Skip to main content
Livermore
Livermore
ZHEN

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.

Q3 2025 vs. Q2 2025

How the institutions holding Morningstar, Inc. changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of MORN: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders4817452−22
Shares25.7M317.8K24.9M−418.5K (−1.7%)
Value$8.05B$99.8M$5.78B−$2.17B (−27.3%)

7 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (52)

Institutions that held Morningstar, Inc. at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to MORN in Q3 2025
InstitutionSharesValue% of portfolio
Incline Global Management LLC66,981$15.5M4.61%
Canada Pension Plan Investment Board57,600$13.4M0.01%
Touchstone Capital, Inc.26,228$6.09M3.12%
Dark Forest Capital Management LP25,257$5.86M0.22%
Annandale Capital, LLC20,084$4.66M0.81%
Connor, Clark & Lunn Investment Management Ltd.17,683$4.10M0.01%
Jain Global LLC17,229$4.00M0.05%
Gallo Partners, LP13,326$3.09M2.32%
Quadrature Capital Ltd9,300$2.16M0.03%
Intech Investment Management LLC7,383$1.71M0.02%
CenterBook Partners LP4,732$1.10M0.05%
Summit Trail Advisors, LLC3,971$921.3K0.01%
Atom Investors LP3,863$896.3K0.07%
Summit Wealth Group LLC3,683$862.8K0.12%
Polymer Capital Management (US) LLC3,639$844.3K0.11%
Farringdon Capital, Ltd.3,601$835.5K0.21%
Numerai GP LLC3,447$799.7K0.11%
Machina Capital S.A.S.3,056$709.0K0.12%
Jefferies Financial Group Inc.2,507$581.6K0.01%
Virginia Retirement Systems Et Al2,400$556.8K0.00%
EntryPoint Capital, LLC2,387$553.8K0.21%
Krilogy Financial LLC2,310$491.0K0.02%
Federation des caisses Desjardins du Quebec1,690$392.1K0.00%
Occudo Quantitative Strategies LP1,543$358.0K0.04%
Verdence Capital Advisors LLC1,369$298.9K0.02%
Evergreen Capital Management LLC1,268$294.2K0.01%
Buckingham Strategic Partners1,251$279.2K0.00%
Rothschild Investment LLC1,107$256.8K0.01%
Amica Mutual Insurance Co930$216.0K0.02%
Polymer Capital Management (HK) LTD906$210.2K0.03%
Catalyst Funds Management Pty Ltd900$208.8K0.03%
Personal Cfo Solutions, LLC900$208.7K0.04%
Annis Gardner Whiting Capital Advisors, LLC564$130.9K0.03%
Rockefeller Capital Management L.P.353$81.9K0.00%
State of Wyoming204$47.3K0.01%
Atlantic Union Bankshares Corp200$46.4K0.00%
Quent Capital, LLC162$37.6K0.00%
Measured Wealth Private Client Group, LLC112$26.0K0.01%
Jones Financial Companies LLLP93$21.8K0.00%
Amica Retiree Medical Trust91$21.0K0.03%
Tobam78$18.0K0.01%
Transamerica Financial Advisors, Inc.61$13.9K0.00%
Simplex Trading, LLC60$13.0K0.00%
Root Financial Partners, LLC53$12.3K0.00%
Wealthspire Advisors, LLC27$6.26K0.00%
Kerr Financial Planning Corp25$5.17K0.01%
T. Rowe Price Investment Management, Inc.19$5.00K0.00%
Cornerstone Planning Group LLC13$2.79K0.00%
UMA Financial Services, Inc.4$9290.00%
ZRC Wealth Management, LLC2$4650.00%
Seneschal Advisors, LLC1$2330.00%
Cloud Capital Management, LLC4$00.00%

Sold out (74)

Institutions that held Morningstar, Inc. at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of MORN in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Allspring Global Investments Holdings, LLC212,169$66.2M
Amundi162,681$50.5M
Assenagon Asset Management S.A.105,430$33.1M
Toronto Dominion Bank50,640$15.9M
Tribune Investment Group LP28,000$8.79M
ExodusPoint Capital Management, LP27,066$8.50M
Edgestream Partners, L.P.20,225$6.35M
Motley Fool Wealth Management, LLC19,701$6.18M
Fisher Asset Management, LLC16,141$5.07M
Natixis12,948$4.06M
Asset Management One Co.,Ltd.9,486$2.98M
Azzad Asset Management Inc8,683$2.73M
Campbell & CO Investment Adviser LLC7,046$2.21M
Winton Group Ltd5,115$1.61M
Consolidated Press International Holdings Ltd4,300$1.35M
Centiva Capital, LP3,794$1.19M
Integrated Wealth Concepts LLC3,015$946.6K
Precision Wealth Strategies, LLC2,991$939.0K
Petrus Trust Company, LTA2,410$756.6K
Capstone Investment Advisors, LLC2,252$707.0K
AE Wealth Management LLC1,740$546.3K
Crossmark Global Holdings, Inc.1,510$474.0K
AdvisorShares Investments LLC1,491$468.1K
Nebula Research & Development LLC1,448$454.6K
ClearAlpha Technologies LP1,432$449.5K
Advisors Preferred, LLC1,168$364.3K
Cottonwood Capital Advisors, LLC1,135$356.3K
Graham Capital Management, L.P.1,082$339.7K
Bridgefront Capital, LLC990$310.8K
Seeds Investor LLC972$305.2K
Laurion Capital Management LP950$298.2K
Atomi Financial Group, Inc.916$287.6K
Dundas Partners LLP895$281.0K
Fiduciary Trust Co884$277.5K
Bayforest Capital Ltd858$269.4K
Cresset Asset Management, LLC811$254.5K
Fifth Third Wealth Advisors LLC776$243.6K
Keybank National Association772$242.4K
Genesis Private Wealth, LLC758$238.0K
Claret Asset Management Corp744$233.0K
HBK Sorce Advisory LLC735$230.7K
Forum Financial Management, LP735$230.7K
Kera Capital Partners, Inc.730$229.2K
Burney Co720$226.0K
Kovitz Investment Group Partners, LLC701$220.0K
Everence Capital Management Inc700$220.0K
Aspiriant, LLC687$215.7K
Glenview Trust Co683$214.4K
GK Wealth Management LLC681$213.7K
Bank of Stockton670$210.3K
Pallas Capital Advisors LLC669$210.0K
Hudson Bay Capital Management LP660$207.2K
Brown Miller Wealth Management, LLC660$207.1K
Fonville Wealth Management LLC646$202.8K
Meiji Yasuda Asset Management Co Ltd.641$201.2K
Thurston, Springer, Miller, Herd & Titak, Inc.466$146.3K
Macquarie Group Ltd437$137.0K
Cullen/Frost Bankers, Inc.375$117.7K
Geneos Wealth Management Inc.151$47.4K
V-Square Quantitative Management LLC93$29.2K
Skopos Labs, Inc.74$23.2K
MJT & Associates Financial Advisory Group, Inc.34$10.7K
Whipplewood Advisors, LLC18$5.65K
First Command Advisory Services, Inc.9$2.83K
Pineridge Advisors LLC7$2.20K
Transce3nd, LLC5$1.57K
Stephens Consulting, LLC3$942
Arlington Trust Co LLC2$628
Principia Wealth Advisory, LLC2$628
HFM Investment Advisors, LLC2$628
Quaker Wealth Management, LLC1$314
American Capital Advisory, LLC1$314
Twin Peaks Wealth Advisors, LLC1$258
Harvest Fund Management Co., Ltd1$0

Not filed for Q3 2025 yet (7)

Institutions that held Morningstar, Inc. at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MORN in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Norges Bank296,958$93.2M
Congress Wealth Management LLC14,043$4.41M
Avantax Advisory Services, Inc.3,302$1.04M
Covey Capital Advisors, LLC2,604$817.5K
EP Wealth Advisors, LLC711$223.4K
First Horizon Advisors, Inc.194$60.9K
Parkworth Wealth Management, Inc.2$628