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Disclosery

MORN MORNINGSTAR INC

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Stock (common), issuer CIK 1289419

437 managers (447 13F filers) reported a position in MORN shares at 2026-03-31, 23,578,253 shares in all. 63 filers opened a position and 94 filers sold out during the quarter.

Managers
437
13F filers
447
New
63
Added
168
Reduced
171
Sold out
94
Shares held by filers
23,578,253

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Estabrook Capital Management12$2.03K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC12$2.03K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…10$1.7K<0.01%-313F-HRTimeline
Marquette Asset Management, LLC10$1.69K<0.01%-213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp9$1.52K<0.01%+213F-HRTimelineGroup
Bogart Wealth, LLC9$1.52K<0.01%+513F-HRTimeline
Clearstead Advisors, LLC8$1.35K<0.01%-6713F-HRTimeline
MV CAPITAL MANAGEMENT, INC.7$1.18K<0.01%+613F-HRTimeline
Kilter Group LLC7$1.18K<0.01%+113F-HRTimeline
Principia Wealth Advisory, LLC7$1.18K<0.01%+313F-HRTimeline
Activest Wealth Management6$1.07K<0.01%-5013F-HRTimeline
Private Wealth Management Group, LLC6$1.01K<0.01%-1713F-HRTimeline
Root Financial Partners, LLC6$1.01K<0.01%-2113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC5$883<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC5$846<0.01%-1713F-HRTimeline
Physician Wealth Advisors, Inc.5$846<0.01%-1113F-HRTimeline
Financial Network Wealth Advisors LLC5$845<0.01%-2913F-HRTimeline
Burk Holdings LLC5$845<0.01%new13F-HRTimeline
Cornerstone Financial Management LLC5$845<0.01%013F-HR/ATimeline
Quaker Wealth Management, LLC4$677<0.01%+313F-HRTimeline
American Capital Advisory, LLC4$677<0.01%+213F-HRTimeline
Fortitude Family Office, LLC4$676<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4$617<0.01%new13F-HRTimelineGroup
Signature Equity Partners, LLC3$510<0.01%013F-HRTimeline
Breakwater Investment Management3$508<0.01%+113F-HRTimeline
Rialto Wealth Management, LLC3$508<0.01%+113F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC3$507<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC3$507<0.01%new13F-HRTimeline
Torren Management, LLC3$507<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.2$339<0.01%-313F-HRTimeline
Rossby Financial, LCC2$339<0.01%013F-HRTimeline
SHP Wealth Management2$338<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.2$338<0.01%013F-HRTimeline
Cromwell Holdings LLC2$338<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1$169<0.01%new13F-HRTimeline
CURIO WEALTH, LLC1$169<0.01%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.1$169<0.01%013F-HRTimeline