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.
Q1 2025 vs. Q4 2024
How the institutions holding Morningstar, Inc. changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Of which not filed for Q1 2025 | Q1 2025 | Change |
|---|---|---|---|---|
| Holders | 451 | 5 | 464 | +18 |
| Shares | 25.7M | 156.0K | 25.3M | −331.7K (−1.3%) |
| Value | $8.67B | $52.5M | $7.57B | −$1.04B (−12.1%) |
5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (66)
Institutions that held Morningstar, Inc. at the end of Q1 2025 but not at the end of Q4 2024.
Sold out (48)
Institutions that held Morningstar, Inc. at the end of Q4 2024 and filed for Q1 2025 without it.
Not filed for Q1 2025 yet (5)
Institutions that held Morningstar, Inc. at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Nuveen Asset Management, LLC | 90,029 | $30.3M |
| Boston Financial Mangement LLC | 65,924 | $22.2M |
| Global Retirement Partners, LLC | 26 | $8.76K |
| Kiely Wealth Advisory Group, Inc. | 20 | $6.49K |
| Financial Gravity Companies, Inc. | 8 | $2.69K |