MorningstarMORN
13F holders, Q4 2024 (December 31)450holders +39
50new positions
28sold out
8famous investors
$336.71avg. 13F price*
At the end of Q4 2024, 450 institutions reported holding Morningstar Inc. (MORN) in their 13F filings, up 39 from Q3 2024. 50 opened new positions and 28 sold out. The largest holders were Vanguard Group Inc. ($944.1M), BlackRock, Inc. ($898.4M) and Morgan Stanley ($692.7M). 8 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $192.5M |
| Exits | 28 | $30.7M |
All 13F filers, Q3 2024 → Q4 2024: 1,565,136 shares bought and 1,766,431 shares sold, net −201,295 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 450 holders
| Vanguard Group Inc. | 0.02% | Add +1.9% | 2,803,611 | $944.1M |
| BlackRock, Inc. | 0.02% | Add +3.5% | 2,667,753 | $898.4M |
| Morgan Stanley | 0.05% | Reduce -0.9% | 2,056,910 | $692.7M |
| Select Equity Group, L.P. | 1.89% | Reduce -21.9% | 1,374,435 | $462.9M |
| Baron Capital (BAMCO) | 1.14% | Reduce -0.0% | 1,305,155 | $439.5M |
| Bank of America Corp. | 0.04% | Reduce -16.3% | 1,303,330 | $438.9M |
| Wellington Management Group LLP | 0.07% | Add +13.7% | 1,080,599 | $363.9M |
| Massachusetts Financial Services Co. | 0.11% | Reduce -15.4% | 1,016,306 | $342.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.76% | Reduce -6.5% | 975,193 | $328.4M |
| State Street Corp. | 0.01% | Add +4.6% | 841,634 | $283.4M |
| Wasatch Advisors LP | 1.15% | Reduce -0.8% | 690,154 | $232.4M |
| T. Rowe Price Associates Inc. | 0.03% | Reduce -2.4% | 668,889 | $225.3M |
| Geode Capital Management, LLC | 0.01% | Add +12.9% | 561,431 | $189.1M |
| FMR LLC | 0.01% | Reduce -0.2% | 399,585 | $134.6M |
| Liontrust Investment Partners LLP | 1.63% | Reduce -17.2% | 333,631 | $112.4M |
| Norges Bank | 0.01% | Add +1.9% | 331,673 | $111.7M |
| Dimensional Fund Advisors LP | 0.02% | Add +4.5% | 305,014 | $102.7M |
| Bank of New York Mellon Corp | 0.02% | Add +1.8% | 288,031 | $97.0M |
| Millennium Management | 0.09% | Reduce -41.9% | 287,658 | $96.9M |
| Allspring Global Investments Holdings, LLC | 0.15% | Reduce -0.2% | 272,951 | $90.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +7.8% | 232,483 | $78.3M |
| Northern Trust Corp. | 0.01% | Add +18.6% | 230,149 | $77.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.3% | 194,195 | $65.4M |
| Invesco Ltd. | 0.01% | Add +65.8% | 194,182 | $65.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -5.7% | 190,655 | $64.2M |
| Renaissance Technologies | 0.09% | Add +2.7% | 188,370 | $63.4M |
| M&G PLC | 0.38% | Reduce -3.4% | 176,670 | $59.5M |
| Royce & Associates LP | 0.53% | Reduce -10.8% | 170,680 | $57.5M |
| Balyasny Asset Management L.P. | 0.13% | New | 168,026 | $56.6M |
| Premier Fund Managers Ltd | 1.81% | New | 150,000 | $50.7M |
| Sei Investments Co. | 0.06% | Add +1.4% | 136,939 | $46.1M |
| American Capital Management Inc. | 1.61% | Reduce -10.8% | 128,692 | $43.3M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +338.9% | 117,156 | $39.5M |
| UBS Group AG | 0.01% | Add +507.3% | 107,885 | $36.3M |
| Copeland Capital Management, LLC | 0.66% | Reduce -1.5% | 105,402 | $35.5M |
| Citadel Advisors | 0.03% | Reduce -10.8% | 105,357 | $35.5M |
| Schroder Investment Management Group | 0.03% | New | 100,185 | $33.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +10.9% | 98,337 | $33.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +22.3% | 94,135 | $31.7M |
| Praesidium Investment Management Company, LLC | 5.09% | Reduce -8.8% | 90,058 | $30.3M |
| Nuveen Asset Management, LLC | 0.01% | Add +25.9% | 90,029 | $30.3M |
| Wells Fargo & Company | 0.01% | Reduce -1.8% | 87,008 | $29.3M |
| DF Dent & Co. Inc. | 0.37% | Reduce -3.1% | 85,678 | $28.9M |
| Principal Financial Group Inc. | 0.01% | Reduce -7.3% | 78,639 | $26.5M |
| Rhumbline Advisers | 0.02% | Reduce -0.1% | 77,142 | $26.0M |
| Parnassus Investments, LLC | 0.05% | Reduce -1.3% | 70,111 | $23.6M |
| Boston Financial Mangement LLC | 0.67% | Add +7.0% | 65,924 | $22.2M |
| Confluence Investment Management LLC | 0.30% | Reduce -1.6% | 63,393 | $21.3M |
| Nordea Investment Management AB | 0.02% | Add +3.5% | 57,505 | $19.5M |
| Chicago Capital, LLC | 0.52% | Reduce -0.9% | 57,687 | $19.4M |
| Nicholas Company, Inc. | 0.31% | Add +115.2% | 56,630 | $19.1M |
| Swiss National Bank | 0.01% | Add +1.1% | 54,800 | $18.5M |
| Congress Asset Management Co. | 0.11% | Add +17.8% | 49,043 | $16.5M |
| Raymond James Financial Inc. | 0.01% | — | 48,986 | $16.5M |
| Legal & General Group Plc | 0.00% | Add +0.2% | 46,245 | $15.6M |
| California Public Employees Retirement System | 0.01% | Reduce -6.7% | 44,829 | $15.1M |
| Townsquare Capital LLC | 0.16% | Add +0.3% | 42,075 | $14.2M |
| Qube Research & Technologies Ltd | 0.02% | Add +30.9% | 42,000 | $14.1M |
| CI Investments Inc. | 0.05% | Reduce -9.0% | 38,720 | $13.0M |
| Algert Global LLC | 0.29% | Add +45.4% | 37,086 | $12.5M |
| Segall Bryant & Hamill, LLC | 0.17% | Add +8.6% | 36,832 | $12.4M |
| Two Sigma Investments, LP | 0.03% | New | 36,237 | $12.2M |
| Barlow Wealth Partners, LLC | 1.49% | Add +5.3% | 35,962 | $11.8M |
| Alliancebernstein L.P. | 0.00% | Add +5.2% | 34,728 | $11.7M |
| Retirement Systems of Alabama | 0.04% | Add +0.2% | 32,851 | $11.1M |
| Teacher Retirement System of Texas | 0.04% | Add +288.7% | 32,751 | $11.0M |
| Asset Management One Co., Ltd. | 0.04% | Reduce -15.3% | 31,135 | $10.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.0% | 31,074 | $10.5M |
| Corebridge Financial, Inc. | 0.06% | Reduce -4.2% | 30,875 | $10.4M |
| First Trust Advisors LP | 0.01% | Add +6.0% | 29,886 | $10.1M |
| National Bank of Canada | 0.01% | Add +3.7% | 28,121 | $9.5M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | Add +21.7% | 27,906 | $9.4M |
| California State Teachers Retirement System | 0.01% | Reduce -0.9% | 25,970 | $8.7M |
| Kornitzer Capital Management Inc. | 0.17% | Reduce -1.9% | 25,834 | $8.7M |
| Marks Group Wealth Management, Inc | 0.84% | Add +0.7% | 25,261 | $8.5M |
| MUFG Securities EMEA plc | 0.16% | Reduce 0.0% | 24,999 | $8.4M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -0.1% | 24,853 | $8.4M |
| Pinebridge Investments, L.P. | 0.06% | Add +369.4% | 23,880 | $8.0M |
| Motley Fool Wealth Management, LLC | 0.41% | Reduce -3.0% | 23,731 | $7.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +1.4% | 22,989 | $7.7M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -1.7% | 22,492 | $7.6M |
| Fisher Asset Management | 0.00% | Add +3.1% | 22,001 | $7.4M |
| Voleon Capital Management LP | 0.55% | — | 21,915 | $7.4M |
| Barclays PLC | 0.00% | Add +29.6% | 21,469 | $7.2M |
| Cooper Investors PTY Ltd. | 1.13% | New | 21,273 | $7.2M |
| Two Sigma Advisers, LP | 0.02% | Add +795.6% | 20,600 | $6.9M |
| SW Investment Management LLC | 1.58% | New | 20,000 | $6.7M |
| Capitolis Liquid Global Markets LLC | 0.06% | No change | 19,000 | $6.4M |
| Bank of Nova Scotia | 0.01% | Reduce -40.5% | 19,000 | $6.4M |
| Stifel Financial Corp. | 0.01% | Add +1.6% | 18,633 | $6.3M |
| Royal Bank of Canada | 0.00% | Add +31.4% | 17,934 | $6.0M |
| Prudential Financial Inc. | 0.01% | Add +48.6% | 17,353 | $5.8M |
| Victory Capital Management Inc. | 0.01% | Add +4.9% | 16,626 | $5.6M |
| Man Group plc | 0.02% | Add +23.1% | 16,618 | $5.6M |
| MetLife Investment Management, LLC | 0.03% | Add +8.2% | 16,401 | $5.5M |
| HighTower Advisors, LLC | 0.01% | Add +0.6% | 16,068 | $5.4M |
| Tribune Investment Group LP | 3.02% | — | 16,000 | $5.4M |
| Natixis | 0.04% | Reduce -50.1% | 15,902 | $5.4M |
| Motley Fool Asset Management LLC | 0.28% | Add +9.4% | 15,796 | $5.3M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -24.5% | 15,606 | $5.3M |
"% of holder's portfolio" is MORN's weight in each manager's 13F, not the share of Morningstar Inc. the manager owns.