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 |
|---|---|---|---|---|---|
| Northwestern Mutual Investment Management Company, LLC | 5,143 | $869.4K | 0.01% | −194−3.6% | Reduced |
| Linden Thomas Advisory Services, LLC | 5,093 | $861.0K | 0.08% | +244+5.0% | Added |
| Ensign Peak Advisors, Inc | 5,047 | $853.2K | 0.00% | −1,428−22.1% | Reduced |
| Cetera Investment Advisers | 5,045 | $852.9K | 0.00% | −819−14.0% | Reduced |
| Bradyco, Inc. | 4,864 | $822.3K | 0.64% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 4,738 | $801.0K | 0.00% | −862−15.4% | Reduced |
| Oregon Public Employees Retirement Fund | 4,686 | $792.2K | 0.01% | −41−0.9% | Reduced |
| Magnetar Financial LLC | 4,621 | $781.2K | 0.01% | +4,621 | New |
| denkapparat Operations GmbH | 4,574 | $773.2K | 0.32% | +2,218+94.1% | Added |
| Epoch Investment Partners, Inc. | 4,547 | $768.7K | 0.00% | −3,084−40.4% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 4,434 | $749.6K | 0.00% | −4,330−49.4% | Reduced |
| Brevan Howard Capital Management LP | 4,331 | $732.2K | 0.01% | +1,802+71.3% | Added |
| Harbor Capital Advisors, Inc. | 4,299 | $727.0K | 0.06% | +2,159+100.9% | Added |
| Callan Family Office, LLC | 4,269 | $721.7K | 0.02% | +1,039+32.2% | Added |
| Ameritas Investment Partners, Inc. | 4,229 | $714.9K | 0.02% | −143−3.3% | Reduced |
| Xponance, Inc. | 4,222 | $713.7K | 0.01% | +483+12.9% | Added |
| Hantz Financial Services, Inc. | 4,220 | $713.0K | 0.01% | +4,001+1,826.9% | Added |
| Martin Capital Advisors, LLP | 4,202 | $710.3K | 0.45% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 4,119 | $696.3K | 0.00% | +238+6.1% | Added |
| Park Avenue Securities LLC | 3,883 | $656.0K | 0.01% | −39−1.0% | Reduced |
| RV Capital GmbH | 3,700 | $653.8K | 0.17% | +3,700 | New |
| M&T Bank Corp | 3,617 | $611.5K | 0.00% | −111−3.0% | Reduced |
| Gsa Capital Partners LLP | 3,576 | $605.0K | 0.04% | +3,576 | New |
| Neuberger Berman Group LLC | 3,550 | $600.1K | 0.00% | +522+17.2% | Added |
| Occudo Quantitative Strategies LP | 3,551 | $599.1K | 0.03% | −4,676−56.8% | Reduced |
| Johnson Investment Counsel Inc | 3,445 | $582.4K | 0.00% | −97−2.7% | Reduced |
| Victory Capital Management Inc | 3,432 | $580.2K | 0.00% | −106−3.0% | Reduced |
| Teacher Retirement System of Texas | 3,349 | $566.1K | 0.00% | −2,737−45.0% | Reduced |
| Aaron Wealth Advisors | 3,323 | $561.8K | 0.03% | +1,121+50.9% | Added |
| Jefferies Financial Group Inc. | 3,156 | $533.5K | 0.01% | −5,343−62.9% | Reduced |
| Sanctuary Advisors, LLC | 3,074 | $519.7K | 0.00% | +696+29.3% | Added |
| Inceptionr LLC | 3,070 | $519.0K | 0.12% | +3,070 | New |
| Bradley Foster & Sargent Inc | 3,000 | $507.1K | 0.01% | −21−0.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 2,971 | $503.7K | 0.00% | +1,570+112.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,973 | $497.9K | 0.00% | −688−18.8% | Reduced |
| Keeler Thomas Management LLC | 2,928 | $495.0K | 0.21% | −14−0.5% | Reduced |
| Daiwa Securities Group Inc. | 2,901 | $490.4K | 0.00% | −600−17.1% | Reduced |
| Mackenzie Financial Corp | 2,811 | $475.2K | 0.00% | −49−1.7% | Reduced |
| New York Life Investment Management LLC | 2,802 | $473.7K | 0.00% | +593+26.8% | Added |
| LSV Asset Management | 2,800 | $473.0K | 0.00% | +2,800 | New |
| Pacer Advisors, Inc. | 2,780 | $470.0K | 0.00% | −104−3.6% | Reduced |
| Capula Management Ltd | 2,760 | $466.6K | 0.00% | +2,760 | New |
| Acadian Asset Management LLC | 2,749 | $464.0K | 0.00% | +2,380+645.0% | Added |
| Merit Financial Group, LLC | 2,738 | $462.9K | 0.00% | −3,158−53.6% | Reduced |
| AdvisorShares Investments LLC | 2,720 | $459.8K | 0.08% | +500+22.5% | Added |
| Chicago Partners Investment Group LLC | 2,449 | $455.9K | 0.01% | +166+7.3% | Added |
| Public Employees Retirement Association of Colorado | 2,604 | $440.0K | 0.00% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 2,601 | $439.7K | 0.05% | −795−23.4% | Reduced |
| Boothbay Fund Management, LLC | 2,571 | $434.6K | 0.01% | +2,571 | New |
| R Squared Ltd | 2,551 | $431.2K | 0.24% | −690−21.3% | Reduced |
| AlphaGrep UK Ltd | 2,543 | $429.9K | 0.13% | +344+15.6% | Added |
| Integrated Wealth Concepts LLC | 2,543 | $429.9K | 0.00% | +1,462+135.2% | Added |
| Swiss Life Asset Management Ltd | 2,519 | $425.8K | 0.00% | +1,314+109.0% | Added |
| YHB Investment Advisors, Inc. | 2,505 | $423.5K | 0.03% | −7,177−74.1% | Reduced |
| GHP Investment Advisors, Inc. | 2,486 | $420.3K | 0.02% | +2,486 | New |
| DRW Securities, LLC | 2,475 | $418.4K | 0.02% | +2,475 | New |
| Bessemer Group Inc | 2,394 | $405.0K | 0.00% | −4,027−62.7% | Reduced |
| EntryPoint Capital, LLC | 2,387 | $403.5K | 0.12% | 00.0% | Unchanged |
| Deutsche Bank AG | 2,335 | $394.7K | 0.00% | +125+5.7% | Added |
| Amica Mutual Insurance Co | 2,331 | $394.0K | 0.03% | +427+22.4% | Added |
| O'Shaughnessy Asset Management, LLC | 2,320 | $392.2K | 0.00% | +596+34.6% | Added |
| Ci Investments Inc. | 2,292 | $387.5K | 0.00% | −32,836−93.5% | Reduced |
| Commonwealth Equity Services, LLC | 2,252 | $380.6K | 0.00% | +447+24.8% | Added |
| Janney Montgomery Scott LLC | 2,236 | $378.0K | 0.00% | +2,236 | New |
| Planning Alternatives Ltd | 2,197 | $371.4K | 0.05% | −161−6.8% | Reduced |
| Atria Investments LLC | 2,139 | $361.6K | 0.00% | −158−6.9% | Reduced |
| ExodusPoint Capital Management, LP | 2,118 | $358.0K | 0.00% | +2,118 | New |
| Man Group plc | 2,100 | $355.0K | 0.00% | −7,436−78.0% | Reduced |
| Kornitzer Capital Management Inc | 2,064 | $348.9K | 0.01% | −11,763−85.1% | Reduced |
| Blair William & Co | 2,063 | $348.8K | 0.00% | −321−13.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,942 | $328.3K | 0.00% | +13+0.7% | Added |
| Evergreen Capital Management LLC | 1,927 | $325.8K | 0.01% | +539+38.8% | Added |
| Quadrature Capital Ltd | 1,924 | $325.3K | 0.00% | +1,924 | New |
| Everence Capital Management Inc | 1,903 | $322.0K | 0.02% | +1,903 | New |
| 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 |
| Sequoia Financial Advisors, LLC | 1,872 | $316.5K | 0.00% | −1,088−36.8% | Reduced |
| Personal Cfo Solutions, LLC | 1,840 | $311.0K | 0.04% | +136+8.0% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 1,824 | $308.3K | 0.10% | +5+0.3% | Added |
| Campbell & CO Investment Adviser LLC | 1,810 | $306.0K | 0.02% | +1,810 | New |
| Brighton Jones LLC | 1,793 | $303.1K | 0.01% | +1,793 | New |
| Amundi | 1,775 | $300.1K | 0.00% | +377+27.0% | Added |
| 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 |
| Commerce Bank | 1,765 | $298.4K | 0.00% | −531−23.1% | Reduced |
| Gibbs Wealth Management | 1,753 | $296.4K | 0.04% | −681−28.0% | Reduced |
| Securian Asset Management, Inc | 1,732 | $292.8K | 0.01% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 1,697 | $286.9K | 0.03% | −1,828−51.9% | Reduced |
| Verdence Capital Advisors LLC | 1,683 | $284.5K | 0.02% | +260+18.3% | Added |
| Procyon Private Wealth Partners, LLC | 1,680 | $284.0K | 0.01% | −112−6.3% | Reduced |
| Centiva Capital, LP | 1,624 | $274.5K | 0.01% | +1,624 | New |
| Alliance Wealth Advisors, LLC | 1,623 | $274.4K | 0.06% | −623−27.7% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,600 | $270.5K | 0.00% | +1,600 | New |
| Principal Securities, Inc. | 1,586 | $268.1K | 0.00% | −122−7.1% | Reduced |
| Entropy Technologies, LP | 1,565 | $264.6K | 0.01% | −2,870−64.7% | Reduced |
| RSM US Wealth Management LLC | 1,554 | $262.7K | 0.00% | +1,554 | New |
| United Capital Financial Advisers, LLC | 1,519 | $256.8K | 0.00% | −21,625−93.4% | Reduced |
| Dempze Nancy E | 1,494 | $252.6K | 0.14% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,491 | $252.0K | 0.00% | +358+31.6% | Added |
| Versant Capital Management, Inc | 1,488 | $251.5K | 0.02% | +241+19.3% | Added |