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, Q2 2025
Institutional positions in Morningstar, Inc. as of Jun 30, 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
- 481
- +20 vs. Q1 2025
- Shares held
- 25.7M
- +399.7K (+1.6%) vs. Q1 2025
- Total value
- $8.05B
- +$481.0M (+6.4%) vs. Q1 2025
- New holders
- 69
- 182 more added
- Sold out
- 49
- 159 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Morningstar, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Acadian Asset Management LLC | 7,321 | $2.30M | 0.00% | +7,321 | New |
| Public Employees Retirement System of Ohio | 7,426 | $2.33M | 0.01% | −923−11.1% | Reduced |
| Louisiana State Employees Retirement System | 7,500 | $2.35M | 0.04% | −100−1.3% | Reduced |
| Bright Rock Capital Management, LLC | 7,500 | $2.35M | 0.48% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 7,528 | $2.36M | 0.56% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 7,534 | $2.37M | 0.00% | +4,339+135.8% | Added |
| State of Wisconsin Investment Board | 7,589 | $2.38M | 0.01% | −1,183−13.5% | Reduced |
| Loomis Sayles & Co L P | 7,631 | $2.40M | 0.00% | +5,149+207.5% | Added |
| Teachers Retirement System of the State of Kentucky | 7,770 | $2.44M | 0.02% | 00.0% | Unchanged |
| US Bancorp | 7,972 | $2.50M | 0.00% | +58+0.7% | Added |
| Arizona State Retirement System | 8,081 | $2.54M | 0.01% | +101+1.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 8,088 | $2.54M | 0.02% | −429−5.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,212 | $2.58M | 0.01% | +1,183+16.8% | Added |
| Comerica Bank | 8,345 | $2.62M | 0.01% | −216−2.5% | Reduced |
| CI Private Wealth, LLC | 8,428 | $2.65M | 0.00% | −390−4.4% | Reduced |
| M&T Bank Corp | 8,445 | $2.65M | 0.01% | +69+0.8% | Added |
| State of New Jersey Common Pension Fund D | 8,498 | $2.67M | 0.01% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 8,544 | $2.68M | 0.01% | −58−0.7% | Reduced |
| 1832 Asset Management L.P. | 8,600 | $2.70M | 0.00% | +8,600 | New |
| Azzad Asset Management Inc | 8,683 | $2.73M | 0.29% | −5−0.1% | Reduced |
| Globeflex Capital L P | 8,835 | $2.77M | 0.23% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 8,852 | $2.78M | 0.00% | +6,173+230.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 8,961 | $2.81M | 0.03% | −735−7.6% | Reduced |
| Yousif Capital Management, LLC | 8,961 | $2.81M | 0.03% | −326−3.5% | Reduced |
| Aquatic Capital Management LLC | 8,973 | $2.82M | 0.06% | −4,138−31.6% | Reduced |
| Brevan Howard Capital Management LP | 9,354 | $2.94M | 0.03% | +4,288+84.6% | Added |
| Gotham Asset Management, LLC | 9,390 | $2.95M | 0.02% | +5,286+128.8% | Added |
| Ensign Peak Advisors, Inc | 9,395 | $2.95M | 0.01% | +382+4.2% | Added |
| Asset Management One Co.,Ltd. | 9,486 | $2.98M | 0.01% | −16,627−63.7% | Reduced |
| OP Asset Management Ltd | 9,645 | $3.03M | 0.04% | 00.0% | Unchanged |
| Dearborn Partners LLC | 9,663 | $3.03M | 0.14% | +8,117+525.0% | Added |
| Ceera Investments, LLC | 9,786 | $3.07M | 0.94% | 00.0% | Unchanged |
| Commerce Bank | 10,015 | $3.14M | 0.02% | −756−7.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 10,054 | $3.16M | 0.08% | +8,306+475.2% | Added |
| Kensington Investment Counsel, LLC | 10,343 | $3.25M | 1.39% | −58−0.6% | Reduced |
| State of Tennessee, Treasury Department | 10,460 | $3.28M | 0.01% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 10,984 | $3.45M | 0.01% | −1,225−10.0% | Reduced |
| Vident Advisory, LLC | 11,184 | $3.51M | 0.04% | +1,524+15.8% | Added |
| Southeast Asset Advisors Inc. | 11,227 | $3.52M | 0.42% | +9+0.1% | Added |
| Schonfeld Strategic Advisors LLC | 11,330 | $3.56M | 0.03% | −1,656−12.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 11,485 | $3.61M | 0.01% | +267+2.4% | Added |
| Motley Fool Asset Management LLC | 11,753 | $3.69M | 0.17% | −3,557−23.2% | Reduced |
| YHB Investment Advisors, Inc. | 12,179 | $3.82M | 0.30% | −705−5.5% | Reduced |
| Henshaw Capital LLC | 12,463 | $3.91M | 0.16% | −2,130−14.6% | Reduced |
| Amalgamated Bank | 12,542 | $3.94M | 0.03% | −247−1.9% | Reduced |
| New York State Common Retirement Fund | 12,641 | $3.97M | 0.01% | −1,334−9.5% | Reduced |
| Daiwa Securities Group Inc. | 12,717 | $3.99M | 0.01% | −850−6.3% | Reduced |
| Natixis | 12,948 | $4.06M | 0.02% | −17,933−58.1% | Reduced |
| Mutual of America Capital Management LLC | 13,237 | $4.16M | 0.04% | −667−4.8% | Reduced |
| Oppenheimer Asset Management Inc. | 13,238 | $4.16M | 0.05% | −823−5.9% | Reduced |
| Stifel Financial Corp | 13,513 | $4.24M | 0.00% | −1,704−11.2% | Reduced |
| Cardinal Capital Management | 13,854 | $4.35M | 0.64% | +1,519+12.3% | Added |
| Congress Wealth Management LLC | 14,043 | $4.41M | 0.04% | +783+5.9% | Added |
| First Trust Advisors LP | 14,400 | $4.52M | 0.00% | −55,056−79.3% | Reduced |
| Sone Capital Management, LLC | 14,559 | $4.57M | 0.42% | −23,990−62.2% | Reduced |
| Neuberger Berman Group LLC | 14,616 | $4.59M | 0.00% | −421−2.8% | Reduced |
| Verition Fund Management LLC | 14,920 | $4.68M | 0.03% | −1,773−10.6% | Reduced |
| MetLife Investment Management | 15,008 | $4.71M | 0.03% | −1,151−7.1% | Reduced |
| Capital Fund Management S.A. | 15,057 | $4.73M | 0.05% | +15,057 | New |
| Russell Investments Group, Ltd. | 15,086 | $4.74M | 0.01% | −3,822−20.2% | Reduced |
| American Century Companies Inc | 15,308 | $4.81M | 0.00% | +6,936+82.8% | Added |
| HighTower Advisors, LLC | 15,397 | $4.83M | 0.01% | −148−1.0% | Reduced |
| Fisher Asset Management, LLC | 16,141 | $5.07M | 0.00% | −1,398−8.0% | Reduced |
| Man Group plc | 16,421 | $5.16M | 0.01% | −2,859−14.8% | Reduced |
| Allianz Asset Management GmbH | 16,713 | $5.25M | 0.01% | +16,713 | New |
| Barclays PLC | 17,356 | $5.45M | 0.00% | −792−4.4% | Reduced |
| Victory Capital Management Inc | 17,534 | $5.50M | 0.00% | +232+1.3% | Added |
| State of Alaska, Department of Revenue | 17,557 | $5.51M | 0.06% | +2,320+15.2% | Added |
| BNP Paribas Arbitrage, SA | 17,696 | $5.56M | 0.00% | +9,928+127.8% | Added |
| Voya Investment Management LLC | 18,042 | $5.66M | 0.01% | +5,102+39.4% | Added |
| Squarepoint Ops LLC | 18,143 | $5.70M | 0.01% | −45,888−71.7% | Reduced |
| Citigroup Inc | 18,465 | $5.80M | 0.00% | +5,357+40.9% | Added |
| Pinebridge Investments, L.P. | 18,517 | $5.81M | 0.05% | −3,537−16.0% | Reduced |
| Motley Fool Wealth Management, LLC | 19,701 | $6.18M | 0.37% | −2,082−9.6% | Reduced |
| Edgestream Partners, L.P. | 20,225 | $6.35M | 0.18% | +20,225 | New |
| Great West Life Assurance Co | 20,256 | $6.36M | 0.01% | −963−4.5% | Reduced |
| Jump Financial, LLC | 20,266 | $6.36M | 0.08% | +3,196+18.7% | Added |
| Manufacturers Life Insurance Company, The | 20,455 | $6.42M | 0.01% | −1,354−6.2% | Reduced |
| Van Eck Associates Corp | 20,797 | $6.53M | 0.01% | +20,797 | New |
| Prudential Financial Inc | 21,826 | $6.85M | 0.01% | +2,107+10.7% | Added |
| Thrivent Financial for Lutherans | 22,097 | $6.94M | 0.02% | +4,882+28.4% | Added |
| D. E. Shaw & Co., Inc. | 22,915 | $7.19M | 0.01% | −17,113−42.8% | Reduced |
| Sea Cliff Partners Management, LP | 24,000 | $7.53M | 2.57% | +24,000 | New |
| Tudor Investment Corp Et Al | 24,627 | $7.73M | 0.06% | +1,356+5.8% | Added |
| Teacher Retirement System of Texas | 24,736 | $7.77M | 0.03% | −2,152−8.0% | Reduced |
| Kornitzer Capital Management Inc | 24,841 | $7.80M | 0.16% | −463−1.8% | Reduced |
| United Capital Financial Advisers, LLC | 24,908 | $7.82M | 0.06% | −488−1.9% | Reduced |
| State Board of Administration of Florida Retirement System | 25,013 | $7.85M | 0.01% | +160+0.6% | Added |
| California State Teachers Retirement System | 25,483 | $8.00M | 0.01% | −203−0.8% | Reduced |
| Marks Group Wealth Management, Inc | 25,978 | $8.16M | 0.76% | +157+0.6% | Added |
| Voleon Capital Management LP | 26,933 | $8.46M | 0.46% | +6,003+28.7% | Added |
| ExodusPoint Capital Management, LP | 27,066 | $8.50M | 0.10% | +8,497+45.8% | Added |
| Engineers Gate Manager LP | 27,114 | $8.51M | 0.11% | +8,056+42.3% | Added |
| Tribune Investment Group LP | 28,000 | $8.79M | 4.33% | −8,000−22.2% | Reduced |
| Magnetar Financial LLC | 28,223 | $8.86M | 0.04% | +12,727+82.1% | Added |
| Susquehanna Portfolio Strategies, LLC | 29,070 | $9.13M | 0.20% | +29,070 | New |
| Holocene Advisors, LP | 29,211 | $9.17M | 0.02% | +7,927+37.2% | Added |
| Cooper Investors Pty Ltd | 30,985 | $9.73M | 1.77% | +6,598+27.1% | Added |
| Quantinno Capital Management LP | 31,146 | $9.78M | 0.04% | +10,123+48.2% | Added |
| HRT Financial LP | 31,773 | $9.97M | 0.04% | +14,619+85.2% | Added |