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Disclosery

MORN MORNINGSTAR INC

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Stock (common), issuer CIK 1289419

468 managers (475 13F filers) reported a position in MORN shares at 2025-12-31, 24,241,211 shares in all. 79 filers opened a position and 58 filers sold out during the quarter.

Managers
468
13F filers
475
New
79
Added
149
Reduced
190
Sold out
58
Shares held by filers
24,241,211

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Entropy Technologies, LP4,435$964K0.05%+3,00013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding4,372$950K-249Timeline
Martin Capital Advisors, LLP4,202$913K0.54%013F-HRTimeline
Caprock Group, LLC3,925$853K0.02%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,922$852K0.01%+1,22713F-HRTimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…3,881$843K<0.01%+23513F-HRTimelineGroup
XPONANCE LLC3,739$813K0.01%-48913F-HRTimeline
M&T Bank Corpin group M&T Bank Corp3,728$810K<0.01%-3,43613F-HR/ATimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.3,661$795K0.01%-76413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC3,542$770K0.01%-85613F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC3,538$769K<0.01%-5,23113F-HRTimeline
Oak Thistle LLC3,535$768K0.11%new13F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP3,525$766K0.07%new13F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.3,501$761K<0.01%-8,29913F-HRTimelineGroup
Aigen Investment Management, LP3,479$756K0.18%+98313F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP3,454$751K<0.01%new13F-HRTimelineGroup
HB Wealth Management, LLC3,322$722K<0.01%+46113F-HRTimeline
R Squared Ltd3,241$704K0.33%-32413F-HRTimeline
Callan Family Office, LLC3,230$702K0.02%+2,23413F-HRTimeline
Advisory Services Network, LLC3,173$690K0.01%+52613F-HRTimeline
Kera Capital Partners, Inc.3,396$686K0.08%new13F-HRTimeline
Voleon Capital Management LP3,142$683K0.01%-15,70113F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…3,049$663K0.01%new13F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,028$658K<0.01%-6,34713F-HRTimelineGroup
BRADLEY FOSTER & SARGENT INC/CT3,021$656K0.01%013F-HRTimeline
Sequoia Financial Advisors, LLC2,960$643K<0.01%+1,89913F-HRTimeline
Keeler Thomas Management LLC2,942$639K0.3%-1,42113F-HRTimeline
Pacer Advisors, Inc.2,884$627K<0.01%-1,74613F-HR/ATimeline
MACKENZIE FINANCIAL CORP2,860$622K<0.01%-64213F-HRTimeline
Sepio Capital, LP2,847$619K0.03%-1,16013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC2,835$615K<0.01%+37313F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC2,725$592K0.08%+1,57513F-HRTimeline
SYON CAPITAL LLC2,704$588K0.03%+1,67713F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…2,604$566K<0.01%013F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…2,529$550K0.01%-13,77513F-HRTimelineGroup
AlphaQuest LLC2,458$534K0.03%-89213F-HRTimeline
AXQ CAPITAL, LP2,436$529K0.12%new13F-HRTimeline
Gibbs Wealth Management2,434$528K0.13%-72813F-HRTimeline
EntryPoint Capital, LLC2,387$519K0.2%013F-HRTimeline
BLAIR WILLIAM & CO/IL2,384$518K<0.01%-30113F-HRTimeline
Sanctuary Advisors, LLC2,378$517K<0.01%+63413F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV2,358$512K0.06%-3413F-HRTimeline
denkapparat Operations GmbH2,356$512K0.28%+1,25013F-HRTimeline
CSS LLC/IL2,320$504K0.03%new13F-HRTimeline
Curi Capital, LLC2,307$501K0.01%new13F-HRTimeline
Atria Investments, Inc2,297$499K0.01%-43913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK2,296$499K<0.01%-7,74813F-HRTimelineGroup
CenterBook Partners LP2,289$497K0.02%-2,44313F-HRTimeline
Integrated Quantitative Investments LLC2,285$497K0.11%new13F-HRTimeline
Alliance Wealth Advisors, LLC /UT2,246$488K0.11%-2,22213F-HRTimeline
AdvisorShares Investments LLC2,220$482K0.08%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,217$482K<0.01%new13F-HRTimelineGroup
Chicago Partners Investment Group LLC2,283$481K0.01%+1,17213F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\2,210$480K<0.01%-28413F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…2,209$480K<0.01%new13F-HRTimelineGroup
Aaron Wealth Advisors LLC2,202$479K0.03%new13F-HRTimeline
AlphaGrep UK Ltd2,199$478K0.16%13F-HRTimeline
Pallas Capital Advisors LLC2,183$474K0.02%new13F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.2,140$465K0.04%+41113F-HRTimeline
Krilogy Financial LLC2,174$459K0.02%-13613F-HRTimeline
Index Fund Advisors, Inc.2,059$447K0.02%-213F-HRTimeline
Frank, Rimerman Advisors LLC1,975$429K0.03%new13F-HRTimeline
Federation des caisses Desjardins du Qu…1,929$419K<0.01%+23913F-HRTimeline
PINEBRIDGE INVESTMENTS LLC1,922$418K<0.01%13F-HR/ATimeline
NORDEN GROUP LLC1,922$418K0.04%-2,45413F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.1,918$417K<0.01%-26713F-HRTimelineGroup
Portside Wealth Group, LLC1,909$415K0.06%-1,83013F-HRTimeline
AMICA MUTUAL INSURANCE CO1,904$414K0.04%+97413F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)1,819$395K0.13%+413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,805$392K<0.01%-17,92713F-HRTimeline
Procyon Advisors, LLC1,792$389K0.02%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,792$389K<0.01%+58613F-HRTimelineGroup
Fieldview Capital Management, LLC1,784$388K0.07%new13F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC1,766$384K<0.01%-18,57113F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,738$378K<0.01%-2,37913F-HRTimelineGroup
SECURIAN ASSET MANAGEMENT, INC1,732$376K0.01%-10013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,724$375K<0.01%-42813F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC1,704$370K0.06%+80413F-HRTimeline
Andina Capital Management, LLC1,662$361K0.22%+6213F-HRTimeline
J.W. COLE ADVISORS, INC.1,645$357K0.01%-24513F-HRTimeline
Ballentine Partners, LLC1,636$356K<0.01%-29613F-HRTimeline
Baker Avenue Asset Management, LP1,621$352K0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,564$340K<0.01%-1713F-HRTimelineGroup
AlphaCore Capital LLC1,535$334K0.01%new13F-HRTimeline
Dempze Nancy E1,494$325K0.17%013F-HRTimeline
Legato Capital Management LLC1,485$323K0.03%new13F-HRTimeline
AZZAD ASSET MANAGEMENT INC /ADV1,473$320K0.03%new13F-HRTimeline
CONNABLE OFFICE INC1,470$319K0.03%013F-HRTimeline
Sivia Capital Partners, LLC1,469$319K0.06%new13F-HRTimeline
Inscription Capital, LLC1,451$315K0.03%new13F-HRTimeline
Parallel Advisors, LLC1,427$310K0.01%+37713F-HRTimeline
Verdence Capital Advisors LLC1,423$309K0.02%+5413F-HRTimeline
ALTFEST L J & CO INC1,423$309K0.03%new13F-HRTimeline
&PARTNERS1,401$307K<0.01%-1,77113F-HRTimeline
Amundiin group Amundi1,398$304K<0.01%new13F-HRTimelineGroup
SummitTX Capital, L.P.1,393$303K0.01%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC1,388$302K0.01%+12013F-HRTimeline
HUB Investment Partners, LLC1,365$297K0.01%new13F-HRTimeline
Welch & Forbes LLC1,359$295K<0.01%-1513F-HRTimeline
CIBC Asset Management Inc1,355$294K<0.01%013F-HRTimeline
GREENLEAF TRUST1,340$291K<0.01%new13F-HRTimeline
Brooklyn Investment Group1,316$288K0.01%new13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,321$285K<0.01%new13F-HRTimelineGroup
Caerus Investment Advisors, LLC1,297$282K0.09%new13F-HRTimeline
Machina Capital S.A.S.1,275$277K0.05%-1,78113F-HRTimeline
WADDELL & ASSOCIATES, LLC1,273$277K0.02%new13F-HRTimeline
State of Wyoming1,248$271K0.03%+1,04413F-HRTimeline
Versant Capital Management, Inc1,247$271K0.03%+1,03813F-HRTimeline
Maryland State Retirement & Pension Sys…1,247$271K0.01%013F-HRTimeline
Utah Retirement Systems1,243$270K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,231$268K0.01%-2,29013F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…1,205$262K<0.01%-5913F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,176$256K<0.01%-21613F-HRTimelineGroup
Capital Investment Counsel, Inc1,150$250K0.03%013F-HRTimeline
CERTUITY, LLC1,134$246K0.02%new13F-HRTimeline
NewEdge Advisors, LLC1,133$246K<0.01%+1,05513F-HRTimeline
Ethic Inc.1,132$246K<0.01%+11313F-HRTimeline
Connecticut Capital Management Group, L…1,125$244K0.23%13F-HRTimeline
Integrated Wealth Concepts LLC1,081$235K<0.01%new13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.1,080$235K<0.01%-4713F-HRTimeline
Blueshift Asset Management, LLC1,005$218K0.06%new13F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd1,000$217K0.08%-1,35813F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC990$215K0.02%new13F-HRTimeline
ProShare Advisors LLC956$208K<0.01%-8413F-HRTimeline
Cadent Capital Advisors, LLC955$208K0.05%-15513F-HRTimeline
Empirical Financial Services, LLC d.b.a…948$206K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…946$206K<0.01%-1,01413F-HRTimelineGroup
Rothschild Wealth LLC945$205K0.02%new13F-HR/ATimeline
Essential Partners LLC931$202K0.06%+40413F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC929$202K0.01%+213F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…871$189K<0.01%-15813F-HRTimelineGroup
SIGNATUREFD, LLC861$187K<0.01%+55013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…819$178K0.01%+38413F-HRTimelineGroup
Farther Finance Advisors, LLC733$159K<0.01%+31613F-HRTimeline
Allworth Financial LP732$159K<0.01%+46413F-HRTimeline
Aster Capital Management (DIFC) Ltd727$158K0.07%-71413F-HRTimeline
KBC Group NVin group KBC Group NV659$143K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC632$137K0.01%-47513F-HRTimeline
Basecamp Wealth Advisors LLC621$135K0.03%13F-HRTimeline
HM PAYSON & CO600$130K<0.01%013F-HRTimeline
IFP Advisors, Inc563$122K<0.01%+31013F-HRTimeline
STRS OHIO541$118K<0.01%-1313F-HRTimeline
Sterling Capital Management LLC539$117K<0.01%+5513F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP518$113K0.01%new13F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC515$112K<0.01%new13F-HRTimeline
Horizon Investments, LLC515$112K<0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO508$110K<0.01%+22113F-HRTimelineGroup
WEXFORD CAPITAL LP467$101K0.03%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…458$99.5K0.02%-10613F-HRTimeline
Eurizon Capital SGR S.p.A.448$97.5K<0.01%13F-HRTimeline
Liontrust Investment Partners LLP436$94.7K<0.01%-370,72213F-HRTimeline
SIMPLEX TRADING, LLC424$92.1K<0.01%+36413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP415$90.2K<0.01%+32213F-HRTimelineGroup
North Star Investment Management Corp.405$88K0.01%+1313F-HRTimeline
UMB Bank, n.a.390$84.8K<0.01%-14413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Steward Partners Investment Advisory, L…389$84.5K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…387$84.2K<0.01%+3413F-HR/ATimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC369$80K<0.01%-20,60713F-HRTimelineGroup
GAMMA Investing LLC359$78K<0.01%+10313F-HRTimeline
Global Retirement Partners, LLC351$76.3K<0.01%+33813F-HRTimeline
BOKF, NAin group BOKF, NA325$70.6K<0.01%013F-HRTimelineGroup
Covestor Ltd316$69K0.04%-18613F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…312$67.8K<0.01%-7213F-HRTimelineGroup
DANSKE BANK A/S300$65.2K<0.01%-2,27313F-HRTimeline
SJS Investment Consulting Inc.271$58.9K0.01%+26913F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…251$54.7K<0.01%+8313F-HRTimelineGroup
Blue Trust, Inc.240$52.2K<0.01%-713F-HRTimeline
CVA Family Office, LLC230$50K0.01%+213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.219$48K<0.01%+13213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bayforest Capital Ltd219$47.6K0.04%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC212$46.1K<0.01%new13F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp200$43.5K<0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC197$42.8K<0.01%-17013F-HRTimeline
Quarry LP189$41.1K0.01%+6413F-HRTimeline
WPG Advisers, LLC185$40.2K0.03%+4913F-HRTimeline
Employees Retirement System of Texas184$40K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB177$38.5K<0.01%+10413F-HRTimeline
True Wealth Design, LLC172$37.4K0.01%+9413F-HRTimeline
AMERICAN NATIONAL BANK & TRUST170$36.9K<0.01%013F-HRTimeline
V-Square Quantitative Management LLC160$34.8K<0.01%new13F-HRTimeline
Arax Advisory Partners152$33K<0.01%-6,08813F-HRTimeline
Longview Financial Advisors LLC150$32.6K0.02%-513F-HRTimeline
WHITTIER TRUST CO130$28K<0.01%-22513F-HRTimeline
Pinnacle Wealth Planning Services, Inc.116$25.2K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…116$25.2K0.01%new13F-HRTimeline
MAI Capital Management114$24.8K<0.01%-6913F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC111$23.8K<0.01%new13F-HRTimeline
Quent Capital, LLC105$22.8K<0.01%-5713F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…102$22.2K<0.01%+4113F-HRTimelineGroup
Measured Wealth Private Client Group, L…95$20.6K0.01%-1713F-HRTimeline
PRIVATE TRUST CO NA84$18.3K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC83$18.1K<0.01%-113F-HRTimeline
Hughes Financial Services, LLC83$18K<0.01%013F-HRTimeline
Bradley & Co. Private Wealth Management…83$18K0.01%013F-HRTimeline
Centerpoint Advisors, LLC79$17K0.01%+1813F-HRTimeline
TOBAM78$17K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cedar Mountain Advisors, LLC77$16.7K<0.01%013F-HRTimeline
CENTRAL TRUST Co75$16.3K<0.01%013F-HRTimeline
Clearstead Advisors, LLC75$16.3K<0.01%-9013F-HRTimeline
Capital Advisors, Ltd. LLC70$15K<0.01%013F-HRTimeline