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 |
|---|---|---|---|---|---|
| Bank of Nova Scotia | 44,500 | $13.3M | 0.03% | +25,500+134.2% | Added |
| Cubist Systematic Strategies, LLC | 45,055 | $13.5M | 0.18% | +39,344+688.9% | Added |
| California Public Employees Retirement System | 45,086 | $13.5M | 0.01% | +257+0.6% | Added |
| Price T Rowe Associates Inc | 47,480 | $14.2M | 0.00% | −621,409−92.9% | Reduced |
| Legal & General Group Plc | 47,689 | $14.3M | 0.00% | +1,444+3.1% | Added |
| Swiss National Bank | 54,000 | $16.2M | 0.01% | −800−1.5% | Reduced |
| Parnassus Investments | 54,242 | $16.3M | 0.04% | −15,869−22.6% | Reduced |
| Congress Asset Management Co | 56,216 | $16.9M | 0.13% | +7,173+14.6% | Added |
| Nicholas Company, Inc. | 56,585 | $17.0M | 0.29% | −45−0.1% | Reduced |
| Panagora Asset Management Inc | 56,692 | $17.0M | 0.08% | +55,574+4,970.8% | Added |
| Chicago Capital, LLC | 56,795 | $17.0M | 0.48% | −892−1.5% | Reduced |
| Nordea Investment Management AB | 58,426 | $17.3M | 0.02% | +921+1.6% | Added |
| Raymond James Financial Inc | 58,983 | $17.7M | 0.01% | +9,997+20.4% | Added |
| Point72 Asset Management, L.P. | 60,649 | $18.2M | 0.05% | +60,649 | New |
| Confluence Investment Management LLC | 62,103 | $18.6M | 0.27% | −1,290−2.0% | Reduced |
| Squarepoint Ops LLC | 64,031 | $19.2M | 0.05% | +53,328+498.3% | Added |
| First Trust Advisors LP | 69,456 | $20.8M | 0.02% | +39,570+132.4% | Added |
| Captrust Financial Advisors | 73,612 | $22.1M | 0.06% | +64,586+715.6% | Added |
| Rhumbline Advisers | 76,177 | $22.8M | 0.02% | −965−1.3% | Reduced |
| Principal Financial Group Inc | 76,327 | $22.9M | 0.01% | −2,312−2.9% | Reduced |
| Invesco Ltd. | 76,646 | $23.0M | 0.00% | −117,536−60.5% | Reduced |
| DF Dent & Co Inc | 82,963 | $24.9M | 0.33% | −2,715−3.2% | Reduced |
| Wells Fargo & Company | 84,538 | $25.4M | 0.01% | −2,470−2.8% | Reduced |
| Qube Research & Technologies Ltd | 87,483 | $26.2M | 0.04% | +45,483+108.3% | Added |
| Two Sigma Advisers, LP | 91,700 | $27.5M | 0.06% | +71,100+345.1% | Added |
| Praesidium Investment Management Company, LLC | 101,472 | $30.4M | 5.69% | +11,414+12.7% | Added |
| Copeland Capital Management, LLC | 103,384 | $31.0M | 0.62% | −2,018−1.9% | Reduced |
| UBS Group AG | 105,250 | $31.6M | 0.01% | −2,635−2.4% | Reduced |
| Envestnet Asset Management Inc | 106,294 | $31.9M | 0.01% | +12,159+12.9% | Added |
| Citadel Advisors LLC | 107,782 | $32.3M | 0.03% | +2,425+2.3% | Added |
| Schroder Investment Management Group | 110,570 | $32.7M | 0.03% | +10,385+10.4% | Added |
| UBS Asset Management Americas Inc | 109,257 | $32.8M | 0.01% | +10,920+11.1% | Added |
| Two Sigma Investments, LP | 113,152 | $33.9M | 0.07% | +76,915+212.3% | Added |
| Nuveen, LLC | 127,617 | $38.3M | 0.01% | +127,617 | New |
| American Capital Management Inc | 128,075 | $38.4M | 1.56% | −617−0.5% | Reduced |
| Royce & Associates LP | 137,533 | $41.2M | 0.45% | −33,147−19.4% | Reduced |
| Goldman Sachs Group Inc | 137,920 | $41.4M | 0.01% | −94,563−40.7% | Reduced |
| SEI Investments Co | 139,069 | $41.7M | 0.05% | +2,130+1.6% | Added |
| Arrowstreet Capital, Limited Partnership | 162,936 | $48.9M | 0.04% | +45,780+39.1% | Added |
| Premier Fund Managers Ltd | 170,068 | $50.3M | 1.88% | +20,068+13.4% | Added |
| M&G Plc | 168,677 | $50.6M | 0.24% | −7,993−4.5% | Reduced |
| Charles Schwab Investment Management Inc | 196,465 | $58.9M | 0.01% | +2,270+1.2% | Added |
| JPMorgan Chase & Co | 200,763 | $60.2M | 0.00% | +10,108+5.3% | Added |
| Northern Trust Corp | 217,616 | $65.3M | 0.01% | −12,533−5.4% | Reduced |
| Renaissance Technologies LLC | 235,270 | $70.6M | 0.11% | +46,900+24.9% | Added |
| Allspring Global Investments Holdings, LLC | 255,057 | $76.9M | 0.13% | −17,894−6.6% | Reduced |
| Bank of New York Mellon Corp | 270,177 | $81.0M | 0.02% | −17,854−6.2% | Reduced |
| Dimensional Fund Advisors LP | 317,127 | $95.1M | 0.02% | +12,113+4.0% | Added |
| Liontrust Investment Partners LLP | 322,920 | $96.8M | 1.51% | −10,711−3.2% | Reduced |
| Norges Bank | 331,673 | $99.5M | 0.01% | 00.0% | Unchanged |
| FMR LLC | 419,980 | $125.9M | 0.01% | +20,395+5.1% | Added |
| Millennium Management LLC | 540,795 | $162.2M | 0.16% | +253,137+88.0% | Added |
| Geode Capital Management, LLC | 615,533 | $184.6M | 0.01% | +54,102+9.6% | Added |
| Wasatch Advisors Inc | 664,245 | $199.2M | 1.11% | −25,909−3.8% | Reduced |
| State Street Corp | 850,005 | $254.9M | 0.01% | +8,371+1.0% | Added |
| Massachusetts Financial Services Co | 862,259 | $258.6M | 0.09% | −154,047−15.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 910,156 | $272.9M | 0.67% | −65,037−6.7% | Reduced |
| Bank of America Corp | 916,435 | $274.8M | 0.02% | −386,895−29.7% | Reduced |
| Wellington Management Group LLP | 1,079,805 | $323.8M | 0.06% | −794−0.1% | Reduced |
| Select Equity Group, L.P. | 1,172,567 | $351.6M | 1.57% | −201,868−14.7% | Reduced |
| Bamco Inc | 1,299,508 | $389.7M | 1.14% | −5,647−0.4% | Reduced |
| Morgan Stanley | 2,101,105 | $630.1M | 0.05% | +44,195+2.1% | Added |
| Vanguard Group Inc | 2,660,458 | $797.8M | 0.01% | −143,153−5.1% | Reduced |
| BlackRock, Inc. | 2,704,022 | $810.9M | 0.02% | +36,269+1.4% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −10,896−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −10,188−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −5,117−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −4,313−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −3,585−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −2,562−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −2,453−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −2,111−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −1,625−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −1,468−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −1,269−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −1,220−100.0% | Sold out |
| RFG - Bristol Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,201−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −1,073−100.0% | Sold out |
| Invesco, LLC | 0 | $0 | 0.00% | −888−100.0% | Sold out |
| Stonegate Investment Group, LLC | 0 | $0 | 0.00% | −788−100.0% | Sold out |
| Spears Abacus Advisors LLC | 0 | $0 | 0.00% | −782−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −765−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −670−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −664−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −654−100.0% | Sold out |
| Fonville Wealth Management LLC | 0 | $0 | 0.00% | −646−100.0% | Sold out |
| Cyndeo Wealth Partners, LLC | 0 | $0 | 0.00% | −636−100.0% | Sold out |
| Longboard Asset Management, LP | 0 | $0 | 0.00% | −635−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −634−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −617−100.0% | Sold out |
| Willner & Heller, LLC | 0 | $0 | 0.00% | −616−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −612−100.0% | Sold out |
| Schechter Investment Advisors, LLC | 0 | $0 | 0.00% | −612−100.0% | Sold out |
| Roberts Glore & Co Inc | 0 | $0 | 0.00% | −610−100.0% | Sold out |
| Running Point Capital Advisors, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Mizuho Bank, Ltd. | 0 | $0 | 0.00% | −280−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −163−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −122−100.0% | Sold out |