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Disclosery

MORN MORNINGSTAR INC

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Stock (common), issuer CIK 1289419

443 managers (452 13F filers) reported a position in MORN shares at 2025-09-30, 24,917,047 shares in all. 50 filers opened a position and 75 filers sold out during the quarter.

Managers
443
13F filers
452
New
50
Added
163
Reduced
178
Sold out
75
Shares held by filers
24,917,047

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Diversify Advisory Services, LLCgroup of 2 filers holding5,727$1.22M+90Timeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD5,200$1.21M0.04%013F-HRTimeline
Linden Thomas Advisory Services, LLC5,098$1.18M0.12%-5813F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND4,927$1.14M0.01%-56113F-HRTimeline
Bradyco, Inc.4,864$1.13M1.28%013F-HRTimeline
Grandeur Peak Global Advisors, LLC4,766$1.11M0.15%-22013F-HRTimeline
CenterBook Partners LP4,732$1.1M0.05%new13F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG4,730$1.1M0.01%-3,35813F-HRTimelineGroup
Pacer Advisors, Inc.4,630$1.07M<0.01%+3,41013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding4,621$1.07M-582Timeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA4,600$1.07M<0.01%-27,40013F-HRTimelineGroup
Empowered Funds, LLC4,557$1.06M0.01%+54613F-HRTimeline
Alliance Wealth Advisors, LLC /UT4,468$1.04M0.24%-23313F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.4,425$1.03M0.01%+1,58213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC4,398$1.02M0.01%-13513F-HRTimeline
NORDEN GROUP LLC4,376$1.02M0.1%-1,94713F-HRTimeline
Keeler Thomas Management LLC4,363$1.01M0.41%+7813F-HRTimeline
XPONANCE LLC4,228$981K0.01%-13813F-HRTimeline
Martin Capital Advisors, LLP4,202$975K0.59%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,117$955K<0.01%-1,66013F-HRTimelineGroup
Trexquant Investment LP4,039$937K0.01%+2,95213F-HRTimeline
Sepio Capital, LP4,007$930K0.05%-113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,977$923K<0.01%+1,73913F-HRTimeline
Summit Trail Advisors, LLC3,971$921K0.01%new13F-HRTimeline
Atom Investors LP3,863$896K0.07%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC3,822$887K<0.01%+31713F-HRTimelineGroup
Aurora Investment Counsel3,810$884K0.46%+72013F-HRTimeline
Accretive Wealth Partners, LLC3,750$870K0.27%-7613F-HRTimeline
Portside Wealth Group, LLC3,739$867K0.12%-1,15113F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO3,683$863K0.09%new13F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…3,646$846K<0.01%-40313F-HRTimelineGroup
Ensign Peak Advisors, Inc3,645$846K<0.01%-5,75013F-HR/ATimeline
Polymer Capital Management (US) LLC3,639$844K0.11%new13F-HRTimeline
Farringdon Capital, Ltd.3,601$835K0.21%new13F-HRTimeline
R Squared Ltd3,565$827K0.36%-813F-HRTimeline
QUADRANT CAPITAL GROUP LLC3,521$817K0.03%+1,80313F-HRTimeline
MACKENZIE FINANCIAL CORP3,502$812K<0.01%+13013F-HRTimeline
Numerai GP LLC3,447$800K0.11%new13F-HRTimeline
AlphaQuest LLC3,350$777K0.05%-2,72213F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.3,341$775K0.12%-1,78913F-HRTimeline
SG Americas Securities, LLC3,222$748K<0.01%+1,79413F-HRTimeline
&PARTNERS3,172$735K<0.01%+6313F-HRTimeline
Gibbs Wealth Management3,162$734K0.17%-86213F-HRTimeline
Freestone Grove Partners LP3,140$729K0.01%-1,00713F-HRTimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd3,106$721K0.05%013F-HRTimeline
Merit Financial Group, LLC3,081$715K0.01%+1,73113F-HR/ATimeline
Machina Capital S.A.S.3,056$709K0.12%new13F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT3,021$701K0.01%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC2,871$666K0.01%+67413F-HRTimelineGroup
HB Wealth Management, LLC2,861$664K<0.01%+19113F-HRTimeline
Atria Investments, Inc2,736$635K0.01%-20713F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd2,720$631K0.03%-77013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC2,695$625K<0.01%+97413F-HRTimelineGroup
BLAIR WILLIAM & CO/IL2,685$623K<0.01%-21113F-HRTimeline
Advisory Services Network, LLC2,647$614K0.01%+2213F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…2,604$604K<0.01%-18313F-HRTimeline
SIMON QUICK ADVISORS, LLC2,579$598K0.03%+6713F-HRTimeline
DANSKE BANK A/S2,573$597K<0.01%-2,31213F-HR/ATimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.2,507$582K0.01%new13F-HRTimelineGroup
Aigen Investment Management, LP2,496$579K0.09%-51813F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\2,494$579K<0.01%+28313F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC2,462$571K<0.01%+1,40713F-HRTimelineGroup
VIRGINIA RETIREMENT SYSTEMS ET Al2,400$557K<0.01%new13F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV2,392$555K0.07%013F-HRTimeline
EntryPoint Capital, LLC2,387$554K0.21%new13F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd2,358$547K0.11%+1,49713F-HRTimelineGroup
Point72 (DIFC) Ltd2,211$513K0.04%+27413F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.2,185$507K<0.01%+13713F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,152$499K<0.01%-1,37213F-HRTimeline
Krilogy Financial LLC2,310$491K0.02%new13F-HRTimeline
Index Fund Advisors, Inc.2,061$478K0.02%-1,85213F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC1,979$459K0.03%-2,72613F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,960$455K0.01%+10413F-HRTimelineGroup
Ballentine Partners, LLC1,932$448K0.01%+6613F-HRTimeline
J.W. COLE ADVISORS, INC.1,890$438K0.01%-22013F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC1,832$425K0.01%-24813F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)1,815$421K0.15%+313F-HRTimeline
Procyon Advisors, LLC1,792$416K0.02%013F-HRTimeline
111 Capital1,782$413K0.08%-65813F-HRTimeline
Sanctuary Advisors, LLC1,744$405K<0.01%+12313F-HR/ATimeline
HARBOR CAPITAL ADVISORS, INC.1,729$401K0.03%-4,21013F-HRTimeline
Janney Montgomery Scott LLC1,710$397K<0.01%-81813F-HRTimeline
DRW Securities, LLC1,709$397K0.02%-8213F-HRTimeline
Federation des caisses Desjardins du Qu…1,690$392K<0.01%new13F-HRTimeline
BRIGHTON JONES LLC1,680$390K0.01%+49213F-HRTimeline
GSA CAPITAL PARTNERS LLP1,629$378K0.03%+92413F-HRTimeline
Andina Capital Management, LLC1,600$371K0.21%+20713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,581$367K<0.01%+4013F-HRTimelineGroup
OCCUDO QUANTITATIVE STRATEGIES LP1,543$358K0.04%new13F-HRTimeline
Naviter Wealth, LLC1,540$357K0.04%013F-HRTimeline
Dempze Nancy E1,494$347K0.19%013F-HRTimeline
TOWNSQUARE CAPITAL LLC1,474$342K0.05%-1,77413F-HRTimeline
CONNABLE OFFICE INC1,470$341K0.03%013F-HRTimeline
Smith Group Asset Management, LLC1,450$336K0.02%013F-HRTimeline
Aster Capital Management (DIFC) Ltd1,441$334K0.17%+31813F-HRTimeline
Entropy Technologies, LP1,435$333K0.02%-3,22013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,392$323K0.01%-3913F-HRTimelineGroup
Welch & Forbes LLC1,374$319K<0.01%013F-HRTimeline
CIBC Asset Management Inc1,355$314K<0.01%013F-HRTimeline
Verdence Capital Advisors LLC1,369$299K0.02%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC1,268$294K0.01%new13F-HRTimeline
Institute for Wealth Management, LLC.1,267$294K0.03%+9613F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…1,264$293K<0.01%+54613F-HRTimelineGroup
Maryland State Retirement & Pension Sys…1,247$289K0.01%013F-HRTimeline
Utah Retirement Systems1,243$288K<0.01%-2,98513F-HRTimeline
Wallace Advisory Group, LLC898$282K0.23%-23813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,206$280K<0.01%+46513F-HRTimelineGroup
FORA Capital, LLC1,177$273K0.05%-8713F-HRTimeline
Capital Investment Counsel, Inc1,150$267K0.03%013F-HRTimeline
TWO SIGMA SECURITIES, LLC1,150$267K0.04%-3,29113F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.1,127$261K<0.01%-5413F-HRTimeline
Cadent Capital Advisors, LLC1,110$258K0.07%-37913F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,107$257K0.01%new13F-HRTimeline
denkapparat Operations GmbH1,106$257K0.16%013F-HRTimeline
Sequoia Financial Advisors, LLC1,061$246K<0.01%+26113F-HRTimeline
Parallel Advisors, LLC1,050$244K<0.01%-27713F-HRTimeline
Chicago Partners Investment Group LLC1,111$242K0.01%+32613F-HRTimeline
ProShare Advisors LLC1,040$241K<0.01%-14013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,029$239K<0.01%-8413F-HRTimelineGroup
SYON CAPITAL LLC1,027$238K0.01%-31313F-HRTimeline
Ethic Inc.1,019$236K<0.01%-1,71913F-HRTimeline
Callan Family Office, LLC996$231K0.01%-2,00913F-HRTimeline
SHELTON CAPITAL MANAGEMENT970$225K<0.01%013F-HRTimeline
AMICA MUTUAL INSURANCE CO930$216K0.02%new13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC927$215K0.01%+113F-HRTimelineGroup
Mechanics Bank Trust Department925$215K0.03%-2413F-HRTimeline
Polymer Capital Management (HK) LTD906$210K0.03%new13F-HRTimeline
Hennion & Walsh Asset Management, Inc.903$210K0.01%-2113F-HRTimeline
Catalyst Funds Management Pty Ltd900$209K0.03%new13F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC900$209K0.04%new13F-HRTimeline
Scientech Research LLC868$201K0.07%-67513F-HRTimeline
KBC Group NVin group KBC Group NV659$153K<0.01%013F-HRTimelineGroup
HM PAYSON & CO600$139K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…564$131K0.03%new13F-HRTimeline
STRS OHIO554$129K<0.01%-813F-HRTimeline
UMB Bank, n.a.534$124K<0.01%-13813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Essential Partners LLC527$122K0.04%+5913F-HRTimeline
Covestor Ltd502$117K0.06%-5813F-HRTimeline
Sterling Capital Management LLC484$112K<0.01%-4313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…435$101K<0.01%-12613F-HRTimelineGroup
Farther Finance Advisors, LLC417$96.8K<0.01%+2113F-HRTimeline
North Star Investment Management Corp.392$90.9K0.01%-12513F-HRTimeline
Steward Partners Investment Advisory, L…389$90.3K<0.01%+19013F-HRTimeline
Caitong International Asset Management …386$89.6K0.06%+35413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding384$89.1K-733Timeline
HARBOR INVESTMENT ADVISORY, LLC367$85.1K0.01%+8413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…353$81.9K<0.01%new13F-HRTimelineGroup
WHITTIER TRUST CO355$80.3K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA325$75.4K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC311$72.2K<0.01%-9913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO287$66.6K<0.01%013F-HRTimelineGroup
Allworth Financial LP268$62.2K<0.01%+11313F-HRTimeline
SHELL ASSET MANAGEMENT CO263$61K0.01%-40213F-HRTimeline
GAMMA Investing LLC256$59.4K<0.01%-17713F-HRTimeline
IFP Advisors, Inc253$58.7K<0.01%+11613F-HR/ATimeline
Blue Trust, Inc.247$57.3K<0.01%+1913F-HRTimeline
CVA Family Office, LLC228$52.9K0.01%-213F-HRTimeline
Versant Capital Management, Inc209$48.5K0.01%-61013F-HRTimeline
State of Wyoming204$47.3K0.01%new13F-HRTimeline
Annandale Capital, LLC20,084$46.6K0.81%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp200$46.4K<0.01%new13F-HRTimelineGroup
Employees Retirement System of Texas184$43K<0.01%013F-HRTimeline
MAI Capital Management183$42.5K<0.01%-4313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/171$39.7K<0.01%-43,70713F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST170$39.4K<0.01%-1013F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…168$39.3K<0.01%-2613F-HRTimelineGroup
Clearstead Advisors, LLC165$38.3K<0.01%+5813F-HRTimeline
Quent Capital, LLC162$37.6K<0.01%new13F-HRTimeline
Longview Financial Advisors LLC155$36K0.02%013F-HRTimeline
WPG Advisers, LLC136$31.6K0.02%-213F-HRTimeline
Quarry LP125$29K0.01%-7013F-HRTimeline
Measured Wealth Private Client Group, L…112$26K0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP93$21.8K<0.01%new13F-HRTimelineGroup
Amica Retiree Medical Trust91$21K0.03%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.87$20K<0.01%+5413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Smartleaf Asset Management LLC84$19.7K<0.01%+2213F-HRTimeline
PRIVATE TRUST CO NA84$19.5K<0.01%013F-HRTimeline
Bradley & Co. Private Wealth Management…83$19.3K0.01%013F-HRTimeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …80$18.6K<0.01%-1213F-HRTimelineGroup
Bell Investment Advisors, Inc79$18.3K<0.01%-213F-HRTimeline
True Wealth Design, LLC78$18.1K0.01%+7013F-HRTimeline
NewEdge Advisors, LLC78$18K<0.01%013F-HRTimeline
TOBAM78$18K0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hughes Financial Services, LLC83$17.9K<0.01%-413F-HRTimeline
Cedar Mountain Advisors, LLC77$17.8K<0.01%013F-HRTimeline
CENTRAL TRUST Co75$17.4K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB73$16.9K<0.01%+413F-HRTimeline
Capital Advisors, Ltd. LLC70$16K<0.01%-213F-HRTimeline
NISA INVESTMENT ADVISORS, LLC67$15.5K<0.01%+5213F-HRTimeline
Centerpoint Advisors, LLC61$14K<0.01%-113F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…61$13.9K<0.01%new13F-HRTimelineGroup
Parkside Financial Bank & Trust57$13.2K<0.01%+5313F-HRTimeline
SIMPLEX TRADING, LLC60$13K<0.01%new13F-HRTimeline
Larson Financial Group LLC53$12.3K<0.01%+113F-HRTimeline
Root Financial Partners, LLC53$12.3K<0.01%new13F-HRTimeline
Rise Advisors, LLC51$11.7K<0.01%+113F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.46$10.7K<0.01%-3213F-HRTimelineGroup
Financial Network Wealth Advisors LLC46$10.7K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC43$9.98K<0.01%+4013F-HRTimelineGroup
Binnacle Investments Inc38$8.82K0.01%013F-HRTimeline