MorningstarMORN
13F holders, Q4 2025 (December 31)475holders +24
78new positions
57sold out
8famous investors
$217.30avg. 13F price*
At the end of Q4 2025, 475 institutions reported holding Morningstar Inc. (MORN) in their 13F filings, up 24 from Q3 2025. 78 opened new positions and 57 sold out. The largest holders were Vanguard Group Inc. ($516.0M), BlackRock, Inc. ($513.5M) and Morgan Stanley ($436.0M). 8 famous investors held it, including Ron Baron (0.7% 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 78 | $42.0M |
| Exits | 57 | $92.2M |
All 13F filers, Q3 2025 → Q4 2025: 2,965,582 shares bought and 3,805,581 shares sold, net −839,999 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 475 holders
| Vanguard Group Inc. | 0.01% | Reduce -9.0% | 2,374,364 | $516.0M |
| BlackRock, Inc. | 0.01% | Reduce -1.3% | 2,363,201 | $513.5M |
| Morgan Stanley | 0.03% | Add +2.4% | 2,006,325 | $436.0M |
| Select Equity Group, L.P. | 1.54% | Reduce -27.6% | 1,522,492 | $330.9M |
| Baron Capital (BAMCO) | 0.73% | Reduce -12.2% | 1,241,794 | $269.9M |
| Wellington Management Group LLP | 0.04% | Add +85.4% | 1,136,213 | $246.9M |
| AQR Capital Management | 0.10% | Add +48.0% | 900,297 | $195.6M |
| State Street Corp. | 0.01% | Reduce -2.1% | 746,907 | $162.3M |
| Geode Capital Management, LLC | 0.01% | Reduce -3.1% | 596,982 | $129.8M |
| Dimensional Fund Advisors LP | 0.02% | Add +12.3% | 471,971 | $102.6M |
| Jane Street Group, LLC | 0.11% | Add +240.5% | 424,271 | $92.2M |
| Two Sigma Investments, LP | 0.13% | Add +33.6% | 382,454 | $83.1M |
| JPMorgan Chase & Co. | 0.01% | Add +14.8% | 365,560 | $79.4M |
| Massachusetts Financial Services Co. | 0.03% | Reduce -19.9% | 361,687 | $78.6M |
| Two Sigma Advisers, LP | 0.15% | Add +120.3% | 354,200 | $77.0M |
| Millennium Management | 0.06% | Add +15.1% | 343,833 | $74.7M |
| Wasatch Advisors LP | 0.43% | Reduce -9.6% | 336,065 | $73.0M |
| Renaissance Technologies | 0.11% | Reduce -29.7% | 323,770 | $70.4M |
| UBS Group AG | 0.01% | Add +88.4% | 295,347 | $64.2M |
| Norges Bank | 0.01% | — | 286,994 | $62.4M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Reduce -1.9% | 285,098 | $62.0M |
| Invesco Ltd. | 0.01% | Reduce -8.2% | 271,999 | $59.1M |
| Qube Research & Technologies Ltd | 0.08% | Add +20.9% | 242,288 | $52.7M |
| Voloridge Investment Management, LLC | 0.17% | Add +21.1% | 226,605 | $49.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +4.7% | 189,925 | $41.3M |
| Quantinno Capital Management LP | 0.08% | Add +245.9% | 188,764 | $41.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.11% | Reduce -75.5% | 187,931 | $40.8M |
| Northern Trust Corp. | 0.00% | Reduce -8.0% | 176,610 | $38.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -7.5% | 169,957 | $36.9M |
| Bank of America Corp. | 0.00% | Add +3.0% | 164,311 | $35.7M |
| M&G PLC | 0.18% | Add +0.7% | 156,247 | $33.9M |
| Schroder Investment Management Group | 0.03% | Reduce -10.3% | 150,872 | $32.9M |
| FMR LLC | 0.00% | Reduce -23.0% | 149,019 | $32.4M |
| Point72 Asset Management | 0.05% | Add +186.6% | 145,917 | $31.7M |
| DF Dent & Co. Inc. | 0.46% | Reduce -27.1% | 145,591 | $31.6M |
| Royce & Associates LP | 0.32% | Add +2.6% | 143,011 | $31.1M |
| Focus Partners Wealth | 0.03% | Add +6.3% | 136,904 | $29.8M |
| HRT Financial LP | 0.09% | Add +31.2% | 128,956 | $28.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +15.6% | 113,822 | $24.7M |
| American Capital Management Inc. | 1.08% | Add +14.0% | 113,064 | $24.6M |
| Copeland Capital Management, LLC | 0.51% | Add +19.8% | 105,282 | $22.9M |
| Gotham Asset Management | 0.08% | Add +314.6% | 100,283 | $21.8M |
| Principal Financial Group Inc. | 0.01% | Reduce -3.4% | 88,071 | $19.1M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -22.5% | 85,973 | $18.7M |
| Engineers Gate Manager LP | 0.20% | Add +35.9% | 78,179 | $17.0M |
| Nordea Investment Management AB | 0.01% | Reduce -13.2% | 76,524 | $16.7M |
| Congress Asset Management Co. | 0.11% | Add +12.7% | 74,541 | $16.2M |
| Nuveen, LLC | 0.00% | Reduce -37.3% | 71,087 | $15.4M |
| Confluence Investment Management LLC | 0.23% | Add +17.9% | 71,033 | $15.4M |
| Chicago Capital, LLC | 0.37% | Reduce -1.4% | 69,041 | $15.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -7.7% | 69,032 | $15.0M |
| First Trust Advisors LP | 0.01% | Add +583.4% | 64,175 | $13.9M |
| Rhumbline Advisers | 0.01% | Reduce -3.1% | 63,229 | $13.7M |
| Capital Fund Management S.A. | 0.13% | Add +99.3% | 61,209 | $13.3M |
| Sei Investments Co. | 0.01% | Reduce -28.5% | 59,267 | $12.9M |
| Meeder Asset Management Inc. | 0.68% | Add +3.4% | 57,697 | $12.5M |
| Janus Henderson Group PLC | 0.01% | Add +29.3% | 57,589 | $12.5M |
| Premier Fund Managers Ltd | 0.71% | Reduce -37.9% | 56,272 | $12.3M |
| Barlow Wealth Partners, LLC | 1.30% | Reduce -3.4% | 55,533 | $12.0M |
| Ieq Capital, LLC | 0.03% | Add +673.8% | 51,607 | $11.2M |
| Jump Financial, LLC | 0.15% | Add +51.7% | 50,467 | $11.0M |
| Swiss National Bank | 0.01% | Reduce -6.2% | 50,000 | $10.9M |
| Algert Global LLC | 0.17% | Reduce -2.2% | 48,957 | $10.6M |
| Susquehanna International Group, LLP | 0.01% | Add +10.5% | 48,266 | $10.5M |
| Sone Capital Management, LLC | 0.77% | Add +11.3% | 43,658 | $9.5M |
| Prudential Financial Inc. | 0.01% | Reduce -12.3% | 42,164 | $9.2M |
| Legal & General Group Plc | 0.00% | Reduce -16.3% | 39,093 | $8.5M |
| Panagora Asset Management Inc. | 0.03% | Reduce -33.2% | 38,809 | $8.4M |
| Verition Fund Management LLC | 0.05% | Add +87.8% | 37,343 | $8.1M |
| California Public Employees Retirement System | 0.00% | Add +2.6% | 35,469 | $7.7M |
| CI Investments Inc. | 0.03% | Reduce -22.8% | 35,128 | $7.6M |
| Thrivent Financial for Lutherans | 0.01% | Add +176.5% | 35,185 | $7.6M |
| Squarepoint Ops LLC | 0.02% | Reduce -27.4% | 34,267 | $7.4M |
| Bank of Nova Scotia | 0.01% | Add +643.5% | 34,200 | $7.4M |
| Cooper Investors PTY Ltd. | 2.30% | Add +2.9% | 31,887 | $6.9M |
| Raymond James Financial Inc. | 0.00% | Add +130.4% | 30,778 | $6.7M |
| XTX Topco Ltd | 0.17% | Add +1007.1% | 30,112 | $6.5M |
| WINTON GROUP Ltd | 0.23% | New | 30,067 | $6.5M |
| Creative Planning | 0.00% | Add +273.2% | 29,578 | $6.4M |
| Retirement Systems of Alabama | 0.02% | Reduce -3.2% | 28,629 | $6.2M |
| Worldquant Millennium Advisors LLC | 0.02% | Add +142.7% | 28,125 | $6.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +60.3% | 26,844 | $5.8M |
| Nicholas Company, Inc. | 0.10% | Reduce -53.5% | 26,315 | $5.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -17.8% | 26,216 | $5.7M |
| California State Teachers Retirement System | 0.01% | Reduce -0.3% | 25,407 | $5.5M |
| Segall Bryant & Hamill, LLC | 0.07% | Reduce -19.4% | 23,846 | $5.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Reduce -34.8% | 23,600 | $5.1M |
| Barclays PLC | 0.00% | Reduce -43.4% | 23,252 | $5.1M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -8.7% | 23,144 | $5.0M |
| D. E. Shaw & Co. | 0.00% | Reduce -22.5% | 22,767 | $4.9M |
| Wells Fargo & Company | 0.00% | Reduce -68.9% | 22,763 | $4.9M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -3.6% | 22,680 | $4.9M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -67.7% | 21,777 | $4.7M |
| Corient Private Wealth LP | 0.01% | Add +7.0% | 21,531 | $4.7M |
| Van Eck Associates Corp. | 0.00% | Reduce -3.0% | 21,192 | $4.6M |
| Trexquant Investment LP | 0.04% | Add +403.2% | 20,323 | $4.4M |
| Crawford Fund Management, LLC | 1.41% | New | 20,300 | $4.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.4% | 19,781 | $4.3M |
| BNP Paribas Financial Markets | 0.00% | Add +17.7% | 19,761 | $4.3M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -67.2% | 18,900 | $4.1M |
"% of holder's portfolio" is MORN's weight in each manager's 13F, not the share of Morningstar Inc. the manager owns.