MorningstarMORN
13F holders, Q3 2024 (September 30)411holders +19
51new positions
32sold out
7famous investors
$318.89avg. 13F price*
At the end of Q3 2024, 411 institutions reported holding Morningstar Inc. (MORN) in their 13F filings, up 19 from Q2 2024. 51 opened new positions and 32 sold out. The largest holders were Vanguard Group Inc. ($878.2M), BlackRock, Inc. ($822.3M) and Morgan Stanley ($662.7M). 7 famous investors held it, including Ron Baron (1.1% of Baron Capital (BAMCO)'s portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).
- Company
- Morningstar Inc.
- CUSIP
- 617700109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $54.7M |
| Exits | 32 | $63.5M |
All 13F filers, Q2 2024 → Q3 2024: 1,245,643 shares bought and 1,211,814 shares sold, net +33,829 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 411 holders
| Vanguard Group Inc. | 0.02% | Add +0.5% | 2,752,013 | $878.2M |
| BlackRock, Inc. | 0.02% | — | 2,576,859 | $822.3M |
| Morgan Stanley | 0.05% | Add +2.8% | 2,076,534 | $662.7M |
| Select Equity Group, L.P. | 2.05% | Reduce -27.7% | 1,759,321 | $561.4M |
| Bank of America Corp. | 0.04% | Add +2.0% | 1,556,588 | $496.7M |
| Baron Capital (BAMCO) | 1.11% | Reduce -0.1% | 1,305,588 | $416.6M |
| Massachusetts Financial Services Co. | 0.11% | Add +9.3% | 1,201,708 | $383.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.73% | Reduce -7.6% | 1,043,082 | $332.9M |
| Wellington Management Group LLP | 0.05% | Add +0.6% | 950,512 | $303.3M |
| State Street Corp. | 0.01% | Add +3.7% | 804,293 | $256.7M |
| Wasatch Advisors LP | 1.09% | Add +13.9% | 696,023 | $222.1M |
| T. Rowe Price Associates Inc. | 0.03% | Add +0.1% | 685,192 | $218.7M |
| Geode Capital Management, LLC | 0.01% | Add +2.1% | 497,411 | $158.8M |
| Millennium Management | 0.14% | Add +54.6% | 495,106 | $158.0M |
| FMR LLC | 0.01% | Add +10.9% | 400,520 | $127.8M |
| Liontrust Investment Partners LLP | 1.69% | No change | 402,775 | $119.2M |
| Norges Bank | 0.01% | Add +0.3% | 325,522 | $103.9M |
| Dimensional Fund Advisors LP | 0.02% | Add +7.3% | 291,859 | $93.1M |
| Bank of New York Mellon Corp | 0.02% | Reduce -13.7% | 282,862 | $90.3M |
| Allspring Global Investments Holdings, LLC | 0.14% | Reduce -3.2% | 273,398 | $87.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +26.4% | 215,655 | $68.8M |
| Amundi | 0.02% | Add +0.4% | 192,776 | $64.6M |
| JPMorgan Chase & Co. | 0.01% | Reduce -17.2% | 202,140 | $64.5M |
| Northern Trust Corp. | 0.01% | Reduce -0.1% | 194,016 | $61.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.7% | 191,765 | $61.2M |
| Royce & Associates LP | 0.55% | Reduce -1.2% | 191,290 | $61.0M |
| Renaissance Technologies | 0.09% | Add +3.7% | 183,470 | $58.5M |
| M&G PLC | 0.36% | Add +5.6% | 182,808 | $58.3M |
| American Capital Management Inc. | 1.50% | Reduce -0.4% | 144,231 | $46.0M |
| Sei Investments Co. | 0.06% | Add +5.5% | 135,055 | $43.1M |
| Citadel Advisors | 0.04% | Add +37.4% | 118,070 | $37.7M |
| Invesco Ltd. | 0.01% | Add +160.5% | 117,140 | $37.4M |
| Copeland Capital Management, LLC | 0.59% | Add +2.0% | 107,032 | $34.2M |
| Praesidium Investment Management Company, LLC | 5.29% | No change | 98,766 | $31.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +7.5% | 88,679 | $28.3M |
| Wells Fargo & Company | 0.01% | Reduce -1.4% | 88,576 | $28.3M |
| DF Dent & Co. Inc. | 0.34% | Add +61.3% | 88,378 | $28.2M |
| Principal Financial Group Inc. | 0.01% | Reduce -22.8% | 84,845 | $27.1M |
| Rhumbline Advisers | 0.02% | Add +2.0% | 77,233 | $24.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +5.5% | 76,996 | $24.6M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -0.6% | 71,494 | $22.8M |
| Parnassus Investments, LLC | 0.05% | No change | 71,034 | $22.7M |
| Confluence Investment Management LLC | 0.27% | Reduce -0.8% | 64,432 | $20.6M |
| Boston Financial Mangement LLC | 0.59% | New | 61,625 | $19.7M |
| Chicago Capital, LLC | 0.52% | Reduce -0.4% | 58,196 | $18.6M |
| Nordea Investment Management AB | 0.02% | Reduce -5.0% | 55,542 | $17.6M |
| Swiss National Bank | 0.01% | Reduce -0.9% | 54,200 | $17.3M |
| California Public Employees Retirement System | 0.01% | Reduce -2.6% | 48,065 | $15.3M |
| Legal & General Group Plc | 0.00% | Add +5.8% | 46,132 | $14.7M |
| CI Investments Inc. | 0.05% | Reduce -6.7% | 42,546 | $13.6M |
| Townsquare Capital LLC | 0.16% | Reduce -1.1% | 41,959 | $13.4M |
| Congress Asset Management Co. | 0.09% | Add +16.9% | 41,627 | $13.3M |
| Cubist Systematic Strategies, LLC | 0.20% | Add +2479.3% | 41,423 | $13.2M |
| Scout Investments, Inc. | 0.35% | Reduce -9.4% | 38,863 | $13.2M |
| Asset Management One Co., Ltd. | 0.04% | Add +3.0% | 36,749 | $11.7M |
| Segall Bryant & Hamill, LLC | 0.15% | Add +1.7% | 33,905 | $10.8M |
| Barlow Wealth Partners, LLC | 1.40% | Add +1.9% | 34,144 | $10.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -7.0% | 33,001 | $10.5M |
| Retirement Systems of Alabama | 0.04% | Add +1.9% | 32,785 | $10.5M |
| Corebridge Financial, Inc. | 0.05% | Reduce -3.3% | 32,228 | $10.3M |
| Qube Research & Technologies Ltd | 0.02% | Add +126.4% | 32,073 | $10.2M |
| Ameriprise Financial Inc. | 0.00% | Add +7.9% | 32,051 | $10.2M |
| Bank of Nova Scotia | 0.02% | Add +28.0% | 31,926 | $10.2M |
| Natixis | 0.06% | Add +10.0% | 31,902 | $10.2M |
| First Trust Advisors LP | 0.01% | Reduce -16.5% | 28,205 | $9.0M |
| Canada Pension Plan Investment Board | 0.01% | Add +86.9% | 27,958 | $8.9M |
| National Bank of Canada | 0.01% | Add +92.2% | 27,113 | $8.7M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +75.2% | 26,690 | $8.5M |
| Kornitzer Capital Management Inc. | 0.16% | Add +0.1% | 26,324 | $8.4M |
| Nicholas Company, Inc. | 0.14% | No change | 26,310 | $8.4M |
| California State Teachers Retirement System | 0.01% | Reduce -3.0% | 26,217 | $8.4M |
| Algert Global LLC | 0.22% | Add +25.7% | 25,509 | $8.1M |
| Marks Group Wealth Management, Inc | 0.76% | Add +1.7% | 25,090 | $8.0M |
| MUFG Securities EMEA plc | 0.33% | New | 25,000 | $8.0M |
| State Board of Administration of Florida Retirement System | 0.02% | No change | 24,883 | $7.9M |
| Motley Fool Wealth Management, LLC | 0.39% | Reduce -1.4% | 24,465 | $7.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | Add +282.2% | 22,931 | $7.3M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -1.0% | 22,886 | $7.3M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +10.6% | 22,674 | $7.2M |
| Fisher Asset Management | 0.00% | Add +6.7% | 21,342 | $6.8M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -6.5% | 20,663 | $6.6M |
| Capitolis Liquid Global Markets LLC | 0.06% | No change | 19,000 | $6.1M |
| Stifel Financial Corp. | 0.01% | Reduce -2.2% | 18,349 | $5.9M |
| Ensign Peak Advisors, Inc | 0.01% | Add +3.3% | 18,255 | $5.8M |
| UBS Group AG | 0.00% | Add +59.1% | 17,764 | $5.7M |
| Barclays PLC | 0.00% | Add +19.9% | 16,563 | $5.3M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.1% | 15,966 | $5.1M |
| Victory Capital Management Inc. | 0.00% | Add +12.7% | 15,843 | $5.1M |
| New York State Common Retirement Fund | 0.01% | Reduce -13.3% | 15,475 | $4.9M |
| Southeast Asset Advisors, LLC | 0.54% | Reduce -24.6% | 15,368 | $4.9M |
| State of Alaska, Department of Revenue | 0.05% | Add +2.1% | 15,202 | $4.8M |
| MetLife Investment Management, LLC | 0.03% | Add +1.2% | 15,159 | $4.8M |
| Daiwa Securities Group Inc. | 0.02% | Reduce -8.2% | 15,115 | $4.8M |
| Neuberger Berman Group LLC | 0.00% | Reduce -2.6% | 14,816 | $4.7M |
| Mutual of America Capital Management LLC | 0.05% | Reduce -2.3% | 14,584 | $4.7M |
| Motley Fool Asset Management LLC | 0.27% | Add +1.7% | 14,434 | $4.6M |
| Thrivent Financial for Lutherans | 0.01% | Add +120.3% | 13,879 | $4.4M |
| Trexquant Investment LP | 0.06% | Add +79.0% | 13,841 | $4.4M |
| Quantbot Technologies LP | 0.17% | Add +259.3% | 13,769 | $4.4M |
| Royal Bank of Canada | 0.00% | Add +287.8% | 13,646 | $4.4M |
"% of holder's portfolio" is MORN's weight in each manager's 13F, not the share of Morningstar Inc. the manager owns.