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 |
| Thrivent Financial for Lutherans | 0.02% | Add +28.4% | 22,097 | $6.9M |
| Prudential Financial Inc. | 0.01% | Add +10.7% | 21,826 | $6.9M |
| Van Eck Associates Corp. | 0.01% | New | 20,797 | $6.5M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -6.2% | 20,455 | $6.4M |
| Jump Financial, LLC | 0.08% | Add +18.7% | 20,266 | $6.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -4.5% | 20,256 | $6.4M |
| Edgestream Partners, L.P. | 0.18% | New | 20,225 | $6.3M |
| Motley Fool Wealth Management, LLC | 0.37% | Reduce -9.6% | 19,701 | $6.2M |
| Pinebridge Investments, L.P. | 0.05% | Reduce -16.0% | 18,517 | $5.8M |
| Citigroup Inc. | 0.00% | Add +40.9% | 18,465 | $5.8M |
| Squarepoint Ops LLC | 0.01% | Reduce -71.7% | 18,143 | $5.7M |
| Voya Investment Management LLC | 0.01% | Add +39.4% | 18,042 | $5.7M |
| BNP Paribas Financial Markets | 0.00% | Add +127.8% | 17,696 | $5.6M |
| State of Alaska, Department of Revenue | 0.06% | Add +15.2% | 17,557 | $5.5M |
| Victory Capital Management Inc. | 0.00% | Add +1.3% | 17,534 | $5.5M |
| Barclays PLC | 0.00% | Reduce -4.4% | 17,356 | $5.4M |
| Allianz Asset Management GmbH | 0.01% | New | 16,713 | $5.2M |
| Man Group plc | 0.01% | Reduce -14.8% | 16,421 | $5.2M |
| Fisher Asset Management | 0.00% | Reduce -8.0% | 16,141 | $5.1M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.9% | 15,397 | $4.8M |
| American Century Companies Inc. | 0.00% | Add +82.8% | 15,308 | $4.8M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -20.2% | 15,086 | $4.7M |
| Capital Fund Management S.A. | 0.05% | New | 15,057 | $4.7M |
| MetLife Investment Management, LLC | 0.03% | Reduce -7.1% | 15,008 | $4.7M |
| Verition Fund Management LLC | 0.03% | Reduce -10.6% | 14,920 | $4.7M |
| Neuberger Berman Group LLC | 0.00% | Reduce -2.8% | 14,616 | $4.6M |
| Sone Capital Management, LLC | 0.42% | Reduce -62.2% | 14,559 | $4.6M |
| First Trust Advisors LP | 0.00% | Reduce -79.3% | 14,400 | $4.5M |
| CW Advisors, LLC | 0.04% | Add +5.9% | 14,043 | $4.4M |
| Cardinal Capital Management | 0.64% | Add +12.3% | 13,854 | $4.3M |
| Stifel Financial Corp. | 0.00% | Reduce -11.2% | 13,513 | $4.2M |
| Oppenheimer Asset Management Inc. | 0.05% | Reduce -5.8% | 13,238 | $4.2M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -4.8% | 13,237 | $4.2M |
| Natixis | 0.02% | Reduce -58.1% | 12,948 | $4.1M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -6.3% | 12,717 | $4.0M |
| New York State Common Retirement Fund | 0.01% | Reduce -9.6% | 12,641 | $4.0M |
| Amalgamated Bank | 0.03% | Reduce -1.9% | 12,542 | $3.9M |
| Henshaw Capital LLC | 0.16% | Reduce -14.6% | 12,463 | $3.9M |
| YHB Investment Advisors, Inc. | 0.30% | Reduce -5.5% | 12,179 | $3.8M |
| Motley Fool Asset Management LLC | 0.17% | Reduce -23.2% | 11,753 | $3.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +2.4% | 11,485 | $3.6M |
| Schonfeld Strategic Advisors LLC | 0.03% | Reduce -12.8% | 11,330 | $3.6M |
| Southeast Asset Advisors, LLC | 0.42% | Add +0.1% | 11,227 | $3.5M |
| Vident Advisory, LLC | 0.04% | Add +15.8% | 11,184 | $3.5M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -10.0% | 10,984 | $3.4M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 10,460 | $3.3M |
| Kensington Investment Counsel, LLC | 1.39% | Reduce -0.6% | 10,343 | $3.2M |
| Y-Intercept (Hong Kong) Ltd | 0.08% | Add +475.2% | 10,054 | $3.2M |
| Commerce Bank | 0.02% | Reduce -7.0% | 10,015 | $3.1M |
| Ceera Investments, LLC | 0.94% | No change | 9,786 | $3.1M |
| Dearborn Partners LLC | 0.14% | Add +525.0% | 9,663 | $3.0M |
| OP Asset Management Ltd | 0.04% | No change | 9,645 | $3.0M |
| Asset Management One Co., Ltd. | 0.01% | Reduce -63.7% | 9,486 | $3.0M |
| Ensign Peak Advisors, Inc | 0.01% | Add +4.2% | 9,395 | $2.9M |
| Gotham Asset Management | 0.02% | Add +128.8% | 9,390 | $2.9M |
| Brevan Howard Capital Management LP | 0.03% | Add +84.6% | 9,354 | $2.9M |
| Aquatic Capital Management LLC | 0.06% | Reduce -31.6% | 8,973 | $2.8M |
| Yousif Capital Management, LLC | 0.03% | Reduce -3.5% | 8,961 | $2.8M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Reduce -7.6% | 8,961 | $2.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +230.4% | 8,852 | $2.8M |
| Globeflex Capital L P | 0.23% | No change | 8,835 | $2.8M |
| Azzad Asset Management Inc. | 0.29% | Reduce -0.1% | 8,683 | $2.7M |
| 1832 Asset Management L.P. | 0.00% | New | 8,600 | $2.7M |
| Pathstone Holdings, LLC | 0.01% | Reduce -0.7% | 8,544 | $2.7M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 8,498 | $2.7M |
| M&T Bank Corp | 0.01% | Add +0.8% | 8,445 | $2.7M |
| Corient Private Wealth LP | 0.00% | Reduce -4.4% | 8,428 | $2.6M |
| Comerica Bank | 0.01% | Reduce -2.5% | 8,345 | $2.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +16.8% | 8,212 | $2.6M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | Reduce -5.0% | 8,088 | $2.5M |
| Arizona State Retirement System | 0.01% | Add +1.3% | 8,081 | $2.5M |
| US Bancorp \de | 0.00% | Add +0.7% | 7,972 | $2.5M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 7,770 | $2.4M |
| Loomis Sayles & Co. L P | 0.00% | Add +207.4% | 7,631 | $2.4M |
| State of Wisconsin Investment Board | 0.01% | Reduce -13.5% | 7,589 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | Add +135.8% | 7,534 | $2.4M |
| Redmond Asset Management, LLC | 0.56% | No change | 7,528 | $2.4M |
| Bright Rock Capital Management, LLC | 0.48% | No change | 7,500 | $2.4M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -1.3% | 7,500 | $2.4M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -11.1% | 7,426 | $2.3M |
| Acadian Asset Management LLC | 0.00% | New | 7,321 | $2.3M |
| Campbell & CO Investment Adviser LLC | 0.14% | Add +111.9% | 7,046 | $2.2M |
| Empire Life Investments Inc. | 0.14% | Reduce -1.8% | 6,934 | $2.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +5.9% | 6,839 | $2.1M |
| State of Michigan Retirement System | 0.01% | Reduce -1.5% | 6,400 | $2.0M |
| Handelsbanken Fonder AB | 0.01% | No change | 6,372 | $2.0M |
| Norden Group LLC | 0.22% | Reduce -7.5% | 6,323 | $2.0M |
| LPL Financial LLC | 0.00% | Add +8.2% | 6,315 | $2.0M |
| Oddo BHF Asset Management Sas | 0.07% | Reduce -2.7% | 6,132 | $1.9M |
| HSBC Holdings PLC | 0.00% | Reduce -56.3% | 6,140 | $1.9M |
| AlphaQuest LLC | 0.19% | Reduce -6.7% | 6,072 | $1.9M |
| Ashford Capital Management Inc. | 0.22% | Add +12.3% | 6,059 | $1.9M |
| MML Investors Services, LLC | 0.01% | Add +9.3% | 6,033 | $1.9M |
| New York State Teachers Retirement System | 0.00% | Add +1.7% | 6,000 | $1.9M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Reduce -1.1% | 5,943 | $1.9M |
| Harbor Capital Advisors, Inc. | 0.08% | Add +1.3% | 5,939 | $1.9M |
| New Age Alpha Advisors, LLC | 0.08% | Add +6.4% | 5,822 | $1.8M |
| KLP Kapitalforvaltning As | 0.01% | Add +1.8% | 5,800 | $1.8M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -1.2% | 5,777 | $1.8M |
| Oregon Public Employees Retirement Fund | 0.03% | No change | 5,488 | $1.7M |
| New Mexico Educational Retirement Board | 0.05% | No change | 5,200 | $1.6M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -2.8% | 5,168 | $1.6M |
| Linden Thomas Advisory Services, LLC | 0.18% | Reduce -0.8% | 5,156 | $1.6M |
| Fox Run Management, L.L.C. | 0.27% | Add +91.6% | 5,130 | $1.6M |
| WINTON GROUP Ltd | 0.08% | New | 5,115 | $1.6M |
| Grandeur Peak Global Advisors, LLC | 0.19% | Add +30.7% | 4,986 | $1.6M |
| Portside Wealth Group, LLC | 0.23% | Reduce -2.2% | 4,890 | $1.5M |
| Danske Bank A/S | 0.00% | Reduce -31.1% | 4,885 | $1.5M |
| Bradyco, Inc. | 1.12% | No change | 4,864 | $1.5M |
| Ieq Capital, LLC | 0.01% | New | 4,858 | $1.5M |
| Headlands Technologies LLC | 0.18% | Reduce -30.7% | 4,851 | $1.5M |
| Virtu Financial LLC | 0.08% | New | 4,705 | $1.5M |
| Alliance Wealth Advisors, LLC | 0.36% | Reduce -2.5% | 4,701 | $1.5M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +20.3% | 4,676 | $1.5M |
| Entropy Technologies, LP | 0.12% | Add +68.8% | 4,655 | $1.5M |
| Johnson Investment Counsel Inc. | 0.01% | Add +7.9% | 4,533 | $1.4M |
| Creative Planning | 0.00% | Add +75.3% | 4,506 | $1.4M |
| Two Sigma Securities, LLC | 0.17% | New | 4,441 | $1.4M |
| Xponance LLC | 0.01% | Reduce -21.2% | 4,366 | $1.4M |
| Consolidated Press International Holdings Ltd. | 0.22% | Add +4.9% | 4,300 | $1.3M |
| Focus Partners Wealth | 0.00% | Add +11.9% | 4,296 | $1.3M |
| Keeler Thomas Management LLC | 0.58% | New | 4,285 | $1.3M |
| Cerity Partners LLC | 0.00% | Reduce -21.3% | 4,270 | $1.3M |
| Cwm, LLC | 0.00% | Add +241.2% | 4,262 | $1.3M |
| Utah Retirement Systems | 0.01% | Reduce -4.3% | 4,228 | $1.3M |
| Truist Financial Corp. | 0.00% | Reduce -2.1% | 4,225 | $1.3M |
| Martin Capital Advisors, LLP | 0.86% | No change | 4,202 | $1.3M |
| Freestone Grove Partners LP | 0.01% | New | 4,147 | $1.3M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -0.7% | 4,049 | $1.3M |
| Mariner, LLC | 0.00% | Add +162.2% | 4,038 | $1.3M |
| Gibbs Wealth Management | 0.24% | Add +7.9% | 4,024 | $1.3M |
| Empowered Funds, LLC | 0.01% | New | 4,011 | $1.3M |
| Sepio Capital, LP | 0.09% | Reduce -31.7% | 4,008 | $1.3M |
| Index Fund Advisors, Inc. | 0.07% | New | 3,913 | $1.2M |
| Accretive Wealth Partners, LLC | 0.39% | Add +0.8% | 3,826 | $1.2M |
| Level Four Advisory Services, LLC | 0.04% | Add +0.5% | 3,798 | $1.2M |
| Centiva Capital, LP | 0.08% | Add +4.7% | 3,794 | $1.2M |
| R Squared Ltd | 0.62% | Add +59.5% | 3,573 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +19.4% | 3,524 | $1.1M |
| Bessemer Group Inc. | 0.00% | Add +0.6% | 3,505 | $1.1M |
| XTX Topco Ltd | 0.05% | Reduce -46.8% | 3,490 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +1.0% | 3,396 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +90.1% | 3,425 | $1.1M |
| Mackenzie Financial Corp. | 0.00% | No change | 3,372 | $1.1M |
| Diversify Wealth Management, LLC | 0.07% | Add +19.6% | 4,070 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +11.6% | 3,302 | $1.0M |
| Townsquare Capital LLC | 0.10% | Reduce -92.0% | 3,248 | $1.0M |
| &partners | 0.01% | Add +5.3% | 3,109 | $976K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.09% | Add +9.0% | 3,106 | $975K |
| Aurora Investment Counsel | 0.51% | New | 3,090 | $970K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 3,021 | $948K |
| Integrated Wealth Concepts LLC | 0.01% | Add +39.4% | 3,015 | $947K |
| Aigen Investment Management, LP | 0.13% | New | 3,014 | $946K |
| Callan Family Office, LLC | 0.03% | Add +247.8% | 3,005 | $943K |
| Precision Wealth Strategies, LLC | 0.30% | Add +7.1% | 2,991 | $939K |
| Atria Investments, Inc | 0.01% | Reduce -0.5% | 2,943 | $924K |
| Blair William & Co. | 0.00% | Reduce -30.1% | 2,896 | $909K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -29.7% | 2,843 | $888K |
| Worldquant Millennium Advisors LLC | 0.00% | New | 2,819 | $885K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,787 | $875K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.15% | Add +393.7% | 2,745 | $862K |
| Ethic Inc. | 0.02% | Add +10.4% | 2,738 | $857K |
| HB Wealth Management, LLC | 0.01% | Reduce -2.3% | 2,670 | $838K |
| Covey Capital Advisors, LLC | 0.88% | No change | 2,604 | $817K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -23.0% | 2,528 | $794K |
| Simon Quick Advisors, LLC | 0.04% | Reduce -29.3% | 2,512 | $789K |
| 111 Capital | 0.13% | Add +110.7% | 2,440 | $766K |
| Petrus Trust Company, LTA | 0.08% | Add +56.3% | 2,410 | $757K |
| Planning Alternatives Ltd. | 0.10% | Reduce -0.6% | 2,392 | $751K |
| Advisory Services Network, LLC | 0.01% | Add +6.4% | 2,625 | $726K |
| Capstone Investment Advisors, LLC | 0.01% | New | 2,252 | $707K |
| Mercer Global Advisors Inc. | 0.00% | Add +220.6% | 2,238 | $702K |
| Deutsche Bank AG | 0.00% | Add +15.0% | 2,211 | $694K |
| Point72 Hong Kong Ltd | 0.05% | Reduce -85.8% | 2,200 | $691K |
| Cetera Investment Advisers | 0.00% | Reduce -0.4% | 2,198 | $690K |
| Benjamin Edwards Inc. | 0.01% | Add +9.4% | 2,197 | $690K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.1% | 2,110 | $663K |
| Securian Asset Management, Inc. | 0.02% | No change | 2,080 | $653K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.8% | 2,068 | $649K |
| Federated Hermes, Inc. | 0.00% | Reduce -3.2% | 2,048 | $643K |
| Point72 (DIFC) Ltd | 0.05% | Reduce -36.8% | 1,937 | $608K |
| Ballentine Partners, LLC | 0.01% | Add +44.6% | 1,866 | $586K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +104.9% | 1,856 | $583K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.25% | Add +0.1% | 1,812 | $569K |
| Procyon Advisors, LLC | 0.05% | Reduce -0.5% | 1,792 | $563K |
| DRW Securities, LLC | 0.04% | New | 1,791 | $562K |
| Quantbot Technologies LP | 0.01% | Reduce -93.1% | 1,758 | $552K |
| AE Wealth Management LLC | 0.00% | Add +1.2% | 1,740 | $546K |
| Park Avenue Securities LLC | 0.01% | Add +5.7% | 1,721 | $540K |
| Quadrant Capital Group LLC | 0.02% | Add +65.3% | 1,718 | $539K |
| Sanctuary Advisors, LLC | 0.00% | Add +37.6% | 1,621 | $509K |
| Scientech Research LLC | 0.12% | New | 1,543 | $484K |
| Franklin Resources Inc. | 0.00% | Add +0.8% | 1,541 | $484K |
| Naviter Wealth, LLC | 0.06% | No change | 1,540 | $483K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +24.3% | 1,510 | $474K |
| Dempze Nancy E | 0.27% | No change | 1,494 | $469K |
| AdvisorShares Investments LLC | 0.08% | Reduce -1.3% | 1,491 | $468K |
| Cadent Capital Advisors, LLC | 0.15% | No change | 1,489 | $467K |
| Connable Office Inc. | 0.05% | No change | 1,470 | $461K |
| Smith Group Asset Management, LLC | 0.03% | No change | 1,450 | $455K |
| Nebula Research & Development LLC | 0.04% | Reduce -77.0% | 1,448 | $455K |
| ClearAlpha Technologies LP | 1.30% | New | 1,432 | $450K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -8.2% | 1,431 | $449K |
| SG Americas Securities, LLC | 0.00% | Reduce -41.9% | 1,428 | $448K |
| Andina Capital Management, LLC | 0.31% | Add +7.6% | 1,393 | $437K |
| Welch & Forbes LLC | 0.01% | Reduce -8.9% | 1,374 | $431K |
| CIBC Asset Management Inc | 0.00% | No change | 1,355 | $425K |
| Merit Financial Group, LLC | 0.00% | New | 1,350 | $424K |
| Syon Capital LLC | 0.03% | New | 1,340 | $421K |
| Parallel Advisors, LLC | 0.01% | Add +12.4% | 1,327 | $417K |
| Diversify Advisory Services, LLC | 0.02% | Add +17.7% | 1,567 | $405K |
| FORA Capital, LLC | 0.04% | New | 1,264 | $397K |
| Maryland State Retirement & Pension System | 0.01% | No change | 1,247 | $391K |
| Pacer Advisors, Inc. | 0.00% | Reduce -3.2% | 1,220 | $383K |
| Brighton Jones LLC | 0.01% | New | 1,188 | $373K |
| QRG Capital Management, Inc. | 0.00% | Add +12.6% | 1,181 | $371K |
| ProShare Advisors LLC | 0.00% | Add +2.5% | 1,180 | $370K |
| Institute for Wealth Management, LLC. | 0.04% | No change | 1,171 | $368K |
| Advisors Preferred, LLC | 0.06% | New | 1,168 | $364K |
| Capital Investment Counsel, Inc | 0.05% | No change | 1,150 | $361K |
| Cottonwood Capital Advisors, LLC | 0.24% | No change | 1,135 | $356K |
| Aster Capital Management (DIFC) Ltd | 0.08% | New | 1,123 | $353K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -37.9% | 1,113 | $349K |
| denkapparat Operations GmbH | 0.28% | Add +14.5% | 1,106 | $347K |
| Trexquant Investment LP | 0.00% | Reduce -93.2% | 1,087 | $341K |
| Wallace Advisory Group, LLC | 0.25% | Add +5.2% | 1,136 | $341K |
| Graham Capital Management, L.P. | 0.01% | Reduce -82.6% | 1,082 | $340K |
| Tidal Investments LLC | 0.00% | Reduce -12.4% | 1,055 | $331K |
| Bridgefront Capital, LLC | 0.08% | New | 990 | $311K |
| Seeds Investor LLC | 0.07% | Reduce -40.0% | 972 | $305K |
| Shelton Capital Management | 0.01% | No change | 970 | $305K |
| Laurion Capital Management LP | 0.04% | New | 950 | $298K |
| Mechanics Bank Trust Department | 0.04% | Reduce -0.6% | 949 | $298K |
| Angeles Wealth Management, LLC | 0.02% | No change | 926 | $291K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Add +12.6% | 924 | $290K |
| Compound Planning, Inc. | 0.01% | Add +17.9% | 916 | $288K |
| Dundas Partners LLP | 0.02% | Reduce -41.2% | 895 | $281K |
| Principal Securities, Inc. | 0.01% | Add +26.7% | 893 | $280K |
| Fiduciary Trust Co | 0.00% | Reduce -18.4% | 884 | $278K |
| iSAM Funds (UK) Ltd | 0.06% | New | 861 | $270K |
| Bayforest Capital Ltd | 0.12% | Add +0.3% | 858 | $269K |
| Versant Capital Management, Inc | 0.04% | Add +1.0% | 819 | $257K |
| Cresset Asset Management, LLC | 0.00% | Reduce -47.5% | 811 | $255K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 800 | $251K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +0.3% | 776 | $244K |
| Keybank National Association | 0.00% | Reduce -4.7% | 772 | $242K |
| Genesis Private Wealth, LLC | 0.11% | Reduce -3.8% | 758 | $238K |
| Claret Asset Management Corp | 0.03% | Add +7.4% | 744 | $233K |
| Kestra Advisory Services, LLC | 0.00% | New | 741 | $233K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -3.9% | 735 | $231K |
| Forum Financial Management, LP | 0.00% | Add +6.7% | 735 | $231K |
| Kera Capital Partners, Inc. | 0.05% | New | 730 | $229K |
| Burney Co./ | 0.01% | New | 720 | $226K |
| Swiss Life Asset Management Ltd | 0.00% | New | 718 | $225K |
| EP Wealth Advisors, LLC | 0.00% | New | 711 | $223K |
| Gsa Capital Partners LLP | 0.02% | Reduce -73.6% | 705 | $221K |
| NorthCoast Asset Management LLC | 0.00% | New | 701 | $220K |
| Praxis Investment Management Inc. | 0.01% | No change | 700 | $220K |
| Chicago Partners Investment Group LLC | 0.01% | New | 785 | $217K |
| Aspiriant, LLC | 0.01% | New | 687 | $216K |
| Glenview Trust Co | 0.00% | No change | 683 | $214K |
| GK Wealth Management LLC | 0.21% | Add +0.4% | 681 | $214K |
| UMB Bank, n.a. | 0.00% | Add +30.2% | 672 | $211K |
| Bank of Stockton | 0.06% | Reduce -0.6% | 670 | $210K |
| Pallas Capital Advisors LLC | 0.01% | New | 669 | $210K |
| Shell Asset Management Co. | 0.01% | Reduce -17.2% | 665 | $209K |
| Hudson Bay Capital Management LP | 0.00% | New | 660 | $207K |
| Brown Miller Wealth Management, LLC | 0.06% | Reduce -1.4% | 660 | $207K |
| KBC Group NV | 0.00% | Reduce -38.1% | 659 | $207K |
| Fonville Wealth Management LLC | 0.05% | New | 646 | $203K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | New | 641 | $201K |
| HM Payson & Co. | 0.00% | No change | 600 | $188K |
| STRS Ohio | 0.00% | New | 562 | $176K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +2450.0% | 561 | $176K |
| Covestor Ltd | 0.10% | Add +15.2% | 560 | $176K |
| Sterling Capital Management LLC | 0.00% | Add +492.1% | 527 | $165K |
| North Star Investment Management Corp. | 0.01% | No change | 517 | $162K |
| Essential Partners LLC | 0.06% | — | 468 | $147K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Add +46.5% | 466 | $146K |
| Macquarie Group Ltd. | 0.00% | New | 437 | $137K |
| GAMMA Investing LLC | 0.01% | Reduce -10.0% | 433 | $136K |
| Signaturefd, LLC | 0.00% | Add +14.5% | 410 | $129K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -2.9% | 396 | $124K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 375 | $118K |
| Whittier Trust Co. | 0.00% | No change | 355 | $111K |
| Fifth Third Bancorp | 0.00% | Reduce -14.5% | 341 | $107K |
| Bokf, NA | 0.00% | Reduce -5.8% | 325 | $102K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 287 | $90K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 283 | $89K |
| CVA Family Office, LLC | 0.01% | No change | 230 | $72K |
| Blue Trust, Inc. | 0.00% | Add +28.8% | 228 | $72K |
| MAI Capital Management | 0.00% | Add +47.7% | 226 | $71K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.6% | 199 | $62K |
| Quarry LP | 0.01% | Reduce -39.3% | 195 | $61K |
| First Horizon Advisors, Inc. | 0.00% | Add +13.4% | 194 | $61K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +9.0% | 194 | $61K |
| Employees Retirement System of Texas | 0.00% | New | 184 | $58K |
| American National Bank & Trust | 0.01% | New | 180 | $57K |
| Arax Advisory Partners | 0.00% | Add +203.5% | 173 | $54K |
| Longview Financial Advisors LLC | 0.03% | No change | 155 | $49K |
| Allworth Financial LP | 0.00% | Add +32.5% | 155 | $49K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -27.4% | 151 | $47K |
| WPG Advisers, LLC | 0.04% | Reduce -43.2% | 138 | $43K |
| IFP Advisors, Inc | 0.00% | Add +270.3% | 137 | $43K |
| Clearstead Advisors, LLC | 0.00% | Add +25.9% | 107 | $34K |
| V-Square Quantitative Management LLC | 0.00% | Reduce -35.9% | 93 | $29K |
| Osterweis Capital Management Inc. | 0.00% | New | 92 | $29K |
| Private Trust Co. NA | 0.00% | No change | 84 | $26K |
| Bradley & Co. Private Wealth Management, LLC | 0.02% | No change | 83 | $26K |
| Bell Investment Advisors, Inc | 0.00% | Add +2.5% | 81 | $25K |
| Optiver Holding B.V. | 0.00% | Reduce -3.7% | 78 | $24K |
| NewEdge Advisors, LLC | 0.00% | Add +1.3% | 78 | $24K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 77 | $24K |
| CENTRAL TRUST Co | 0.00% | No change | 75 | $24K |
| Brooklyn Investment Group | 0.00% | No change | 74 | $23K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +2.9% | 72 | $23K |
| Hughes Financial Services, LLC | 0.00% | Add +4.8% | 87 | $23K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +590.0% | 69 | $22K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -20.5% | 62 | $19K |
| Centerpoint Advisors, LLC | 0.01% | No change | 62 | $19K |
| Larson Financial Group LLC | 0.00% | Reduce -66.5% | 52 | $16K |
| Rise Advisors, LLC | 0.01% | No change | 50 | $16K |
| Financial Network Wealth Advisors LLC | 0.02% | No change | 46 | $14K |
| Binnacle Investments Inc | 0.01% | No change | 38 | $12K |
| Wolff Wiese Magana LLC | 0.01% | Reduce -2.6% | 37 | $12K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +76.2% | 37 | $12K |
| Ameritas Advisory Services, LLC | 0.00% | New | 35 | $11K |
| Hemington Wealth Management | 0.00% | Add +37.0% | 37 | $11K |
| Dogwood Wealth Management LLC | 0.01% | New | 36 | $11K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | No change | 34 | $11K |
| Creative Financial Designs Inc. | 0.00% | No change | 33 | $10K |
| Harbour Investments, Inc. | 0.00% | Add +450.0% | 33 | $10K |
| Caitong International Asset Management Co., Ltd | 0.01% | Reduce -91.8% | 32 | $10K |
| Hantz Financial Services, Inc. | 0.00% | Add +3200.0% | 33 | $10K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 31 | $10K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 25 | $8K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +11.1% | 20 | $6K |
| Whipplewood Advisors, LLC | 0.00% | Reduce -21.7% | 18 | $6K |
| Atlantic Private Wealth, LLC | 0.00% | No change | 16 | $5K |
| Global Retirement Partners, LLC | 0.00% | — | 15 | $5K |
| Huntington National Bank | 0.00% | Add +25.0% | 15 | $5K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -91.8% | 15 | $5K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 15 | $5K |
| Asset Dedication, LLC | 0.00% | No change | 13 | $4K |
| Tortoise Investment Management, LLC | 0.00% | Add +44.4% | 13 | $4K |
| TD Private Client Wealth LLC | 0.00% | Reduce -7.1% | 13 | $4K |
| AdvisorNet Financial, Inc | 0.00% | Add +50.0% | 12 | $4K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 11 | $3K |
| Fortitude Family Office, LLC | 0.00% | New | 10 | $3K |
| Sachetta, LLC | 0.00% | No change | 9 | $3K |
| First Command Advisory Services, Inc. | 0.00% | No change | 9 | $3K |
| True Wealth Design, LLC | 0.00% | Add +60.0% | 8 | $3K |
| Pineridge Advisors LLC | 0.00% | No change | 7 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 7 | $2K |
| Manchester Capital Management LLC | 0.00% | No change | 6 | $2K |
| Montag A & Associates Inc. | 0.00% | No change | 6 | $2K |
| WealthCollab, LLC | 0.00% | No change | 5 | $2K |
| Transce3nd, LLC | 0.00% | No change | 5 | $2K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 5 | $2K |
| Cromwell Holdings LLC | 0.00% | New | 4 | $1K |
| Parkside Financial Bank & Trust | 0.00% | Add +300.0% | 4 | $1K |
| Stephens Consulting, LLC | 0.00% | New | 3 | $942 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -40.0% | 3 | $942 |
| SouthState Bank Corp | 0.00% | No change | 3 | $942 |
| Assetmark, Inc. | 0.00% | New | 3 | $942 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +200.0% | 3 | $941 |
| Parkworth Wealth Management, Inc. | 0.00% | Add +100.0% | 2 | $628 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 2 | $628 |
| HFM Investment Advisors, LLC | 0.00% | New | 2 | $628 |
| Addison Advisors LLC | 0.00% | New | 2 | $628 |
| Rialto Wealth Management, LLC | 0.00% | New | 2 | $628 |
| Arlington Trust Co LLC | 0.00% | New | 2 | $628 |
| SBI Securities Co., Ltd. | 0.00% | No change | 2 | $628 |
| American Capital Advisory, LLC | 0.00% | New | 1 | $314 |
| Quaker Wealth Management, LLC | 0.00% | — | 1 | $314 |
| Bare Financial Services, Inc | 0.00% | No change | 1 | $314 |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 1 | $314 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 1 | $258 |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 1 | $0 |
| Avion Wealth | 0.00% | New | 2 | $0 |
"% of holder's portfolio" is MORN's weight in each manager's 13F, not the share of Morningstar Inc. the manager owns.