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 |
| Henshaw Capital LLC | 0.18% | Add +0.1% | 13,453 | $4.0M |
| Voya Investment Management LLC | 0.00% | Add +21.8% | 13,241 | $3.9M |
| Prudential Financial Inc. | 0.01% | Add +5.0% | 12,830 | $3.8M |
| Janus Henderson Group PLC | 0.00% | Add +5.6% | 12,543 | $3.7M |
| Corient Private Wealth LP | 0.01% | Reduce -5.2% | 11,847 | $3.5M |
| Cardinal Capital Management | 0.59% | Add +0.8% | 11,839 | $3.5M |
| Oppenheimer Asset Management Inc. | 0.04% | Add +44.4% | 11,827 | $3.5M |
| Commerce Bank | 0.02% | Reduce -5.3% | 11,684 | $3.5M |
| Treasurer of the State of North Carolina | 0.01% | Add +1.2% | 11,619 | $3.4M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -8.0% | 11,500 | $3.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +5.0% | 11,387 | $3.4M |
| UBS Group AG | 0.00% | Reduce -42.6% | 11,168 | $3.3M |
| State of Wisconsin Investment Board | 0.01% | Reduce -8.0% | 10,980 | $3.2M |
| Yousif Capital Management, LLC | 0.04% | Reduce -8.0% | 10,927 | $3.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -27.6% | 10,704 | $3.2M |
| Kensington Investment Counsel, LLC | 1.36% | Add +0.5% | 10,371 | $3.1M |
| Public Employees Retirement System of Ohio | 0.01% | Add +3.4% | 10,308 | $3.0M |
| Comerica Bank | 0.01% | Reduce -10.0% | 10,237 | $3.0M |
| Ceera Investments, LLC | 1.23% | Reduce -0.5% | 9,796 | $2.9M |
| US Bancorp \de | 0.00% | Reduce -13.7% | 9,722 | $2.9M |
| Pathstone Holdings, LLC | 0.01% | Add +9.9% | 9,117 | $2.7M |
| Azzad Asset Management Inc. | 0.31% | Reduce -28.9% | 8,989 | $2.7M |
| M&T Bank Corp | 0.01% | Reduce -14.6% | 8,908 | $2.6M |
| CW Advisors, LLC | 0.04% | Add +12.4% | 8,900 | $2.6M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | Add +2.1% | 8,783 | $2.6M |
| New York State Teachers Retirement System | 0.01% | Add +42.4% | 8,545 | $2.5M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 8,420 | $2.5M |
| Polen Capital Management LLC | 0.01% | Reduce -13.6% | 8,064 | $2.4M |
| Arizona State Retirement System | 0.02% | Add +10.4% | 7,775 | $2.3M |
| Trexquant Investment LP | 0.03% | Add +168.2% | 7,731 | $2.3M |
| George Kaiser Family Foundation | 0.40% | Add +0.7% | 7,693 | $2.3M |
| Redmond Asset Management, LLC | 0.74% | Reduce -8.3% | 7,640 | $2.3M |
| Bright Rock Capital Management, LLC | 0.47% | No change | 7,500 | $2.2M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -1.3% | 7,400 | $2.2M |
| Citigroup Inc. | 0.00% | Reduce -44.0% | 6,937 | $2.1M |
| Empire Life Investments Inc. | 0.13% | Add +1.4% | 6,750 | $2.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +23.4% | 6,505 | $1.9M |
| AQR Capital Management | 0.00% | Reduce -42.0% | 6,376 | $1.9M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -12.4% | 6,300 | $1.9M |
| State of Michigan Retirement System | 0.01% | Reduce -1.6% | 6,300 | $1.9M |
| Norden Group LLC | 0.37% | Reduce -8.0% | 6,210 | $1.8M |
| Ashford Capital Management Inc. | 0.25% | No change | 6,171 | $1.8M |
| Teacher Retirement System of Texas | 0.01% | Add +72.5% | 6,167 | $1.8M |
| ClariVest Asset Management LLC | 0.19% | Add +0.2% | 6,134 | $1.8M |
| Raymond James & Associates | 0.00% | Reduce -62.7% | 6,030 | $1.8M |
| Sepio Capital, LP | 0.16% | Reduce -1.8% | 6,006 | $1.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Reduce -79.6% | 6,000 | $1.8M |
| CIBC Private Wealth Group LLC | 0.00% | Add +13.6% | 5,885 | $1.8M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | Add +0.1% | 5,819 | $1.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.3% | 5,779 | $1.7M |
| Atria Investments, Inc | 0.02% | Reduce -31.0% | 5,703 | $1.7M |
| Handelsbanken Fonder AB | 0.01% | No change | 5,572 | $1.6M |
| Ameritas Investment Partners, Inc. | 0.06% | Reduce -3.6% | 5,546 | $1.6M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -15.6% | 5,417 | $1.6M |
| Cerity Partners LLC | 0.00% | Reduce -49.3% | 5,403 | $1.6M |
| Portside Wealth Group, LLC | 0.30% | Reduce -4.7% | 5,337 | $1.6M |
| Ofi Invest Asset Management | 0.04% | New | 5,700 | $1.6M |
| Xponance LLC | 0.02% | Reduce -2.9% | 5,308 | $1.6M |
| Magnetar Financial LLC | 0.04% | Add +33.5% | 5,281 | $1.6M |
| New Mexico Educational Retirement Board | 0.05% | No change | 5,200 | $1.5M |
| Linden Thomas Advisory Services, LLC | 0.24% | Reduce -29.7% | 5,197 | $1.5M |
| BNP Paribas Financial Markets | 0.00% | Reduce -16.3% | 5,117 | $1.5M |
| American Century Companies Inc. | 0.00% | Add +109.9% | 5,115 | $1.5M |
| Buckingham Strategic Wealth, LLC | 0.02% | No change | 5,022 | $1.5M |
| Bessemer Group Inc. | 0.00% | Reduce -3.3% | 4,765 | $1.4M |
| Blair William & Co. | 0.00% | Add +0.1% | 4,619 | $1.4M |
| Alliance Wealth Advisors, LLC | 0.40% | Add +3.0% | 4,618 | $1.4M |
| STRS Ohio | 0.01% | Reduce -0.7% | 4,602 | $1.4M |
| BCGM Wealth Management, LLC | 0.46% | Reduce -0.9% | 4,460 | $1.3M |
| Utah Retirement Systems | 0.02% | Reduce -0.3% | 4,420 | $1.3M |
| Martin Capital Advisors, LLP | 0.97% | Add +0.6% | 4,382 | $1.3M |
| Gotham Asset Management | 0.02% | Reduce -30.5% | 4,359 | $1.3M |
| Caitlin John, LLC | 0.93% | New | 4,331 | $1.3M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -1.9% | 4,317 | $1.3M |
| Edgestream Partners, L.P. | 0.06% | Add +197.7% | 4,117 | $1.2M |
| LPL Financial LLC | 0.00% | Add +11.9% | 4,030 | $1.2M |
| MML Investors Services, LLC | 0.00% | Reduce -30.7% | 3,999 | $1.2M |
| Simon Quick Advisors, LLC | 0.08% | Add +54.1% | 3,906 | $1.2M |
| Pacer Advisors, Inc. | 0.00% | Reduce -0.9% | 3,878 | $1.1M |
| Quantbot Technologies LP | 0.05% | Reduce -44.6% | 3,832 | $1.1M |
| Quantinno Capital Management LP | 0.02% | Add +96.8% | 3,787 | $1.1M |
| Truist Financial Corp. | 0.00% | Reduce -7.3% | 3,526 | $1.0M |
| Royal Bank of Canada | 0.00% | Add +332.3% | 3,519 | $1.0M |
| Versor Investments LP | 0.19% | New | 3,500 | $1.0M |
| Two Sigma Advisers, LP | 0.00% | Reduce -12.5% | 3,500 | $1.0M |
| Pictet Asset Management Holding SA | 0.00% | Add +6.6% | 3,470 | $1.0M |
| Accretive Wealth Partners, LLC | 0.42% | Reduce -0.2% | 3,407 | $1.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -28.9% | 3,408 | $1.0M |
| Advisory Services Network, LLC | 0.02% | Add +0.5% | 3,265 | $966K |
| Central Pacific Bank - Trust Division | 0.12% | No change | 3,196 | $946K |
| Avantax Advisory Services, Inc. | 0.01% | Add +15.4% | 3,191 | $944K |
| Covey Capital Advisors, LLC | 1.04% | Reduce -2.2% | 3,057 | $904K |
| Captrust Financial Advisors | 0.00% | Add +40.6% | 3,057 | $904K |
| Legacy Advisors, LLC | 0.11% | Add +1.6% | 3,025 | $895K |
| Bradley Foster & Sargent Inc. | 0.02% | No change | 3,021 | $894K |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +9.3% | 3,003 | $888K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.10% | Reduce -19.9% | 2,947 | $872K |
| Creative Planning | 0.00% | Add +3.6% | 2,934 | $868K |
| Black Creek Investment Management Inc. | 0.03% | Reduce -25.6% | 2,900 | $858K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -6.0% | 2,876 | $851K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,787 | $825K |
| Harbor Capital Advisors, Inc. | 0.06% | Add +295.4% | 2,637 | $780K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 2,600 | $769K |
| Level Four Advisory Services, LLC | 0.03% | New | 2,550 | $754K |
| HSBC Holdings PLC | 0.00% | Reduce -21.4% | 2,542 | $751K |
| Jane Street Group, LLC | 0.00% | Reduce -81.6% | 2,498 | $739K |
| Precision Wealth Strategies, LLC | 0.74% | Add +14.7% | 2,436 | $721K |
| ExodusPoint Capital Management, LP | 0.01% | New | 2,410 | $713K |
| Ethic Inc. | 0.02% | Add +2.5% | 2,382 | $705K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +12.8% | 2,372 | $702K |
| Seeds Investor LLC | 0.35% | Reduce -3.5% | 2,331 | $690K |
| Federated Hermes, Inc. | 0.00% | Reduce -18.8% | 2,260 | $669K |
| Gibbs Wealth Management | 0.27% | Add +25.9% | 2,249 | $665K |
| Planning Alternatives Ltd. | 0.11% | No change | 2,205 | $652K |
| Diversify Wealth Management, LLC | 0.08% | — | 2,102 | $633K |
| Gateway Investment Advisers LLC | 0.01% | No change | 2,128 | $630K |
| Exchange Traded Concepts, LLC | 0.02% | Add +3.8% | 2,115 | $626K |
| Securian Asset Management, Inc. | 0.02% | Reduce -5.6% | 2,080 | $615K |
| Procyon Advisors, LLC | 0.04% | Reduce -2.5% | 2,005 | $593K |
| Franklin Resources Inc. | 0.00% | Reduce -14.9% | 1,937 | $573K |
| SG Americas Securities, LLC | 0.00% | Reduce -85.5% | 1,917 | $567K |
| Maryland State Retirement & Pension System | 0.01% | No change | 1,914 | $566K |
| Equitable Trust Co. | 0.04% | No change | 1,871 | $554K |
| Deutsche Bank AG | 0.00% | Add +9.6% | 1,822 | $539K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.25% | Add +0.2% | 1,803 | $533K |
| Sanctuary Advisors, LLC | 0.00% | — | 1,850 | $530K |
| Welch & Forbes LLC | 0.01% | Add +41.5% | 1,734 | $513K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -16.1% | 1,727 | $511K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +6.1% | 1,721 | $509K |
| Fox Run Management, L.L.C. | 0.09% | New | 1,681 | $497K |
| Cetera Investment Advisers | 0.00% | Reduce -30.0% | 1,656 | $490K |
| Cresset Asset Management, LLC | 0.00% | Add +62.8% | 1,646 | $487K |
| Cubist Systematic Strategies, LLC | 0.01% | Reduce -93.6% | 1,606 | $475K |
| Engineers Gate Manager LP | 0.01% | Add +3.5% | 1,600 | $473K |
| Susquehanna Fundamental Investments, LLC | 0.01% | Reduce -25.9% | 1,573 | $465K |
| Baird Financial Group, Inc. | 0.00% | Add +4.3% | 1,510 | $447K |
| Jefferies Financial Group Inc. | 0.01% | New | 1,500 | $444K |
| Connable Office Inc. | 0.05% | No change | 1,470 | $435K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -6.7% | 1,455 | $430K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.8% | 1,449 | $429K |
| Susquehanna Portfolio Strategies, LLC | 0.02% | Reduce -84.2% | 1,444 | $427K |
| Capula Management Ltd | 0.00% | New | 1,428 | $422K |
| Cadent Capital Advisors, LLC | 0.17% | Add +13.2% | 1,396 | $413K |
| PNC Financial Services Group, Inc. | 0.00% | Add +5.0% | 1,377 | $407K |
| Mariner, LLC | 0.00% | Add +6.5% | 1,368 | $405K |
| Squarepoint Ops LLC | 0.00% | New | 1,320 | $391K |
| Jump Financial, LLC | 0.01% | Reduce -85.1% | 1,285 | $380K |
| XTX Topco Ltd | 0.03% | Add +14.4% | 1,276 | $378K |
| Parallel Advisors, LLC | 0.01% | Add +2.5% | 1,239 | $367K |
| ProShare Advisors LLC | 0.00% | Reduce -3.3% | 1,230 | $364K |
| CIBC Asset Management Inc | 0.00% | Add +62.8% | 1,218 | $360K |
| Raymond James Trust N.A. | 0.01% | Reduce -16.0% | 1,214 | $359K |
| Ballentine Partners, LLC | 0.01% | Reduce -0.7% | 1,206 | $357K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -36.1% | 1,200 | $355K |
| Fiduciary Trust Co | 0.01% | Reduce -7.7% | 1,192 | $353K |
| Petrus Trust Company, LTA | 0.03% | No change | 1,151 | $341K |
| Capital Investment Counsel, Inc | 0.05% | No change | 1,150 | $340K |
| Wallace Advisory Group, LLC | 0.24% | Reduce -4.3% | 1,144 | $338K |
| Park Avenue Securities LLC | 0.00% | Reduce -31.5% | 1,140 | $337K |
| Heartland Bank & Trust Co | 0.19% | No change | 1,130 | $334K |
| Cwm, LLC | 0.00% | Add +1.2% | 1,120 | $331K |
| Tidal Investments LLC | 0.00% | Reduce -71.4% | 1,118 | $331K |
| Dundas Partners LLP | 0.03% | Add +52.8% | 1,114 | $330K |
| Baker Tilly Wealth Management, LLC | 0.13% | Reduce -72.6% | 1,084 | $321K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -24.6% | 1,069 | $316K |
| Entropy Technologies, LP | 0.03% | Reduce -23.8% | 1,056 | $312K |
| Mechanics Bank Trust Department | 0.04% | New | 1,047 | $310K |
| Shelton Capital Management | 0.01% | Reduce -5.6% | 1,038 | $307K |
| Kenora Financial, LLC | 0.13% | Reduce -1.3% | 1,025 | $303K |
| Cottonwood Capital Advisors, LLC | 0.23% | New | 1,008 | $298K |
| Bard Financial Services, Inc. | 0.03% | No change | 1,000 | $296K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -4.4% | 956 | $283K |
| Bank of Stockton | 0.09% | Reduce -33.5% | 924 | $273K |
| FORA Capital, LLC | 0.03% | New | 922 | $273K |
| Oppenheimer & Co. Inc. | 0.00% | New | 906 | $268K |
| Benjamin Edwards Inc. | 0.05% | Reduce -39.0% | 895 | $265K |
| Panagora Asset Management Inc. | 0.00% | Add +8.5% | 868 | $257K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -24.6% | 860 | $254K |
| Seven Eight Capital, LP | 0.03% | New | 854 | $253K |
| HBK Sorce Advisory LLC | 0.01% | Add +0.3% | 854 | $253K |
| Vident Advisory, LLC | 0.01% | New | 834 | $247K |
| Susquehanna International Group, LLP | 0.00% | New | 826 | $244K |
| Dynamic Technology Lab Private Ltd | 0.03% | New | 817 | $242K |
| Cannell & Spears LLC | 0.00% | Reduce -0.8% | 790 | $234K |
| Fifth Third Wealth Advisors LLC | 0.02% | New | 775 | $229K |
| QRG Capital Management, Inc. | 0.00% | New | 775 | $229K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 771 | $228K |
| Stonegate Investment Group, LLC | 0.01% | New | 764 | $226K |
| Keybank National Association | 0.00% | New | 759 | $225K |
| Profund Advisors LLC | 0.01% | Reduce -26.6% | 757 | $224K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +7.3% | 754 | $223K |
| Glenmede Trust Co. NA | 0.00% | Reduce -1.2% | 731 | $216K |
| MAI Capital Management | 0.00% | New | 705 | $209K |
| Osaic Holdings, Inc. | 0.00% | Add +34.8% | 685 | $203K |
| Claret Asset Management Corp | 0.04% | Reduce -3.8% | 684 | $202K |
| Quadrant Capital Group LLC | 0.01% | Add +6.2% | 630 | $186K |
| KBC Group NV | 0.00% | Add +11.7% | 622 | $184K |
| HM Payson & Co. | 0.00% | No change | 600 | $178K |
| North Star Investment Management Corp. | 0.01% | No change | 577 | $171K |
| Principal Securities, Inc. | 0.00% | Reduce -28.2% | 532 | $157K |
| Headlands Technologies LLC | 0.02% | Add +143.9% | 522 | $154K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -72.4% | 441 | $130K |
| Brown Brothers Harriman & Co. | 0.00% | Add +229.6% | 412 | $122K |
| Signaturefd, LLC | 0.00% | Reduce -3.4% | 404 | $119K |
| Boit C F David | 0.06% | No change | 400 | $118K |
| Beach Investment Counsel Inc. | 0.01% | New | 400 | $118K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 375 | $111K |
| Fifth Third Bancorp | 0.00% | Add +55.6% | 364 | $108K |
| UMB Bank, n.a. | 0.00% | Add +2.9% | 357 | $106K |
| Mizuho Bank, Ltd. | 0.02% | New | 350 | $104K |
| Bokf, NA | 0.00% | Add +6.2% | 345 | $102K |
| Versant Capital Management, Inc | 0.02% | Add +21.9% | 245 | $72K |
| CVA Family Office, LLC | 0.01% | Add +0.9% | 230 | $68K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 227 | $67K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 222 | $66K |
| Covestor Ltd | 0.04% | Add +322.4% | 207 | $61K |
| Nisa Investment Advisors, LLC | 0.00% | Add +38.0% | 196 | $58K |
| GAMMA Investing LLC | 0.01% | Add +38.6% | 183 | $54K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -3.9% | 171 | $51K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -5.7% | 166 | $49K |
| Whittier Trust Co. | 0.00% | Add +9.3% | 165 | $49K |
| Acadian Asset Management LLC | 0.00% | Add +73.8% | 146 | $43K |
| Quent Capital, LLC | 0.00% | No change | 141 | $42K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 120 | $37K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -86.4% | 124 | $37K |
| Allworth Financial LP | 0.00% | Add +25.8% | 117 | $36K |
| DT Investment Partners, LLC | 0.00% | New | 120 | $36K |
| Crewe Advisors LLC | 0.00% | New | 117 | $35K |
| Blue Trust, Inc. | 0.00% | Add +326.9% | 111 | $34K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -38.2% | 105 | $31K |
| Grove Bank & Trust | 0.00% | No change | 100 | $30K |
| Farther Finance Advisors, LLC | 0.00% | Add +327.3% | 94 | $28K |
| Private Trust Co. NA | 0.00% | No change | 84 | $25K |
| Bradley & Co. Private Wealth Management, LLC | 0.02% | No change | 83 | $25K |
| Bell Investment Advisors, Inc | 0.00% | No change | 79 | $23K |
| Financial Network Wealth Advisors LLC | 0.02% | New | 79 | $23K |
| NewEdge Advisors, LLC | 0.00% | Reduce -15.4% | 77 | $23K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 76 | $23K |
| Rise Advisors, LLC | 0.01% | No change | 76 | $23K |
| CENTRAL TRUST Co | 0.00% | No change | 75 | $22K |
| Clearstead Advisors, LLC | 0.00% | New | 72 | $21K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 70 | $21K |
| Creative Financial Designs Inc. | 0.00% | No change | 63 | $19K |
| Centerpoint Advisors, LLC | 0.01% | No change | 62 | $18K |
| Venturi Wealth Management, LLC | 0.00% | Add +150.0% | 60 | $18K |
| Tucker Asset Management LLC | 0.00% | New | 57 | $17K |
| Innealta Capital, LLC | 0.01% | New | 53 | $16K |
| Lindbrook Capital, LLC | 0.00% | No change | 52 | $15K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 48 | $14K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -27.0% | 46 | $14K |
| Jones Financial Companies LLLP | 0.00% | Add +13.2% | 43 | $13K |
| Wolff Wiese Magana LLC | 0.01% | Reduce -2.6% | 38 | $11K |
| Huntington National Bank | 0.00% | New | 36 | $11K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 31 | $9K |
| IFP Advisors, Inc | 0.00% | Add +3.3% | 31 | $9K |
| Global Retirement Partners, LLC | 0.00% | Add +35.0% | 27 | $8K |
| Triad Wealth Partners, LLC | 0.00% | New | 25 | $7K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 24 | $7K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 24 | $7K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | New | 24 | $7K |
| LGT Financial Advisors LLC | 0.01% | No change | 23 | $7K |
| Smartleaf Asset Management LLC | 0.00% | Add +666.7% | 23 | $7K |
| Webster Bank, N. A. | 0.00% | No change | 22 | $7K |
| Kiely Wealth Advisory Group, Inc. | 0.00% | No change | 20 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -17.4% | 19 | $6K |
| Atlantic Private Wealth, LLC | 0.00% | No change | 16 | $5K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 15 | $4K |
| Asset Dedication, LLC | 0.00% | No change | 13 | $4K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 13 | $4K |
| Sachetta, LLC | 0.00% | Reduce -33.3% | 10 | $3K |
| Quarry LP | 0.00% | Reduce -84.8% | 10 | $3K |
| West Paces Advisors Inc. | 0.00% | No change | 10 | $3K |
| Tortoise Investment Management, LLC | 0.00% | No change | 9 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +12.5% | 9 | $3K |
| Arax Advisory Partners | 0.00% | Add +166.7% | 8 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 8 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 7 | $2K |
| SJS Investment Consulting Inc. | 0.00% | No change | 6 | $2K |
| Harbour Investments, Inc. | 0.00% | No change | 6 | $2K |
| Montag A & Associates Inc. | 0.00% | No change | 6 | $2K |
| WealthCollab, LLC | 0.00% | No change | 5 | $1K |
| Manchester Capital Management LLC | 0.00% | No change | 5 | $1K |
| JNBA Financial Advisors | 0.00% | No change | 5 | $1K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +25.0% | 5 | $1K |
| Point72 (DIFC) Ltd | 0.00% | New | 4 | $1K |
| Rakuten Securities, Inc. | 0.00% | No change | 4 | $1K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 4 | $1K |
| AdvisorNet Financial, Inc | 0.00% | New | 2 | $592 |
| Albion Financial Group | 0.00% | No change | 2 | $592 |
| Parkside Financial Bank & Trust | 0.00% | No change | 1 | $296 |
| AlphaQuest LLC | 0.00% | Reduce -99.9% | 1 | $296 |
| Simplex Trading, LLC | 0.00% | New | 3 | $0 |
"% of holder's portfolio" is MORN's weight in each manager's 13F, not the share of Morningstar Inc. the manager owns.