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 |
|---|---|---|---|---|---|
| Leonteq Securities AG | 956 | $321.9K | 0.03% | +112+13.3% | Added |
| Angeles Wealth Management, LLC | 925 | $311.5K | 0.03% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 890 | $299.7K | 0.00% | +58+7.0% | Added |
| Invesco, LLC | 888 | $299.0K | 0.12% | −112−11.2% | Reduced |
| Shell Asset Management Co | 837 | $282.0K | 0.01% | −2−0.2% | Reduced |
| Machina Capital S.A.S. | 817 | $275.1K | 0.12% | −225−21.6% | Reduced |
| Stonegate Investment Group, LLC | 788 | $265.4K | 0.01% | +24+3.1% | Added |
| Spears Abacus Advisors LLC | 782 | $263.3K | 0.01% | −8−1.0% | Reduced |
| Callan Family Office, LLC | 782 | $263.3K | 0.02% | +782 | New |
| Associated Banc-Corp | 775 | $261.0K | 0.01% | +10+1.3% | Added |
| Fifth Third Wealth Advisors LLC | 772 | $260.0K | 0.01% | −9−1.2% | Reduced |
| Genesis Private Wealth, LLC | 770 | $259.3K | 0.14% | +770 | New |
| HBK Sorce Advisory LLC | 769 | $259.0K | 0.01% | −34−4.2% | Reduced |
| Two Sigma Securities, LLC | 765 | $257.6K | 0.05% | +765 | New |
| XTX Topco Ltd | 760 | $255.9K | 0.02% | −1,539−66.9% | Reduced |
| Bank of Stockton | 760 | $255.9K | 0.08% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 729 | $245.5K | 0.01% | +729 | New |
| Bayforest Capital Ltd | 715 | $240.8K | 0.30% | +715 | New |
| Principal Securities, Inc. | 705 | $237.4K | 0.01% | +80+12.8% | Added |
| Everence Capital Management Inc | 700 | $236.0K | 0.02% | +700 | New |
| Amundi | 728 | $234.7K | 0.00% | −192,048−99.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 696 | $234.4K | 0.09% | −1−0.1% | Reduced |
| Claret Asset Management Corp | 693 | $233.0K | 0.04% | +5+0.7% | Added |
| Glenview Trust Co | 674 | $227.0K | 0.00% | +674 | New |
| GK Wealth Management LLC | 673 | $226.6K | 0.29% | +673 | New |
| Profund Advisors LLC | 670 | $225.6K | 0.01% | −109−14.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 664 | $223.6K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 662 | $222.9K | 0.00% | +662 | New |
| Kovitz Investment Group Partners, LLC | 654 | $220.2K | 0.00% | +654 | New |
| Point72 Hong Kong Ltd | 647 | $217.8K | 0.01% | +466+257.5% | Added |
| Fonville Wealth Management LLC | 646 | $217.5K | 0.07% | −30−4.4% | Reduced |
| SG Americas Securities, LLC | 639 | $215.0K | 0.00% | −1,395−68.6% | Reduced |
| Cyndeo Wealth Partners, LLC | 636 | $214.2K | 0.01% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 635 | $213.8K | 0.57% | +635 | New |
| Evergreen Capital Management LLC | 634 | $213.5K | 0.01% | +634 | New |
| Quadrant Capital Group LLC | 630 | $212.2K | 0.01% | −6−0.9% | Reduced |
| Keybank National Association | 625 | $210.5K | 0.00% | −83−11.7% | Reduced |
| Rafferty Asset Management, LLC | 617 | $207.8K | 0.00% | +617 | New |
| Willner & Heller, LLC | 616 | $207.5K | 0.18% | +616 | New |
| Schechter Investment Advisors, LLC | 612 | $206.1K | 0.02% | −17−2.7% | Reduced |
| Corton Capital Inc. | 612 | $206.1K | 0.12% | +612 | New |
| Roberts Glore & Co Inc | 610 | $205.4K | 0.06% | +610 | New |
| HM Payson & Co | 600 | $202.1K | 0.00% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 600 | $202.1K | 0.07% | +600 | New |
| Quarry LP | 542 | $182.5K | 0.04% | +490+942.3% | Added |
| North Star Investment Management Corp. | 517 | $174.1K | 0.01% | −60−10.4% | Reduced |
| Umb Bank N A | 467 | $157.3K | 0.00% | +54+13.1% | Added |
| GAMMA Investing LLC | 467 | $157.3K | 0.01% | +154+49.2% | Added |
| Sterling Capital Management LLC | 431 | $145.1K | 0.00% | −54−11.1% | Reduced |
| Brown Brothers Harriman & Co | 423 | $142.4K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 417 | $140.4K | 0.00% | −55−11.7% | Reduced |
| Covestor Ltd | 416 | $140.0K | 0.09% | +53+14.6% | Added |
| Farther Finance Advisors, LLC | 407 | $137.1K | 0.00% | +225+123.6% | Added |
| Signaturefd, LLC | 389 | $130.9K | 0.00% | −7−1.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 375 | $126.3K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 361 | $121.6K | 0.00% | +361 | New |
| Meeder Asset Management Inc | 331 | $111.5K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 345 | $109.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 285 | $96.0K | 0.02% | +39+15.9% | Added |
| Harbor Investment Advisory, LLC | 283 | $95.3K | 0.01% | 00.0% | Unchanged |
| Mizuho Bank, Ltd. | 280 | $94.3K | 0.03% | +280 | New |
| Whittier Trust Co | 271 | $91.3K | 0.00% | +106+64.2% | Added |
| WPG Advisers, LLC | 245 | $82.5K | 0.08% | +245 | New |
| CVA Family Office, LLC | 230 | $77.5K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 218 | $73.0K | 0.00% | −517−70.3% | Reduced |
| Johnson Financial Group, Inc. | 215 | $70.7K | 0.00% | +215 | New |
| Steward Partners Investment Advisory, LLC | 192 | $64.7K | 0.00% | +26+15.7% | Added |
| Nisa Investment Advisors, LLC | 184 | $62.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 171 | $57.8K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 170 | $57.2K | 0.01% | −1,410−89.2% | Reduced |
| Aster Capital Management (DIFC) Ltd | 163 | $54.9K | 0.02% | −93−36.3% | Reduced |
| Longview Financial Advisors LLC | 155 | $52.2K | 0.04% | +155 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 144 | $48.6K | 0.00% | −29−16.8% | Reduced |
| Quent Capital, LLC | 141 | $47.5K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 139 | $46.8K | 0.01% | +46+49.5% | Added |
| Proequities, Inc. | 125 | $41.3K | 0.00% | +14+12.6% | Added |
| Venturi Wealth Management, LLC | 122 | $41.1K | 0.00% | +1+0.8% | Added |
| R Squared Ltd | 120 | $40.4K | 0.04% | +120 | New |
| Point72 (DIFC) Ltd | 119 | $40.0K | 0.00% | +119 | New |
| MAI Capital Management | 111 | $37.4K | 0.00% | +111 | New |
| Allworth Financial LP | 110 | $36.3K | 0.00% | +4+3.8% | Added |
| Private Trust Co NA | 84 | $28.3K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 83 | $28.0K | 0.02% | +83 | New |
| Bell Investment Advisors, Inc | 79 | $26.6K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 78 | $26.3K | 0.00% | +50+178.6% | Added |
| GWM Advisors LLC | 77 | $26.1K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 76 | $25.7K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 76 | $25.7K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 75 | $25.3K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 73 | $24.6K | 0.00% | −10−12.0% | Reduced |
| Lindbrook Capital, LLC | 73 | $24.6K | 0.00% | −6−7.6% | Reduced |
| Clearstead Advisors, LLC | 72 | $24.2K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 70 | $24.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 65 | $21.9K | 0.00% | −185−74.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 64 | $21.6K | 0.00% | +59+1,180.0% | Added |
| Centerpoint Advisors, LLC | 62 | $21.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 61 | $20.5K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 55 | $18.5K | 0.00% | +2+3.8% | Added |
| GeoWealth Management, LLC | 46 | $15.5K | 0.00% | +2+4.5% | Added |
| Tucker Asset Management LLC | 44 | $14.8K | 0.00% | −13−22.8% | Reduced |