Morningstar, Inc.

MORN

Exchange: Nasdaq
Industry: Investment Advice
SEC CIK: 0001289419

SEC filings (opens in a new tab)

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, Q3 2026

Institutional positions in Morningstar, Inc. as of Sep 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders: 6; +1 vs. Q2 2026
Shares held: 157.8K; −17.1K (−9.8%) vs. Q2 2026
Total value: $30.0M; +$2.70M (+9.9%) vs. Q2 2026
New holders: 1; 0 more added
Sold out: 0; 4 more reduced

415 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holders

Value held

Institutions holding MORN and their total value by quarter
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, Q3 2026

Shares, value and share of portfolio for each institution holding Morningstar, Inc.; share changes are against Q2 2026.

Institutions holding MORN in Q3 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Confluence Investment Management LLC	149,383	$28.4M	0.48%	−16,874−10.1%	Reduced
Bright Rock Capital Management, LLC	7,500	$1.43M	0.27%	00.0%	Unchanged
Versant Capital Management, Inc	726	$138.0K	0.01%	−244−25.2%	Reduced
Massmutual Trust Co FSB	119	$22.6K	0.00%	−22−15.6%	Reduced
Eastern Bank	67	$12.7K	0.00%	+67	New
Planning Strategies Inc.	8	$1.52K	0.00%	−4−33.3%	Reduced
Bamco Inc	–	–	–	–	Not filed
BlackRock, Inc.	–	–	–	–	Not filed
Wellington Management Group LLP	–	–	–	–	Not filed
Morgan Stanley	–	–	–	–	Not filed
AQR Capital Management LLC	–	–	–	–	Not filed
Vanguard Portfolio Management LLC	–	–	–	–	Not filed
Vanguard Capital Management LLC	–	–	–	–	Not filed
State Street Corp	–	–	–	–	Not filed
Geode Capital Management, LLC	–	–	–	–	Not filed
Dimensional Fund Advisors LP	–	–	–	–	Not filed
Los Angeles Capital Management LLC	–	–	–	–	Not filed
Two Sigma Investments, LP	–	–	–	–	Not filed
Jane Street Group, LLC	–	–	–	–	Not filed
Arrowstreet Capital, Limited Partnership	–	–	–	–	Not filed
Kensico Capital Management Corp	–	–	–	–	Not filed
Invesco Ltd.	–	–	–	–	Not filed
Massachusetts Financial Services Co	–	–	–	–	Not filed
Renaissance Technologies LLC	–	–	–	–	Not filed
JPMorgan Chase & Co	–	–	–	–	Not filed
Bank of New York Mellon Corp	–	–	–	–	Not filed
Copeland Capital Management, LLC	–	–	–	–	Not filed
UBS Group AG	–	–	–	–	Not filed
Charles Schwab Investment Management Inc	–	–	–	–	Not filed
Quantinno Capital Management LP	–	–	–	–	Not filed
Bank of America Corp	–	–	–	–	Not filed
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	–	–	–	–	Not filed
FMR LLC	–	–	–	–	Not filed
Goldman Sachs Group Inc	–	–	–	–	Not filed
Northern Trust Corp	–	–	–	–	Not filed
Millennium Management LLC	–	–	–	–	Not filed
Voloridge Investment Management, LLC	–	–	–	–	Not filed
Brookfield Asset Management Inc.	–	–	–	–	Not filed
Norges Bank	–	–	–	–	Not filed
Nordea Investment Management AB	–	–	–	–	Not filed
Royce & Associates LP	–	–	–	–	Not filed
Gotham Asset Management, LLC	–	–	–	–	Not filed
Vanguard Fiduciary Trust Co	–	–	–	–	Not filed
Ameriprise Financial Inc	–	–	–	–	Not filed
Kayne Anderson Rudnick Investment Management LLC	–	–	–	–	Not filed
Envestnet Asset Management Inc	–	–	–	–	Not filed
American Capital Management Inc	–	–	–	–	Not filed
SEI Investments Co	–	–	–	–	Not filed
Crawford Fund Management, LLC	–	–	–	–	Not filed
DF Dent & Co Inc	–	–	–	–	Not filed
Jupiter Topco LLC	–	–	–	–	Not filed
Principal Financial Group Inc	–	–	–	–	Not filed
Tudor Investment Corp Et Al	–	–	–	–	Not filed
Candriam Luxembourg S.C.A.	–	–	–	–	Not filed
Allianz Asset Management GmbH	–	–	–	–	Not filed
Capital Fund Management S.A.	–	–	–	–	Not filed
Stifel Financial Corp	–	–	–	–	Not filed
Loomis Sayles & Co L P	–	–	–	–	Not filed
UBS Asset Management Americas Inc	–	–	–	–	Not filed
Prudential Financial Inc	–	–	–	–	Not filed
Chicago Capital, LLC	–	–	–	–	Not filed
Barlow Wealth Partners, Inc.	–	–	–	–	Not filed
Rhumbline Advisers	–	–	–	–	Not filed
Nomura Asset Management International Inc.	–	–	–	–	Not filed
Ieq Capital, LLC	–	–	–	–	Not filed
Canada Pension Plan Investment Board	–	–	–	–	Not filed
Nuveen, LLC	–	–	–	–	Not filed
Mariner, LLC	–	–	–	–	Not filed
SG Americas Securities, LLC	–	–	–	–	Not filed
Squarepoint Ops LLC	–	–	–	–	Not filed
Alliancebernstein L.P.	–	–	–	–	Not filed
First Trust Advisors LP	–	–	–	–	Not filed
Swiss National Bank	–	–	–	–	Not filed
Engineers Gate Manager LP	–	–	–	–	Not filed
Algert Global LLC	–	–	–	–	Not filed
Creative Planning	–	–	–	–	Not filed
American Century Companies Inc	–	–	–	–	Not filed
Benjamin Edwards Inc	–	–	–	–	Not filed
Point72 Asset Management, L.P.	–	–	–	–	Not filed
XTX Topco Ltd	–	–	–	–	Not filed
Quadrature Capital Ltd	–	–	–	–	Not filed
California Public Employees Retirement System	–	–	–	–	Not filed
Citadel Advisors LLC	–	–	–	–	Not filed
Legal & General Group Plc	–	–	–	–	Not filed
Barclays PLC	–	–	–	–	Not filed
Y-Intercept (Hong Kong) Ltd	–	–	–	–	Not filed
Nicholas Company, Inc.	–	–	–	–	Not filed
Caxton Associates LLP	–	–	–	–	Not filed
Mercer Global Advisors Inc	–	–	–	–	Not filed
State of Alaska, Department of Revenue	–	–	–	–	Not filed
Price T Rowe Associates Inc	–	–	–	–	Not filed
California State Teachers Retirement System	–	–	–	–	Not filed
Vident Advisory, LLC	–	–	–	–	Not filed
Cerity Partners LLC	–	–	–	–	Not filed
Retirement Systems of Alabama	–	–	–	–	Not filed
State Board of Administration of Florida Retirement System	–	–	–	–	Not filed
Marshall Wace, LLP	–	–	–	–	Not filed
Wells Fargo & Company	–	–	–	–	Not filed
MidFirst Bank	–	–	–	–	Not filed
GHP Investment Advisors, Inc.	–	–	–	–	Not filed