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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 390 | $60.9K | 0.00% | −378−49.2% | Reduced |
| STRS Ohio | 410 | $64.0K | 0.00% | −101−19.8% | Reduced |
| GAMMA Investing LLC | 420 | $65.5K | 0.00% | −128−23.4% | Reduced |
| Eurizon Capital SGR S.p.A. | 448 | $69.9K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 435 | $70.4K | 0.00% | −365−45.6% | Reduced |
| Farther Finance Advisors, LLC | 454 | $70.8K | 0.00% | +133+41.4% | Added |
| Bayforest Capital Ltd | 499 | $77.9K | 0.07% | +499 | New |
| Sterling Capital Management LLC | 555 | $86.6K | 0.00% | +221+66.2% | Added |
| Signaturefd, LLC | 587 | $91.6K | 0.00% | −741−55.8% | Reduced |
| Basecamp Wealth Advisors LLC | 616 | $96.1K | 0.02% | −3−0.5% | Reduced |
| KBC Group NV | 659 | $103.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 692 | $108.0K | 0.00% | −315−31.3% | Reduced |
| Horizon Investments, LLC | 707 | $110.0K | 0.00% | +93+15.1% | Added |
| Exchange Traded Concepts, LLC | 705 | $110.0K | 0.00% | +95+15.6% | Added |
| Simplex Trading, LLC | 739 | $115.3K | 0.00% | +739 | New |
| Globeflex Capital L P | 780 | $121.7K | 0.02% | 00.0% | Unchanged |
| Westpac Banking Corp | 819 | $127.8K | 0.01% | −15−1.8% | Reduced |
| Twin Tree Management, LP | 913 | $142.4K | 0.02% | +913 | New |
| Versant Capital Management, Inc | 970 | $151.3K | 0.01% | −518−34.8% | Reduced |
| Bessemer Group Inc | 1,065 | $166.0K | 0.00% | −1,329−55.5% | Reduced |
| Ensign Peak Advisors, Inc | 1,075 | $167.7K | 0.00% | −3,972−78.7% | Reduced |
| EverSource Wealth Advisors, LLC | 1,079 | $168.3K | 0.01% | +463+75.2% | Added |
| Parallel Advisors, LLC | 1,101 | $171.8K | 0.00% | −191−14.8% | Reduced |
| 1620 Investment Advisors, Inc. | 1,190 | $185.7K | 0.11% | +1,190 | New |
| State of Wyoming | 1,199 | $187.1K | 0.02% | +571+90.9% | Added |
| Nykredit A/S | 1,206 | $188.2K | 0.00% | +1,206 | New |
| 111 Capital | 1,295 | $202.0K | 0.03% | +1,295 | New |
| DnB Asset Management AS | 1,327 | $207.0K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 1,331 | $207.7K | 0.10% | +704+112.3% | Added |
| Diversify Wealth Management, LLC | 1,224 | $223.4K | 0.00% | −4,727−79.4% | Reduced |
| Diversify Advisory Services, LLC | 1,224 | $223.4K | 0.00% | +1,224 | New |
| Claret Asset Management Corp | 1,448 | $226.0K | 0.02% | +1,448 | New |
| Citizens Financial Group Inc | 1,450 | $226.2K | 0.00% | +1,450 | New |
| J.W. Cole Advisors, Inc. | 1,465 | $228.6K | 0.00% | +1,465 | New |
| Waddell & Associates, LLC | 1,470 | $229.3K | 0.01% | +1,470 | New |
| Crestwood Advisors Group LLC | 1,481 | $231.1K | 0.00% | +1,481 | New |
| VestGen Advisors, LLC | 1,492 | $232.8K | 0.01% | +1,492 | New |
| Allworth Financial LP | 1,505 | $234.8K | 0.00% | +989+191.7% | Added |
| NorthCrest Asset Manangement, LLC | 1,441 | $238.6K | 0.01% | +1,441 | New |
| Catalyst Funds Management Pty Ltd | 1,550 | $241.8K | 0.01% | +1,550 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,586 | $247.4K | 0.00% | +329+26.2% | Added |
| Principal Securities, Inc. | 1,588 | $247.8K | 0.00% | +2+0.1% | Added |
| HM Payson & Co | 1,600 | $249.6K | 0.00% | +900+128.6% | Added |
| Machina Capital S.A.S. | 1,602 | $249.9K | 0.04% | +1,602 | New |
| Verdence Capital Advisors LLC | 1,624 | $253.3K | 0.01% | −59−3.5% | Reduced |
| Caerus Investment Advisors, LLC | 1,658 | $258.7K | 0.09% | +1,658 | New |
| Pallas Capital Advisors LLC | 1,663 | $259.5K | 0.01% | +1,663 | New |
| Bridgefront Capital, LLC | 1,700 | $265.2K | 0.07% | +1,700 | New |
| Amundi | 1,767 | $275.7K | 0.00% | −8−0.5% | Reduced |
| Kornitzer Capital Management Inc | 1,783 | $278.2K | 0.01% | −281−13.6% | Reduced |
| Securian Asset Management, Inc | 1,627 | $280.6K | 0.01% | −105−6.1% | Reduced |
| PEAK6 LLC | 1,814 | $283.0K | 0.01% | +1,814 | New |
| Spectrum Asset Management, Inc. (NB/CA) | 1,829 | $285.4K | 0.08% | +5+0.3% | Added |
| TCG Advisory Services, LLC | 1,870 | $291.8K | 0.01% | +1,870 | New |
| O'Shaughnessy Asset Management, LLC | 1,966 | $306.7K | 0.00% | −354−15.3% | Reduced |
| Commonwealth Equity Services, LLC | 1,989 | $310.4K | 0.00% | −263−11.7% | Reduced |
| Krilogy Financial LLC | 2,013 | $314.1K | 0.01% | +2,013 | New |
| Janney Montgomery Scott LLC | 2,045 | $319.0K | 0.00% | −191−8.5% | Reduced |
| Fieldview Capital Management, LLC | 2,090 | $326.1K | 0.09% | +2,090 | New |
| Oak Thistle LLC | 2,099 | $327.5K | 0.03% | −11,267−84.3% | Reduced |
| Aaron Wealth Advisors | 2,102 | $328.0K | 0.02% | −1,221−36.7% | Reduced |
| Planning Alternatives Ltd | 2,138 | $333.6K | 0.04% | −59−2.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,227 | $347.4K | 0.00% | +285+14.7% | Added |
| Tower Research Capital LLC (TRC) | 2,299 | $358.7K | 0.01% | +1,310+132.5% | Added |
| Hantz Financial Services, Inc. | 2,307 | $360.0K | 0.00% | −1,913−45.3% | Reduced |
| Baker Avenue Asset Management, LP | 2,329 | $363.4K | 0.01% | +877+60.4% | Added |
| HSBC Holdings PLC | 2,337 | $363.6K | 0.00% | −7,812−77.0% | Reduced |
| Personal Cfo Solutions, LLC | 2,345 | $365.9K | 0.05% | +505+27.4% | Added |
| YHB Investment Advisors, Inc. | 2,370 | $369.8K | 0.02% | −135−5.4% | Reduced |
| Daiwa Securities Group Inc. | 2,392 | $373.2K | 0.00% | −509−17.5% | Reduced |
| Pacer Advisors, Inc. | 2,482 | $387.0K | 0.00% | −298−10.7% | Reduced |
| iA Global Asset Management Inc. | 2,480 | $387.0K | 0.00% | +2,480 | New |
| Bull Harbor Capital LLC | 2,506 | $391.0K | 0.08% | +2,506 | New |
| Atria Investments LLC | 2,519 | $393.0K | 0.00% | +380+17.8% | Added |
| Deutsche Bank AG | 2,554 | $398.5K | 0.00% | +219+9.4% | Added |
| HB Wealth Management, LLC | 2,562 | $399.7K | 0.00% | +796+45.1% | Added |
| Swiss Life Asset Management Ltd | 2,566 | $400.3K | 0.00% | +47+1.9% | Added |
| Sequoia Financial Advisors, LLC | 2,575 | $401.8K | 0.00% | +703+37.6% | Added |
| Evergreen Capital Management LLC | 2,582 | $402.8K | 0.01% | +655+34.0% | Added |
| Public Employees Retirement Association of Colorado | 2,604 | $406.0K | 0.00% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 2,603 | $406.1K | 0.00% | −199−7.1% | Reduced |
| Xponance, Inc. | 2,653 | $413.9K | 0.00% | −1,569−37.2% | Reduced |
| Teacher Retirement System of Texas | 2,680 | $418.1K | 0.00% | −669−20.0% | Reduced |
| Intrua Financial, LLC | 2,700 | $421.3K | 0.04% | +2,700 | New |
| Occudo Quantitative Strategies LP | 2,717 | $423.9K | 0.02% | −834−23.5% | Reduced |
| AdvisorShares Investments LLC | 2,720 | $424.4K | 0.05% | 00.0% | Unchanged |
| Apeiron RIA LLC | 11,767 | $432.5K | 0.11% | +11,767 | New |
| Federated Hermes, Inc. | 2,788 | $435.0K | 0.00% | +1,348+93.6% | Added |
| LSV Asset Management | 2,800 | $437.0K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 2,876 | $448.0K | 0.00% | −40,632−93.4% | Reduced |
| GWM Advisors LLC | 2,907 | $453.6K | 0.00% | +1,416+95.0% | Added |
| Chicago Partners Investment Group LLC | 2,768 | $463.8K | 0.01% | +319+13.0% | Added |
| MAI Capital Management | 2,974 | $464.0K | 0.00% | +2,209+288.8% | Added |
| Bradley Foster & Sargent Inc | 3,000 | $468.1K | 0.01% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 3,034 | $473.4K | 0.02% | −10,530−77.6% | Reduced |
| Larson Financial Group LLC | 3,050 | $475.9K | 0.01% | +2,682+728.8% | Added |
| Fox Run Management, L.L.C. | 3,142 | $490.2K | 0.08% | −4,136−56.8% | Reduced |
| Blair William & Co | 3,162 | $493.3K | 0.00% | +1,099+53.3% | Added |
| Buckingham Strategic Partners | 3,206 | $500.2K | 0.00% | +3,206 | New |
| M&T Bank Corp | 3,277 | $511.3K | 0.00% | −340−9.4% | Reduced |