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Disclosery

MORN MORNINGSTAR INC

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Stock (common), issuer CIK 1289419

468 managers (475 13F filers) reported a position in MORN shares at 2025-12-31, 24,241,211 shares in all. 79 filers opened a position and 58 filers sold out during the quarter.

Managers
468
13F filers
475
New
79
Added
149
Reduced
190
Sold out
58
Shares held by filers
24,241,211

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Bell Investment Advisors, Inc67$14.6K<0.01%-1213F-HRTimeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …64$13.9K<0.01%-1613F-HRTimelineGroup
Larson Financial Group LLC63$13.7K<0.01%+1013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC63$13.7K<0.01%-413F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC63$13.7K<0.01%+6113F-HRTimeline
Activest Wealth Management56$12.2K<0.01%+5613F-HRTimeline
Parkside Financial Bank & Trust35$7.61K<0.01%-2213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC34$7.39K<0.01%-913F-HRTimelineGroup
Financial Network Wealth Advisors LLC34$7.39K0.01%-1213F-HRTimeline
SageView Advisory Group, LLC33$7.17K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV33$7.17K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC31$6.74K<0.01%013F-HRTimeline
Root Financial Partners, LLC27$5.87K<0.01%-2613F-HRTimeline
CBIZ Investment Advisory Services, LLC24$5.21K<0.01%+813F-HRTimeline
TUCKER ASSET MANAGEMENT LLC24$5.21K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC23$5K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…22$4.78K<0.01%013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC22$4.78K<0.01%-213F-HRTimeline
HARBOUR INVESTMENTS, INC.21$4.56K<0.01%+913F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK21$4.56K<0.01%+113F-HRTimelineGroup
Dogwood Wealth Management LLC20$4.35K<0.01%+913F-HRTimeline
KERR FINANCIAL PLANNING Corp24$4.21K0.01%-113F-HR/ATimeline
Avion Wealth21$4K<0.01%+1513F-HRTimeline
T. Rowe Price Investment Management, In…16$4K<0.01%-313F-HR/ATimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…18$3.91K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc17$3.69K<0.01%+913F-HRTimeline
Physician Wealth Advisors, Inc.16$3.48K<0.01%+1213F-HRTimeline
Atlantic Private Wealth, LLC16$3.48K<0.01%013F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…15$3.16K<0.01%013F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC14$3.04K<0.01%+113F-HRTimeline
Cornerstone Planning Group LLC14$2.86K<0.01%+113F-HRTimeline
Asset Dedication, LLC13$2.83K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…13$2.83K<0.01%new13F-HRTimeline
Marquette Asset Management, LLC12$2.61K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC12$2.61K<0.01%-2513F-HRTimeline
ORG Partners LLC11$2.39K<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…10$2.17K<0.01%13F-HRTimeline
Sachetta, LLC9$1.96K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp7$1.52K<0.01%+613F-HRTimelineGroup
Manchester Capital Management LLC6$1.3K<0.01%013F-HRTimeline
Kilter Group LLC6$1.3K<0.01%new13F-HRTimeline
Crewe Advisors LLC5$1.09K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.5$1.09K<0.01%-213F-HRTimeline
Cornerstone Financial Management LLC5$1.09K<0.01%13F-HR/ATimeline
WHITTIER TRUST CO OF NEVADA INC5$1.08K<0.01%013F-HRTimeline
CX Institutional3$1K<0.01%new13F-HRTimeline
Bogart Wealth, LLC4$869<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC4$869<0.01%new13F-HRTimeline
MONTAG A & ASSOCIATES INC3$700<0.01%-213F-HRTimeline
Torren Management, LLC3$657<0.01%13F-HRTimeline
Signature Equity Partners, LLC3$653<0.01%13F-HRTimeline
FIRST HORIZON CORP3$652<0.01%new13F-HRTimeline
Caitong International Asset Management …3$652<0.01%-38313F-HR/ATimeline
OPTIMA CAPITAL LLC3$652<0.01%new13F-HRTimeline
USA FINANCIAL FORMULAS2$435<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.2$435<0.01%013F-HRTimeline
American Capital Advisory, LLC2$435<0.01%new13F-HRTimeline
Breakwater Investment Management2$435<0.01%new13F-HRTimeline
Elyxium Wealth, LLC2$435<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC2$435<0.01%013F-HRTimeline
Rossby Financial, LCC2$435<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1$218<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC1$218<0.01%new13F-HRTimeline
Seneschal Advisors, LLC1$218<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC1$217<0.01%-113F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.1$217<0.01%-4513F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.1$217<0.01%13F-HRTimeline
Dunhill Financial, LLC1$130<0.01%new13F-HRTimeline