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 |
|---|---|---|---|---|---|
| M&T Bank Corp | 8,376 | $2.51M | 0.01% | −796−8.7% | Reduced |
| State of New Jersey Common Pension Fund D | 8,498 | $2.55M | 0.01% | −1,579−15.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 8,517 | $2.55M | 0.03% | −252−2.9% | Reduced |
| Comerica Bank | 8,561 | $2.57M | 0.01% | −351−3.9% | Reduced |
| Pathstone Holdings, LLC | 8,602 | $2.58M | 0.01% | +303+3.7% | Added |
| Azzad Asset Management Inc | 8,688 | $2.61M | 0.31% | +8,688 | New |
| State of Wisconsin Investment Board | 8,772 | $2.63M | 0.01% | −375−4.1% | Reduced |
| CI Private Wealth, LLC | 8,818 | $2.64M | 0.00% | −937−9.6% | Reduced |
| Globeflex Capital L P | 8,835 | $2.65M | 0.24% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 9,013 | $2.70M | 0.01% | −3,959−30.5% | Reduced |
| Yousif Capital Management, LLC | 9,287 | $2.78M | 0.03% | −200−2.1% | Reduced |
| George Kaiser Family Foundation | 9,349 | $2.80M | 0.41% | +1,656+21.5% | Added |
| Baird Financial Group, Inc. | 9,503 | $2.85M | 0.01% | +9,503 | New |
| OP Asset Management Ltd | 9,645 | $2.89M | 0.05% | +9,645 | New |
| Vident Advisory, LLC | 9,660 | $2.90M | 0.04% | +9,660 | New |
| Police & Firemen's Retirement System of New Jersey | 9,696 | $2.91M | 0.03% | +86+0.9% | Added |
| Ceera Investments, LLC | 9,786 | $2.93M | 1.01% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 10,401 | $3.12M | 1.39% | −281−2.6% | Reduced |
| Lazard Asset Management LLC | 10,463 | $3.14M | 0.00% | +8,773+519.1% | Added |
| State of Tennessee, Treasury Department | 10,460 | $3.14M | 0.01% | 00.0% | Unchanged |
| Commerce Bank | 10,771 | $3.23M | 0.02% | +605+6.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 11,218 | $3.36M | 0.01% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 11,218 | $3.36M | 0.41% | −507−4.3% | Reduced |
| Treasurer of the State of North Carolina | 12,209 | $3.66M | 0.01% | +470+4.0% | Added |
| Cardinal Capital Management | 12,335 | $3.70M | 0.57% | +275+2.3% | Added |
| Amalgamated Bank | 12,789 | $3.83M | 0.03% | −439−3.3% | Reduced |
| YHB Investment Advisors, Inc. | 12,884 | $3.86M | 0.32% | +8+0.1% | Added |
| Voya Investment Management LLC | 12,940 | $3.88M | 0.00% | +1,081+9.1% | Added |
| Schonfeld Strategic Advisors LLC | 12,986 | $3.89M | 0.03% | +5,596+75.7% | Added |
| Citigroup Inc | 13,108 | $3.93M | 0.00% | +1,846+16.4% | Added |
| Aquatic Capital Management LLC | 13,111 | $3.93M | 0.10% | +10,432+389.4% | Added |
| Congress Wealth Management LLC | 13,260 | $3.98M | 0.05% | +3,250+32.5% | Added |
| Daiwa Securities Group Inc. | 13,567 | $4.07M | 0.02% | −950−6.5% | Reduced |
| Mutual of America Capital Management LLC | 13,904 | $4.17M | 0.05% | −367−2.6% | Reduced |
| HSBC Holdings PLC | 14,042 | $4.18M | 0.00% | +7,776+124.1% | Added |
| New York State Common Retirement Fund | 13,975 | $4.19M | 0.01% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 14,061 | $4.22M | 0.05% | +738+5.5% | Added |
| Henshaw Capital LLC | 14,593 | $4.38M | 0.19% | +1,106+8.2% | Added |
| Neuberger Berman Group LLC | 15,037 | $4.51M | 0.00% | −42−0.3% | Reduced |
| National Bank of Canada | 15,120 | $4.53M | 0.01% | −13,001−46.2% | Reduced |
| Stifel Financial Corp | 15,217 | $4.56M | 0.00% | −3,416−18.3% | Reduced |
| State of Alaska, Department of Revenue | 15,237 | $4.57M | 0.05% | +80+0.5% | Added |
| Motley Fool Asset Management LLC | 15,310 | $4.59M | 0.26% | −486−3.1% | Reduced |
| Magnetar Financial LLC | 15,496 | $4.65M | 0.06% | +12,698+453.8% | Added |
| Point72 Hong Kong Ltd | 15,543 | $4.66M | 0.33% | +14,896+2,302.3% | Added |
| HighTower Advisors, LLC | 15,545 | $4.66M | 0.01% | −523−3.3% | Reduced |
| Trexquant Investment LP | 15,879 | $4.76M | 0.06% | +15,879 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 15,900 | $4.77M | 0.01% | −12,006−43.0% | Reduced |
| MetLife Investment Management | 16,159 | $4.85M | 0.03% | −242−1.5% | Reduced |
| Verition Fund Management LLC | 16,693 | $5.01M | 0.03% | +14,747+757.8% | Added |
| Jump Financial, LLC | 17,070 | $5.12M | 0.08% | +14,784+646.7% | Added |
| HRT Financial LP | 17,154 | $5.14M | 0.03% | +14,719+604.5% | Added |
| Victory Capital Management Inc | 17,302 | $5.19M | 0.01% | +676+4.1% | Added |
| Thrivent Financial for Lutherans | 17,215 | $5.19M | 0.01% | +2,400+16.2% | Added |
| Fisher Asset Management, LLC | 17,539 | $5.26M | 0.00% | −4,462−20.3% | Reduced |
| MUFG Securities EMEA plc | 18,000 | $5.40M | 0.14% | −6,999−28.0% | Reduced |
| Barclays PLC | 18,148 | $5.44M | 0.00% | −3,321−15.5% | Reduced |
| ExodusPoint Capital Management, LP | 18,569 | $5.57M | 0.07% | +18,569 | New |
| Russell Investments Group, Ltd. | 18,908 | $5.67M | 0.01% | +3,302+21.2% | Added |
| Capitolis Liquid Global Markets LLC | 19,000 | $5.70M | 0.05% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 19,058 | $5.71M | 0.10% | +16,949+803.7% | Added |
| Man Group plc | 19,280 | $5.78M | 0.02% | +2,662+16.0% | Added |
| Canada Pension Plan Investment Board | 19,400 | $5.82M | 0.01% | +19,400 | New |
| Prudential Financial Inc | 19,719 | $5.91M | 0.01% | +2,366+13.6% | Added |
| SW Investment Management LLC | 20,000 | $6.00M | 1.88% | 00.0% | Unchanged |
| Jane Street Group, LLC | 20,603 | $6.18M | 0.01% | +19,292+1,471.5% | Added |
| Voleon Capital Management LP | 20,930 | $6.28M | 0.49% | −985−4.5% | Reduced |
| Quantinno Capital Management LP | 21,023 | $6.30M | 0.04% | +14,099+203.6% | Added |
| Great West Life Assurance Co | 21,219 | $6.37M | 0.01% | −1,770−7.7% | Reduced |
| Holocene Advisors, LP | 21,284 | $6.38M | 0.02% | +8,055+60.9% | Added |
| Janus Henderson Group PLC | 21,770 | $6.44M | 0.00% | +9,227+73.6% | Added |
| Motley Fool Wealth Management, LLC | 21,783 | $6.53M | 0.39% | −1,948−8.2% | Reduced |
| Manufacturers Life Insurance Company, The | 21,809 | $6.54M | 0.01% | −683−3.0% | Reduced |
| Pinebridge Investments, L.P. | 22,054 | $6.61M | 0.05% | −1,826−7.6% | Reduced |
| Tudor Investment Corp Et Al | 23,271 | $6.98M | 0.06% | +23,271 | New |
| Cooper Investors Pty Ltd | 24,387 | $7.31M | 1.19% | +3,114+14.6% | Added |
| State Board of Administration of Florida Retirement System | 24,853 | $7.45M | 0.01% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 25,304 | $7.59M | 0.16% | −530−2.1% | Reduced |
| United Capital Financial Advisers, LLC | 25,396 | $7.62M | 0.07% | +12,477+96.6% | Added |
| Quantbot Technologies LP | 25,473 | $7.64M | 0.24% | +19,982+363.9% | Added |
| California State Teachers Retirement System | 25,686 | $7.70M | 0.01% | −284−1.1% | Reduced |
| Marks Group Wealth Management, Inc | 25,821 | $7.74M | 0.75% | +560+2.2% | Added |
| Asset Management One Co.,Ltd. | 26,113 | $7.78M | 0.03% | −5,022−16.1% | Reduced |
| Teacher Retirement System of Texas | 26,888 | $8.06M | 0.03% | −5,863−17.9% | Reduced |
| Corebridge Financial, Inc. | 30,134 | $9.04M | 0.05% | −741−2.4% | Reduced |
| Natixis | 30,881 | $9.17M | 0.05% | +14,979+94.2% | Added |
| Ameriprise Financial Inc | 30,603 | $9.18M | 0.00% | −471−1.5% | Reduced |
| Alliancebernstein L.P. | 32,031 | $9.61M | 0.00% | −2,697−7.8% | Reduced |
| Retirement Systems of Alabama | 32,883 | $9.86M | 0.04% | +32+0.1% | Added |
| Barlow Wealth Partners, Inc. | 36,722 | $10.3M | 1.35% | +760+2.1% | Added |
| Tribune Investment Group LP | 36,000 | $10.8M | 6.19% | +20,000+125.0% | Added |
| AQR Capital Management LLC | 37,163 | $10.9M | 0.01% | +24,063+183.7% | Added |
| Royal Bank of Canada | 37,089 | $11.1M | 0.00% | +19,155+106.8% | Added |
| Algert Global LLC | 38,156 | $11.4M | 0.28% | +1,070+2.9% | Added |
| Segall Bryant & Hamill, LLC | 38,216 | $11.5M | 0.18% | +1,384+3.8% | Added |
| Sone Capital Management, LLC | 38,549 | $11.6M | 1.19% | +38,549 | New |
| D. E. Shaw & Co., Inc. | 40,028 | $12.0M | 0.01% | +37,547+1,513.4% | Added |
| Ci Investments Inc. | 40,407 | $12.1M | 0.05% | +1,687+4.4% | Added |
| TownSquare Capital, LLC | 40,782 | $12.2M | 0.13% | −1,293−3.1% | Reduced |
| Balyasny Asset Management LLC | 41,333 | $12.4M | 0.03% | −126,693−75.4% | Reduced |