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Disclosery

MORN MORNINGSTAR INC

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Stock (common), issuer CIK 1289419

443 managers (452 13F filers) reported a position in MORN shares at 2025-09-30, 24,917,047 shares in all. 50 filers opened a position and 75 filers sold out during the quarter.

Managers
443
13F filers
452
New
50
Added
163
Reduced
178
Sold out
75
Shares held by filers
24,917,047

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
WOLFF WIESE MAGANA LLC37$8.59K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV33$7.66K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC31$7.19K<0.01%013F-HRTimeline
Wealthspire Advisors, LLC27$6.26K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC24$5.57K<0.01%-113F-HRTimeline
KERR FINANCIAL PLANNING Corp25$5.17K0.01%13F-HR/ATimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…22$5.1K<0.01%+213F-HRTimelineGroup
T. Rowe Price Investment Management, In…19$5K<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK20$4.64K<0.01%+513F-HRTimelineGroup
Hemington Wealth Management18$4K<0.01%-1913F-HRTimeline
CBIZ Investment Advisory Services, LLC16$3.71K<0.01%+1513F-HRTimeline
Atlantic Private Wealth, LLC16$3.71K<0.01%013F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…15$3.48K<0.01%013F-HRTimelineGroup
Asset Dedication, LLC13$3.02K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC13$3.02K<0.01%013F-HRTimeline
Global Retirement Partners, LLC13$3.02K<0.01%-213F-HRTimeline
Cornerstone Planning Group LLC13$2.79K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.12$2.78K<0.01%-2113F-HRTimeline
Dogwood Wealth Management LLC11$2.55K<0.01%-2513F-HRTimeline
Fortitude Family Office, LLC10$2.32K<0.01%013F-HRTimeline
Sachetta, LLC9$2.09K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc8$1.86K<0.01%-413F-HRTimeline
DiNuzzo Private Wealth, Inc.7$1.84K<0.01%013F-HRTimeline
Manchester Capital Management LLC6$1.39K<0.01%013F-HRTimeline
WealthCollab, LLC5$1.16K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC5$1.16K<0.01%-813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC5$1.13K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC5$1.06K<0.01%-113F-HRTimeline
Avion Wealth6$1K<0.01%+413F-HRTimeline
Physician Wealth Advisors, Inc.4$929<0.01%new13F-HRTimeline
Cromwell Holdings LLC4$929<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.4$928<0.01%-713F-HRTimeline
Bare Financial Services, Inc3$696<0.01%+213F-HRTimeline
Addison Advisors LLC2$465<0.01%013F-HRTimeline
SJS Investment Consulting Inc.2$465<0.01%-113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC2$465<0.01%new13F-HR/ATimeline
Rialto Wealth Management, LLC2$465<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC2$464<0.01%-113F-HRTimeline
SBI Securities Co., Ltd.2$464<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1$233<0.01%-213F-HRTimelineGroup
Seneschal Advisors, LLC1$233<0.01%new13F-HRTimeline
Activest Wealth Management0$76<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Cloud Capital Management, LLC4$00%new13F-HRTimelineValue filed as zero, left out of ratios.