DaveManuel.com · Institutional Ownership · Who Owns It
MORNINGSTAR INC (MORN)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
422
Reporting holders
$3.8B
Reported value
64.7%
Of shares outstanding
0.1%
Calls
0.3%
Puts
-28
Holder change
Institutions report 24,275,876 shares against 37,513,571 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BAMCO INC /NY/ | $545.9M | 3,499,146 | 0.82% | 31q | +360.7%+$427.4M |
| BlackRock, Inc. | $324.8M | 2,081,736 | 0.00% | 8q | -11.0%-$40.0M |
| WELLINGTON MANAGEMENT GROUP LLP | $232.9M | 1,493,037 | 0.04% | 12q | -10.2%-$26.4M |
| MORGAN STANLEY | $231.6M | 1,484,135 | 0.01% | 35q | -14.2%-$38.4M |
| AQR CAPITAL MANAGEMENT LLC | $203.5M | 1,304,388 | 0.07% | 31q | +109.2%+$106.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $148.2M | 950,075 | 0.01% | 2q | -9.7%-$15.9M |
| VANGUARD CAPITAL MANAGEMENT LLC | $139.5M | 894,406 | 0.00% | 2q | -9.6%-$14.8M |
| STATE STREET CORP | $111.8M | 716,473 | 0.00% | 31q | -2.6%-$3.0M |
| GEODE CAPITAL MANAGEMENT, LLC | $90.2M | 578,315 | 0.00% | 31q | -3.5%-$3.3M |
| DIMENSIONAL FUND ADVISORS LP | $87.7M | 561,857 | 0.02% | 31q | +8.5%+$6.9M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $87.1M | 557,955 | 0.32% | 3q | -13.5%-$13.6M |
| TWO SIGMA INVESTMENTS, LP | $75.6M | 484,249 | 0.05% | 7q | -43.7%-$58.5M |
| JANE STREET GROUP, LLC | $67.6M incl. $312.0K options PUT | 431,301 | 0.01% | 16q | +29.2%+$15.3M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $65.6M | 420,742 | 0.03% | 11q | +6.5%+$4.0M |
| KENSICO CAPITAL MANAGEMENT CORP | $44.3M | 284,100 | 0.76% | 2q | +110.4%+$23.3M |
| Invesco Ltd. | $40.5M | 259,287 | 0.00% | 31q | -9.1%-$4.0M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $37.9M | 244,324 | 0.01% | 19q | -4.1%-$1.6M |
| RENAISSANCE TECHNOLOGIES LLC | $37.3M | 238,770 | 0.05% | 31q | -46.8%-$32.8M |
| JPMORGAN CHASE & CO | $37.0M | 236,316 | 0.00% | 31q | -45.0%-$30.3M |
| Bank of New York Mellon Corp | $36.3M | 232,481 | 0.01% | 31q | +32.8%+$9.0M |
| Copeland Capital Management, LLC | $35.8M | 229,546 | 0.74% | 31q | +69.8%+$14.7M |
| UBS Group AG | $32.6M | 209,075 | 0.00% | 31q | +198.9%+$21.7M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $32.2M | 206,136 | 0.00% | 31q | -3.6%-$1.2M |
| Quantinno Capital Management LP | $31.7M | 203,220 | 0.04% | 19q | +8.7%+$2.5M |
| BANK OF AMERICA CORP /DE/ | $30.1M | 192,610 | 0.00% | 31q | +4.9%+$1.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $29.8M | 191,181 | 0.03% | 30q | +2.8%+$800.9K |
| FMR LLC | $28.2M | 180,968 | 0.00% | 31q | +69.6%+$11.6M |
| GOLDMAN SACHS GROUP INC | $28.0M | 179,184 | 0.00% | 31q | -14.8%-$4.9M |
| NORTHERN TRUST CORP | $26.5M | 169,919 | 0.00% | 31q | -3.4%-$939.7K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $25.9M | 166,257 | 0.41% | 31q | -6.4%-$1.8M |
| MILLENNIUM MANAGEMENT LLC | $25.4M | 162,620 | 0.01% | 11q | -49.7%-$25.0M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $25.3M | 162,073 | 0.11% | 6q | -8.9%-$2.5M |
| Brookfield Corp /ON/ | $24.5M | 156,792 | 0.03% | new | NEW |
| NORGES BANK | $24.3M | 155,686 | 0.00% | 32q | -45.8%-$20.5M |
| NORDEA INVESTMENT MANAGEMENT AB | $22.9M | 147,892 | 0.02% | 26q | +102.1%+$11.6M |
| ROYCE & ASSOCIATES LP | $22.6M | 144,996 | 0.18% | 31q | -16.8%-$4.6M |
| Gotham Asset Management, LLC | $22.2M | 142,299 | 0.05% | 11q | -16.1%-$4.3M |
| VANGUARD FIDUCIARY TRUST CO | $21.4M | 136,878 | 0.00% | 2q | -4.2%-$931.0K |
| AMERIPRISE FINANCIAL INC | $21.4M | 136,872 | 0.00% | 19q | -12.7%-$3.1M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $19.4M | 124,542 | 0.06% | 31q | -23.8%-$6.1M |
| ENVESTNET ASSET MANAGEMENT INC | $18.5M | 118,347 | 0.00% | 31q | +10.8%+$1.8M |
| AMERICAN CAPITAL MANAGEMENT INC | $17.9M | 114,947 | 0.80% | 31q | +6.1%+$1.0M |
| SEI INVESTMENTS CO | $17.6M | 112,779 | 0.02% | 31q | -40.4%-$11.9M |
| Crawford Fund Management, LLC | $17.1M | 109,500 | 2.62% | 3q | +22.8%+$3.2M |
| DF DENT & CO INC | $16.6M | 106,374 | 0.31% | 12q | +3.9%+$624.5K |
| Jupiter Topco LLC | $14.3M | 91,390 | 0.01% | new | FIRST |
| PRINCIPAL FINANCIAL GROUP INC | $11.9M | 76,156 | 0.01% | 31q | -1.2%-$143.1K |
| TUDOR INVESTMENT CORP ET AL | $11.9M | 76,095 | 0.02% | 6q | +90.2%+$5.6M |
| Candriam S.C.A. | $11.6M | 74,445 | 0.05% | new | NEW |
| Allianz Asset Management GmbH | $11.5M | 74,023 | 0.01% | 5q | +173.1%+$7.3M |
| CAPITAL FUND MANAGEMENT S.A. | $10.8M | 69,077 | 0.05% | 5q | +2.8%+$292.1K |
| STIFEL FINANCIAL CORP | $10.5M | 67,188 | 0.01% | 31q | +6.5%+$637.6K |
| LOOMIS SAYLES & CO L P | $10.1M | 64,876 | 0.01% | 7q | +32.5%+$2.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10.0M incl. $7.2M options CALL+PUT | 17,903 | 0.00% | 31q | -31.6%-$4.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $9.7M | 61,984 | 0.00% | 31q | -10.5%-$1.1M |
| PRUDENTIAL FINANCIAL INC | $9.6M | 61,498 | 0.01% | 12q | -6.1%-$624.1K |
| Chicago Capital, LLC | $9.5M | 60,972 | 0.23% | 31q | -17.8%-$2.1M |
| BARLOW WEALTH PARTNERS, LLC | $9.5M | 57,602 | 1.03% | 11q | HELD |
| RHUMBLINE ADVISERS | $8.7M | 55,898 | 0.01% | 31q | -10.8%-$1.1M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $8.6M | 54,859 | 0.01% | 2q | -39.9%-$5.7M |
| IEQ CAPITAL, LLC | $8.4M | 53,907 | 0.04% | 5q | +85.0%+$3.9M |
| CITADEL ADVISORS LLC | $8.1M incl. $3.7M options CALL+PUT | 27,906 | 0.00% | 31q | +18.0%+$1.2M |
| CANADA PENSION PLAN INVESTMENT BOARD | $7.9M | 50,700 | 0.00% | 4q | -2.7%-$218.4K |
| Nuveen, LLC | $7.8M | 49,783 | 0.00% | 6q | -18.1%-$1.7M |
| Mariner, LLC | $7.7M | 49,671 | 0.01% | 16q | +200.6%+$5.2M |
| SG Americas Securities, LLC | $7.6M | 48,845 | 0.00% | 14q | +4.1%+$297.7K |
| Squarepoint Ops LLC | $7.4M | 47,742 | 0.01% | new | NEW |
| ALLIANCEBERNSTEIN L.P. | $6.9M | 41,088 | 0.00% | 31q | +32.7%+$1.7M |
| FIRST TRUST ADVISORS LP | $6.9M | 44,475 | 0.00% | 12q | +72.8%+$2.9M |
| Swiss National Bank | $6.3M | 40,600 | 0.00% | 31q | -16.8%-$1.3M |
| Engineers Gate Manager LP | $6.2M | 39,989 | 0.08% | 11q | +182.2%+$4.0M |
| ALGERT GLOBAL LLC | $5.5M | 35,197 | 0.07% | 20q | -28.1%-$2.1M |
| Creative Planning | $5.4M | 34,701 | 0.00% | 25q | +0.9%+$46.8K |
| AMERICAN CENTURY COMPANIES INC | $5.3M | 33,811 | 0.00% | 16q | -7.7%-$441.7K |
| BENJAMIN EDWARDS INC | $5.2M | 33,499 | 0.05% | 15q | -3.5%-$188.3K |
| Point72 Asset Management, L.P. | $5.1M | 32,754 | 0.01% | 6q | -80.8%-$21.6M |
| XTX Topco Ltd | $5.1M | 32,638 | 0.07% | 10q | +52.9%+$1.8M |
| Quadrature Capital Ltd | $4.9M | 31,566 | 0.04% | 2q | +1540.6%+$4.6M |
| California Public Employees Retirement System | $4.9M | 31,222 | 0.00% | 31q | -6.5%-$336.8K |
| Legal & General Group Plc | $4.3M | 27,422 | 0.00% | 31q | -16.1%-$822.8K |
| BARCLAYS PLC | $4.2M | 26,602 | 0.00% | 31q | -4.8%-$210.3K |
| Y-Intercept (Hong Kong) Ltd | $4.1M | 26,415 | 0.08% | 6q | +175.6%+$2.6M |
| NICHOLAS COMPANY, INC. | $4.1M | 26,185 | 0.07% | 32q | HELD |
| CAXTON ASSOCIATES LLP | $3.8M | 24,236 | 0.07% | 2q | -3.0%-$115.6K |
| MERCER GLOBAL ADVISORS INC /ADV | $3.8M | 24,099 | 0.00% | 6q | +223.7%+$2.6M |
| State of Alaska, Department of Revenue | $3.7M | 23,699 | 0.04% | 23q | +40.5%+$1.1M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $3.7M | 23,623 | 0.00% | 31q | +1.7%+$61.5K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $3.6M | 22,952 | 0.00% | 31q | -22.0%-$1.0M |
| Vident Advisory, LLC | $3.6M | 22,877 | 0.03% | 6q | +5.5%+$185.2K |
| Cerity Partners LLC | $3.6M | 22,838 | 0.00% | 11q | +55.5%+$1.3M |
| Retirement Systems of Alabama | $3.6M | 22,812 | 0.01% | 12q | -19.0%-$832.2K |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $3.5M | 22,310 | 0.01% | 31q | -1.6%-$57.7K |
| MARSHALL WACE, LLP | $3.3M | 21,114 | 0.00% | 3q | +99.5%+$1.6M |
| WELLS FARGO & COMPANY/MN | $3.0M | 19,503 | 0.00% | 31q | -4.4%-$138.5K |
| MidFirst Bank | $2.9M | 18,560 | 0.21% | 3q | -1.3%-$37.8K |
| GHP Investment Advisors, Inc. | $2.9M | 18,361 | 0.11% | 2q | +638.6%+$2.5M |
| LAZARD ASSET MANAGEMENT LLC | $2.9M | 18,309 | 0.00% | 7q | +24.2%+$557.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.8M | 18,661 | 0.00% | 12q | +145.3%+$1.7M |
| Numerai GP LLC | $2.8M | 18,066 | 0.23% | 4q | +38.3%+$779.9K |
| DEARBORN PARTNERS LLC | $2.8M | 17,145 | 0.08% | 8q | +97.5%+$1.4M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-27 | 13G/A | BlackRock, Inc. | 4.9% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Ten percent owners and entities
Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-18 | Mansueto Joseph D | Executive Chairman | Sold | 7,906 | $1.7M ×6 |
| 2026-08-20 | Mansueto Joseph D | Executive Chairman | Sold | 7,250 | $1.6M ×5 |
| 2026-08-17 | Mansueto Joseph D | Executive Chairman | Sold | 7,250 | $1.5M ×2 |
| 2026-08-14 | Mansueto Joseph D | Executive Chairman | Sold | 7,250 | $1.5M ×4 |
| 2026-08-10 | Mansueto Joseph D | Executive Chairman | Sold | 7,250 | $1.5M |
| 2026-08-05 | Mansueto Joseph D | Executive Chairman | Sold | 7,250 | $1.5M ×4 |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 110 | $165.4M | 870,176 | 17 | 29 | 37 | 0.0% |
| Q2 2026 | 422 | $3.8B | 24,275,876 | 63 | 128 | 168 | 0.4% |
| Q1 2026 | 450 | $4.0B | 23,578,309 | 65 | 165 | 166 | 0.2% |
| Q4 2025 | 478 | $5.3B | 24,512,134 | 79 | 142 | 191 | 0.2% |
| Q3 2025 | 454 | $5.9B | 25,216,642 | 54 | 151 | 174 | 0.3% |
| Q2 2025 | 481 | $8.1B | 25,757,314 | 67 | 171 | 154 | 0.1% |
| Q1 2025 | 465 | $7.6B | 25,268,081 | 61 | 178 | 124 | 0.1% |
| Q4 2024 | 454 | $8.7B | 25,751,741 | 52 | 149 | 131 | 0.1% |
| Q3 2024 | 414 | $8.3B | 26,073,580 | 52 | 154 | 102 | 0.1% |
| Q2 2024 | 394 | $7.7B | 26,036,150 | 40 | 129 | 139 | 0.1% |
| Q1 2024 | 390 | $9.2B | 29,846,730 | 50 | 126 | 108 | 0.1% |
| Q4 2023 | 356 | $7.9B | 27,426,236 | 42 | 107 | 121 | 0.4% |
| Q3 2023 | 329 | $6.2B | 26,337,488 | 69 | 94 | 92 | 0.5% |
| Q2 2023 | 295 | $4.8B | 24,444,989 | 27 | 113 | 89 | 0.3% |
| Q1 2023 | 303 | $4.9B | 24,283,361 | 30 | 107 | 93 | 0.1% |
| Q4 2022 | 319 | $5.1B | 23,718,590 | 35 | 103 | 110 | 0.1% |
| Q3 2022 | 303 | $11.7B | 54,878,000 | 29 | 96 | 104 | 0.2% |
| Q2 2022 | 318 | $13.5B | 55,479,639 | 30 | 99 | 117 | 0.3% |
| Q1 2022 | 330 | $16.5B | 60,151,350 | 38 | 116 | 98 | 0.3% |
| Q4 2021 | 336 | $8.8B | 25,595,489 | 46 | 92 | 115 | 0.3% |
| Q3 2021 | 312 | $5.3B | 20,370,993 | 38 | 82 | 108 | 0.2% |
| Q2 2021 | 292 | $5.3B | 20,644,088 | 24 | 111 | 79 | 0.1% |
| Q1 2021 | 304 | $5.4B | 24,016,032 | 39 | 85 | 100 | 0.3% |
| Q4 2020 | 299 | $5.7B | 24,672,565 | 43 | 70 | 105 | 0.4% |
| Q3 2020 | 265 | $4.3B | 26,700,999 | 40 | 94 | 69 | 0.1% |
| Q2 2020 | 247 | $3.5B | 24,635,724 | 53 | 79 | 75 | 0.1% |
| Q1 2020 | 217 | $2.5B | 21,194,705 | 28 | 77 | 73 | 0.1% |
| Q4 2019 | 235 | $3.4B | 22,740,579 | 23 | 69 | 79 | 0.2% |
| Q3 2019 | 240 | $3.4B | 22,888,943 | 29 | 86 | 65 | 0.2% |
| Q2 2019 | 231 | $3.2B | 21,951,763 | 33 | 67 | 85 | 0.3% |
| Q1 2019 | 233 | $2.6B | 20,628,111 | 36 | 70 | 73 | 0.6% |
| Q4 2018 | 221 | $2.3B | 20,512,826 | 5 | 2 | 5 | 0.6% |