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MORN

Morningstar, Inc.
$165.94 +3.97 (+2.45%) At close · Jul 2
Market Cap
$6.31B
Shares
38,028,018

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 441
Total Value: $3,811,945,954
Total Shares: 22,562,299
Showing 1–100 of 447 holdings by value · page 1 of 5

Institutional Ownership Trend

26 quarters

Superinvestors Holding MORN

All superinvestors →
Joel Greenblatt $28,675,951 Robert Vinall $625,485

Holder Concentration

Across 441 13F filers
Top Holder
10.4%
Jun 2023 → Mar 2026 · range 9.8% – 16.2%
of institutional value
Top 5
33.6%
Jun 2023 → Mar 2026 · range 33.6% – 44.8%
of institutional value
Top 10
48.6%
Jun 2023 → Mar 2026 · range 48.6% – 64.3%
of institutional value
HHI
346
Jun 2023 → Mar 2026 · range 346 – 592
Broadly held
Showing 100 of 447
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $395,275,745 10.37% 2,338,218
Mega MORGAN STANLEY $292,549,301 7.67% 1,730,549
Mega WELLINGTON MANAGEMENT GROUP LLP $281,029,561 7.37% 1,662,405
Mega VANGUARD CAPITAL MANAGEMENT LLC $167,269,396 4.39% 989,467
Mega TWO SIGMA INVESTMENTS, LP $145,291,543 3.81% 859,459
Large BAMCO INC /NY/ $128,396,010 3.37% 759,515
Mega STATE STREET CORP $124,348,784 3.26% 735,574
Large LOS ANGELES CAPITAL MANAGEMENT LLC $109,102,165 2.86% 645,384
Large Select Equity Group, L.P. $107,807,073 2.83% 637,723
Mega AQR CAPITAL MANAGEMENT LLC $105,424,479 2.77% 623,629
Mega GEODE CAPITAL MANAGEMENT, LLC $101,298,478 2.66% 599,222
Mega DIMENSIONAL FUND ADVISORS LP $87,528,847 2.30% 517,769
Large RENAISSANCE TECHNOLOGIES LLC $75,881,473 1.99% 448,870
Mega JPMORGAN CHASE & CO $72,700,962 1.91% 430,056
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $66,763,085 1.75% 394,931
Mega JANE STREET GROUP, LLC $56,439,201 1.48% 333,861
Mega MILLENNIUM MANAGEMENT LLC $54,604,164 1.43% 323,006
Mega Invesco Ltd. $48,201,224 1.26% 285,130
Mega MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $43,063,626 1.13% 254,739
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $36,146,778 0.95% 213,823
Mega GOLDMAN SACHS GROUP INC $35,568,456 0.93% 210,402
Large SEI INVESTMENTS CO $32,001,502 0.84% 189,302
Large Quantinno Capital Management LP $31,603,221 0.83% 186,946
Large BNP PARIBAS ASSET MANAGEMENT Holding S.A. $31,451,413 0.83% 186,048
Mega BANK OF AMERICA CORP /DE/ Bank $31,033,349 0.81% 183,575
Large VOLORIDGE INVESTMENT MANAGEMENT, LLC $30,069,261 0.79% 177,872
Mega NORTHERN TRUST CORP Bank $29,742,993 0.78% 175,942
Mega Bank of New York Mellon Corp Bank $29,584,759 0.78% 175,006
Mid ROYCE & ASSOCIATES LP $29,461,188 0.77% 174,275
Large Point72 Asset Management, L.P. $28,892,166 0.76% 170,909
Large Gotham Asset Management, LLC $28,675,951 0.75% 169,630
Large KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $27,636,124 0.72% 163,479
Mega AMERIPRISE FINANCIAL INC $26,491,992 0.69% 156,711
Mid CONFLUENCE INVESTMENT MANAGEMENT LLC $25,911,153 0.68% 166,257
Large M&G PLC $25,320,816 0.66% 149,783
Mega VANGUARD FIDUCIARY TRUST CO Bank $24,147,947 0.63% 142,845
Large Qube Research & Technologies Ltd $23,649,080 0.62% 139,894
Mid Copeland Capital Management, LLC $22,858,095 0.60% 135,215
Mid KENSICO CAPITAL MANAGEMENT CORP $22,821,750 0.60% 135,000
Large Focus Partners Wealth $22,799,942 0.60% 134,871
Mid AMERICAN CAPITAL MANAGEMENT INC $18,314,877 0.48% 108,340
Mega ENVESTNET ASSET MANAGEMENT INC $18,052,342 0.47% 106,787
Mega FMR LLC $18,038,478 0.47% 106,705
Mid DF DENT & CO INC $17,305,817 0.45% 102,371
Large NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $15,432,574 0.40% 91,290
Mega JANUS HENDERSON GROUP PLC $15,195,059 0.40% 89,885
Small Crawford Fund Management, LLC $15,079,258 0.40% 89,200
Small Incline Global Management LLC $14,936,243 0.39% 88,354
Mega SCHRODER INVESTMENT MANAGEMENT GROUP $14,248,548 0.37% 84,286
Large CONGRESS ASSET MANAGEMENT CO $13,085,315 0.34% 77,405
Mega PRINCIPAL FINANCIAL GROUP INC $13,029,190 0.34% 77,073
Mid Chicago Capital, LLC $12,537,086 0.33% 74,162
Mega NORDEA INVESTMENT MANAGEMENT AB $12,369,218 0.32% 73,169
Mega UBS Group AG $11,823,694 0.31% 69,942
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $11,702,651 0.31% 69,226
Large CAPITAL FUND MANAGEMENT S.A. $11,361,005 0.30% 67,205
Large PRUDENTIAL FINANCIAL INC $11,072,436 0.29% 65,498
Large STIFEL FINANCIAL CORP $10,667,222 0.28% 63,101
Mega RHUMBLINE ADVISERS $10,598,251 0.28% 62,693
Mega Nuveen, LLC $10,274,181 0.27% 60,776
Small BARLOW WEALTH PARTNERS, LLC $9,757,566 0.26% 57,720
Mega RAYMOND JAMES FINANCIAL INC $9,697,214 0.25% 57,363
Mid MEEDER ASSET MANAGEMENT INC $9,401,544 0.25% 55,614
Mega CANADA PENSION PLAN INVESTMENT BOARD Pension $8,807,505 0.23% 52,100
Large LOOMIS SAYLES & CO L P $8,280,237 0.22% 48,981
Mid ALGERT GLOBAL LLC $8,276,180 0.22% 48,957
Mega Swiss National Bank Bank $8,249,640 0.22% 48,800
Large SG Americas Securities, LLC Broker-Dealer $7,934,699 0.21% 46,937
Large Thrivent Financial for Lutherans $7,713,412 0.20% 45,628
Large HRT FINANCIAL LP $7,355,027 0.19% 43,508
Mega BNP PARIBAS ARBITRAGE, SA $7,130,359 0.19% 42,179
Mid River Road Asset Management, LLC $7,114,300 0.19% 42,084
Large TUDOR INVESTMENT CORP ET AL $6,762,000 0.18% 40,000
Mega AMERICAN CENTURY COMPANIES INC $6,194,330 0.16% 36,642
Large WORLDQUANT MILLENNIUM ADVISORS LLC $6,043,875 0.16% 35,752
Mid BENJAMIN EDWARDS INC $5,867,048 0.15% 34,706
Large PANAGORA ASSET MANAGEMENT INC $5,851,665 0.15% 34,615
Large Creative Planning $5,815,489 0.15% 34,401
Mega California Public Employees Retirement System Pension $5,643,058 0.15% 33,381
Mega Legal & General Group Plc $5,527,258 0.14% 32,696
Mega ALLIANCEBERNSTEIN L.P. $5,234,802 0.14% 30,966
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $4,973,958 0.13% 29,423
Large Trexquant Investment LP $4,947,586 0.13% 29,267
Large IEQ CAPITAL, LLC $4,925,271 0.13% 29,135
Large Retirement Systems of Alabama Pension $4,758,081 0.12% 28,146
Large BANK OF NOVA SCOTIA Bank $4,733,400 0.12% 28,000
Mega BARCLAYS PLC $4,724,945 0.12% 27,950
Large Allspring Global Investments Holdings, LLC $4,636,703 0.12% 27,428
Large Allianz Asset Management GmbH $4,581,931 0.12% 27,104
Mid NICHOLAS COMPANY, INC. $4,426,574 0.12% 26,185
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $4,422,517 0.12% 26,161
Large Holocene Advisors, LP $4,392,426 0.12% 25,983
Mega FIRST TRUST ADVISORS LP $4,349,825 0.11% 25,731
Mid CAXTON ASSOCIATES LLP $4,222,361 0.11% 24,977
Mega CITADEL ADVISORS LLC $3,998,032 0.10% 23,650
Mega PRICE T ROWE ASSOCIATES INC /MD/ $3,926,862 0.10% 23,229
Large STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM Pension $3,834,054 0.10% 22,680
Large OSAIC HOLDINGS, INC. $3,822,726 0.10% 22,613
Mega ROYAL BANK OF CANADA Bank $3,798,719 0.10% 22,471
Mega VAN ECK ASSOCIATES CORP $3,711,661 0.10% 21,956
Key facts CIK 1289419 CUSIP 617700109 13F (30d) 8 filings 7 filers Visit website Investor relations

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