Morningstar, Inc. - MORN

Sector: Financial · Industry: Investment Advice

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$5.275B

QoQ value delta ($000)

-$375.2M (-6.64%)

Implied price effect (QoQ)

-7.85%

Total shares

24,496,072

QoQ shares delta

+318,398 (+1.32%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 35 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
VANGUARD GROUP INC	515,973	2,374,364	0.01%
BlackRock, Inc.	513,547	2,363,201	0.01%
MORGAN STANLEY	435,994	2,006,325	0.03%
Select Equity Group, L.P.	330,852	1,522,492	1.43%
BAMCO INC /NY/	269,854	1,241,794	0.73%
WELLINGTON MANAGEMENT GROUP LLP	246,910	1,136,213	0.04%
AQR CAPITAL MANAGEMENT LLC	195,643	900,297	0.1%
STATE STREET CORP	162,310	746,907	0.01%
GEODE CAPITAL MANAGEMENT, LLC	129,750	596,982	0.01%
DIMENSIONAL FUND ADVISORS LP	102,566	471,971	0.02%
JANE STREET GROUP, LLC	94,002	432,571	0.01%
TWO SIGMA INVESTMENTS, LP	83,111	382,454	0.12%
JPMORGAN CHASE & CO	79,439	365,560	0.0%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	78,598	361,687	0.03%
TWO SIGMA ADVISERS, LP	76,971	354,200	0.15%
MILLENNIUM MANAGEMENT LLC	74,718	343,833	0.03%
WASATCH ADVISORS LP	73,030	336,065	0.43%
RENAISSANCE TECHNOLOGIES LLC	70,358	323,770	0.11%
UBS Group AG	64,181	295,347	0.01%
NORGES BANK	62,366	286,994	0.01%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	61,954	285,098	0.04%
Invesco Ltd.	59,108	271,999	0.01%
Qube Research & Technologies Ltd	52,651	242,288	0.05%
VOLORIDGE INVESTMENT MANAGEMENT, LLC	49,243	226,605	0.17%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	41,272	189,925	0.01%