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Disclosery

MORN MORNINGSTAR INC

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Stock (common), issuer CIK 1289419

408 managers (420 13F filers) reported a position in MORN shares at 2026-06-30, 24,267,150 shares in all. 63 filers opened a position and 91 filers sold out during the quarter.

Managers
408
13F filers
420
New
63
Added
131
Reduced
173
Sold out
91
Shares held by filers
24,267,150

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
&PARTNERS3,755$586K<0.01%+78413F-HRTimeline
RV Capital AG3,700$577K0.15%013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.3,676$574K0.01%+52013F-HRTimelineGroup
Vinva Investment Management Ltd2,451$555K<0.01%new13F-HRTimeline
Kera Capital Partners, Inc.3,551$554K0.05%+95013F-HRTimeline
CSS LLC/IL3,520$549K0.02%-1,99013F-HRTimeline
Keeler Thomas Management LLC3,348$522K0.19%+42013F-HRTimeline
Sivia Capital Partners, LLC3,339$521K0.06%new13F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…3,326$519K<0.01%-79313F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC3,305$516K<0.01%-14013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,305$516K<0.01%-1,85413F-HRTimelineGroup
Sanctuary Advisors, LLC3,295$514K<0.01%+22113F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC3,285$513K<0.01%-14713F-HRTimeline
M&T Bank Corpin group M&T Bank Corp3,277$511K<0.01%-34013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL3,162$493K<0.01%+1,09913F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.3,142$490K0.08%-4,13613F-HRTimeline
Larson Financial Group LLC3,050$476K0.01%+2,68213F-HRTimeline
New Age Alpha Advisors, LLC3,034$473K0.02%-10,53013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT3,000$468K0.01%013F-HRTimeline
MAI Capital Management2,974$464K<0.01%+2,20913F-HRTimeline
Chicago Partners Investment Group LLC2,768$464K0.01%+31913F-HRTimeline
NewEdge Advisors, LLC2,907$454K<0.01%+1,41613F-HRTimeline
HRT FINANCIAL LP2,876$448K<0.01%-40,63213F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding2,448$447K-3,503Timeline
LSV ASSET MANAGEMENT2,800$437K<0.01%013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.2,788$435K<0.01%+1,34813F-HRTimelineGroup
Apeiron RIA LLC11,767$433K0.11%new13F-HRTimeline
AdvisorShares Investments LLC2,720$424K0.05%013F-HRTimeline
OCCUDO QUANTITATIVE STRATEGIES LP2,717$424K0.02%-83413F-HRTimeline
Intrua Financial, LLC2,700$421K0.04%new13F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS2,680$418K<0.01%-66913F-HRTimeline
XPONANCE LLC2,653$414K<0.01%-1,56913F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…2,603$406K<0.01%-19913F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…2,604$406K<0.01%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC2,582$403K0.01%+65513F-HRTimeline
Sequoia Financial Advisors, LLC2,575$402K<0.01%+70313F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…2,566$400K<0.01%+4713F-HRTimelineGroup
HB Wealth Management, LLC2,562$400K<0.01%+79613F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\2,554$398K<0.01%+21913F-HRTimelineGroup
Atria Investments, Inc2,519$393K<0.01%+38013F-HRTimeline
Bull Harbor Capital LLC2,506$391K0.08%new13F-HRTimeline
Pacer Advisors, Inc.2,482$387K<0.01%-29813F-HRTimeline
iA Global Asset Management Inc.2,480$387K<0.01%new13F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.2,392$373K<0.01%-50913F-HRTimelineGroup
YHB Investment Advisors, Inc.2,370$370K0.02%-13513F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC2,345$366K0.05%+50513F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC2,337$364K<0.01%-7,81213F-HRTimelineGroup
Baker Avenue Asset Management, LP2,329$363K0.01%+87713F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2,307$360K<0.01%-1,91313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,299$359K0.01%+1,31013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…2,227$347K<0.01%+28513F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV2,138$334K0.04%-5913F-HRTimeline
Aaron Wealth Advisors LLC2,102$328K0.02%-1,22113F-HRTimeline
Oak Thistle LLC2,099$327K0.03%-11,26713F-HRTimeline
Fieldview Capital Management, LLC2,090$326K0.09%new13F-HRTimeline
Janney Montgomery Scott LLC2,045$319K<0.01%-19113F-HRTimeline
Krilogy Financial LLC2,013$314K0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,989$310K<0.01%-26313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,966$307K<0.01%-35413F-HRTimeline
HUB Investment Partners, LLC1,870$292K0.01%new13F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)1,829$285K0.08%+513F-HRTimeline
PEAK6 LLCin group PEAK6 LLC1,814$283K0.01%new13F-HRTimelineGroup
SECURIAN ASSET MANAGEMENT, INC1,627$281K0.01%-10513F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS1,783$278K0.01%-28113F-HRTimeline
Amundiin group Amundi1,767$276K<0.01%-813F-HRTimelineGroup
Bridgefront Capital, LLC1,700$265K0.07%new13F-HRTimeline
Pallas Capital Advisors LLC1,663$259K0.01%new13F-HRTimeline
Caerus Investment Advisors, LLC1,658$259K0.09%new13F-HRTimeline
Verdence Capital Advisors LLC1,624$253K0.01%-5913F-HRTimeline
Machina Capital S.A.S.1,602$250K0.04%new13F-HRTimeline
HM PAYSON & CO1,600$250K<0.01%+90013F-HRTimeline
Empirical Financial Services, LLC d.b.a…1,586$247K<0.01%+32913F-HRTimeline
Catalyst Funds Management Pty Ltd1,550$242K0.01%new13F-HRTimeline
NorthCrest Asset Manangement, LLC1,441$239K0.01%new13F-HRTimeline
Allworth Financial LP1,505$235K<0.01%+98913F-HRTimeline
VestGen Advisors, LLC1,492$233K0.01%new13F-HRTimeline
Crestwood Advisors Group, LLC1,481$231K<0.01%new13F-HRTimeline
WADDELL & ASSOCIATES, LLC1,470$229K0.01%new13F-HRTimeline
J.W. COLE ADVISORS, INC.1,465$229K<0.01%new13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…1,450$226K<0.01%new13F-HRTimelineGroup
Claret Asset Management Corp1,448$226K0.02%new13F-HRTimeline
Essential Partners LLC1,331$208K0.1%+70413F-HRTimeline
DNB Asset Management ASin group DNB Asset Management AS1,327$207K<0.01%013F-HRTimelineGroup
111 Capital1,295$202K0.03%new13F-HRTimeline
Nykredit A/Sin group Nykredit A/S1,206$188K<0.01%13F-HR/ATimelineGroup
State of Wyoming1,199$187K0.02%+57113F-HRTimeline
1620 INVESTMENT ADVISORS, INC.1,190$186K0.11%new13F-HRTimeline
Parallel Advisors, LLC1,101$172K<0.01%-19113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,079$168K0.01%+46313F-HRTimelineGroup
Ensign Peak Advisors, Inc1,075$168K<0.01%-3,97213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,065$166K<0.01%-1,32913F-HRTimelineGroup
Versant Capital Management, Inc970$151K0.01%-51813F-HRTimeline
Twin Tree Management, LP913$142K0.02%new13F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP819$128K0.01%-1513F-HRTimelineGroup
GLOBEFLEX CAPITAL L P780$122K0.02%013F-HRTimeline
SIMPLEX TRADING, LLC739$115K<0.01%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC705$110K<0.01%+9513F-HR/ATimeline
Horizon Investments, LLC707$110K<0.01%+9313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…692$108K<0.01%-31513F-HRTimelineGroup
KBC Group NVin group KBC Group NV659$103K<0.01%013F-HRTimelineGroup
Basecamp Wealth Advisors LLC616$96.1K0.02%-313F-HRTimeline
SIGNATUREFD, LLC587$91.6K<0.01%-74113F-HRTimeline
Sterling Capital Management LLC555$86.6K<0.01%+22113F-HRTimeline
Bayforest Capital Ltd499$77.9K0.07%new13F-HRTimeline
Farther Finance Advisors, LLC454$70.8K<0.01%+13313F-HRTimeline
TD Waterhouse Canada Inc.435$70.4K<0.01%-36513F-HRTimeline
Eurizon Capital SGR S.p.A.448$69.9K<0.01%013F-HRTimeline
GAMMA Investing LLC420$65.5K<0.01%-12813F-HRTimeline
STRS OHIO410$64K<0.01%-10113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…390$60.9K<0.01%-37813F-HRTimelineGroup
Aster Capital Management (DIFC) Ltd380$59.3K0.01%+5813F-HR/ATimeline
UMB Bank, n.a.342$53.4K<0.01%-16713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BOKF, NAin group BOKF, NA325$50.7K<0.01%-1113F-HRTimelineGroup
IFP Advisors, Inc315$49.1K<0.01%+9813F-HRTimeline
Global Retirement Partners, LLC312$48.7K<0.01%13F-HRTimeline
True Wealth Design, LLC312$48.7K0.01%+21513F-HRTimeline
NISA INVESTMENT ADVISORS, LLC304$47.4K<0.01%+28613F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…285$44.4K<0.01%+7413F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp200$31.2K<0.01%013F-HRTimelineGroup
Employees Retirement System of Texas184$29K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…178$27.8K<0.01%-19613F-HRTimeline
AMERICAN NATIONAL BANK & TRUST170$26.5K<0.01%013F-HRTimeline
WPG Advisers, LLC159$24.8K0.01%-2213F-HRTimeline
Grove Bank & Trust158$24.7K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.155$24.2K<0.01%+13013F-HRTimeline
Cassaday & Co Wealth Management LLC155$24.2K<0.01%013F-HRTimeline
Covestor Ltd156$24K0.01%-4213F-HRTimeline
MassMutual Private Wealth & Trust, FSB141$22K<0.01%-6113F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…137$21.4K<0.01%-813F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC128$20K0.01%-2313F-HRTimeline
Centerpoint Advisors, LLC109$17K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust107$16.7K<0.01%+1413F-HRTimeline
Allied Private Wealth LLC100$16.5K0.01%13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK102$15.9K<0.01%+4913F-HRTimelineGroup
Blue Trust, Inc.99$15.4K<0.01%-14013F-HRTimeline
Salomon & Ludwin, LLC94$15.2K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC92$14.4K<0.01%+5913F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.89$13.9K<0.01%+8813F-HR/ATimeline
Hughes Financial Services, LLC85$13.3K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA84$13.1K<0.01%013F-HRTimeline
Bradley & Co. Private Wealth Management…83$12.9K0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC77$12.1K<0.01%013F-HRTimeline
CENTRAL TRUST Co75$11.7K<0.01%013F-HRTimeline
Institute for Wealth Management, LLC.73$11.4K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.70$10.9K<0.01%-4713F-HRTimeline
Fortitude Family Office, LLC65$10.1K<0.01%+6113F-HRTimeline
North Star Investment Management Corp.62$9.67K<0.01%-33313F-HRTimeline
Quarry LP62$9.67K<0.01%-53313F-HRTimeline
Quent Capital, LLC61$9.52K<0.01%+313F-HRTimeline
Clearstead Advisors, LLC60$9.36K<0.01%+5213F-HRTimeline
Bell Investment Advisors, Inc57$8.89K<0.01%-813F-HRTimeline
Smartleaf Asset Management LLC53$8.26K<0.01%013F-HRTimeline
Activest Wealth Management52$8.11K<0.01%+4613F-HRTimeline
Cornerstone Planning Group LLC48$8.02K<0.01%+3113F-HRTimeline
Buck Wealth Strategies, LLC45$7.02K<0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC43$7K<0.01%-413F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC34$6.63K<0.01%13F-HRTimeline
Caitong International Asset Management …41$6.4K<0.01%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…34$5.3K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV33$5.15K<0.01%-513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC31$4.84K<0.01%+813F-HRTimeline
Frazier Financial Advisors, LLC31$4.84K<0.01%013F-HRTimeline
CVA Family Office, LLC28$4.37K<0.01%-22913F-HRTimeline
High Note Wealth, LLC25$3.9K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp25$3.87K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…22$3.43K<0.01%013F-HRTimelineGroup
Manchester Capital Management LLC19$2.96K<0.01%-2213F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…19$2.96K<0.01%013F-HRTimeline
Fulcrum Asset Management LLP19$2.96K<0.01%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC16$2.71K<0.01%013F-HRTimeline
Atlantic Private Wealth, LLC16$2.5K<0.01%013F-HRTimeline
GROUP ONE TRADING LLC15$2.34K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC12$1.87K<0.01%013F-HRTimeline
Planning Strategies Inc.12$1.87K<0.01%13F-HRTimeline
CoreCap Advisors, LLC10$1.56K<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…10$1.56K<0.01%-413F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC8$1.25K<0.01%new13F-HRTimeline
Dogwood Wealth Management LLC8$1.25K<0.01%-2013F-HRTimeline
Kilter Group LLC7$1.09K<0.01%013F-HRTimeline
SHP Wealth Management6$936<0.01%+413F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC5$855<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC5$781<0.01%013F-HRTimeline
Burk Holdings LLC5$780<0.01%013F-HRTimeline
Cornerstone Financial Management LLC5$780<0.01%013F-HR/ATimeline
Quaker Wealth Management, LLC4$625<0.01%013F-HRTimeline
Private Wealth Management Group, LLC4$625<0.01%-213F-HRTimeline
HFM Investment Advisors, LLC4$625<0.01%new13F-HRTimeline
Rossby Financial, LCC4$624<0.01%+213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3$486<0.01%-713F-HRTimeline
MV CAPITAL MANAGEMENT, INC.3$469<0.01%-413F-HR/ATimeline
Breakwater Investment Management3$469<0.01%013F-HRTimeline
Creative Capital Management Investments…3$468<0.01%new13F-HRTimeline
Whipplewood Advisors, LLC3$468<0.01%-1513F-HRTimeline
Torren Management, LLC3$468<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS3$468<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.2$313<0.01%013F-HRTimeline
JPL Wealth Management, LLC2$313<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.2$312<0.01%013F-HRTimeline
Cromwell Holdings LLC2$312<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC2$312<0.01%-513F-HRTimeline