Morningstar, Inc. - MORN

Sector: Financial · Industry: Investment Advice

Website: No information yet · Social: No information yet

Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$4.652B

QoQ value delta ($000)

-$628.5M (-11.9%)

Implied price effect (QoQ)

-18.95%

Total shares

26,649,240

QoQ shares delta

+2,131,899 (+8.7%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Partial Q1 2026 data: 440 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
VANGUARD GROUP INC	515,973	2,374,364	0.01%
BlackRock, Inc.	395,275	2,338,218	0.01%
MORGAN STANLEY	292,549	1,730,549	0.02%
WELLINGTON MANAGEMENT GROUP LLP	281,029	1,662,405	0.05%
VANGUARD PORTFOLIO MANAGEMENT LLC	177,810	1,051,820	0.01%
VANGUARD CAPITAL MANAGEMENT LLC	167,269	989,467	0.0%
TWO SIGMA INVESTMENTS, LP	145,291	859,459	0.12%
BAMCO INC /NY/	128,396	759,515	0.39%
STATE STREET CORP	124,348	735,574	0.0%
LOS ANGELES CAPITAL MANAGEMENT LLC	109,102	645,384	0.43%
Select Equity Group, L.P.	107,807	637,723	0.55%
AQR CAPITAL MANAGEMENT LLC	105,206	623,629	0.05%
GEODE CAPITAL MANAGEMENT, LLC	101,316	599,222	0.01%
DIMENSIONAL FUND ADVISORS LP	87,513	517,769	0.02%
TWO SIGMA ADVISERS, LP	76,971	354,200	0.15%
RENAISSANCE TECHNOLOGIES LLC	75,881	448,870	0.12%
JPMORGAN CHASE & CO	70,817	430,056	0.0%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	66,763	394,931	0.04%
NORGES BANK	62,366	286,994	0.01%
JANE STREET GROUP, LLC	56,439	333,861	0.01%
MILLENNIUM MANAGEMENT LLC	54,604	323,006	0.02%
Invesco Ltd.	48,201	285,130	0.01%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	42,854	254,739	0.01%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	36,146	213,823	0.01%
GOLDMAN SACHS GROUP INC	35,568	210,402	0.0%