Skip to content
Disclosery

MORN MORNINGSTAR INC

Follow

Stock (common), issuer CIK 1289419

472 managers (482 13F filers) reported a position in MORN shares at 2025-06-30, 25,653,395 shares in all. 67 filers opened a position and 50 filers sold out during the quarter.

Managers
472
13F filers
482
New
67
Added
182
Reduced
159
Sold out
50
Shares held by filers
25,653,395

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Bradley & Co. Private Wealth Management…83$26.1K0.02%013F-HRTimeline
Bell Investment Advisors, Inc81$25.4K<0.01%+213F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.78$24.5K<0.01%-313F-HRTimelineGroup
NewEdge Advisors, LLC78$24.3K<0.01%+113F-HRTimeline
Cedar Mountain Advisors, LLC77$24.1K0.01%013F-HRTimeline
CENTRAL TRUST Co75$23.5K<0.01%013F-HRTimeline
Brooklyn Investment Group74$23.2K<0.01%013F-HR/ATimeline
Capital Advisors, Ltd. LLC72$23K<0.01%+213F-HRTimeline
Hughes Financial Services, LLC87$22.6K<0.01%+413F-HRTimeline
MassMutual Private Wealth & Trust, FSB69$21.7K<0.01%+5913F-HRTimeline
Smartleaf Asset Management LLC62$19.4K<0.01%-1613F-HRTimeline
Centerpoint Advisors, LLC62$19K0.01%013F-HRTimeline
Larson Financial Group LLC52$16.3K<0.01%-10313F-HRTimeline
Rise Advisors, LLC50$15.8K0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC46$14.4K0.02%013F-HRTimeline
Binnacle Investments Inc38$11.9K0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC37$11.6K0.01%-113F-HRTimeline
Hemington Wealth Management37$11K<0.01%+1013F-HRTimeline
Dogwood Wealth Management LLC36$10.9K0.01%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…34$10.7K0.01%013F-HR/ATimeline
HARBOUR INVESTMENTS, INC.33$10.4K<0.01%+2713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV33$10.4K<0.01%013F-HRTimeline
Caitong International Asset Management …32$10K0.01%-35713F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.33$10K<0.01%+3213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Frazier Financial Advisors, LLC31$9.73K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC25$7.85K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…20$6.28K<0.01%+213F-HRTimelineGroup
Whipplewood Advisors, LLC18$5.65K<0.01%-513F-HRTimeline
Atlantic Private Wealth, LLC16$5.02K<0.01%013F-HRTimeline
Global Retirement Partners, LLC15$4.71K<0.01%13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK15$4.71K<0.01%+313F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC15$4.71K<0.01%-16913F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…15$4.71K<0.01%013F-HRTimelineGroup
Asset Dedication, LLC13$4.08K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC13$4.08K<0.01%-113F-HRTimeline
Tortoise Investment Management, LLC13$4.08K<0.01%+413F-HRTimeline
AdvisorNet Financial, Inc12$3.77K<0.01%+413F-HRTimeline
Quest 10 Wealth Builders, Inc.11$3.45K<0.01%013F-HRTimeline
Fortitude Family Office, LLC10$3.14K<0.01%new13F-HRTimeline
Sachetta, LLC9$2.83K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.9$2.83K<0.01%013F-HRTimeline
True Wealth Design, LLC8$2.51K<0.01%+313F-HRTimeline
Pineridge Advisors LLC7$2.2K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.7$2.2K<0.01%013F-HRTimeline
Manchester Capital Management LLC6$1.88K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC6$1.78K<0.01%013F-HRTimeline
WealthCollab, LLC5$1.57K<0.01%013F-HRTimeline
Transce3nd, LLC5$1.57K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC5$1.57K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust4$1.26K<0.01%+313F-HRTimeline
Cromwell Holdings LLC4$1.26K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp3$942<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC3$942<0.01%new13F-HRTimelineGroup
SJS Investment Consulting Inc.3$942<0.01%-213F-HRTimeline
Stephens Consulting, LLC3$942<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC3$941<0.01%+213F-HRTimeline
Addison Advisors LLC2$628<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.2$628<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC2$628<0.01%new13F-HRTimelineGroup
Parkworth Wealth Management, Inc.2$628<0.01%+113F-HRTimeline
Principia Wealth Advisory, LLC2$628<0.01%013F-HRTimeline
Rialto Wealth Management, LLC2$628<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC2$628<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC1$314<0.01%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC1$314<0.01%new13F-HRTimeline
Bare Financial Services, Inc1$314<0.01%013F-HRTimeline
American Capital Advisory, LLC1$314<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1$258<0.01%new13F-HRTimeline
Activest Wealth Management0$103<0.01%-513F-HRTimelineAmount filed as zero, left out of ratios.
Avion Wealth2$00%new13F-HR/ATimelineValue filed as zero, left out of ratios.
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …1$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.