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Disclosery

MORN MORNINGSTAR INC

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Stock (common), issuer CIK 1289419

440 managers (452 13F filers) reported a position in MORN shares at 2024-12-31, 25,742,591 shares in all. 50 filers opened a position and 28 filers sold out during the quarter.

Managers
440
13F filers
452
New
50
Added
157
Reduced
145
Sold out
28
Shares held by filers
25,742,591

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…20$6.74K<0.01%+113F-HRTimelineGroup
Kiely Wealth Advisory Group, Inc.20$6.49K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC18$6.06K<0.01%13F-HRTimeline
Hemington Wealth Management19$6K<0.01%+713F-HRTimeline
Arax Advisory Partners17$5.72K<0.01%-713F-HRTimeline
Atlantic Private Wealth, LLC16$5.39K<0.01%013F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…15$5.02K<0.01%013F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK13$4.38K<0.01%-5613F-HRTimelineGroup
Asset Dedication, LLC13$4.38K<0.01%013F-HRTimeline
2UniFi Bank12$4.04K<0.01%13F-HRTimeline
WEST PACES ADVISORS INC.10$3.37K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC9$3.03K<0.01%013F-HR/ATimeline
Sachetta, LLC9$3.03K<0.01%-113F-HRTimeline
SIMPLEX TRADING, LLC11$3K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…8$2.69K<0.01%013F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …8$2.69K<0.01%013F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC8$2.69K<0.01%+113F-HRTimeline
DiNuzzo Private Wealth, Inc.7$2.36K<0.01%013F-HRTimeline
Horizon Investments, LLC7$2.35K<0.01%new13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC7$2.29K<0.01%+213F-HRTimeline
HARBOUR INVESTMENTS, INC.6$2.02K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC6$1.91K<0.01%013F-HRTimeline
Manchester Capital Management LLC5$1.68K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc5$1.68K<0.01%new13F-HRTimeline
JNBA Financial Advisors5$1.68K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.5$1.68K<0.01%-113F-HRTimeline
Financial Network Wealth Advisors LLC5$1.68K<0.01%-7613F-HRTimeline
WealthCollab, LLC5$1.68K<0.01%013F-HRTimeline
Larson Financial Group LLC3$1.01K<0.01%new13F-HRTimeline
Hexagon Capital Partners LLC3$1.01K<0.01%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT2$674<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC2$674<0.01%new13F-HRTimeline
Caitong International Asset Management …2$674<0.01%13F-HR/ATimeline
Caitlin John, LLC2$674<0.01%013F-HRTimeline
Parkside Financial Bank & Trust1$337<0.01%013F-HRTimeline
TFC Financial Management, Inc.1$337<0.01%013F-HRTimeline
Global Financial Private Client, LLC1$337<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.1$337<0.01%13F-HRTimeline
WealthTrak Capital Management LLC1$337<0.01%13F-HRTimeline
Activest Wealth Management0$110<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.