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Disclosery

MORN MORNINGSTAR INC

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Stock (common), issuer CIK 1289419

458 managers (466 13F filers) reported a position in MORN shares at 2025-03-31, 25,255,137 shares in all. 60 filers opened a position and 47 filers sold out during the quarter.

Managers
458
13F filers
466
New
60
Added
192
Reduced
133
Sold out
47
Shares held by filers
25,255,137

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…5,066$1.52M0.04%new13F-HRTimelineGroup
Portside Wealth Group, LLC4,998$1.5M0.24%-19713F-HR/ATimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,848$1.49M<0.01%+2913F-HRTimelineGroup
Bradyco, Inc.4,864$1.46M1.11%013F-HRTimeline
Alliance Wealth Advisors, LLC /UT4,819$1.45M0.38%+2613F-HRTimeline
OFI INVEST ASSET MANAGEMENT5,053$1.4M0.04%-64713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding4,733$1.34M+840Timeline
Utah Retirement Systems4,420$1.33M0.02%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,317$1.29M<0.01%+3313F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC4,202$1.26M0.01%-1113F-HRTimeline
Martin Capital Advisors, LLP4,202$1.26M0.9%-25013F-HRTimeline
BLAIR WILLIAM & CO/IL4,146$1.24M<0.01%+113F-HRTimeline
Gotham Asset Management, LLC4,104$1.23M0.01%+1,50913F-HRTimeline
CONSOLIDATED PRESS INTERNATIONAL HOLDIN…4,100$1.23M0.22%013F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…4,076$1.22M<0.01%+21613F-HRTimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.4,043$1.2M0.01%+1,80613F-HRTimeline
Atom Investors LP3,960$1.19M0.15%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth3,838$1.15M<0.01%+3513F-HR/ATimelineGroup
Grandeur Peak Global Advisors, LLC3,815$1.14M0.13%-2,68413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…3,781$1.13M0.05%+7613F-HRTimelineGroup
Gibbs Wealth Management3,728$1.12M0.27%+66613F-HRTimeline
Accretive Wealth Partners, LLC3,794$1.11M0.39%+38313F-HRTimeline
Centiva Capital, LP3,623$1.09M0.06%new13F-HRTimeline
SIMON QUICK ADVISORS, LLC3,555$1.07M0.06%+21513F-HRTimeline
POLEN CAPITAL MANAGEMENT LLC3,534$1.06M<0.01%-37213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC3,483$1.04M<0.01%-16913F-HRTimelineGroup
MACKENZIE FINANCIAL CORP3,372$1.01M<0.01%+65613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,363$1.01M<0.01%+3713F-HRTimelineGroup
Campbell & CO Investment Adviser LLC3,325$997K0.08%new13F-HRTimeline
Janney Montgomery Scott LLC3,282$984K<0.01%-16413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding3,195$958K-11,546Timeline
Point72 (DIFC) Ltd3,064$919K0.09%+2,94513F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT3,021$906K0.02%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.2,959$887K0.01%+5413F-HRTimeline
Atria Investments, Inc2,957$887K0.01%-29713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,951$885K0.01%-8013F-HRTimeline
&PARTNERS2,952$874K0.01%+28513F-HRTimeline
Legacy Advisors, LLC2,905$871K0.09%-4213F-HRTimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd2,849$854K0.1%013F-HRTimeline
Precision Wealth Strategies, LLC2,792$837K0.64%+22813F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…2,787$836K<0.01%013F-HRTimeline
Entropy Technologies, LP2,757$827K0.08%+50013F-HRTimeline
HB Wealth Management, LLC2,733$820K0.01%new13F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …2,679$803K<0.01%new13F-HRTimelineGroup
FOX RUN MANAGEMENT, L.L.C.2,677$803K0.12%-2,13413F-HRTimeline
GSA CAPITAL PARTNERS LLP2,669$800K0.07%new13F-HRTimeline
Covey Capital Advisors, LLC2,604$781K0.9%-313F-HRTimeline
Creative Planningin group Creative Planning2,570$771K<0.01%-12013F-HRTimelineGroup
Ethic Inc.2,481$748K0.02%-9713F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P2,482$744K<0.01%-113F-HRTimelineGroup
Advisory Services Network, LLC2,468$740K0.01%-36513F-HRTimeline
SG Americas Securities, LLC2,458$737K<0.01%+1,81913F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV2,407$722K0.11%+15313F-HRTimeline
TWINBEECH CAPITAL LP2,381$714K0.01%new13F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…2,377$713K<0.01%new13F-HRTimelineGroup
Bryce Point Capital, LLC2,365$712K0.54%-63613F-HRTimeline
Dynamic Technology Lab Private Ltd2,360$708K0.1%+50013F-HRTimeline
R Squared Ltd2,240$672K0.72%+2,12013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cetera Investment Advisers2,206$662K<0.01%+12913F-HRTimeline
Integrated Wealth Concepts LLC2,163$649K0.01%new13F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC2,128$638K0.01%013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.2,115$634K<0.01%-9913F-HRTimelineGroup
J.W. COLE ADVISORS, INC.2,109$633K0.02%new13F-HRTimeline
Illinois Municipal Retirement Fund2,085$625K0.01%013F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC2,080$624K0.02%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC2,012$603K<0.01%+19113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC2,009$603K0.01%+30913F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,923$577K<0.01%+12513F-HRTimelineGroup
Jain Global LLC1,916$575K0.01%new13F-HRTimeline
EQUITABLE TRUST CO1,871$561K0.03%013F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)1,810$543K0.24%+313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,802$540K<0.01%+15913F-HRTimeline
Procyon Advisors, LLC1,801$540K0.03%-15013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,791$537K<0.01%-12413F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.1,783$535K0.01%new13F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd1,748$524K0.04%new13F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…1,765$523K0.02%new13F-HRTimelineGroup
AE Wealth Management LLC1,720$516K<0.01%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,629$489K0.01%+16513F-HRTimelineGroup
SEEDS INVESTOR LLC1,620$486K0.14%-64213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,559$468K0.01%013F-HRTimelineGroup
Cresset Asset Management, LLC1,546$464K<0.01%+9313F-HRTimeline
DEARBORN PARTNERS LLC1,546$464K0.02%+21613F-HRTimeline
Petrus Trust Company, LTA1,542$462K0.04%+54513F-HRTimeline
Mariner, LLCin group Mariner, LLC1,540$462K<0.01%-16513F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources1,529$459K<0.01%+4613F-HRTimelineGroup
Dundas Partners LLP1,522$456K0.03%013F-HRTimeline
Naviter Wealth, LLC1,540$456K0.06%013F-HRTimeline
AdvisorShares Investments LLC1,510$455K0.09%new13F-HRTimeline
Welch & Forbes LLC1,509$453K0.01%-10013F-HRTimeline
Dempze Nancy E1,494$448K0.27%013F-HRTimeline
Cadent Capital Advisors, LLC1,489$447K0.17%+9313F-HRTimeline
CONNABLE OFFICE INC1,470$441K0.05%013F-HRTimeline
Smith Group Asset Management, LLC1,450$435K0.03%+6013F-HRTimeline
CIBC Asset Management Inc1,355$406K<0.01%+2813F-HRTimeline
Machina Capital S.A.S.1,301$390K0.12%+48413F-HRTimeline
Andina Capital Management, LLC1,295$388K0.28%new13F-HRTimeline
Ballentine Partners, LLC1,290$387K0.01%+4213F-HRTimeline
Pacer Advisors, Inc.1,260$378K<0.01%-3,69113F-HRTimeline
Alberta Investment Management Corp1,256$377K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,249$375K<0.01%+11113F-HRTimelineGroup
Maryland State Retirement & Pension Sys…1,247$374K0.01%-27813F-HRTimeline
VOLORIDGE INVESTMENT MANAGEMENT, LLC1,241$372K<0.01%new13F-HRTimeline
Crossmark Global Holdings, Inc.1,215$364K0.01%-41413F-HRTimeline
Wallace Advisory Group, LLC1,080$364K0.25%+1913F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC1,205$361K<0.01%-49013F-HRTimelineGroup
Oak Thistle LLC1,202$360K0.07%-3,07413F-HRTimeline
Parallel Advisors, LLC1,181$354K0.01%-5613F-HRTimeline
Sanctuary Advisors, LLC1,178$353K<0.01%-7613F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding1,173$352K-16Timeline
Institute for Wealth Management, LLC.1,171$351K0.05%new13F-HRTimeline
111 Capital1,158$347K0.07%new13F-HRTimeline
ProShare Advisors LLC1,151$345K<0.01%-11213F-HRTimeline
Capital Investment Counsel, Inc1,150$345K0.05%013F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC1,135$340K0.25%013F-HRTimeline
Leonteq Securities AG1,113$334K0.03%+15713F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co1,084$325K<0.01%+413F-HRTimelineGroup
KBC Group NVin group KBC Group NV1,064$319K<0.01%-6113F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.1,049$315K<0.01%+15913F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,039$312K0.01%+40913F-HRTimeline
SHELTON CAPITAL MANAGEMENT970$291K0.01%-6813F-HRTimeline
denkapparat Operations GmbH966$290K0.31%new13F-HRTimeline
Mechanics Bank Trust Department955$286K0.04%-9713F-HRTimeline
Caprock Group, LLC947$284K0.01%new13F-HRTimeline
AXQ CAPITAL, LP929$279K0.11%new13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC926$278K0.02%+113F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…923$277K0.02%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…906$272K0.01%-67113F-HRTimelineGroup
Callan Family Office, LLC864$259K0.02%+8213F-HRTimeline
Bayforest Capital Ltd855$256K0.11%+14013F-HR/ATimeline
Wilmington Savings Fund Society, FSB835$250K<0.01%+47413F-HRTimeline
Hennion & Walsh Asset Management, Inc.821$246K0.01%new13F-HRTimeline
Versant Capital Management, Inc811$243K0.04%+52613F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…810$243K<0.01%+18513F-HRTimelineGroup
SHELL ASSET MANAGEMENT CO803$241K0.01%-3413F-HRTimeline
GENESIS PRIVATE WEALTH, LLC788$236K0.13%+1813F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp782$234K0.01%+713F-HRTimelineGroup
Compound Planning, Inc.777$233K0.01%+4813F-HRTimeline
HBK Sorce Advisory LLC765$229K0.01%-413F-HRTimeline
Aspen Grove Capital, LLC762$229K0.04%new13F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC700$210K0.01%013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC698$209K0.08%+213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV698$208K<0.01%new13F-HRTimeline
Claret Asset Management Corp693$208K0.03%013F-HRTimeline
Amundiin group Amundi713$207K<0.01%-1513F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP689$207K<0.01%+2713F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC689$207K<0.01%-48913F-HRTimelineGroup
Glenview Trust Co683$205K<0.01%+913F-HR/ATimeline
GK Wealth Management LLC678$203K0.25%+513F-HR/ATimeline
BANK OF STOCKTON674$202K0.06%-8613F-HRTimeline
Brown Miller Wealth Management, LLC669$200K0.07%new13F-HRTimeline
HM PAYSON & CO600$180K<0.01%013F-HRTimeline
Point72 Asia (Singapore) Pte. Ltd.556$167K0.04%new13F-HRTimeline
North Star Investment Management Corp.517$155K0.01%013F-HRTimeline
UMB Bank, n.a.516$155K<0.01%+4913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Covestor Ltd486$146K0.1%+7013F-HRTimeline
GAMMA Investing LLC481$144K0.01%+1413F-HR/ATimeline
Geneos Wealth Management Inc.478$143K<0.01%+42313F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.412$124K0.01%+19713F-HRTimelineGroup
Farther Finance Advisors, LLC408$123K<0.01%+113F-HRTimeline
Caitong International Asset Management …389$117K0.09%+38713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC375$112K<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.375$112K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC358$107K<0.01%-3113F-HRTimeline
WHITTIER TRUST CO355$106K<0.01%+8413F-HRTimeline
BOKF, NAin group BOKF, NA345$103K<0.01%013F-HRTimelineGroup
Quarry LP321$96.3K0.02%-22113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…318$95.4K0.02%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO287$86.1K<0.01%-13613F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC283$84.9K0.01%013F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.255$76.5K0.01%-7613F-HRTimelineGroup
WPG Advisers, LLC243$72.9K0.07%-213F-HRTimeline
CVA Family Office, LLC230$69K0.01%013F-HRTimeline
Lindbrook Capital, LLC223$66.9K0.01%+15013F-HRTimeline
Steward Partners Investment Advisory, L…194$58.2K<0.01%+213F-HRTimeline
NISA INVESTMENT ADVISORS, LLC184$55.2K<0.01%013F-HRTimeline
Blue Trust, Inc.177$53.1K<0.01%+11213F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…178$52.7K<0.01%+3413F-HRTimelineGroup
First Horizon Advisors, Inc.171$51.5K<0.01%013F-HRTimeline
Larson Financial Group LLC155$46.5K<0.01%+15213F-HRTimeline
Longview Financial Advisors LLC155$46.5K0.03%013F-HRTimeline
MAI Capital Management153$45.9K<0.01%+4213F-HRTimeline
V-Square Quantitative Management LLC145$43.5K0.01%+613F-HRTimeline
Quent Capital, LLC141$42.3K<0.01%013F-HRTimeline
Allworth Financial LP117$32.7K<0.01%+713F-HRTimeline
Wayfinding Financial, LLC110$32K0.01%new13F-HRTimeline
Sterling Capital Management LLC89$26.7K<0.01%-34213F-HRTimeline
Clearstead Advisors, LLC85$25.5K<0.01%+1313F-HRTimeline
PRIVATE TRUST CO NA84$25.2K<0.01%013F-HRTimeline
Hughes Financial Services, LLC83$25K<0.01%new13F-HRTimeline
Bradley & Co. Private Wealth Management…83$24.9K0.02%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.81$24.3K<0.01%new13F-HRTimelineGroup
Bell Investment Advisors, Inc79$23.7K<0.01%013F-HRTimeline
NewEdge Advisors, LLC77$23.2K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC78$23.1K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC77$22.9K0.01%+113F-HRTimeline
CENTRAL TRUST Co75$22.5K<0.01%013F-HRTimeline
Brooklyn Investment Group74$22.2K<0.01%+4413F-HRTimeline
Capital Advisors, Ltd. LLC70$21K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC62$19K0.01%013F-HRTimeline