Skip to main content
Livermore
Livermore
ZHEN

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.

Q2 2026 vs. Q1 2026

How the institutions holding Morningstar, Inc. changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of MORN: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders4475420−22
Shares23.6M119.7K24.3M+808.6K (+3.4%)
Value$3.99B$20.2M$3.79B−$180.1M (−4.5%)

5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (69)

Institutions that held Morningstar, Inc. at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to MORN in Q2 2026
InstitutionSharesValue% of portfolio
Brookfield Asset Management Inc.156,792$24.5M0.03%
Norges Bank155,686$24.3M0.00%
Jupiter Topco LLC91,390$14.3M0.01%
Candriam Luxembourg S.C.A.74,445$11.6M0.05%
Squarepoint Ops LLC47,742$7.45M0.01%
Axxcess Wealth Management, LLC16,454$2.57M0.04%
Redwood Investment Management, LLC13,997$2.18M0.22%
Franklin Resources Inc13,634$2.13M0.00%
Savant Capital, LLC7,400$1.44M0.00%
Zurich Insurance Group Ltd7,500$1.17M0.01%
Mosaic Family Wealth Partners, LLC6,878$1.07M0.07%
Mitsubishi UFJ Trust & Banking Corp6,085$949.4K0.00%
Quinn Opportunity Partners LLC5,000$780.1K0.04%
Advisors Preferred, LLC4,259$706.7K0.11%
Bridgewater Associates, LP4,249$662.9K0.00%
CAPROCK Group, Inc.4,201$655.4K0.01%
Vinva Investment Management Ltd2,451$555.2K0.00%
Sivia Capital Partners, LLC3,339$521.0K0.06%
Buckingham Strategic Partners3,206$500.2K0.00%
Apeiron RIA LLC11,767$432.5K0.11%
Intrua Financial, LLC2,700$421.3K0.04%
Bull Harbor Capital LLC2,506$391.0K0.08%
iA Global Asset Management Inc.2,480$387.0K0.00%
Fieldview Capital Management, LLC2,090$326.1K0.09%
Krilogy Financial LLC2,013$314.1K0.01%
TCG Advisory Services, LLC1,870$291.8K0.01%
PEAK6 LLC1,814$283.0K0.01%
Bridgefront Capital, LLC1,700$265.2K0.07%
Pallas Capital Advisors LLC1,663$259.5K0.01%
Caerus Investment Advisors, LLC1,658$258.7K0.09%
Machina Capital S.A.S.1,602$249.9K0.04%
Catalyst Funds Management Pty Ltd1,550$241.8K0.01%
NorthCrest Asset Manangement, LLC1,441$238.6K0.01%
VestGen Advisors, LLC1,492$232.8K0.01%
Crestwood Advisors Group LLC1,481$231.1K0.00%
Waddell & Associates, LLC1,470$229.3K0.01%
J.W. Cole Advisors, Inc.1,465$228.6K0.00%
Citizens Financial Group Inc1,450$226.2K0.00%
Claret Asset Management Corp1,448$226.0K0.02%
Diversify Advisory Services, LLC1,224$223.4K0.00%
111 Capital1,295$202.0K0.03%
Nykredit A/S1,206$188.2K0.00%
1620 Investment Advisors, Inc.1,190$185.7K0.11%
Twin Tree Management, LP913$142.4K0.02%
Simplex Trading, LLC739$115.3K0.00%
Bayforest Capital Ltd499$77.9K0.07%
Global Retirement Partners, LLC312$48.7K0.00%
Grove Bank & Trust158$24.7K0.00%
Allied Private Wealth LLC100$16.5K0.01%
Institute for Wealth Management, LLC.73$11.4K0.00%
Buck Wealth Strategies, LLC45$7.02K0.00%
Compass Financial Management LLC34$6.63K0.00%
Caitong International Asset Management Co., Ltd41$6.40K0.00%
MJT & Associates Financial Advisory Group, Inc.34$5.30K0.00%
Fulcrum Asset Management LLP19$2.96K0.00%
Group One Trading, L.P.15$2.34K0.00%
Planning Strategies Inc.12$1.87K0.00%
CoreCap Advisors, LLC10$1.56K0.00%
Horizon Financial Services, LLC8$1.25K0.00%
HFM Investment Advisors, LLC4$6250.00%
Creative Capital Management Investments LLC3$4680.00%
Action Point Financial Planning, LLC3$4680.00%
JPL Wealth Management, LLC2$3130.00%
DecisionPoint Financial, LLC1$1620.00%
AdvisorNet Financial, Inc1$1560.00%
Optiver Holding B.V.1$1560.00%
LRI Investments, LLC1$1560.00%
Silver Grove Financial Group, Inc.1$1560.00%
Navigoe, LLC1$00.00%

Sold out (91)

Institutions that held Morningstar, Inc. at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of MORN in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Select Equity Group, L.P.637,723$107.8M
M&G Plc149,783$25.3M
Qube Research & Technologies Ltd139,894$23.6M
Incline Global Management LLC88,354$14.9M
Schroder Investment Management Group84,286$13.9M
Congress Asset Management Co77,405$13.1M
River Road Asset Management, LLC42,084$7.11M
Panagora Asset Management Inc34,615$5.85M
Trexquant Investment LP29,267$4.95M
Bank of Nova Scotia28,000$4.73M
Holocene Advisors, LP25,983$4.39M
Van Eck Associates Corp21,956$3.71M
Warren Averett Asset Management, LLC21,153$3.58M
Walleye Capital LLC20,166$3.41M
ING Groep NV16,613$2.81M
1832 Asset Management L.P.15,900$2.69M
Natixis Advisors, L.P.14,490$2.45M
Lecap Asset Management Ltd9,626$1.63M
Connor, Clark & Lunn Investment Management Ltd.9,369$1.58M
Headlands Technologies LLC8,486$1.43M
Southeast Asset Advisors Inc.7,792$1.32M
Twinbeech Capital LP7,350$1.24M
Healthcare of Ontario Pension Plan Trust Fund6,600$1.12M
CenterBook Partners LP5,232$884.5K
Magnetar Financial LLC4,621$781.2K
Epoch Investment Partners, Inc.4,547$768.7K
Gsa Capital Partners LLP3,576$605.0K
Inceptionr LLC3,070$519.0K
Banco Bilbao Vizcaya Argentaria, S.A.2,973$497.9K
Mackenzie Financial Corp2,811$475.2K
Capula Management Ltd2,760$466.6K
Boothbay Fund Management, LLC2,571$434.6K
R Squared Ltd2,551$431.2K
DRW Securities, LLC2,475$418.4K
EntryPoint Capital, LLC2,387$403.5K
Amica Mutual Insurance Co2,331$394.0K
Ci Investments Inc.2,292$387.5K
ExodusPoint Capital Management, LP2,118$358.0K
Man Group plc2,100$355.0K
Everence Capital Management Inc1,903$322.0K
Calamos Advisors LLC1,881$318.0K
Calamos Wealth Management LLC1,881$318.0K
Campbell & CO Investment Adviser LLC1,810$306.0K
Blackstone Group Inc.1,766$298.5K
Commerce Bank1,765$298.4K
Mirabella Financial Services LLP1,697$286.9K
Procyon Private Wealth Partners, LLC1,680$284.0K
Centiva Capital, LP1,624$274.5K
Alliance Wealth Advisors, LLC1,623$274.4K
Entropy Technologies, LP1,565$264.6K
RSM US Wealth Management LLC1,554$262.7K
United Capital Financial Advisers, LLC1,519$256.8K
Dempze Nancy E1,494$252.6K
Syon Capital LLC1,459$246.6K
ISAM Funds (UK) Ltd1,399$236.5K
Frec Markets, Inc.1,389$234.8K
Crossmark Global Holdings, Inc.1,385$234.1K
Prelude Capital Management, LLC1,383$233.8K
Portside Wealth Group, LLC1,368$231.3K
Two Sigma Securities, LLC1,363$230.4K
CIBC Asset Management Inc1,355$229.1K
Armistice Capital, LLC1,327$224.3K
CIBC Bancorp USA Inc.1,317$222.7K
Baird Financial Group, Inc.1,313$222.0K
Maryland State Retirement & Pension System1,247$210.8K
Abel Hall, LLC1,233$208.4K
Oppenheimer & Co Inc1,219$206.1K
Quadrant Capital Group LLC880$148.8K
Annis Gardner Whiting Capital Advisors, LLC410$69.3K
V-Square Quantitative Management LLC180$30.4K
Thurston, Springer, Miller, Herd & Titak, Inc.118$19.9K
Owl Creek Wealth Partners LLC95$16.1K
Ancora Advisors, LLC44$7.44K
First Horizon Corp21$3.55K
Bare Financial Services, Inc20$3.38K
Sachetta, LLC18$3.04K
Asset Dedication, LLC13$2.20K
Estabrook Capital Management12$2.03K
Marquette Asset Management, LLC10$1.69K
South State Corp.9$1.52K
Bogart Wealth, LLC9$1.52K
Root Financial Partners, LLC6$1.01K
UMA Financial Services, Inc.5$846
Financial Network Wealth Advisors LLC5$845
Spire Wealth Management4$617
Signature Equity Partners, LLC3$510
Rialto Wealth Management, LLC3$508
Twin Peaks Wealth Advisors, LLC3$507
Highline Wealth Partners LLC3$507
Raffa Wealth Management, LLC1$169
Curio Wealth, LLC1$169

Not filed for Q2 2026 yet (5)

Institutions that held Morningstar, Inc. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MORN in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Janus Henderson Group PLC89,885$15.2M
CWM, LLC12,593$2.13M
Skopos Labs, Inc.8,732$1.48M
Exencial Wealth Advisors, LLC6,736$1.14M
Gibbs Wealth Management1,753$296.4K