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 |
|---|---|---|---|---|---|
| Andina Capital Management, LLC | 1,295 | $388.3K | 0.28% | +1,295 | New |
| Ballentine Partners, LLC | 1,290 | $386.8K | 0.01% | +42+3.4% | Added |
| Pacer Advisors, Inc. | 1,260 | $377.8K | 0.00% | −3,691−74.6% | Reduced |
| Alberta Investment Management Corp | 1,256 | $376.6K | 0.00% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 1,331 | $375.7K | 0.02% | +259+24.2% | Added |
| CWM, LLC | 1,249 | $375.0K | 0.00% | +111+9.8% | Added |
| Maryland State Retirement & Pension System | 1,247 | $373.9K | 0.01% | −278−18.2% | Reduced |
| Voloridge Investment Management, LLC | 1,241 | $372.1K | 0.00% | +1,241 | New |
| Crossmark Global Holdings, Inc. | 1,215 | $364.3K | 0.01% | −414−25.4% | Reduced |
| Wallace Advisory Group, LLC | 1,080 | $363.7K | 0.25% | +19+1.8% | Added |
| Toroso Investments, LLC | 1,205 | $361.3K | 0.00% | −490−28.9% | Reduced |
| Oak Thistle LLC | 1,202 | $360.4K | 0.07% | −3,074−71.9% | Reduced |
| Parallel Advisors, LLC | 1,181 | $354.1K | 0.01% | −56−4.5% | Reduced |
| Sanctuary Advisors, LLC | 1,178 | $353.1K | 0.00% | −76−6.1% | Reduced |
| Institute for Wealth Management, LLC. | 1,171 | $351.4K | 0.05% | +1,171 | New |
| 111 Capital | 1,158 | $347.2K | 0.07% | +1,158 | New |
| ProShare Advisors LLC | 1,151 | $345.2K | 0.00% | −112−8.9% | Reduced |
| Capital Investment Counsel, Inc | 1,150 | $344.9K | 0.05% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 1,135 | $340.4K | 0.25% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,113 | $333.9K | 0.03% | +157+16.4% | Added |
| Fiduciary Trust Co | 1,084 | $325.1K | 0.00% | +4+0.4% | Added |
| KBC Group NV | 1,064 | $319.0K | 0.00% | −61−5.4% | Reduced |
| QRG Capital Management, Inc. | 1,049 | $314.6K | 0.00% | +159+17.9% | Added |
| Quadrant Capital Group LLC | 1,039 | $311.6K | 0.01% | +409+64.9% | Added |
| Shelton Capital Management | 970 | $290.9K | 0.01% | −68−6.6% | Reduced |
| denkapparat Operations GmbH | 966 | $289.7K | 0.31% | +966 | New |
| Mechanics Bank Trust Department | 955 | $286.4K | 0.04% | −97−9.2% | Reduced |
| CAPROCK Group, Inc. | 947 | $284.0K | 0.01% | +947 | New |
| Axq Capital, LP | 929 | $278.6K | 0.11% | +929 | New |
| Angeles Wealth Management, LLC | 926 | $277.7K | 0.02% | +1+0.1% | Added |
| Landscape Capital Management, L.L.C. | 923 | $276.8K | 0.02% | +923 | New |
| Tower Research Capital LLC (TRC) | 906 | $271.7K | 0.01% | −671−42.5% | Reduced |
| Callan Family Office, LLC | 864 | $259.1K | 0.02% | +82+10.5% | Added |
| Bayforest Capital Ltd | 855 | $256.4K | 0.11% | +140+19.6% | Added |
| Bryn Mawr Trust Co | 835 | $250.4K | 0.00% | +474+131.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 821 | $246.2K | 0.01% | +821 | New |
| Versant Capital Management, Inc | 811 | $243.2K | 0.04% | +526+184.6% | Added |
| Keybank National Association | 810 | $242.9K | 0.00% | +185+29.6% | Added |
| Shell Asset Management Co | 803 | $241.0K | 0.01% | −34−4.1% | Reduced |
| Principal Securities, Inc. | 705 | $237.4K | 0.01% | 00.0% | Unchanged |
| Genesis Private Wealth, LLC | 788 | $236.3K | 0.13% | +18+2.3% | Added |
| Associated Banc-Corp | 782 | $234.5K | 0.01% | +7+0.9% | Added |
| Atomi Financial Group, Inc. | 777 | $233.0K | 0.01% | +48+6.6% | Added |
| Fifth Third Wealth Advisors LLC | 774 | $232.1K | 0.01% | +2+0.3% | Added |
| HBK Sorce Advisory LLC | 765 | $229.4K | 0.01% | −4−0.5% | Reduced |
| Aspen Grove Capital, LLC | 762 | $228.5K | 0.04% | +762 | New |
| Everence Capital Management Inc | 700 | $210.0K | 0.01% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 698 | $209.3K | 0.08% | +2+0.3% | Added |
| Mercer Global Advisors Inc | 698 | $208.5K | 0.00% | +698 | New |
| Claret Asset Management Corp | 693 | $208.0K | 0.03% | 00.0% | Unchanged |
| Amundi | 713 | $207.4K | 0.00% | −15−2.1% | Reduced |
| Forum Financial Management, LP | 689 | $206.6K | 0.00% | +27+4.1% | Added |
| Kestra Private Wealth Services, LLC | 689 | $206.6K | 0.00% | −489−41.5% | Reduced |
| Glenview Trust Co | 683 | $204.8K | 0.00% | +9+1.3% | Added |
| GK Wealth Management LLC | 678 | $203.2K | 0.25% | +5+0.7% | Added |
| Bank of Stockton | 674 | $202.1K | 0.06% | −86−11.3% | Reduced |
| Brown Miller Wealth Management, LLC | 669 | $200.5K | 0.07% | +669 | New |
| HM Payson & Co | 600 | $179.9K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 556 | $166.7K | 0.04% | +556 | New |
| North Star Investment Management Corp. | 517 | $155.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 516 | $154.7K | 0.00% | +49+10.5% | Added |
| Covestor Ltd | 486 | $146.0K | 0.10% | +70+16.8% | Added |
| GAMMA Investing LLC | 481 | $144.2K | 0.01% | +14+3.0% | Added |
| Johnson Financial Group, Inc. | 412 | $123.5K | 0.01% | +197+91.6% | Added |
| Farther Finance Advisors, LLC | 408 | $123.1K | 0.00% | +1+0.2% | Added |
| Fifth Third Bancorp | 399 | $119.6K | 0.00% | −18−4.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 389 | $116.6K | 0.09% | +387+19,350.0% | Added |
| Coldstream Capital Management Inc | 375 | $112.5K | 0.00% | +375 | New |
| Cullen/Frost Bankers, Inc. | 375 | $112.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 358 | $107.2K | 0.00% | −31−8.0% | Reduced |
| Whittier Trust Co | 355 | $106.4K | 0.00% | +84+31.0% | Added |
| Bokf, NA | 345 | $103.5K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 321 | $96.3K | 0.02% | −221−40.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 318 | $95.4K | 0.02% | +318 | New |
| Brown Brothers Harriman & Co | 287 | $86.1K | 0.00% | −136−32.2% | Reduced |
| Harbor Investment Advisory, LLC | 283 | $84.9K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 255 | $76.5K | 0.01% | −76−23.0% | Reduced |
| WPG Advisers, LLC | 243 | $72.9K | 0.07% | −2−0.8% | Reduced |
| CVA Family Office, LLC | 230 | $69.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 223 | $66.9K | 0.01% | +150+205.5% | Added |
| Geneos Wealth Management Inc. | 208 | $62.4K | 0.00% | +153+278.2% | Added |
| Steward Partners Investment Advisory, LLC | 194 | $58.2K | 0.00% | +2+1.0% | Added |
| Nisa Investment Advisors, LLC | 184 | $55.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 177 | $53.1K | 0.00% | +112+172.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 178 | $52.7K | 0.00% | +34+23.6% | Added |
| First Horizon Advisors, Inc. | 171 | $51.5K | 0.00% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 155 | $46.5K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 155 | $46.5K | 0.00% | +152+5,066.7% | Added |
| MAI Capital Management | 153 | $45.9K | 0.00% | +42+37.8% | Added |
| V-Square Quantitative Management LLC | 145 | $43.5K | 0.01% | +6+4.3% | Added |
| Quent Capital, LLC | 141 | $42.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 117 | $32.7K | 0.00% | +7+6.4% | Added |
| Wayfinding Financial, LLC | 110 | $32.0K | 0.01% | +110 | New |
| Sterling Capital Management LLC | 89 | $26.7K | 0.00% | −342−79.4% | Reduced |
| Clearstead Advisors, LLC | 85 | $25.5K | 0.00% | +13+18.1% | Added |
| Private Trust Co NA | 84 | $25.2K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 83 | $25.0K | 0.00% | +83 | New |
| Bradley & Co. Private Wealth Management, LLC | 83 | $24.9K | 0.02% | 00.0% | Unchanged |
| Optiver Holding B.V. | 81 | $24.3K | 0.00% | +81 | New |
| Bell Investment Advisors, Inc | 79 | $23.7K | 0.00% | 00.0% | Unchanged |