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 |
|---|---|---|---|---|---|
| Acadian Asset Management LLC | 17,082 | $2.66M | 0.00% | +14,333+521.4% | Added |
| Great West Life Assurance Co | 16,740 | $2.61M | 0.00% | −375−2.2% | Reduced |
| Axxcess Wealth Management, LLC | 16,454 | $2.57M | 0.04% | +16,454 | New |
| Vanguard Asset Management, Ltd | 16,054 | $2.50M | 0.00% | −1,943−10.8% | Reduced |
| Worldquant Millennium Advisors LLC | 15,895 | $2.48M | 0.01% | −19,857−55.5% | Reduced |
| Colony Group, LLC | 15,867 | $2.48M | 0.00% | −119,004−88.2% | Reduced |
| Manufacturers Life Insurance Company, The | 15,846 | $2.47M | 0.00% | −322−2.0% | Reduced |
| BNP Paribas Arbitrage, SA | 15,258 | $2.38M | 0.00% | −26,921−63.8% | Reduced |
| Berkeley, Inc | 15,202 | $2.37M | 0.74% | −364−2.3% | Reduced |
| Thrivent Financial for Lutherans | 15,098 | $2.35M | 0.00% | −30,530−66.9% | Reduced |
| State of Wisconsin Investment Board | 15,090 | $2.35M | 0.00% | +3,250+27.4% | Added |
| Cardinal Capital Management | 15,051 | $2.35M | 0.28% | +1,274+9.2% | Added |
| Schonfeld Strategic Advisors LLC | 14,919 | $2.33M | 0.01% | −6,887−31.6% | Reduced |
| Fluent Financial, LLC | 14,362 | $2.24M | 0.80% | +8,618+150.0% | Added |
| Redwood Investment Management, LLC | 13,997 | $2.18M | 0.22% | +13,997 | New |
| Franklin Resources Inc | 13,634 | $2.13M | 0.00% | +13,634 | New |
| Quantbot Technologies LP | 13,602 | $2.12M | 0.08% | +13,234+3,596.2% | Added |
| Royal Bank of Canada | 13,567 | $2.12M | 0.00% | −8,904−39.6% | Reduced |
| Advisory Services Network, LLC | 13,457 | $2.10M | 0.02% | −478−3.4% | Reduced |
| MML Investors Services, LLC | 12,816 | $2.00M | 0.00% | +3,878+43.4% | Added |
| LPL Financial LLC | 12,407 | $1.94M | 0.00% | −3,240−20.7% | Reduced |
| New York State Common Retirement Fund | 11,955 | $1.87M | 0.00% | +1,600+15.5% | Added |
| Azzad Asset Management Inc | 11,779 | $1.84M | 0.16% | +10,338+717.4% | Added |
| Henshaw Capital LLC | 11,672 | $1.82M | 0.06% | +34+0.3% | Added |
| Captrust Financial Advisors | 11,372 | $1.77M | 0.00% | +3,204+39.2% | Added |
| Meeder Asset Management Inc | 11,232 | $1.75M | 0.09% | −44,382−79.8% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 10,827 | $1.69M | 0.00% | +6,393+144.2% | Added |
| CI Private Wealth, LLC | 10,796 | $1.68M | 0.00% | −8,334−43.6% | Reduced |
| Voya Investment Management LLC | 10,735 | $1.67M | 0.00% | +192+1.8% | Added |
| MetLife Investment Management | 10,625 | $1.66M | 0.01% | −1,297−10.9% | Reduced |
| Raymond James Financial Inc | 10,301 | $1.61M | 0.00% | −47,062−82.0% | Reduced |
| Summit Trail Advisors, LLC | 9,943 | $1.55M | 0.02% | +309+3.2% | Added |
| Amalgamated Bank | 9,900 | $1.54M | 0.01% | −815−7.6% | Reduced |
| State of Tennessee, Treasury Department | 9,854 | $1.54M | 0.00% | −177−1.8% | Reduced |
| Brevan Howard Capital Management LP | 9,535 | $1.49M | 0.02% | +5,204+120.2% | Added |
| Aurora Investment Counsel | 9,515 | $1.48M | 0.76% | −10−0.1% | Reduced |
| Jones Financial Companies LLLP | 9,548 | $1.48M | 0.00% | −3,753−28.2% | Reduced |
| Virginia Retirement Systems Et Al | 9,400 | $1.47M | 0.01% | +3,000+46.9% | Added |
| Motley Fool Asset Management LLC | 9,373 | $1.46M | 0.06% | −378−3.9% | Reduced |
| Savant Capital, LLC | 7,400 | $1.44M | 0.00% | +7,400 | New |
| SRS Capital Advisors, Inc. | 8,810 | $1.37M | 0.01% | +8,346+1,798.7% | Added |
| Advisor Group Holdings, Inc. | 8,718 | $1.36M | 0.00% | −13,895−61.4% | Reduced |
| Linden Thomas Advisory Services, LLC | 8,686 | $1.36M | 0.11% | +3,593+70.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 8,660 | $1.35M | 0.01% | −242−2.7% | Reduced |
| Caisse de Depot Et Placement du Quebec | 8,600 | $1.34M | 0.00% | +7,000+437.5% | Added |
| Dearborn Partners LLC | 8,465 | $1.32M | 0.07% | −215−2.5% | Reduced |
| Treasurer of the State of North Carolina | 8,294 | $1.29M | 0.00% | −850−9.3% | Reduced |
| Vanguard Global Advisers, LLC | 8,245 | $1.29M | 0.00% | −939−10.2% | Reduced |
| Mutual of America Capital Management LLC | 8,163 | $1.27M | 0.01% | −636−7.2% | Reduced |
| HighTower Advisors, LLC | 7,933 | $1.24M | 0.00% | −1,145−12.6% | Reduced |
| Russell Investments Group, Ltd. | 7,900 | $1.23M | 0.00% | −1,908−19.5% | Reduced |
| Level Four Advisory Services, LLC | 7,818 | $1.22M | 0.03% | −257−3.2% | Reduced |
| Hillsdale Investment Management Inc. | 7,810 | $1.22M | 0.03% | +1,000+14.7% | Added |
| Teachers Retirement System of the State of Kentucky | 7,770 | $1.21M | 0.01% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 7,681 | $1.20M | 0.30% | −24−0.3% | 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 |
| Pathstone Holdings, LLC | 7,275 | $1.13M | 0.00% | −1,791−19.8% | Reduced |
| Ceera Investments, LLC | 7,136 | $1.11M | 0.47% | −300−4.0% | Reduced |
| Empire Life Investments Inc. | 7,122 | $1.11M | 0.06% | +25+0.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,031 | $1.10M | 0.00% | −1,910−21.4% | Reduced |
| New York State Teachers Retirement System | 6,970 | $1.09M | 0.00% | +2,232+47.1% | Added |
| Mosaic Family Wealth Partners, LLC | 6,878 | $1.07M | 0.07% | +6,878 | New |
| Hunter Perkins Capital Management, LLC | 6,705 | $1.05M | 0.23% | +608+10.0% | Added |
| Allspring Global Investments Holdings, LLC | 6,393 | $1.04M | 0.00% | −21,035−76.7% | Reduced |
| State of New Jersey Common Pension Fund D | 6,624 | $1.03M | 0.00% | −7,271−52.3% | Reduced |
| denkapparat Operations GmbH | 6,596 | $1.03M | 0.34% | +2,022+44.2% | Added |
| Jump Financial, LLC | 6,520 | $1.02M | 0.01% | −4,387−40.2% | Reduced |
| Louisiana State Employees Retirement System | 6,500 | $1.01M | 0.02% | −200−3.0% | Reduced |
| Truist Financial Corp | 6,481 | $1.01M | 0.00% | −653−9.2% | Reduced |
| US Bancorp | 6,407 | $999.6K | 0.00% | −278−4.2% | Reduced |
| Handelsbanken Fonder AB | 6,372 | $994.0K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 6,087 | $949.7K | 0.01% | −650−9.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 6,085 | $949.4K | 0.00% | +6,085 | New |
| Cetera Investment Advisers | 6,082 | $948.9K | 0.00% | +1,037+20.6% | Added |
| Wedbush Securities Inc | 6,031 | $941.0K | 0.02% | +156+2.7% | Added |
| Fifth Third Bancorp | 5,905 | $921.3K | 0.00% | −1,028−14.8% | Reduced |
| Public Employees Retirement System of Ohio | 5,785 | $902.6K | 0.00% | −626−9.8% | Reduced |
| Toroso Investments, LLC | 5,653 | $882.0K | 0.00% | +475+9.2% | Added |
| D. E. Shaw & Co., Inc. | 5,594 | $872.8K | 0.00% | −14,754−72.5% | Reduced |
| Arizona State Retirement System | 5,580 | $870.6K | 0.00% | −1,199−17.7% | Reduced |
| Callan Family Office, LLC | 5,421 | $845.8K | 0.02% | +1,152+27.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,280 | $823.8K | 0.00% | −472−8.2% | Reduced |
| Brighton Jones LLC | 5,249 | $819.0K | 0.02% | +3,456+192.7% | Added |
| Sepio Capital, LP | 5,235 | $816.8K | 0.04% | −11−0.2% | Reduced |
| Vanguard Investments Australia, Ltd. | 5,212 | $813.2K | 0.00% | −1,176−18.4% | Reduced |
| State of Michigan Retirement System | 5,200 | $811.3K | 0.00% | −300−5.5% | Reduced |
| New Mexico Educational Retirement Board | 5,200 | $811.0K | 0.02% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 5,000 | $780.1K | 0.04% | +5,000 | New |
| Northwestern Mutual Investment Management Company, LLC | 4,961 | $774.0K | 0.01% | −182−3.5% | Reduced |
| Bradyco, Inc. | 4,864 | $758.9K | 0.87% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 4,803 | $749.4K | 0.00% | +1,253+35.3% | Added |
| Rothschild Investment LLC | 4,633 | $722.8K | 0.03% | +4,356+1,572.6% | Added |
| KLP Kapitalforvaltning AS | 4,600 | $717.7K | 0.00% | −1,000−17.9% | Reduced |
| Merit Financial Group, LLC | 4,590 | $716.1K | 0.00% | +1,852+67.6% | Added |
| Oregon Public Employees Retirement Fund | 4,586 | $715.5K | 0.01% | −100−2.1% | Reduced |
| Advisors Preferred, LLC | 4,259 | $706.7K | 0.11% | +4,259 | New |
| AlphaGrep UK Ltd | 4,414 | $688.7K | 0.21% | +1,871+73.6% | Added |
| OP Asset Management Ltd | 4,386 | $684.3K | 0.01% | −7,761−63.9% | Reduced |
| Harbor Capital Advisors, Inc. | 4,278 | $667.0K | 0.05% | −21−0.5% | Reduced |