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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.

Institutional holdersQ2 2026: 420 institutions
Q1 2021: 309 institutionsQ2 2021: 295 institutionsQ3 2021: 318 institutionsQ4 2021: 341 institutionsQ1 2022: 336 institutionsQ2 2022: 325 institutionsQ3 2022: 311 institutionsQ4 2022: 318 institutionsQ1 2023: 302 institutionsQ2 2023: 294 institutionsQ3 2023: 325 institutionsQ4 2023: 353 institutionsQ1 2024: 385 institutionsQ2 2024: 393 institutionsQ3 2024: 412 institutionsQ4 2024: 451 institutionsQ1 2025: 464 institutionsQ2 2025: 481 institutionsQ3 2025: 452 institutionsQ4 2025: 475 institutionsQ1 2026: 447 institutionsQ2 2026: 420 institutions
Value heldQ2 2026: $3.79B
Q1 2021: $4.83BQ2 2021: $5.62BQ3 2021: $5.83BQ4 2021: $7.92BQ1 2022: $6.41BQ2 2022: $5.67BQ3 2022: $4.99BQ4 2022: $5.14BQ1 2023: $4.85BQ2 2023: $4.79BQ3 2023: $6.17BQ4 2023: $7.22BQ1 2024: $7.92BQ2 2024: $7.63BQ3 2024: $8.25BQ4 2024: $8.67BQ1 2025: $7.57BQ2 2025: $8.05BQ3 2025: $5.78BQ4 2025: $5.27BQ1 2026: $3.99BQ2 2026: $3.79B
Institutions holding MORN and their total value by quarter
QuarterHoldersValue
Q2 2026420$3.79B
Q1 2026447$3.99B
Q4 2025475$5.27B
Q3 2025452$5.78B
Q2 2025481$8.05B
Q1 2025464$7.57B
Q4 2024451$8.67B
Q3 2024412$8.25B
Q2 2024393$7.63B
Q1 2024385$7.92B
Q4 2023353$7.22B
Q3 2023325$6.17B
Q2 2023294$4.79B
Q1 2023302$4.85B
Q4 2022318$5.14B
Q3 2022311$4.99B
Q2 2022325$5.67B
Q1 2022336$6.41B
Q4 2021341$7.92B
Q3 2021318$5.83B
Q2 2021295$5.62B
Q1 2021309$4.83B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Morningstar, Inc.; share changes are against Q1 2026.

Institutions holding MORN in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Bessemer Group Inc1,065$166.0K0.00%−1,329−55.5%Reduced
Versant Capital Management, Inc970$151.3K0.01%−518−34.8%Reduced
Twin Tree Management, LP913$142.4K0.02%+913New
Westpac Banking Corp819$127.8K0.01%−15−1.8%Reduced
Globeflex Capital L P780$121.7K0.02%00.0%Unchanged
Simplex Trading, LLC739$115.3K0.00%+739New
Exchange Traded Concepts, LLC705$110.0K0.00%+95+15.6%Added
Horizon Investments, LLC707$110.0K0.00%+93+15.1%Added
The PNC Financial Services Group, Inc.692$108.0K0.00%−315−31.3%Reduced
KBC Group NV659$103.0K0.00%00.0%Unchanged
Basecamp Wealth Advisors LLC616$96.1K0.02%−3−0.5%Reduced
Signaturefd, LLC587$91.6K0.00%−741−55.8%Reduced
Sterling Capital Management LLC555$86.6K0.00%+221+66.2%Added
Bayforest Capital Ltd499$77.9K0.07%+499New
Farther Finance Advisors, LLC454$70.8K0.00%+133+41.4%Added
TD Waterhouse Canada Inc.435$70.4K0.00%−365−45.6%Reduced
Eurizon Capital SGR S.p.A.448$69.9K0.00%00.0%Unchanged
GAMMA Investing LLC420$65.5K0.00%−128−23.4%Reduced
STRS Ohio410$64.0K0.00%−101−19.8%Reduced
Rockefeller Capital Management L.P.390$60.9K0.00%−378−49.2%Reduced
Aster Capital Management (DIFC) Ltd380$59.3K0.01%+58+18.0%Added
Umb Bank N A342$53.4K0.00%−167−32.8%Reduced
Bokf, NA325$50.7K0.00%−11−3.3%Reduced
IFP Advisors, Inc315$49.1K0.00%+98+45.2%Added
True Wealth Design, LLC312$48.7K0.01%+215+221.6%Added
Global Retirement Partners, LLC312$48.7K0.00%+312New
Nisa Investment Advisors, LLC304$47.4K0.00%+286+1,588.9%Added
Mirae Asset Global ETFs Holdings Ltd.285$44.4K0.00%+74+35.1%Added
Atlantic Union Bankshares Corp200$31.2K0.00%00.0%Unchanged
Employees Retirement System of Texas184$29.0K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC178$27.8K0.00%−196−52.4%Reduced
American National Bank170$26.5K0.00%00.0%Unchanged
WPG Advisers, LLC159$24.8K0.01%−22−12.2%Reduced
Grove Bank & Trust158$24.7K0.00%+158New
Cassaday & Co Wealth Management LLC155$24.2K0.00%00.0%Unchanged
SJS Investment Consulting Inc.155$24.2K0.00%+130+520.0%Added
Covestor Ltd156$24.0K0.01%−42−21.2%Reduced
Massmutual Trust Co FSB141$22.0K0.00%−61−30.2%Reduced
Transamerica Financial Advisors, Inc.137$21.4K0.00%−8−5.5%Reduced
ZRC Wealth Management, LLC128$20.0K0.01%−23−15.2%Reduced
Centerpoint Advisors, LLC109$17.0K0.00%00.0%Unchanged
Parkside Financial Bank & Trust107$16.7K0.00%+14+15.1%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.107$16.7K0.00%+92+613.3%Added
Allied Private Wealth LLC100$16.5K0.01%+100New
Huntington National Bank102$15.9K0.00%+49+92.5%Added
Ronald Blue Trust, Inc.99$15.4K0.00%−140−58.6%Reduced
Salomon & Ludwin, LLC94$15.2K0.00%00.0%Unchanged
Assetmark, Inc92$14.4K0.00%+59+178.8%Added
Wealth Enhancement Trust Services, Inc.89$13.9K0.00%+88+8,800.0%Added
Hughes Financial Services, LLC85$13.3K0.00%00.0%Unchanged
Private Trust Co NA84$13.1K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC83$12.9K0.01%00.0%Unchanged
Cedar Mountain Advisors, LLC77$12.1K0.00%00.0%Unchanged
Central Trust Co75$11.7K0.00%00.0%Unchanged
Institute for Wealth Management, LLC.73$11.4K0.00%+73New
Pinnacle Wealth Planning Services, Inc.70$10.9K0.00%−47−40.2%Reduced
Fortitude Family Office, LLC65$10.1K0.00%+61+1,525.0%Added
Quarry LP62$9.67K0.00%−533−89.6%Reduced
North Star Investment Management Corp.62$9.67K0.00%−333−84.3%Reduced
Quent Capital, LLC61$9.52K0.00%+3+5.2%Added
Clearstead Advisors, LLC60$9.36K0.00%+52+650.0%Added
Bell Investment Advisors, Inc57$8.89K0.00%−8−12.3%Reduced
Smartleaf Asset Management LLC53$8.26K0.00%00.0%Unchanged
Activest Wealth Management52$8.11K0.00%+46+766.7%Added
Cornerstone Planning Group LLC48$8.02K0.00%+31+182.4%Added
Buck Wealth Strategies, LLC45$7.02K0.00%+45New
Capital Advisors, Ltd. LLC43$7.00K0.00%−4−8.5%Reduced
Compass Financial Management LLC34$6.63K0.00%+34New
Caitong International Asset Management Co., Ltd41$6.40K0.00%+41New
MJT & Associates Financial Advisory Group, Inc.34$5.30K0.00%+34New
Creative Financial Designs Inc33$5.15K0.00%−5−13.2%Reduced
Frazier Financial Advisors, LLC31$4.84K0.00%00.0%Unchanged
TD Private Client Wealth LLC31$4.84K0.00%+8+34.8%Added
Northwestern Mutual Wealth Management Co30$4.68K0.00%−20−40.0%Reduced
CVA Family Office, LLC28$4.37K0.00%−229−89.1%Reduced
High Note Wealth, LLC25$3.90K0.00%00.0%Unchanged
Kerr Financial Planning Corp25$3.87K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc22$3.43K0.00%00.0%Unchanged
Manchester Capital Management LLC19$2.96K0.00%−22−53.7%Reduced
Zions Bancorporation, National Association19$2.96K0.00%00.0%Unchanged
Fulcrum Asset Management LLP19$2.96K0.00%+19New
CBIZ Investment Advisory Services, LLC16$2.71K0.00%00.0%Unchanged
Atlantic Private Wealth, LLC16$2.50K0.00%00.0%Unchanged
Group One Trading, L.P.15$2.34K0.00%+15New
Wolff Wiese Magana LLC12$1.87K0.00%00.0%Unchanged
Planning Strategies Inc.12$1.87K0.00%+12New
Keating Financial Advisory Services, Inc.10$1.56K0.00%−4−28.6%Reduced
CoreCap Advisors, LLC10$1.56K0.00%+10New
Dogwood Wealth Management LLC8$1.25K0.00%−20−71.4%Reduced
Horizon Financial Services, LLC8$1.25K0.00%+8New
Kilter Group LLC7$1.09K0.00%00.0%Unchanged
SHP Wealth Management6$9360.00%+4+200.0%Added
Whittier Trust Co of Nevada Inc5$8550.00%00.0%Unchanged
JFS Wealth Advisors, LLC5$7810.00%00.0%Unchanged
Burk Holdings LLC5$7800.00%00.0%Unchanged
Cornerstone Financial Management LLC5$7800.00%00.0%Unchanged
Private Wealth Management Group, LLC4$6250.00%−2−33.3%Reduced
Quaker Wealth Management, LLC4$6250.00%00.0%Unchanged
HFM Investment Advisors, LLC4$6250.00%+4New
Rossby Financial, LCC4$6240.00%+2+100.0%Added