MORNINGSTAR INC (MORN)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
386
Reporting holders
$3.8B
Reported value
64.5%
Of shares outstanding
0.4%
Held as options
-24
Holder change
Institutions report 24,202,673 shares against 37,513,571 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BAMCO INC /NY/ | $545.9M | 3,499,146 | 0.82% | 31q | +360.7%+$427.4M |
| BlackRock, Inc. | $324.8M | 2,081,736 | 0.00% | 8q | -11.0%-$40.0M |
| WELLINGTON MANAGEMENT GROUP LLP | $232.9M | 1,493,037 | 0.04% | 12q | -10.2%-$26.4M |
| MORGAN STANLEY | $231.6M | 1,484,135 | 0.01% | 35q | -14.2%-$38.4M |
| AQR CAPITAL MANAGEMENT LLC | $203.5M | 1,304,388 | 0.07% | 31q | +109.2%+$106.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $148.2M | 950,075 | 0.01% | 2q | -9.7%-$15.9M |
| VANGUARD CAPITAL MANAGEMENT LLC | $139.5M | 894,406 | 0.00% | 2q | -9.6%-$14.8M |
| STATE STREET CORP | $111.8M | 716,473 | 0.00% | 31q | -2.6%-$3.0M |
| GEODE CAPITAL MANAGEMENT, LLC | $90.2M | 578,315 | 0.00% | 31q | -3.5%-$3.3M |
| DIMENSIONAL FUND ADVISORS LP | $87.7M | 561,857 | 0.02% | 31q | +8.5%+$6.9M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $87.1M | 557,955 | 0.32% | 3q | -13.5%-$13.6M |
| TWO SIGMA INVESTMENTS, LP | $75.6M | 484,249 | 0.05% | 7q | -43.7%-$58.5M |
| JANE STREET GROUP, LLC | $67.6M | 431,301 | 0.01% | 16q | +29.2%+$15.3M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $65.6M | 420,742 | 0.03% | 11q | +6.5%+$4.0M |
| KENSICO CAPITAL MANAGEMENT CORP | $44.3M | 284,100 | 0.76% | 2q | +110.4%+$23.3M |
| Invesco Ltd. | $40.5M | 259,287 | 0.00% | 31q | -9.1%-$4.0M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $37.9M | 244,324 | 0.01% | 19q | -4.1%-$1.6M |
| RENAISSANCE TECHNOLOGIES LLC | $37.3M | 238,770 | 0.05% | 31q | -46.8%-$32.8M |
| JPMORGAN CHASE & CO | $37.0M | 236,316 | 0.00% | 31q | -45.0%-$30.3M |
| Bank of New York Mellon Corp | $36.3M | 232,481 | 0.01% | 31q | +32.8%+$9.0M |
| Copeland Capital Management, LLC | $35.8M | 229,546 | 0.74% | 31q | +69.8%+$14.7M |
| UBS Group AG | $32.6M | 209,075 | 0.00% | 31q | +198.9%+$21.7M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $32.2M | 206,136 | 0.00% | 31q | -3.6%-$1.2M |
| Sixth Street Partners Management Company, L.P. | $32.2M | 206,136 | 0.00% | new | NEW |
| Quantinno Capital Management LP | $31.7M | 203,220 | 0.04% | 19q | +8.7%+$2.5M |
| BANK OF AMERICA CORP /DE/ | $30.1M | 192,610 | 0.00% | 31q | +4.9%+$1.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $29.8M | 191,181 | 0.03% | 30q | +2.8%+$800.9K |
| FMR LLC | $28.2M | 180,968 | 0.00% | 31q | +69.6%+$11.6M |
| GOLDMAN SACHS GROUP INC | $28.0M | 179,184 | 0.00% | 31q | -14.8%-$4.9M |
| NORTHERN TRUST CORP | $26.5M | 169,919 | 0.00% | 31q | -3.4%-$939.7K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $25.9M | 166,257 | 0.41% | 31q | -6.4%-$1.8M |
| MILLENNIUM MANAGEMENT LLC | $25.4M | 162,620 | 0.01% | 11q | -49.7%-$25.0M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $25.3M | 162,073 | 0.11% | 6q | -8.9%-$2.5M |
| Brookfield Corp /ON/ | $24.5M | 156,792 | 0.03% | new | NEW |
| NORGES BANK | $24.3M | 155,686 | 0.00% | 32q | -45.8%-$20.5M |
| NORDEA INVESTMENT MANAGEMENT AB | $22.9M | 147,892 | 0.02% | 26q | +102.1%+$11.6M |
| ROYCE & ASSOCIATES LP | $22.6M | 144,996 | 0.18% | 31q | -16.8%-$4.6M |
| Gotham Asset Management, LLC | $22.2M | 142,299 | 0.05% | 11q | -16.1%-$4.3M |
| VANGUARD FIDUCIARY TRUST CO | $21.4M | 136,878 | 0.00% | 2q | -4.2%-$931.0K |
| AMERIPRISE FINANCIAL INC | $21.4M | 136,872 | 0.00% | 19q | -56.3%-$27.5M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $19.4M | 124,542 | 0.06% | 31q | -23.8%-$6.1M |
| ENVESTNET ASSET MANAGEMENT INC | $18.5M | 118,347 | 0.00% | 31q | +10.8%+$1.8M |
| AMERICAN CAPITAL MANAGEMENT INC | $17.9M | 114,947 | 0.80% | 31q | +6.1%+$1.0M |
| SEI INVESTMENTS CO | $17.6M | 112,779 | 0.02% | 31q | -40.4%-$11.9M |
| Crawford Fund Management, LLC | $17.1M | 109,500 | 2.62% | 3q | +22.8%+$3.2M |
| DF DENT & CO INC | $16.6M | 106,374 | 0.31% | 12q | +3.9%+$624.5K |
| Jupiter Topco LLC | $14.3M | 91,390 | 0.01% | new | FIRST |
| PRINCIPAL FINANCIAL GROUP INC | $11.9M | 76,156 | 0.01% | 31q | -1.2%-$143.1K |
| TUDOR INVESTMENT CORP ET AL | $11.9M | 76,095 | 0.02% | 6q | +90.2%+$5.6M |
| Candriam S.C.A. | $11.6M | 74,445 | 0.05% | new | NEW |
| CAPITAL FUND MANAGEMENT S.A. | $10.8M | 69,077 | 0.05% | 5q | +2.8%+$292.1K |
| STIFEL FINANCIAL CORP | $10.5M | 67,188 | 0.01% | 31q | +6.5%+$637.6K |
| LOOMIS SAYLES & CO L P | $10.1M | 64,876 | 0.01% | 7q | +32.5%+$2.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10.0M | 17,903 | 0.00% | 31q | -31.6%-$4.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $9.7M | 61,984 | 0.00% | 31q | -10.5%-$1.1M |
| PRUDENTIAL FINANCIAL INC | $9.6M | 61,498 | 0.01% | 12q | -6.1%-$624.1K |
| Chicago Capital, LLC | $9.5M | 60,972 | 0.23% | 31q | -17.8%-$2.1M |
| BARLOW WEALTH PARTNERS, LLC | $9.5M | 57,602 | 1.03% | 11q | HELD |
| RHUMBLINE ADVISERS | $8.7M | 55,898 | 0.01% | 31q | -10.8%-$1.1M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $8.6M | 54,859 | 0.01% | 2q | -39.9%-$5.7M |
| IEQ CAPITAL, LLC | $8.4M | 53,907 | 0.04% | 5q | +85.0%+$3.9M |
| CITADEL ADVISORS LLC | $8.1M | 27,906 | 0.00% | 31q | +18.0%+$1.2M |
| CANADA PENSION PLAN INVESTMENT BOARD | $7.9M | 50,700 | 0.00% | 4q | -2.7%-$218.4K |
| Nuveen, LLC | $7.8M | 49,783 | 0.00% | 6q | -18.1%-$1.7M |
| Mariner, LLC | $7.7M | 49,671 | 0.01% | 16q | +200.6%+$5.2M |
| MERCER GLOBAL ADVISORS INC /ADV | $7.5M | 48,198 | 0.00% | 6q | +547.3%+$6.4M |
| Squarepoint Ops LLC | $7.4M | 47,742 | 0.01% | new | NEW |
| ALLIANCEBERNSTEIN L.P. | $6.9M | 41,088 | 0.00% | 31q | +32.7%+$1.7M |
| FIRST TRUST ADVISORS LP | $6.9M | 44,475 | 0.00% | 12q | +72.8%+$2.9M |
| Swiss National Bank | $6.3M | 40,600 | 0.00% | 31q | -16.8%-$1.3M |
| Engineers Gate Manager LP | $6.2M | 39,989 | 0.08% | 11q | +182.2%+$4.0M |
| ALGERT GLOBAL LLC | $5.5M | 35,197 | 0.07% | 20q | -64.1%-$9.8M |
| Creative Planning | $5.4M | 34,701 | 0.00% | 25q | +0.9%+$46.8K |
| AMERICAN CENTURY COMPANIES INC | $5.3M | 33,811 | 0.00% | 16q | -7.7%-$441.7K |
| BENJAMIN EDWARDS INC | $5.2M | 33,499 | 0.05% | 15q | -3.5%-$188.3K |
| Point72 Asset Management, L.P. | $5.1M | 32,754 | 0.01% | 6q | -80.8%-$21.6M |
| XTX Topco Ltd | $5.1M | 32,638 | 0.07% | 10q | +52.9%+$1.8M |
| Quadrature Capital Ltd | $4.9M | 31,566 | 0.04% | 2q | +1540.6%+$4.6M |
| California Public Employees Retirement System | $4.9M | 31,222 | 0.00% | 31q | -6.5%-$336.8K |
| Allianz Asset Management GmbH | $4.6M | 27,104 | 0.00% | 5q | HELD |
| Legal & General Group Plc | $4.3M | 27,422 | 0.00% | 31q | -16.1%-$822.8K |
| BARCLAYS PLC | $4.2M | 26,602 | 0.00% | 31q | -4.8%-$210.3K |
| Y-Intercept (Hong Kong) Ltd | $4.1M | 26,415 | 0.08% | 6q | +175.6%+$2.6M |
| NICHOLAS COMPANY, INC. | $4.1M | 26,185 | 0.07% | 32q | HELD |
| CAXTON ASSOCIATES LLP | $3.8M | 24,236 | 0.07% | 2q | -3.0%-$115.6K |
| Vident Advisory, LLC | $3.6M | 22,877 | 0.03% | 6q | +5.5%+$185.2K |
| Cerity Partners LLC | $3.6M | 22,838 | 0.00% | 11q | +55.5%+$1.3M |
| Retirement Systems of Alabama | $3.6M | 22,812 | 0.01% | 12q | -19.0%-$832.2K |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $3.5M | 22,310 | 0.01% | 31q | -1.6%-$57.7K |
| MARSHALL WACE, LLP | $3.3M | 21,114 | 0.00% | 3q | +99.5%+$1.6M |
| Corient Private Wealth LP | $3.1M | 19,718 | 0.00% | 15q | +3.1%+$91.7K |
| WELLS FARGO & COMPANY/MN | $3.0M | 19,503 | 0.00% | 31q | -52.2%-$3.3M |
| MidFirst Bank | $2.9M | 18,560 | 0.21% | 3q | -1.3%-$37.8K |
| GHP Investment Advisors, Inc. | $2.9M | 18,361 | 0.11% | 2q | +638.6%+$2.5M |
| LAZARD ASSET MANAGEMENT LLC | $2.9M | 18,309 | 0.00% | 7q | +24.2%+$557.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.8M | 18,661 | 0.00% | 12q | +145.3%+$1.7M |
| Numerai GP LLC | $2.8M | 18,066 | 0.23% | 4q | +38.3%+$779.9K |
| DEARBORN PARTNERS LLC | $2.8M | 17,145 | 0.08% | 8q | +97.5%+$1.4M |
| CITIGROUP INC | $2.8M | 17,641 | 0.00% | 31q | +46.9%+$878.7K |
| AXXCESS WEALTH MANAGEMENT, LLC | $2.6M | 16,454 | 0.04% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G | Baron Capital Group, Inc.with 3 co-filers | 9.2% |
| 2026-08-05 | 13G/A | Joseph D. Mansueto INDIVIDUAL | 39.2% |
| 2026-08-03 | 13G/A | Daniel Mansueto INDIVIDUAL | 10.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 386 | $3.8B | 24,202,673 | 61 | 120 | 152 | 0.4% |
| Q1 2026 | 410 | $4.0B | 23,478,225 | 57 | 152 | 155 | 0.3% |
| Q4 2025 | 441 | $5.2B | 24,120,900 | 76 | 128 | 180 | 0.2% |
| Q3 2025 | 412 | $5.8B | 24,780,494 | 47 | 138 | 157 | 0.3% |
| Q2 2025 | 440 | $7.9B | 25,223,693 | 62 | 152 | 144 | 0.1% |
| Q1 2025 | 426 | $7.4B | 24,852,992 | 57 | 163 | 116 | 0.1% |
| Q4 2024 | 416 | $8.3B | 24,731,500 | 46 | 134 | 121 | 0.1% |
| Q3 2024 | 379 | $8.0B | 25,198,672 | 50 | 139 | 92 | 0.1% |
| Q2 2024 | 356 | $7.4B | 25,150,343 | 36 | 116 | 126 | 0.1% |
| Q1 2024 | 346 | $8.9B | 28,762,330 | 45 | 109 | 95 | 0.1% |
| Q4 2023 | 315 | $7.6B | 26,308,301 | 36 | 94 | 108 | 0.5% |
| Q3 2023 | 292 | $5.9B | 25,179,836 | 57 | 83 | 84 | 0.5% |
| Q2 2023 | 261 | $4.7B | 23,795,874 | 24 | 100 | 80 | 0.3% |
| Q1 2023 | 258 | $4.7B | 22,928,452 | 28 | 94 | 76 | 0.1% |
| Q4 2022 | 253 | $4.5B | 20,598,054 | 31 | 82 | 84 | 0.1% |
| Q3 2022 | 313 | $5.0B | 23,510,388 | 31 | 98 | 108 | 0.5% |
| Q2 2022 | 325 | $5.7B | 23,453,537 | 31 | 102 | 119 | 0.7% |
| Q1 2022 | 336 | $6.5B | 23,466,045 | 39 | 118 | 100 | 0.9% |
| Q4 2021 | 340 | $8.0B | 23,178,377 | 47 | 94 | 115 | 0.4% |
| Q3 2021 | 317 | $5.8B | 22,485,373 | 40 | 85 | 108 | 0.2% |
| Q2 2021 | 295 | $5.6B | 21,871,189 | 24 | 113 | 80 | 0.1% |
| Q1 2021 | 309 | $4.8B | 21,473,007 | 41 | 88 | 100 | 0.3% |
| Q4 2020 | 302 | $4.9B | 21,222,791 | 43 | 73 | 105 | 0.5% |
| Q3 2020 | 268 | $3.3B | 20,567,935 | 40 | 95 | 71 | 0.1% |
| Q2 2020 | 250 | $2.9B | 20,845,426 | 53 | 80 | 77 | 0.1% |
| Q1 2020 | 220 | $2.4B | 20,314,360 | 28 | 79 | 73 | 0.1% |
| Q4 2019 | 239 | $3.1B | 20,424,531 | 23 | 72 | 79 | 0.3% |
| Q3 2019 | 243 | $2.9B | 19,747,847 | 29 | 88 | 66 | 0.2% |
| Q2 2019 | 234 | $2.8B | 19,096,210 | 34 | 67 | 87 | 0.3% |
| Q1 2019 | 236 | $2.4B | 18,601,074 | 36 | 72 | 73 | 0.6% |
| Q4 2018 | 224 | $2.0B | 18,447,722 | 5 | 2 | 5 | 0.7% |