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Disclosery

MORN MORNINGSTAR INC

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Stock (common), issuer CIK 1289419

440 managers (452 13F filers) reported a position in MORN shares at 2024-12-31, 25,742,591 shares in all. 50 filers opened a position and 28 filers sold out during the quarter.

Managers
440
13F filers
452
New
50
Added
157
Reduced
145
Sold out
28
Shares held by filers
25,742,591

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Accretive Wealth Partners, LLC3,411$1.15M0.49%-1413F-HRTimeline
SIMON QUICK ADVISORS, LLC3,340$1.12M0.07%-2213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,326$1.12M<0.01%+1,16413F-HR/ATimelineGroup
Atria Investments, Inc3,254$1.1M0.01%-27513F-HRTimeline
Gibbs Wealth Management3,062$1.03M0.28%+56213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,031$1.02M0.01%+10213F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT3,021$1.02M0.02%013F-HRTimeline
Bryce Point Capital, LLC3,001$1.01M0.29%13F-HRTimeline
Legacy Advisors, LLC2,947$992K0.1%+3713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.2,905$978K0.01%-11913F-HRTimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd2,849$959K0.11%-9813F-HRTimeline
Advisory Services Network, LLC2,833$954K0.02%-43213F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC2,798$942K0.02%-7,60413F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…2,787$939K<0.01%013F-HRTimeline
MACKENZIE FINANCIAL CORP2,716$915K<0.01%new13F-HR/ATimeline
Creative Planningin group Creative Planning2,690$906K<0.01%-2313F-HRTimelineGroup
Aquatic Capital Management LLC2,679$902K0.02%-80113F-HRTimeline
&PARTNERS2,667$901K0.01%+1,41913F-HRTimeline
Covey Capital Advisors, LLC2,607$878K1%-22813F-HRTimeline
Gotham Asset Management, LLC2,595$874K0.01%-3,99713F-HRTimeline
Ethic Inc.2,578$868K0.02%+25313F-HRTimeline
Precision Wealth Strategies, LLC2,564$863K0.67%+6513F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK2,562$863K0.03%-63413F-HRTimelineGroup
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P2,483$836K<0.01%new13F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.2,481$836K<0.01%new13F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC2,453$826K0.02%+6013F-HRTimeline
HRT FINANCIAL LP2,435$820K<0.01%new13F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC2,286$770K0.02%-3,80813F-HRTimelineGroup
SEEDS INVESTOR LLC2,262$762K0.22%-813F-HRTimeline
Entropy Technologies, LP2,257$760K0.08%-1,60013F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV2,254$759K0.12%013F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.2,237$755K0.01%-13113F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.2,214$746K<0.01%-7913F-HRTimelineGroup
OMERS ADMINISTRATION Corp2,200$741K0.01%new13F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC2,128$717K0.01%013F-HRTimeline
OCCUDO QUANTITATIVE STRATEGIES LP2,111$711K0.13%new13F-HRTimeline
Engineers Gate Manager LP2,109$710K0.01%-67213F-HRTimeline
Illinois Municipal Retirement Fund2,085$702K0.01%new13F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC2,080$700K0.02%013F-HRTimeline
Cetera Investment Advisers2,077$699K<0.01%+15413F-HRTimeline
Procyon Advisors, LLC1,951$657K0.04%-1613F-HRTimeline
Verition Fund Management LLC1,946$655K<0.01%+53013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,915$645K<0.01%+57913F-HRTimelineGroup
EQUITABLE TRUST CO1,871$630K0.04%013F-HRTimeline
Dynamic Technology Lab Private Ltd1,860$626K0.1%+1,18513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,821$613K<0.01%+39313F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)1,807$609K0.27%+213F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,798$605K<0.01%+4213F-HR/ATimelineGroup
Graham Capital Management, L.P.1,774$597K0.02%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC1,705$574K<0.01%+16513F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,700$573K0.01%+13813F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC1,695$571K<0.01%+48713F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC1,690$569K<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,643$553K<0.01%+19113F-HR/ATimeline
Crossmark Global Holdings, Inc.1,629$549K0.01%-62913F-HRTimeline
Catalyst Funds Management Pty Ltd1,625$547K0.14%new13F-HRTimeline
Welch & Forbes LLC1,609$542K0.01%-12513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,577$531K0.01%+86713F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,559$525K0.01%+3513F-HRTimelineGroup
Naviter Wealth, LLC1,540$519K0.06%new13F-HRTimeline
Maryland State Retirement & Pension Sys…1,525$514K0.01%013F-HRTimeline
Dundas Partners LLP1,522$513K0.04%+62313F-HRTimeline
Dempze Nancy E1,494$503K0.29%-1,00013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,483$499K<0.01%013F-HRTimelineGroup
CONNABLE OFFICE INC1,470$495K0.05%013F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC1,468$494K0.02%+55413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,464$493K0.01%+42913F-HRTimelineGroup
Cresset Asset Management, LLC1,453$489K<0.01%-87713F-HRTimeline
Cadent Capital Advisors, LLC1,396$470K0.16%013F-HRTimeline
Smith Group Asset Management, LLC1,390$468K0.03%new13F-HRTimeline
DEARBORN PARTNERS LLC1,330$448K0.02%+27213F-HRTimeline
CIBC Asset Management Inc1,327$447K<0.01%+6813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,311$441K<0.01%-1,72213F-HRTimelineGroup
ProShare Advisors LLC1,263$425K<0.01%+8713F-HRTimeline
Alberta Investment Management Corp1,256$423K<0.01%new13F-HRTimeline
Ballentine Partners, LLC1,248$420K0.01%+1313F-HRTimeline
Parallel Advisors, LLC1,237$417K0.01%-3813F-HRTimeline
Sanctuary Advisors, LLC1,254$414K<0.01%-3413F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd1,220$411K0.01%new13F-HRTimelineGroup
RFG - Bristol Wealth Advisors, LLC1,201$405K0.13%13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding1,189$400K-64Timeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC1,178$397K0.01%+3513F-HRTimelineGroup
Capital Investment Counsel, Inc1,150$387K0.06%013F-HRTimeline
CWM, LLCin group CWM, LLC1,138$383K<0.01%+1713F-HRTimelineGroup
COTTONWOOD CAPITAL ADVISORS, LLC1,135$382K0.27%+12713F-HRTimeline
KBC Group NVin group KBC Group NV1,125$379K<0.01%+43613F-HRTimelineGroup
PANAGORA ASSET MANAGEMENT INC1,118$376K<0.01%+413F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co1,080$364K<0.01%-11213F-HRTimelineGroup
Mechanics Bank Trust Department1,052$354K0.05%+513F-HRTimeline
SHELTON CAPITAL MANAGEMENT1,038$350K0.01%013F-HRTimeline
Wallace Advisory Group, LLC1,061$339K0.23%-8313F-HRTimeline
Petrus Trust Company, LTA997$336K0.03%+29413F-HRTimeline
AlphaQuest LLC979$330K0.04%-11,76413F-HRTimeline
Leonteq Securities AG956$322K0.03%+11213F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC925$312K0.03%013F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.890$300K<0.01%+5813F-HRTimeline
Kenora Financial, LLC888$299K0.12%-11213F-HRTimeline
SHELL ASSET MANAGEMENT CO837$282K0.01%-213F-HRTimeline
Machina Capital S.A.S.817$275K0.12%-22513F-HRTimeline
Stonegate Investment Group, LLC788$265K0.01%+2413F-HRTimeline
Cannell & Spears LLC782$263K0.01%-813F-HRTimeline
Callan Family Office, LLC782$263K0.02%new13F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp775$261K0.01%+1013F-HRTimelineGroup
GENESIS PRIVATE WEALTH, LLC770$259K0.14%13F-HRTimeline
HBK Sorce Advisory LLC769$259K0.01%-3413F-HRTimeline
TWO SIGMA SECURITIES, LLC765$258K0.05%new13F-HRTimeline
BANK OF STOCKTON760$256K0.08%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd760$256K0.02%-1,53913F-HRTimelineGroup
Compound Planning, Inc.729$245K0.01%new13F-HRTimeline
Bayforest Capital Ltd715$241K0.3%13F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC700$236K0.02%new13F-HRTimeline
Amundiin group Amundi728$235K<0.01%-192,04813F-HRTimelineGroup
BAKER TILLY WEALTH MANAGEMENT, LLC696$234K0.09%-113F-HRTimeline
Claret Asset Management Corp693$233K0.04%+513F-HRTimeline
Glenview Trust Co674$227K<0.01%new13F-HRTimeline
GK Wealth Management LLC673$227K0.29%13F-HRTimeline
PROFUND ADVISORS LLC670$226K0.01%-10913F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co664$224K0.01%013F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP662$223K<0.01%new13F-HR/ATimelineGroup
NorthCoast Asset Management LLC654$220K<0.01%new13F-HR/ATimeline
Point72 Hong Kong Ltd647$218K0.01%+46613F-HRTimeline
Fonville Wealth Management LLC646$218K0.07%-3013F-HRTimeline
SG Americas Securities, LLC639$215K<0.01%-1,39513F-HRTimeline
Cyndeo Wealth Partners, LLC636$214K0.01%013F-HRTimeline
Longboard Asset Management, LP635$214K0.57%13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC634$214K0.01%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC630$212K0.01%-613F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…625$210K<0.01%-8313F-HRTimelineGroup
Rafferty Asset Management, LLC617$208K<0.01%new13F-HRTimeline
WILLNER & HELLER, LLC616$207K0.18%new13F-HRTimeline
Corton Capital Inc.612$206K0.12%new13F-HRTimeline
Schechter Investment Advisors, LLC612$206K0.02%-1713F-HRTimeline
ROBERTS GLORE & CO INC /IL/610$205K0.06%new13F-HRTimeline
HM PAYSON & CO600$202K<0.01%013F-HRTimeline
Running Point Capital Advisors, LLC600$202K0.07%new13F-HRTimeline
Quarry LP542$183K0.04%+49013F-HRTimeline
North Star Investment Management Corp.517$174K0.01%-6013F-HRTimeline
UMB Bank, n.a.467$157K<0.01%+5413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GAMMA Investing LLC467$157K0.01%+15413F-HRTimeline
Sterling Capital Management LLC431$145K<0.01%-5413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO423$142K<0.01%013F-HRTimelineGroup
Covestor Ltd416$140K0.09%+5313F-HRTimeline
Farther Finance Advisors, LLC407$137K<0.01%+22513F-HRTimeline
SIGNATUREFD, LLC389$131K<0.01%-713F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.375$126K<0.01%013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB361$122K<0.01%new13F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.331$111K0.01%013F-HRTimelineGroup
BOKF, NAin group BOKF, NA345$109K<0.01%013F-HRTimelineGroup
Versant Capital Management, Inc285$96K0.02%+3913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC283$95.3K0.01%013F-HRTimeline
Mizuho Bank, Ltd.in group MIZUHO FINANCIAL GROUP INC280$94.3K0.03%new13F-HRTimelineGroup
WHITTIER TRUST CO271$91.3K<0.01%+10613F-HRTimeline
WPG Advisers, LLC245$82.5K0.08%13F-HRTimeline
CVA Family Office, LLC230$77.5K0.01%013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …218$73K<0.01%-51713F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.215$70.7K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…192$64.7K<0.01%+2613F-HRTimeline
NISA INVESTMENT ADVISORS, LLC184$62K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.171$57.8K<0.01%013F-HRTimeline
Headlands Technologies LLC170$57.2K0.01%-1,41013F-HRTimeline
Aster Capital Management (DIFC) Ltd163$54.9K0.02%-9313F-HRTimeline
Longview Financial Advisors LLC155$52.2K0.04%13F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…144$48.6K<0.01%-2913F-HRTimelineGroup
Quent Capital, LLC141$47.5K<0.01%013F-HRTimeline
V-Square Quantitative Management LLC139$46.8K0.01%+4613F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…125$41.3K<0.01%+1413F-HRTimeline
Venturi Wealth Management, LLC122$41.1K<0.01%+113F-HRTimeline
R Squared Ltd120$40.4K0.04%13F-HRTimeline
Point72 (DIFC) Ltd119$40K<0.01%new13F-HRTimeline
MAI Capital Management111$37.4K<0.01%new13F-HRTimeline
Allworth Financial LP110$36.3K<0.01%+413F-HRTimeline
PRIVATE TRUST CO NA84$28.3K<0.01%013F-HRTimeline
Bradley & Co. Private Wealth Management…83$28K0.02%13F-HRTimeline
Bell Investment Advisors, Inc79$26.6K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC78$26.3K<0.01%+5013F-HRTimeline
NewEdge Advisors, LLC77$26.1K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC76$25.7K0.01%013F-HRTimeline
Rise Advisors, LLC76$25.7K0.01%013F-HRTimeline
CENTRAL TRUST Co75$25.3K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV73$24.6K<0.01%-1013F-HRTimeline
Lindbrook Capital, LLC73$24.6K<0.01%-613F-HRTimeline
Clearstead Advisors, LLC72$24.2K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC70$24K<0.01%013F-HRTimeline
Blue Trust, Inc.65$21.9K<0.01%-18513F-HR/ATimeline
WHITTIER TRUST CO OF NEVADA INC64$21.6K<0.01%+5913F-HRTimeline
Centerpoint Advisors, LLC62$21K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP61$20.5K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.55$18.5K<0.01%+213F-HRTimeline
GeoWealth Management, LLC46$15.5K<0.01%+213F-HRTimeline
TUCKER ASSET MANAGEMENT LLC44$14.8K<0.01%-1313F-HRTimeline
WOLFF WIESE MAGANA LLC38$12.8K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC31$10.5K0.01%013F-HRTimeline
Brooklyn Investment Group30$10.1K<0.01%+513F-HRTimeline
IFP Advisors, Inc28$9.43K<0.01%+113F-HRTimeline
Global Retirement Partners, LLC26$8.76K<0.01%-113F-HRTimeline
JFS WEALTH ADVISORS, LLC25$8.42K<0.01%013F-HRTimeline
LGT Financial Advisors LLC23$7.75K0.02%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB22$7.41K<0.01%+313F-HRTimeline
WEBSTER BANK, N. A.22$7.41K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.21$7.07K<0.01%13F-HRTimeline