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Disclosery

MORN MORNINGSTAR INC

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Stock (common), issuer CIK 1289419

437 managers (447 13F filers) reported a position in MORN shares at 2026-03-31, 23,578,253 shares in all. 63 filers opened a position and 94 filers sold out during the quarter.

Managers
437
13F filers
447
New
63
Added
168
Reduced
171
Sold out
94
Shares held by filers
23,578,253

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Magnetar Financial LLCin group Magnetar Financial LLC4,621$781K0.01%new13F-HRTimelineGroup
denkapparat Operations GmbH4,574$773K0.32%+2,21813F-HRTimeline
Epoch Investment Partners, Inc.4,547$769K<0.01%-3,08413F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …4,434$750K<0.01%-4,33013F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…4,331$732K0.01%+1,80213F-HRTimelineGroup
HARBOR CAPITAL ADVISORS, INC.4,299$727K0.06%+2,15913F-HRTimeline
Callan Family Office, LLC4,269$722K0.02%+1,03913F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…4,229$715K0.02%-14313F-HRTimelineGroup
XPONANCE LLC4,222$714K0.01%+48313F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.4,220$713K0.01%+4,00113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Martin Capital Advisors, LLP4,202$710K0.45%013F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…4,119$696K<0.01%+23813F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,883$656K0.01%-3913F-HRTimelineGroup
RV Capital AG3,700$654K0.17%new13F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding3,762$636KnewTimeline
M&T Bank Corpin group M&T Bank Corp3,617$611K<0.01%-11113F-HR/ATimelineGroup
GSA CAPITAL PARTNERS LLP3,576$605K0.04%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,550$600K<0.01%+52213F-HRTimelineGroup
OCCUDO QUANTITATIVE STRATEGIES LP3,551$599K0.03%-4,67613F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC3,445$582K<0.01%-9713F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC3,432$580K<0.01%-10613F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS3,349$566K<0.01%-2,73713F-HRTimeline
Aaron Wealth Advisors LLC3,323$562K0.03%+1,12113F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.3,156$534K0.01%-5,34313F-HRTimelineGroup
Sanctuary Advisors, LLC3,074$520K<0.01%+69613F-HRTimeline
INCEPTIONR LLC3,070$519K0.12%new13F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT3,000$507K0.01%-2113F-HR/ATimeline
&PARTNERS2,971$504K<0.01%+1,57013F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.2,973$498K<0.01%-68813F-HRTimeline
Keeler Thomas Management LLC2,928$495K0.21%-1413F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.2,901$490K<0.01%-60013F-HRTimelineGroup
MACKENZIE FINANCIAL CORP2,811$475K<0.01%-4913F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…2,802$474K<0.01%+59313F-HRTimelineGroup
LSV ASSET MANAGEMENT2,800$473K<0.01%new13F-HRTimeline
Pacer Advisors, Inc.2,780$470K<0.01%-10413F-HR/ATimeline
Capula Management Ltdin group Capula Management Ltd2,760$467K<0.01%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC2,749$464K<0.01%+2,38013F-HRTimelineGroup
Merit Financial Group, LLC2,738$463K<0.01%-3,15813F-HRTimeline
AdvisorShares Investments LLC2,720$460K0.08%+50013F-HRTimeline
Chicago Partners Investment Group LLC2,449$456K0.01%+16613F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…2,604$440K<0.01%013F-HRTimeline
Kera Capital Partners, Inc.2,601$440K0.05%-79513F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC2,571$435K0.01%new13F-HRTimeline
R Squared Ltd2,551$431K0.24%-69013F-HRTimeline
AlphaGrep UK Ltd2,543$430K0.13%+34413F-HRTimeline
Integrated Wealth Concepts LLC2,543$430K<0.01%+1,46213F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…2,519$426K<0.01%+1,31413F-HRTimelineGroup
YHB Investment Advisors, Inc.2,505$423K0.03%-7,17713F-HRTimeline
GHP Investment Advisors, Inc.2,486$420K0.02%new13F-HRTimeline
DRW Securities, LLC2,475$418K0.02%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,394$405K<0.01%-4,02713F-HRTimelineGroup
EntryPoint Capital, LLC2,387$404K0.12%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\2,335$395K<0.01%+12513F-HRTimelineGroup
AMICA MUTUAL INSURANCE CO2,331$394K0.03%+42713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,320$392K<0.01%+59613F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.2,292$387K<0.01%-32,83613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,252$381K<0.01%+44713F-HRTimeline
Janney Montgomery Scott LLC2,236$378K<0.01%new13F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV2,197$371K0.05%-16113F-HRTimeline
Atria Investments, Inc2,139$362K<0.01%-15813F-HRTimeline
ExodusPoint Capital Management, LP2,118$358K<0.01%new13F-HRTimeline
Man Group plcin group Man Group plc2,100$355K<0.01%-7,43613F-HRTimelineGroup
KORNITZER CAPITAL MANAGEMENT INC /KS2,064$349K0.01%-11,76313F-HRTimeline
BLAIR WILLIAM & CO/IL2,063$349K<0.01%-32113F-HRTimeline
Federation des caisses Desjardins du Qu…1,942$328K<0.01%+1313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC1,927$326K0.01%+53913F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd1,924$325K<0.01%new13F-HRTimelineGroup
PRAXIS INVESTMENT MANAGEMENT INC1,903$322K0.02%new13F-HRTimeline
Sequoia Financial Advisors, LLC1,872$316K<0.01%-1,08813F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC1,840$311K0.04%+13613F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)1,824$308K0.1%+513F-HRTimeline
Campbell & CO Investment Adviser LLC1,810$306K0.02%new13F-HRTimeline
BRIGHTON JONES LLC1,793$303K0.01%new13F-HR/ATimeline
Amundiin group Amundi1,775$300K<0.01%+37713F-HRTimelineGroup
Blackstone Inc.in group Blackstone Inc.1,766$299K<0.01%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
HB Wealth Management, LLC1,766$299K<0.01%-1,55613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK1,765$298K<0.01%-53113F-HRTimelineGroup
Gibbs Wealth Management1,753$296K0.04%-68113F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC1,732$293K0.01%013F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP1,697$287K0.03%-1,82813F-HRTimeline
Verdence Capital Advisors LLC1,683$285K0.02%+26013F-HRTimeline
Procyon Advisors, LLC1,680$284K0.01%-11213F-HRTimeline
Centiva Capital, LP1,624$275K0.01%new13F-HRTimeline
Alliance Wealth Advisors, LLC /UT1,623$274K0.06%-62313F-HRTimeline
Caisse de depot et placement du Quebec1,600$270K<0.01%new13F-HRTimeline
Entropy Technologies, LP1,565$265K0.01%-2,87013F-HRTimeline
CHOREO, LLC1,554$263K<0.01%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,519$257K<0.01%-21,62513F-HRTimelineGroup
Dempze Nancy E1,494$253K0.14%013F-HRTimeline
NewEdge Advisors, LLC1,491$252K<0.01%+35813F-HR/ATimeline
Versant Capital Management, Inc1,488$252K0.02%+24113F-HRTimeline
SYON CAPITAL LLC1,459$247K0.01%-1,24513F-HRTimeline
Baker Avenue Asset Management, LP1,452$245K0.01%-16913F-HRTimeline
AZZAD ASSET MANAGEMENT INC /ADV1,441$244K0.02%-3213F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.1,440$243K<0.01%-47813F-HRTimelineGroup
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd1,399$237K0.12%+39913F-HRTimelineGroup
Frec Markets, Inc.in group Frec Markets, Inc.1,389$235K0.04%new13F-HRTimelineGroup
Crossmark Global Holdings, Inc.1,385$234K<0.01%new13F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC1,383$234K0.02%new13F-HRTimeline
Portside Wealth Group, LLC1,368$231K0.03%-54113F-HRTimeline
TWO SIGMA SECURITIES, LLC1,363$230K0.03%-1,36213F-HRTimeline
CIBC Asset Management Inc1,355$229K<0.01%013F-HRTimeline
SIGNATUREFD, LLC1,328$224K<0.01%+46713F-HRTimeline
DNB Asset Management ASin group DNB Asset Management AS1,327$224K<0.01%new13F-HRTimelineGroup
ARMISTICE CAPITAL, LLC1,327$224K0.01%new13F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.1,317$223K<0.01%13F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,313$222K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC1,292$218K<0.01%-13513F-HR/ATimeline
Empirical Financial Services, LLC d.b.a…1,257$212K<0.01%+30913F-HRTimeline
Maryland State Retirement & Pension Sys…1,247$211K<0.01%013F-HRTimeline
Abel Hall, LLC1,233$208K0.04%new13F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding1,219$206K-6,085Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,007$170K<0.01%+13613F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…989$167K<0.01%+4313F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC880$149K<0.01%-35113F-HR/ATimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP834$141K0.01%+31613F-HRTimelineGroup
TD Waterhouse Canada Inc.800$136K<0.01%new13F-HRTimeline
GLOBEFLEX CAPITAL L P780$132K0.02%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…768$130K<0.01%+38113F-HRTimelineGroup
MAI Capital Management765$129K<0.01%+65113F-HRTimeline
HM PAYSON & CO700$118K<0.01%+10013F-HRTimeline
KBC Group NVin group KBC Group NV659$111K<0.01%013F-HRTimelineGroup
State of Wyoming628$106K0.01%-62013F-HRTimeline
Essential Partners LLC627$106K0.04%-30413F-HRTimeline
Basecamp Wealth Advisors LLC619$105K0.02%-213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…616$104K<0.01%-20313F-HR/ATimelineGroup
Horizon Investments, LLC614$103K<0.01%+9913F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC610$103K<0.01%+9513F-HRTimeline
Quarry LP595$101K0.02%+40613F-HRTimeline
Aster Capital Management (DIFC) Ltd322$96.6K0.03%-40513F-HRTimeline
GAMMA Investing LLC548$92.6K<0.01%+18913F-HRTimeline
Allworth Financial LP516$87.2K<0.01%-21613F-HRTimeline
STRS OHIO511$86.4K<0.01%-3013F-HRTimeline
UMB Bank, n.a.509$86K<0.01%+11913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Arax Advisory Partners464$78.4K<0.01%+31213F-HRTimeline
Eurizon Capital SGR S.p.A.448$74.1K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…410$69.3K0.01%-4813F-HRTimeline
North Star Investment Management Corp.395$66.8K<0.01%-1013F-HRTimeline
Steward Partners Investment Advisory, L…374$63.2K<0.01%-1513F-HRTimeline
Larson Financial Group LLC368$62.2K<0.01%+30513F-HRTimeline
Quantbot Technologies LP368$62.2K<0.01%-11,80613F-HRTimeline
BOKF, NAin group BOKF, NA336$56.8K<0.01%+1113F-HRTimelineGroup
Sterling Capital Management LLC334$56.5K<0.01%-20513F-HRTimeline
Farther Finance Advisors, LLC321$54.5K<0.01%-41213F-HRTimeline
ROTHSCHILD INVESTMENT LLC277$46.8K<0.01%-35513F-HRTimeline
CVA Family Office, LLC257$43.4K<0.01%+2713F-HRTimeline
Blue Trust, Inc.239$40.4K<0.01%-113F-HRTimeline
IFP Advisors, Inc217$36.7K<0.01%-34613F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…211$34.7K<0.01%-4013F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB202$34.1K<0.01%+2513F-HRTimeline
Covestor Ltd198$34K0.02%-11813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp200$33.8K<0.01%013F-HRTimelineGroup
Employees Retirement System of Texas184$31K<0.01%013F-HRTimeline
WPG Advisers, LLC181$30.6K0.02%-413F-HRTimeline
V-Square Quantitative Management LLC180$30.4K<0.01%+2013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST170$28.7K<0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC155$26.2K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC151$25.5K0.01%+8813F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…145$24.6K<0.01%+4313F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…118$19.9K0.01%+213F-HRTimeline
Pinnacle Wealth Planning Services, Inc.117$19.8K<0.01%+113F-HRTimeline
Centerpoint Advisors, LLC109$18K0.01%+3013F-HRTimeline
True Wealth Design, LLC97$16.4K<0.01%-7513F-HRTimeline
Salomon & Ludwin, LLC94$16.3K<0.01%new13F-HRTimeline
Owl Creek Wealth Partners LLC95$16.1K0.01%13F-HRTimeline
Parkside Financial Bank & Trust93$15.7K<0.01%+5813F-HRTimeline
Hughes Financial Services, LLC85$14.4K<0.01%+213F-HRTimeline
PRIVATE TRUST CO NA84$14.2K<0.01%013F-HRTimeline
Bradley & Co. Private Wealth Management…83$14K0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC77$13K<0.01%013F-HRTimeline
CENTRAL TRUST Co75$12.7K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc65$11K<0.01%-213F-HRTimeline
Quent Capital, LLC58$9.8K<0.01%-4713F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK53$8.96K<0.01%+3213F-HRTimelineGroup
Smartleaf Asset Management LLC53$8.73K<0.01%-3013F-HRTimeline
Capital Advisors, Ltd. LLC47$8K<0.01%-2313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC44$7.44K<0.01%-16813F-HRTimelineGroup
Manchester Capital Management LLC41$6.93K<0.01%+3513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV38$6.42K<0.01%+513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC33$5.58K<0.01%-113F-HRTimelineGroup
Frazier Financial Advisors, LLC31$5.24K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC28$4.73K<0.01%+813F-HRTimeline
KERR FINANCIAL PLANNING Corp25$4.52K<0.01%+113F-HR/ATimeline
SJS Investment Consulting Inc.25$4.23K<0.01%-24613F-HRTimeline
High Note Wealth, LLC25$4.23K<0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC23$3.89K<0.01%+913F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…22$3.72K<0.01%013F-HRTimelineGroup
FIRST HORIZON CORP21$3.55K<0.01%+1813F-HRTimeline
Bare Financial Services, Inc20$3.38K<0.01%new13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…19$3.21K<0.01%+113F-HRTimeline
NISA INVESTMENT ADVISORS, LLC18$3.04K<0.01%-4513F-HRTimeline
Sachetta, LLC18$3.04K<0.01%+913F-HRTimeline
Whipplewood Advisors, LLC18$3.04K<0.01%new13F-HRTimeline
Avion Wealth23$3K<0.01%+213F-HRTimeline
CBIZ Investment Advisory Services, LLC16$2.71K<0.01%-813F-HRTimeline
Atlantic Private Wealth, LLC16$2.71K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC17$2.67K<0.01%+313F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…15$2.54K<0.01%013F-HRTimelineGroup
Keating Financial Advisory Services, In…14$2.37K<0.01%+413F-HRTimeline
Asset Dedication, LLC13$2.2K<0.01%013F-HRTimeline