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 |
|---|---|---|---|---|---|
| Great Valley Advisor Group, Inc. | 0 | $0 | 0.00% | −1,176−100.0% | Sold out |
| Capital Investment Counsel, Inc | 0 | $0 | 0.00% | −1,150−100.0% | Sold out |
| Camden Capital, LLC | 0 | $0 | 0.00% | −1,134−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −1,132−100.0% | Sold out |
| Connecticut Capital Management Group, LLC | 0 | $0 | 0.00% | −1,125−100.0% | Sold out |
| QRG Capital Management, Inc. | 0 | $0 | 0.00% | −1,080−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −1,005−100.0% | Sold out |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −990−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −956−100.0% | Sold out |
| Cadent Capital Advisors, LLC | 0 | $0 | 0.00% | −955−100.0% | Sold out |
| Sentinus, LLC | 0 | $0 | 0.00% | −945−100.0% | Sold out |
| Angeles Wealth Management, LLC | 0 | $0 | 0.00% | −929−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −508−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −467−100.0% | Sold out |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −436−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −424−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −219−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −197−100.0% | Sold out |
| Longview Financial Advisors LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Measured Wealth Private Client Group, LLC | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Tobam | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Osterweis Capital Management Inc | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Montag A & Associates Inc | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Optima Capital LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Seneschal Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Bay Harbor Wealth Management, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| ORG Partners LLC | – | – | – | – | Not filed |