MorningstarMORN
13F holders, Q2 2024 (June 30)392holders +8
41new positions
33sold out
7famous investors
$295.93avg. 13F price*
At the end of Q2 2024, 392 institutions reported holding Morningstar Inc. (MORN) in their 13F filings, up 8 from Q1 2024. 41 opened new positions and 33 sold out. The largest holders were Vanguard Group Inc. ($810.1M), BlackRock Inc. ($750.5M) and Select Equity Group, L.P. ($720.2M). 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 (0.1% 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $31.7M |
| Exits | 33 | $48.6M |
All 13F filers, Q1 2024 → Q2 2024: 1,378,077 shares bought and 1,270,776 shares sold, net +107,301 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 392 holders
| Vanguard Group Inc. | 0.02% | Add +6.1% | 2,738,173 | $810.1M |
| BlackRock Inc. | 0.02% | Add +3.6% | 2,536,665 | $750.5M |
| Select Equity Group, L.P. | 2.86% | Reduce -6.2% | 2,434,338 | $720.2M |
| Morgan Stanley | 0.05% | Add +4.3% | 2,020,233 | $597.7M |
| Bank of America Corp. | 0.04% | Reduce -10.2% | 1,526,590 | $451.6M |
| Baron Capital (BAMCO) | 1.11% | Reduce -0.1% | 1,306,937 | $386.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.82% | Reduce -8.0% | 1,129,104 | $334.0M |
| Massachusetts Financial Services Co. | 0.10% | Add +0.4% | 1,099,502 | $325.3M |
| Wellington Management Group LLP | 0.05% | Add +19.7% | 945,354 | $279.7M |
| State Street Corp. | 0.01% | Add +0.5% | 775,595 | $229.5M |
| T. Rowe Price Associates Inc. | 0.02% | Reduce 0.0% | 684,740 | $202.6M |
| Wasatch Advisors LP | 0.97% | Add +8.7% | 610,925 | $180.7M |
| Geode Capital Management, LLC | 0.01% | Add +6.0% | 486,974 | $144.7M |
| Liontrust Investment Partners LLP | 1.69% | Reduce -2.0% | 402,775 | $119.2M |
| FMR LLC | 0.01% | Reduce -19.3% | 361,257 | $106.9M |
| Bank of New York Mellon Corp | 0.02% | Reduce -8.7% | 327,902 | $97.0M |
| Norges Bank | 0.01% | Add +6.3% | 324,445 | $96.0M |
| Millennium Management | 0.08% | Add +154.0% | 320,186 | $94.7M |
| Allspring Global Investments Holdings, LLC | 0.14% | Reduce -3.1% | 282,534 | $83.6M |
| Dimensional Fund Advisors LP | 0.02% | Add +1.8% | 272,075 | $80.5M |
| JPMorgan Chase & Co. | 0.01% | Reduce -7.3% | 244,017 | $72.2M |
| Amundi | 0.02% | Add +1280000.0% | 192,015 | $57.9M |
| Northern Trust Corp. | 0.01% | Add +13.3% | 194,286 | $57.5M |
| Royce & Associates LP | 0.54% | Reduce -14.0% | 193,561 | $57.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.4% | 186,720 | $55.2M |
| Renaissance Technologies | 0.09% | Reduce -5.2% | 176,870 | $52.3M |
| M&G PLC | 0.35% | Add +2.0% | 173,105 | $51.2M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -20.2% | 170,596 | $50.5M |
| American Capital Management Inc. | 1.43% | Add +1.1% | 144,823 | $42.8M |
| Sei Investments Co. | 0.05% | Add +0.8% | 128,016 | $37.9M |
| Principal Financial Group Inc. | 0.02% | Reduce -41.4% | 109,940 | $32.5M |
| Copeland Capital Management, LLC | 0.58% | Add +0.3% | 104,968 | $31.1M |
| Praesidium Investment Management Company, LLC | 5.56% | Reduce -29.6% | 98,766 | $29.2M |
| Wells Fargo & Company | 0.01% | Reduce -12.0% | 89,828 | $26.6M |
| Citadel Advisors | 0.03% | Add +79446.3% | 85,910 | $25.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +61.8% | 82,474 | $24.4M |
| Cramer Rosenthal McGlynn LLC | 1.38% | Reduce -6.8% | 79,646 | $23.6M |
| Rhumbline Advisers | 0.02% | Add +1.2% | 75,749 | $22.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -9.7% | 72,997 | $21.6M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -18.1% | 71,924 | $21.3M |
| Parnassus Investments, LLC | 0.05% | Reduce -25.0% | 71,034 | $21.0M |
| Confluence Investment Management LLC | 0.28% | Reduce -4.5% | 64,975 | $19.2M |
| Chicago Capital, LLC | 0.51% | Reduce -1.2% | 58,442 | $17.3M |
| Nordea Investment Management AB | 0.02% | Reduce -10.3% | 58,474 | $17.3M |
| DF Dent & Co. Inc. | 0.21% | Add +16.1% | 54,783 | $16.2M |
| Swiss National Bank | 0.01% | Add +8.1% | 54,700 | $16.2M |
| California Public Employees Retirement System | 0.01% | Add +6.4% | 49,368 | $14.6M |
| CI Investments Inc. | 0.05% | Add +2.5% | 45,609 | $13.5M |
| Invesco Ltd. | 0.00% | Add +9.6% | 44,970 | $13.3M |
| Legal & General Group Plc | 0.00% | Add +5.0% | 43,612 | $12.9M |
| Scout Investments, Inc. | 0.34% | Add +0.8% | 42,893 | $12.7M |
| Bank of Montreal | 0.00% | Add +217.3% | 42,189 | $12.6M |
| Townsquare Capital LLC | 0.17% | Add +2.0% | 42,416 | $12.5M |
| NewEdge Wealth, LLC | 0.24% | New | 38,203 | $11.3M |
| Congress Asset Management Co. | 0.08% | Add +21.2% | 35,616 | $10.5M |
| Asset Management One Co., Ltd. | 0.04% | Reduce -2.1% | 35,660 | $10.5M |
| Alliancebernstein L.P. | 0.00% | Add +3.6% | 35,476 | $10.5M |
| Barlow Wealth Partners, LLC | 1.41% | Add +1.8% | 33,503 | $10.2M |
| First Trust Advisors LP | 0.01% | Add +15.9% | 33,788 | $10.0M |
| Segall Bryant & Hamill, LLC | 0.17% | Add +15.2% | 33,341 | $9.9M |
| Corebridge Financial, Inc. | 0.05% | — | 33,313 | $9.9M |
| Retirement Systems of Alabama | 0.04% | Reduce -1.6% | 32,182 | $9.5M |
| Assenagon Asset Management S.A. | 0.02% | New | 31,658 | $9.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.7% | 29,711 | $8.8M |
| Natixis | 0.05% | No change | 29,000 | $8.6M |
| California State Teachers Retirement System | 0.01% | Add +5.4% | 27,040 | $8.0M |
| Nicholas Company, Inc. | 0.13% | No change | 26,310 | $7.8M |
| Kornitzer Capital Management Inc. | 0.15% | Reduce -1.9% | 26,284 | $7.8M |
| Bank of Nova Scotia | 0.01% | Reduce -40.0% | 24,935 | $7.4M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -6.6% | 24,883 | $7.4M |
| Motley Fool Wealth Management, LLC | 0.37% | Add +4.3% | 24,808 | $7.3M |
| Marks Group Wealth Management, Inc | 0.77% | Add +1.3% | 24,667 | $7.3M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -1.5% | 23,118 | $6.8M |
| Balyasny Asset Management L.P. | 0.02% | Reduce -33.2% | 23,024 | $6.8M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -1.4% | 22,088 | $6.5M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +15.8% | 20,495 | $6.1M |
| Southeast Asset Advisors, LLC | 0.72% | Reduce -0.8% | 20,384 | $6.0M |
| Algert Global LLC | 0.20% | Add +16.7% | 20,289 | $6.0M |
| Fisher Asset Management | 0.00% | Add +0.1% | 20,008 | $5.9M |
| Man Group plc | 0.02% | Add +9.5% | 19,083 | $5.6M |
| Capitolis Liquid Global Markets LLC | 0.07% | No change | 19,000 | $5.6M |
| Stifel Financial Corp. | 0.01% | Add +1.0% | 18,770 | $5.6M |
| New York State Common Retirement Fund | 0.01% | Add +2.0% | 17,851 | $5.3M |
| Ensign Peak Advisors, Inc | 0.01% | Add +32.1% | 17,675 | $5.2M |
| Daiwa Securities Group Inc. | 0.03% | Reduce -8.3% | 16,465 | $4.9M |
| HighTower Advisors, LLC | 0.01% | Add +1.2% | 16,142 | $4.8M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +29.6% | 15,233 | $4.5M |
| Neuberger Berman Group LLC | 0.00% | Reduce -1.8% | 15,212 | $4.5M |
| MetLife Investment Management, LLC | 0.03% | Reduce -2.5% | 14,980 | $4.4M |
| Canada Pension Plan Investment Board | 0.00% | No change | 14,958 | $4.4M |
| Mutual of America Capital Management LLC | 0.05% | Reduce -3.8% | 14,931 | $4.4M |
| State of Alaska, Department of Revenue | 0.05% | No change | 14,887 | $4.4M |
| Motley Fool Asset Management LLC | 0.28% | Reduce -4.0% | 14,197 | $4.2M |
| National Bank of Canada | 0.01% | Reduce -50.0% | 14,108 | $4.2M |
| Qube Research & Technologies Ltd | 0.01% | Add +31.0% | 14,168 | $4.2M |
| Victory Capital Management Inc. | 0.00% | Reduce -1.1% | 14,054 | $4.2M |
| 1832 Asset Management L.P. | 0.01% | Add +24.1% | 13,900 | $4.1M |
| Barclays PLC | 0.00% | Reduce -60.5% | 13,812 | $4.1M |
| YHB Investment Advisors, Inc. | 0.35% | Reduce -3.1% | 13,598 | $4.0M |
| Amalgamated Bank | 0.03% | Reduce -6.4% | 13,543 | $4.0M |
"% of holder's portfolio" is MORN's weight in each manager's 13F, not the share of Morningstar Inc. the manager owns.