MorningstarMORN
13F holders, Q2 2025 (June 30)480holders +16
66new positions
48sold out
10famous investors
$313.85avg. 13F price*
At the end of Q2 2025, 480 institutions reported holding Morningstar Inc. (MORN) in their 13F filings, up 16 from Q1 2025. 66 opened new positions and 48 sold out. The largest holders were Vanguard Group Inc. ($826.8M), BlackRock, Inc. ($791.0M) and Morgan Stanley ($650.8M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $116.2M |
| Exits | 48 | $95.6M |
All 13F filers, Q1 2025 → Q2 2025: 2,598,790 shares bought and 2,196,656 shares sold, net +402,134 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 480 holders
| Vanguard Group Inc. | 0.01% | Reduce -1.0% | 2,633,801 | $826.8M |
| BlackRock, Inc. | 0.02% | Reduce -6.8% | 2,519,517 | $791.0M |
| Morgan Stanley | 0.04% | Reduce -1.3% | 2,072,978 | $650.8M |
| Baron Capital (BAMCO) | 1.10% | Reduce -0.3% | 1,295,326 | $406.6M |
| Select Equity Group, L.P. | 1.49% | Reduce -5.0% | 1,113,301 | $349.5M |
| Bank of America Corp. | 0.02% | Reduce -0.5% | 912,053 | $286.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.64% | Reduce -6.8% | 848,569 | $266.4M |
| Millennium Management | 0.24% | Add +50.0% | 811,158 | $254.6M |
| State Street Corp. | 0.01% | Reduce -7.7% | 784,175 | $246.2M |
| Wellington Management Group LLP | 0.04% | Reduce -27.7% | 780,841 | $245.1M |
| Wasatch Advisors LP | 1.06% | Reduce -2.9% | 644,799 | $202.4M |
| Massachusetts Financial Services Co. | 0.06% | Reduce -25.8% | 640,132 | $201.0M |
| Geode Capital Management, LLC | 0.01% | Add +1.9% | 626,941 | $196.8M |
| Liontrust Investment Partners LLP | 1.76% | Add +21.3% | 391,816 | $123.0M |
| Goldman Sachs Group Inc. | 0.02% | Add +173.7% | 377,483 | $118.5M |
| Dimensional Fund Advisors LP | 0.02% | Add +4.6% | 331,631 | $104.1M |
| Norges Bank | 0.01% | Reduce -10.5% | 296,958 | $93.2M |
| AQR Capital Management | 0.08% | Add +691.0% | 293,969 | $92.3M |
| Invesco Ltd. | 0.01% | Add +266.5% | 280,923 | $88.2M |
| FMR LLC | 0.00% | Reduce -34.8% | 273,755 | $85.9M |
| Renaissance Technologies | 0.11% | Add +12.7% | 265,170 | $83.2M |
| JPMorgan Chase & Co. | 0.01% | Add +17.7% | 236,324 | $74.2M |
| Allspring Global Investments Holdings, LLC | 0.11% | Reduce -16.8% | 212,169 | $66.2M |
| Northern Trust Corp. | 0.01% | Reduce -4.2% | 208,381 | $65.4M |
| Premier Fund Managers Ltd | 2.29% | Add +18.1% | 200,807 | $62.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -26.5% | 198,589 | $62.3M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Add +18.8% | 193,612 | $60.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -1.5% | 193,541 | $60.8M |
| Schroder Investment Management Group | 0.04% | Add +50.9% | 166,898 | $52.2M |
| M&G PLC | 0.29% | Reduce -2.8% | 163,887 | $51.5M |
| Amundi | 0.02% | Add +22716.4% | 162,681 | $50.5M |
| Two Sigma Investments, LP | 0.09% | Add +42.0% | 160,668 | $50.4M |
| Two Sigma Advisers, LP | 0.09% | Add +55.1% | 142,200 | $44.6M |
| Sei Investments Co. | 0.05% | Add +0.9% | 140,323 | $44.1M |
| Qube Research & Technologies Ltd | 0.06% | Add +58.8% | 138,932 | $43.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +20.2% | 131,338 | $41.2M |
| Royce & Associates LP | 0.42% | Reduce -6.0% | 129,217 | $40.6M |
| Point72 Asset Management | 0.10% | Add +103.1% | 123,200 | $38.7M |
| Nuveen, LLC | 0.01% | Reduce -14.7% | 108,844 | $34.2M |
| Assenagon Asset Management S.A. | 0.05% | New | 105,430 | $33.1M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -2.0% | 104,139 | $32.7M |
| Royal Bank of Canada | 0.01% | Add +180.2% | 103,916 | $32.6M |
| American Capital Management Inc. | 1.27% | Reduce -23.9% | 97,479 | $30.6M |
| Copeland Capital Management, LLC | 0.60% | Reduce -10.4% | 92,614 | $29.1M |
| DF Dent & Co. Inc. | 0.35% | Add +4.9% | 87,012 | $27.3M |
| Wells Fargo & Company | 0.01% | Add +1.6% | 85,849 | $27.0M |
| Captrust Financial Advisors | 0.05% | Add +2.8% | 75,647 | $23.7M |
| Rhumbline Advisers | 0.02% | Reduce -6.0% | 71,584 | $22.5M |
| Principal Financial Group Inc. | 0.01% | Reduce -9.5% | 69,046 | $21.7M |
| Raymond James Financial Inc. | 0.01% | Add +3.9% | 61,286 | $19.2M |
| Confluence Investment Management LLC | 0.27% | Reduce -1.8% | 60,980 | $19.1M |
| Congress Asset Management Co. | 0.13% | Add +7.5% | 60,411 | $19.0M |
| Nordea Investment Management AB | 0.02% | Add +3.0% | 60,181 | $18.8M |
| Panagora Asset Management Inc. | 0.08% | Add +3.5% | 58,661 | $18.4M |
| UBS Group AG | 0.00% | Reduce -45.2% | 57,707 | $18.1M |
| Nicholas Company, Inc. | 0.30% | Reduce -0.0% | 56,565 | $17.8M |
| Chicago Capital, LLC | 0.44% | Reduce -0.7% | 56,415 | $17.7M |
| Swiss National Bank | 0.01% | Reduce -1.7% | 53,100 | $16.7M |
| Bank of Montreal | 0.01% | Add +879.8% | 52,342 | $16.4M |
| Toronto Dominion Bank | 0.03% | New | 50,640 | $15.9M |
| Legal & General Group Plc | 0.00% | Add +3.8% | 49,501 | $15.5M |
| Lazard Asset Management LLC | 0.02% | Add +367.9% | 48,952 | $15.4M |
| Barlow Wealth Partners, LLC | 1.82% | Add +33.6% | 49,072 | $15.2M |
| Citadel Advisors | 0.01% | Reduce -55.9% | 47,548 | $14.9M |
| California Public Employees Retirement System | 0.01% | Add +0.1% | 45,120 | $14.2M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -5.1% | 45,053 | $14.1M |
| Ameriprise Financial Inc. | 0.00% | Add +44.7% | 44,284 | $13.9M |
| Algert Global LLC | 0.29% | Add +15.7% | 44,143 | $13.9M |
| CI Investments Inc. | 0.05% | Add +8.6% | 43,878 | $13.8M |
| National Bank of Canada | 0.01% | Add +190.2% | 43,878 | $13.8M |
| Parnassus Investments, LLC | 0.03% | Reduce -20.8% | 42,955 | $13.5M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.03% | Add +166.8% | 42,420 | $13.3M |
| Cubist Systematic Strategies, LLC | 0.14% | Reduce -7.8% | 41,559 | $13.0M |
| Meeder Asset Management Inc. | 0.79% | Add +15972.2% | 40,984 | $12.9M |
| Segall Bryant & Hamill, LLC | 0.18% | Add +6.7% | 40,792 | $12.8M |
| Voloridge Investment Management, LLC | 0.05% | Add +3158.3% | 40,435 | $12.7M |
| Janus Henderson Group PLC | 0.01% | Add +74.5% | 37,982 | $11.9M |
| Jane Street Group, LLC | 0.02% | Add +67.0% | 34,401 | $10.8M |
| Retirement Systems of Alabama | 0.04% | Reduce -1.1% | 32,532 | $10.2M |
| Alliancebernstein L.P. | 0.00% | Add +0.4% | 32,166 | $10.1M |
| Bank of Nova Scotia | 0.02% | Reduce -28.1% | 32,000 | $10.0M |
| HRT Financial LP | 0.04% | Add +85.2% | 31,773 | $10.0M |
| Quantinno Capital Management LP | 0.04% | Add +48.1% | 31,146 | $9.8M |
| Cooper Investors PTY Ltd. | 1.77% | Add +27.1% | 30,985 | $9.7M |
| Holocene Advisors, LP | 0.02% | Add +37.2% | 29,211 | $9.2M |
| Susquehanna Portfolio Strategies, LLC | 0.20% | New | 29,070 | $9.1M |
| Magnetar Financial LLC | 0.04% | Add +82.1% | 28,223 | $8.9M |
| Tribune Investment Group LP | 4.33% | Reduce -22.2% | 28,000 | $8.8M |
| Engineers Gate Manager LP | 0.11% | Add +42.3% | 27,114 | $8.5M |
| ExodusPoint Capital Management, LP | 0.10% | Add +45.8% | 27,066 | $8.5M |
| Voleon Capital Management LP | 0.46% | Add +28.7% | 26,933 | $8.5M |
| Marks Group Wealth Management, Inc | 0.76% | Add +0.6% | 25,978 | $8.2M |
| California State Teachers Retirement System | 0.01% | Reduce -0.8% | 25,483 | $8.0M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +0.6% | 25,013 | $7.9M |
| United Capital Financial Advisors, LLC | 0.06% | Reduce -1.9% | 24,908 | $7.8M |
| Kornitzer Capital Management Inc. | 0.16% | Reduce -1.8% | 24,841 | $7.8M |
| Teacher Retirement System of Texas | 0.03% | Reduce -8.0% | 24,736 | $7.8M |
| Tudor Investment Corporation | 0.06% | Add +5.8% | 24,627 | $7.7M |
| Sea Cliff Partners Management, LP | 2.57% | New | 24,000 | $7.5M |
| D. E. Shaw & Co. | 0.01% | Reduce -42.8% | 22,915 | $7.2M |
"% of holder's portfolio" is MORN's weight in each manager's 13F, not the share of Morningstar Inc. the manager owns.