MorningstarMORN
13F holders, Q1 2025 (March 31)464holders +14
60new positions
47sold out
10famous investors
$299.77avg. 13F price*
At the end of Q1 2025, 464 institutions reported holding Morningstar Inc. (MORN) in their 13F filings, up 14 from Q4 2024. 60 opened new positions and 47 sold out. The largest holders were BlackRock, Inc. ($810.9M), Vanguard Group Inc. ($797.8M) and Morgan Stanley ($630.1M). 10 famous investors held it, including Ron Baron (1.1% of Baron Capital (BAMCO)'s portfolio), Israel Englander (0.2% 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $83.5M |
| Exits | 47 | $21.4M |
All 13F filers, Q4 2024 → Q1 2025: 1,776,919 shares bought and 2,245,883 shares sold, net −468,964 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 464 holders
| BlackRock, Inc. | 0.02% | Add +1.4% | 2,704,022 | $810.9M |
| Vanguard Group Inc. | 0.01% | Reduce -5.1% | 2,660,458 | $797.8M |
| Morgan Stanley | 0.05% | Add +2.1% | 2,101,105 | $630.1M |
| Baron Capital (BAMCO) | 1.14% | Reduce -0.4% | 1,299,508 | $389.7M |
| Select Equity Group, L.P. | 1.57% | Reduce -14.7% | 1,172,567 | $351.6M |
| Wellington Management Group LLP | 0.06% | Reduce -0.1% | 1,079,805 | $323.8M |
| Bank of America Corp. | 0.02% | Reduce -29.7% | 916,435 | $274.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.67% | Reduce -6.7% | 910,156 | $272.9M |
| Massachusetts Financial Services Co. | 0.09% | Reduce -15.2% | 862,259 | $258.6M |
| State Street Corp. | 0.01% | Add +1.0% | 850,005 | $254.9M |
| Wasatch Advisors LP | 1.11% | Reduce -3.8% | 664,245 | $199.2M |
| Geode Capital Management, LLC | 0.01% | Add +9.6% | 615,533 | $184.6M |
| Millennium Management | 0.16% | Add +88.0% | 540,795 | $162.2M |
| FMR LLC | 0.01% | Add +5.1% | 419,980 | $125.9M |
| Norges Bank | 0.01% | No change | 331,673 | $99.5M |
| Liontrust Investment Partners LLP | 1.51% | Reduce -3.2% | 322,920 | $96.8M |
| Dimensional Fund Advisors LP | 0.02% | Add +4.0% | 317,127 | $95.1M |
| Bank of New York Mellon Corp | 0.02% | Reduce -6.2% | 270,177 | $81.0M |
| Allspring Global Investments Holdings, LLC | 0.13% | Reduce -6.6% | 255,057 | $76.9M |
| Renaissance Technologies | 0.11% | Add +24.9% | 235,270 | $70.6M |
| Northern Trust Corp. | 0.01% | Reduce -5.5% | 217,616 | $65.3M |
| JPMorgan Chase & Co. | 0.00% | Add +5.3% | 200,763 | $60.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.2% | 196,465 | $58.9M |
| M&G PLC | 0.33% | Reduce -4.5% | 168,677 | $50.6M |
| Premier Fund Managers Ltd | 1.88% | Add +13.4% | 170,068 | $50.3M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Add +39.1% | 162,936 | $48.9M |
| Sei Investments Co. | 0.05% | Add +1.6% | 139,069 | $41.7M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -40.7% | 137,920 | $41.4M |
| Royce & Associates LP | 0.45% | Reduce -19.4% | 137,533 | $41.2M |
| American Capital Management Inc. | 1.56% | Reduce -0.5% | 128,075 | $38.4M |
| Nuveen, LLC | 0.01% | — | 127,617 | $38.3M |
| Two Sigma Investments, LP | 0.08% | Add +212.3% | 113,152 | $33.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +11.1% | 109,257 | $32.8M |
| Schroder Investment Management Group | 0.03% | Add +10.4% | 110,570 | $32.7M |
| Citadel Advisors | 0.03% | Add +2.3% | 107,782 | $32.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +12.9% | 106,294 | $31.9M |
| UBS Group AG | 0.01% | Reduce -2.4% | 105,250 | $31.6M |
| Copeland Capital Management, LLC | 0.62% | Reduce -1.9% | 103,384 | $31.0M |
| Praesidium Investment Management Company, LLC | 5.69% | Add +12.7% | 101,472 | $30.4M |
| Two Sigma Advisers, LP | 0.06% | Add +345.1% | 91,700 | $27.5M |
| Qube Research & Technologies Ltd | 0.04% | Add +108.3% | 87,483 | $26.2M |
| Wells Fargo & Company | 0.01% | Reduce -2.8% | 84,538 | $25.4M |
| DF Dent & Co. Inc. | 0.33% | Reduce -3.2% | 82,963 | $24.9M |
| Invesco Ltd. | 0.00% | Reduce -60.5% | 76,646 | $23.0M |
| Principal Financial Group Inc. | 0.01% | Reduce -2.9% | 76,327 | $22.9M |
| Rhumbline Advisers | 0.02% | Reduce -1.3% | 76,177 | $22.8M |
| Captrust Financial Advisors | 0.06% | Add +715.6% | 73,612 | $22.1M |
| First Trust Advisors LP | 0.02% | Add +132.4% | 69,456 | $20.8M |
| Squarepoint Ops LLC | 0.05% | Add +498.3% | 64,031 | $19.2M |
| Confluence Investment Management LLC | 0.27% | Reduce -2.0% | 62,103 | $18.6M |
| Point72 Asset Management | 0.05% | New | 60,649 | $18.2M |
| Raymond James Financial Inc. | 0.01% | Add +20.4% | 58,983 | $17.7M |
| Nordea Investment Management AB | 0.02% | Add +1.6% | 58,426 | $17.3M |
| Chicago Capital, LLC | 0.48% | Reduce -1.6% | 56,795 | $17.0M |
| Panagora Asset Management Inc. | 0.08% | Add +4970.8% | 56,692 | $17.0M |
| Nicholas Company, Inc. | 0.29% | Reduce -0.1% | 56,585 | $17.0M |
| Congress Asset Management Co. | 0.13% | Add +14.6% | 56,216 | $16.9M |
| Parnassus Investments, LLC | 0.04% | Reduce -22.6% | 54,242 | $16.3M |
| Swiss National Bank | 0.01% | Reduce -1.5% | 54,000 | $16.2M |
| Legal & General Group Plc | 0.00% | Add +3.1% | 47,689 | $14.3M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -92.9% | 47,480 | $14.2M |
| California Public Employees Retirement System | 0.01% | Add +0.6% | 45,086 | $13.5M |
| Cubist Systematic Strategies, LLC | 0.18% | Add +688.9% | 45,055 | $13.5M |
| Bank of Nova Scotia | 0.03% | Add +134.2% | 44,500 | $13.3M |
| Balyasny Asset Management L.P. | 0.03% | Reduce -75.4% | 41,333 | $12.4M |
| Townsquare Capital LLC | 0.13% | Reduce -3.1% | 40,782 | $12.2M |
| CI Investments Inc. | 0.05% | Add +4.4% | 40,407 | $12.1M |
| D. E. Shaw & Co. | 0.02% | Add +1513.4% | 40,028 | $12.0M |
| Sone Capital Management, LLC | 1.19% | New | 38,549 | $11.6M |
| Segall Bryant & Hamill, LLC | 0.18% | Add +3.8% | 38,216 | $11.5M |
| Algert Global LLC | 0.28% | Add +2.9% | 38,156 | $11.4M |
| Royal Bank of Canada | 0.00% | Add +106.8% | 37,089 | $11.1M |
| AQR Capital Management | 0.01% | Add +183.7% | 37,163 | $10.9M |
| Tribune Investment Group LP | 6.19% | Add +125.0% | 36,000 | $10.8M |
| Barlow Wealth Partners, LLC | 1.35% | Add +2.1% | 36,722 | $10.3M |
| Retirement Systems of Alabama | 0.04% | Add +0.1% | 32,883 | $9.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -7.8% | 32,031 | $9.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.5% | 30,603 | $9.2M |
| Natixis | 0.05% | Add +94.2% | 30,881 | $9.2M |
| Corebridge Financial, Inc. | 0.05% | Reduce -2.4% | 30,134 | $9.0M |
| Teacher Retirement System of Texas | 0.03% | Reduce -17.9% | 26,888 | $8.1M |
| Asset Management One Co., Ltd. | 0.03% | Reduce -16.1% | 26,113 | $7.8M |
| Marks Group Wealth Management, Inc | 0.75% | Add +2.2% | 25,821 | $7.7M |
| California State Teachers Retirement System | 0.01% | Reduce -1.1% | 25,686 | $7.7M |
| Quantbot Technologies LP | 0.24% | Add +363.9% | 25,473 | $7.6M |
| United Capital Financial Advisors, LLC | 0.07% | Add +96.6% | 25,396 | $7.6M |
| Kornitzer Capital Management Inc. | 0.16% | Reduce -2.0% | 25,304 | $7.6M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 24,853 | $7.5M |
| Cooper Investors PTY Ltd. | 1.19% | Add +14.6% | 24,387 | $7.3M |
| Tudor Investment Corporation | 0.06% | New | 23,271 | $7.0M |
| Pinebridge Investments, L.P. | 0.05% | Reduce -7.7% | 22,054 | $6.6M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -3.0% | 21,809 | $6.5M |
| Motley Fool Wealth Management, LLC | 0.39% | Reduce -8.2% | 21,783 | $6.5M |
| Janus Henderson Group PLC | 0.00% | Add +73.6% | 21,770 | $6.4M |
| Holocene Advisors, LP | 0.02% | Add +60.9% | 21,284 | $6.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -7.7% | 21,219 | $6.4M |
| Quantinno Capital Management LP | 0.04% | Add +203.6% | 21,023 | $6.3M |
| Voleon Capital Management LP | 0.49% | Reduce -4.5% | 20,930 | $6.3M |
| Jane Street Group, LLC | 0.01% | Add +1471.5% | 20,603 | $6.2M |
| SW Investment Management LLC | 1.88% | No change | 20,000 | $6.0M |
| Prudential Financial Inc. | 0.01% | Add +13.6% | 19,719 | $5.9M |
| Canada Pension Plan Investment Board | 0.01% | New | 19,400 | $5.8M |
| Man Group plc | 0.02% | Add +16.0% | 19,280 | $5.8M |
| Engineers Gate Manager LP | 0.10% | Add +803.6% | 19,058 | $5.7M |
| Capitolis Liquid Global Markets LLC | 0.05% | No change | 19,000 | $5.7M |
| Russell Investments Group, Ltd. | 0.01% | Add +21.2% | 18,908 | $5.7M |
| ExodusPoint Capital Management, LP | 0.07% | New | 18,569 | $5.6M |
| Barclays PLC | 0.00% | Reduce -15.5% | 18,148 | $5.4M |
| MUFG Securities EMEA plc | 0.14% | Reduce -28.0% | 18,000 | $5.4M |
| Fisher Asset Management | 0.00% | Reduce -20.3% | 17,539 | $5.3M |
| Thrivent Financial for Lutherans | 0.01% | Add +16.2% | 17,215 | $5.2M |
| Victory Capital Management Inc. | 0.01% | Add +4.1% | 17,302 | $5.2M |
| HRT Financial LP | 0.03% | Add +604.5% | 17,154 | $5.1M |
| Jump Financial, LLC | 0.08% | Add +646.7% | 17,070 | $5.1M |
| Verition Fund Management LLC | 0.03% | Add +757.8% | 16,693 | $5.0M |
| MetLife Investment Management, LLC | 0.03% | Reduce -1.5% | 16,159 | $4.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Reduce -43.0% | 15,900 | $4.8M |
| Trexquant Investment LP | 0.06% | New | 15,879 | $4.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -3.3% | 15,545 | $4.7M |
| Point72 Hong Kong Ltd | 0.33% | Add +2302.3% | 15,543 | $4.7M |
| Magnetar Financial LLC | 0.07% | Add +453.8% | 15,496 | $4.6M |
| Motley Fool Asset Management LLC | 0.26% | Reduce -3.1% | 15,310 | $4.6M |
| State of Alaska, Department of Revenue | 0.05% | Add +0.5% | 15,237 | $4.6M |
| Stifel Financial Corp. | 0.00% | Reduce -18.3% | 15,217 | $4.6M |
| National Bank of Canada | 0.01% | Reduce -46.2% | 15,120 | $4.5M |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.3% | 15,037 | $4.5M |
| Henshaw Capital LLC | 0.19% | Add +8.2% | 14,593 | $4.4M |
| Oppenheimer Asset Management Inc. | 0.05% | Add +5.5% | 14,061 | $4.2M |
| New York State Common Retirement Fund | 0.01% | No change | 13,975 | $4.2M |
| HSBC Holdings PLC | 0.00% | Add +124.1% | 14,042 | $4.2M |
| Mutual of America Capital Management LLC | 0.05% | Reduce -2.6% | 13,904 | $4.2M |
| Daiwa Securities Group Inc. | 0.02% | Reduce -6.5% | 13,567 | $4.1M |
| CW Advisors, LLC | 0.05% | Add +32.5% | 13,260 | $4.0M |
| Aquatic Capital Management LLC | 0.10% | Add +389.4% | 13,111 | $3.9M |
| Citigroup Inc. | 0.00% | Add +16.4% | 13,108 | $3.9M |
| Schonfeld Strategic Advisors LLC | 0.03% | Add +75.7% | 12,986 | $3.9M |
| Voya Investment Management LLC | 0.01% | Add +9.1% | 12,940 | $3.9M |
| YHB Investment Advisors, Inc. | 0.32% | Add +0.1% | 12,884 | $3.9M |
| Amalgamated Bank | 0.03% | Reduce -3.3% | 12,789 | $3.8M |
| Cardinal Capital Management | 0.57% | Add +2.3% | 12,335 | $3.7M |
| Treasurer of the State of North Carolina | 0.01% | Add +4.0% | 12,209 | $3.7M |
| Southeast Asset Advisors, LLC | 0.41% | Reduce -4.3% | 11,218 | $3.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | No change | 11,218 | $3.4M |
| Commerce Bank | 0.02% | Add +6.0% | 10,771 | $3.2M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 10,460 | $3.1M |
| Lazard Asset Management LLC | 0.01% | Add +519.1% | 10,463 | $3.1M |
| Kensington Investment Counsel, LLC | 1.39% | Reduce -2.6% | 10,401 | $3.1M |
| Ceera Investments, LLC | 1.01% | No change | 9,786 | $2.9M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +0.9% | 9,696 | $2.9M |
| Vident Advisory, LLC | 0.04% | New | 9,660 | $2.9M |
| OP Asset Management Ltd | 0.05% | — | 9,645 | $2.9M |
| Baird Financial Group, Inc. | 0.01% | New | 9,503 | $2.8M |
| George Kaiser Family Foundation | 0.41% | Add +21.5% | 9,349 | $2.8M |
| Yousif Capital Management, LLC | 0.03% | Reduce -2.1% | 9,287 | $2.8M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -30.5% | 9,013 | $2.7M |
| Globeflex Capital L P | 0.24% | No change | 8,835 | $2.6M |
| Corient Private Wealth LP | 0.00% | Reduce -9.6% | 8,818 | $2.6M |
| State of Wisconsin Investment Board | 0.01% | Reduce -4.1% | 8,772 | $2.6M |
| Azzad Asset Management Inc. | 0.31% | New | 8,688 | $2.6M |
| Pathstone Holdings, LLC | 0.01% | Add +3.6% | 8,602 | $2.6M |
| Comerica Bank | 0.01% | Reduce -3.9% | 8,561 | $2.6M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | Reduce -2.9% | 8,517 | $2.6M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -15.7% | 8,498 | $2.5M |
| M&T Bank Corp | 0.01% | Reduce -8.7% | 8,376 | $2.5M |
| American Century Companies Inc. | 0.00% | Add +3.2% | 8,372 | $2.5M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -10.2% | 8,349 | $2.5M |
| Arizona State Retirement System | 0.02% | Reduce -1.1% | 7,980 | $2.4M |
| US Bancorp \de | 0.00% | Reduce -17.6% | 7,914 | $2.4M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 7,770 | $2.3M |
| BNP Paribas Financial Markets | 0.00% | Add +79.3% | 7,768 | $2.3M |
| Louisiana State Employees Retirement System | 0.05% | Add +1.3% | 7,600 | $2.3M |
| Redmond Asset Management, LLC | 0.58% | No change | 7,528 | $2.3M |
| Bright Rock Capital Management, LLC | 0.47% | No change | 7,500 | $2.2M |
| Danske Bank A/S | 0.01% | Add +5.7% | 7,093 | $2.1M |
| Empire Life Investments Inc. | 0.14% | Add +3.8% | 7,061 | $2.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +3.1% | 7,029 | $2.1M |
| Headlands Technologies LLC | 0.24% | Add +4017.1% | 6,999 | $2.1M |
| Norden Group LLC | 0.24% | Reduce -20.0% | 6,837 | $2.1M |
| XTX Topco Ltd | 0.10% | Add +762.9% | 6,558 | $2.0M |
| AlphaQuest LLC | 0.21% | Add +565.0% | 6,510 | $2.0M |
| State of Michigan Retirement System | 0.01% | Add +1.6% | 6,500 | $1.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +8.2% | 6,458 | $1.9M |
| Handelsbanken Fonder AB | 0.01% | No change | 6,372 | $1.9M |
| Oddo BHF Asset Management Sas | 0.08% | Reduce -0.9% | 6,300 | $1.9M |
| Nebula Research & Development LLC | 0.17% | New | 6,282 | $1.9M |
| Graham Capital Management, L.P. | 0.09% | Add +250.8% | 6,223 | $1.9M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +0.0% | 6,007 | $1.8M |
| New York State Teachers Retirement System | 0.00% | No change | 5,900 | $1.8M |
| Sepio Capital, LP | 0.14% | Reduce -1.2% | 5,865 | $1.8M |
| Harbor Capital Advisors, Inc. | 0.08% | Add +4.2% | 5,864 | $1.8M |
| LPL Financial LLC | 0.00% | Add +14.6% | 5,836 | $1.8M |
| Lecap Asset Management Ltd. | 0.40% | New | 5,782 | $1.7M |
| KLP Kapitalforvaltning As | 0.01% | Add +1.8% | 5,700 | $1.7M |
| Xponance LLC | 0.02% | Add +2.1% | 5,543 | $1.7M |
| MML Investors Services, LLC | 0.01% | Add +8.3% | 5,517 | $1.7M |
| Oregon Public Employees Retirement Fund | 0.03% | No change | 5,488 | $1.6M |
| New Age Alpha Advisors, LLC | 0.07% | New | 5,471 | $1.6M |
| Cerity Partners LLC | 0.00% | Add +17.2% | 5,426 | $1.6M |
| Ashford Capital Management Inc. | 0.21% | Reduce -0.7% | 5,393 | $1.6M |
| Bank of Montreal | 0.00% | Reduce -0.2% | 5,342 | $1.6M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -1.8% | 5,316 | $1.6M |
| Linden Thomas Advisory Services, LLC | 0.20% | Add +0.9% | 5,200 | $1.6M |
| New Mexico Educational Retirement Board | 0.06% | No change | 5,200 | $1.6M |
| Brevan Howard Capital Management LP | 0.04% | New | 5,066 | $1.5M |
| Portside Wealth Group, LLC | 0.24% | Reduce -3.8% | 4,998 | $1.5M |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.5% | 5,848 | $1.5M |
| Bradyco, Inc. | 1.11% | No change | 4,864 | $1.5M |
| Alliance Wealth Advisors, LLC | 0.38% | Add +0.5% | 4,819 | $1.4M |
| Ofi Invest Asset Management | 0.04% | Reduce -11.3% | 5,053 | $1.4M |
| Utah Retirement Systems | 0.02% | No change | 4,420 | $1.3M |
| Truist Financial Corp. | 0.00% | Add +0.8% | 4,317 | $1.3M |
| Martin Capital Advisors, LLP | 0.90% | Reduce -5.6% | 4,202 | $1.3M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -0.3% | 4,202 | $1.3M |
| Blair William & Co. | 0.00% | Add +0.0% | 4,146 | $1.2M |
| Gotham Asset Management | 0.01% | Add +58.1% | 4,104 | $1.2M |
| Consolidated Press International Holdings Ltd. | 0.22% | No change | 4,100 | $1.2M |
| Pictet Asset Management Holding SA | 0.00% | Add +5.6% | 4,076 | $1.2M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +80.7% | 4,043 | $1.2M |
| Atom Investors LP | 0.15% | New | 3,960 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +6.4% | 3,888 | $1.2M |
| Focus Partners Wealth | 0.00% | Add +0.9% | 3,838 | $1.2M |
| Grandeur Peak Global Advisors, LLC | 0.13% | Reduce -41.3% | 3,815 | $1.1M |
| Level Four Advisory Services, LLC | 0.05% | Add +2.0% | 3,781 | $1.1M |
| Gibbs Wealth Management | 0.27% | Add +21.8% | 3,728 | $1.1M |
| Accretive Wealth Partners, LLC | 0.39% | Add +11.2% | 3,794 | $1.1M |
| Centiva Capital, LP | 0.06% | New | 3,623 | $1.1M |
| Simon Quick Advisors, LLC | 0.06% | Add +6.4% | 3,555 | $1.1M |
| Polen Capital Management LLC | 0.00% | Reduce -9.5% | 3,534 | $1.1M |
| Bessemer Group Inc. | 0.00% | Reduce -4.6% | 3,483 | $1.0M |
| Mackenzie Financial Corp. | 0.00% | Add +24.1% | 3,372 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Add +1.1% | 3,363 | $1.0M |
| Campbell & CO Investment Adviser LLC | 0.08% | New | 3,325 | $997K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.8% | 3,282 | $984K |
| Diversify Wealth Management, LLC | 0.07% | Add +20.6% | 3,402 | $961K |
| Susquehanna International Group, LLP | 0.00% | Reduce -29.8% | 3,195 | $958K |
| Point72 (DIFC) Ltd | 0.09% | Add +2474.8% | 3,064 | $919K |
| Bradley Foster & Sargent Inc. | 0.02% | No change | 3,021 | $906K |
| Avantax Advisory Services, Inc. | 0.01% | Add +1.9% | 2,959 | $887K |
| Atria Investments, Inc | 0.01% | Reduce -9.1% | 2,957 | $887K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -2.6% | 2,951 | $885K |
| &partners | 0.01% | Add +10.7% | 2,952 | $874K |
| Legacy Advisors, LLC | 0.09% | Reduce -1.4% | 2,905 | $871K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.10% | No change | 2,849 | $854K |
| Precision Wealth Strategies, LLC | 0.64% | Add +8.9% | 2,792 | $837K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,787 | $836K |
| Entropy Technologies, LP | 0.08% | Add +22.1% | 2,757 | $827K |
| HB Wealth Management, LLC | 0.01% | New | 2,733 | $820K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 2,679 | $803K |
| Fox Run Management, L.L.C. | 0.12% | Reduce -44.4% | 2,677 | $803K |
| Gsa Capital Partners LLP | 0.07% | New | 2,669 | $800K |
| Covey Capital Advisors, LLC | 0.90% | Reduce -0.1% | 2,604 | $781K |
| Creative Planning | 0.00% | Reduce -4.5% | 2,570 | $771K |
| Ethic Inc. | 0.02% | Reduce -3.8% | 2,481 | $748K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -0.0% | 2,482 | $744K |
| Advisory Services Network, LLC | 0.01% | Reduce -12.9% | 2,468 | $740K |
| SG Americas Securities, LLC | 0.00% | Add +284.7% | 2,458 | $737K |
| Planning Alternatives Ltd. | 0.11% | Add +6.8% | 2,407 | $722K |
| Twinbeech Capital LP | 0.01% | New | 2,381 | $714K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 2,377 | $713K |
| Bryce Point Capital, LLC | 0.54% | Reduce -21.2% | 2,365 | $712K |
| Dynamic Technology Lab Private Ltd | 0.10% | Add +26.9% | 2,360 | $708K |
| R Squared Ltd | 0.72% | Add +1766.7% | 2,240 | $672K |
| Cetera Investment Advisers | 0.00% | Add +6.2% | 2,206 | $662K |
| Integrated Wealth Concepts LLC | 0.01% | New | 2,163 | $649K |
| Gateway Investment Advisers LLC | 0.01% | No change | 2,128 | $638K |
| Federated Hermes, Inc. | 0.00% | Reduce -4.5% | 2,115 | $634K |
| J.W. Cole Advisors, Inc. | 0.02% | New | 2,109 | $633K |
| Illinois Municipal Retirement Fund | 0.01% | No change | 2,085 | $625K |
| Securian Asset Management, Inc. | 0.02% | No change | 2,080 | $624K |
| Commonwealth Equity Services, LLC | 0.00% | Add +10.5% | 2,012 | $603K |
| Benjamin Edwards Inc. | 0.01% | Add +18.2% | 2,009 | $603K |
| Deutsche Bank AG | 0.00% | Add +7.0% | 1,923 | $577K |
| Jain Global LLC | 0.01% | New | 1,916 | $575K |
| Equitable Trust Co. | 0.03% | No change | 1,871 | $561K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.24% | Add +0.2% | 1,810 | $543K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +9.7% | 1,802 | $540K |
| Procyon Advisors, LLC | 0.03% | Reduce -7.7% | 1,801 | $540K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -6.5% | 1,791 | $537K |
| Jefferies Financial Group Inc. | 0.01% | New | 1,783 | $535K |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 1,748 | $524K |
| United Services Automobile Association | 0.02% | New | 1,765 | $523K |
| AE Wealth Management LLC | 0.00% | New | 1,720 | $516K |
| Park Avenue Securities LLC | 0.01% | Add +11.3% | 1,629 | $489K |
| Seeds Investor LLC | 0.14% | Reduce -28.4% | 1,620 | $486K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 1,559 | $468K |
| Cresset Asset Management, LLC | 0.00% | Add +6.4% | 1,546 | $464K |
| Dearborn Partners LLC | 0.02% | Add +16.2% | 1,546 | $464K |
| Petrus Trust Company, LTA | 0.04% | Add +54.7% | 1,542 | $462K |
| Mariner, LLC | 0.00% | Reduce -9.7% | 1,540 | $462K |
| Franklin Resources Inc. | 0.00% | Add +3.1% | 1,529 | $459K |
| Dundas Partners LLP | 0.03% | No change | 1,522 | $456K |
| Naviter Wealth, LLC | 0.06% | No change | 1,540 | $456K |
| AdvisorShares Investments LLC | 0.09% | New | 1,510 | $455K |
| Welch & Forbes LLC | 0.01% | Reduce -6.2% | 1,509 | $453K |
| Dempze Nancy E | 0.27% | No change | 1,494 | $448K |
| Cadent Capital Advisors, LLC | 0.17% | Add +6.7% | 1,489 | $447K |
| Connable Office Inc. | 0.05% | No change | 1,470 | $441K |
| Smith Group Asset Management, LLC | 0.03% | Add +4.3% | 1,450 | $435K |
| CIBC Asset Management Inc | 0.00% | Add +2.1% | 1,355 | $406K |
| Machina Capital S.A.S. | 0.12% | Add +59.2% | 1,301 | $390K |
| Andina Capital Management, LLC | 0.28% | New | 1,295 | $388K |
| Ballentine Partners, LLC | 0.01% | Add +3.4% | 1,290 | $387K |
| Pacer Advisors, Inc. | 0.00% | Reduce -74.5% | 1,260 | $378K |
| Alberta Investment Management Corp | 0.00% | No change | 1,256 | $377K |
| Diversify Advisory Services, LLC | 0.02% | Add +24.2% | 1,331 | $376K |
| Cwm, LLC | 0.00% | Add +9.8% | 1,249 | $375K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -18.2% | 1,247 | $374K |
| Voloridge Investment Management, LLC | 0.00% | New | 1,241 | $372K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -25.4% | 1,215 | $364K |
| Wallace Advisory Group, LLC | 0.25% | Add +1.8% | 1,080 | $364K |
| Tidal Investments LLC | 0.00% | Reduce -28.9% | 1,205 | $361K |
| Oak Thistle LLC | 0.07% | Reduce -71.9% | 1,202 | $360K |
| Parallel Advisors, LLC | 0.01% | Reduce -4.5% | 1,181 | $354K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -6.1% | 1,178 | $353K |
| Institute for Wealth Management, LLC. | 0.05% | New | 1,171 | $351K |
| 111 Capital | 0.07% | New | 1,158 | $347K |
| ProShare Advisors LLC | 0.00% | Reduce -8.9% | 1,151 | $345K |
| Capital Investment Counsel, Inc | 0.05% | No change | 1,150 | $345K |
| Cottonwood Capital Advisors, LLC | 0.25% | No change | 1,135 | $340K |
| Leonteq Securities AG | 0.03% | Add +16.4% | 1,113 | $334K |
| Fiduciary Trust Co | 0.00% | Add +0.4% | 1,084 | $325K |
| KBC Group NV | 0.00% | Reduce -5.4% | 1,064 | $319K |
| QRG Capital Management, Inc. | 0.00% | Add +17.9% | 1,049 | $315K |
| Quadrant Capital Group LLC | 0.01% | Add +64.9% | 1,039 | $312K |
| Shelton Capital Management | 0.01% | Reduce -6.5% | 970 | $291K |
| denkapparat Operations GmbH | 0.31% | New | 966 | $290K |
| Mechanics Bank Trust Department | 0.04% | Reduce -9.2% | 955 | $286K |
| Caprock Group, LLC | 0.01% | New | 947 | $284K |
| Axq Capital, LP | 0.11% | New | 929 | $279K |
| Angeles Wealth Management, LLC | 0.02% | Add +0.1% | 926 | $278K |
| Landscape Capital Management, L.L.C. | 0.02% | New | 923 | $277K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -42.5% | 906 | $272K |
| Callan Family Office, LLC | 0.02% | Add +10.5% | 864 | $259K |
| Bayforest Capital Ltd | 0.11% | Add +19.6% | 855 | $256K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +131.3% | 835 | $250K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | New | 821 | $246K |
| Versant Capital Management, Inc | 0.04% | Add +184.6% | 811 | $243K |
| Keybank National Association | 0.00% | Add +29.6% | 810 | $243K |
| Shell Asset Management Co. | 0.01% | Reduce -4.1% | 803 | $241K |
| Principal Securities, Inc. | 0.01% | No change | 705 | $237K |
| Genesis Private Wealth, LLC | 0.13% | Add +2.3% | 788 | $236K |
| Associated Banc-Corp | 0.01% | Add +0.9% | 782 | $234K |
| Compound Planning, Inc. | 0.01% | Add +6.6% | 777 | $233K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +0.3% | 774 | $232K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -0.5% | 765 | $229K |
| Aspen Grove Capital, LLC | 0.04% | New | 762 | $229K |
| Praxis Investment Management Inc. | 0.01% | No change | 700 | $210K |
| Baker Tilly Wealth Management, LLC | 0.08% | Add +0.3% | 698 | $209K |
| Mercer Global Advisors Inc. | 0.00% | New | 698 | $208K |
| Claret Asset Management Corp | 0.04% | No change | 693 | $208K |
| Amundi | 0.00% | Reduce -2.1% | 713 | $207K |
| Forum Financial Management, LP | 0.00% | Add +4.1% | 689 | $207K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -41.5% | 689 | $207K |
| Glenview Trust Co | 0.00% | Add +1.3% | 683 | $205K |
| GK Wealth Management LLC | 0.25% | Add +0.7% | 678 | $203K |
| Bank of Stockton | 0.06% | Reduce -11.3% | 674 | $202K |
| Brown Miller Wealth Management, LLC | 0.07% | New | 669 | $200K |
| HM Payson & Co. | 0.00% | No change | 600 | $180K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.04% | New | 556 | $167K |
| North Star Investment Management Corp. | 0.01% | No change | 517 | $155K |
| UMB Bank, n.a. | 0.00% | Add +10.5% | 516 | $155K |
| Covestor Ltd | 0.10% | Add +16.8% | 486 | $146K |
| GAMMA Investing LLC | 0.01% | Add +3.0% | 481 | $144K |
| Johnson Financial Group, Inc. | 0.01% | Add +91.6% | 412 | $124K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.3% | 408 | $123K |
| Fifth Third Bancorp | 0.00% | Reduce -4.3% | 399 | $120K |
| Caitong International Asset Management Co., Ltd | 0.09% | Add +19350.0% | 389 | $117K |
| Coldstream Capital Management Inc. | 0.00% | New | 375 | $112K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 375 | $112K |
| Signaturefd, LLC | 0.00% | Reduce -8.0% | 358 | $107K |
| Whittier Trust Co. | 0.00% | Add +31.0% | 355 | $106K |
| Bokf, NA | 0.00% | No change | 345 | $103K |
| Quarry LP | 0.03% | Reduce -40.8% | 321 | $96K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | New | 318 | $95K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -32.1% | 287 | $86K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 283 | $85K |
| Meeder Asset Management Inc. | 0.01% | Reduce -23.0% | 255 | $76K |
| WPG Advisers, LLC | 0.07% | Reduce -0.8% | 243 | $73K |
| CVA Family Office, LLC | 0.01% | No change | 230 | $69K |
| Lindbrook Capital, LLC | 0.01% | Add +205.5% | 223 | $67K |
| Geneos Wealth Management Inc. | 0.00% | Add +278.2% | 208 | $62K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.0% | 194 | $58K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 184 | $55K |
| Blue Trust, Inc. | 0.00% | Add +172.3% | 177 | $53K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +23.6% | 178 | $53K |
| First Horizon Advisors, Inc. | 0.00% | No change | 171 | $52K |
| Longview Financial Advisors LLC | 0.03% | No change | 155 | $46K |
| Larson Financial Group LLC | 0.00% | Add +5066.7% | 155 | $46K |
| MAI Capital Management | 0.00% | Add +37.8% | 153 | $46K |
| V-Square Quantitative Management LLC | 0.01% | Add +4.3% | 145 | $43K |
| Quent Capital, LLC | 0.00% | No change | 141 | $42K |
| Allworth Financial LP | 0.00% | Add +6.4% | 117 | $33K |
| Wayfinding Financial, LLC | 0.01% | New | 110 | $32K |
| Sterling Capital Management LLC | 0.00% | Reduce -79.3% | 89 | $27K |
| Clearstead Advisors, LLC | 0.00% | Add +18.1% | 85 | $25K |
| Private Trust Co. NA | 0.00% | No change | 84 | $25K |
| Hughes Financial Services, LLC | 0.00% | New | 83 | $25K |
| Bradley & Co. Private Wealth Management, LLC | 0.02% | No change | 83 | $25K |
| Optiver Holding B.V. | 0.00% | New | 81 | $24K |
| Bell Investment Advisors, Inc | 0.00% | No change | 79 | $24K |
| NewEdge Advisors, LLC | 0.00% | No change | 77 | $23K |
| Smartleaf Asset Management LLC | 0.00% | No change | 78 | $23K |
| Cedar Mountain Advisors, LLC | 0.01% | Add +1.3% | 77 | $23K |
| CENTRAL TRUST Co | 0.00% | No change | 75 | $22K |
| Brooklyn Investment Group | 0.00% | Add +146.7% | 74 | $22K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 70 | $21K |
| Centerpoint Advisors, LLC | 0.01% | No change | 62 | $19K |
| Jones Financial Companies LLLP | 0.00% | No change | 61 | $18K |
| Arax Advisory Partners | 0.00% | Add +235.3% | 57 | $17K |
| Rise Advisors, LLC | 0.01% | Reduce -34.2% | 50 | $15K |
| Financial Network Wealth Advisors LLC | 0.02% | Add +820.0% | 46 | $14K |
| Wolff Wiese Magana LLC | 0.01% | No change | 38 | $11K |
| Binnacle Investments Inc | 0.01% | — | 38 | $11K |
| IFP Advisors, Inc | 0.00% | Add +32.1% | 37 | $11K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | — | 34 | $10K |
| Creative Financial Designs Inc. | 0.00% | Reduce -54.8% | 33 | $10K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 31 | $9K |
| Graybill Wealth Management, LTD. | 0.00% | — | 30 | $9K |
| Hemington Wealth Management | 0.00% | Add +42.1% | 27 | $8K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 25 | $7K |
| GW&K Investment Management, LLC | 0.00% | New | 25 | $7K |
| Webster Bank, N. A. | 0.00% | No change | 22 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +10.0% | 22 | $7K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -34.4% | 21 | $6K |
| Whipplewood Advisors, LLC | 0.00% | Add +27.8% | 23 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +125.0% | 18 | $5K |
| Mather Group, Llc. | 0.00% | New | 17 | $5K |
| Atlantic Private Wealth, LLC | 0.00% | No change | 16 | $5K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 15 | $4K |
| TD Private Client Wealth LLC | 0.00% | Add +75.0% | 14 | $4K |
| Asset Dedication, LLC | 0.00% | No change | 13 | $4K |
| Huntington National Bank | 0.00% | Reduce -7.7% | 12 | $4K |
| Quest 10 Wealth Builders, Inc. | 0.00% | New | 11 | $3K |
| West Paces Advisors Inc. | 0.00% | No change | 10 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -54.5% | 10 | $3K |
| Sachetta, LLC | 0.00% | No change | 9 | $3K |
| Tortoise Investment Management, LLC | 0.00% | No change | 9 | $3K |
| First Command Advisory Services, Inc. | 0.00% | New | 9 | $3K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 8 | $2K |
| AdvisorNet Financial, Inc | 0.00% | Add +60.0% | 8 | $2K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 7 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 7 | $2K |
| Pineridge Advisors LLC | 0.00% | New | 7 | $2K |
| Manchester Capital Management LLC | 0.00% | Add +20.0% | 6 | $2K |
| Harbour Investments, Inc. | 0.00% | No change | 6 | $2K |
| Montag A & Associates Inc. | 0.00% | No change | 6 | $2K |
| Activest Wealth Management | 0.00% | Add +0.0% | 5 | $2K |
| WealthCollab, LLC | 0.00% | No change | 5 | $2K |
| True Wealth Design, LLC | 0.00% | New | 5 | $2K |
| SJS Investment Consulting Inc. | 0.00% | No change | 5 | $2K |
| Transce3nd, LLC | 0.00% | New | 5 | $1K |
| Hexagon Capital Partners LLC | 0.00% | Add +66.7% | 5 | $1K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -92.2% | 5 | $1K |
| Global Financial Private Client, LLC | 0.00% | Add +300.0% | 4 | $1K |
| SouthState Bank Corp | 0.00% | New | 3 | $900 |
| ROSS\JOHNSON & Associates LLC | 0.01% | New | 2 | $600 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -90.5% | 2 | $600 |
| Principia Wealth Advisory, LLC | 0.00% | New | 2 | $557 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $300 |
| Bare Financial Services, Inc | 0.00% | New | 1 | $300 |
| Parkside Financial Bank & Trust | 0.00% | No change | 1 | $300 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $299 |
| Hantz Financial Services, Inc. | 0.00% | New | 1 | $0 |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -99.5% | 1 | $0 |
"% of holder's portfolio" is MORN's weight in each manager's 13F, not the share of Morningstar Inc. the manager owns.