MorningstarMORN
13F holders, Q1 2026 (March 31)447holders −28
63new positions
91sold out
9famous investors
$169.08avg. 13F price*
At the end of Q1 2026, 447 institutions reported holding Morningstar Inc. (MORN) in their 13F filings, down 28 from Q4 2025. 63 opened new positions and 91 sold out. The largest holders were BlackRock, Inc. ($395.3M), Morgan Stanley ($292.5M) and Wellington Management Group LLP ($281.0M). 9 famous investors held it, including Ron Baron (0.4% of Baron Capital (BAMCO)'s portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).
- Company
- Morningstar Inc.
- CUSIP
- 617700109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $89.4M |
| Exits | 91 | $160.9M |
All 13F filers, Q4 2025 → Q1 2026: 4,183,243 shares bought and 4,038,745 shares sold, net +144,498 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 447 holders
| BlackRock, Inc. | 0.01% | Reduce -1.1% | 2,338,218 | $395.3M |
| Morgan Stanley | 0.02% | Reduce -13.8% | 1,730,549 | $292.5M |
| Wellington Management Group LLP | 0.05% | Add +46.3% | 1,662,405 | $281.0M |
| Vanguard Portfolio Management LLC | 0.01% | — | 1,051,820 | $177.8M |
| Vanguard Capital Management LLC | 0.00% | — | 989,467 | $167.3M |
| Two Sigma Investments, LP | 0.12% | Add +124.7% | 859,459 | $145.3M |
| Baron Capital (BAMCO) | 0.39% | Reduce -38.8% | 759,515 | $128.4M |
| State Street Corp. | 0.00% | Reduce -1.5% | 735,574 | $124.3M |
| Los Angeles Capital Management LLC | 0.43% | Add +581327.0% | 645,384 | $109.1M |
| Select Equity Group, L.P. | 0.57% | Reduce -58.1% | 637,723 | $107.8M |
| AQR Capital Management | 0.05% | Reduce -30.7% | 623,629 | $105.2M |
| Geode Capital Management, LLC | 0.01% | Add +0.4% | 599,222 | $101.3M |
| Dimensional Fund Advisors LP | 0.02% | Add +9.7% | 517,769 | $87.5M |
| Renaissance Technologies | 0.12% | Add +38.6% | 448,870 | $75.9M |
| JPMorgan Chase & Co. | 0.00% | Add +17.6% | 430,056 | $70.8M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Add +38.5% | 394,931 | $66.8M |
| Jane Street Group, LLC | 0.06% | Reduce -21.3% | 333,861 | $56.4M |
| Millennium Management | 0.04% | Reduce -6.1% | 323,006 | $54.6M |
| Invesco Ltd. | 0.00% | Add +4.8% | 285,130 | $48.2M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -29.6% | 254,739 | $42.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +12.6% | 213,823 | $36.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +84.8% | 210,402 | $35.6M |
| Sei Investments Co. | 0.03% | Add +219.4% | 189,302 | $32.0M |
| Quantinno Capital Management LP | 0.05% | Reduce -1.0% | 186,946 | $31.6M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.04% | Add +593.1% | 186,048 | $31.5M |
| Bank of America Corp. | 0.00% | Add +11.7% | 183,575 | $31.0M |
| Voloridge Investment Management, LLC | 0.12% | Reduce -21.5% | 177,872 | $30.1M |
| Confluence Investment Management LLC | 0.47% | Add +150.0% | 177,568 | $30.0M |
| Northern Trust Corp. | 0.00% | Reduce -0.4% | 175,942 | $29.7M |
| Bank of New York Mellon Corp | 0.01% | Add +3.0% | 175,006 | $29.6M |
| Royce & Associates LP | 0.29% | Add +21.9% | 174,275 | $29.5M |
| Point72 Asset Management | 0.05% | Add +17.1% | 170,909 | $28.9M |
| Gotham Asset Management | 0.09% | Add +69.2% | 169,630 | $28.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.08% | Reduce -13.0% | 163,479 | $27.6M |
| Ameriprise Financial Inc. | 0.01% | Add +692.2% | 156,711 | $26.5M |
| M&G PLC | 0.13% | Reduce -4.1% | 149,783 | $25.3M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 142,845 | $24.1M |
| Qube Research & Technologies Ltd | 0.03% | Reduce -42.3% | 139,894 | $23.6M |
| Copeland Capital Management, LLC | 0.51% | Add +28.4% | 135,215 | $22.9M |
| Focus Partners Wealth | 0.03% | Reduce -1.5% | 134,871 | $22.8M |
| Kensico Capital Management Corp. | 0.47% | New | 135,000 | $22.8M |
| American Capital Management Inc. | 0.98% | Reduce -4.2% | 108,340 | $18.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +24.2% | 106,787 | $18.1M |
| FMR LLC | 0.00% | Reduce -28.4% | 106,705 | $18.0M |
| DF Dent & Co. Inc. | 0.33% | Reduce -29.7% | 102,371 | $17.3M |
| Nomura Asset Management International Inc. | 0.03% | New | 91,290 | $15.4M |
| Janus Henderson Group PLC | 0.01% | Add +56.1% | 89,885 | $15.2M |
| Crawford Fund Management, LLC | 4.92% | Add +339.4% | 89,200 | $15.1M |
| Incline Global Management LLC | 5.87% | Add +1307.4% | 88,354 | $14.9M |
| Schroder Investment Management Group | 0.01% | Reduce -44.1% | 84,286 | $13.9M |
| Congress Asset Management Co. | 0.09% | Add +3.8% | 77,405 | $13.1M |
| Principal Financial Group Inc. | 0.01% | Reduce -12.5% | 77,073 | $13.0M |
| Chicago Capital, LLC | 0.34% | Add +7.4% | 74,162 | $12.5M |
| Nordea Investment Management AB | 0.01% | Reduce -4.4% | 73,169 | $12.3M |
| Prudential Financial Inc. | 0.01% | Add +55.3% | 65,498 | $12.0M |
| UBS Group AG | 0.00% | Reduce -76.3% | 69,942 | $11.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +0.3% | 69,226 | $11.7M |
| Capital Fund Management S.A. | 0.10% | Add +9.8% | 67,205 | $11.4M |
| Stifel Financial Corp. | 0.01% | Add +368.0% | 63,101 | $10.7M |
| Barlow Wealth Partners, LLC | 1.18% | Add +3.9% | 57,720 | $10.6M |
| Rhumbline Advisers | 0.01% | Reduce -0.8% | 62,693 | $10.6M |
| Nuveen, LLC | 0.00% | Reduce -14.5% | 60,776 | $10.3M |
| Raymond James Financial Inc. | 0.00% | Add +86.4% | 57,363 | $9.7M |
| Meeder Asset Management Inc. | 0.54% | Reduce -3.6% | 55,614 | $9.4M |
| Canada Pension Plan Investment Board | 0.01% | Add +175.7% | 52,100 | $8.8M |
| Loomis Sayles & Co. L P | 0.01% | Add +541.9% | 48,981 | $8.3M |
| Algert Global LLC | 0.12% | No change | 48,957 | $8.3M |
| Swiss National Bank | 0.00% | Reduce -2.4% | 48,800 | $8.2M |
| SG Americas Securities, LLC | 0.01% | Add +211.1% | 46,937 | $7.9M |
| Thrivent Financial for Lutherans | 0.01% | Add +29.7% | 45,628 | $7.7M |
| HRT Financial LP | 0.02% | Reduce -66.3% | 43,508 | $7.4M |
| BNP Paribas Financial Markets | 0.00% | Add +113.5% | 42,179 | $7.1M |
| River Road Asset Management, LLC | 0.08% | New | 42,084 | $7.1M |
| Tudor Investment Corporation | 0.04% | Add +749.3% | 40,000 | $6.8M |
| Alliancebernstein L.P. | 0.00% | Add +18.1% | 30,966 | $6.7M |
| American Century Companies Inc. | 0.00% | Add +1974.9% | 36,642 | $6.2M |
| Worldquant Millennium Advisors LLC | 0.02% | Add +27.1% | 35,752 | $6.0M |
| Benjamin Edwards Inc. | 0.06% | Add +636.2% | 34,706 | $5.9M |
| Panagora Asset Management Inc. | 0.02% | Reduce -10.8% | 34,615 | $5.9M |
| Creative Planning | 0.00% | Add +16.3% | 34,401 | $5.8M |
| California Public Employees Retirement System | 0.00% | Reduce -5.9% | 33,381 | $5.6M |
| Legal & General Group Plc | 0.00% | Reduce -16.4% | 32,696 | $5.5M |
| California State Teachers Retirement System | 0.01% | Add +15.8% | 29,423 | $5.0M |
| Trexquant Investment LP | 0.04% | Add +44.0% | 29,267 | $4.9M |
| Ieq Capital, LLC | 0.02% | Reduce -43.5% | 29,135 | $4.9M |
| Retirement Systems of Alabama | 0.02% | Reduce -1.7% | 28,146 | $4.8M |
| Bank of Nova Scotia | 0.01% | Reduce -18.1% | 28,000 | $4.7M |
| Barclays PLC | 0.00% | Add +20.2% | 27,950 | $4.7M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +1976.3% | 27,428 | $4.7M |
| Allianz Asset Management GmbH | 0.01% | Add +63.4% | 27,104 | $4.6M |
| Nicholas Company, Inc. | 0.09% | Reduce -0.5% | 26,185 | $4.4M |
| Susquehanna International Group, LLP | 0.01% | Reduce -45.8% | 26,161 | $4.4M |
| Holocene Advisors, LP | 0.01% | New | 25,983 | $4.4M |
| First Trust Advisors LP | 0.00% | Reduce -59.9% | 25,731 | $4.3M |
| Caxton Associates LLP | 0.10% | New | 24,977 | $4.2M |
| Citadel Advisors | 0.00% | New | 23,650 | $4.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.7% | 23,229 | $3.9M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 22,680 | $3.8M |
| Osaic Holdings, Inc. | 0.01% | Add +26.9% | 22,613 | $3.8M |
| Royal Bank of Canada | 0.00% | Add +156.9% | 22,471 | $3.8M |
| Van Eck Associates Corp. | 0.00% | Add +3.6% | 21,956 | $3.7M |
| Schonfeld Strategic Advisors LLC | 0.03% | Add +103.6% | 21,806 | $3.7M |
| Vident Advisory, LLC | 0.03% | Add +50.3% | 21,690 | $3.7M |
| XTX Topco Ltd | 0.06% | Reduce -29.1% | 21,352 | $3.6M |
| Waverly Advisors, LLC | 0.03% | New | 21,153 | $3.6M |
| Wells Fargo & Company | 0.00% | Reduce -10.4% | 20,391 | $3.4M |
| D. E. Shaw & Co. | 0.00% | Reduce -10.6% | 20,348 | $3.4M |
| Walleye Capital LLC | 0.02% | New | 20,166 | $3.4M |
| Corient Private Wealth LP | 0.00% | Reduce -11.2% | 19,130 | $3.2M |
| MidFirst Bank | 0.26% | Add +20.2% | 18,802 | $3.2M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 17,997 | $3.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -6.3% | 17,115 | $2.9M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -0.4% | 16,873 | $2.9M |
| ING Groep NV | 0.02% | New | 16,613 | $2.8M |
| Mariner, LLC | 0.00% | Reduce -2.7% | 16,524 | $2.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -9.1% | 16,168 | $2.7M |
| 1832 Asset Management L.P. | 0.00% | New | 15,900 | $2.7M |
| LPL Financial LLC | 0.00% | Add +53.6% | 15,647 | $2.6M |
| Berkeley, Inc | 0.88% | Reduce -10.4% | 15,566 | $2.6M |
| Lazard Asset Management LLC | 0.00% | Add +23.7% | 14,737 | $2.5M |
| Cerity Partners LLC | 0.00% | Reduce -11.9% | 14,688 | $2.5M |
| Natixis Advisors, LLC | 0.00% | Add +5.7% | 14,490 | $2.5M |
| Engineers Gate Manager LP | 0.03% | Reduce -81.9% | 14,172 | $2.4M |
| Advisory Services Network, LLC | 0.03% | Add +339.2% | 13,935 | $2.4M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +35.2% | 13,895 | $2.3M |
| Cardinal Capital Management | 0.30% | Add +5.6% | 13,777 | $2.3M |
| New Age Alpha Advisors, LLC | 0.11% | Reduce -3.5% | 13,564 | $2.3M |
| Oak Thistle LLC | 0.22% | Add +278.1% | 13,366 | $2.3M |
| Numerai GP LLC | 0.22% | Add +11.8% | 13,067 | $2.2M |
| Cwm, LLC | 0.01% | Reduce -1.7% | 12,593 | $2.1M |
| Jones Financial Companies LLLP | 0.00% | Add +3105.1% | 13,301 | $2.1M |
| OP Asset Management Ltd | 0.02% | Add +55.2% | 12,147 | $2.1M |
| Citigroup Inc. | 0.00% | Reduce -3.0% | 12,009 | $2.0M |
| MetLife Investment Management, LLC | 0.01% | Reduce -3.7% | 11,922 | $2.0M |
| State of Wisconsin Investment Board | 0.00% | Add +32.9% | 11,840 | $2.0M |
| Henshaw Capital LLC | 0.07% | Reduce -7.0% | 11,638 | $2.0M |
| Jump Financial, LLC | 0.03% | Reduce -78.4% | 10,907 | $1.8M |
| Amalgamated Bank | 0.01% | Reduce -2.7% | 10,715 | $1.8M |
| Marshall Wace, LLP | 0.00% | Add +206.4% | 10,583 | $1.8M |
| Voya Investment Management LLC | 0.00% | Reduce -9.8% | 10,543 | $1.8M |
| New York State Common Retirement Fund | 0.00% | Reduce -18.1% | 10,355 | $1.8M |
| HSBC Holdings PLC | 0.00% | Add +2.3% | 10,149 | $1.7M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 10,031 | $1.7M |
| Russell Investments Group, Ltd. | 0.00% | Add +16.0% | 9,808 | $1.7M |
| Motley Fool Asset Management LLC | 0.07% | Reduce -5.7% | 9,751 | $1.6M |
| Summit Trail Advisors, LLC | 0.02% | Add +13.1% | 9,634 | $1.6M |
| Lecap Asset Management Ltd. | 0.61% | New | 9,626 | $1.6M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Add +105.8% | 9,583 | $1.6M |
| Aurora Investment Counsel | 0.89% | Reduce -0.7% | 9,525 | $1.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -28.1% | 9,369 | $1.6M |
| Vanguard Global Advisers, LLC | 0.00% | — | 9,184 | $1.6M |
| Treasurer of the State of North Carolina | 0.00% | Reduce -3.5% | 9,144 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -29.7% | 9,078 | $1.5M |
| Pathstone Holdings, LLC | 0.01% | Add +17.3% | 9,066 | $1.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +16.5% | 8,941 | $1.5M |
| MML Investors Services, LLC | 0.00% | Reduce -32.5% | 8,938 | $1.5M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Reduce -8.8% | 8,902 | $1.5M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -11.4% | 8,799 | $1.5M |
| Brooklyn Investment Group | 0.05% | Add +563.5% | 8,732 | $1.5M |
| Dearborn Partners LLC | 0.08% | Reduce -0.9% | 8,680 | $1.5M |
| Headlands Technologies LLC | 0.16% | Reduce -31.6% | 8,486 | $1.4M |
| Captrust Financial Advisors | 0.00% | Reduce -29.3% | 8,168 | $1.4M |
| Level Four Advisory Services, LLC | 0.04% | Add +75.5% | 8,075 | $1.4M |
| Southeast Asset Advisors, LLC | 0.14% | Reduce -39.3% | 7,792 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -32.1% | 7,608 | $1.3M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 7,770 | $1.3M |
| Redmond Asset Management, LLC | 0.36% | Add +2.0% | 7,705 | $1.3M |
| Bright Rock Capital Management, LLC | 0.25% | No change | 7,500 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -26.0% | 7,446 | $1.3M |
| Ceera Investments, LLC | 0.55% | Reduce -8.2% | 7,436 | $1.3M |
| Twinbeech Capital LP | 0.13% | New | 7,350 | $1.2M |
| Truist Financial Corp. | 0.00% | Reduce -9.8% | 7,134 | $1.2M |
| Empire Life Investments Inc. | 0.07% | Add +0.5% | 7,097 | $1.2M |
| Fox Run Management, L.L.C. | 0.21% | Add +62.8% | 7,278 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +34.6% | 7,025 | $1.2M |
| Fifth Third Bancorp | 0.00% | Add +2122.1% | 6,933 | $1.2M |
| Hillsdale Investment Management Inc. | 0.03% | New | 6,810 | $1.2M |
| Arizona State Retirement System | 0.01% | Reduce -4.4% | 6,779 | $1.1M |
| Yousif Capital Management, LLC | 0.01% | Reduce -8.3% | 6,737 | $1.1M |
| Exencial Wealth Advisors, LLC | 0.04% | New | 6,736 | $1.1M |
| Louisiana State Employees Retirement System | 0.02% | Add +1.5% | 6,700 | $1.1M |
| US Bancorp \de | 0.00% | Reduce -16.1% | 6,685 | $1.1M |
| Diversify Wealth Management, LLC | 0.02% | Add +42.8% | 5,951 | $1.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -72.0% | 6,600 | $1.1M |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -7.8% | 6,411 | $1.1M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | New | 6,400 | $1.1M |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 6,388 | $1.1M |
| Handelsbanken Fonder AB | 0.00% | No change | 6,372 | $1.1M |
| Hunter Perkins Capital Management, LLC | 0.24% | New | 6,097 | $1.0M |
| Fluent Financial, LLC | 0.37% | Reduce -50.9% | 5,744 | $1.0M |
| Wedbush Securities Inc. | 0.03% | New | 5,875 | $993K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -3.6% | 5,752 | $972K |
| KLP Kapitalforvaltning As | 0.00% | Add +3.7% | 5,600 | $947K |
| CSS LLC | 0.15% | Add +137.5% | 5,510 | $931K |
| State of Michigan Retirement System | 0.00% | Reduce -1.8% | 5,500 | $930K |
| Sepio Capital, LP | 0.05% | Add +84.3% | 5,246 | $887K |
| CenterBook Partners LP | 0.05% | Add +128.6% | 5,232 | $884K |
| New Mexico Educational Retirement Board | 0.03% | No change | 5,200 | $879K |
| Tidal Investments LLC | 0.00% | Add +82.7% | 5,178 | $875K |
| Bank of Montreal | 0.00% | Add +7.1% | 5,159 | $872K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Reduce -3.6% | 5,143 | $869K |
| Linden Thomas Advisory Services, LLC | 0.08% | Add +5.0% | 5,093 | $861K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -22.1% | 5,047 | $853K |
| Cetera Investment Advisers | 0.00% | Reduce -14.0% | 5,045 | $853K |
| Bradyco, Inc. | 0.64% | No change | 4,864 | $822K |
| New York State Teachers Retirement System | 0.00% | Reduce -15.4% | 4,738 | $801K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -0.9% | 4,686 | $792K |
| Magnetar Financial LLC | 0.01% | New | 4,621 | $781K |
| denkapparat Operations GmbH | 0.32% | Add +94.1% | 4,574 | $773K |
| Epoch Investment Partners, Inc. | 0.00% | Reduce -40.4% | 4,547 | $769K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -49.4% | 4,434 | $750K |
| Brevan Howard Capital Management LP | 0.01% | Add +71.3% | 4,331 | $732K |
| Harbor Capital Advisors, Inc. | 0.06% | Add +100.9% | 4,299 | $727K |
| Callan Family Office, LLC | 0.02% | Add +32.2% | 4,269 | $722K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -3.3% | 4,229 | $715K |
| Xponance LLC | 0.01% | Add +12.9% | 4,222 | $714K |
| Hantz Financial Services, Inc. | 0.01% | Add +1826.9% | 4,220 | $713K |
| Martin Capital Advisors, LLP | 0.45% | No change | 4,202 | $710K |
| Pictet Asset Management Holding SA | 0.00% | Add +6.1% | 4,119 | $696K |
| Park Avenue Securities LLC | 0.01% | Reduce -1.0% | 3,883 | $656K |
| RV Capital AG | 0.17% | New | 3,700 | $654K |
| M&T Bank Corp | 0.00% | Reduce -3.0% | 3,617 | $611K |
| Gsa Capital Partners LLP | 0.04% | New | 3,576 | $605K |
| Neuberger Berman Group LLC | 0.00% | Add +17.2% | 3,550 | $600K |
| Occudo Quantitative Strategies LP | 0.03% | Reduce -56.8% | 3,551 | $599K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -2.7% | 3,445 | $582K |
| Victory Capital Management Inc. | 0.00% | Reduce -3.0% | 3,432 | $580K |
| Teacher Retirement System of Texas | 0.00% | Reduce -45.0% | 3,349 | $566K |
| Aaron Wealth Advisors LLC | 0.03% | Add +50.9% | 3,323 | $562K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -62.9% | 3,156 | $534K |
| Sanctuary Advisors, LLC | 0.00% | Add +29.3% | 3,074 | $520K |
| Inceptionr LLC | 0.12% | New | 3,070 | $519K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -0.7% | 3,000 | $507K |
| &partners | 0.00% | Add +112.1% | 2,971 | $504K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -18.8% | 2,973 | $498K |
| Keeler Thomas Management LLC | 0.21% | Reduce -0.5% | 2,928 | $495K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -17.1% | 2,901 | $490K |
| Mackenzie Financial Corp. | 0.00% | Reduce -1.7% | 2,811 | $475K |
| New York Life Investment Management LLC | 0.00% | Add +26.8% | 2,802 | $474K |
| LSV Asset Management | 0.00% | New | 2,800 | $473K |
| Pacer Advisors, Inc. | 0.00% | Reduce -3.6% | 2,780 | $470K |
| Capula Management Ltd | 0.00% | New | 2,760 | $467K |
| Acadian Asset Management LLC | 0.00% | Add +645.0% | 2,749 | $464K |
| Merit Financial Group, LLC | 0.00% | Reduce -53.6% | 2,738 | $463K |
| AdvisorShares Investments LLC | 0.08% | Add +22.5% | 2,720 | $460K |
| Chicago Partners Investment Group LLC | 0.01% | Add +7.3% | 2,449 | $456K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,604 | $440K |
| Kera Capital Partners, Inc. | 0.05% | Reduce -23.4% | 2,601 | $440K |
| Boothbay Fund Management, LLC | 0.01% | New | 2,571 | $435K |
| R Squared Ltd | 0.24% | Reduce -21.3% | 2,551 | $431K |
| AlphaGrep UK Ltd | 0.13% | Add +15.6% | 2,543 | $430K |
| Integrated Wealth Concepts LLC | 0.00% | Add +135.3% | 2,543 | $430K |
| Swiss Life Asset Management Ltd | 0.00% | Add +109.0% | 2,519 | $426K |
| YHB Investment Advisors, Inc. | 0.03% | Reduce -74.1% | 2,505 | $423K |
| GHP Investment Advisors, Inc. | 0.02% | New | 2,486 | $420K |
| DRW Securities, LLC | 0.02% | New | 2,475 | $418K |
| Bessemer Group Inc. | 0.00% | Reduce -62.7% | 2,394 | $405K |
| EntryPoint Capital, LLC | 0.12% | No change | 2,387 | $404K |
| Deutsche Bank AG | 0.00% | Add +5.7% | 2,335 | $395K |
| Amica Mutual Insurance Co. | 0.03% | Add +22.4% | 2,331 | $394K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +34.6% | 2,320 | $392K |
| CI Investments Inc. | 0.00% | Reduce -93.5% | 2,292 | $387K |
| Commonwealth Equity Services, LLC | 0.00% | Add +24.8% | 2,252 | $381K |
| Janney Montgomery Scott LLC | 0.00% | New | 2,236 | $378K |
| Planning Alternatives Ltd. | 0.05% | Reduce -6.8% | 2,197 | $371K |
| Atria Investments, Inc | 0.00% | Reduce -6.9% | 2,139 | $362K |
| ExodusPoint Capital Management, LP | 0.00% | New | 2,118 | $358K |
| Man Group plc | 0.00% | Reduce -78.0% | 2,100 | $355K |
| Kornitzer Capital Management Inc. | 0.01% | Reduce -85.1% | 2,064 | $349K |
| Blair William & Co. | 0.00% | Reduce -13.5% | 2,063 | $349K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +0.7% | 1,942 | $328K |
| Evergreen Capital Management LLC | 0.01% | Add +38.8% | 1,927 | $326K |
| Quadrature Capital Ltd | 0.00% | New | 1,924 | $325K |
| Praxis Investment Management Inc. | 0.02% | New | 1,903 | $322K |
| Calamos Wealth Management LLC | 0.01% | New | 1,881 | $318K |
| Calamos Advisors LLC | 0.00% | New | 1,881 | $318K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -36.8% | 1,872 | $316K |
| Personal Cfo Solutions, LLC | 0.04% | Add +8.0% | 1,840 | $311K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.10% | Add +0.3% | 1,824 | $308K |
| Campbell & CO Investment Adviser LLC | 0.02% | New | 1,810 | $306K |
| Brighton Jones LLC | 0.01% | New | 1,793 | $303K |
| Amundi | 0.00% | Add +27.0% | 1,775 | $300K |
| HB Wealth Management, LLC | 0.00% | Reduce -46.8% | 1,766 | $299K |
| Blackstone Inc. | 0.00% | New | 1,766 | $299K |
| Commerce Bank | 0.00% | Reduce -23.1% | 1,765 | $298K |
| Gibbs Wealth Management | 0.04% | Reduce -28.0% | 1,753 | $296K |
| Securian Asset Management, Inc. | 0.01% | No change | 1,732 | $293K |
| Mirabella Financial Services LLP | 0.03% | Reduce -51.9% | 1,697 | $287K |
| Verdence Capital Advisors LLC | 0.02% | Add +18.3% | 1,683 | $285K |
| Procyon Advisors, LLC | 0.01% | Reduce -6.3% | 1,680 | $284K |
| Centiva Capital, LP | 0.01% | New | 1,624 | $275K |
| Alliance Wealth Advisors, LLC | 0.06% | Reduce -27.7% | 1,623 | $274K |
| Caisse de depot et placement du Quebec | 0.00% | New | 1,600 | $270K |
| Principal Securities, Inc. | 0.00% | Reduce -7.1% | 1,586 | $268K |
| Entropy Technologies, LP | 0.01% | Reduce -64.7% | 1,565 | $265K |
| Choreo, LLC | 0.00% | New | 1,554 | $263K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -93.4% | 1,519 | $257K |
| Dempze Nancy E | 0.14% | No change | 1,494 | $253K |
| NewEdge Advisors, LLC | 0.00% | Add +31.6% | 1,491 | $252K |
| Versant Capital Management, Inc | 0.02% | Add +19.3% | 1,488 | $252K |
| Syon Capital LLC | 0.01% | Reduce -46.0% | 1,459 | $247K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -10.4% | 1,452 | $245K |
| Azzad Asset Management Inc. | 0.02% | Reduce -2.2% | 1,441 | $244K |
| Federated Hermes, Inc. | 0.00% | Reduce -24.9% | 1,440 | $243K |
| iSAM Funds (UK) Ltd | 0.12% | Add +39.9% | 1,399 | $237K |
| Frec Markets, Inc. | 0.04% | New | 1,389 | $235K |
| Crossmark Global Holdings, Inc. | 0.00% | New | 1,385 | $234K |
| Prelude Capital Management, LLC | 0.02% | New | 1,383 | $234K |
| Portside Wealth Group, LLC | 0.03% | Reduce -28.3% | 1,368 | $231K |
| Two Sigma Securities, LLC | 0.03% | Reduce -50.0% | 1,363 | $230K |
| CIBC Asset Management Inc | 0.00% | No change | 1,355 | $229K |
| Signaturefd, LLC | 0.00% | Add +54.2% | 1,328 | $224K |
| Armistice Capital, LLC | 0.01% | New | 1,327 | $224K |
| DNB Asset Management AS | 0.00% | New | 1,327 | $224K |
| CIBC Bancorp USA Inc. | 0.00% | — | 1,317 | $223K |
| Baird Financial Group, Inc. | 0.00% | New | 1,313 | $222K |
| Parallel Advisors, LLC | 0.00% | Reduce -9.5% | 1,292 | $218K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | Add +32.6% | 1,257 | $212K |
| Maryland State Retirement & Pension System | 0.00% | No change | 1,247 | $211K |
| Abel Hall, LLC | 0.04% | New | 1,233 | $208K |
| Oppenheimer & Co. Inc. | 0.00% | New | 1,219 | $206K |
| PNC Financial Services Group, Inc. | 0.00% | Add +15.6% | 1,007 | $170K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +4.5% | 989 | $167K |
| Quadrant Capital Group LLC | 0.00% | Reduce -28.5% | 880 | $149K |
| Westpac Banking Corp. | 0.01% | Add +61.0% | 834 | $141K |
| TD Waterhouse Canada Inc. | 0.00% | New | 800 | $136K |
| Globeflex Capital L P | 0.02% | New | 780 | $132K |
| Rockefeller Capital Management L.P. | 0.00% | Add +98.5% | 768 | $130K |
| MAI Capital Management | 0.00% | Add +571.0% | 765 | $129K |
| HM Payson & Co. | 0.00% | Add +16.7% | 700 | $118K |
| KBC Group NV | 0.00% | No change | 659 | $111K |
| State of Wyoming | 0.01% | Reduce -49.7% | 628 | $106K |
| Essential Partners LLC | 0.04% | Reduce -32.6% | 627 | $106K |
| Basecamp Wealth Advisors LLC | 0.02% | Reduce -0.3% | 619 | $105K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -24.8% | 616 | $104K |
| Horizon Investments, LLC | 0.00% | Add +19.2% | 614 | $103K |
| Exchange Traded Concepts, LLC | 0.00% | Add +18.4% | 610 | $103K |
| Quarry LP | 0.02% | Add +214.8% | 595 | $101K |
| Aster Capital Management (DIFC) Ltd | 0.03% | Reduce -55.7% | 322 | $97K |
| GAMMA Investing LLC | 0.00% | Add +52.6% | 548 | $93K |
| Allworth Financial LP | 0.00% | Reduce -29.5% | 516 | $87K |
| STRS Ohio | 0.00% | Reduce -5.5% | 511 | $86K |
| UMB Bank, n.a. | 0.00% | Add +30.5% | 509 | $86K |
| Arax Advisory Partners | 0.00% | Add +205.3% | 464 | $78K |
| Eurizon Capital SGR S.p.A. | 0.00% | No change | 448 | $74K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Reduce -10.5% | 410 | $69K |
| North Star Investment Management Corp. | 0.00% | Reduce -2.5% | 395 | $67K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -3.9% | 374 | $63K |
| Larson Financial Group LLC | 0.00% | Add +484.1% | 368 | $62K |
| Quantbot Technologies LP | 0.00% | Reduce -97.0% | 368 | $62K |
| Bokf, NA | 0.00% | Add +3.4% | 336 | $57K |
| Sterling Capital Management LLC | 0.00% | Reduce -38.0% | 334 | $56K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -56.2% | 321 | $54K |
| Rothschild Investment LLC | 0.00% | Reduce -56.2% | 277 | $47K |
| CVA Family Office, LLC | 0.00% | Add +11.7% | 257 | $43K |
| Blue Trust, Inc. | 0.00% | Reduce -0.4% | 239 | $40K |
| IFP Advisors, Inc | 0.00% | Reduce -61.5% | 217 | $37K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -15.9% | 211 | $35K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +14.1% | 202 | $34K |
| Covestor Ltd | 0.02% | Reduce -37.3% | 198 | $34K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 200 | $34K |
| Employees Retirement System of Texas | 0.00% | No change | 184 | $31K |
| WPG Advisers, LLC | 0.02% | Reduce -2.2% | 181 | $31K |
| V-Square Quantitative Management LLC | 0.00% | Add +12.5% | 180 | $30K |
| American National Bank & Trust | 0.00% | No change | 170 | $29K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 155 | $26K |
| Elevation Wealth Partners, LLC | 0.01% | Add +139.7% | 151 | $26K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +42.2% | 145 | $25K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +1.7% | 118 | $20K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +0.9% | 117 | $20K |
| Centerpoint Advisors, LLC | 0.01% | Add +38.0% | 109 | $18K |
| True Wealth Design, LLC | 0.00% | Reduce -43.6% | 97 | $16K |
| Salomon & Ludwin, LLC | 0.00% | New | 94 | $16K |
| Owl Creek Wealth Partners LLC | 0.01% | — | 95 | $16K |
| Parkside Financial Bank & Trust | 0.00% | Add +165.7% | 93 | $16K |
| Hughes Financial Services, LLC | 0.00% | Add +2.4% | 85 | $14K |
| Private Trust Co. NA | 0.00% | No change | 84 | $14K |
| Bradley & Co. Private Wealth Management, LLC | 0.01% | No change | 83 | $14K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 77 | $13K |
| CENTRAL TRUST Co | 0.00% | No change | 75 | $13K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -3.0% | 65 | $11K |
| Quent Capital, LLC | 0.00% | Reduce -44.8% | 58 | $10K |
| Huntington National Bank | 0.00% | Add +152.4% | 53 | $9K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -36.1% | 53 | $9K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -33.3% | 50 | $8K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -32.9% | 47 | $8K |
| Ancora Advisors LLC | 0.00% | Reduce -79.3% | 44 | $7K |
| Manchester Capital Management LLC | 0.00% | Add +583.3% | 41 | $7K |
| Creative Financial Designs Inc. | 0.00% | Add +15.2% | 38 | $6K |
| Assetmark, Inc. | 0.00% | Reduce -2.9% | 33 | $6K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 31 | $5K |
| Dogwood Wealth Management LLC | 0.00% | Add +40.0% | 28 | $5K |
| KERR FINANCIAL PLANNING Corp | 0.00% | Add +4.2% | 25 | $5K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -90.8% | 25 | $4K |
| High Note Wealth, LLC | 0.00% | New | 25 | $4K |
| TD Private Client Wealth LLC | 0.00% | Add +64.3% | 23 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 22 | $4K |
| First Horizon Corp. | 0.00% | Add +600.0% | 21 | $4K |
| Bare Financial Services, Inc | 0.00% | New | 20 | $3K |
| Zions Bancorporation, National Association | 0.00% | Add +5.6% | 19 | $3K |
| Sachetta, LLC | 0.00% | Add +100.0% | 18 | $3K |
| Whipplewood Advisors, LLC | 0.00% | New | 18 | $3K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -71.4% | 18 | $3K |
| Avion Wealth | 0.00% | Add +9.5% | 23 | $3K |
| Atlantic Private Wealth, LLC | 0.00% | No change | 16 | $3K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -33.3% | 16 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Add +21.4% | 17 | $3K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 15 | $3K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +40.0% | 14 | $2K |
| Asset Dedication, LLC | 0.00% | No change | 13 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 12 | $2K |
| Estabrook Capital Management | 0.00% | New | 12 | $2K |
| International Assets Investment Management, LLC | 0.00% | Reduce -23.1% | 10 | $2K |
| Marquette Asset Management, LLC | 0.00% | Reduce -16.7% | 10 | $2K |
| SouthState Bank Corp | 0.00% | Add +28.6% | 9 | $2K |
| Bogart Wealth, LLC | 0.00% | Add +125.0% | 9 | $2K |
| Clearstead Advisors, LLC | 0.00% | Reduce -89.3% | 8 | $1K |
| Kilter Group LLC | 0.00% | Add +16.7% | 7 | $1K |
| MV Capital Management, Inc. | 0.00% | Add +600.0% | 7 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | Add +75.0% | 7 | $1K |
| Activest Wealth Management | 0.00% | Reduce -89.3% | 6 | $1K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -73.9% | 6 | $1K |
| Root Financial Partners, LLC | 0.00% | Reduce -77.8% | 6 | $1K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 5 | $883 |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -68.8% | 5 | $846 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -77.3% | 5 | $846 |
| Financial Network Wealth Advisors LLC | 0.00% | Reduce -85.3% | 5 | $845 |
| Cornerstone Financial Management LLC | 0.00% | No change | 5 | $845 |
| Burk Holdings LLC | 0.00% | New | 5 | $845 |
| American Capital Advisory, LLC | 0.00% | Add +100.0% | 4 | $677 |
| Quaker Wealth Management, LLC | 0.00% | Add +300.0% | 4 | $677 |
| Fortitude Family Office, LLC | 0.00% | New | 4 | $676 |
| Spire Wealth Management | 0.00% | New | 4 | $617 |
| Signature Equity Partners, LLC | 0.00% | No change | 3 | $510 |
| Breakwater Investment Management | 0.00% | Add +50.0% | 3 | $508 |
| Rialto Wealth Management, LLC | 0.00% | Add +50.0% | 3 | $508 |
| Torren Management, LLC | 0.00% | No change | 3 | $507 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 3 | $507 |
| Highline Wealth Partners LLC | 0.00% | New | 3 | $507 |
| Rossby Financial, LCC | 0.00% | No change | 2 | $339 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -60.0% | 2 | $339 |
| Cromwell Holdings LLC | 0.00% | New | 2 | $338 |
| SHP Wealth Management | 0.00% | New | 2 | $338 |
| SBI Securities Co., Ltd. | 0.00% | No change | 2 | $338 |
| Curio Wealth, LLC | 0.00% | New | 1 | $169 |
| Raffa Wealth Management, LLC | 0.00% | New | 1 | $169 |
| Wealth Enhancement Trust Services, Inc. | 0.00% | No change | 1 | $169 |
"% of holder's portfolio" is MORN's weight in each manager's 13F, not the share of Morningstar Inc. the manager owns.