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Disclosery

MORN MORNINGSTAR INC

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Stock (common), issuer CIK 1289419

458 managers (466 13F filers) reported a position in MORN shares at 2025-03-31, 25,255,137 shares in all. 60 filers opened a position and 47 filers sold out during the quarter.

Managers
458
13F filers
466
New
60
Added
192
Reduced
133
Sold out
47
Shares held by filers
25,255,137

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP61$18.1K<0.01%013F-HR/ATimelineGroup
Arax Advisory Partners57$17.1K<0.01%+4013F-HRTimeline
Rise Advisors, LLC50$15.1K0.01%-2613F-HRTimeline
Financial Network Wealth Advisors LLC46$13.8K0.02%+4113F-HRTimeline
WOLFF WIESE MAGANA LLC38$11.4K0.01%013F-HRTimeline
Binnacle Investments Inc38$11.4K0.01%13F-HRTimeline
IFP Advisors, Inc37$11.1K<0.01%+913F-HRTimeline
MJT & Associates Financial Advisory Gro…34$10.2K0.01%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV33$9.9K<0.01%-4013F-HRTimeline
Frazier Financial Advisors, LLC31$9.3K0.01%013F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.30$9K<0.01%13F-HRTimeline
Hemington Wealth Management27$8K<0.01%+813F-HRTimeline
JFS WEALTH ADVISORS, LLC25$7.5K<0.01%013F-HRTimeline
GW&K Investment Management, LLC25$7K<0.01%new13F-HRTimeline
WEBSTER BANK, N. A.22$6.6K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…22$6.6K<0.01%+213F-HRTimelineGroup
Whipplewood Advisors, LLC23$5.4K<0.01%+513F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…18$5.4K<0.01%+1013F-HRTimelineGroup
MATHER GROUP, LLC.17$5.1K<0.01%new13F-HRTimeline
Atlantic Private Wealth, LLC16$4.8K<0.01%013F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…15$4.5K<0.01%013F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC14$4.2K<0.01%+613F-HRTimeline
Asset Dedication, LLC13$3.9K<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK12$3.6K<0.01%-113F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.11$3.3K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB10$3K<0.01%-1213F-HRTimeline
WEST PACES ADVISORS INC.10$3K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC9$2.7K<0.01%013F-HR/ATimeline
First Command Advisory Services, Inc.9$2.7K<0.01%new13F-HRTimeline
Sachetta, LLC9$2.7K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc8$2.4K<0.01%+313F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …8$2.4K<0.01%13F-HRTimelineGroup
CAROLINAS WEALTH CONSULTING LLC7$2.25K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.7$2.1K<0.01%013F-HRTimeline
Pineridge Advisors LLC7$2.1K<0.01%new13F-HRTimeline
Manchester Capital Management LLC6$1.8K<0.01%+113F-HRTimeline
HARBOUR INVESTMENTS, INC.6$1.8K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC6$1.7K<0.01%013F-HRTimeline
Activest Wealth Management5$1.6K<0.01%+513F-HRTimeline
SJS Investment Consulting Inc.5$1.5K<0.01%013F-HRTimeline
True Wealth Design, LLC5$1.5K<0.01%new13F-HRTimeline
WealthCollab, LLC5$1.5K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC5$1.5K<0.01%-5913F-HRTimeline
Hexagon Capital Partners LLC5$1.5K<0.01%+213F-HRTimeline
Transce3nd, LLC5$1.5K<0.01%new13F-HRTimeline
Global Financial Private Client, LLC4$1.2K<0.01%+313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp3$900<0.01%new13F-HRTimelineGroup
SBI Securities Co., Ltd.2$600<0.01%-1913F-HRTimeline
ROSS\JOHNSON & Associates LLC2$6000.01%new13F-HRTimeline
Principia Wealth Advisory, LLC2$557<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust1$300<0.01%013F-HRTimeline
Bare Financial Services, Inc1$300<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.1$300<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC1$299<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1$00%new13F-HRTimelineValue filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …1$00%-21713F-HRTimelineGroupValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-12513F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding0$0-3,585Timeline