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 |
|---|---|---|---|---|---|
| Thrivent Financial for Lutherans | 22,097 | $6.94M | 0.02% | +4,882+28.4% | Added |
| Prudential Financial Inc | 21,826 | $6.85M | 0.01% | +2,107+10.7% | Added |
| Van Eck Associates Corp | 20,797 | $6.53M | 0.01% | +20,797 | New |
| Manufacturers Life Insurance Company, The | 20,455 | $6.42M | 0.01% | −1,354−6.2% | Reduced |
| Jump Financial, LLC | 20,266 | $6.36M | 0.08% | +3,196+18.7% | Added |
| Great West Life Assurance Co | 20,256 | $6.36M | 0.01% | −963−4.5% | Reduced |
| Edgestream Partners, L.P. | 20,225 | $6.35M | 0.18% | +20,225 | New |
| Motley Fool Wealth Management, LLC | 19,701 | $6.18M | 0.37% | −2,082−9.6% | Reduced |
| Pinebridge Investments, L.P. | 18,517 | $5.81M | 0.05% | −3,537−16.0% | Reduced |
| Citigroup Inc | 18,465 | $5.80M | 0.00% | +5,357+40.9% | Added |
| Squarepoint Ops LLC | 18,143 | $5.70M | 0.01% | −45,888−71.7% | Reduced |
| Voya Investment Management LLC | 18,042 | $5.66M | 0.01% | +5,102+39.4% | Added |
| BNP Paribas Arbitrage, SA | 17,696 | $5.56M | 0.00% | +9,928+127.8% | Added |
| State of Alaska, Department of Revenue | 17,557 | $5.51M | 0.06% | +2,320+15.2% | Added |
| Victory Capital Management Inc | 17,534 | $5.50M | 0.00% | +232+1.3% | Added |
| Barclays PLC | 17,356 | $5.45M | 0.00% | −792−4.4% | Reduced |
| Allianz Asset Management GmbH | 16,713 | $5.25M | 0.01% | +16,713 | New |
| Man Group plc | 16,421 | $5.16M | 0.01% | −2,859−14.8% | Reduced |
| Fisher Asset Management, LLC | 16,141 | $5.07M | 0.00% | −1,398−8.0% | Reduced |
| HighTower Advisors, LLC | 15,397 | $4.83M | 0.01% | −148−1.0% | Reduced |
| American Century Companies Inc | 15,308 | $4.81M | 0.00% | +6,936+82.8% | Added |
| Russell Investments Group, Ltd. | 15,086 | $4.74M | 0.01% | −3,822−20.2% | Reduced |
| Capital Fund Management S.A. | 15,057 | $4.73M | 0.05% | +15,057 | New |
| MetLife Investment Management | 15,008 | $4.71M | 0.03% | −1,151−7.1% | Reduced |
| Verition Fund Management LLC | 14,920 | $4.68M | 0.03% | −1,773−10.6% | Reduced |
| Neuberger Berman Group LLC | 14,616 | $4.59M | 0.00% | −421−2.8% | Reduced |
| Sone Capital Management, LLC | 14,559 | $4.57M | 0.42% | −23,990−62.2% | Reduced |
| First Trust Advisors LP | 14,400 | $4.52M | 0.00% | −55,056−79.3% | Reduced |
| Congress Wealth Management LLC | 14,043 | $4.41M | 0.04% | +783+5.9% | Added |
| Cardinal Capital Management | 13,854 | $4.35M | 0.64% | +1,519+12.3% | Added |
| Stifel Financial Corp | 13,513 | $4.24M | 0.00% | −1,704−11.2% | Reduced |
| Oppenheimer Asset Management Inc. | 13,238 | $4.16M | 0.05% | −823−5.9% | Reduced |
| Mutual of America Capital Management LLC | 13,237 | $4.16M | 0.04% | −667−4.8% | Reduced |
| Natixis | 12,948 | $4.06M | 0.02% | −17,933−58.1% | Reduced |
| Daiwa Securities Group Inc. | 12,717 | $3.99M | 0.01% | −850−6.3% | Reduced |
| New York State Common Retirement Fund | 12,641 | $3.97M | 0.01% | −1,334−9.5% | Reduced |
| Amalgamated Bank | 12,542 | $3.94M | 0.03% | −247−1.9% | Reduced |
| Henshaw Capital LLC | 12,463 | $3.91M | 0.16% | −2,130−14.6% | Reduced |
| YHB Investment Advisors, Inc. | 12,179 | $3.82M | 0.30% | −705−5.5% | Reduced |
| Motley Fool Asset Management LLC | 11,753 | $3.69M | 0.17% | −3,557−23.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 11,485 | $3.61M | 0.01% | +267+2.4% | Added |
| Schonfeld Strategic Advisors LLC | 11,330 | $3.56M | 0.03% | −1,656−12.8% | Reduced |
| Southeast Asset Advisors Inc. | 11,227 | $3.52M | 0.42% | +9+0.1% | Added |
| Vident Advisory, LLC | 11,184 | $3.51M | 0.04% | +1,524+15.8% | Added |
| Treasurer of the State of North Carolina | 10,984 | $3.45M | 0.01% | −1,225−10.0% | Reduced |
| State of Tennessee, Treasury Department | 10,460 | $3.28M | 0.01% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 10,343 | $3.25M | 1.39% | −58−0.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 10,054 | $3.16M | 0.08% | +8,306+475.2% | Added |
| Commerce Bank | 10,015 | $3.14M | 0.02% | −756−7.0% | Reduced |
| Ceera Investments, LLC | 9,786 | $3.07M | 0.94% | 00.0% | Unchanged |
| Dearborn Partners LLC | 9,663 | $3.03M | 0.14% | +8,117+525.0% | Added |
| OP Asset Management Ltd | 9,645 | $3.03M | 0.04% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 9,486 | $2.98M | 0.01% | −16,627−63.7% | Reduced |
| Ensign Peak Advisors, Inc | 9,395 | $2.95M | 0.01% | +382+4.2% | Added |
| Gotham Asset Management, LLC | 9,390 | $2.95M | 0.02% | +5,286+128.8% | Added |
| Brevan Howard Capital Management LP | 9,354 | $2.94M | 0.03% | +4,288+84.6% | Added |
| Aquatic Capital Management LLC | 8,973 | $2.82M | 0.06% | −4,138−31.6% | Reduced |
| Yousif Capital Management, LLC | 8,961 | $2.81M | 0.03% | −326−3.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 8,961 | $2.81M | 0.03% | −735−7.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 8,852 | $2.78M | 0.00% | +6,173+230.4% | Added |
| Globeflex Capital L P | 8,835 | $2.77M | 0.23% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 8,683 | $2.73M | 0.29% | −5−0.1% | Reduced |
| 1832 Asset Management L.P. | 8,600 | $2.70M | 0.00% | +8,600 | New |
| Pathstone Holdings, LLC | 8,544 | $2.68M | 0.01% | −58−0.7% | Reduced |
| State of New Jersey Common Pension Fund D | 8,498 | $2.67M | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 8,445 | $2.65M | 0.01% | +69+0.8% | Added |
| CI Private Wealth, LLC | 8,428 | $2.65M | 0.00% | −390−4.4% | Reduced |
| Comerica Bank | 8,345 | $2.62M | 0.01% | −216−2.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,212 | $2.58M | 0.01% | +1,183+16.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 8,088 | $2.54M | 0.02% | −429−5.0% | Reduced |
| Arizona State Retirement System | 8,081 | $2.54M | 0.01% | +101+1.3% | Added |
| US Bancorp | 7,972 | $2.50M | 0.00% | +58+0.7% | Added |
| Teachers Retirement System of the State of Kentucky | 7,770 | $2.44M | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 7,631 | $2.40M | 0.00% | +5,149+207.5% | Added |
| State of Wisconsin Investment Board | 7,589 | $2.38M | 0.01% | −1,183−13.5% | Reduced |
| Susquehanna International Group, LLP | 7,534 | $2.37M | 0.00% | +4,339+135.8% | Added |
| Redmond Asset Management, LLC | 7,528 | $2.36M | 0.56% | 00.0% | Unchanged |
| 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 |
| Public Employees Retirement System of Ohio | 7,426 | $2.33M | 0.01% | −923−11.1% | Reduced |
| Acadian Asset Management LLC | 7,321 | $2.30M | 0.00% | +7,321 | New |
| Campbell & CO Investment Adviser LLC | 7,046 | $2.21M | 0.14% | +3,721+111.9% | Added |
| Empire Life Investments Inc. | 6,934 | $2.18M | 0.14% | −127−1.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,839 | $2.15M | 0.01% | +381+5.9% | Added |
| State of Michigan Retirement System | 6,400 | $2.01M | 0.01% | −100−1.5% | Reduced |
| Handelsbanken Fonder AB | 6,372 | $2.00M | 0.01% | 00.0% | Unchanged |
| Norden Group LLC | 6,323 | $1.99M | 0.22% | −514−7.5% | Reduced |
| LPL Financial LLC | 6,315 | $1.98M | 0.00% | +479+8.2% | Added |
| Oddo BHF Asset Management SAS | 6,132 | $1.93M | 0.07% | −168−2.7% | Reduced |
| HSBC Holdings PLC | 6,140 | $1.92M | 0.00% | −7,902−56.3% | Reduced |
| Quest Partners LLC | 6,072 | $1.91M | 0.19% | −438−6.7% | Reduced |
| Ashford Capital Management Inc | 6,059 | $1.90M | 0.22% | +666+12.3% | Added |
| MML Investors Services, LLC | 6,033 | $1.89M | 0.01% | +516+9.4% | Added |
| New York State Teachers Retirement System | 6,000 | $1.88M | 0.00% | +100+1.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,943 | $1.87M | 0.03% | −64−1.1% | Reduced |
| Harbor Capital Advisors, Inc. | 5,939 | $1.86M | 0.08% | +75+1.3% | Added |
| New Age Alpha Advisors, LLC | 5,822 | $1.83M | 0.08% | +351+6.4% | Added |
| KLP Kapitalforvaltning AS | 5,800 | $1.82M | 0.01% | +100+1.8% | Added |
| CIBC Private Wealth Group, LLC | 5,777 | $1.81M | 0.00% | −71−1.2% | Reduced |
| Oregon Public Employees Retirement Fund | 5,488 | $1.72M | 0.03% | 00.0% | Unchanged |