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 |
|---|---|---|---|---|---|
| Victory Capital Management Inc | 3,285 | $512.5K | 0.00% | −147−4.3% | Reduced |
| Sanctuary Advisors, LLC | 3,295 | $514.0K | 0.00% | +221+7.2% | Added |
| Bank of Montreal | 3,305 | $515.6K | 0.00% | −1,854−35.9% | Reduced |
| Johnson Investment Counsel Inc | 3,305 | $515.6K | 0.00% | −140−4.1% | Reduced |
| Pictet Asset Management Holding SA | 3,326 | $518.9K | 0.00% | −793−19.3% | Reduced |
| Sivia Capital Partners, LLC | 3,339 | $521.0K | 0.06% | +3,339 | New |
| Keeler Thomas Management LLC | 3,348 | $522.4K | 0.19% | +420+14.3% | Added |
| CSS LLC | 3,520 | $549.2K | 0.02% | −1,990−36.1% | Reduced |
| Kera Capital Partners, Inc. | 3,551 | $554.0K | 0.05% | +950+36.5% | Added |
| Vinva Investment Management Ltd | 2,451 | $555.2K | 0.00% | +2,451 | New |
| Jefferies Financial Group Inc. | 3,676 | $573.5K | 0.01% | +520+16.5% | Added |
| RV Capital GmbH | 3,700 | $577.3K | 0.15% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 3,755 | $585.7K | 0.00% | +784+26.4% | Added |
| JustInvest LLC | 3,915 | $610.8K | 0.01% | −3,110−44.3% | Reduced |
| Ameritas Investment Partners, Inc. | 4,059 | $633.3K | 0.02% | −170−4.0% | Reduced |
| Integrated Wealth Concepts LLC | 4,076 | $635.9K | 0.00% | +1,533+60.3% | Added |
| Park Avenue Securities LLC | 4,198 | $655.0K | 0.00% | +315+8.1% | Added |
| CAPROCK Group, Inc. | 4,201 | $655.4K | 0.01% | +4,201 | New |
| Martin Capital Advisors, LLP | 4,202 | $655.6K | 0.34% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 4,249 | $662.9K | 0.00% | +4,249 | New |
| Harbor Capital Advisors, Inc. | 4,278 | $667.0K | 0.05% | −21−0.5% | Reduced |
| OP Asset Management Ltd | 4,386 | $684.3K | 0.01% | −7,761−63.9% | Reduced |
| AlphaGrep UK Ltd | 4,414 | $688.7K | 0.21% | +1,871+73.6% | Added |
| Advisors Preferred, LLC | 4,259 | $706.7K | 0.11% | +4,259 | New |
| Oregon Public Employees Retirement Fund | 4,586 | $715.5K | 0.01% | −100−2.1% | Reduced |
| Merit Financial Group, LLC | 4,590 | $716.1K | 0.00% | +1,852+67.6% | Added |
| KLP Kapitalforvaltning AS | 4,600 | $717.7K | 0.00% | −1,000−17.9% | Reduced |
| Rothschild Investment LLC | 4,633 | $722.8K | 0.03% | +4,356+1,572.6% | Added |
| Neuberger Berman Group LLC | 4,803 | $749.4K | 0.00% | +1,253+35.3% | Added |
| Bradyco, Inc. | 4,864 | $758.9K | 0.87% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 4,961 | $774.0K | 0.01% | −182−3.5% | Reduced |
| Quinn Opportunity Partners LLC | 5,000 | $780.1K | 0.04% | +5,000 | New |
| New Mexico Educational Retirement Board | 5,200 | $811.0K | 0.02% | 00.0% | Unchanged |
| State of Michigan Retirement System | 5,200 | $811.3K | 0.00% | −300−5.5% | Reduced |
| Vanguard Investments Australia, Ltd. | 5,212 | $813.2K | 0.00% | −1,176−18.4% | Reduced |
| Sepio Capital, LP | 5,235 | $816.8K | 0.04% | −11−0.2% | Reduced |
| Brighton Jones LLC | 5,249 | $819.0K | 0.02% | +3,456+192.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,280 | $823.8K | 0.00% | −472−8.2% | Reduced |
| Callan Family Office, LLC | 5,421 | $845.8K | 0.02% | +1,152+27.0% | Added |
| Arizona State Retirement System | 5,580 | $870.6K | 0.00% | −1,199−17.7% | Reduced |
| D. E. Shaw & Co., Inc. | 5,594 | $872.8K | 0.00% | −14,754−72.5% | Reduced |
| Toroso Investments, LLC | 5,653 | $882.0K | 0.00% | +475+9.2% | Added |
| Public Employees Retirement System of Ohio | 5,785 | $902.6K | 0.00% | −626−9.8% | Reduced |
| Fifth Third Bancorp | 5,905 | $921.3K | 0.00% | −1,028−14.8% | Reduced |
| Wedbush Securities Inc | 6,031 | $941.0K | 0.02% | +156+2.7% | Added |
| Cetera Investment Advisers | 6,082 | $948.9K | 0.00% | +1,037+20.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 6,085 | $949.4K | 0.00% | +6,085 | New |
| Yousif Capital Management, LLC | 6,087 | $949.7K | 0.01% | −650−9.6% | Reduced |
| Handelsbanken Fonder AB | 6,372 | $994.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 6,407 | $999.6K | 0.00% | −278−4.2% | Reduced |
| Truist Financial Corp | 6,481 | $1.01M | 0.00% | −653−9.2% | Reduced |
| Louisiana State Employees Retirement System | 6,500 | $1.01M | 0.02% | −200−3.0% | Reduced |
| Jump Financial, LLC | 6,520 | $1.02M | 0.01% | −4,387−40.2% | Reduced |
| denkapparat Operations GmbH | 6,596 | $1.03M | 0.34% | +2,022+44.2% | Added |
| State of New Jersey Common Pension Fund D | 6,624 | $1.03M | 0.00% | −7,271−52.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 6,393 | $1.04M | 0.00% | −21,035−76.7% | Reduced |
| Hunter Perkins Capital Management, LLC | 6,705 | $1.05M | 0.23% | +608+10.0% | Added |
| Mosaic Family Wealth Partners, LLC | 6,878 | $1.07M | 0.07% | +6,878 | New |
| New York State Teachers Retirement System | 6,970 | $1.09M | 0.00% | +2,232+47.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,031 | $1.10M | 0.00% | −1,910−21.4% | Reduced |
| Empire Life Investments Inc. | 7,122 | $1.11M | 0.06% | +25+0.4% | Added |
| Ceera Investments, LLC | 7,136 | $1.11M | 0.47% | −300−4.0% | Reduced |
| Pathstone Holdings, LLC | 7,275 | $1.13M | 0.00% | −1,791−19.8% | Reduced |
| Bright Rock Capital Management, LLC | 7,500 | $1.17M | 0.23% | 00.0% | Unchanged |
| Zurich Insurance Group Ltd | 7,500 | $1.17M | 0.01% | +7,500 | New |
| Redmond Asset Management, LLC | 7,681 | $1.20M | 0.30% | −24−0.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 7,770 | $1.21M | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 7,810 | $1.22M | 0.03% | +1,000+14.7% | Added |
| Level Four Advisory Services, LLC | 7,818 | $1.22M | 0.03% | −257−3.2% | Reduced |
| Russell Investments Group, Ltd. | 7,900 | $1.23M | 0.00% | −1,908−19.5% | Reduced |
| HighTower Advisors, LLC | 7,933 | $1.24M | 0.00% | −1,145−12.6% | Reduced |
| Mutual of America Capital Management LLC | 8,163 | $1.27M | 0.01% | −636−7.2% | Reduced |
| Vanguard Global Advisers, LLC | 8,245 | $1.29M | 0.00% | −939−10.2% | Reduced |
| Treasurer of the State of North Carolina | 8,294 | $1.29M | 0.00% | −850−9.3% | Reduced |
| Dearborn Partners LLC | 8,465 | $1.32M | 0.07% | −215−2.5% | Reduced |
| Caisse de Depot Et Placement du Quebec | 8,600 | $1.34M | 0.00% | +7,000+437.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 8,660 | $1.35M | 0.01% | −242−2.7% | Reduced |
| Linden Thomas Advisory Services, LLC | 8,686 | $1.36M | 0.11% | +3,593+70.5% | Added |
| Advisor Group Holdings, Inc. | 8,718 | $1.36M | 0.00% | −13,895−61.4% | Reduced |
| SRS Capital Advisors, Inc. | 8,810 | $1.37M | 0.01% | +8,346+1,798.7% | Added |
| Savant Capital, LLC | 7,400 | $1.44M | 0.00% | +7,400 | New |
| Motley Fool Asset Management LLC | 9,373 | $1.46M | 0.06% | −378−3.9% | Reduced |
| Virginia Retirement Systems Et Al | 9,400 | $1.47M | 0.01% | +3,000+46.9% | Added |
| Jones Financial Companies LLLP | 9,548 | $1.48M | 0.00% | −3,753−28.2% | Reduced |
| Aurora Investment Counsel | 9,515 | $1.48M | 0.76% | −10−0.1% | Reduced |
| Brevan Howard Capital Management LP | 9,535 | $1.49M | 0.02% | +5,204+120.2% | Added |
| State of Tennessee, Treasury Department | 9,854 | $1.54M | 0.00% | −177−1.8% | Reduced |
| Amalgamated Bank | 9,900 | $1.54M | 0.01% | −815−7.6% | Reduced |
| Summit Trail Advisors, LLC | 9,943 | $1.55M | 0.02% | +309+3.2% | Added |
| Raymond James Financial Inc | 10,301 | $1.61M | 0.00% | −47,062−82.0% | Reduced |
| MetLife Investment Management | 10,625 | $1.66M | 0.01% | −1,297−10.9% | Reduced |
| Voya Investment Management LLC | 10,735 | $1.67M | 0.00% | +192+1.8% | Added |
| CI Private Wealth, LLC | 10,796 | $1.68M | 0.00% | −8,334−43.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 10,827 | $1.69M | 0.00% | +6,393+144.2% | Added |
| Meeder Asset Management Inc | 11,232 | $1.75M | 0.09% | −44,382−79.8% | Reduced |
| Captrust Financial Advisors | 11,372 | $1.77M | 0.00% | +3,204+39.2% | Added |
| Henshaw Capital LLC | 11,672 | $1.82M | 0.06% | +34+0.3% | Added |
| Azzad Asset Management Inc | 11,779 | $1.84M | 0.16% | +10,338+717.4% | Added |
| New York State Common Retirement Fund | 11,955 | $1.87M | 0.00% | +1,600+15.5% | Added |
| LPL Financial LLC | 12,407 | $1.94M | 0.00% | −3,240−20.7% | Reduced |