Latest Period
Q1 2026
Security Snapshot
Morningstar, Inc. - Common Stock (MORN) Institutional Ownership
CUSIP: 617700109
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
439
Shares (Excl. Options)
23,563,787
Price
$169.05
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- Security type / class
- Equity / Common Stock
- Symbol
- MORN on Nasdaq
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 23,563,787
- Total 13F value
- $3,984,041,733
- Portfolio coverage rank
- 0%
- Share change
- -531,110
- Value change
- -$156,086,833
- Number of holders
- 439
- Shares outstanding
- 39,550,589
- SEC-reported price per share
- $177.63
- Insider filing price
- $177.63
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 is tracked under CUSIP 617700109.
- 439 institutions reported positions in Q1 2026.
- 2 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 473 to 439 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $5,267,052,834 to $3,984,041,733.
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 439 institutions filings for Q1 2026.
Security key
617700109
Latest holder period
Q1 2026
13F holders
439
13D/G owners
2
CIK / CUSIP context first
Open Q1 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
2
Security
MORN
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Mansueto Joseph D | 38% | +3.6% | $3,240,039,728 | -$27,766,785 | 14,909,759 | -0.85% | Joseph D. Mansueto | 31 Dec 2025 |
| Mansueto Daniel | 9.5% | +16% | $816,500,167 | +$72,757,126 | 3,757,306 | +9.8% | Daniel Mansueto | 31 Dec 2025 |
As of 31 Mar 2026, 439 institutional investors reported holding 23,563,787 shares of Morningstar, Inc. - Common Stock (MORN). This represents 60% of the company’s total 39,550,589 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
42%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5.9% | 2,338,218 | -1.1% | 0.01% | $395,275,707 |
| MORGAN STANLEY | 4.4% | 1,730,548 | -14% | 0.02% | $292,549,258 |
| WELLINGTON MANAGEMENT GROUP LLP | 4.2% | 1,662,405 | +46% | 0.05% | $281,029,566 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.7% | 1,051,820 | 0% | 0.01% | $177,810,171 |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.5% | 989,467 | 0% | 0% | $167,269,396 |
| TWO SIGMA INVESTMENTS, LP | 2.2% | 859,459 | +125% | 0.12% | $145,291,544 |
| BAMCO INC /NY/ | 1.9% | 759,515 | -39% | 0.39% | $128,396,011 |
| STATE STREET CORP | 1.9% | 735,574 | -1.5% | 0% | $124,348,785 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1.6% | 645,384 | +581327% | 0.43% | $109,102,164 |
| Select Equity Group, L.P. | 1.6% | 637,723 | -58% | 0.57% | $107,807,073 |
| AQR CAPITAL MANAGEMENT LLC | 1.6% | 623,629 | -31% | 0.05% | $105,206,293 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.5% | 599,222 | +0.38% | 0.01% | $101,316,057 |
| DIMENSIONAL FUND ADVISORS LP | 1.3% | 517,769 | +9.7% | 0.02% | $87,513,841 |
| RENAISSANCE TECHNOLOGIES LLC | 1.1% | 448,870 | +39% | 0.12% | $75,881,474 |
| JPMORGAN CHASE & CO | 1.1% | 430,056 | +18% | 0% | $70,817,321 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1% | 394,931 | +39% | 0.04% | $66,763,086 |
| JANE STREET GROUP, LLC | 0.84% | 333,861 | -21% | 0.06% | $56,439,202 |
| MILLENNIUM MANAGEMENT LLC | 0.82% | 323,006 | -6.1% | 0.04% | $54,604,164 |
| Invesco Ltd. | 0.72% | 285,130 | +4.8% | 0.01% | $48,201,228 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 0.64% | 254,739 | -30% | 0.02% | $42,854,502 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.54% | 213,823 | +13% | 0.01% | $36,146,778 |
| GOLDMAN SACHS GROUP INC | 0.53% | 210,402 | +85% | 0% | $35,568,470 |
| SEI INVESTMENTS CO | 0.48% | 189,302 | +219% | 0.03% | $32,002,354 |
| Quantinno Capital Management LP | 0.47% | 186,946 | -0.96% | 0.05% | $31,603,292 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.47% | 186,048 | +593% | 0.04% | $31,451,414 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 23,563,787 | $3,984,041,733 | -$156,086,833 | $169.05 | 439 |
| 2025 Q4 | 24,238,391 | $5,267,052,834 | -$128,864,603 | $217.31 | 473 |
| 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 |
| 2020 Q1 | 20,150,269 | $2,342,208,627 | +$7,531,906 | $116.25 | 213 |