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, Q2 2026
Institutional positions in Morningstar, Inc. as of Jun 30, 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
- 420
- −22 vs. Q1 2026
- Shares held
- 24.3M
- +808.6K (+3.4%) vs. Q1 2026
- Total value
- $3.79B
- −$180.1M (−4.5%) vs. Q1 2026
- New holders
- 69
- 131 more added
- Sold out
- 91
- 173 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Morningstar, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bamco Inc | 3,499,146 | $545.9M | 0.82% | +2,739,631+360.7% | Added |
| BlackRock, Inc. | 2,081,736 | $324.8M | 0.00% | −256,482−11.0% | Reduced |
| Wellington Management Group LLP | 1,493,037 | $232.9M | 0.04% | −169,368−10.2% | Reduced |
| Morgan Stanley | 1,484,135 | $231.6M | 0.01% | −246,414−14.2% | Reduced |
| AQR Capital Management LLC | 1,304,388 | $203.5M | 0.07% | +680,759+109.2% | Added |
| Vanguard Portfolio Management LLC | 950,075 | $148.2M | 0.01% | −101,745−9.7% | Reduced |
| Vanguard Capital Management LLC | 894,406 | $139.5M | 0.00% | −95,061−9.6% | Reduced |
| State Street Corp | 716,473 | $111.8M | 0.00% | −19,101−2.6% | Reduced |
| Geode Capital Management, LLC | 578,315 | $90.2M | 0.00% | −20,907−3.5% | Reduced |
| Dimensional Fund Advisors LP | 561,857 | $87.7M | 0.02% | +44,088+8.5% | Added |
| Los Angeles Capital Management LLC | 557,955 | $87.1M | 0.32% | −87,429−13.5% | Reduced |
| Two Sigma Investments, LP | 484,249 | $75.6M | 0.06% | −375,210−43.7% | Reduced |
| Jane Street Group, LLC | 431,301 | $67.3M | 0.04% | +97,440+29.2% | Added |
| Arrowstreet Capital, Limited Partnership | 420,742 | $65.6M | 0.03% | +25,811+6.5% | Added |
| Kensico Capital Management Corp | 284,100 | $44.3M | 0.76% | +149,100+110.4% | Added |
| Invesco Ltd. | 259,287 | $40.5M | 0.00% | −25,843−9.1% | Reduced |
| Massachusetts Financial Services Co | 244,324 | $37.9M | 0.01% | −10,415−4.1% | Reduced |
| Renaissance Technologies LLC | 238,770 | $37.3M | 0.05% | −210,100−46.8% | Reduced |
| JPMorgan Chase & Co | 236,316 | $37.0M | 0.00% | −193,740−45.0% | Reduced |
| Bank of New York Mellon Corp | 232,481 | $36.3M | 0.01% | +57,475+32.8% | Added |
| Copeland Capital Management, LLC | 229,546 | $35.8M | 0.74% | +94,331+69.8% | Added |
| UBS Group AG | 209,075 | $32.6M | 0.01% | +139,133+198.9% | Added |
| Charles Schwab Investment Management Inc | 206,136 | $32.2M | 0.00% | −7,687−3.6% | Reduced |
| Quantinno Capital Management LP | 203,220 | $31.7M | 0.04% | +16,274+8.7% | Added |
| Bank of America Corp | 192,610 | $30.1M | 0.00% | +9,035+4.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 191,181 | $29.8M | 0.03% | +5,133+2.8% | Added |
| FMR LLC | 180,968 | $28.2M | 0.00% | +74,263+69.6% | Added |
| Goldman Sachs Group Inc | 179,184 | $28.0M | 0.00% | −31,218−14.8% | Reduced |
| Northern Trust Corp | 169,919 | $26.5M | 0.00% | −6,023−3.4% | Reduced |
| Confluence Investment Management LLC | 166,257 | $25.9M | 0.41% | −11,311−6.4% | Reduced |
| Millennium Management LLC | 162,620 | $25.4M | 0.02% | −160,386−49.7% | Reduced |
| Voloridge Investment Management, LLC | 162,073 | $25.3M | 0.11% | −15,799−8.9% | Reduced |
| Brookfield Asset Management Inc. | 156,792 | $24.5M | 0.03% | +156,792 | New |
| Norges Bank | 155,686 | $24.3M | 0.00% | +155,686 | New |
| Nordea Investment Management AB | 147,892 | $22.9M | 0.02% | +74,723+102.1% | Added |
| Royce & Associates LP | 144,996 | $22.6M | 0.18% | −29,279−16.8% | Reduced |
| Gotham Asset Management, LLC | 142,299 | $22.2M | 0.05% | −27,331−16.1% | Reduced |
| Vanguard Fiduciary Trust Co | 136,878 | $21.4M | 0.00% | −5,967−4.2% | Reduced |
| Ameriprise Financial Inc | 136,872 | $21.4M | 0.00% | −19,839−12.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 124,542 | $19.4M | 0.06% | −38,937−23.8% | Reduced |
| Envestnet Asset Management Inc | 118,347 | $18.5M | 0.00% | +11,560+10.8% | Added |
| American Capital Management Inc | 114,947 | $17.9M | 0.80% | +6,607+6.1% | Added |
| SEI Investments Co | 112,779 | $17.6M | 0.02% | −76,523−40.4% | Reduced |
| Crawford Fund Management, LLC | 109,500 | $17.1M | 5.24% | +20,300+22.8% | Added |
| DF Dent & Co Inc | 106,374 | $16.6M | 0.31% | +4,003+3.9% | Added |
| Jupiter Topco LLC | 91,390 | $14.3M | 0.01% | +91,390 | New |
| Principal Financial Group Inc | 76,156 | $11.9M | 0.01% | −917−1.2% | Reduced |
| Tudor Investment Corp Et Al | 76,095 | $11.9M | 0.05% | +36,095+90.2% | Added |
| Candriam Luxembourg S.C.A. | 74,445 | $11.6M | 0.05% | +74,445 | New |
| Allianz Asset Management GmbH | 74,023 | $11.5M | 0.01% | +46,919+173.1% | Added |
| Capital Fund Management S.A. | 69,077 | $10.8M | 0.08% | +1,872+2.8% | Added |
| Stifel Financial Corp | 67,188 | $10.5M | 0.01% | +4,087+6.5% | Added |
| Loomis Sayles & Co L P | 64,876 | $10.1M | 0.01% | +15,895+32.5% | Added |
| UBS Asset Management Americas Inc | 61,984 | $9.67M | 0.00% | −7,242−10.5% | Reduced |
| Prudential Financial Inc | 61,498 | $9.59M | 0.01% | −4,000−6.1% | Reduced |
| Chicago Capital, LLC | 60,972 | $9.51M | 0.23% | −13,190−17.8% | Reduced |
| Barlow Wealth Partners, Inc. | 57,602 | $9.51M | 1.03% | −118−0.2% | Reduced |
| Rhumbline Advisers | 55,898 | $8.72M | 0.01% | −6,795−10.8% | Reduced |
| Nomura Asset Management International Inc. | 54,859 | $8.56M | 0.01% | −36,431−39.9% | Reduced |
| Ieq Capital, LLC | 53,907 | $8.41M | 0.04% | +24,772+85.0% | Added |
| Canada Pension Plan Investment Board | 50,700 | $7.91M | 0.00% | −1,400−2.7% | Reduced |
| Nuveen, LLC | 49,783 | $7.77M | 0.00% | −10,993−18.1% | Reduced |
| Mariner, LLC | 49,671 | $7.75M | 0.01% | +33,147+200.6% | Added |
| SG Americas Securities, LLC | 48,845 | $7.62M | 0.00% | +1,908+4.1% | Added |
| Squarepoint Ops LLC | 47,742 | $7.45M | 0.01% | +47,742 | New |
| Alliancebernstein L.P. | 41,088 | $6.95M | 0.00% | +10,122+32.7% | Added |
| First Trust Advisors LP | 44,475 | $6.94M | 0.00% | +18,744+72.8% | Added |
| Swiss National Bank | 40,600 | $6.33M | 0.00% | −8,200−16.8% | Reduced |
| Engineers Gate Manager LP | 39,989 | $6.24M | 0.08% | +25,817+182.2% | Added |
| Algert Global LLC | 35,197 | $5.49M | 0.07% | −13,760−28.1% | Reduced |
| Creative Planning | 34,701 | $5.41M | 0.00% | +300+0.9% | Added |
| American Century Companies Inc | 33,811 | $5.28M | 0.00% | −2,831−7.7% | Reduced |
| Benjamin Edwards Inc | 33,499 | $5.23M | 0.05% | −1,207−3.5% | Reduced |
| Point72 Asset Management, L.P. | 32,754 | $5.11M | 0.01% | −138,155−80.8% | Reduced |
| XTX Topco Ltd | 32,638 | $5.09M | 0.07% | +11,286+52.9% | Added |
| Quadrature Capital Ltd | 31,566 | $4.92M | 0.04% | +29,642+1,540.6% | Added |
| California Public Employees Retirement System | 31,222 | $4.87M | 0.00% | −2,159−6.5% | Reduced |
| Citadel Advisors LLC | 27,906 | $4.35M | 0.00% | +4,256+18.0% | Added |
| Legal & General Group Plc | 27,422 | $4.28M | 0.00% | −5,274−16.1% | Reduced |
| Barclays PLC | 26,602 | $4.15M | 0.00% | −1,348−4.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 26,415 | $4.12M | 0.08% | +16,832+175.6% | Added |
| Nicholas Company, Inc. | 26,185 | $4.09M | 0.07% | 00.0% | Unchanged |
| Caxton Associates LLP | 24,236 | $3.78M | 0.07% | −741−3.0% | Reduced |
| Mercer Global Advisors Inc | 24,099 | $3.76M | 0.00% | +16,653+223.7% | Added |
| State of Alaska, Department of Revenue | 23,699 | $3.70M | 0.04% | +6,826+40.5% | Added |
| Price T Rowe Associates Inc | 23,623 | $3.69M | 0.00% | +394+1.7% | Added |
| California State Teachers Retirement System | 22,952 | $3.58M | 0.00% | −6,471−22.0% | Reduced |
| Vident Advisory, LLC | 22,877 | $3.57M | 0.03% | +1,187+5.5% | Added |
| Cerity Partners LLC | 22,838 | $3.56M | 0.00% | +8,150+55.5% | Added |
| Retirement Systems of Alabama | 22,812 | $3.56M | 0.01% | −5,334−19.0% | Reduced |
| State Board of Administration of Florida Retirement System | 22,310 | $3.48M | 0.01% | −370−1.6% | Reduced |
| Marshall Wace, LLP | 21,114 | $3.29M | 0.00% | +10,531+99.5% | Added |
| Wells Fargo & Company | 19,503 | $3.04M | 0.00% | −888−4.4% | Reduced |
| MidFirst Bank | 18,560 | $2.90M | 0.21% | −242−1.3% | Reduced |
| GHP Investment Advisors, Inc. | 18,361 | $2.86M | 0.11% | +15,875+638.6% | Added |
| Lazard Asset Management LLC | 18,309 | $2.86M | 0.00% | +3,572+24.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 18,661 | $2.84M | 0.00% | +11,053+145.3% | Added |
| Numerai GP LLC | 18,066 | $2.82M | 0.23% | +4,999+38.3% | Added |
| Susquehanna International Group, LLP | 17,903 | $2.79M | 0.00% | −8,258−31.6% | Reduced |
| Citigroup Inc | 17,641 | $2.75M | 0.00% | +5,632+46.9% | Added |