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 |
|---|---|---|---|---|---|
| Lecap Asset Management Ltd | 9,626 | $1.63M | 0.61% | +9,626 | New |
| Summit Trail Advisors, LLC | 9,634 | $1.63M | 0.02% | +1,115+13.1% | Added |
| Motley Fool Asset Management LLC | 9,751 | $1.65M | 0.07% | −588−5.7% | Reduced |
| Russell Investments Group, Ltd. | 9,808 | $1.66M | 0.00% | +1,355+16.0% | Added |
| State of Tennessee, Treasury Department | 10,031 | $1.70M | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 10,149 | $1.71M | 0.00% | +229+2.3% | Added |
| New York State Common Retirement Fund | 10,355 | $1.75M | 0.00% | −2,286−18.1% | Reduced |
| Voya Investment Management LLC | 10,543 | $1.78M | 0.00% | −1,143−9.8% | Reduced |
| Marshall Wace, LLP | 10,583 | $1.79M | 0.00% | +7,129+206.4% | Added |
| Amalgamated Bank | 10,715 | $1.81M | 0.01% | −300−2.7% | Reduced |
| Jump Financial, LLC | 10,907 | $1.84M | 0.03% | −39,560−78.4% | Reduced |
| Henshaw Capital LLC | 11,638 | $1.97M | 0.07% | −872−7.0% | Reduced |
| State of Wisconsin Investment Board | 11,840 | $2.00M | 0.00% | +2,933+32.9% | Added |
| MetLife Investment Management | 11,922 | $2.02M | 0.01% | −454−3.7% | Reduced |
| Citigroup Inc | 12,009 | $2.03M | 0.00% | −377−3.0% | Reduced |
| OP Asset Management Ltd | 12,147 | $2.05M | 0.02% | +4,319+55.2% | Added |
| Jones Financial Companies LLLP | 13,301 | $2.09M | 0.00% | +12,886+3,105.1% | Added |
| CWM, LLC | 12,593 | $2.13M | 0.01% | −223−1.7% | Reduced |
| Numerai GP LLC | 13,067 | $2.21M | 0.22% | +1,379+11.8% | Added |
| Oak Thistle LLC | 13,366 | $2.26M | 0.22% | +9,831+278.1% | Added |
| New Age Alpha Advisors, LLC | 13,564 | $2.29M | 0.11% | −492−3.5% | Reduced |
| Cardinal Capital Management | 13,777 | $2.33M | 0.30% | +734+5.6% | Added |
| State of New Jersey Common Pension Fund D | 13,895 | $2.35M | 0.01% | +3,617+35.2% | Added |
| Advisory Services Network, LLC | 13,935 | $2.36M | 0.03% | +10,762+339.2% | Added |
| Engineers Gate Manager LP | 14,172 | $2.40M | 0.03% | −64,007−81.9% | Reduced |
| Natixis Advisors, L.P. | 14,490 | $2.45M | 0.00% | +779+5.7% | Added |
| Cerity Partners LLC | 14,688 | $2.48M | 0.00% | −1,990−11.9% | Reduced |
| Lazard Asset Management LLC | 14,737 | $2.49M | 0.00% | +2,820+23.7% | Added |
| Berkeley, Inc | 15,566 | $2.63M | 0.88% | −1,816−10.4% | Reduced |
| LPL Financial LLC | 15,647 | $2.65M | 0.00% | +5,463+53.6% | Added |
| 1832 Asset Management L.P. | 15,900 | $2.69M | 0.00% | +15,900 | New |
| Manufacturers Life Insurance Company, The | 16,168 | $2.73M | 0.00% | −1,616−9.1% | Reduced |
| Mariner, LLC | 16,524 | $2.79M | 0.00% | −455−2.7% | Reduced |
| ING Groep NV | 16,613 | $2.81M | 0.02% | +16,613 | New |
| State of Alaska, Department of Revenue | 16,873 | $2.85M | 0.03% | −75−0.4% | Reduced |
| Great West Life Assurance Co | 17,115 | $2.90M | 0.01% | −1,153−6.3% | Reduced |
| Vanguard Asset Management, Ltd | 17,997 | $3.04M | 0.00% | +17,997 | New |
| MidFirst Bank | 18,802 | $3.18M | 0.26% | +3,155+20.2% | Added |
| CI Private Wealth, LLC | 19,130 | $3.21M | 0.00% | −2,401−11.2% | Reduced |
| Walleye Capital LLC | 20,166 | $3.41M | 0.02% | +20,166 | New |
| D. E. Shaw & Co., Inc. | 20,348 | $3.44M | 0.00% | −2,419−10.6% | Reduced |
| Wells Fargo & Company | 20,391 | $3.45M | 0.00% | −2,372−10.4% | Reduced |
| Warren Averett Asset Management, LLC | 21,153 | $3.58M | 0.03% | +21,153 | New |
| XTX Topco Ltd | 21,352 | $3.61M | 0.06% | −8,760−29.1% | Reduced |
| Vident Advisory, LLC | 21,690 | $3.67M | 0.03% | +7,261+50.3% | Added |
| Schonfeld Strategic Advisors LLC | 21,806 | $3.69M | 0.03% | +11,094+103.6% | Added |
| Van Eck Associates Corp | 21,956 | $3.71M | 0.00% | +764+3.6% | Added |
| Royal Bank of Canada | 22,471 | $3.80M | 0.00% | +13,724+156.9% | Added |
| Advisor Group Holdings, Inc. | 22,613 | $3.82M | 0.01% | +4,800+26.9% | Added |
| State Board of Administration of Florida Retirement System | 22,680 | $3.83M | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 23,229 | $3.93M | 0.00% | +1,452+6.7% | Added |
| Citadel Advisors LLC | 23,650 | $4.00M | 0.00% | +23,650 | New |
| Caxton Associates LLP | 24,977 | $4.22M | 0.10% | +24,977 | New |
| First Trust Advisors LP | 25,731 | $4.35M | 0.00% | −38,444−59.9% | Reduced |
| Holocene Advisors, LP | 25,983 | $4.39M | 0.01% | +25,983 | New |
| Susquehanna International Group, LLP | 26,161 | $4.42M | 0.01% | −22,105−45.8% | Reduced |
| Nicholas Company, Inc. | 26,185 | $4.43M | 0.09% | −130−0.5% | Reduced |
| Allianz Asset Management GmbH | 27,104 | $4.58M | 0.01% | +10,511+63.3% | Added |
| Allspring Global Investments Holdings, LLC | 27,428 | $4.65M | 0.01% | +26,107+1,976.3% | Added |
| Barclays PLC | 27,950 | $4.72M | 0.00% | +4,698+20.2% | Added |
| Bank of Nova Scotia | 28,000 | $4.73M | 0.01% | −6,200−18.1% | Reduced |
| Retirement Systems of Alabama | 28,146 | $4.76M | 0.02% | −483−1.7% | Reduced |
| Ieq Capital, LLC | 29,135 | $4.93M | 0.02% | −22,472−43.5% | Reduced |
| Trexquant Investment LP | 29,267 | $4.95M | 0.04% | +8,944+44.0% | Added |
| California State Teachers Retirement System | 29,423 | $4.97M | 0.01% | +4,016+15.8% | Added |
| Legal & General Group Plc | 32,696 | $5.53M | 0.00% | −6,397−16.4% | Reduced |
| California Public Employees Retirement System | 33,381 | $5.64M | 0.00% | −2,088−5.9% | Reduced |
| Creative Planning | 34,401 | $5.82M | 0.00% | +4,823+16.3% | Added |
| Panagora Asset Management Inc | 34,615 | $5.85M | 0.02% | −4,194−10.8% | Reduced |
| Benjamin Edwards Inc | 34,706 | $5.87M | 0.06% | +29,992+636.2% | Added |
| Worldquant Millennium Advisors LLC | 35,752 | $6.04M | 0.02% | +7,627+27.1% | Added |
| American Century Companies Inc | 36,642 | $6.19M | 0.00% | +34,876+1,974.9% | Added |
| Alliancebernstein L.P. | 30,966 | $6.73M | 0.00% | +4,750+18.1% | Added |
| Tudor Investment Corp Et Al | 40,000 | $6.76M | 0.04% | +35,290+749.3% | Added |
| River Road Asset Management, LLC | 42,084 | $7.11M | 0.08% | +42,084 | New |
| BNP Paribas Arbitrage, SA | 42,179 | $7.13M | 0.00% | +22,418+113.4% | Added |
| HRT Financial LP | 43,508 | $7.36M | 0.02% | −85,448−66.3% | Reduced |
| Thrivent Financial for Lutherans | 45,628 | $7.71M | 0.01% | +10,443+29.7% | Added |
| SG Americas Securities, LLC | 46,937 | $7.93M | 0.01% | +31,847+211.0% | Added |
| Swiss National Bank | 48,800 | $8.25M | 0.00% | −1,200−2.4% | Reduced |
| Algert Global LLC | 48,957 | $8.28M | 0.12% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 48,981 | $8.28M | 0.01% | +41,350+541.9% | Added |
| Canada Pension Plan Investment Board | 52,100 | $8.81M | 0.01% | +33,200+175.7% | Added |
| Meeder Asset Management Inc | 55,614 | $9.40M | 0.54% | −2,083−3.6% | Reduced |
| Raymond James Financial Inc | 57,363 | $9.70M | 0.00% | +26,585+86.4% | Added |
| Nuveen, LLC | 60,776 | $10.3M | 0.00% | −10,311−14.5% | Reduced |
| Rhumbline Advisers | 62,693 | $10.6M | 0.01% | −536−0.8% | Reduced |
| Barlow Wealth Partners, Inc. | 57,720 | $10.6M | 1.18% | +2,187+3.9% | Added |
| Stifel Financial Corp | 63,101 | $10.7M | 0.01% | +49,618+368.0% | Added |
| Capital Fund Management S.A. | 67,205 | $11.4M | 0.10% | +5,996+9.8% | Added |
| UBS Asset Management Americas Inc | 69,226 | $11.7M | 0.00% | +194+0.3% | Added |
| UBS Group AG | 69,942 | $11.8M | 0.00% | −225,405−76.3% | Reduced |
| Prudential Financial Inc | 65,498 | $12.0M | 0.01% | +23,334+55.3% | Added |
| Nordea Investment Management AB | 73,169 | $12.3M | 0.01% | −3,355−4.4% | Reduced |
| Chicago Capital, LLC | 74,162 | $12.5M | 0.34% | +5,121+7.4% | Added |
| Principal Financial Group Inc | 77,073 | $13.0M | 0.01% | −10,998−12.5% | Reduced |
| Congress Asset Management Co | 77,405 | $13.1M | 0.09% | +2,864+3.8% | Added |
| Schroder Investment Management Group | 84,286 | $13.9M | 0.01% | −66,586−44.1% | Reduced |
| Incline Global Management LLC | 88,354 | $14.9M | 5.87% | +82,076+1,307.4% | Added |
| Crawford Fund Management, LLC | 89,200 | $15.1M | 4.92% | +68,900+339.4% | Added |