MorningstarMORN
13F holders, Q1 2024 (March 31)384holders
7famous investors
$308.24avg. 13F price*
At the end of Q1 2024, 384 institutions reported holding Morningstar Inc. (MORN) in their 13F filings. The largest holders were Select Equity Group, L.P. ($800.2M), Vanguard Group Inc. ($795.8M) and BlackRock Inc. ($754.6M). 7 famous investors held it, including Ron Baron (1.1% of Baron Capital (BAMCO)'s portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Morningstar Inc.
- CUSIP
- 617700109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $55.8M |
| Exits | 22 | $16.1M |
Ownership 384 holders
| Select Equity Group, L.P. | 2.89% | Reduce -13.0% | 2,594,894 | $800.2M |
| Vanguard Group Inc. | 0.02% | Add +0.2% | 2,580,713 | $795.8M |
| BlackRock Inc. | 0.02% | Add +2.3% | 2,447,222 | $754.6M |
| Morgan Stanley | 0.05% | Add +0.1% | 1,936,979 | $597.3M |
| Bank of America Corp. | 0.05% | Add +31.5% | 1,699,151 | $524.0M |
| Baron Capital (BAMCO) | 1.08% | Reduce -1.0% | 1,308,671 | $403.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.88% | Reduce -1.6% | 1,226,820 | $378.3M |
| Massachusetts Financial Services Co. | 0.10% | Add +1.8% | 1,094,680 | $337.6M |
| Wellington Management Group LLP | 0.04% | Add +55.1% | 790,041 | $243.6M |
| State Street Corp. | 0.01% | Add +4.0% | 771,444 | $237.9M |
| T. Rowe Price Associates Inc. | 0.03% | Reduce -3.8% | 684,743 | $211.2M |
| Wasatch Advisors LP | 0.91% | Add +5.3% | 562,099 | $173.3M |
| Geode Capital Management, LLC | 0.01% | Add +4.6% | 459,385 | $141.7M |
| FMR LLC | 0.01% | Add +9.5% | 447,489 | $138.0M |
| Liontrust Investment Partners LLP | 1.77% | Reduce -3.2% | 411,161 | $126.8M |
| Bank of New York Mellon Corp | 0.02% | Reduce -7.1% | 359,151 | $110.8M |
| Norges Bank | 0.01% | Add +1.8% | 305,207 | $94.1M |
| Allspring Global Investments Holdings, LLC | 0.14% | Add +2.1% | 291,490 | $89.9M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -9.7% | 267,353 | $82.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -3.4% | 263,212 | $81.2M |
| Royce & Associates LP | 0.62% | Add +0.6% | 224,994 | $69.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +30.9% | 213,753 | $65.9M |
| Principal Financial Group Inc. | 0.03% | Reduce -0.2% | 187,631 | $57.9M |
| Renaissance Technologies | 0.09% | Reduce -13.6% | 186,500 | $57.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.4% | 184,172 | $56.8M |
| Northern Trust Corp. | 0.01% | Reduce -12.0% | 171,468 | $52.9M |
| M&G PLC | 0.36% | — | 169,783 | $52.3M |
| American Capital Management Inc. | 1.42% | Add +0.4% | 143,256 | $44.2M |
| Praesidium Investment Management Company, LLC | 6.38% | Reduce -20.9% | 140,192 | $43.2M |
| Sei Investments Co. | 0.06% | Add +2.8% | 126,932 | $39.1M |
| Millennium Management | 0.03% | Add +8885.3% | 126,064 | $38.9M |
| Copeland Capital Management, LLC | 0.59% | Add +4.3% | 104,693 | $32.3M |
| Wells Fargo & Company | 0.01% | Add +0.3% | 102,054 | $31.5M |
| Parnassus Investments, LLC | 0.06% | No change | 94,728 | $29.2M |
| Nuveen Asset Management, LLC | 0.01% | Add +1.4% | 87,876 | $27.1M |
| Cramer Rosenthal McGlynn LLC | 1.43% | Reduce -7.6% | 85,435 | $26.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +104.4% | 80,807 | $24.9M |
| Rhumbline Advisers | 0.02% | Reduce -3.3% | 74,880 | $23.1M |
| Confluence Investment Management LLC | 0.28% | Reduce -4.7% | 68,054 | $21.0M |
| Nordea Investment Management AB | 0.02% | Reduce -0.7% | 65,167 | $20.1M |
| Chicago Capital, LLC | 0.56% | Reduce -1.1% | 59,168 | $18.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +8.7% | 50,984 | $15.7M |
| Swiss National Bank | 0.01% | Add +0.2% | 50,600 | $15.6M |
| Credit Suisse AG/ | 0.01% | Add +0.7% | 47,934 | $14.8M |
| DF Dent & Co. Inc. | 0.18% | Reduce -0.6% | 47,169 | $14.5M |
| California Public Employees Retirement System | 0.01% | Add +16.4% | 46,416 | $14.3M |
| CI Investments Inc. | 0.05% | Add +1.5% | 44,502 | $13.7M |
| Scout Investments, Inc. | 0.32% | Add +75.8% | 42,549 | $13.0M |
| Townsquare Capital LLC | 0.19% | Add +32.0% | 41,583 | $12.8M |
| Bank of Nova Scotia | 0.03% | Add +81.8% | 41,567 | $12.8M |
| Legal & General Group Plc | 0.00% | Add +1.0% | 41,533 | $12.8M |
| Invesco Ltd. | 0.00% | Reduce -30.4% | 41,032 | $12.7M |
| Asset Management One Co., Ltd. | 0.04% | Reduce -4.8% | 36,435 | $11.2M |
| Coronation Fund Managers Ltd. | 0.30% | Reduce -8.9% | 35,811 | $11.0M |
| Barclays PLC | 0.00% | Add +46.8% | 34,993 | $10.8M |
| American International Group, Inc. | 0.04% | Reduce -2.0% | 34,693 | $10.7M |
| Balyasny Asset Management L.P. | 0.03% | Reduce -48.9% | 34,465 | $10.6M |
| Alliancebernstein L.P. | 0.00% | Add +1.9% | 34,244 | $10.6M |
| Retirement Systems of Alabama | 0.04% | Add +0.3% | 32,709 | $10.1M |
| Barlow Wealth Partners, LLC | 1.37% | Add +3.2% | 32,918 | $10.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -84.8% | 30,847 | $9.5M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.03% | New | 29,413 | $9.1M |
| Congress Asset Management Co. | 0.06% | New | 29,387 | $9.1M |
| First Trust Advisors LP | 0.01% | Add +165.4% | 29,157 | $9.0M |
| Natixis | 0.05% | Add +7.4% | 29,000 | $8.9M |
| Segall Bryant & Hamill, LLC | 0.17% | Reduce -2.4% | 28,935 | $8.9M |
| National Bank of Canada | 0.01% | Add +21.9% | 28,229 | $8.4M |
| Kornitzer Capital Management Inc. | 0.15% | Reduce -3.7% | 26,781 | $8.3M |
| Nicholas Company, Inc. | 0.13% | Add +0.0% | 26,310 | $8.1M |
| California State Teachers Retirement System | 0.01% | Reduce -5.2% | 25,660 | $7.9M |
| Cubist Systematic Strategies, LLC | 0.09% | New | 25,203 | $7.8M |
| Marks Group Wealth Management, Inc | 0.78% | Add +1.4% | 24,349 | $7.5M |
| Motley Fool Wealth Management, LLC | 0.38% | Reduce -0.9% | 23,786 | $7.3M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +7.2% | 23,477 | $7.2M |
| Texas Permanent School Fund Corp. | 0.06% | Add +1.3% | 22,796 | $7.0M |
| Russell Investments Group, Ltd. | 0.01% | Add +0.4% | 22,413 | $6.9M |
| Southeast Asset Advisors, LLC | 0.76% | Reduce -7.5% | 20,548 | $6.3M |
| Fisher Asset Management | 0.00% | Reduce -12.9% | 19,993 | $6.2M |
| UBS Group AG | 0.00% | Add +72.0% | 19,446 | $6.0M |
| Capitolis Liquid Global Markets LLC | 0.09% | New | 19,000 | $5.9M |
| Stifel Financial Corp. | 0.01% | Add +2.0% | 18,582 | $5.7M |
| Daiwa Securities Group Inc. | 0.03% | Reduce -24.0% | 17,945 | $5.5M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +12.7% | 17,696 | $5.5M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +0.8% | 26,641 | $5.4M |
| New York State Common Retirement Fund | 0.01% | Reduce -8.2% | 17,493 | $5.4M |
| Man Group plc | 0.01% | Reduce -14.6% | 17,430 | $5.4M |
| Algert Global LLC | 0.21% | Add +5.9% | 17,391 | $5.4M |
| Raymond James & Associates | 0.00% | Add +1.5% | 16,155 | $5.0M |
| HighTower Advisors, LLC | 0.01% | Add +73.7% | 15,954 | $4.9M |
| Mutual of America Capital Management LLC | 0.05% | Reduce -3.6% | 15,518 | $4.8M |
| Neuberger Berman Group LLC | 0.00% | Add +21.4% | 15,488 | $4.8M |
| MetLife Investment Management, LLC | 0.03% | Reduce -2.4% | 15,365 | $4.7M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -57.3% | 14,958 | $4.6M |
| State of Alaska, Department of Revenue | 0.05% | No change | 14,887 | $4.6M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 14,787 | $4.6M |
| Motley Fool Asset Management LLC | 0.29% | Reduce -2.6% | 14,785 | $4.6M |
| Amalgamated Bank | 0.04% | Reduce -21.8% | 14,468 | $4.5M |
| Victory Capital Management Inc. | 0.00% | Reduce -8.8% | 14,216 | $4.4M |
| YHB Investment Advisors, Inc. | 0.38% | Reduce -0.4% | 14,037 | $4.3M |
| ING Groep NV | 0.03% | New | 14,000 | $4.3M |
"% of holder's portfolio" is MORN's weight in each manager's 13F, not the share of Morningstar Inc. the manager owns.