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 |
|---|---|---|---|---|---|
| Bank of Nova Scotia | 32,000 | $10.0M | 0.02% | −12,500−28.1% | Reduced |
| Alliancebernstein L.P. | 32,166 | $10.1M | 0.00% | +135+0.4% | Added |
| Retirement Systems of Alabama | 32,532 | $10.2M | 0.04% | −351−1.1% | Reduced |
| Jane Street Group, LLC | 34,401 | $10.8M | 0.02% | +13,798+67.0% | Added |
| Janus Henderson Group PLC | 37,982 | $11.9M | 0.01% | +16,212+74.5% | Added |
| Voloridge Investment Management, LLC | 40,435 | $12.7M | 0.05% | +39,194+3,158.3% | Added |
| Segall Bryant & Hamill, LLC | 40,792 | $12.8M | 0.18% | +2,576+6.7% | Added |
| Meeder Asset Management Inc | 40,984 | $12.9M | 0.79% | +40,729+15,972.2% | Added |
| Cubist Systematic Strategies, LLC | 41,559 | $13.0M | 0.14% | −3,496−7.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 42,420 | $13.3M | 0.03% | +26,520+166.8% | Added |
| Parnassus Investments | 42,955 | $13.5M | 0.03% | −11,287−20.8% | Reduced |
| National Bank of Canada | 43,878 | $13.8M | 0.01% | +28,758+190.2% | Added |
| Ci Investments Inc. | 43,878 | $13.8M | 0.05% | +3,471+8.6% | Added |
| Algert Global LLC | 44,143 | $13.9M | 0.29% | +5,987+15.7% | Added |
| Ameriprise Financial Inc | 44,284 | $13.9M | 0.00% | +13,681+44.7% | Added |
| Price T Rowe Associates Inc | 45,053 | $14.1M | 0.00% | −2,427−5.1% | Reduced |
| California Public Employees Retirement System | 45,120 | $14.2M | 0.01% | +34+0.1% | Added |
| Citadel Advisors LLC | 47,548 | $14.9M | 0.01% | −60,234−55.9% | Reduced |
| Barlow Wealth Partners, Inc. | 49,072 | $15.2M | 1.82% | +12,350+33.6% | Added |
| Lazard Asset Management LLC | 48,952 | $15.4M | 0.02% | +38,489+367.9% | Added |
| Legal & General Group Plc | 49,501 | $15.5M | 0.00% | +1,812+3.8% | Added |
| Toronto Dominion Bank | 50,640 | $15.9M | 0.03% | +50,640 | New |
| Bank of Montreal | 52,342 | $16.4M | 0.01% | +47,000+879.8% | Added |
| Swiss National Bank | 53,100 | $16.7M | 0.01% | −900−1.7% | Reduced |
| Chicago Capital, LLC | 56,415 | $17.7M | 0.44% | −380−0.7% | Reduced |
| Nicholas Company, Inc. | 56,565 | $17.8M | 0.30% | −200.0% | Reduced |
| UBS Group AG | 57,707 | $18.1M | 0.00% | −47,543−45.2% | Reduced |
| Panagora Asset Management Inc | 58,661 | $18.4M | 0.08% | +1,969+3.5% | Added |
| Nordea Investment Management AB | 60,181 | $18.8M | 0.02% | +1,755+3.0% | Added |
| Congress Asset Management Co | 60,411 | $19.0M | 0.13% | +4,195+7.5% | Added |
| Confluence Investment Management LLC | 60,980 | $19.1M | 0.27% | −1,123−1.8% | Reduced |
| Raymond James Financial Inc | 61,286 | $19.2M | 0.01% | +2,303+3.9% | Added |
| Principal Financial Group Inc | 69,046 | $21.7M | 0.01% | −7,281−9.5% | Reduced |
| Rhumbline Advisers | 71,584 | $22.5M | 0.02% | −4,593−6.0% | Reduced |
| Captrust Financial Advisors | 75,647 | $23.7M | 0.05% | +2,035+2.8% | Added |
| Wells Fargo & Company | 85,849 | $27.0M | 0.01% | +1,311+1.6% | Added |
| DF Dent & Co Inc | 87,012 | $27.3M | 0.35% | +4,049+4.9% | Added |
| Copeland Capital Management, LLC | 92,614 | $29.1M | 0.60% | −10,770−10.4% | Reduced |
| American Capital Management Inc | 97,479 | $30.6M | 1.27% | −30,596−23.9% | Reduced |
| Royal Bank of Canada | 103,916 | $32.6M | 0.01% | +66,827+180.2% | Added |
| Envestnet Asset Management Inc | 104,139 | $32.7M | 0.01% | −2,155−2.0% | Reduced |
| Assenagon Asset Management S.A. | 105,430 | $33.1M | 0.05% | +105,430 | New |
| Nuveen, LLC | 108,844 | $34.2M | 0.01% | −18,773−14.7% | Reduced |
| Point72 Asset Management, L.P. | 123,200 | $38.7M | 0.09% | +62,551+103.1% | Added |
| Royce & Associates LP | 129,217 | $40.6M | 0.42% | −8,316−6.0% | Reduced |
| UBS Asset Management Americas Inc | 131,338 | $41.2M | 0.01% | +22,081+20.2% | Added |
| Qube Research & Technologies Ltd | 138,932 | $43.6M | 0.06% | +51,449+58.8% | Added |
| SEI Investments Co | 140,323 | $44.1M | 0.05% | +1,254+0.9% | Added |
| Two Sigma Advisers, LP | 142,200 | $44.6M | 0.09% | +50,500+55.1% | Added |
| Two Sigma Investments, LP | 160,668 | $50.4M | 0.09% | +47,516+42.0% | Added |
| Amundi | 162,681 | $50.5M | 0.02% | +161,968+22,716.4% | Added |
| M&G Plc | 163,887 | $51.5M | 0.28% | −4,790−2.8% | Reduced |
| Schroder Investment Management Group | 166,898 | $52.2M | 0.04% | +56,328+50.9% | Added |
| Charles Schwab Investment Management Inc | 193,541 | $60.8M | 0.01% | −2,924−1.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 193,612 | $60.8M | 0.04% | +30,676+18.8% | Added |
| Bank of New York Mellon Corp | 198,589 | $62.3M | 0.01% | −71,588−26.5% | Reduced |
| Premier Fund Managers Ltd | 200,807 | $62.9M | 2.29% | +30,739+18.1% | Added |
| Northern Trust Corp | 208,381 | $65.4M | 0.01% | −9,235−4.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 212,169 | $66.2M | 0.11% | −42,888−16.8% | Reduced |
| JPMorgan Chase & Co | 236,324 | $74.2M | 0.01% | +35,561+17.7% | Added |
| Renaissance Technologies LLC | 265,170 | $83.2M | 0.11% | +29,900+12.7% | Added |
| FMR LLC | 273,755 | $85.9M | 0.00% | −146,225−34.8% | Reduced |
| Invesco Ltd. | 280,923 | $88.2M | 0.01% | +204,277+266.5% | Added |
| AQR Capital Management LLC | 293,969 | $92.3M | 0.08% | +256,806+691.0% | Added |
| Norges Bank | 296,958 | $93.2M | 0.01% | −34,715−10.5% | Reduced |
| Dimensional Fund Advisors LP | 331,631 | $104.1M | 0.02% | +14,504+4.6% | Added |
| Goldman Sachs Group Inc | 377,483 | $118.5M | 0.02% | +239,563+173.7% | Added |
| Liontrust Investment Partners LLP | 391,816 | $123.0M | 1.76% | +68,896+21.3% | Added |
| Geode Capital Management, LLC | 626,941 | $196.8M | 0.01% | +11,408+1.9% | Added |
| Massachusetts Financial Services Co | 640,132 | $201.0M | 0.06% | −222,127−25.8% | Reduced |
| Wasatch Advisors Inc | 644,799 | $202.4M | 1.06% | −19,446−2.9% | Reduced |
| Wellington Management Group LLP | 780,841 | $245.1M | 0.04% | −298,964−27.7% | Reduced |
| State Street Corp | 784,175 | $246.2M | 0.01% | −65,830−7.7% | Reduced |
| Millennium Management LLC | 811,158 | $254.6M | 0.23% | +270,363+50.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 848,569 | $266.4M | 0.64% | −61,587−6.8% | Reduced |
| Bank of America Corp | 912,053 | $286.3M | 0.02% | −4,382−0.5% | Reduced |
| Select Equity Group, L.P. | 1,113,301 | $349.5M | 1.49% | −59,266−5.1% | Reduced |
| Bamco Inc | 1,295,326 | $406.6M | 1.10% | −4,182−0.3% | Reduced |
| Morgan Stanley | 2,072,978 | $650.8M | 0.04% | −28,127−1.3% | Reduced |
| BlackRock, Inc. | 2,519,517 | $791.0M | 0.02% | −184,505−6.8% | Reduced |
| Vanguard Group Inc | 2,633,801 | $826.8M | 0.01% | −26,657−1.0% | Reduced |
| Praesidium Investment Management Company, LLC | 0 | $0 | 0.00% | −101,472−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −41,333−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −30,134−100.0% | Sold out |
| SW Investment Management LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −19,400−100.0% | Sold out |
| Capitolis Liquid Global Markets LLC | 0 | $0 | 0.00% | −19,000−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −9,503−100.0% | Sold out |
| George Kaiser Family Foundation | 0 | $0 | 0.00% | −9,349−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −5,782−100.0% | Sold out |
| Ofi Invest Asset Management | 0 | $0 | 0.00% | −5,053−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −3,960−100.0% | Sold out |
| Polen Capital Management LLC | 0 | $0 | 0.00% | −3,534−100.0% | Sold out |
| Legacy Advisors, LLC | 0 | $0 | 0.00% | −2,905−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −2,381−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −2,377−100.0% | Sold out |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −2,365−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −2,360−100.0% | Sold out |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −2,128−100.0% | Sold out |