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 |
|---|---|---|---|---|---|
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −2,085−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −1,916−100.0% | Sold out |
| Equitable Trust Co | 0 | $0 | 0.00% | −1,871−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −1,783−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −1,765−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −1,301−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −1,256−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −1,202−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −1,113−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −929−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −923−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −835−100.0% | Sold out |
| Associated Banc-Corp | 0 | $0 | 0.00% | −782−100.0% | Sold out |
| Aspen Grove Capital, LLC | 0 | $0 | 0.00% | −762−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −698−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −689−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −412−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −375−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −141−100.0% | Sold out |
| Wayfinding Financial, LLC | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| Graybill Bartz & Assoc Ltd | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| GW&K Investment Management, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Webster Bank, N. A. | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| ROSS\JOHNSON & Associates LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| CAPROCK Group, Inc. | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |
| Sofos Investments, Inc. | – | – | – | – | Not filed |