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 |
|---|---|---|---|---|---|
| Prudential Financial Inc | 19,719 | $5.91M | 0.01% | +2,366+13.6% | Added |
| Canada Pension Plan Investment Board | 19,400 | $5.82M | 0.01% | +19,400 | New |
| Man Group plc | 19,280 | $5.78M | 0.02% | +2,662+16.0% | Added |
| Engineers Gate Manager LP | 19,058 | $5.71M | 0.10% | +16,949+803.7% | Added |
| Capitolis Liquid Global Markets LLC | 19,000 | $5.70M | 0.05% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 18,908 | $5.67M | 0.01% | +3,302+21.2% | Added |
| ExodusPoint Capital Management, LP | 18,569 | $5.57M | 0.07% | +18,569 | New |
| Barclays PLC | 18,148 | $5.44M | 0.00% | −3,321−15.5% | Reduced |
| MUFG Securities EMEA plc | 18,000 | $5.40M | 0.14% | −6,999−28.0% | Reduced |
| Fisher Asset Management, LLC | 17,539 | $5.26M | 0.00% | −4,462−20.3% | Reduced |
| Thrivent Financial for Lutherans | 17,215 | $5.19M | 0.01% | +2,400+16.2% | Added |
| Victory Capital Management Inc | 17,302 | $5.19M | 0.01% | +676+4.1% | Added |
| HRT Financial LP | 17,154 | $5.14M | 0.03% | +14,719+604.5% | Added |
| Jump Financial, LLC | 17,070 | $5.12M | 0.08% | +14,784+646.7% | Added |
| Verition Fund Management LLC | 16,693 | $5.01M | 0.03% | +14,747+757.8% | Added |
| MetLife Investment Management | 16,159 | $4.85M | 0.03% | −242−1.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 15,900 | $4.77M | 0.01% | −12,006−43.0% | Reduced |
| Trexquant Investment LP | 15,879 | $4.76M | 0.06% | +15,879 | New |
| HighTower Advisors, LLC | 15,545 | $4.66M | 0.01% | −523−3.3% | Reduced |
| Point72 Hong Kong Ltd | 15,543 | $4.66M | 0.33% | +14,896+2,302.3% | Added |
| Magnetar Financial LLC | 15,496 | $4.65M | 0.06% | +12,698+453.8% | Added |
| Motley Fool Asset Management LLC | 15,310 | $4.59M | 0.26% | −486−3.1% | Reduced |
| State of Alaska, Department of Revenue | 15,237 | $4.57M | 0.05% | +80+0.5% | Added |
| Stifel Financial Corp | 15,217 | $4.56M | 0.00% | −3,416−18.3% | Reduced |
| National Bank of Canada | 15,120 | $4.53M | 0.01% | −13,001−46.2% | Reduced |
| Neuberger Berman Group LLC | 15,037 | $4.51M | 0.00% | −42−0.3% | Reduced |
| Henshaw Capital LLC | 14,593 | $4.38M | 0.19% | +1,106+8.2% | Added |
| Oppenheimer Asset Management Inc. | 14,061 | $4.22M | 0.05% | +738+5.5% | Added |
| New York State Common Retirement Fund | 13,975 | $4.19M | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 14,042 | $4.18M | 0.00% | +7,776+124.1% | Added |
| Mutual of America Capital Management LLC | 13,904 | $4.17M | 0.05% | −367−2.6% | Reduced |
| Daiwa Securities Group Inc. | 13,567 | $4.07M | 0.02% | −950−6.5% | Reduced |
| Congress Wealth Management LLC | 13,260 | $3.98M | 0.05% | +3,250+32.5% | Added |
| Aquatic Capital Management LLC | 13,111 | $3.93M | 0.10% | +10,432+389.4% | Added |
| Citigroup Inc | 13,108 | $3.93M | 0.00% | +1,846+16.4% | Added |
| Schonfeld Strategic Advisors LLC | 12,986 | $3.89M | 0.03% | +5,596+75.7% | Added |
| Voya Investment Management LLC | 12,940 | $3.88M | 0.00% | +1,081+9.1% | Added |
| YHB Investment Advisors, Inc. | 12,884 | $3.86M | 0.32% | +8+0.1% | Added |
| Amalgamated Bank | 12,789 | $3.83M | 0.03% | −439−3.3% | Reduced |
| Cardinal Capital Management | 12,335 | $3.70M | 0.57% | +275+2.3% | Added |
| Treasurer of the State of North Carolina | 12,209 | $3.66M | 0.01% | +470+4.0% | Added |
| Southeast Asset Advisors Inc. | 11,218 | $3.36M | 0.41% | −507−4.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 11,218 | $3.36M | 0.01% | 00.0% | Unchanged |
| Commerce Bank | 10,771 | $3.23M | 0.02% | +605+6.0% | Added |
| State of Tennessee, Treasury Department | 10,460 | $3.14M | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 10,463 | $3.14M | 0.00% | +8,773+519.1% | Added |
| Kensington Investment Counsel, LLC | 10,401 | $3.12M | 1.39% | −281−2.6% | Reduced |
| Ceera Investments, LLC | 9,786 | $2.93M | 1.01% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 9,696 | $2.91M | 0.03% | +86+0.9% | Added |
| Vident Advisory, LLC | 9,660 | $2.90M | 0.04% | +9,660 | New |
| OP Asset Management Ltd | 9,645 | $2.89M | 0.05% | +9,645 | New |
| Baird Financial Group, Inc. | 9,503 | $2.85M | 0.01% | +9,503 | New |
| George Kaiser Family Foundation | 9,349 | $2.80M | 0.41% | +1,656+21.5% | Added |
| Yousif Capital Management, LLC | 9,287 | $2.78M | 0.03% | −200−2.1% | Reduced |
| Ensign Peak Advisors, Inc | 9,013 | $2.70M | 0.01% | −3,959−30.5% | Reduced |
| Globeflex Capital L P | 8,835 | $2.65M | 0.24% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 8,818 | $2.64M | 0.00% | −937−9.6% | Reduced |
| State of Wisconsin Investment Board | 8,772 | $2.63M | 0.01% | −375−4.1% | Reduced |
| Azzad Asset Management Inc | 8,688 | $2.61M | 0.31% | +8,688 | New |
| Pathstone Holdings, LLC | 8,602 | $2.58M | 0.01% | +303+3.7% | Added |
| Comerica Bank | 8,561 | $2.57M | 0.01% | −351−3.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 8,517 | $2.55M | 0.03% | −252−2.9% | Reduced |
| State of New Jersey Common Pension Fund D | 8,498 | $2.55M | 0.01% | −1,579−15.7% | Reduced |
| M&T Bank Corp | 8,376 | $2.51M | 0.01% | −796−8.7% | Reduced |
| American Century Companies Inc | 8,372 | $2.51M | 0.00% | +261+3.2% | Added |
| Public Employees Retirement System of Ohio | 8,349 | $2.50M | 0.01% | −946−10.2% | Reduced |
| Arizona State Retirement System | 7,980 | $2.39M | 0.02% | −90−1.1% | Reduced |
| US Bancorp | 7,914 | $2.37M | 0.00% | −1,684−17.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 7,770 | $2.33M | 0.02% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 7,768 | $2.33M | 0.00% | +3,435+79.3% | Added |
| Louisiana State Employees Retirement System | 7,600 | $2.28M | 0.05% | +100+1.3% | Added |
| Redmond Asset Management, LLC | 7,528 | $2.26M | 0.58% | 00.0% | Unchanged |
| Bright Rock Capital Management, LLC | 7,500 | $2.25M | 0.47% | 00.0% | Unchanged |
| Danske Bank A/S | 7,093 | $2.13M | 0.01% | +385+5.7% | Added |
| Empire Life Investments Inc. | 7,061 | $2.12M | 0.14% | +255+3.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,029 | $2.11M | 0.01% | +211+3.1% | Added |
| Headlands Technologies LLC | 6,999 | $2.10M | 0.24% | +6,829+4,017.1% | Added |
| Norden Group LLC | 6,837 | $2.05M | 0.24% | −1,708−20.0% | Reduced |
| XTX Topco Ltd | 6,558 | $1.97M | 0.10% | +5,798+762.9% | Added |
| Quest Partners LLC | 6,510 | $1.95M | 0.21% | +5,531+565.0% | Added |
| State of Michigan Retirement System | 6,500 | $1.95M | 0.01% | +100+1.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,458 | $1.94M | 0.01% | +491+8.2% | Added |
| Handelsbanken Fonder AB | 6,372 | $1.91M | 0.01% | 00.0% | Unchanged |
| Oddo BHF Asset Management SAS | 6,300 | $1.89M | 0.08% | −57−0.9% | Reduced |
| Nebula Research & Development LLC | 6,282 | $1.88M | 0.17% | +6,282 | New |
| Graham Capital Management, L.P. | 6,223 | $1.87M | 0.06% | +4,449+250.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,007 | $1.80M | 0.03% | +20.0% | Added |
| New York State Teachers Retirement System | 5,900 | $1.77M | 0.00% | 00.0% | Unchanged |
| Sepio Capital, LP | 5,865 | $1.76M | 0.14% | −72−1.2% | Reduced |
| Harbor Capital Advisors, Inc. | 5,864 | $1.76M | 0.08% | +238+4.2% | Added |
| LPL Financial LLC | 5,836 | $1.75M | 0.00% | +744+14.6% | Added |
| Lecap Asset Management Ltd | 5,782 | $1.73M | 0.40% | +5,782 | New |
| KLP Kapitalforvaltning AS | 5,700 | $1.71M | 0.01% | +100+1.8% | Added |
| Xponance, Inc. | 5,543 | $1.66M | 0.02% | +112+2.1% | Added |
| MML Investors Services, LLC | 5,517 | $1.65M | 0.01% | +422+8.3% | Added |
| Oregon Public Employees Retirement Fund | 5,488 | $1.65M | 0.03% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 5,471 | $1.64M | 0.07% | +5,471 | New |
| Cerity Partners LLC | 5,426 | $1.63M | 0.00% | +798+17.2% | Added |
| Ashford Capital Management Inc | 5,393 | $1.62M | 0.21% | −38−0.7% | Reduced |
| Bank of Montreal | 5,342 | $1.60M | 0.00% | −13−0.2% | Reduced |