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
1620 Investment Advisors, Inc.	–	–	–	–	Not filed
Parallel Advisors, LLC	–	–	–	–	Not filed
EverSource Wealth Advisors, LLC	–	–	–	–	Not filed
Ensign Peak Advisors, Inc	–	–	–	–	Not filed
Bessemer Group Inc	–	–	–	–	Not filed
Twin Tree Management, LP	–	–	–	–	Not filed
Westpac Banking Corp	–	–	–	–	Not filed
Globeflex Capital L P	–	–	–	–	Not filed
Simplex Trading, LLC	–	–	–	–	Not filed
Exchange Traded Concepts, LLC	–	–	–	–	Not filed
Horizon Investments, LLC	–	–	–	–	Not filed
The PNC Financial Services Group, Inc.	–	–	–	–	Not filed
KBC Group NV	–	–	–	–	Not filed
Basecamp Wealth Advisors LLC	–	–	–	–	Not filed
Signaturefd, LLC	–	–	–	–	Not filed
Sterling Capital Management LLC	–	–	–	–	Not filed
Bayforest Capital Ltd	–	–	–	–	Not filed
Farther Finance Advisors, LLC	–	–	–	–	Not filed
TD Waterhouse Canada Inc.	–	–	–	–	Not filed
Eurizon Capital SGR S.p.A.	–	–	–	–	Not filed
GAMMA Investing LLC	–	–	–	–	Not filed
STRS Ohio	–	–	–	–	Not filed
Rockefeller Capital Management L.P.	–	–	–	–	Not filed
Aster Capital Management (DIFC) Ltd	–	–	–	–	Not filed
Umb Bank N A	–	–	–	–	Not filed
Bokf, NA	–	–	–	–	Not filed
IFP Advisors, Inc	–	–	–	–	Not filed
Global Retirement Partners, LLC	–	–	–	–	Not filed
True Wealth Design, LLC	–	–	–	–	Not filed
Nisa Investment Advisors, LLC	–	–	–	–	Not filed
Mirae Asset Global ETFs Holdings Ltd.	–	–	–	–	Not filed
Atlantic Union Bankshares Corp	–	–	–	–	Not filed
Employees Retirement System of Texas	–	–	–	–	Not filed
Steward Partners Investment Advisory, LLC	–	–	–	–	Not filed
American National Bank	–	–	–	–	Not filed
WPG Advisers, LLC	–	–	–	–	Not filed
Grove Bank & Trust	–	–	–	–	Not filed
SJS Investment Consulting Inc.	–	–	–	–	Not filed
Cassaday & Co Wealth Management LLC	–	–	–	–	Not filed
Covestor Ltd	–	–	–	–	Not filed
Transamerica Financial Advisors, Inc.	–	–	–	–	Not filed
ZRC Wealth Management, LLC	–	–	–	–	Not filed
Centerpoint Advisors, LLC	–	–	–	–	Not filed
Parkside Financial Bank & Trust	–	–	–	–	Not filed
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.	–	–	–	–	Not filed
Allied Private Wealth LLC	–	–	–	–	Not filed
Huntington National Bank	–	–	–	–	Not filed
Ronald Blue Trust, Inc.	–	–	–	–	Not filed
Salomon & Ludwin, LLC	–	–	–	–	Not filed
Assetmark, Inc	–	–	–	–	Not filed
Wealth Enhancement Trust Services, Inc.	–	–	–	–	Not filed
Hughes Financial Services, LLC	–	–	–	–	Not filed
Private Trust Co NA	–	–	–	–	Not filed
Bradley & Co. Private Wealth Management, LLC	–	–	–	–	Not filed
Cedar Mountain Advisors, LLC	–	–	–	–	Not filed
Central Trust Co	–	–	–	–	Not filed
Institute for Wealth Management, LLC.	–	–	–	–	Not filed
Pinnacle Wealth Planning Services, Inc.	–	–	–	–	Not filed
Fortitude Family Office, LLC	–	–	–	–	Not filed
North Star Investment Management Corp.	–	–	–	–	Not filed
Quarry LP	–	–	–	–	Not filed
Quent Capital, LLC	–	–	–	–	Not filed
Clearstead Advisors, LLC	–	–	–	–	Not filed
Bell Investment Advisors, Inc	–	–	–	–	Not filed
Smartleaf Asset Management LLC	–	–	–	–	Not filed
Activest Wealth Management	–	–	–	–	Not filed
Cornerstone Planning Group LLC	–	–	–	–	Not filed
Buck Wealth Strategies, LLC	–	–	–	–	Not filed
Capital Advisors, Ltd. LLC	–	–	–	–	Not filed
Compass Financial Management LLC	–	–	–	–	Not filed
Caitong International Asset Management Co., Ltd	–	–	–	–	Not filed
MJT & Associates Financial Advisory Group, Inc.	–	–	–	–	Not filed
Creative Financial Designs Inc	–	–	–	–	Not filed
TD Private Client Wealth LLC	–	–	–	–	Not filed
Frazier Financial Advisors, LLC	–	–	–	–	Not filed
Northwestern Mutual Wealth Management Co	–	–	–	–	Not filed
CVA Family Office, LLC	–	–	–	–	Not filed
High Note Wealth, LLC	–	–	–	–	Not filed
Kerr Financial Planning Corp	–	–	–	–	Not filed
Farmers & Merchants Investments Inc	–	–	–	–	Not filed
Manchester Capital Management LLC	–	–	–	–	Not filed
Zions Bancorporation, National Association	–	–	–	–	Not filed
Fulcrum Asset Management LLP	–	–	–	–	Not filed
CBIZ Investment Advisory Services, LLC	–	–	–	–	Not filed
Atlantic Private Wealth, LLC	–	–	–	–	Not filed
Group One Trading, L.P.	–	–	–	–	Not filed
Wolff Wiese Magana LLC	–	–	–	–	Not filed
CoreCap Advisors, LLC	–	–	–	–	Not filed
Keating Financial Advisory Services, Inc.	–	–	–	–	Not filed
Horizon Financial Services, LLC	–	–	–	–	Not filed
Dogwood Wealth Management LLC	–	–	–	–	Not filed
Kilter Group LLC	–	–	–	–	Not filed
SHP Wealth Management	–	–	–	–	Not filed
Whittier Trust Co of Nevada Inc	–	–	–	–	Not filed
JFS Wealth Advisors, LLC	–	–	–	–	Not filed
Burk Holdings LLC	–	–	–	–	Not filed
Cornerstone Financial Management LLC	–	–	–	–	Not filed
Quaker Wealth Management, LLC	–	–	–	–	Not filed
Private Wealth Management Group, LLC	–	–	–	–	Not filed
HFM Investment Advisors, LLC	–	–	–	–	Not filed