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, Q1 2026
Institutional positions in Morningstar, Inc. as of Mar 31, 2026. 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
- 447
- −22 vs. Q4 2025
- Shares held
- 23.6M
- +2.01M (+9.3%) vs. Q4 2025
- Total value
- $3.99B
- −$700.9M (−15.0%) vs. Q4 2025
- New holders
- 71
- 168 more added
- Sold out
- 93
- 171 more reduced
6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Morningstar, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| North Star Investment Management Corp. | 395 | $66.8K | 0.00% | −10−2.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 410 | $69.3K | 0.01% | −48−10.5% | Reduced |
| Eurizon Capital SGR S.p.A. | 448 | $74.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 464 | $78.4K | 0.00% | +312+205.3% | Added |
| Umb Bank N A | 509 | $86.0K | 0.00% | +119+30.5% | Added |
| STRS Ohio | 511 | $86.4K | 0.00% | −30−5.5% | Reduced |
| Allworth Financial LP | 516 | $87.2K | 0.00% | −216−29.5% | Reduced |
| GAMMA Investing LLC | 548 | $92.6K | 0.00% | +189+52.6% | Added |
| Aster Capital Management (DIFC) Ltd | 322 | $96.6K | 0.03% | −405−55.7% | Reduced |
| Quarry LP | 595 | $100.6K | 0.02% | +406+214.8% | Added |
| Exchange Traded Concepts, LLC | 610 | $103.1K | 0.00% | +95+18.4% | Added |
| Horizon Investments, LLC | 614 | $103.5K | 0.00% | +99+19.2% | Added |
| EverSource Wealth Advisors, LLC | 616 | $104.1K | 0.00% | −203−24.8% | Reduced |
| Basecamp Wealth Advisors LLC | 619 | $104.6K | 0.02% | −2−0.3% | Reduced |
| Essential Partners LLC | 627 | $106.0K | 0.04% | −304−32.7% | Reduced |
| State of Wyoming | 628 | $106.2K | 0.01% | −620−49.7% | Reduced |
| KBC Group NV | 659 | $111.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 700 | $118.3K | 0.00% | +100+16.7% | Added |
| MAI Capital Management | 765 | $129.3K | 0.00% | +651+571.1% | Added |
| Rockefeller Capital Management L.P. | 768 | $129.9K | 0.00% | +381+98.4% | Added |
| Globeflex Capital L P | 780 | $131.9K | 0.02% | +780 | New |
| TD Waterhouse Canada Inc. | 800 | $135.8K | 0.00% | +800 | New |
| Westpac Banking Corp | 834 | $141.0K | 0.01% | +316+61.0% | Added |
| Quadrant Capital Group LLC | 880 | $148.8K | 0.00% | −351−28.5% | Reduced |
| Tower Research Capital LLC (TRC) | 989 | $167.2K | 0.00% | +43+4.5% | Added |
| The PNC Financial Services Group, Inc. | 1,007 | $170.2K | 0.00% | +136+15.6% | Added |
| Oppenheimer & Co Inc | 1,219 | $206.1K | 0.00% | +1,219 | New |
| Abel Hall, LLC | 1,233 | $208.4K | 0.04% | +1,233 | New |
| Maryland State Retirement & Pension System | 1,247 | $210.8K | 0.00% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,257 | $212.5K | 0.00% | +309+32.6% | Added |
| Parallel Advisors, LLC | 1,292 | $218.4K | 0.00% | −135−9.5% | Reduced |
| Baird Financial Group, Inc. | 1,313 | $222.0K | 0.00% | +1,313 | New |
| CIBC Bancorp USA Inc. | 1,317 | $222.7K | 0.00% | +1,317 | New |
| DnB Asset Management AS | 1,327 | $224.3K | 0.00% | +1,327 | New |
| Armistice Capital, LLC | 1,327 | $224.3K | 0.01% | +1,327 | New |
| Signaturefd, LLC | 1,328 | $224.5K | 0.00% | +467+54.2% | Added |
| CIBC Asset Management Inc | 1,355 | $229.1K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 1,363 | $230.4K | 0.03% | −1,362−50.0% | Reduced |
| Portside Wealth Group, LLC | 1,368 | $231.3K | 0.03% | −541−28.3% | Reduced |
| Prelude Capital Management, LLC | 1,383 | $233.8K | 0.02% | +1,383 | New |
| Crossmark Global Holdings, Inc. | 1,385 | $234.1K | 0.00% | +1,385 | New |
| Frec Markets, Inc. | 1,389 | $234.8K | 0.04% | +1,389 | New |
| ISAM Funds (UK) Ltd | 1,399 | $236.5K | 0.12% | +399+39.9% | Added |
| Federated Hermes, Inc. | 1,440 | $243.4K | 0.00% | −478−24.9% | Reduced |
| Azzad Asset Management Inc | 1,441 | $243.6K | 0.02% | −32−2.2% | Reduced |
| Baker Avenue Asset Management, LP | 1,452 | $245.5K | 0.01% | −169−10.4% | Reduced |
| Syon Capital LLC | 1,459 | $246.6K | 0.01% | −1,245−46.0% | Reduced |
| Versant Capital Management, Inc | 1,488 | $251.5K | 0.02% | +241+19.3% | Added |
| GWM Advisors LLC | 1,491 | $252.0K | 0.00% | +358+31.6% | Added |
| Dempze Nancy E | 1,494 | $252.6K | 0.14% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 1,519 | $256.8K | 0.00% | −21,625−93.4% | Reduced |
| RSM US Wealth Management LLC | 1,554 | $262.7K | 0.00% | +1,554 | New |
| Entropy Technologies, LP | 1,565 | $264.6K | 0.01% | −2,870−64.7% | Reduced |
| Principal Securities, Inc. | 1,586 | $268.1K | 0.00% | −122−7.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,600 | $270.5K | 0.00% | +1,600 | New |
| Alliance Wealth Advisors, LLC | 1,623 | $274.4K | 0.06% | −623−27.7% | Reduced |
| Centiva Capital, LP | 1,624 | $274.5K | 0.01% | +1,624 | New |
| Procyon Private Wealth Partners, LLC | 1,680 | $284.0K | 0.01% | −112−6.3% | Reduced |
| Verdence Capital Advisors LLC | 1,683 | $284.5K | 0.02% | +260+18.3% | Added |
| Mirabella Financial Services LLP | 1,697 | $286.9K | 0.03% | −1,828−51.9% | Reduced |
| Securian Asset Management, Inc | 1,732 | $292.8K | 0.01% | 00.0% | Unchanged |
| Gibbs Wealth Management | 1,753 | $296.4K | 0.04% | −681−28.0% | Reduced |
| Commerce Bank | 1,765 | $298.4K | 0.00% | −531−23.1% | Reduced |
| HB Wealth Management, LLC | 1,766 | $298.5K | 0.00% | −1,556−46.8% | Reduced |
| Blackstone Group Inc. | 1,766 | $298.5K | 0.00% | +1,766 | New |
| Amundi | 1,775 | $300.1K | 0.00% | +377+27.0% | Added |
| Brighton Jones LLC | 1,793 | $303.1K | 0.01% | +1,793 | New |
| Campbell & CO Investment Adviser LLC | 1,810 | $306.0K | 0.02% | +1,810 | New |
| Spectrum Asset Management, Inc. (NB/CA) | 1,824 | $308.3K | 0.10% | +5+0.3% | Added |
| Personal Cfo Solutions, LLC | 1,840 | $311.0K | 0.04% | +136+8.0% | Added |
| Sequoia Financial Advisors, LLC | 1,872 | $316.5K | 0.00% | −1,088−36.8% | Reduced |
| Calamos Advisors LLC | 1,881 | $318.0K | 0.00% | +1,881 | New |
| Calamos Wealth Management LLC | 1,881 | $318.0K | 0.01% | +1,881 | New |
| Everence Capital Management Inc | 1,903 | $322.0K | 0.02% | +1,903 | New |
| Quadrature Capital Ltd | 1,924 | $325.3K | 0.00% | +1,924 | New |
| Evergreen Capital Management LLC | 1,927 | $325.8K | 0.01% | +539+38.8% | Added |
| Federation des caisses Desjardins du Quebec | 1,942 | $328.3K | 0.00% | +13+0.7% | Added |
| Blair William & Co | 2,063 | $348.8K | 0.00% | −321−13.5% | Reduced |
| Kornitzer Capital Management Inc | 2,064 | $348.9K | 0.01% | −11,763−85.1% | Reduced |
| Man Group plc | 2,100 | $355.0K | 0.00% | −7,436−78.0% | Reduced |
| ExodusPoint Capital Management, LP | 2,118 | $358.0K | 0.00% | +2,118 | New |
| Atria Investments LLC | 2,139 | $361.6K | 0.00% | −158−6.9% | Reduced |
| Planning Alternatives Ltd | 2,197 | $371.4K | 0.05% | −161−6.8% | Reduced |
| Janney Montgomery Scott LLC | 2,236 | $378.0K | 0.00% | +2,236 | New |
| Commonwealth Equity Services, LLC | 2,252 | $380.6K | 0.00% | +447+24.8% | Added |
| Ci Investments Inc. | 2,292 | $387.5K | 0.00% | −32,836−93.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,320 | $392.2K | 0.00% | +596+34.6% | Added |
| Amica Mutual Insurance Co | 2,331 | $394.0K | 0.03% | +427+22.4% | Added |
| Deutsche Bank AG | 2,335 | $394.7K | 0.00% | +125+5.7% | Added |
| EntryPoint Capital, LLC | 2,387 | $403.5K | 0.12% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,394 | $405.0K | 0.00% | −4,027−62.7% | Reduced |
| DRW Securities, LLC | 2,475 | $418.4K | 0.02% | +2,475 | New |
| GHP Investment Advisors, Inc. | 2,486 | $420.3K | 0.02% | +2,486 | New |
| YHB Investment Advisors, Inc. | 2,505 | $423.5K | 0.03% | −7,177−74.1% | Reduced |
| Swiss Life Asset Management Ltd | 2,519 | $425.8K | 0.00% | +1,314+109.0% | Added |
| Integrated Wealth Concepts LLC | 2,543 | $429.9K | 0.00% | +1,462+135.2% | Added |
| AlphaGrep UK Ltd | 2,543 | $429.9K | 0.13% | +344+15.6% | Added |
| R Squared Ltd | 2,551 | $431.2K | 0.24% | −690−21.3% | Reduced |
| Boothbay Fund Management, LLC | 2,571 | $434.6K | 0.01% | +2,571 | New |
| Kera Capital Partners, Inc. | 2,601 | $439.7K | 0.05% | −795−23.4% | Reduced |