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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 3,652 | $1.23M | 0.00% | −22−0.6% | Reduced |
| JustInvest LLC | 3,655 | $1.23M | 0.02% | +373+11.4% | Added |
| Nomura Holdings Inc | 3,585 | $1.21M | 0.01% | +3,585 | New |
| Janney Montgomery Scott LLC | 3,446 | $1.16M | 0.00% | +163+5.0% | Added |
| Accretive Wealth Partners, LLC | 3,411 | $1.15M | 0.49% | −14−0.4% | Reduced |
| Simon Quick Advisors, LLC | 3,340 | $1.12M | 0.07% | −22−0.7% | Reduced |
| Advisor Group Holdings, Inc. | 3,326 | $1.12M | 0.00% | +1,164+53.8% | Added |
| Atria Investments LLC | 3,254 | $1.10M | 0.01% | −275−7.8% | Reduced |
| Gibbs Wealth Management | 3,062 | $1.03M | 0.28% | +562+22.5% | Added |
| O'Shaughnessy Asset Management, LLC | 3,031 | $1.02M | 0.01% | +102+3.5% | Added |
| Bradley Foster & Sargent Inc | 3,021 | $1.02M | 0.02% | 00.0% | Unchanged |
| Bryce Point Capital, LLC | 3,001 | $1.01M | 0.29% | +3,001 | New |
| Legacy Advisors, LLC | 2,947 | $992.4K | 0.10% | +37+1.3% | Added |
| Avantax Advisory Services, Inc. | 2,905 | $978.4K | 0.01% | −119−3.9% | Reduced |
| Davy Global Fund Management Ltd | 2,849 | $959.4K | 0.11% | −98−3.3% | Reduced |
| Advisory Services Network, LLC | 2,833 | $954.0K | 0.02% | −432−13.2% | Reduced |
| Magnetar Financial LLC | 2,798 | $942.3K | 0.02% | −7,604−73.1% | Reduced |
| Public Employees Retirement Association of Colorado | 2,787 | $939.0K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 2,716 | $914.6K | 0.00% | +2,716 | New |
| Creative Planning | 2,690 | $905.9K | 0.00% | −23−0.8% | Reduced |
| Aquatic Capital Management LLC | 2,679 | $902.2K | 0.02% | −801−23.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 2,667 | $901.5K | 0.01% | +1,419+113.7% | Added |
| Diversify Wealth Management, LLC | 2,821 | $891.2K | 0.07% | +576+25.7% | Added |
| Covey Capital Advisors, LLC | 2,607 | $877.9K | 1.00% | −228−8.0% | Reduced |
| Gotham Asset Management, LLC | 2,595 | $873.9K | 0.01% | −3,997−60.6% | Reduced |
| Ethic Inc. | 2,578 | $868.2K | 0.02% | +253+10.9% | Added |
| Precision Wealth Strategies, LLC | 2,564 | $863.5K | 0.67% | +65+2.6% | Added |
| First Hawaiian Bank | 2,562 | $862.8K | 0.03% | −634−19.8% | Reduced |
| Loomis Sayles & Co L P | 2,483 | $836.0K | 0.00% | +2,483 | New |
| D. E. Shaw & Co., Inc. | 2,481 | $835.5K | 0.00% | +2,481 | New |
| Exchange Traded Concepts, LLC | 2,453 | $826.1K | 0.02% | +60+2.5% | Added |
| HRT Financial LP | 2,435 | $820.0K | 0.00% | +2,435 | New |
| Jump Financial, LLC | 2,286 | $769.8K | 0.02% | −3,808−62.5% | Reduced |
| Seeds Investor LLC | 2,262 | $761.9K | 0.22% | −8−0.4% | Reduced |
| Entropy Technologies, LP | 2,257 | $760.1K | 0.08% | −1,600−41.5% | Reduced |
| Planning Alternatives Ltd | 2,254 | $759.1K | 0.12% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,237 | $755.3K | 0.01% | −131−5.5% | Reduced |
| Federated Hermes, Inc. | 2,214 | $745.6K | 0.00% | −79−3.4% | Reduced |
| Omers Administration Corp | 2,200 | $740.9K | 0.01% | +2,200 | New |
| Gateway Investment Advisers LLC | 2,128 | $716.6K | 0.01% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 2,111 | $710.9K | 0.13% | +2,111 | New |
| Engineers Gate Manager LP | 2,109 | $710.2K | 0.01% | −672−24.2% | Reduced |
| Illinois Municipal Retirement Fund | 2,085 | $702.1K | 0.01% | +2,085 | New |
| Securian Asset Management, Inc | 2,080 | $700.5K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 2,077 | $699.5K | 0.00% | +154+8.0% | Added |
| Procyon Private Wealth Partners, LLC | 1,951 | $657.1K | 0.04% | −16−0.8% | Reduced |
| Verition Fund Management LLC | 1,946 | $655.3K | 0.00% | +530+37.4% | Added |
| The PNC Financial Services Group, Inc. | 1,915 | $644.9K | 0.00% | +579+43.3% | Added |
| Equitable Trust Co | 1,871 | $630.1K | 0.04% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 1,860 | $626.0K | 0.10% | +1,185+175.6% | Added |
| Commonwealth Equity Services, LLC | 1,821 | $613.0K | 0.00% | +393+27.5% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 1,807 | $608.5K | 0.27% | +2+0.1% | Added |
| Deutsche Bank AG | 1,798 | $605.5K | 0.00% | +42+2.4% | Added |
| Graham Capital Management, L.P. | 1,774 | $597.4K | 0.02% | +1,774 | New |
| Mariner, LLC | 1,705 | $574.0K | 0.00% | +165+10.7% | Added |
| Benjamin Edwards Inc | 1,700 | $572.6K | 0.01% | +138+8.8% | Added |
| Toroso Investments, LLC | 1,695 | $570.8K | 0.00% | +487+40.3% | Added |
| Lazard Asset Management LLC | 1,690 | $569.0K | 0.00% | +1,690 | New |
| Wealth Enhancement Advisory Services, LLC | 1,643 | $553.2K | 0.00% | +191+13.2% | Added |
| Crossmark Global Holdings, Inc. | 1,629 | $549.0K | 0.01% | −629−27.9% | Reduced |
| Catalyst Funds Management Pty Ltd | 1,625 | $547.2K | 0.14% | +1,625 | New |
| Welch & Forbes LLC | 1,609 | $541.8K | 0.01% | −125−7.2% | Reduced |
| Tower Research Capital LLC (TRC) | 1,577 | $531.1K | 0.01% | +867+122.1% | Added |
| Great Valley Advisor Group, Inc. | 1,559 | $525.1K | 0.01% | +35+2.3% | Added |
| Naviter Wealth, LLC | 1,540 | $518.6K | 0.06% | +1,540 | New |
| Maryland State Retirement & Pension System | 1,525 | $513.6K | 0.01% | 00.0% | Unchanged |
| Dundas Partners LLP | 1,522 | $512.5K | 0.04% | +623+69.3% | Added |
| Dempze Nancy E | 1,494 | $503.1K | 0.29% | −1,000−40.1% | Reduced |
| Franklin Resources Inc | 1,483 | $499.4K | 0.00% | 00.0% | Unchanged |
| Connable Office Inc | 1,470 | $495.0K | 0.05% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 1,468 | $494.4K | 0.02% | +554+60.6% | Added |
| Park Avenue Securities LLC | 1,464 | $493.0K | 0.01% | +429+41.4% | Added |
| Cresset Asset Management, LLC | 1,453 | $489.2K | 0.00% | −877−37.6% | Reduced |
| Cadent Capital Advisors, LLC | 1,396 | $470.1K | 0.16% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 1,390 | $468.1K | 0.03% | +1,390 | New |
| Dearborn Partners LLC | 1,330 | $447.9K | 0.02% | +272+25.7% | Added |
| CIBC Asset Management Inc | 1,327 | $446.9K | 0.00% | +68+5.4% | Added |
| Jane Street Group, LLC | 1,311 | $441.5K | 0.00% | −1,722−56.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,269 | $427.3K | 0.00% | +265+26.4% | Added |
| ProShare Advisors LLC | 1,263 | $425.3K | 0.00% | +87+7.4% | Added |
| Alberta Investment Management Corp | 1,256 | $423.0K | 0.00% | +1,256 | New |
| Ballentine Partners, LLC | 1,248 | $420.3K | 0.01% | +13+1.1% | Added |
| Parallel Advisors, LLC | 1,237 | $416.6K | 0.01% | −38−3.0% | Reduced |
| Sanctuary Advisors, LLC | 1,254 | $414.4K | 0.00% | −34−2.6% | Reduced |
| Quadrature Capital Ltd | 1,220 | $410.8K | 0.01% | +1,220 | New |
| RFG - Bristol Wealth Advisors, LLC | 1,201 | $404.5K | 0.13% | +1,201 | New |
| Kestra Private Wealth Services, LLC | 1,178 | $396.7K | 0.01% | +35+3.1% | Added |
| Capital Investment Counsel, Inc | 1,150 | $387.3K | 0.06% | 00.0% | Unchanged |
| CWM, LLC | 1,138 | $383.0K | 0.00% | +17+1.5% | Added |
| Cottonwood Capital Advisors, LLC | 1,135 | $382.2K | 0.27% | +127+12.6% | Added |
| KBC Group NV | 1,125 | $379.0K | 0.00% | +436+63.3% | Added |
| Panagora Asset Management Inc | 1,118 | $376.5K | 0.00% | +4+0.4% | Added |
| Fiduciary Trust Co | 1,080 | $363.7K | 0.00% | −112−9.4% | Reduced |
| Oppenheimer & Co Inc | 1,073 | $361.3K | 0.01% | +244+29.4% | Added |
| Mechanics Bank Trust Department | 1,052 | $354.3K | 0.05% | +5+0.5% | Added |
| Shelton Capital Management | 1,038 | $349.6K | 0.01% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 1,072 | $338.7K | 0.02% | −67−5.9% | Reduced |
| Wallace Advisory Group, LLC | 1,061 | $338.6K | 0.23% | −83−7.3% | Reduced |
| Petrus Trust Company, LTA | 997 | $335.8K | 0.03% | +294+41.8% | Added |
| Quest Partners LLC | 979 | $329.7K | 0.04% | −11,764−92.3% | Reduced |