska, Department of Revenue | 15,157 | $5.10M | 0.06% | −45−0.3% | Reduced |
| Neuberger Berman Group LLC | 15,079 | $5.08M | 0.00% | +263+1.8% | Added |
| Thrivent Financial for Lutherans | 14,815 | $5.00M | 0.01% | +936+6.7% | Added |
| Daiwa Securities Group Inc. | 14,517 | $4.89M | 0.02% | −598−4.0% | Reduced |
| Mutual of America Capital Management LLC | 14,271 | $4.81M | 0.05% | −313−2.1% | Reduced |
| New York State Common Retirement Fund | 13,975 | $4.71M | 0.01% | −1,500−9.7% | Reduced |
| Henshaw Capital LLC | 13,487 | $4.54M | 0.19% | +17+0.1% | Added |
| Oppenheimer Asset Management Inc. | 13,323 | $4.49M | 0.05% | +399+3.1% | Added |
| Amalgamated Bank | 13,228 | $4.46M | 0.04% | 00.0% | Unchanged |
| Holocene Advisors, LP | 13,229 | $4.45M | 0.01% | +8,194+162.7% | Added |
| AQR Capital Management LLC | 13,100 | $4.41M | 0.01% | +5,403+70.2% | Added |
| Ensign Peak Advisors, Inc | 12,972 | $4.37M | 0.01% | −5,283−28.9% | Reduced |
| United Capital Financial Advisers, LLC | 12,919 | $4.35M | 0.04% | +12,919 | New |
| YHB Investment Advisors, Inc. | 12,876 | $4.34M | 0.36% | −89−0.7% | Reduced |
| Janus Henderson Group PLC | 12,543 | $4.22M | 0.00% | 00.0% | Unchanged |
| Cardinal Capital Management | 12,060 | $4.06M | 0.64% | −35−0.3% | Reduced |
| Voya Investment Management LLC | 11,859 | $3.99M | 0.00% | −582−4.7% | Reduced |
| Treasurer of the State of North Carolina | 11,739 | $3.95M | 0.02% | +80+0.7% | Added |
| Southeast Asset Advisors Inc. | 11,725 | $3.95M | 0.48% | −3,643−23.7% | Reduced |
| Citigroup Inc | 11,262 | $3.79M | 0.00% | +408+3.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 11,218 | $3.78M | 0.01% | −290−2.5% | Reduced |
| Waratah Capital Advisors Ltd. | 10,896 | $3.67M | 0.21% | +10,896 | New |
| Squarepoint Ops LLC | 10,703 | $3.60M | 0.01% | −2,636−19.8% | Reduced |
| Kensington Investment Counsel, LLC | 10,682 | $3.60M | 1.50% | +67+0.6% | Added |
| State of Tennessee, Treasury Department | 10,460 | $3.52M | 0.01% | −295−2.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 10,188 | $3.43M | 0.06% | +10,188 | New |
| Commerce Bank | 10,166 | $3.42M | 0.02% | −1,018−9.1% | Reduced |
| State of New Jersey Common Pension Fund D | 10,077 | $3.39M | 0.01% | −366−3.5% | Reduced |
| Congress Wealth Management LLC | 10,010 | $3.37M | 0.05% | +773+8.4% | Added |
| Ceera Investments, LLC | 9,786 | $3.30M | 1.13% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 9,755 | $3.29M | 0.01% | −1,518−13.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 9,610 | $3.24M | 0.03% | +9,610 | New |
| US Bancorp | 9,598 | $3.23M | 0.00% | −125−1.3% | Reduced |
| Yousif Capital Management, LLC | 9,487 | $3.19M | 0.04% | −394−4.0% | Reduced |
| Public Employees Retirement System of Ohio | 9,295 | $3.13M | 0.01% | −525−5.3% | Reduced |
| M&T Bank Corp | 9,172 | $3.09M | 0.01% | +303+3.4% | Added |
| State of Wisconsin Investment Board | 9,147 | $3.08M | 0.01% | −1,765−16.2% | Reduced |
| Captrust Financial Advisors | 9,026 | $3.04M | 0.01% | +5,655+167.8% | Added |
| Comerica Bank | 8,912 | $3.00M | 0.01% | −401−4.3% | Reduced |
| Globeflex Capital L P | 8,835 | $2.98M | 0.25% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 8,769 | $2.95M | 0.03% | −1,199−12.0% | Reduced |
| Norden Group LLC | 8,545 | $2.88M | 0.33% | −48−0.6% | Reduced |
| Pathstone Holdings, LLC | 8,299 | $2.79M | 0.01% | +37+0.4% | Added |
| American Century Companies Inc | 8,111 | $2.73M | 0.00% | +1,482+22.4% | Added |
| Arizona State Retirement System | 8,070 | $2.72M | 0.02% | +69+0.9% | Added |
| Teachers Retirement System of the State of Kentucky | 7,770 | $2.62M | 0.02% | −420−5.1% | Reduced |
| George Kaiser Family Foundation | 7,693 | $2.59M | 0.38% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 7,528 | $2.54M | 0.63% | −112−1.5% | Reduced |
| 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 |
| Schonfeld Strategic Advisors LLC | 7,390 | $2.49M | 0.02% | +5,024+212.3% | Added |
| Quantinno Capital Management LP | 6,924 | $2.33M | 0.02% | +1,390+25.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,818 | $2.30M | 0.01% | +738+12.1% | Added |
| Empire Life Investments Inc. | 6,806 | $2.29M | 0.14% | +56+0.8% | Added |
| Danske Bank A/S | 6,708 | $2.26M | 0.01% | +3,608+116.4% | Added |
| Grandeur Peak Global Advisors, LLC | 6,499 | $2.19M | 0.19% | +6,499 | New |
| State of Michigan Retirement System | 6,400 | $2.16M | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 6,372 | $2.15M | 0.01% | +400+6.7% | Added |
| Oddo BHF Asset Management SAS | 6,357 | $2.14M | 0.11% | +145+2.3% | Added |
| HSBC Holdings PLC | 6,266 | $2.12M | 0.00% | +5,313+557.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,005 | $2.02M | 0.04% | +17+0.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,967 | $2.01M | 0.01% | +18+0.3% | Added |
| Sepio Capital, LP | 5,937 | $2.00M | 0.16% | −69−1.1% | Reduced |
| New York State Teachers Retirement System | 5,900 | $1.99M | 0.00% | −2,545−30.1% | Reduced |
| Cubist Systematic Strategies, LLC | 5,711 | $1.92M | 0.03% | −35,712−86.2% | Reduced |
| Harbor Capital Advisors, Inc. | 5,626 | $1.90M | 0.08% | +37+0.7% | Added |
| KLP Kapitalforvaltning AS | 5,600 | $1.89M | 0.01% | +5,600 | New |
| CIBC Private Wealth Group, LLC | 5,819 | $1.88M | 0.00% | −66−1.1% | Reduced |
| Ofi Invest Asset Management | 5,700 | $1.85M | 0.04% | +5,700 | New |
| Quantbot Technologies LP | 5,491 | $1.85M | 0.07% | −8,278−60.1% | Reduced |
| Oregon Public Employees Retirement Fund | 5,488 | $1.85M | 0.03% | −29−0.5% | 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 |
| Ameritas Investment Partners, Inc. | 5,411 | $1.82M | 0.06% | −135−2.4% | Reduced |
| Bank of Montreal | 5,355 | $1.80M | 0.00% | −113−2.1% | Reduced |
| New Mexico Educational Retirement Board | 5,200 | $1.75M | 0.06% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 5,195 | $1.75M | 0.29% | −110−2.1% | Reduced |
| Linden Thomas Advisory Services, LLC | 5,151 | $1.73M | 0.22% | −9−0.2% | Reduced |
| Fieldview Capital Management, LLC | 5,117 | $1.72M | 0.27% | +5,117 | New |
| MML Investors Services, LLC | 5,095 | $1.72M | 0.01% | +815+19.0% | Added |
| LPL Financial LLC | 5,092 | $1.71M | 0.00% | +610+13.6% | Added |
| Pacer Advisors, Inc. | 4,951 | $1.67M | 0.00% | +970+24.4% | Added |
| Bradyco, Inc. | 4,864 | $1.64M | 1.01% | +4,864 | New |
| Fox Run Management, L.L.C. | 4,811 | $1.62M | 0.29% | +3,346+228.4% | Added |
| Alliance Wealth Advisors, LLC | 4,793 | $1.61M | 0.42% | +91+1.9% | Added |
| Susquehanna International Group, LLP | 4,553 | $1.53M | 0.00% | −5,387−54.2% | Reduced |
| Martin Capital Advisors, LLP | 4,452 | $1.50M | 0.97% | 00.0% | Unchanged |
| Utah Retirement Systems | 4,420 | $1.49M | 0.02% | 00.0% | Unchanged |
| Cerity Partners LLC | 4,628 | $1.48M | 0.00% | −1,690−26.7% | Reduced |
| BNP Paribas Arbitrage, SA | 4,333 | $1.46M | 0.00% | −1,650−27.6% | Reduced |
| Cinctive Capital Management LP | 4,313 | $1.45M | 0.08% | +4,313 | New |
| Truist Financial Corp | 4,284 | $1.44M | 0.00% | +472+12.4% | Added |
| Oak Thistle LLC | 4,276 | $1.44M | 0.43% | +2,826+194.9% | Added |
| Johnson Investment Counsel Inc | 4,213 | $1.42M | 0.01% | −44−1.0% | Reduced |
| Blair William & Co | 4,145 | $1.40M | 0.00% | −50−1.2% | Reduced |
| Consolidated Press International Holdings Ltd | 4,100 | $1.38M | 0.21% | 00.0% | Unchanged |
| Polen Capital Management LLC | 3,906 | $1.32M | 0.00% | −2,290−37.0% | Reduced |
| Pictet Asset Management Holding SA | 3,860 | $1.30M | 0.00% | +181+4.9% | Added |
| Colony Group, LLC | 3,803 | $1.28M | 0.00% | −1,094−22.3% | Reduced |
| Level Four Advisory Services, LLC | 3,705 | $1.25M | 0.05% | +588+18.9% | Added |