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 |
| Jane Street Group, LLC | 0.01% | Reduce -50.5% | 13,579 | $4.2M |
| Henshaw Capital LLC | 0.19% | Add +0.1% | 13,434 | $4.1M |
| Ensign Peak Advisors, Inc | 0.01% | Add +16.8% | 13,375 | $4.1M |
| Bank of Montreal | 0.00% | Add +185.2% | 13,295 | $4.1M |
| SG Americas Securities, LLC | 0.02% | Add +506.1% | 13,202 | $4.1M |
| Azzad Asset Management Inc. | 0.45% | Reduce -15.7% | 12,645 | $3.9M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 12,500 | $3.9M |
| Corient Private Wealth LP | 0.01% | Reduce -0.7% | 12,498 | $3.9M |
| Citigroup Inc. | 0.00% | Add +99.1% | 12,385 | $3.8M |
| Commerce Bank | 0.03% | Reduce -1.8% | 12,345 | $3.8M |
| Prudential Financial Inc. | 0.01% | Add +158.2% | 12,216 | $3.8M |
| State of Wisconsin Investment Board | 0.01% | Reduce -9.5% | 11,930 | $3.7M |
| Janus Henderson Group PLC | 0.00% | Add +0.0% | 11,880 | $3.7M |
| Yousif Capital Management, LLC | 0.04% | Reduce -1.9% | 11,871 | $3.7M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +704.1% | 11,756 | $3.6M |
| Cardinal Capital Management | 0.59% | Add +9.8% | 11,740 | $3.6M |
| Treasurer of the State of North Carolina | 0.02% | Add +0.7% | 11,482 | $3.5M |
| Duality Advisers, LP | 0.35% | Reduce -19.5% | 11,401 | $3.5M |
| Comerica Bank | 0.02% | Reduce -3.2% | 11,378 | $3.5M |
| US Bancorp \de | 0.00% | Reduce -1.1% | 11,266 | $3.5M |
| 1832 Asset Management L.P. | 0.01% | No change | 11,200 | $3.5M |
| AQR Capital Management | 0.01% | Add +95.4% | 10,995 | $3.4M |
| Voya Investment Management LLC | 0.00% | Reduce -4.0% | 10,869 | $3.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +3.9% | 10,840 | $3.3M |
| Qube Research & Technologies Ltd | 0.01% | New | 10,815 | $3.3M |
| Cerity Partners LLC | 0.01% | Add +252.1% | 10,664 | $3.3M |
| M&T Bank Corp | 0.01% | Reduce -0.3% | 10,436 | $3.2M |
| Kensington Investment Counsel, LLC | 1.45% | Add +24.1% | 10,322 | $3.2M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -8.5% | 9,973 | $3.1M |
| Ceera Investments, LLC | 1.33% | Reduce -1.4% | 9,846 | $3.0M |
| Polen Capital Management LLC | 0.01% | Reduce -32.3% | 9,331 | $2.9M |
| Susquehanna Portfolio Strategies, LLC | 0.07% | No change | 9,147 | $2.8M |
| Jump Financial, LLC | 0.07% | Add +39.0% | 8,610 | $2.7M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | Add +1.1% | 8,604 | $2.7M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 8,420 | $2.6M |
| Redmond Asset Management, LLC | 0.82% | Reduce -0.3% | 8,335 | $2.6M |
| Pathstone Holdings, LLC | 0.01% | Add +50.9% | 8,295 | $2.6M |
| Atria Investments, Inc | 0.04% | Reduce -5.3% | 8,268 | $2.5M |
| Oppenheimer Asset Management Inc. | 0.04% | Reduce -25.1% | 8,189 | $2.5M |
| CW Advisors, LLC | 0.04% | New | 7,915 | $2.4M |
| George Kaiser Family Foundation | 0.45% | No change | 7,638 | $2.4M |
| Bright Rock Capital Management, LLC | 0.48% | No change | 7,500 | $2.3M |
| Louisiana State Employees Retirement System | 0.04% | Add +2.7% | 7,500 | $2.3M |
| Linden Thomas Advisory Services, LLC | 0.37% | Add +0.2% | 7,391 | $2.3M |
| Thrivent Financial for Lutherans | 0.00% | Add +10.6% | 7,194 | $2.2M |
| Arizona State Retirement System | 0.01% | Reduce -1.6% | 7,041 | $2.2M |
| Quantbot Technologies LP | 0.12% | Add +80.5% | 6,914 | $2.1M |
| Two Sigma Investments, LP | 0.01% | Reduce -4.2% | 6,800 | $2.1M |
| Norden Group LLC | 0.42% | Add +70.5% | 6,752 | $2.1M |
| Empire Life Investments Inc. | 0.13% | No change | 6,659 | $2.1M |
| Oregon Public Employees Retirement Fund | 0.04% | Reduce -12.8% | 6,417 | $2.0M |
| State of Michigan Retirement System | 0.01% | Add +3.2% | 6,400 | $2.0M |
| Cibc World Markets Corp. | 0.01% | New | 6,386 | $2.0M |
| Gotham Asset Management | 0.03% | Add +115.5% | 6,272 | $1.9M |
| Ashford Capital Management Inc. | 0.26% | Reduce -21.7% | 6,171 | $1.9M |
| ClariVest Asset Management LLC | 0.20% | Reduce -0.9% | 6,120 | $1.9M |
| Sepio Capital, LP | 0.16% | Reduce -0.1% | 6,114 | $1.9M |
| BNP Paribas Financial Markets | 0.00% | Add +104.2% | 6,114 | $1.9M |
| New York State Teachers Retirement System | 0.00% | Add +3.5% | 6,000 | $1.9M |
| Northwestern Mutual Investment Management Company, LLC | 0.05% | Add +0.3% | 5,810 | $1.8M |
| MML Investors Services, LLC | 0.01% | Add +10.4% | 5,770 | $1.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.3% | 5,762 | $1.8M |
| Ameritas Investment Partners, Inc. | 0.06% | No change | 5,751 | $1.8M |
| Portside Wealth Group, LLC | 0.32% | Add +20.6% | 5,599 | $1.7M |
| Handelsbanken Fonder AB | 0.01% | No change | 5,572 | $1.7M |
| Xponance LLC | 0.02% | Reduce -3.4% | 5,464 | $1.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -6.1% | 5,271 | $1.6M |
| New Mexico Educational Retirement Board | 0.06% | No change | 5,200 | $1.6M |
| CIBC Private Wealth Group LLC | 0.00% | Add +19.8% | 5,179 | $1.6M |
| Buckingham Strategic Wealth, LLC | 0.02% | Reduce -0.2% | 5,022 | $1.5M |
| Bessemer Group Inc. | 0.00% | Reduce -9.7% | 4,927 | $1.5M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.02% | Add +132.4% | 4,792 | $1.5M |
| STRS Ohio | 0.01% | New | 4,634 | $1.4M |
| Blair William & Co. | 0.00% | Reduce -9.1% | 4,616 | $1.4M |
| BCGM Wealth Management, LLC | 0.50% | Add +4.5% | 4,500 | $1.4M |
| Alliance Wealth Advisors, LLC | 0.41% | Add +76.4% | 4,483 | $1.4M |
| Utah Retirement Systems | 0.02% | No change | 4,431 | $1.4M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -0.5% | 4,403 | $1.4M |
| Martin Capital Advisors, LLP | 1.05% | No change | 4,356 | $1.3M |
| Campbell & CO Investment Adviser LLC | 0.11% | Reduce -51.8% | 4,120 | $1.3M |
| Two Sigma Advisers, LP | 0.00% | Reduce -34.4% | 4,000 | $1.2M |
| Baker Tilly Wealth Management, LLC | 0.22% | Add +5.0% | 3,961 | $1.2M |
| Magnetar Financial LLC | 0.03% | Reduce -21.4% | 3,956 | $1.2M |
| Pacer Advisors, Inc. | 0.00% | Add +1.8% | 3,914 | $1.2M |
| Tidal Investments LLC | 0.02% | New | 3,913 | $1.2M |
| Black Creek Investment Management Inc. | 0.04% | No change | 3,900 | $1.2M |
| Truist Financial Corp. | 0.00% | Add +89.6% | 3,804 | $1.2M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.13% | Add +22.8% | 3,677 | $1.1M |
| LPL Financial LLC | 0.00% | Reduce -51.8% | 3,601 | $1.1M |
| Teacher Retirement System of Texas | 0.01% | Add +8.0% | 3,575 | $1.1M |
| Scientech Research LLC | 0.54% | New | 3,283 | $1.0M |
| Accretive Wealth Partners, LLC | 0.44% | Add +3.1% | 3,415 | $1.0M |
| Pictet Asset Management Holding SA | 0.00% | Add +12.0% | 3,255 | $1.0M |
| Advisory Services Network, LLC | 0.02% | Reduce -5.7% | 3,248 | $1.0M |
| HSBC Holdings PLC | 0.00% | Add +5.8% | 3,236 | $997K |
| Central Pacific Bank - Trust Division | 0.13% | — | 3,196 | $979K |
| Covey Capital Advisors, LLC | 1.16% | Reduce -9.1% | 3,127 | $964K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -5.6% | 3,058 | $943K |
| Bradley Foster & Sargent Inc. | 0.02% | No change | 3,021 | $932K |
| Legacy Advisors, LLC | 0.12% | Add +8.1% | 2,976 | $918K |
| Trexquant Investment LP | 0.02% | New | 2,883 | $889K |
| Creative Planning | 0.00% | Add +5.1% | 2,831 | $873K |
| Aquatic Capital Management LLC | 0.03% | Add +600.0% | 2,800 | $863K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,787 | $859K |
| Federated Hermes, Inc. | 0.00% | Reduce -5.7% | 2,784 | $859K |
| Avantax Advisory Services, Inc. | 0.01% | Add +8.3% | 2,764 | $852K |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -0.4% | 2,747 | $847K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 2,600 | $802K |
| Simon Quick Advisors, LLC | 0.06% | No change | 2,534 | $781K |
| American Century Companies Inc. | 0.00% | Add +39.4% | 2,437 | $751K |
| Seeds Investor LLC | 0.69% | Reduce -26.7% | 2,416 | $745K |
| Cetera Investment Advisers | 0.00% | Add +180.3% | 2,366 | $730K |
| Ethic Inc. | 0.02% | Add +104.3% | 2,325 | $717K |
| PDT Partners, LLC | 0.07% | No change | 2,311 | $713K |
| Franklin Resources Inc. | 0.00% | Reduce -20.6% | 2,277 | $702K |
| Inceptionr LLC | 0.18% | Add +103.7% | 2,247 | $693K |
| Planning Alternatives Ltd. | 0.11% | No change | 2,205 | $680K |
| Securian Asset Management, Inc. | 0.02% | No change | 2,204 | $680K |
| SYSTM Wealth Solutions LLC | 0.09% | Add +12723.5% | 2,180 | $672K |
| Captrust Financial Advisors | 0.00% | Reduce -76.3% | 2,174 | $670K |
| Twin Tree Management, LP | 0.01% | Reduce -14.2% | 2,150 | $663K |
| Gateway Investment Advisers LLC | 0.01% | No change | 2,128 | $656K |
| Precision Wealth Strategies, LLC | 0.62% | Add +35.3% | 2,123 | $655K |
| Susquehanna Fundamental Investments, LLC | 0.03% | New | 2,122 | $654K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -72.4% | 2,102 | $648K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +1.7% | 2,059 | $635K |
| Procyon Advisors, LLC | 0.05% | Reduce -8.4% | 2,057 | $634K |
| Exchange Traded Concepts, LLC | 0.02% | New | 2,037 | $628K |
| Graham Capital Management, L.P. | 0.03% | New | 2,028 | $625K |
| Point72 Hong Kong Ltd | 0.03% | Reduce -78.1% | 1,952 | $602K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -66.9% | 1,944 | $599K |
| Quantinno Capital Management LP | 0.01% | Add +6.2% | 1,924 | $593K |
| Equitable Trust Co. | 0.04% | No change | 1,871 | $577K |
| Diversify Advisory Services, LLC | 0.03% | — | 1,878 | $575K |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 1,836 | $566K |
| Maryland State Retirement & Pension System | 0.01% | No change | 1,914 | $565K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.24% | No change | 1,800 | $555K |
| Gibbs Wealth Management | 0.32% | — | 1,786 | $551K |
| Verition Fund Management LLC | 0.01% | Add +64.6% | 1,771 | $546K |
| Park Avenue Securities LLC | 0.01% | Reduce -6.0% | 1,665 | $513K |
| Deutsche Bank AG | 0.00% | Reduce -30.9% | 1,662 | $513K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +18.5% | 1,622 | $500K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -59.1% | 1,600 | $493K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.1% | 1,559 | $481K |
| Engineers Gate Manager LP | 0.01% | Reduce -26.7% | 1,546 | $477K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.6% | 1,476 | $455K |
| Connable Office Inc. | 0.05% | No change | 1,470 | $453K |
| Benjamin Edwards Inc. | 0.09% | Add +39.5% | 1,467 | $452K |
| Baird Financial Group, Inc. | 0.00% | Reduce -14.3% | 1,448 | $447K |
| Raymond James Trust N.A. | 0.01% | Reduce -0.2% | 1,445 | $446K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +87.7% | 1,417 | $437K |
| Bank of Stockton | 0.13% | Reduce -24.0% | 1,389 | $428K |
| Entropy Technologies, LP | 0.05% | New | 1,386 | $427K |
| Edgestream Partners, L.P. | 0.02% | New | 1,383 | $426K |
| Virtu Financial LLC | 0.03% | New | 1,316 | $406K |
| PNC Financial Services Group, Inc. | 0.00% | Add +7.3% | 1,311 | $404K |
| Maven Securities LTD | 0.02% | New | 1,300 | $401K |
| Fiduciary Trust Co | 0.01% | No change | 1,292 | $398K |
| Mariner, LLC | 0.00% | Add +5.8% | 1,285 | $396K |
| ProShare Advisors LLC | 0.00% | Reduce -7.2% | 1,272 | $392K |
| Cadent Capital Advisors, LLC | 0.15% | No change | 1,233 | $380K |
| Welch & Forbes LLC | 0.01% | No change | 1,225 | $378K |
| Ballentine Partners, LLC | 0.01% | Add +1.0% | 1,215 | $375K |
| Parallel Advisors, LLC | 0.01% | Add +10.8% | 1,209 | $373K |
| Pearl River Capital, LLC | 0.06% | New | 1,174 | $362K |
| Petrus Trust Company, LTA | 0.03% | New | 1,151 | $355K |
| Capital Investment Counsel, Inc | 0.06% | No change | 1,150 | $355K |
| AlphaQuest LLC | 0.06% | New | 1,145 | $353K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +60.8% | 1,140 | $352K |
| Heartland Bank & Trust Co | 0.20% | No change | 1,130 | $348K |
| XTX Topco Ltd | 0.05% | New | 1,115 | $344K |
| Wallace Advisory Group, LLC | 0.26% | Add +7.4% | 1,196 | $342K |
| Cwm, LLC | 0.00% | Add +241.7% | 1,107 | $341K |
| Shelton Capital Management | 0.01% | Reduce -3.4% | 1,100 | $339K |
| Kenora Financial, LLC | 0.14% | Add +2.9% | 1,038 | $320K |
| Profund Advisors LLC | 0.01% | Add +22.1% | 1,032 | $318K |
| Cresset Asset Management, LLC | 0.00% | New | 1,011 | $312K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -6.2% | 1,000 | $310K |
| Bard Financial Services, Inc. | 0.03% | No change | 1,000 | $308K |
| FirstPurpose Wealth LLC | 0.11% | Add +30.9% | 953 | $298K |
| Harvest Fund Management Co., Ltd | 0.03% | Add +115.1% | 910 | $280K |
| Quadrature Capital Ltd | 0.00% | Reduce -94.4% | 872 | $269K |
| Shell Asset Management Co. | 0.01% | Reduce -9.0% | 888 | $263K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -5.0% | 851 | $262K |
| Royal Bank of Canada | 0.00% | Reduce -51.7% | 814 | $252K |
| Panagora Asset Management Inc. | 0.00% | No change | 800 | $247K |
| Edge Financial Advisors LLC | 0.22% | — | 798 | $246K |
| Cannell & Spears LLC | 0.01% | No change | 796 | $245K |
| CIBC Asset Management Inc | 0.00% | No change | 748 | $231K |
| Principal Securities, Inc. | 0.01% | Add +633.7% | 741 | $229K |
| Glenmede Trust Co. NA | 0.00% | New | 740 | $228K |
| Dundas Partners LLP | 0.02% | Add +21.9% | 729 | $225K |
| Claret Asset Management Corp | 0.04% | Reduce -7.3% | 711 | $219K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 703 | $217K |
| Glenview Trust Co | 0.00% | New | 696 | $215K |
| Symmetry Partners, LLC | 0.02% | New | 677 | $209K |
| Harbor Capital Advisors, Inc. | 0.03% | Add +21.7% | 667 | $206K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | New | 667 | $206K |
| Ritholtz Wealth Management | 0.01% | New | 651 | $201K |
| HM Payson & Co. | 0.00% | Reduce -25.0% | 600 | $185K |
| Quadrant Capital Group LLC | 0.01% | Reduce -1.0% | 593 | $183K |
| North Star Investment Management Corp. | 0.01% | Reduce -4.2% | 577 | $178K |
| KBC Group NV | 0.00% | Add +17.0% | 557 | $172K |
| Osaic Holdings, Inc. | 0.00% | Reduce -84.3% | 508 | $157K |
| Signaturefd, LLC | 0.00% | No change | 418 | $129K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 375 | $116K |
| Boit C F David | 0.06% | No change | 400 | $115K |
| UMB Bank, n.a. | 0.00% | Add +2.1% | 347 | $107K |
| State of Wyoming | 0.02% | New | 328 | $101K |
| Bokf, NA | 0.00% | No change | 325 | $100K |
| Fifth Third Bancorp | 0.00% | Add +0.9% | 234 | $72K |
| CVA Family Office, LLC | 0.01% | No change | 228 | $70K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 222 | $68K |
| Headlands Technologies LLC | 0.02% | New | 214 | $66K |
| Versant Capital Management, Inc | 0.02% | No change | 201 | $62K |
| First Horizon Advisors, Inc. | 0.00% | No change | 178 | $55K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +6.0% | 176 | $54K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +41.7% | 170 | $52K |
| Whittier Trust Co. | 0.00% | No change | 151 | $47K |
| Nisa Investment Advisors, LLC | 0.00% | Add +9.2% | 142 | $44K |
| Quent Capital, LLC | 0.01% | No change | 141 | $43K |
| GAMMA Investing LLC | 0.01% | Add +5.6% | 132 | $41K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 125 | $39K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 120 | $37K |
| Citadel Advisors | 0.00% | New | 108 | $33K |
| Grove Bank & Trust | 0.01% | No change | 100 | $31K |
| Allworth Financial LP | 0.00% | Add +10.7% | 93 | $29K |
| NewEdge Advisors, LLC | 0.00% | Add +18.2% | 91 | $28K |
| Private Trust Co. NA | 0.00% | No change | 84 | $26K |
| Bradley & Co. Private Wealth Management, LLC | 0.02% | No change | 83 | $26K |
| Acadian Asset Management LLC | 0.00% | Reduce -85.6% | 84 | $25K |
| Bell Investment Advisors, Inc | 0.00% | No change | 79 | $24K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 76 | $23K |
| Rise Advisors, LLC | 0.01% | New | 76 | $23K |
| CENTRAL TRUST Co | 0.00% | Reduce -42.3% | 75 | $23K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 70 | $22K |
| Quarry LP | 0.01% | New | 66 | $20K |
| Creative Financial Designs Inc. | 0.00% | No change | 63 | $19K |
| Centerpoint Advisors, LLC | 0.01% | No change | 62 | $19K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 63 | $19K |
| Lindbrook Capital, LLC | 0.00% | No change | 52 | $16K |
| Covestor Ltd | 0.01% | Reduce -3.9% | 49 | $15K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 48 | $15K |
| Wolff Wiese Magana LLC | 0.01% | No change | 39 | $12K |
| Jones Financial Companies LLLP | 0.00% | New | 38 | $12K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 31 | $10K |
| IFP Advisors, Inc | 0.00% | Reduce -23.1% | 30 | $9K |
| Blue Trust, Inc. | 0.00% | Reduce -29.7% | 26 | $8K |
| FinTrust Capital Advisors, LLC | 0.00% | New | 24 | $7K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -7.7% | 24 | $7K |
| Venturi Wealth Management, LLC | 0.00% | Add +14.3% | 24 | $7K |
| LGT Financial Advisors LLC | 0.01% | No change | 23 | $7K |
| Webster Bank, N. A. | 0.00% | New | 22 | $7K |
| Farther Finance Advisors, LLC | 0.00% | No change | 22 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +283.3% | 23 | $7K |
| Global Retirement Partners, LLC | 0.00% | Add +66.7% | 20 | $6K |
| Kiely Wealth Advisory Group, Inc. | 0.00% | No change | 20 | $6K |
| Macquarie Group Ltd. | 0.00% | New | 16 | $5K |
| Atlantic Private Wealth, LLC | 0.00% | No change | 16 | $5K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 15 | $5K |
| Avior Wealth Management, LLC | 0.00% | New | 15 | $5K |
| Amundi | 0.00% | No change | 15 | $4K |
| Sachetta, LLC | 0.00% | No change | 15 | $4K |
| Asset Dedication, LLC | 0.00% | No change | 13 | $4K |
| Mather Group, Llc. | 0.00% | New | 13 | $4K |
| West Paces Advisors Inc. | 0.00% | New | 10 | $3K |
| Tortoise Investment Management, LLC | 0.00% | New | 9 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +14.3% | 8 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 8 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 7 | $2K |
| First PREMIER Bank | 0.00% | New | 7 | $2K |
| SJS Investment Consulting Inc. | 0.00% | No change | 6 | $2K |
| Harbour Investments, Inc. | 0.00% | Add +50.0% | 6 | $2K |
| Montag A & Associates Inc. | 0.00% | New | 6 | $2K |
| WealthCollab, LLC | 0.00% | No change | 5 | $2K |
| Manchester Capital Management LLC | 0.00% | No change | 5 | $2K |
| JNBA Financial Advisors | 0.00% | No change | 5 | $2K |
| Carolinas Wealth Consulting LLC | 0.00% | New | 4 | $1K |
| Rakuten Securities, Inc. | 0.00% | New | 4 | $1K |
| Arax Advisory Partners | 0.00% | No change | 3 | $926 |
| Smartleaf Asset Management LLC | 0.00% | New | 3 | $924 |
| Albion Financial Group | 0.00% | New | 2 | $617 |
| TFC Financial Management, Inc. | 0.00% | New | 1 | $309 |
| Parkside Financial Bank & Trust | 0.00% | No change | 1 | $309 |
"% of holder's portfolio" is MORN's weight in each manager's 13F, not the share of Morningstar Inc. the manager owns.