MorningstarMORN
13F holders, Q2 2026 (June 30)420holders −27
62new positions
91sold out
10famous investors
$156.02avg. 13F price*
At the end of Q2 2026, 420 institutions reported holding Morningstar Inc. (MORN) in their 13F filings, down 27 from Q1 2026. 62 opened new positions and 91 sold out. The largest holders were Baron Capital (BAMCO) ($545.9M), BlackRock, Inc. ($324.8M) and Wellington Management Group LLP ($232.9M). 10 famous investors held it, including Ron Baron (0.8% of Baron Capital (BAMCO)'s portfolio), Cliff Asness (0.1% of AQR Capital Management'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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $66.2M |
| Exits | 91 | $268.4M |
All 13F filers, Q1 2026 → Q2 2026: 5,186,568 shares bought and 4,626,712 shares sold, net +559,856 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 420 holders
| Baron Capital (BAMCO) | 0.82% | Add +360.7% | 3,499,146 | $545.9M |
| BlackRock, Inc. | 0.00% | Reduce -11.0% | 2,081,736 | $324.8M |
| Wellington Management Group LLP | 0.04% | Reduce -10.2% | 1,493,037 | $232.9M |
| Morgan Stanley | 0.01% | Reduce -14.2% | 1,484,135 | $231.6M |
| AQR Capital Management | 0.07% | Add +109.2% | 1,304,388 | $203.5M |
| Vanguard Portfolio Management LLC | 0.01% | Reduce -9.7% | 950,075 | $148.2M |
| Vanguard Capital Management LLC | 0.00% | Reduce -9.6% | 894,406 | $139.5M |
| State Street Corp. | 0.00% | Reduce -2.6% | 716,473 | $111.8M |
| Geode Capital Management, LLC | 0.00% | Reduce -3.5% | 578,315 | $90.2M |
| Dimensional Fund Advisors LP | 0.02% | Add +8.5% | 561,857 | $87.7M |
| Los Angeles Capital Management LLC | 0.32% | Reduce -13.6% | 557,955 | $87.1M |
| Two Sigma Investments, LP | 0.06% | Reduce -43.7% | 484,249 | $75.6M |
| Jane Street Group, LLC | 0.04% | Add +29.2% | 431,301 | $67.3M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +6.5% | 420,742 | $65.6M |
| Kensico Capital Management Corp. | 0.76% | Add +110.4% | 284,100 | $44.3M |
| Invesco Ltd. | 0.00% | Reduce -9.1% | 259,287 | $40.5M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -4.1% | 244,324 | $37.9M |
| Renaissance Technologies | 0.05% | Reduce -46.8% | 238,770 | $37.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -45.0% | 236,316 | $37.0M |
| Bank of New York Mellon Corp | 0.01% | Add +32.8% | 232,481 | $36.3M |
| Copeland Capital Management, LLC | 0.74% | Add +69.8% | 229,546 | $35.8M |
| UBS Group AG | 0.01% | Add +198.9% | 209,075 | $32.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -3.6% | 206,136 | $32.2M |
| Quantinno Capital Management LP | 0.04% | Add +8.7% | 203,220 | $31.7M |
| Bank of America Corp. | 0.00% | Add +4.9% | 192,610 | $30.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Add +2.8% | 191,181 | $29.8M |
| FMR LLC | 0.00% | Add +69.6% | 180,968 | $28.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -14.8% | 179,184 | $28.0M |
| Northern Trust Corp. | 0.00% | Reduce -3.4% | 169,919 | $26.5M |
| Confluence Investment Management LLC | 0.41% | Reduce -6.4% | 166,257 | $25.9M |
| Millennium Management | 0.02% | Reduce -49.6% | 162,620 | $25.4M |
| Voloridge Investment Management, LLC | 0.11% | Reduce -8.9% | 162,073 | $25.3M |
| Brookfield Corp | 0.03% | New | 156,792 | $24.5M |
| Norges Bank | 0.00% | — | 155,686 | $24.3M |
| Nordea Investment Management AB | 0.02% | Add +102.1% | 147,892 | $22.9M |
| Royce & Associates LP | 0.18% | Reduce -16.8% | 144,996 | $22.6M |
| Gotham Asset Management | 0.05% | Reduce -16.1% | 142,299 | $22.2M |
| Vanguard Fiduciary Trust Co. | 0.00% | Reduce -4.2% | 136,878 | $21.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.7% | 136,872 | $21.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.06% | Reduce -23.8% | 124,542 | $19.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +10.8% | 118,347 | $18.5M |
| American Capital Management Inc. | 0.80% | Add +6.1% | 114,947 | $17.9M |
| Sei Investments Co. | 0.02% | Reduce -40.4% | 112,779 | $17.6M |
| Crawford Fund Management, LLC | 5.24% | Add +22.8% | 109,500 | $17.1M |
| DF Dent & Co. Inc. | 0.31% | Add +3.9% | 106,374 | $16.6M |
| Jupiter Topco LLC | 0.01% | — | 91,390 | $14.3M |
| Principal Financial Group Inc. | 0.01% | Reduce -1.2% | 76,156 | $11.9M |
| Tudor Investment Corporation | 0.05% | Add +90.2% | 76,095 | $11.9M |
| Candriam S.C.A. | 0.05% | New | 74,445 | $11.6M |
| Allianz Asset Management GmbH | 0.01% | Add +173.1% | 74,023 | $11.5M |
| Capital Fund Management S.A. | 0.08% | Add +2.8% | 69,077 | $10.8M |
| Stifel Financial Corp. | 0.01% | Add +6.5% | 67,188 | $10.5M |
| Loomis Sayles & Co. L P | 0.01% | Add +32.5% | 64,876 | $10.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -10.5% | 61,984 | $9.7M |
| Prudential Financial Inc. | 0.01% | Reduce -6.1% | 61,498 | $9.6M |
| Chicago Capital, LLC | 0.23% | Reduce -17.8% | 60,972 | $9.5M |
| Barlow Wealth Partners, LLC | 1.03% | Reduce -0.2% | 57,602 | $9.5M |
| Rhumbline Advisers | 0.01% | Reduce -10.8% | 55,898 | $8.7M |
| Nomura Asset Management International Inc. | 0.01% | Reduce -39.9% | 54,859 | $8.6M |
| Ieq Capital, LLC | 0.04% | Add +85.0% | 53,907 | $8.4M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -2.7% | 50,700 | $7.9M |
| Nuveen, LLC | 0.00% | Reduce -18.1% | 49,783 | $7.8M |
| Mariner, LLC | 0.01% | Add +200.6% | 49,671 | $7.7M |
| SG Americas Securities, LLC | 0.00% | Add +4.1% | 48,845 | $7.6M |
| Squarepoint Ops LLC | 0.01% | New | 47,742 | $7.4M |
| Alliancebernstein L.P. | 0.00% | Add +32.7% | 41,088 | $6.9M |
| First Trust Advisors LP | 0.00% | Add +72.8% | 44,475 | $6.9M |
| Swiss National Bank | 0.00% | Reduce -16.8% | 40,600 | $6.3M |
| Engineers Gate Manager LP | 0.08% | Add +182.2% | 39,989 | $6.2M |
| Algert Global LLC | 0.07% | Reduce -28.1% | 35,197 | $5.5M |
| Creative Planning | 0.00% | Add +0.9% | 34,701 | $5.4M |
| American Century Companies Inc. | 0.00% | Reduce -7.7% | 33,811 | $5.3M |
| Benjamin Edwards Inc. | 0.05% | Reduce -3.5% | 33,499 | $5.2M |
| Point72 Asset Management | 0.01% | Reduce -80.8% | 32,754 | $5.1M |
| XTX Topco Ltd | 0.07% | Add +52.9% | 32,638 | $5.1M |
| Quadrature Capital Ltd | 0.04% | Add +1540.6% | 31,566 | $4.9M |
| California Public Employees Retirement System | 0.00% | Reduce -6.5% | 31,222 | $4.9M |
| Citadel Advisors | 0.00% | Add +18.0% | 27,906 | $4.4M |
| Legal & General Group Plc | 0.00% | Reduce -16.1% | 27,422 | $4.3M |
| Barclays PLC | 0.00% | Reduce -4.8% | 26,602 | $4.2M |
| Y-Intercept (Hong Kong) Ltd | 0.08% | Add +175.6% | 26,415 | $4.1M |
| Nicholas Company, Inc. | 0.07% | No change | 26,185 | $4.1M |
| Caxton Associates LLP | 0.07% | Reduce -3.0% | 24,236 | $3.8M |
| Mercer Global Advisors Inc. | 0.00% | Add +223.7% | 24,099 | $3.8M |
| State of Alaska, Department of Revenue | 0.04% | Add +40.5% | 23,699 | $3.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.7% | 23,623 | $3.7M |
| California State Teachers Retirement System | 0.00% | Reduce -22.0% | 22,952 | $3.6M |
| Vident Advisory, LLC | 0.03% | Add +5.5% | 22,877 | $3.6M |
| Cerity Partners LLC | 0.00% | Add +55.5% | 22,838 | $3.6M |
| Retirement Systems of Alabama | 0.01% | Reduce -18.9% | 22,812 | $3.6M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -1.6% | 22,310 | $3.5M |
| Marshall Wace, LLP | 0.00% | Add +99.5% | 21,114 | $3.3M |
| Wells Fargo & Company | 0.00% | Reduce -4.3% | 19,503 | $3.0M |
| MidFirst Bank | 0.21% | Reduce -1.3% | 18,560 | $2.9M |
| GHP Investment Advisors, Inc. | 0.11% | Add +638.6% | 18,361 | $2.9M |
| Lazard Asset Management LLC | 0.00% | Add +24.2% | 18,309 | $2.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +145.3% | 18,661 | $2.8M |
| Numerai GP LLC | 0.23% | Add +38.3% | 18,066 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -31.6% | 17,903 | $2.8M |
| Citigroup Inc. | 0.00% | Add +46.9% | 17,641 | $2.8M |
| Acadian Asset Management LLC | 0.00% | Add +521.4% | 17,082 | $2.7M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -2.2% | 16,740 | $2.6M |
| Axxcess Wealth Management, LLC | 0.04% | New | 16,454 | $2.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Reduce -10.8% | 16,054 | $2.5M |
| Worldquant Millennium Advisors LLC | 0.01% | Reduce -55.5% | 15,895 | $2.5M |
| Focus Partners Wealth | 0.00% | Reduce -88.2% | 15,867 | $2.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.0% | 15,846 | $2.5M |
| BNP Paribas Financial Markets | 0.00% | Reduce -63.8% | 15,258 | $2.4M |
| Berkeley, Inc | 0.74% | Reduce -2.3% | 15,202 | $2.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -66.9% | 15,098 | $2.4M |
| State of Wisconsin Investment Board | 0.00% | Add +27.4% | 15,090 | $2.4M |
| Cardinal Capital Management | 0.28% | Add +9.3% | 15,051 | $2.3M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -31.6% | 14,919 | $2.3M |
| Fluent Financial, LLC | 0.80% | Add +150.0% | 14,362 | $2.2M |
| Redwood Investment Management, LLC | 0.22% | New | 13,997 | $2.2M |
| Franklin Resources Inc. | 0.00% | New | 13,634 | $2.1M |
| Quantbot Technologies LP | 0.08% | Add +3596.2% | 13,602 | $2.1M |
| Royal Bank of Canada | 0.00% | Reduce -39.6% | 13,567 | $2.1M |
| Advisory Services Network, LLC | 0.02% | Reduce -3.4% | 13,457 | $2.1M |
| MML Investors Services, LLC | 0.00% | Add +43.4% | 12,816 | $2.0M |
| LPL Financial LLC | 0.00% | Reduce -20.7% | 12,407 | $1.9M |
| New York State Common Retirement Fund | 0.00% | Add +15.4% | 11,955 | $1.9M |
| Azzad Asset Management Inc. | 0.16% | Add +717.4% | 11,779 | $1.8M |
| Henshaw Capital LLC | 0.06% | Add +0.3% | 11,672 | $1.8M |
| Captrust Financial Advisors | 0.00% | Add +39.2% | 11,372 | $1.8M |
| Meeder Asset Management Inc. | 0.09% | Reduce -79.8% | 11,232 | $1.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +144.2% | 10,827 | $1.7M |
| Corient Private Wealth LP | 0.00% | Reduce -43.6% | 10,796 | $1.7M |
| Voya Investment Management LLC | 0.00% | Add +1.8% | 10,735 | $1.7M |
| MetLife Investment Management, LLC | 0.01% | Reduce -10.9% | 10,625 | $1.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -82.0% | 10,301 | $1.6M |
| Summit Trail Advisors, LLC | 0.02% | Add +3.2% | 9,943 | $1.6M |
| Amalgamated Bank | 0.01% | Reduce -7.6% | 9,900 | $1.5M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -1.8% | 9,854 | $1.5M |
| Brevan Howard Capital Management LP | 0.02% | Add +120.2% | 9,535 | $1.5M |
| Aurora Investment Counsel | 0.76% | Reduce -0.1% | 9,515 | $1.5M |
| Jones Financial Companies LLLP | 0.00% | Reduce -28.2% | 9,548 | $1.5M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Add +46.9% | 9,400 | $1.5M |
| Motley Fool Asset Management LLC | 0.06% | Reduce -3.9% | 9,373 | $1.5M |
| Savant Capital, LLC | 0.00% | New | 7,400 | $1.4M |
| Arax Advisory Partners | 0.01% | Add +1798.7% | 8,810 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -61.5% | 8,718 | $1.4M |
| Linden Thomas Advisory Services, LLC | 0.11% | Add +70.5% | 8,686 | $1.4M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Reduce -2.7% | 8,660 | $1.4M |
| Caisse de depot et placement du Quebec | 0.00% | Add +437.5% | 8,600 | $1.3M |
| Dearborn Partners LLC | 0.07% | Reduce -2.5% | 8,465 | $1.3M |
| Treasurer of the State of North Carolina | 0.00% | Reduce -9.3% | 8,294 | $1.3M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -10.2% | 8,245 | $1.3M |
| Mutual of America Capital Management LLC | 0.01% | Reduce -7.2% | 8,163 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -12.6% | 7,933 | $1.2M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -19.4% | 7,900 | $1.2M |
| Level Four Advisory Services, LLC | 0.03% | Reduce -3.2% | 7,818 | $1.2M |
| Hillsdale Investment Management Inc. | 0.03% | Add +14.7% | 7,810 | $1.2M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 7,770 | $1.2M |
| Redmond Asset Management, LLC | 0.30% | Reduce -0.3% | 7,681 | $1.2M |
| Bright Rock Capital Management, LLC | 0.23% | No change | 7,500 | $1.2M |
| Zurich Insurance Group Ltd | 0.01% | New | 7,500 | $1.2M |
| Pathstone Holdings, LLC | 0.00% | Reduce -19.8% | 7,275 | $1.1M |
| Ceera Investments, LLC | 0.47% | Reduce -4.0% | 7,136 | $1.1M |
| Empire Life Investments Inc. | 0.06% | Add +0.3% | 7,122 | $1.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -21.4% | 7,031 | $1.1M |
| New York State Teachers Retirement System | 0.00% | Add +47.1% | 6,970 | $1.1M |
| Mosaic Family Wealth Partners, LLC | 0.07% | New | 6,878 | $1.1M |
| Hunter Perkins Capital Management, LLC | 0.23% | Add +10.0% | 6,705 | $1.0M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -76.7% | 6,393 | $1.0M |
| State of New Jersey Common Pension Fund D | 0.00% | Reduce -52.3% | 6,624 | $1.0M |
| denkapparat Operations GmbH | 0.34% | Add +44.2% | 6,596 | $1.0M |
| Jump Financial, LLC | 0.01% | Reduce -40.2% | 6,520 | $1.0M |
| Louisiana State Employees Retirement System | 0.01% | Reduce -3.0% | 6,500 | $1.0M |
| Truist Financial Corp. | 0.00% | Reduce -9.2% | 6,481 | $1.0M |
| US Bancorp \de | 0.00% | Reduce -4.2% | 6,407 | $1000K |
| Handelsbanken Fonder AB | 0.00% | No change | 6,372 | $994K |
| Yousif Capital Management, LLC | 0.01% | Reduce -9.7% | 6,087 | $950K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 6,085 | $949K |
| Cetera Investment Advisers | 0.00% | Add +20.6% | 6,082 | $949K |
| Wedbush Securities Inc. | 0.02% | Add +2.7% | 6,031 | $941K |
| Fifth Third Bancorp | 0.00% | Reduce -14.8% | 5,905 | $921K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -9.8% | 5,785 | $903K |
| Tidal Investments LLC | 0.00% | Add +9.2% | 5,653 | $882K |
| D. E. Shaw & Co. | 0.00% | Reduce -72.5% | 5,594 | $873K |
| Arizona State Retirement System | 0.00% | Reduce -17.7% | 5,580 | $871K |
| Callan Family Office, LLC | 0.02% | Add +27.0% | 5,421 | $846K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -8.2% | 5,280 | $824K |
| Brighton Jones LLC | 0.02% | Add +192.8% | 5,249 | $819K |
| Sepio Capital, LP | 0.04% | Reduce -0.2% | 5,235 | $817K |
| Vanguard Investments Australia, Ltd. | 0.00% | Reduce -18.4% | 5,212 | $813K |
| State of Michigan Retirement System | 0.00% | Reduce -5.5% | 5,200 | $811K |
| New Mexico Educational Retirement Board | 0.02% | No change | 5,200 | $811K |
| Quinn Opportunity Partners LLC | 0.04% | New | 5,000 | $780K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Reduce -3.5% | 4,961 | $774K |
| Bradyco, Inc. | 0.87% | No change | 4,864 | $759K |
| Neuberger Berman Group LLC | 0.00% | Add +35.3% | 4,803 | $749K |
| Rothschild Investment LLC | 0.03% | Add +1572.6% | 4,633 | $723K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -17.9% | 4,600 | $718K |
| Merit Financial Group, LLC | 0.00% | Add +67.6% | 4,590 | $716K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -2.1% | 4,586 | $716K |
| Advisors Preferred, LLC | 0.11% | New | 4,259 | $707K |
| AlphaGrep UK Ltd | 0.21% | Add +73.6% | 4,414 | $689K |
| OP Asset Management Ltd | 0.01% | Reduce -63.9% | 4,386 | $684K |
| Harbor Capital Advisors, Inc. | 0.05% | Reduce -0.5% | 4,278 | $667K |
| Bridgewater Associates | 0.00% | New | 4,249 | $663K |
| Martin Capital Advisors, LLP | 0.34% | No change | 4,202 | $656K |
| Caprock Group, LLC | 0.01% | New | 4,201 | $655K |
| Park Avenue Securities LLC | 0.00% | Add +8.1% | 4,198 | $655K |
| Integrated Wealth Concepts LLC | 0.00% | Add +60.3% | 4,076 | $636K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -4.0% | 4,059 | $633K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -44.3% | 3,915 | $611K |
| &partners | 0.00% | Add +26.4% | 3,755 | $586K |
| RV Capital AG | 0.15% | No change | 3,700 | $577K |
| Jefferies Financial Group Inc. | 0.01% | Add +16.5% | 3,676 | $574K |
| Vinva Investment Management Ltd | 0.00% | New | 2,451 | $555K |
| Kera Capital Partners, Inc. | 0.05% | Add +36.5% | 3,551 | $554K |
| CSS LLC | 0.07% | Reduce -36.1% | 3,520 | $549K |
| Keeler Thomas Management LLC | 0.19% | Add +14.3% | 3,348 | $522K |
| Sivia Capital Partners, LLC | 0.06% | New | 3,339 | $521K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -19.3% | 3,326 | $519K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -4.1% | 3,305 | $516K |
| Bank of Montreal | 0.00% | Reduce -35.9% | 3,305 | $516K |
| Sanctuary Advisors, LLC | 0.00% | Add +7.2% | 3,295 | $514K |
| Victory Capital Management Inc. | 0.00% | Reduce -4.3% | 3,285 | $513K |
| M&T Bank Corp | 0.00% | Reduce -9.4% | 3,277 | $511K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 3,206 | $500K |
| Blair William & Co. | 0.00% | Add +53.3% | 3,162 | $493K |
| Fox Run Management, L.L.C. | 0.08% | Reduce -56.8% | 3,142 | $490K |
| Larson Financial Group LLC | 0.01% | Add +728.8% | 3,050 | $476K |
| New Age Alpha Advisors, LLC | 0.02% | Reduce -77.6% | 3,034 | $473K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 3,000 | $468K |
| MAI Capital Management | 0.00% | Add +288.8% | 2,974 | $464K |
| Chicago Partners Investment Group LLC | 0.01% | Add +13.0% | 2,768 | $464K |
| NewEdge Advisors, LLC | 0.00% | Add +95.0% | 2,907 | $454K |
| HRT Financial LP | 0.00% | Reduce -93.4% | 2,876 | $448K |
| LSV Asset Management | 0.00% | No change | 2,800 | $437K |
| Federated Hermes, Inc. | 0.00% | Add +93.6% | 2,788 | $435K |
| Apeiron RIA LLC | 0.11% | New | 11,767 | $433K |
| AdvisorShares Investments LLC | 0.05% | No change | 2,720 | $424K |
| Occudo Quantitative Strategies LP | 0.02% | Reduce -23.5% | 2,717 | $424K |
| Intrua Financial, LLC | 0.04% | New | 2,700 | $421K |
| Teacher Retirement System of Texas | 0.00% | Reduce -20.0% | 2,680 | $418K |
| Xponance LLC | 0.00% | Reduce -37.2% | 2,653 | $414K |
| New York Life Investment Management LLC | 0.00% | Reduce -7.1% | 2,603 | $406K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,604 | $406K |
| Evergreen Capital Management LLC | 0.01% | Add +34.0% | 2,582 | $403K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +37.5% | 2,575 | $402K |
| Swiss Life Asset Management Ltd | 0.00% | Add +1.9% | 2,566 | $400K |
| HB Wealth Management, LLC | 0.00% | Add +45.1% | 2,562 | $400K |
| Deutsche Bank AG | 0.00% | Add +9.4% | 2,554 | $398K |
| Atria Investments, Inc | 0.00% | Add +17.8% | 2,519 | $393K |
| Bull Harbor Capital LLC | 0.08% | New | 2,506 | $391K |
| iA Global Asset Management Inc. | 0.00% | New | 2,480 | $387K |
| Pacer Advisors, Inc. | 0.00% | Reduce -10.7% | 2,482 | $387K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -17.6% | 2,392 | $373K |
| YHB Investment Advisors, Inc. | 0.02% | Reduce -5.4% | 2,370 | $370K |
| Personal Cfo Solutions, LLC | 0.05% | Add +27.4% | 2,345 | $366K |
| HSBC Holdings PLC | 0.00% | Reduce -77.0% | 2,337 | $364K |
| Baker Avenue Asset Management, LP | 0.01% | Add +60.4% | 2,329 | $363K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -45.3% | 2,307 | $360K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +132.5% | 2,299 | $359K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +14.7% | 2,227 | $347K |
| Planning Alternatives Ltd. | 0.04% | Reduce -2.7% | 2,138 | $334K |
| Aaron Wealth Advisors LLC | 0.02% | Reduce -36.7% | 2,102 | $328K |
| Oak Thistle LLC | 0.03% | Reduce -84.3% | 2,099 | $327K |
| Fieldview Capital Management, LLC | 0.09% | New | 2,090 | $326K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -8.5% | 2,045 | $319K |
| Krilogy Financial LLC | 0.01% | New | 2,013 | $314K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -11.7% | 1,989 | $310K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -15.3% | 1,966 | $307K |
| HUB Investment Partners, LLC | 0.01% | New | 1,870 | $292K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.08% | Add +0.3% | 1,829 | $285K |
| PEAK6 LLC | 0.01% | New | 1,814 | $283K |
| Securian Asset Management, Inc. | 0.01% | Reduce -6.1% | 1,627 | $281K |
| Kornitzer Capital Management Inc. | 0.01% | Reduce -13.6% | 1,783 | $278K |
| Amundi | 0.00% | Reduce -0.5% | 1,767 | $276K |
| Bridgefront Capital, LLC | 0.07% | New | 1,700 | $265K |
| Pallas Capital Advisors LLC | 0.01% | New | 1,663 | $259K |
| Caerus Investment Advisors, LLC | 0.09% | New | 1,658 | $259K |
| Verdence Capital Advisors LLC | 0.01% | Reduce -3.5% | 1,624 | $253K |
| Machina Capital S.A.S. | 0.04% | New | 1,602 | $250K |
| HM Payson & Co. | 0.00% | Add +128.6% | 1,600 | $250K |
| Principal Securities, Inc. | 0.00% | Add +0.1% | 1,588 | $248K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | Add +26.2% | 1,586 | $247K |
| Catalyst Funds Management Pty Ltd | 0.01% | New | 1,550 | $242K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 1,441 | $239K |
| Allworth Financial LP | 0.00% | Add +191.7% | 1,505 | $235K |
| VestGen Advisors, LLC | 0.01% | New | 1,492 | $233K |
| Crestwood Advisors Group, LLC | 0.00% | New | 1,481 | $231K |
| Waddell & Associates, LLC | 0.01% | New | 1,470 | $229K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 1,465 | $229K |
| Citizens Financial Group Inc. | 0.00% | New | 1,450 | $226K |
| Claret Asset Management Corp | 0.02% | New | 1,448 | $226K |
| Diversify Advisory Services, LLC | 0.00% | New | 1,224 | $223K |
| Diversify Wealth Management, LLC | 0.00% | Reduce -79.4% | 1,224 | $223K |
| Essential Partners LLC | 0.10% | Add +112.3% | 1,331 | $208K |
| DNB Asset Management AS | 0.00% | No change | 1,327 | $207K |
| 111 Capital | 0.03% | New | 1,295 | $202K |
| Nykredit A/S | 0.00% | — | 1,206 | $188K |
| State of Wyoming | 0.02% | Add +90.9% | 1,199 | $187K |
| 1620 Investment Advisors, Inc. | 0.12% | New | 1,190 | $186K |
| Parallel Advisors, LLC | 0.00% | Reduce -14.8% | 1,101 | $172K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +75.2% | 1,079 | $168K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -78.7% | 1,075 | $168K |
| Bessemer Group Inc. | 0.00% | Reduce -55.5% | 1,065 | $166K |
| Versant Capital Management, Inc | 0.01% | Reduce -34.8% | 970 | $151K |
| Twin Tree Management, LP | 0.02% | New | 913 | $142K |
| Westpac Banking Corp. | 0.01% | Reduce -1.8% | 819 | $128K |
| Globeflex Capital L P | 0.02% | No change | 780 | $122K |
| Simplex Trading, LLC | 0.00% | New | 739 | $115K |
| Exchange Traded Concepts, LLC | 0.00% | Add +15.6% | 705 | $110K |
| Horizon Investments, LLC | 0.00% | Add +15.2% | 707 | $110K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -31.3% | 692 | $108K |
| KBC Group NV | 0.00% | No change | 659 | $103K |
| Basecamp Wealth Advisors LLC | 0.02% | Reduce -0.5% | 616 | $96K |
| Signaturefd, LLC | 0.00% | Reduce -55.8% | 587 | $92K |
| Sterling Capital Management LLC | 0.00% | Add +66.2% | 555 | $87K |
| Bayforest Capital Ltd | 0.07% | New | 499 | $78K |
| Farther Finance Advisors, LLC | 0.00% | Add +41.4% | 454 | $71K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -45.6% | 435 | $70K |
| Eurizon Capital SGR S.p.A. | 0.00% | No change | 448 | $70K |
| GAMMA Investing LLC | 0.00% | Reduce -23.4% | 420 | $66K |
| STRS Ohio | 0.00% | Reduce -19.8% | 410 | $64K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -49.2% | 390 | $61K |
| Aster Capital Management (DIFC) Ltd | 0.01% | Add +18.0% | 380 | $59K |
| UMB Bank, n.a. | 0.00% | Reduce -32.8% | 342 | $53K |
| Bokf, NA | 0.00% | Reduce -3.3% | 325 | $51K |
| IFP Advisors, Inc | 0.00% | Add +45.2% | 315 | $49K |
| True Wealth Design, LLC | 0.01% | Add +221.7% | 312 | $49K |
| Global Retirement Partners, LLC | 0.00% | — | 312 | $49K |
| Nisa Investment Advisors, LLC | 0.00% | Add +1588.9% | 304 | $47K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +35.1% | 285 | $44K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 200 | $31K |
| Employees Retirement System of Texas | 0.00% | No change | 184 | $29K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -52.4% | 178 | $28K |
| American National Bank & Trust | 0.00% | No change | 170 | $27K |
| WPG Advisers, LLC | 0.01% | Reduce -12.2% | 159 | $25K |
| Grove Bank & Trust | 0.00% | New | 158 | $25K |
| SJS Investment Consulting Inc. | 0.00% | Add +520.0% | 155 | $24K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 155 | $24K |
| Covestor Ltd | 0.01% | Reduce -21.2% | 156 | $24K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -30.2% | 141 | $22K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -5.5% | 137 | $21K |
| Elevation Wealth Partners, LLC | 0.01% | Reduce -15.2% | 128 | $20K |
| Centerpoint Advisors, LLC | 0.00% | No change | 109 | $17K |
| Parkside Financial Bank & Trust | 0.00% | Add +15.1% | 107 | $17K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +613.3% | 107 | $17K |
| Allied Private Wealth LLC | 0.01% | — | 100 | $17K |
| Huntington National Bank | 0.00% | Add +92.5% | 102 | $16K |
| Blue Trust, Inc. | 0.00% | Reduce -58.6% | 99 | $15K |
| Salomon & Ludwin, LLC | 0.00% | No change | 94 | $15K |
| Assetmark, Inc. | 0.00% | Add +178.8% | 92 | $14K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | Add +8800.0% | 89 | $14K |
| Hughes Financial Services, LLC | 0.00% | No change | 85 | $13K |
| Private Trust Co. NA | 0.00% | No change | 84 | $13K |
| Bradley & Co. Private Wealth Management, LLC | 0.01% | No change | 83 | $13K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 77 | $12K |
| CENTRAL TRUST Co | 0.00% | No change | 75 | $12K |
| Institute for Wealth Management, LLC. | 0.00% | New | 73 | $11K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -40.2% | 70 | $11K |
| Fortitude Family Office, LLC | 0.00% | Add +1525.0% | 65 | $10K |
| Quarry LP | 0.00% | Reduce -89.6% | 62 | $10K |
| North Star Investment Management Corp. | 0.00% | Reduce -84.3% | 62 | $10K |
| Quent Capital, LLC | 0.00% | Add +5.2% | 61 | $10K |
| Clearstead Advisors, LLC | 0.00% | Add +650.0% | 60 | $9K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -12.3% | 57 | $9K |
| Smartleaf Asset Management LLC | 0.00% | No change | 53 | $8K |
| Activest Wealth Management | 0.00% | Add +766.7% | 52 | $8K |
| Cornerstone Planning Group LLC | 0.00% | Add +182.3% | 48 | $8K |
| Buck Wealth Strategies, LLC | 0.00% | New | 45 | $7K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -8.5% | 43 | $7K |
| Compass Financial Management LLC | 0.00% | — | 34 | $7K |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 41 | $6K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | New | 34 | $5K |
| Creative Financial Designs Inc. | 0.00% | Reduce -13.2% | 33 | $5K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 31 | $5K |
| TD Private Client Wealth LLC | 0.00% | Add +34.8% | 31 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -40.0% | 30 | $5K |
| CVA Family Office, LLC | 0.00% | Reduce -89.1% | 28 | $4K |
| High Note Wealth, LLC | 0.00% | No change | 25 | $4K |
| KERR FINANCIAL PLANNING Corp | 0.00% | No change | 25 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 22 | $3K |
| Manchester Capital Management LLC | 0.00% | Reduce -53.7% | 19 | $3K |
| Zions Bancorporation, National Association | 0.00% | No change | 19 | $3K |
| Fulcrum Asset Management LLP | 0.00% | New | 19 | $3K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 16 | $3K |
| Atlantic Private Wealth, LLC | 0.00% | No change | 16 | $2K |
| Group One Trading LLC | 0.00% | New | 15 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 12 | $2K |
| Planning Strategies Inc. | 0.00% | — | 12 | $2K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -28.6% | 10 | $2K |
| CoreCap Advisors, LLC | 0.00% | New | 10 | $2K |
| Horizon Financial Services, LLC | 0.00% | New | 8 | $1K |
| Dogwood Wealth Management LLC | 0.00% | Reduce -71.4% | 8 | $1K |
| Kilter Group LLC | 0.00% | No change | 7 | $1K |
| SHP Wealth Management | 0.00% | Add +200.0% | 6 | $936 |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 5 | $855 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 5 | $781 |
| Cornerstone Financial Management LLC | 0.00% | No change | 5 | $780 |
| Burk Holdings LLC | 0.00% | No change | 5 | $780 |
| Quaker Wealth Management, LLC | 0.00% | No change | 4 | $625 |
| HFM Investment Advisors, LLC | 0.00% | New | 4 | $625 |
| Private Wealth Management Group, LLC | 0.00% | Reduce -33.3% | 4 | $625 |
| Rossby Financial, LCC | 0.00% | Add +100.0% | 4 | $624 |
| International Assets Investment Management, LLC | 0.00% | Reduce -70.0% | 3 | $486 |
| Breakwater Investment Management | 0.00% | No change | 3 | $469 |
| MV Capital Management, Inc. | 0.00% | Reduce -57.1% | 3 | $469 |
| Whipplewood Advisors, LLC | 0.00% | Reduce -83.3% | 3 | $468 |
| Torren Management, LLC | 0.00% | No change | 3 | $468 |
| Creative Capital Management Investments LLC | 0.00% | New | 3 | $468 |
| Fiduciary Financial Advisors | 0.00% | New | 3 | $468 |
| JPL Wealth Management, LLC | 0.00% | New | 2 | $313 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 2 | $313 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -71.4% | 2 | $312 |
| Cromwell Holdings LLC | 0.00% | No change | 2 | $312 |
| SBI Securities Co., Ltd. | 0.00% | No change | 2 | $312 |
| DecisionPoint Financial, LLC | 0.00% | New | 1 | $162 |
| American Capital Advisory, LLC | 0.00% | Reduce -75.0% | 1 | $157 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 1 | $156 |
| AdvisorNet Financial, Inc | 0.00% | New | 1 | $156 |
| Optiver Holding B.V. | 0.00% | New | 1 | $156 |
| LRI Investments, LLC | 0.00% | New | 1 | $156 |
| Avion Wealth | 0.00% | Reduce -87.0% | 3 | $0 |
| Navigoe, LLC | 0.00% | New | 1 | $0 |
"% of holder's portfolio" is MORN's weight in each manager's 13F, not the share of Morningstar Inc. the manager owns.