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 |
|---|---|---|---|---|---|
| International Assets Investment Management, LLC | 3 | $486 | 0.00% | −7−70.0% | Reduced |
| MV Capital Management, Inc. | 3 | $469 | 0.00% | −4−57.1% | Reduced |
| Breakwater Investment Management | 3 | $469 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 3 | $468 | 0.00% | −15−83.3% | Reduced |
| Torren Management, LLC | 3 | $468 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 3 | $468 | 0.00% | +3 | New |
| Action Point Financial Planning, LLC | 3 | $468 | 0.00% | +3 | New |
| DiNuzzo Private Wealth, Inc. | 2 | $313 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 2 | $313 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 2 | $312 | 0.00% | −5−71.4% | Reduced |
| SBI Securities Co., Ltd. | 2 | $312 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 2 | $312 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $162 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $157 | 0.00% | −3−75.0% | Reduced |
| AdvisorNet Financial, Inc | 1 | $156 | 0.00% | +1 | New |
| Optiver Holding B.V. | 1 | $156 | 0.00% | +1 | New |
| LRI Investments, LLC | 1 | $156 | 0.00% | +1 | New |
| Silver Grove Financial Group, Inc. | 1 | $156 | 0.00% | +1 | New |
| Avion Wealth | 3 | $0 | 0.00% | −20−87.0% | Reduced |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −637,723−100.0% | Sold out |
| M&G Plc | 0 | $0 | 0.00% | −149,783−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −139,894−100.0% | Sold out |
| Incline Global Management LLC | 0 | $0 | 0.00% | −88,354−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −84,286−100.0% | Sold out |
| Congress Asset Management Co | 0 | $0 | 0.00% | −77,405−100.0% | Sold out |
| River Road Asset Management, LLC | 0 | $0 | 0.00% | −42,084−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −34,615−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −29,267−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −28,000−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −25,983−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −21,956−100.0% | Sold out |
| Warren Averett Asset Management, LLC | 0 | $0 | 0.00% | −21,153−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −20,166−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −16,613−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −15,900−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −14,490−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −9,626−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −9,369−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −8,486−100.0% | Sold out |
| Southeast Asset Advisors Inc. | 0 | $0 | 0.00% | −7,792−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −7,350−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −6,600−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −5,232−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −4,621−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −4,547−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −3,576−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −3,070−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −2,973−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −2,811−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −2,760−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −2,571−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −2,551−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −2,475−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −2,387−100.0% | Sold out |
| Amica Mutual Insurance Co | 0 | $0 | 0.00% | −2,331−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −2,292−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −2,118−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −1,903−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −1,881−100.0% | Sold out |
| Calamos Wealth Management LLC | 0 | $0 | 0.00% | −1,881−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −1,810−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −1,766−100.0% | Sold out |
| Commerce Bank | 0 | $0 | 0.00% | −1,765−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −1,697−100.0% | Sold out |
| Procyon Private Wealth Partners, LLC | 0 | $0 | 0.00% | −1,680−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −1,624−100.0% | Sold out |
| Alliance Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,623−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −1,565−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −1,554−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −1,519−100.0% | Sold out |
| Dempze Nancy E | 0 | $0 | 0.00% | −1,494−100.0% | Sold out |
| Syon Capital LLC | 0 | $0 | 0.00% | −1,459−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −1,399−100.0% | Sold out |
| Frec Markets, Inc. | 0 | $0 | 0.00% | −1,389−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −1,385−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −1,383−100.0% | Sold out |
| Portside Wealth Group, LLC | 0 | $0 | 0.00% | −1,368−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,363−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −1,355−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −1,327−100.0% | Sold out |
| CIBC Bancorp USA Inc. | 0 | $0 | 0.00% | −1,317−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −1,313−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −1,247−100.0% | Sold out |
| Abel Hall, LLC | 0 | $0 | 0.00% | −1,233−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −1,219−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −880−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −410−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −118−100.0% | Sold out |
| Owl Creek Wealth Partners LLC | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| First Horizon Corp | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Bare Financial Services, Inc | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Sachetta, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Estabrook Capital Management | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Marquette Asset Management, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −9−100.0% | Sold out |