Latest Period
Q2 2026
Security Snapshot
Morningstar, Inc. - Common stock, no par value (MORN) Institutional Ownership
CUSIP: 617700109
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
413
Shares (Excl. Options)
24,172,785
Price
$156.02
Save this security page for your next review
Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.
- Security type / class
- Equity / Common stock, no par value
- Symbol
- MORN on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 24,172,785
- Total 13F value
- $3,773,219,858
- Portfolio coverage rank
- 0%
- Share change
- +683,925
- Value change
- +$86,607,391
- Number of holders
- 413
- Shares outstanding
- 38,034,196
- SEC-reported price per share
- $194.12
- Insider filing price
- $194.12
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- MORN - Morningstar, Inc. - Common stock, no par value is tracked under CUSIP 617700109.
- 413 institutions reported positions in Q2 2026.
- 3 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 444 to 413 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $3,985,349,726 to $3,773,219,858.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 413 institutions filings for Q2 2026.
Security key
617700109
Latest holder period
Q2 2026
13F holders
413
13D/G owners
3
CIK / CUSIP context first
Open Q2 2026 holders
MORN full holder history
Morningstar, Inc. SEC filings
Morningstar, Inc. company facts
Morningstar, Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 617700109:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
3
Security
MORN
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Mansueto Joseph D | 39% | +4.5% | $2,435,200,602 | -$33,110,000 | 14,709,759 | -1.3% | Joseph D. Mansueto | 30 Jun 2026 |
| Mansueto Daniel | 10% | +5% | $621,151,215 | -$870,793 | 3,752,046 | -0.14% | Daniel Mansueto | 29 Jul 2026 |
| BAMCO INC /NY/ | 9.2% | $579,283,620 | 3,499,146 | Baron Capital Group, Inc. | 30 Jun 2026 |
As of 30 Jun 2026, 413 institutional investors reported holding 24,172,785 shares of Morningstar, Inc. - Common stock, no par value (MORN). This represents 64% of the company’s total 38,034,196 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
47%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BAMCO INC /NY/ | 9.2% | 3,499,146 | +361% | 0.82% | $545,936,759 |
| BlackRock, Inc. | 5.5% | 2,081,736 | -11% | 0% | $324,792,409 |
| WELLINGTON MANAGEMENT GROUP LLP | 3.9% | 1,493,037 | -10% | 0.04% | $232,943,633 |
| MORGAN STANLEY | 3.9% | 1,484,135 | -14% | 0.01% | $231,555,301 |
| AQR CAPITAL MANAGEMENT LLC | 3.4% | 1,304,388 | +109% | 0.07% | $203,510,622 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.5% | 950,075 | -9.7% | 0.01% | $148,230,702 |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.4% | 894,406 | -9.6% | 0% | $139,545,224 |
| STATE STREET CORP | 1.9% | 716,473 | -2.6% | 0% | $111,784,117 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.5% | 578,315 | -3.5% | 0% | $90,244,525 |
| DIMENSIONAL FUND ADVISORS LP | 1.5% | 561,857 | +8.5% | 0.02% | $87,661,437 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1.5% | 557,955 | -14% | 0.32% | $87,052,139 |
| TWO SIGMA INVESTMENTS, LP | 1.3% | 484,249 | -44% | 0.06% | $75,552,529 |
| JANE STREET GROUP, LLC | 1.1% | 431,301 | +29% | 0.04% | $67,291,582 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.1% | 420,742 | +6.5% | 0.03% | $65,644,167 |
| KENSICO CAPITAL MANAGEMENT CORP | 0.75% | 284,100 | +110% | 0.76% | $44,325,282 |
| Invesco Ltd. | 0.68% | 259,287 | -9.1% | 0% | $40,453,958 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 0.64% | 244,324 | -4.1% | 0.01% | $37,936,294 |
| RENAISSANCE TECHNOLOGIES LLC | 0.63% | 238,770 | -47% | 0.05% | $37,252,895 |
| JPMORGAN CHASE & CO | 0.62% | 236,316 | -45% | 0% | $36,977,594 |
| Bank of New York Mellon Corp | 0.61% | 232,481 | +33% | 0.01% | $36,271,609 |
| Copeland Capital Management, LLC | 0.6% | 229,546 | +70% | 0.74% | $35,813,765 |
| UBS Group AG | 0.55% | 209,075 | +199% | 0.01% | $32,619,882 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.54% | 206,136 | -3.6% | 0% | $32,161,339 |
| Quantinno Capital Management LP | 0.53% | 203,220 | +8.7% | 0.04% | $31,706,536 |
| BANK OF AMERICA CORP /DE/ | 0.51% | 192,610 | +4.9% | 0% | $30,051,078 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 24,172,785 | $3,773,219,858 | +$86,607,391 | $156.02 | 413 |
| 2026 Q1 | 23,571,523 | $3,985,349,726 | -$155,123,775 | $169.05 | 444 |
| 2025 Q4 | 24,239,012 | $5,267,187,784 | -$128,864,603 | $217.31 | 474 |
| 2025 Q3 | 24,876,121 | $5,771,203,430 | -$260,619,843 | $232.01 | 446 |
| 2025 Q2 | 25,646,601 | $8,049,221,242 | +$231,389,873 | $313.93 | 475 |
| 2025 Q1 | 24,916,116 | $7,468,873,850 | -$251,060,163 | $299.87 | 458 |
| 2024 Q4 | 25,722,094 | $8,660,809,281 | -$60,621,264 | $336.76 | 448 |
| 2024 Q3 | 25,854,026 | $8,244,608,145 | +$7,578,991 | $319.12 | 408 |
| 2024 Q2 | 25,799,927 | $7,635,038,991 | +$34,974,985 | $295.85 | 391 |
| 2024 Q1 | 25,669,370 | $7,915,029,640 | +$146,478,373 | $308.37 | 383 |
| 2023 Q4 | 25,204,241 | $7,214,146,799 | -$325,303,734 | $286.24 | 352 |
| 2023 Q3 | 26,327,074 | $6,166,377,862 | +$466,215,648 | $234.24 | 321 |
| 2023 Q2 | 24,430,893 | $4,791,102,063 | +$104,979,165 | $196.07 | 292 |
| 2023 Q1 | 23,858,543 | $4,843,805,262 | +$27,570,564 | $203.03 | 300 |
| 2022 Q4 | 23,714,003 | $5,136,559,117 | +$283,179,597 | $216.59 | 316 |
| 2022 Q3 | 23,510,526 | $4,992,196,822 | +$14,983,083 | $212.32 | 308 |
| 2022 Q2 | 23,443,887 | $5,669,201,021 | +$10,619,391 | $241.83 | 316 |
| 2022 Q1 | 23,454,930 | $6,407,949,117 | +$70,843,510 | $273.17 | 327 |
| 2021 Q4 | 23,139,913 | $7,912,593,355 | +$189,902,705 | $341.99 | 337 |
| 2021 Q3 | 22,464,870 | $5,820,005,624 | +$159,144,703 | $259.03 | 312 |
| 2021 Q2 | 21,862,949 | $5,621,212,458 | +$103,860,902 | $257.11 | 292 |
| 2021 Q1 | 21,464,703 | $4,831,098,846 | +$69,914,451 | $225.04 | 303 |
| 2020 Q4 | 21,199,302 | $4,908,765,658 | +$169,644,265 | $231.57 | 293 |
| 2020 Q3 | 20,561,604 | $3,301,443,042 | -$30,404,134 | $160.61 | 260 |
| 2020 Q2 | 20,784,207 | $2,929,656,218 | +$96,936,961 | $140.97 | 244 |