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 |
|---|---|---|---|---|---|
| Bridgewater Associates, LP | 4,249 | $662.9K | 0.00% | +4,249 | New |
| Martin Capital Advisors, LLP | 4,202 | $655.6K | 0.34% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 4,201 | $655.4K | 0.01% | +4,201 | New |
| Park Avenue Securities LLC | 4,198 | $655.0K | 0.00% | +315+8.1% | Added |
| Integrated Wealth Concepts LLC | 4,076 | $635.9K | 0.00% | +1,533+60.3% | Added |
| Ameritas Investment Partners, Inc. | 4,059 | $633.3K | 0.02% | −170−4.0% | Reduced |
| JustInvest LLC | 3,915 | $610.8K | 0.01% | −3,110−44.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 3,755 | $585.7K | 0.00% | +784+26.4% | Added |
| RV Capital GmbH | 3,700 | $577.3K | 0.15% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 3,676 | $573.5K | 0.01% | +520+16.5% | Added |
| Vinva Investment Management Ltd | 2,451 | $555.2K | 0.00% | +2,451 | New |
| Kera Capital Partners, Inc. | 3,551 | $554.0K | 0.05% | +950+36.5% | Added |
| CSS LLC | 3,520 | $549.2K | 0.02% | −1,990−36.1% | Reduced |
| Keeler Thomas Management LLC | 3,348 | $522.4K | 0.19% | +420+14.3% | Added |
| Sivia Capital Partners, LLC | 3,339 | $521.0K | 0.06% | +3,339 | New |
| Pictet Asset Management Holding SA | 3,326 | $518.9K | 0.00% | −793−19.3% | Reduced |
| 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 |
| Sanctuary Advisors, LLC | 3,295 | $514.0K | 0.00% | +221+7.2% | Added |
| Victory Capital Management Inc | 3,285 | $512.5K | 0.00% | −147−4.3% | Reduced |
| M&T Bank Corp | 3,277 | $511.3K | 0.00% | −340−9.4% | Reduced |
| Buckingham Strategic Partners | 3,206 | $500.2K | 0.00% | +3,206 | New |
| Blair William & Co | 3,162 | $493.3K | 0.00% | +1,099+53.3% | Added |
| Fox Run Management, L.L.C. | 3,142 | $490.2K | 0.08% | −4,136−56.8% | Reduced |
| Larson Financial Group LLC | 3,050 | $475.9K | 0.01% | +2,682+728.8% | Added |
| New Age Alpha Advisors, LLC | 3,034 | $473.4K | 0.02% | −10,530−77.6% | Reduced |
| Bradley Foster & Sargent Inc | 3,000 | $468.1K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 2,974 | $464.0K | 0.00% | +2,209+288.8% | Added |
| Chicago Partners Investment Group LLC | 2,768 | $463.8K | 0.01% | +319+13.0% | Added |
| GWM Advisors LLC | 2,907 | $453.6K | 0.00% | +1,416+95.0% | Added |
| HRT Financial LP | 2,876 | $448.0K | 0.00% | −40,632−93.4% | Reduced |
| LSV Asset Management | 2,800 | $437.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 2,788 | $435.0K | 0.00% | +1,348+93.6% | Added |
| Apeiron RIA LLC | 11,767 | $432.5K | 0.11% | +11,767 | New |
| AdvisorShares Investments LLC | 2,720 | $424.4K | 0.05% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 2,717 | $423.9K | 0.02% | −834−23.5% | Reduced |
| Intrua Financial, LLC | 2,700 | $421.3K | 0.04% | +2,700 | New |
| Teacher Retirement System of Texas | 2,680 | $418.1K | 0.00% | −669−20.0% | Reduced |
| Xponance, Inc. | 2,653 | $413.9K | 0.00% | −1,569−37.2% | Reduced |
| New York Life Investment Management LLC | 2,603 | $406.1K | 0.00% | −199−7.1% | Reduced |
| Public Employees Retirement Association of Colorado | 2,604 | $406.0K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 2,582 | $402.8K | 0.01% | +655+34.0% | Added |
| Sequoia Financial Advisors, LLC | 2,575 | $401.8K | 0.00% | +703+37.6% | Added |
| Swiss Life Asset Management Ltd | 2,566 | $400.3K | 0.00% | +47+1.9% | Added |
| HB Wealth Management, LLC | 2,562 | $399.7K | 0.00% | +796+45.1% | Added |
| Deutsche Bank AG | 2,554 | $398.5K | 0.00% | +219+9.4% | Added |
| Atria Investments LLC | 2,519 | $393.0K | 0.00% | +380+17.8% | Added |
| Bull Harbor Capital LLC | 2,506 | $391.0K | 0.08% | +2,506 | New |
| Pacer Advisors, Inc. | 2,482 | $387.0K | 0.00% | −298−10.7% | Reduced |
| iA Global Asset Management Inc. | 2,480 | $387.0K | 0.00% | +2,480 | New |
| Daiwa Securities Group Inc. | 2,392 | $373.2K | 0.00% | −509−17.5% | Reduced |
| YHB Investment Advisors, Inc. | 2,370 | $369.8K | 0.02% | −135−5.4% | Reduced |
| Personal Cfo Solutions, LLC | 2,345 | $365.9K | 0.05% | +505+27.4% | Added |
| HSBC Holdings PLC | 2,337 | $363.6K | 0.00% | −7,812−77.0% | Reduced |
| Baker Avenue Asset Management, LP | 2,329 | $363.4K | 0.01% | +877+60.4% | Added |
| Hantz Financial Services, Inc. | 2,307 | $360.0K | 0.00% | −1,913−45.3% | Reduced |
| Tower Research Capital LLC (TRC) | 2,299 | $358.7K | 0.01% | +1,310+132.5% | Added |
| Federation des caisses Desjardins du Quebec | 2,227 | $347.4K | 0.00% | +285+14.7% | Added |
| Planning Alternatives Ltd | 2,138 | $333.6K | 0.04% | −59−2.7% | Reduced |
| Aaron Wealth Advisors | 2,102 | $328.0K | 0.02% | −1,221−36.7% | Reduced |
| Oak Thistle LLC | 2,099 | $327.5K | 0.03% | −11,267−84.3% | Reduced |
| Fieldview Capital Management, LLC | 2,090 | $326.1K | 0.09% | +2,090 | New |
| Janney Montgomery Scott LLC | 2,045 | $319.0K | 0.00% | −191−8.5% | Reduced |
| Krilogy Financial LLC | 2,013 | $314.1K | 0.01% | +2,013 | New |
| Commonwealth Equity Services, LLC | 1,989 | $310.4K | 0.00% | −263−11.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,966 | $306.7K | 0.00% | −354−15.3% | Reduced |
| TCG Advisory Services, LLC | 1,870 | $291.8K | 0.01% | +1,870 | New |
| Spectrum Asset Management, Inc. (NB/CA) | 1,829 | $285.4K | 0.08% | +5+0.3% | Added |
| PEAK6 LLC | 1,814 | $283.0K | 0.01% | +1,814 | New |
| Securian Asset Management, Inc | 1,627 | $280.6K | 0.01% | −105−6.1% | Reduced |
| Kornitzer Capital Management Inc | 1,783 | $278.2K | 0.01% | −281−13.6% | Reduced |
| Amundi | 1,767 | $275.7K | 0.00% | −8−0.5% | Reduced |
| Bridgefront Capital, LLC | 1,700 | $265.2K | 0.07% | +1,700 | New |
| Pallas Capital Advisors LLC | 1,663 | $259.5K | 0.01% | +1,663 | New |
| Caerus Investment Advisors, LLC | 1,658 | $258.7K | 0.09% | +1,658 | New |
| Verdence Capital Advisors LLC | 1,624 | $253.3K | 0.01% | −59−3.5% | Reduced |
| Machina Capital S.A.S. | 1,602 | $249.9K | 0.04% | +1,602 | New |
| HM Payson & Co | 1,600 | $249.6K | 0.00% | +900+128.6% | Added |
| Principal Securities, Inc. | 1,588 | $247.8K | 0.00% | +2+0.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,586 | $247.4K | 0.00% | +329+26.2% | Added |
| Catalyst Funds Management Pty Ltd | 1,550 | $241.8K | 0.01% | +1,550 | New |
| NorthCrest Asset Manangement, LLC | 1,441 | $238.6K | 0.01% | +1,441 | New |
| Allworth Financial LP | 1,505 | $234.8K | 0.00% | +989+191.7% | Added |
| VestGen Advisors, LLC | 1,492 | $232.8K | 0.01% | +1,492 | New |
| Crestwood Advisors Group LLC | 1,481 | $231.1K | 0.00% | +1,481 | New |
| Waddell & Associates, LLC | 1,470 | $229.3K | 0.01% | +1,470 | New |
| J.W. Cole Advisors, Inc. | 1,465 | $228.6K | 0.00% | +1,465 | New |
| Citizens Financial Group Inc | 1,450 | $226.2K | 0.00% | +1,450 | New |
| Claret Asset Management Corp | 1,448 | $226.0K | 0.02% | +1,448 | New |
| Diversify Wealth Management, LLC | 1,224 | $223.4K | 0.00% | −4,727−79.4% | Reduced |
| Diversify Advisory Services, LLC | 1,224 | $223.4K | 0.00% | +1,224 | New |
| Essential Partners LLC | 1,331 | $207.7K | 0.10% | +704+112.3% | Added |
| DnB Asset Management AS | 1,327 | $207.0K | 0.00% | 00.0% | Unchanged |
| 111 Capital | 1,295 | $202.0K | 0.03% | +1,295 | New |
| Nykredit A/S | 1,206 | $188.2K | 0.00% | +1,206 | New |
| State of Wyoming | 1,199 | $187.1K | 0.02% | +571+90.9% | Added |
| 1620 Investment Advisors, Inc. | 1,190 | $185.7K | 0.11% | +1,190 | New |
| Parallel Advisors, LLC | 1,101 | $171.8K | 0.00% | −191−14.8% | Reduced |
| EverSource Wealth Advisors, LLC | 1,079 | $168.3K | 0.01% | +463+75.2% | Added |
| Ensign Peak Advisors, Inc | 1,075 | $167.7K | 0.00% | −3,972−78.7% | Reduced |