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 |
|---|---|---|---|---|---|
| MML Investors Services, LLC | 12,816 | $2.00M | 0.00% | +3,878+43.4% | Added |
| Advisory Services Network, LLC | 13,457 | $2.10M | 0.02% | −478−3.4% | Reduced |
| Royal Bank of Canada | 13,567 | $2.12M | 0.00% | −8,904−39.6% | Reduced |
| Quantbot Technologies LP | 13,602 | $2.12M | 0.08% | +13,234+3,596.2% | Added |
| Franklin Resources Inc | 13,634 | $2.13M | 0.00% | +13,634 | New |
| Redwood Investment Management, LLC | 13,997 | $2.18M | 0.22% | +13,997 | New |
| Fluent Financial, LLC | 14,362 | $2.24M | 0.80% | +8,618+150.0% | Added |
| Schonfeld Strategic Advisors LLC | 14,919 | $2.33M | 0.01% | −6,887−31.6% | Reduced |
| Cardinal Capital Management | 15,051 | $2.35M | 0.28% | +1,274+9.2% | Added |
| State of Wisconsin Investment Board | 15,090 | $2.35M | 0.00% | +3,250+27.4% | Added |
| Thrivent Financial for Lutherans | 15,098 | $2.35M | 0.00% | −30,530−66.9% | Reduced |
| Berkeley, Inc | 15,202 | $2.37M | 0.74% | −364−2.3% | Reduced |
| BNP Paribas Arbitrage, SA | 15,258 | $2.38M | 0.00% | −26,921−63.8% | Reduced |
| Manufacturers Life Insurance Company, The | 15,846 | $2.47M | 0.00% | −322−2.0% | Reduced |
| Colony Group, LLC | 15,867 | $2.48M | 0.00% | −119,004−88.2% | Reduced |
| Worldquant Millennium Advisors LLC | 15,895 | $2.48M | 0.01% | −19,857−55.5% | Reduced |
| Vanguard Asset Management, Ltd | 16,054 | $2.50M | 0.00% | −1,943−10.8% | Reduced |
| Axxcess Wealth Management, LLC | 16,454 | $2.57M | 0.04% | +16,454 | New |
| Great West Life Assurance Co | 16,740 | $2.61M | 0.00% | −375−2.2% | Reduced |
| Acadian Asset Management LLC | 17,082 | $2.66M | 0.00% | +14,333+521.4% | Added |
| Citigroup Inc | 17,641 | $2.75M | 0.00% | +5,632+46.9% | Added |
| Susquehanna International Group, LLP | 17,903 | $2.79M | 0.00% | −8,258−31.6% | Reduced |
| Numerai GP LLC | 18,066 | $2.82M | 0.23% | +4,999+38.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 18,661 | $2.84M | 0.00% | +11,053+145.3% | Added |
| Lazard Asset Management LLC | 18,309 | $2.86M | 0.00% | +3,572+24.2% | Added |
| GHP Investment Advisors, Inc. | 18,361 | $2.86M | 0.11% | +15,875+638.6% | Added |
| MidFirst Bank | 18,560 | $2.90M | 0.21% | −242−1.3% | Reduced |
| Wells Fargo & Company | 19,503 | $3.04M | 0.00% | −888−4.4% | Reduced |
| Marshall Wace, LLP | 21,114 | $3.29M | 0.00% | +10,531+99.5% | Added |
| State Board of Administration of Florida Retirement System | 22,310 | $3.48M | 0.01% | −370−1.6% | Reduced |
| Retirement Systems of Alabama | 22,812 | $3.56M | 0.01% | −5,334−19.0% | Reduced |
| Cerity Partners LLC | 22,838 | $3.56M | 0.00% | +8,150+55.5% | Added |
| Vident Advisory, LLC | 22,877 | $3.57M | 0.03% | +1,187+5.5% | Added |
| California State Teachers Retirement System | 22,952 | $3.58M | 0.00% | −6,471−22.0% | Reduced |
| Price T Rowe Associates Inc | 23,623 | $3.69M | 0.00% | +394+1.7% | Added |
| State of Alaska, Department of Revenue | 23,699 | $3.70M | 0.04% | +6,826+40.5% | Added |
| Mercer Global Advisors Inc | 24,099 | $3.76M | 0.00% | +16,653+223.7% | Added |
| Caxton Associates LLP | 24,236 | $3.78M | 0.07% | −741−3.0% | Reduced |
| Nicholas Company, Inc. | 26,185 | $4.09M | 0.07% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 26,415 | $4.12M | 0.08% | +16,832+175.6% | Added |
| Barclays PLC | 26,602 | $4.15M | 0.00% | −1,348−4.8% | Reduced |
| Legal & General Group Plc | 27,422 | $4.28M | 0.00% | −5,274−16.1% | Reduced |
| Citadel Advisors LLC | 27,906 | $4.35M | 0.00% | +4,256+18.0% | Added |
| California Public Employees Retirement System | 31,222 | $4.87M | 0.00% | −2,159−6.5% | Reduced |
| Quadrature Capital Ltd | 31,566 | $4.92M | 0.04% | +29,642+1,540.6% | Added |
| XTX Topco Ltd | 32,638 | $5.09M | 0.07% | +11,286+52.9% | Added |
| Point72 Asset Management, L.P. | 32,754 | $5.11M | 0.01% | −138,155−80.8% | Reduced |
| Benjamin Edwards Inc | 33,499 | $5.23M | 0.05% | −1,207−3.5% | Reduced |
| American Century Companies Inc | 33,811 | $5.28M | 0.00% | −2,831−7.7% | Reduced |
| Creative Planning | 34,701 | $5.41M | 0.00% | +300+0.9% | Added |
| Algert Global LLC | 35,197 | $5.49M | 0.07% | −13,760−28.1% | Reduced |
| Engineers Gate Manager LP | 39,989 | $6.24M | 0.08% | +25,817+182.2% | Added |
| Swiss National Bank | 40,600 | $6.33M | 0.00% | −8,200−16.8% | Reduced |
| First Trust Advisors LP | 44,475 | $6.94M | 0.00% | +18,744+72.8% | Added |
| Alliancebernstein L.P. | 41,088 | $6.95M | 0.00% | +10,122+32.7% | Added |
| Squarepoint Ops LLC | 47,742 | $7.45M | 0.01% | +47,742 | New |
| SG Americas Securities, LLC | 48,845 | $7.62M | 0.00% | +1,908+4.1% | Added |
| Mariner, LLC | 49,671 | $7.75M | 0.01% | +33,147+200.6% | Added |
| Nuveen, LLC | 49,783 | $7.77M | 0.00% | −10,993−18.1% | Reduced |
| Canada Pension Plan Investment Board | 50,700 | $7.91M | 0.00% | −1,400−2.7% | Reduced |
| Ieq Capital, LLC | 53,907 | $8.41M | 0.04% | +24,772+85.0% | Added |
| Nomura Asset Management International Inc. | 54,859 | $8.56M | 0.01% | −36,431−39.9% | Reduced |
| Rhumbline Advisers | 55,898 | $8.72M | 0.01% | −6,795−10.8% | Reduced |
| Barlow Wealth Partners, Inc. | 57,602 | $9.51M | 1.03% | −118−0.2% | Reduced |
| Chicago Capital, LLC | 60,972 | $9.51M | 0.23% | −13,190−17.8% | Reduced |
| Prudential Financial Inc | 61,498 | $9.59M | 0.01% | −4,000−6.1% | Reduced |
| UBS Asset Management Americas Inc | 61,984 | $9.67M | 0.00% | −7,242−10.5% | Reduced |
| Loomis Sayles & Co L P | 64,876 | $10.1M | 0.01% | +15,895+32.5% | Added |
| Stifel Financial Corp | 67,188 | $10.5M | 0.01% | +4,087+6.5% | Added |
| Capital Fund Management S.A. | 69,077 | $10.8M | 0.08% | +1,872+2.8% | Added |
| Allianz Asset Management GmbH | 74,023 | $11.5M | 0.01% | +46,919+173.1% | Added |
| Candriam Luxembourg S.C.A. | 74,445 | $11.6M | 0.05% | +74,445 | New |
| Tudor Investment Corp Et Al | 76,095 | $11.9M | 0.05% | +36,095+90.2% | Added |
| Principal Financial Group Inc | 76,156 | $11.9M | 0.01% | −917−1.2% | Reduced |
| Jupiter Topco LLC | 91,390 | $14.3M | 0.01% | +91,390 | New |
| DF Dent & Co Inc | 106,374 | $16.6M | 0.31% | +4,003+3.9% | Added |
| Crawford Fund Management, LLC | 109,500 | $17.1M | 5.24% | +20,300+22.8% | Added |
| SEI Investments Co | 112,779 | $17.6M | 0.02% | −76,523−40.4% | Reduced |
| American Capital Management Inc | 114,947 | $17.9M | 0.80% | +6,607+6.1% | Added |
| Envestnet Asset Management Inc | 118,347 | $18.5M | 0.00% | +11,560+10.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 124,542 | $19.4M | 0.06% | −38,937−23.8% | Reduced |
| Ameriprise Financial Inc | 136,872 | $21.4M | 0.00% | −19,839−12.7% | Reduced |
| Vanguard Fiduciary Trust Co | 136,878 | $21.4M | 0.00% | −5,967−4.2% | Reduced |
| Gotham Asset Management, LLC | 142,299 | $22.2M | 0.05% | −27,331−16.1% | Reduced |
| Royce & Associates LP | 144,996 | $22.6M | 0.18% | −29,279−16.8% | Reduced |
| Nordea Investment Management AB | 147,892 | $22.9M | 0.02% | +74,723+102.1% | Added |
| Norges Bank | 155,686 | $24.3M | 0.00% | +155,686 | New |
| Brookfield Asset Management Inc. | 156,792 | $24.5M | 0.03% | +156,792 | New |
| Voloridge Investment Management, LLC | 162,073 | $25.3M | 0.11% | −15,799−8.9% | Reduced |
| Millennium Management LLC | 162,620 | $25.4M | 0.02% | −160,386−49.7% | Reduced |
| Confluence Investment Management LLC | 166,257 | $25.9M | 0.41% | −11,311−6.4% | Reduced |
| Northern Trust Corp | 169,919 | $26.5M | 0.00% | −6,023−3.4% | Reduced |
| Goldman Sachs Group Inc | 179,184 | $28.0M | 0.00% | −31,218−14.8% | Reduced |
| FMR LLC | 180,968 | $28.2M | 0.00% | +74,263+69.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 191,181 | $29.8M | 0.03% | +5,133+2.8% | Added |
| Bank of America Corp | 192,610 | $30.1M | 0.00% | +9,035+4.9% | Added |
| Quantinno Capital Management LP | 203,220 | $31.7M | 0.04% | +16,274+8.7% | Added |
| Charles Schwab Investment Management Inc | 206,136 | $32.2M | 0.00% | −7,687−3.6% | Reduced |
| UBS Group AG | 209,075 | $32.6M | 0.01% | +139,133+198.9% | Added |
| Copeland Capital Management, LLC | 229,546 | $35.8M | 0.74% | +94,331+69.8% | Added |