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, Q1 2025
Institutional positions in Morningstar, Inc. as of Mar 31, 2025. 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
- 464
- +18 vs. Q4 2024
- Shares held
- 25.3M
- −331.7K (−1.3%) vs. Q4 2024
- Total value
- $7.57B
- −$1.04B (−12.1%) vs. Q4 2024
- New holders
- 66
- 192 more added
- Sold out
- 48
- 132 more reduced
5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Morningstar, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,704,022 | $810.9M | 0.02% | +36,269+1.4% | Added |
| Vanguard Group Inc | 2,660,458 | $797.8M | 0.01% | −143,153−5.1% | Reduced |
| Morgan Stanley | 2,101,105 | $630.1M | 0.05% | +44,195+2.1% | Added |
| Bamco Inc | 1,299,508 | $389.7M | 1.14% | −5,647−0.4% | Reduced |
| Select Equity Group, L.P. | 1,172,567 | $351.6M | 1.57% | −201,868−14.7% | Reduced |
| Wellington Management Group LLP | 1,079,805 | $323.8M | 0.06% | −794−0.1% | Reduced |
| Bank of America Corp | 916,435 | $274.8M | 0.02% | −386,895−29.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 910,156 | $272.9M | 0.67% | −65,037−6.7% | Reduced |
| Massachusetts Financial Services Co | 862,259 | $258.6M | 0.09% | −154,047−15.2% | Reduced |
| State Street Corp | 850,005 | $254.9M | 0.01% | +8,371+1.0% | Added |
| Wasatch Advisors Inc | 664,245 | $199.2M | 1.11% | −25,909−3.8% | Reduced |
| Geode Capital Management, LLC | 615,533 | $184.6M | 0.01% | +54,102+9.6% | Added |
| Millennium Management LLC | 540,795 | $162.2M | 0.16% | +253,137+88.0% | Added |
| FMR LLC | 419,980 | $125.9M | 0.01% | +20,395+5.1% | Added |
| Norges Bank | 331,673 | $99.5M | 0.01% | 00.0% | Unchanged |
| Liontrust Investment Partners LLP | 322,920 | $96.8M | 1.51% | −10,711−3.2% | Reduced |
| Dimensional Fund Advisors LP | 317,127 | $95.1M | 0.02% | +12,113+4.0% | Added |
| Bank of New York Mellon Corp | 270,177 | $81.0M | 0.02% | −17,854−6.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 255,057 | $76.9M | 0.13% | −17,894−6.6% | Reduced |
| Renaissance Technologies LLC | 235,270 | $70.6M | 0.11% | +46,900+24.9% | Added |
| Northern Trust Corp | 217,616 | $65.3M | 0.01% | −12,533−5.4% | Reduced |
| JPMorgan Chase & Co | 200,763 | $60.2M | 0.00% | +10,108+5.3% | Added |
| Charles Schwab Investment Management Inc | 196,465 | $58.9M | 0.01% | +2,270+1.2% | Added |
| M&G Plc | 168,677 | $50.6M | 0.24% | −7,993−4.5% | Reduced |
| Premier Fund Managers Ltd | 170,068 | $50.3M | 1.88% | +20,068+13.4% | Added |
| Arrowstreet Capital, Limited Partnership | 162,936 | $48.9M | 0.04% | +45,780+39.1% | Added |
| SEI Investments Co | 139,069 | $41.7M | 0.05% | +2,130+1.6% | Added |
| Goldman Sachs Group Inc | 137,920 | $41.4M | 0.01% | −94,563−40.7% | Reduced |
| Royce & Associates LP | 137,533 | $41.2M | 0.45% | −33,147−19.4% | Reduced |
| American Capital Management Inc | 128,075 | $38.4M | 1.56% | −617−0.5% | Reduced |
| Nuveen, LLC | 127,617 | $38.3M | 0.01% | +127,617 | New |
| Two Sigma Investments, LP | 113,152 | $33.9M | 0.07% | +76,915+212.3% | Added |
| UBS Asset Management Americas Inc | 109,257 | $32.8M | 0.01% | +10,920+11.1% | Added |
| Schroder Investment Management Group | 110,570 | $32.7M | 0.03% | +10,385+10.4% | Added |
| Citadel Advisors LLC | 107,782 | $32.3M | 0.03% | +2,425+2.3% | Added |
| Envestnet Asset Management Inc | 106,294 | $31.9M | 0.01% | +12,159+12.9% | Added |
| UBS Group AG | 105,250 | $31.6M | 0.01% | −2,635−2.4% | Reduced |
| Copeland Capital Management, LLC | 103,384 | $31.0M | 0.62% | −2,018−1.9% | Reduced |
| Praesidium Investment Management Company, LLC | 101,472 | $30.4M | 5.69% | +11,414+12.7% | Added |
| Two Sigma Advisers, LP | 91,700 | $27.5M | 0.06% | +71,100+345.1% | Added |
| Qube Research & Technologies Ltd | 87,483 | $26.2M | 0.04% | +45,483+108.3% | Added |
| Wells Fargo & Company | 84,538 | $25.4M | 0.01% | −2,470−2.8% | Reduced |
| DF Dent & Co Inc | 82,963 | $24.9M | 0.33% | −2,715−3.2% | Reduced |
| Invesco Ltd. | 76,646 | $23.0M | 0.00% | −117,536−60.5% | Reduced |
| Principal Financial Group Inc | 76,327 | $22.9M | 0.01% | −2,312−2.9% | Reduced |
| Rhumbline Advisers | 76,177 | $22.8M | 0.02% | −965−1.3% | Reduced |
| Captrust Financial Advisors | 73,612 | $22.1M | 0.06% | +64,586+715.6% | Added |
| First Trust Advisors LP | 69,456 | $20.8M | 0.02% | +39,570+132.4% | Added |
| Squarepoint Ops LLC | 64,031 | $19.2M | 0.05% | +53,328+498.3% | Added |
| Confluence Investment Management LLC | 62,103 | $18.6M | 0.27% | −1,290−2.0% | Reduced |
| Point72 Asset Management, L.P. | 60,649 | $18.2M | 0.05% | +60,649 | New |
| Raymond James Financial Inc | 58,983 | $17.7M | 0.01% | +9,997+20.4% | Added |
| Nordea Investment Management AB | 58,426 | $17.3M | 0.02% | +921+1.6% | Added |
| Chicago Capital, LLC | 56,795 | $17.0M | 0.48% | −892−1.5% | Reduced |
| Panagora Asset Management Inc | 56,692 | $17.0M | 0.08% | +55,574+4,970.8% | Added |
| Nicholas Company, Inc. | 56,585 | $17.0M | 0.29% | −45−0.1% | Reduced |
| Congress Asset Management Co | 56,216 | $16.9M | 0.13% | +7,173+14.6% | Added |
| Parnassus Investments | 54,242 | $16.3M | 0.04% | −15,869−22.6% | Reduced |
| Swiss National Bank | 54,000 | $16.2M | 0.01% | −800−1.5% | Reduced |
| Legal & General Group Plc | 47,689 | $14.3M | 0.00% | +1,444+3.1% | Added |
| Price T Rowe Associates Inc | 47,480 | $14.2M | 0.00% | −621,409−92.9% | Reduced |
| California Public Employees Retirement System | 45,086 | $13.5M | 0.01% | +257+0.6% | Added |
| Cubist Systematic Strategies, LLC | 45,055 | $13.5M | 0.18% | +39,344+688.9% | Added |
| Bank of Nova Scotia | 44,500 | $13.3M | 0.03% | +25,500+134.2% | Added |
| Balyasny Asset Management LLC | 41,333 | $12.4M | 0.03% | −126,693−75.4% | Reduced |
| TownSquare Capital, LLC | 40,782 | $12.2M | 0.13% | −1,293−3.1% | Reduced |
| Ci Investments Inc. | 40,407 | $12.1M | 0.05% | +1,687+4.4% | Added |
| D. E. Shaw & Co., Inc. | 40,028 | $12.0M | 0.01% | +37,547+1,513.4% | Added |
| Sone Capital Management, LLC | 38,549 | $11.6M | 1.19% | +38,549 | New |
| Segall Bryant & Hamill, LLC | 38,216 | $11.5M | 0.18% | +1,384+3.8% | Added |
| Algert Global LLC | 38,156 | $11.4M | 0.28% | +1,070+2.9% | Added |
| Royal Bank of Canada | 37,089 | $11.1M | 0.00% | +19,155+106.8% | Added |
| AQR Capital Management LLC | 37,163 | $10.9M | 0.01% | +24,063+183.7% | Added |
| Tribune Investment Group LP | 36,000 | $10.8M | 6.19% | +20,000+125.0% | Added |
| Barlow Wealth Partners, Inc. | 36,722 | $10.3M | 1.35% | +760+2.1% | Added |
| Retirement Systems of Alabama | 32,883 | $9.86M | 0.04% | +32+0.1% | Added |
| Alliancebernstein L.P. | 32,031 | $9.61M | 0.00% | −2,697−7.8% | Reduced |
| Ameriprise Financial Inc | 30,603 | $9.18M | 0.00% | −471−1.5% | Reduced |
| Natixis | 30,881 | $9.17M | 0.05% | +14,979+94.2% | Added |
| Corebridge Financial, Inc. | 30,134 | $9.04M | 0.05% | −741−2.4% | Reduced |
| Teacher Retirement System of Texas | 26,888 | $8.06M | 0.03% | −5,863−17.9% | Reduced |
| Asset Management One Co.,Ltd. | 26,113 | $7.78M | 0.03% | −5,022−16.1% | Reduced |
| Marks Group Wealth Management, Inc | 25,821 | $7.74M | 0.75% | +560+2.2% | Added |
| California State Teachers Retirement System | 25,686 | $7.70M | 0.01% | −284−1.1% | Reduced |
| Quantbot Technologies LP | 25,473 | $7.64M | 0.24% | +19,982+363.9% | Added |
| United Capital Financial Advisers, LLC | 25,396 | $7.62M | 0.07% | +12,477+96.6% | Added |
| Kornitzer Capital Management Inc | 25,304 | $7.59M | 0.16% | −530−2.1% | Reduced |
| State Board of Administration of Florida Retirement System | 24,853 | $7.45M | 0.01% | 00.0% | Unchanged |
| Cooper Investors Pty Ltd | 24,387 | $7.31M | 1.19% | +3,114+14.6% | Added |
| Tudor Investment Corp Et Al | 23,271 | $6.98M | 0.06% | +23,271 | New |
| Pinebridge Investments, L.P. | 22,054 | $6.61M | 0.05% | −1,826−7.6% | Reduced |
| Manufacturers Life Insurance Company, The | 21,809 | $6.54M | 0.01% | −683−3.0% | Reduced |
| Motley Fool Wealth Management, LLC | 21,783 | $6.53M | 0.39% | −1,948−8.2% | Reduced |
| Janus Henderson Group PLC | 21,770 | $6.44M | 0.00% | +9,227+73.6% | Added |
| Holocene Advisors, LP | 21,284 | $6.38M | 0.02% | +8,055+60.9% | Added |
| Great West Life Assurance Co | 21,219 | $6.37M | 0.01% | −1,770−7.7% | Reduced |
| Quantinno Capital Management LP | 21,023 | $6.30M | 0.04% | +14,099+203.6% | Added |
| Voleon Capital Management LP | 20,930 | $6.28M | 0.49% | −985−4.5% | Reduced |
| Jane Street Group, LLC | 20,603 | $6.18M | 0.01% | +19,292+1,471.5% | Added |
| SW Investment Management LLC | 20,000 | $6.00M | 1.88% | 00.0% | Unchanged |