MorningstarMORN
13F holders, Q3 2025 (September 30)451holders −29
50new positions
73sold out
9famous investors
$231.81avg. 13F price*
At the end of Q3 2025, 451 institutions reported holding Morningstar Inc. (MORN) in their 13F filings, down 29 from Q2 2025. 50 opened new positions and 73 sold out. The largest holders were Vanguard Group Inc. ($605.6M), BlackRock, Inc. ($555.6M) and Select Equity Group, L.P. ($488.1M). 9 famous investors held it, including Ron Baron (0.9% of Baron Capital (BAMCO)'s portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).
- Company
- Morningstar Inc.
- CUSIP
- 617700109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $62.2M |
| Exits | 73 | $230.1M |
All 13F filers, Q2 2025 → Q3 2025: 3,809,492 shares bought and 4,252,831 shares sold, net −443,339 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 451 holders
| Vanguard Group Inc. | 0.01% | Reduce -0.9% | 2,610,335 | $605.6M |
| BlackRock, Inc. | 0.01% | Reduce -5.0% | 2,394,828 | $555.6M |
| Select Equity Group, L.P. | 2.09% | Add +89.0% | 2,103,702 | $488.1M |
| Morgan Stanley | 0.03% | Reduce -5.5% | 1,958,965 | $454.5M |
| Baron Capital (BAMCO) | 0.87% | Add +9.2% | 1,414,305 | $328.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.43% | Reduce -9.8% | 765,463 | $177.6M |
| State Street Corp. | 0.01% | Reduce -2.7% | 763,223 | $177.1M |
| Geode Capital Management, LLC | 0.01% | Reduce -1.8% | 615,795 | $142.9M |
| Wellington Management Group LLP | 0.02% | Reduce -21.5% | 612,826 | $142.2M |
| AQR Capital Management | 0.09% | Add +106.9% | 608,244 | $141.1M |
| Renaissance Technologies | 0.14% | Add +73.8% | 460,770 | $106.9M |
| Massachusetts Financial Services Co. | 0.03% | Reduce -29.5% | 451,242 | $104.7M |
| Dimensional Fund Advisors LP | 0.02% | Add +26.7% | 420,127 | $97.5M |
| Wasatch Advisors LP | 0.46% | Reduce -42.3% | 371,883 | $86.3M |
| Liontrust Investment Partners LLP | 1.26% | Reduce -5.3% | 371,158 | $86.1M |
| JPMorgan Chase & Co. | 0.00% | Add +34.8% | 318,478 | $73.9M |
| Millennium Management | 0.06% | Reduce -63.2% | 298,741 | $69.3M |
| Invesco Ltd. | 0.01% | Add +5.5% | 296,302 | $68.7M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Add +50.1% | 290,621 | $67.4M |
| Two Sigma Investments, LP | 0.11% | Add +78.1% | 286,175 | $66.4M |
| Qube Research & Technologies Ltd | 0.07% | Add +44.3% | 200,441 | $46.5M |
| DF Dent & Co. Inc. | 0.60% | Add +129.4% | 199,585 | $46.3M |
| FMR LLC | 0.00% | Reduce -29.3% | 193,443 | $44.9M |
| Northern Trust Corp. | 0.01% | Reduce -7.9% | 191,981 | $44.5M |
| Voloridge Investment Management, LLC | 0.15% | Add +362.8% | 187,128 | $43.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -7.5% | 183,652 | $42.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -6.3% | 181,439 | $42.1M |
| Schroder Investment Management Group | 0.03% | Add +0.8% | 168,241 | $39.4M |
| Two Sigma Advisers, LP | 0.07% | Add +13.1% | 160,800 | $37.3M |
| Bank of America Corp. | 0.00% | Reduce -82.5% | 159,584 | $37.0M |
| UBS Group AG | 0.01% | Add +171.6% | 156,742 | $36.4M |
| M&G PLC | 0.20% | Reduce -5.3% | 155,134 | $36.0M |
| Royce & Associates LP | 0.32% | Add +7.9% | 139,376 | $32.3M |
| Focus Partners Wealth | 0.05% | Add +2899.4% | 128,855 | $29.9M |
| Jane Street Group, LLC | 0.03% | Add +262.2% | 124,599 | $28.9M |
| Nuveen, LLC | 0.01% | Add +4.1% | 113,293 | $26.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +6.5% | 110,885 | $25.7M |
| American Capital Management Inc. | 0.92% | Add +1.8% | 99,197 | $23.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -73.9% | 98,456 | $22.8M |
| HRT Financial LP | 0.08% | Add +209.3% | 98,274 | $22.8M |
| Premier Fund Managers Ltd | 0.87% | Reduce -54.9% | 90,592 | $21.2M |
| Principal Financial Group Inc. | 0.01% | Add +32.0% | 91,155 | $21.1M |
| Cubist Systematic Strategies, LLC | 0.30% | Add +118.4% | 90,762 | $21.1M |
| Copeland Capital Management, LLC | 0.42% | Reduce -5.1% | 87,904 | $20.4M |
| Nordea Investment Management AB | 0.02% | Add +46.4% | 88,108 | $20.4M |
| Citadel Advisors | 0.02% | Add +77.3% | 84,318 | $19.6M |
| Sei Investments Co. | 0.02% | Reduce -40.9% | 82,931 | $19.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -43.1% | 74,751 | $17.3M |
| Wells Fargo & Company | 0.00% | Reduce -14.7% | 73,244 | $17.0M |
| Chicago Capital, LLC | 0.40% | Add +24.1% | 70,042 | $16.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +49.8% | 67,501 | $15.7M |
| Incline Global Management LLC | 4.61% | New | 66,981 | $15.5M |
| Captrust Financial Advisors | 0.03% | Reduce -11.9% | 66,612 | $15.5M |
| Congress Asset Management Co. | 0.10% | Add +9.4% | 66,117 | $15.3M |
| Lazard Asset Management LLC | 0.02% | Add +34.5% | 65,817 | $15.3M |
| Rhumbline Advisers | 0.01% | Reduce -8.8% | 65,254 | $15.1M |
| Confluence Investment Management LLC | 0.20% | Reduce -1.2% | 60,239 | $14.0M |
| Panagora Asset Management Inc. | 0.05% | Reduce -1.0% | 58,087 | $13.5M |
| Canada Pension Plan Investment Board | 0.01% | New | 57,600 | $13.4M |
| Engineers Gate Manager LP | 0.15% | Add +112.1% | 57,519 | $13.3M |
| Nicholas Company, Inc. | 0.22% | Add +0.0% | 56,575 | $13.1M |
| Meeder Asset Management Inc. | 0.74% | Add +36.1% | 55,796 | $12.9M |
| Quantinno Capital Management LP | 0.03% | Add +75.2% | 54,569 | $12.7M |
| Barlow Wealth Partners, LLC | 1.41% | Add +17.1% | 57,475 | $12.6M |
| Swiss National Bank | 0.01% | Add +0.4% | 53,300 | $12.4M |
| Point72 Asset Management | 0.03% | Reduce -58.7% | 50,921 | $11.8M |
| Algert Global LLC | 0.19% | Add +13.4% | 50,039 | $11.6M |
| Prudential Financial Inc. | 0.01% | Add +120.4% | 48,100 | $11.2M |
| Squarepoint Ops LLC | 0.02% | Add +160.3% | 47,235 | $11.0M |
| Legal & General Group Plc | 0.00% | Reduce -5.7% | 46,689 | $10.8M |
| CI Investments Inc. | 0.04% | Add +3.8% | 45,528 | $10.6M |
| Janus Henderson Group PLC | 0.00% | Add +17.2% | 44,529 | $10.3M |
| Susquehanna International Group, LLP | 0.01% | Add +479.7% | 43,677 | $10.1M |
| Parnassus Investments, LLC | 0.02% | Reduce -1.1% | 42,488 | $9.9M |
| Barclays PLC | 0.00% | Add +136.5% | 41,054 | $9.5M |
| Sone Capital Management, LLC | 0.76% | Add +169.4% | 39,226 | $9.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | Reduce -14.7% | 36,198 | $8.4M |
| California Public Employees Retirement System | 0.00% | Reduce -23.4% | 34,561 | $8.0M |
| Royal Bank of Canada | 0.00% | Reduce -66.8% | 34,467 | $8.0M |
| Holocene Advisors, LP | 0.02% | Add +17.2% | 34,241 | $7.9M |
| Jump Financial, LLC | 0.10% | Add +64.2% | 33,268 | $7.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.8% | 31,891 | $7.4M |
| Cooper Investors PTY Ltd. | 1.96% | No change | 30,985 | $7.2M |
| Capital Fund Management S.A. | 0.07% | Add +104.0% | 30,711 | $7.1M |
| Retirement Systems of Alabama | 0.02% | Reduce -9.1% | 29,577 | $6.9M |
| Segall Bryant & Hamill, LLC | 0.09% | Reduce -27.5% | 29,570 | $6.9M |
| D. E. Shaw & Co. | 0.01% | Add +28.2% | 29,379 | $6.8M |
| Magnetar Financial LLC | 0.04% | Reduce -0.1% | 28,188 | $6.5M |
| HSBC Holdings PLC | 0.00% | Add +351.0% | 27,694 | $6.4M |
| Teacher Retirement System of Texas | 0.03% | Add +10.5% | 27,329 | $6.3M |
| Touchstone Capital, Inc. | 3.12% | — | 26,228 | $6.1M |
| Sea Cliff Partners Management, LP | 2.31% | Add +8.3% | 26,000 | $6.0M |
| California State Teachers Retirement System | 0.01% | Add +0.0% | 25,484 | $5.9M |
| Citigroup Inc. | 0.00% | Add +37.8% | 25,437 | $5.9M |
| United Capital Financial Advisors, LLC | 0.04% | Add +1.8% | 25,361 | $5.9M |
| Dark Forest Capital Management LP | 0.22% | New | 25,257 | $5.9M |
| Schonfeld Strategic Advisors LLC | 0.04% | Add +114.0% | 24,245 | $5.6M |
| Gotham Asset Management | 0.02% | Add +157.6% | 24,186 | $5.6M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -5.9% | 23,540 | $5.5M |
| Kornitzer Capital Management Inc. | 0.11% | Reduce -6.3% | 23,276 | $5.4M |
| Marks Group Wealth Management, Inc | 0.49% | Reduce -12.4% | 22,767 | $5.3M |
| Aquatic Capital Management LLC | 0.10% | Add +153.5% | 22,747 | $5.3M |
| Van Eck Associates Corp. | 0.00% | Add +5.0% | 21,839 | $5.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -51.2% | 21,594 | $5.0M |
| Acadian Asset Management LLC | 0.01% | Add +186.5% | 20,976 | $4.9M |
| American Century Companies Inc. | 0.00% | Add +32.9% | 20,337 | $4.7M |
| Corient Private Wealth LP | 0.01% | Add +138.8% | 20,130 | $4.7M |
| Verition Fund Management LLC | 0.03% | Add +33.3% | 19,884 | $4.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +854.2% | 19,732 | $4.6M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -4.0% | 19,435 | $4.5M |
| Osaic Holdings, Inc. | 0.01% | Add +456.7% | 18,907 | $4.4M |
| Headlands Technologies LLC | 0.35% | Add +289.2% | 18,879 | $4.4M |
| Voleon Capital Management LP | 0.11% | Reduce -30.0% | 18,843 | $4.4M |
| Motley Fool Asset Management LLC | 0.18% | Add +57.9% | 18,555 | $4.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -9.4% | 18,536 | $4.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | New | 17,683 | $4.1M |
| State of Alaska, Department of Revenue | 0.04% | Reduce -1.8% | 17,248 | $4.0M |
| Jain Global LLC | 0.06% | New | 17,229 | $4.0M |
| 1832 Asset Management L.P. | 0.01% | Add +95.3% | 16,800 | $3.9M |
| BNP Paribas Financial Markets | 0.00% | Reduce -5.2% | 16,784 | $3.9M |
| Allianz Asset Management GmbH | 0.00% | Add +0.2% | 16,750 | $3.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +45.8% | 16,747 | $3.9M |
| Brevan Howard Capital Management LP | 0.05% | Add +74.3% | 16,304 | $3.8M |
| Stifel Financial Corp. | 0.00% | Add +9.9% | 14,845 | $3.4M |
| Cardinal Capital Management | 0.45% | Add +0.3% | 13,902 | $3.2M |
| Vident Advisory, LLC | 0.03% | Add +23.4% | 13,802 | $3.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -10.7% | 13,744 | $3.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -78.2% | 13,361 | $3.1M |
| Gallo Partners, LP | 2.32% | New | 13,326 | $3.1M |
| MetLife Investment Management, LLC | 0.01% | Reduce -11.4% | 13,298 | $3.1M |
| Southeast Asset Advisors, LLC | 0.33% | Add +14.9% | 12,895 | $3.0M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -42.4% | 12,726 | $3.0M |
| New York State Common Retirement Fund | 0.00% | No change | 12,641 | $2.9M |
| Henshaw Capital LLC | 0.11% | Add +0.2% | 12,483 | $2.9M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | Add +20.7% | 12,137 | $2.8M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -20.0% | 12,066 | $2.8M |
| Voya Investment Management LLC | 0.00% | Reduce -33.7% | 11,965 | $2.8M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -7.2% | 11,800 | $2.7M |
| Amalgamated Bank | 0.02% | Reduce -6.4% | 11,735 | $2.7M |
| Worldquant Millennium Advisors LLC | 0.01% | Add +311.1% | 11,588 | $2.7M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -14.7% | 11,298 | $2.6M |
| Bank of Montreal | 0.00% | Reduce -78.5% | 11,282 | $2.6M |
| YHB Investment Advisors, Inc. | 0.19% | Reduce -7.9% | 11,214 | $2.6M |
| Cwm, LLC | 0.01% | Add +155.2% | 10,878 | $2.5M |
| Man Group plc | 0.00% | Reduce -34.1% | 10,823 | $2.5M |
| Pinebridge Investments, L.P. | 0.02% | Reduce -43.3% | 10,505 | $2.4M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 10,460 | $2.4M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -5.1% | 10,427 | $2.4M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +15.3% | 10,331 | $2.4M |
| Commerce Bank | 0.01% | Add +0.3% | 10,044 | $2.3M |
| Kensington Investment Counsel, LLC | 0.90% | Reduce -7.4% | 9,574 | $2.2M |
| Dearborn Partners LLC | 0.10% | Reduce -1.2% | 9,544 | $2.2M |
| First Trust Advisors LP | 0.00% | Reduce -34.8% | 9,390 | $2.2M |
| Neuberger Berman Group LLC | 0.00% | Reduce -35.9% | 9,375 | $2.2M |
| Quadrature Capital Ltd | 0.03% | New | 9,300 | $2.2M |
| Tudor Investment Corporation | 0.01% | Reduce -63.3% | 9,029 | $2.1M |
| Oppenheimer Asset Management Inc. | 0.02% | Reduce -32.0% | 8,998 | $2.1M |
| Ceera Investments, LLC | 0.65% | Reduce -8.7% | 8,936 | $2.1M |
| Globeflex Capital L P | 0.32% | No change | 8,835 | $2.0M |
| Victory Capital Management Inc. | 0.00% | Reduce -50.0% | 8,769 | $2.0M |
| LPL Financial LLC | 0.00% | Add +37.9% | 8,710 | $2.0M |
| Point72 Hong Kong Ltd | 0.09% | Add +284.1% | 8,451 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -3.2% | 8,223 | $1.9M |
| MML Investors Services, LLC | 0.01% | Add +36.0% | 8,204 | $1.9M |
| Arizona State Retirement System | 0.01% | Add +0.4% | 8,116 | $1.9M |
| Pathstone Holdings, LLC | 0.01% | Reduce -5.3% | 8,095 | $1.9M |
| Creative Planning | 0.00% | Add +75.9% | 7,926 | $1.8M |
| OP Asset Management Ltd | 0.02% | Reduce -18.8% | 7,828 | $1.8M |
| US Bancorp \de | 0.00% | Reduce -2.4% | 7,782 | $1.8M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 7,770 | $1.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -6.5% | 7,674 | $1.8M |
| Yousif Capital Management, LLC | 0.02% | Reduce -14.6% | 7,651 | $1.8M |
| Loomis Sayles & Co. L P | 0.00% | No change | 7,631 | $1.8M |
| State of Wisconsin Investment Board | 0.00% | Reduce -0.2% | 7,573 | $1.8M |
| Redmond Asset Management, LLC | 0.43% | No change | 7,528 | $1.7M |
| Bright Rock Capital Management, LLC | 0.34% | No change | 7,500 | $1.7M |
| Intech Investment Management LLC | 0.02% | New | 7,383 | $1.7M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -0.7% | 7,378 | $1.7M |
| Comerica Bank | 0.01% | Reduce -14.1% | 7,170 | $1.7M |
| M&T Bank Corp | 0.01% | Reduce -15.2% | 7,164 | $1.7M |
| Cerity Partners LLC | 0.00% | Add +67.5% | 7,154 | $1.7M |
| Empire Life Investments Inc. | 0.10% | Add +1.6% | 7,043 | $1.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -22.5% | 6,863 | $1.6M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -9.3% | 6,800 | $1.6M |
| Mariner, LLC | 0.00% | Add +67.3% | 6,757 | $1.6M |
| Ieq Capital, LLC | 0.00% | Add +37.3% | 6,669 | $1.5M |
| Ashford Capital Management Inc. | 0.17% | Add +9.7% | 6,648 | $1.5M |
| Handelsbanken Fonder AB | 0.00% | No change | 6,372 | $1.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -8.2% | 6,278 | $1.5M |
| Point72 Asia (Singapore) Pte. Ltd. | 0.22% | Add +127.6% | 6,248 | $1.4M |
| Arax Advisory Partners | 0.02% | Add +3506.9% | 6,240 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +176.4% | 6,076 | $1.4M |
| Oddo BHF Asset Management Sas | 0.05% | Reduce -3.5% | 5,920 | $1.4M |
| New York State Teachers Retirement System | 0.00% | Reduce -1.7% | 5,900 | $1.4M |
| State of Michigan Retirement System | 0.01% | Reduce -9.4% | 5,800 | $1.3M |
| KLP Kapitalforvaltning As | 0.01% | Reduce -1.7% | 5,700 | $1.3M |
| New Age Alpha Advisors, LLC | 0.06% | Reduce -2.8% | 5,658 | $1.3M |
| Level Four Advisory Services, LLC | 0.04% | Add +48.5% | 5,638 | $1.3M |
| Quantbot Technologies LP | 0.04% | Add +220.2% | 5,629 | $1.3M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Reduce -8.2% | 5,453 | $1.3M |
| Truist Financial Corp. | 0.00% | Add +26.5% | 5,346 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +58.9% | 5,441 | $1.2M |
| New Mexico Educational Retirement Board | 0.04% | No change | 5,200 | $1.2M |
| Linden Thomas Advisory Services, LLC | 0.12% | Reduce -1.1% | 5,098 | $1.2M |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -10.2% | 4,927 | $1.1M |
| Bradyco, Inc. | 1.28% | No change | 4,864 | $1.1M |
| Grandeur Peak Global Advisors, LLC | 0.15% | Reduce -4.4% | 4,766 | $1.1M |
| CenterBook Partners LP | 0.05% | New | 4,732 | $1.1M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Reduce -41.5% | 4,730 | $1.1M |
| Pacer Advisors, Inc. | 0.00% | Add +279.5% | 4,630 | $1.1M |
| Susquehanna Portfolio Strategies, LLC | 0.02% | Reduce -84.1% | 4,621 | $1.1M |
| Bank of Nova Scotia | 0.00% | Reduce -85.6% | 4,600 | $1.1M |
| Ameritas Investment Partners, Inc. | 0.03% | Reduce -11.3% | 4,586 | $1.1M |
| Empowered Funds, LLC | 0.01% | Add +13.6% | 4,557 | $1.1M |
| Alliance Wealth Advisors, LLC | 0.24% | Reduce -5.0% | 4,468 | $1.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +55.6% | 4,425 | $1.0M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -3.0% | 4,398 | $1.0M |
| Norden Group LLC | 0.10% | Reduce -30.8% | 4,376 | $1.0M |
| Keeler Thomas Management LLC | 0.46% | Add +1.8% | 4,363 | $1.0M |
| Xponance LLC | 0.01% | Reduce -3.2% | 4,228 | $981K |
| Martin Capital Advisors, LLP | 0.59% | No change | 4,202 | $975K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -28.7% | 4,117 | $955K |
| Trexquant Investment LP | 0.01% | Add +271.6% | 4,039 | $937K |
| Sepio Capital, LP | 0.06% | Reduce -0.0% | 4,007 | $930K |
| Mercer Global Advisors Inc. | 0.00% | Add +77.7% | 3,977 | $923K |
| Summit Trail Advisors, LLC | 0.01% | New | 3,971 | $921K |
| Atom Investors LP | 0.07% | New | 3,863 | $896K |
| Bessemer Group Inc. | 0.00% | Add +9.0% | 3,822 | $887K |
| Aurora Investment Counsel | 0.46% | Add +23.3% | 3,810 | $884K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -19.2% | 3,779 | $877K |
| Diversify Wealth Management, LLC | 0.05% | Add +0.4% | 4,086 | $871K |
| Accretive Wealth Partners, LLC | 0.27% | Reduce -2.0% | 3,750 | $870K |
| Portside Wealth Group, LLC | 0.12% | Reduce -23.5% | 3,739 | $867K |
| Summit Wealth Group LLC / Co. | 0.09% | New | 3,683 | $863K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -9.9% | 3,646 | $846K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -61.2% | 3,645 | $846K |
| Polymer Capital Management (US) LLC | 0.11% | New | 3,639 | $844K |
| Farringdon Capital, Ltd. | 0.21% | New | 3,601 | $835K |
| R Squared Ltd | 0.36% | Reduce -0.2% | 3,565 | $827K |
| Quadrant Capital Group LLC | 0.03% | Add +105.0% | 3,521 | $817K |
| Mackenzie Financial Corp. | 0.00% | Add +3.9% | 3,502 | $812K |
| Numerai GP LLC | 0.11% | New | 3,447 | $800K |
| AlphaQuest LLC | 0.05% | Reduce -44.8% | 3,350 | $777K |
| Fox Run Management, L.L.C. | 0.12% | Reduce -34.9% | 3,341 | $775K |
| SG Americas Securities, LLC | 0.00% | Add +125.6% | 3,222 | $748K |
| &partners | 0.00% | Add +2.0% | 3,172 | $735K |
| Gibbs Wealth Management | 0.17% | Reduce -21.4% | 3,162 | $734K |
| Freestone Grove Partners LP | 0.01% | Reduce -24.3% | 3,140 | $729K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.05% | No change | 3,106 | $721K |
| Merit Financial Group, LLC | 0.01% | Add +128.2% | 3,081 | $715K |
| Machina Capital S.A.S. | 0.12% | New | 3,056 | $709K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 3,021 | $701K |
| Benjamin Edwards Inc. | 0.01% | Add +30.7% | 2,871 | $666K |
| HB Wealth Management, LLC | 0.00% | Add +7.2% | 2,861 | $664K |
| Atria Investments, Inc | 0.01% | Reduce -7.0% | 2,736 | $635K |
| XTX Topco Ltd | 0.03% | Reduce -22.1% | 2,720 | $631K |
| Park Avenue Securities LLC | 0.00% | Add +56.6% | 2,695 | $625K |
| Blair William & Co. | 0.00% | Reduce -7.3% | 2,685 | $623K |
| Advisory Services Network, LLC | 0.01% | Add +0.8% | 2,647 | $614K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -6.6% | 2,604 | $604K |
| Simon Quick Advisors, LLC | 0.03% | Add +2.7% | 2,579 | $598K |
| Danske Bank A/S | 0.00% | Reduce -47.3% | 2,573 | $597K |
| Jefferies Financial Group Inc. | 0.01% | New | 2,507 | $582K |
| Aigen Investment Management, LP | 0.09% | Reduce -17.2% | 2,496 | $579K |
| Deutsche Bank AG | 0.00% | Add +12.8% | 2,494 | $579K |
| Tidal Investments LLC | 0.00% | Add +133.4% | 2,462 | $571K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | New | 2,400 | $557K |
| Planning Alternatives Ltd. | 0.07% | No change | 2,392 | $555K |
| EntryPoint Capital, LLC | 0.21% | New | 2,387 | $554K |
| iSAM Funds (UK) Ltd | 0.11% | Add +173.9% | 2,358 | $547K |
| Point72 (DIFC) Ltd | 0.04% | Add +14.2% | 2,211 | $513K |
| Federated Hermes, Inc. | 0.00% | Add +6.7% | 2,185 | $507K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -38.9% | 2,152 | $499K |
| Krilogy Financial LLC | 0.02% | New | 2,310 | $491K |
| Index Fund Advisors, Inc. | 0.02% | Reduce -47.3% | 2,061 | $478K |
| Virtu Financial LLC | 0.03% | Reduce -57.9% | 1,979 | $459K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +5.6% | 1,960 | $455K |
| Ballentine Partners, LLC | 0.01% | Add +3.5% | 1,932 | $448K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -10.4% | 1,890 | $438K |
| Securian Asset Management, Inc. | 0.01% | Reduce -11.9% | 1,832 | $425K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.15% | Add +0.2% | 1,815 | $421K |
| Procyon Advisors, LLC | 0.02% | No change | 1,792 | $416K |
| 111 Capital | 0.08% | Reduce -27.0% | 1,782 | $413K |
| Sanctuary Advisors, LLC | 0.00% | Add +7.6% | 1,744 | $405K |
| Harbor Capital Advisors, Inc. | 0.03% | Reduce -70.9% | 1,729 | $401K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -32.4% | 1,710 | $397K |
| DRW Securities, LLC | 0.02% | Reduce -4.6% | 1,709 | $397K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 1,690 | $392K |
| Brighton Jones LLC | 0.01% | Add +41.4% | 1,680 | $390K |
| Gsa Capital Partners LLP | 0.03% | Add +131.1% | 1,629 | $378K |
| Andina Capital Management, LLC | 0.21% | Add +14.9% | 1,600 | $371K |
| Franklin Resources Inc. | 0.00% | Add +2.6% | 1,581 | $367K |
| Occudo Quantitative Strategies LP | 0.04% | New | 1,543 | $358K |
| Naviter Wealth, LLC | 0.04% | No change | 1,540 | $357K |
| Diversify Advisory Services, LLC | 0.01% | Add +4.7% | 1,641 | $350K |
| Dempze Nancy E | 0.19% | No change | 1,494 | $347K |
| Townsquare Capital LLC | 0.05% | Reduce -54.6% | 1,474 | $342K |
| Connable Office Inc. | 0.03% | No change | 1,470 | $341K |
| Smith Group Asset Management, LLC | 0.02% | No change | 1,450 | $336K |
| Aster Capital Management (DIFC) Ltd | 0.17% | Add +28.3% | 1,441 | $334K |
| Entropy Technologies, LP | 0.02% | Reduce -69.2% | 1,435 | $333K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -2.7% | 1,392 | $323K |
| Welch & Forbes LLC | 0.00% | No change | 1,374 | $319K |
| CIBC Asset Management Inc | 0.00% | No change | 1,355 | $314K |
| Verdence Capital Advisors LLC | 0.02% | New | 1,369 | $299K |
| Evergreen Capital Management LLC | 0.01% | New | 1,268 | $294K |
| Institute for Wealth Management, LLC. | 0.03% | Add +8.2% | 1,267 | $294K |
| Swiss Life Asset Management Ltd | 0.00% | Add +76.0% | 1,264 | $293K |
| Maryland State Retirement & Pension System | 0.01% | No change | 1,247 | $289K |
| Utah Retirement Systems | 0.00% | Reduce -70.6% | 1,243 | $288K |
| Wallace Advisory Group, LLC | 0.23% | Reduce -20.9% | 898 | $282K |
| Kestra Advisory Services, LLC | 0.00% | Add +62.8% | 1,206 | $280K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 1,251 | $279K |
| FORA Capital, LLC | 0.05% | Reduce -6.9% | 1,177 | $273K |
| Two Sigma Securities, LLC | 0.04% | Reduce -74.1% | 1,150 | $267K |
| Capital Investment Counsel, Inc | 0.03% | No change | 1,150 | $267K |
| QRG Capital Management, Inc. | 0.00% | Reduce -4.6% | 1,127 | $261K |
| Cadent Capital Advisors, LLC | 0.07% | Reduce -25.4% | 1,110 | $258K |
| Rothschild Investment LLC | 0.01% | New | 1,107 | $257K |
| denkapparat Operations GmbH | 0.16% | No change | 1,106 | $257K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +32.6% | 1,061 | $246K |
| Parallel Advisors, LLC | 0.00% | Reduce -20.9% | 1,050 | $244K |
| Principal Securities, Inc. | 0.00% | Add +17.5% | 1,049 | $243K |
| Chicago Partners Investment Group LLC | 0.01% | Add +41.5% | 1,111 | $242K |
| ProShare Advisors LLC | 0.00% | Reduce -11.9% | 1,040 | $241K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -7.5% | 1,029 | $239K |
| Syon Capital LLC | 0.01% | Reduce -23.4% | 1,027 | $238K |
| Ethic Inc. | 0.00% | Reduce -62.8% | 1,019 | $236K |
| Callan Family Office, LLC | 0.01% | Reduce -66.9% | 996 | $231K |
| Shelton Capital Management | 0.00% | No change | 970 | $225K |
| Amica Mutual Insurance Co. | 0.02% | New | 930 | $216K |
| Angeles Wealth Management, LLC | 0.01% | Add +0.1% | 927 | $215K |
| Mechanics Bank Trust Department | 0.03% | Reduce -2.5% | 925 | $215K |
| Polymer Capital Management (HK) LTD | 0.03% | New | 906 | $210K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -2.3% | 903 | $210K |
| Catalyst Funds Management Pty Ltd | 0.03% | New | 900 | $209K |
| Personal Cfo Solutions, LLC | 0.04% | New | 900 | $209K |
| Scientech Research LLC | 0.07% | Reduce -43.8% | 868 | $201K |
| KBC Group NV | 0.00% | No change | 659 | $153K |
| HM Payson & Co. | 0.00% | No change | 600 | $139K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | New | 564 | $131K |
| STRS Ohio | 0.00% | Reduce -1.4% | 554 | $129K |
| UMB Bank, n.a. | 0.00% | Reduce -20.5% | 534 | $124K |
| Essential Partners LLC | 0.04% | Add +12.6% | 527 | $122K |
| Covestor Ltd | 0.06% | Reduce -10.4% | 502 | $117K |
| Sterling Capital Management LLC | 0.00% | Reduce -8.2% | 484 | $112K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -22.5% | 435 | $101K |
| Farther Finance Advisors, LLC | 0.00% | Add +5.3% | 417 | $97K |
| North Star Investment Management Corp. | 0.01% | Reduce -24.2% | 392 | $91K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +95.5% | 389 | $90K |
| Caitong International Asset Management Co., Ltd | 0.06% | Add +1106.3% | 386 | $90K |
| Fifth Third Bancorp | 0.00% | Add +12.6% | 384 | $89K |
| Harbor Investment Advisory, LLC | 0.01% | Add +29.7% | 367 | $85K |
| Rockefeller Capital Management L.P. | 0.00% | New | 353 | $82K |
| Whittier Trust Co. | 0.00% | No change | 355 | $80K |
| Bokf, NA | 0.00% | No change | 325 | $75K |
| Signaturefd, LLC | 0.00% | Reduce -24.1% | 311 | $72K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 287 | $67K |
| Allworth Financial LP | 0.00% | Add +72.9% | 268 | $62K |
| Shell Asset Management Co. | 0.01% | Reduce -60.5% | 263 | $61K |
| GAMMA Investing LLC | 0.00% | Reduce -40.9% | 256 | $59K |
| IFP Advisors, Inc | 0.00% | Add +84.7% | 253 | $59K |
| Blue Trust, Inc. | 0.00% | Add +8.3% | 247 | $57K |
| CVA Family Office, LLC | 0.01% | Reduce -0.9% | 228 | $53K |
| Versant Capital Management, Inc | 0.01% | Reduce -74.5% | 209 | $48K |
| State of Wyoming | 0.01% | New | 204 | $47K |
| Annandale Capital, LLC | 0.01% | New | 20,084 | $47K |
| Atlantic Union Bankshares Corp | 0.00% | New | 200 | $46K |
| Employees Retirement System of Texas | 0.00% | No change | 184 | $43K |
| MAI Capital Management | 0.00% | Reduce -19.0% | 183 | $42K |
| National Bank of Canada | 0.00% | Reduce -99.6% | 171 | $40K |
| American National Bank & Trust | 0.00% | Reduce -5.6% | 170 | $39K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -13.4% | 168 | $39K |
| Clearstead Advisors, LLC | 0.00% | Add +54.2% | 165 | $38K |
| Quent Capital, LLC | 0.00% | New | 162 | $38K |
| Longview Financial Advisors LLC | 0.02% | No change | 155 | $36K |
| WPG Advisers, LLC | 0.02% | Reduce -1.4% | 136 | $32K |
| Quarry LP | 0.01% | Reduce -35.9% | 125 | $29K |
| Measured Wealth Private Client Group, LLC | 0.01% | New | 112 | $26K |
| Jones Financial Companies LLLP | 0.00% | New | 93 | $22K |
| Amica Retiree Medical Trust | 0.03% | New | 91 | $21K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +140.5% | 89 | $21K |
| Hantz Financial Services, Inc. | 0.00% | Add +163.6% | 87 | $20K |
| Smartleaf Asset Management LLC | 0.00% | Add +35.5% | 84 | $20K |
| Private Trust Co. NA | 0.00% | No change | 84 | $19K |
| Bradley & Co. Private Wealth Management, LLC | 0.01% | No change | 83 | $19K |
| Osterweis Capital Management Inc. | 0.00% | Reduce -13.0% | 80 | $19K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -2.5% | 79 | $18K |
| True Wealth Design, LLC | 0.01% | Add +875.0% | 78 | $18K |
| NewEdge Advisors, LLC | 0.00% | No change | 78 | $18K |
| Tobam | 0.01% | New | 78 | $18K |
| Hughes Financial Services, LLC | 0.00% | Reduce -4.6% | 83 | $18K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 77 | $18K |
| CENTRAL TRUST Co | 0.00% | No change | 75 | $17K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +5.8% | 73 | $17K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -2.8% | 70 | $16K |
| Nisa Investment Advisors, LLC | 0.00% | Add +346.7% | 67 | $16K |
| Centerpoint Advisors, LLC | 0.00% | Reduce -1.6% | 61 | $14K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 61 | $14K |
| Parkside Financial Bank & Trust | 0.00% | Add +1325.0% | 57 | $13K |
| Simplex Trading, LLC | 0.00% | New | 60 | $13K |
| Larson Financial Group LLC | 0.00% | Add +1.9% | 53 | $12K |
| Root Financial Partners, LLC | 0.00% | New | 53 | $12K |
| Rise Advisors, LLC | 0.00% | Add +2.0% | 51 | $12K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 46 | $11K |
| Optiver Holding B.V. | 0.00% | Reduce -41.0% | 46 | $11K |
| Assetmark, Inc. | 0.00% | Add +1333.3% | 43 | $10K |
| Binnacle Investments Inc | 0.01% | No change | 38 | $9K |
| Wolff Wiese Magana LLC | 0.00% | No change | 37 | $9K |
| Ameritas Advisory Services, LLC | 0.00% | No change | 35 | $8K |
| Creative Financial Designs Inc. | 0.00% | No change | 33 | $8K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 31 | $7K |
| Wealthspire Advisors, LLC | 0.00% | New | 27 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -4.0% | 24 | $6K |
| KERR FINANCIAL PLANNING Corp | 0.01% | — | 25 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +10.0% | 22 | $5K |
| T. Rowe Price Investment Management, Inc. | 0.00% | New | 19 | $5K |
| Huntington National Bank | 0.00% | Add +33.3% | 20 | $5K |
| Hemington Wealth Management | 0.00% | Reduce -51.4% | 18 | $4K |
| Atlantic Private Wealth, LLC | 0.00% | No change | 16 | $4K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +1500.0% | 16 | $4K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 15 | $3K |
| Asset Dedication, LLC | 0.00% | No change | 13 | $3K |
| TD Private Client Wealth LLC | 0.00% | No change | 13 | $3K |
| Global Retirement Partners, LLC | 0.00% | Reduce -13.3% | 13 | $3K |
| Cornerstone Planning Group LLC | 0.00% | New | 13 | $3K |
| Harbour Investments, Inc. | 0.00% | Reduce -63.6% | 12 | $3K |
| Dogwood Wealth Management LLC | 0.00% | Reduce -69.4% | 11 | $3K |
| Fortitude Family Office, LLC | 0.00% | No change | 10 | $2K |
| Sachetta, LLC | 0.00% | No change | 9 | $2K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -33.3% | 8 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 7 | $2K |
| Manchester Capital Management LLC | 0.00% | No change | 6 | $1K |
| WealthCollab, LLC | 0.00% | No change | 5 | $1K |
| Tortoise Investment Management, LLC | 0.00% | Reduce -61.5% | 5 | $1K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 5 | $1K |
| Montag A & Associates Inc. | 0.00% | Reduce -16.7% | 5 | $1K |
| Avion Wealth | 0.00% | Add +200.0% | 6 | $1K |
| Cromwell Holdings LLC | 0.00% | No change | 4 | $929 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 4 | $929 |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -63.6% | 4 | $928 |
| Bare Financial Services, Inc | 0.00% | Add +200.0% | 3 | $696 |
| Elevation Wealth Partners, LLC | 0.00% | New | 2 | $465 |
| Addison Advisors LLC | 0.00% | No change | 2 | $465 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -33.3% | 2 | $465 |
| Rialto Wealth Management, LLC | 0.00% | No change | 2 | $465 |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -33.3% | 2 | $464 |
| SBI Securities Co., Ltd. | 0.00% | No change | 2 | $464 |
| Seneschal Advisors, LLC | 0.00% | New | 1 | $233 |
| SouthState Bank Corp | 0.00% | Reduce -66.7% | 1 | $233 |
| Cloud Capital Management, LLC | 0.00% | New | 4 | $0 |
"% of holder's portfolio" is MORN's weight in each manager's 13F, not the share of Morningstar Inc. the manager owns.