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Disclosery

MORN MORNINGSTAR INC

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Stock (common), issuer CIK 1289419

472 managers (482 13F filers) reported a position in MORN shares at 2025-06-30, 25,653,395 shares in all. 67 filers opened a position and 50 filers sold out during the quarter.

Managers
472
13F filers
482
New
67
Added
182
Reduced
159
Sold out
50
Shares held by filers
25,653,395

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
WINTON GROUP Ltdin group WINTON GROUP Ltd5,115$1.61M0.08%new13F-HRTimelineGroup
Grandeur Peak Global Advisors, LLC4,986$1.57M0.19%+1,17113F-HRTimeline
Portside Wealth Group, LLC4,890$1.54M0.23%-10813F-HRTimeline
DANSKE BANK A/S4,885$1.53M<0.01%-2,20813F-HRTimeline
Bradyco, Inc.4,864$1.53M1.14%013F-HR/ATimeline
IEQ CAPITAL, LLC4,858$1.53M0.01%new13F-HRTimeline
Headlands Technologies LLC4,851$1.52M0.18%-2,14813F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC4,705$1.48M0.08%new13F-HRTimelineGroup
Alliance Wealth Advisors, LLC /UT4,701$1.48M0.35%-11813F-HRTimeline
Entropy Technologies, LP4,655$1.46M0.12%+1,89813F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding5,637$1.46M+904Timeline
JOHNSON INVESTMENT COUNSEL INC4,533$1.42M0.01%+33113F-HRTimeline
Creative Planningin group Creative Planning4,506$1.41M<0.01%+1,93613F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC4,441$1.39M0.17%new13F-HRTimeline
XPONANCE LLC4,366$1.37M0.01%-1,17713F-HRTimeline
CONSOLIDATED PRESS INTERNATIONAL HOLDIN…4,300$1.35M0.22%+20013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth4,296$1.35M<0.01%+45813F-HRTimelineGroup
Keeler Thomas Management LLC4,285$1.35M0.58%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,270$1.34M<0.01%-1,15613F-HRTimelineGroup
CWM, LLCin group CWM, LLC4,262$1.34M<0.01%+3,01313F-HRTimelineGroup
Utah Retirement Systems4,228$1.33M0.01%-19213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,225$1.33M<0.01%-9213F-HRTimelineGroup
Martin Capital Advisors, LLP4,202$1.32M0.86%013F-HRTimeline
Freestone Grove Partners LP4,147$1.3M0.01%new13F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…4,049$1.27M<0.01%-2713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC4,038$1.27M<0.01%+2,49813F-HRTimelineGroup
Gibbs Wealth Management4,024$1.26M0.24%+29613F-HRTimeline
Empowered Funds, LLC4,011$1.26M0.01%new13F-HRTimeline
Sepio Capital, LP4,008$1.26M0.09%-1,85713F-HRTimeline
Index Fund Advisors, Inc.3,913$1.23M0.07%new13F-HRTimeline
Accretive Wealth Partners, LLC3,826$1.2M0.39%+3213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…3,798$1.19M0.04%+1713F-HRTimelineGroup
Centiva Capital, LP3,794$1.19M0.08%+17113F-HRTimeline
R Squared Ltd3,573$1.12M0.62%+1,33313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,524$1.11M0.01%+57313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC3,505$1.1M<0.01%+2213F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd3,490$1.1M0.05%-3,06813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,396$1.07M<0.01%+3313F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,425$1.07M<0.01%+1,62313F-HRTimeline
MACKENZIE FINANCIAL CORP3,372$1.06M<0.01%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.3,302$1.04M0.01%+34313F-HRTimeline
TOWNSQUARE CAPITAL LLC3,248$1.02M0.1%-37,53413F-HRTimeline
&PARTNERS3,109$976K0.01%+15713F-HRTimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd3,106$975K0.09%+25713F-HRTimeline
Aurora Investment Counsel3,090$970K0.51%new13F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT3,021$948K0.01%013F-HRTimeline
Integrated Wealth Concepts LLC3,015$947K0.01%+85213F-HRTimeline
Aigen Investment Management, LP3,014$946K0.13%new13F-HRTimeline
Callan Family Office, LLC3,005$943K0.03%+2,14113F-HRTimeline
Precision Wealth Strategies, LLC2,991$939K0.3%+19913F-HRTimeline
Atria Investments, Inc2,943$924K0.01%-1413F-HRTimeline
BLAIR WILLIAM & CO/IL2,896$909K<0.01%-1,25013F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.2,843$888K0.01%-1,20013F-HRTimeline
WORLDQUANT MILLENNIUM ADVISORS LLC2,819$885K<0.01%new13F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…2,787$875K<0.01%013F-HRTimeline
Point72 Asia (Singapore) Pte. Ltd.2,745$862K0.15%+2,18913F-HRTimeline
Ethic Inc.2,738$857K0.02%+25713F-HRTimeline
HB Wealth Management, LLC2,670$838K0.01%-6313F-HRTimeline
Covey Capital Advisors, LLC2,604$817K0.88%013F-HRTimeline
Janney Montgomery Scott LLC2,528$794K<0.01%-75413F-HRTimeline
SIMON QUICK ADVISORS, LLC2,512$789K0.04%-1,04313F-HR/ATimeline
111 Capital2,440$766K0.13%+1,28213F-HRTimeline
Petrus Trust Company, LTA2,410$757K0.08%+86813F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV2,392$751K0.1%-1513F-HRTimeline
Advisory Services Network, LLC2,625$726K0.01%+15713F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…2,252$707K0.01%new13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV2,238$702K<0.01%+1,54013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\2,211$694K<0.01%+28813F-HRTimelineGroup
Point72 Hong Kong Ltd2,200$691K0.05%-13,34313F-HRTimeline
Cetera Investment Advisers2,198$690K<0.01%-813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC2,197$690K0.01%+18813F-HRTimelineGroup
J.W. COLE ADVISORS, INC.2,110$663K0.01%+113F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC2,080$653K0.02%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC2,068$649K<0.01%+5613F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.2,048$643K<0.01%-6713F-HRTimelineGroup
Point72 (DIFC) Ltd1,937$608K0.05%-1,12713F-HRTimeline
Ballentine Partners, LLC1,866$586K0.01%+57613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,856$583K0.02%+95013F-HRTimelineGroup
Spectrum Asset Management, Inc. (NB/CA)1,812$569K0.25%+213F-HRTimeline
Procyon Advisors, LLC1,792$563K0.05%-913F-HRTimeline
DRW Securities, LLC1,791$562K0.04%new13F-HRTimeline
Quantbot Technologies LP1,758$552K0.01%-23,71513F-HRTimeline
AE Wealth Management LLC1,740$546K<0.01%+2013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,721$540K<0.01%+9213F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC1,718$539K0.02%+67913F-HRTimeline
Sanctuary Advisors, LLC1,621$509K<0.01%+44313F-HRTimeline
Scientech Research LLC1,543$484K0.12%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,541$484K<0.01%+1213F-HRTimelineGroup
Naviter Wealth, LLC1,540$483K0.06%013F-HRTimeline
Crossmark Global Holdings, Inc.1,510$474K0.01%+29513F-HRTimeline
Dempze Nancy E1,494$469K0.27%013F-HRTimeline
AdvisorShares Investments LLC1,491$468K0.08%-1913F-HRTimeline
Cadent Capital Advisors, LLC1,489$467K0.15%013F-HRTimeline
CONNABLE OFFICE INC1,470$461K0.05%013F-HRTimeline
Smith Group Asset Management, LLC1,450$455K0.03%013F-HRTimeline
Nebula Research & Development LLC1,448$455K0.04%-4,83413F-HRTimeline
ClearAlpha Technologies LP1,432$450K1.3%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,431$449K0.01%-12813F-HRTimelineGroup
SG Americas Securities, LLC1,428$448K<0.01%-1,03013F-HRTimeline
Andina Capital Management, LLC1,393$437K0.31%+9813F-HRTimeline
Welch & Forbes LLC1,374$431K0.01%-13513F-HRTimeline
CIBC Asset Management Inc1,355$425K<0.01%013F-HRTimeline
Merit Financial Group, LLC1,350$424K<0.01%new13F-HRTimeline
SYON CAPITAL LLC1,340$421K0.03%new13F-HRTimeline
Parallel Advisors, LLC1,327$417K0.01%+14613F-HRTimeline
FORA Capital, LLC1,264$397K0.04%new13F-HRTimeline
Maryland State Retirement & Pension Sys…1,247$391K0.01%013F-HRTimeline
Pacer Advisors, Inc.1,220$383K<0.01%-4013F-HRTimeline
BRIGHTON JONES LLC1,188$373K0.01%new13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.1,181$371K<0.01%+13213F-HRTimeline
ProShare Advisors LLC1,180$370K<0.01%+2913F-HRTimeline
Institute for Wealth Management, LLC.1,171$368K0.04%013F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC1,168$364K0.06%new13F-HRTimelineGroup
Capital Investment Counsel, Inc1,150$361K0.05%013F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC1,135$356K0.24%013F-HRTimeline
Aster Capital Management (DIFC) Ltd1,123$353K0.08%new13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding1,117$351K-56Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,113$349K<0.01%-67813F-HRTimelineGroup
denkapparat Operations GmbH1,106$347K0.28%+14013F-HRTimeline
Trexquant Investment LP1,087$341K<0.01%-14,79213F-HRTimeline
Wallace Advisory Group, LLC1,136$341K0.25%+5613F-HRTimeline
Graham Capital Management, L.P.1,082$340K0.01%-5,14113F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC1,055$331K<0.01%-15013F-HRTimelineGroup
Bridgefront Capital, LLC990$311K0.08%new13F-HRTimeline
SEEDS INVESTOR LLC972$305K0.07%-64813F-HRTimeline
SHELTON CAPITAL MANAGEMENT970$305K0.01%013F-HRTimeline
Laurion Capital Management LP950$298K0.03%new13F-HRTimeline
Mechanics Bank Trust Department949$298K0.04%-613F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC926$291K0.02%013F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.924$290K0.01%+10313F-HRTimeline
Compound Planning, Inc.916$288K0.01%+13913F-HRTimeline
Dundas Partners LLP895$281K0.02%-62713F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co884$278K<0.01%-20013F-HRTimelineGroup
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd861$270K0.06%new13F-HRTimelineGroup
Bayforest Capital Ltd858$269K0.12%+313F-HRTimeline
Versant Capital Management, Inc819$257K0.04%+813F-HRTimeline
Cresset Asset Management, LLC811$255K<0.01%-73513F-HR/ATimeline
Sequoia Financial Advisors, LLC800$251K<0.01%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…772$242K<0.01%-3813F-HRTimelineGroup
GENESIS PRIVATE WEALTH, LLC758$238K0.11%-3013F-HRTimeline
Claret Asset Management Corp744$233K0.03%+5113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding741$233K+52Timeline
HBK Sorce Advisory LLC735$231K0.01%-3013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP735$231K<0.01%+4613F-HRTimelineGroup
Kera Capital Partners, Inc.730$229K0.05%new13F-HRTimeline
BURNEY CO/720$226K0.01%new13F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…718$225K<0.01%new13F-HRTimelineGroup
EP Wealth Advisors, LLC711$223K<0.01%new13F-HRTimeline
GSA CAPITAL PARTNERS LLP705$221K0.02%-1,96413F-HRTimeline
NorthCoast Asset Management LLC701$220K<0.01%new13F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC700$220K0.01%013F-HRTimeline
Chicago Partners Investment Group LLC785$217K0.01%new13F-HRTimeline
ASPIRIANT, LLC687$216K0.01%new13F-HRTimeline
Glenview Trust Co683$214K<0.01%013F-HRTimeline
GK Wealth Management LLC681$214K0.21%+313F-HRTimeline
UMB Bank, n.a.672$211K<0.01%+15613F-HR/ATimeline
BANK OF STOCKTON670$210K0.06%-413F-HRTimeline
Pallas Capital Advisors LLC669$210K0.01%new13F-HRTimeline
SHELL ASSET MANAGEMENT CO665$209K0.01%-13813F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…660$207K<0.01%new13F-HR/ATimelineGroup
Brown Miller Wealth Management, LLC660$207K0.06%-913F-HRTimeline
KBC Group NVin group KBC Group NV659$207K<0.01%-40513F-HRTimelineGroup
Fonville Wealth Management LLC646$203K0.05%new13F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co641$201K0.01%new13F-HRTimelineGroup
HM PAYSON & CO600$188K<0.01%013F-HRTimeline
STRS OHIO562$176K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…561$176K0.01%+53913F-HRTimelineGroup
Covestor Ltd560$176K0.1%+7413F-HRTimeline
Sterling Capital Management LLC527$165K<0.01%+43813F-HR/ATimeline
North Star Investment Management Corp.517$162K0.01%013F-HRTimeline
Essential Partners LLC468$147K0.06%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…466$146K0.02%+14813F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD437$137K<0.01%new13F-HRTimelineGroup
GAMMA Investing LLC433$136K0.01%-4813F-HRTimeline
SIGNATUREFD, LLC410$129K<0.01%+5213F-HRTimeline
Farther Finance Advisors, LLC396$124K<0.01%-1213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.375$118K<0.01%013F-HRTimelineGroup
WHITTIER TRUST CO355$111K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA325$102K<0.01%-2013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO287$90.1K<0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC283$88.8K0.01%013F-HRTimeline
CVA Family Office, LLC230$72.2K0.01%013F-HRTimeline
Blue Trust, Inc.228$71.6K<0.01%+5113F-HRTimeline
MAI Capital Management226$70.9K<0.01%+7313F-HRTimeline
Steward Partners Investment Advisory, L…199$62.5K<0.01%+513F-HRTimeline
Quarry LP195$61.2K0.01%-12613F-HRTimeline
First Horizon Advisors, Inc.194$60.9K<0.01%+2313F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…194$60.7K<0.01%+1613F-HRTimelineGroup
Employees Retirement System of Texas184$58K<0.01%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST180$56.5K0.01%new13F-HRTimeline
Arax Advisory Partners173$54.3K<0.01%+11613F-HRTimeline
Allworth Financial LP155$48.7K<0.01%+3813F-HRTimeline
Longview Financial Advisors LLC155$48.7K0.03%013F-HRTimeline
Geneos Wealth Management Inc.151$47.4K<0.01%-32713F-HRTimeline
WPG Advisers, LLC138$43.3K0.04%-10513F-HRTimeline
IFP Advisors, Inc137$43K<0.01%+10013F-HRTimeline
Clearstead Advisors, LLC107$33.6K<0.01%+2213F-HRTimeline
V-Square Quantitative Management LLC93$29.2K<0.01%-5213F-HRTimeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …92$28.9K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA84$26.4K<0.01%013F-HRTimeline