MORN · Company research
Morningstar, Inc. (MORN): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | 1731446 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 125749 | 14715176 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| SVB WEALTH LLC | 1626116 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18245 | 899113 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| FAIRFIELD, BUSH & CO. | 1116247 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2372 | 877719 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SMITH, MOORE & CO. | 200724 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48556 | 5047913 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Princeton Global Asset Management LLC | 1767349 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4589 | 477090 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Aaron Wealth Advisors LLC | 1812198 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2102 | 327954 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| NICHOLAS COMPANY, INC. | 903949 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26185 | 4085384 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10 | 1560 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Fieldview Capital Management, LLC | 2040221 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2090 | 326082 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MML INVESTORS SERVICES, LLC | 701059 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12816 | 1999528 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| MAI Capital Management | 1040197 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1895 | 295658 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Midway Capital Research & Management | 2115416 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40 | 4158 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| &PARTNERS | 107136 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3755 | 585657 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Independence Bank of Kentucky | 1730479 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 196 | 20376 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23608 | 1164091 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Ayalon Insurance Comp Ltd. | 1642216 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42115 | 4378 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Park Place Capital Corp | 1965810 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4027 | 195954 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 201980 | 31512920 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DiNuzzo Private Wealth, Inc. | 1994563 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 313 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Beaumont Financial Advisors, LLC | 1957394 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 77701 | 8077832 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| JFS WEALTH ADVISORS, LLC | 1568068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5 | 781 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1767 | 275687 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Stillwater Private Wealth, LLC | 2137933 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20161 | 2276 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Mariner, LLC | 1373442 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49671 | 7749702 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| LPL Financial LLC | 1403438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12407 | 1935663 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Nuveen, LLC | 1871926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5913 | 287727 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ALGERT GLOBAL LLC | 1275218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35197 | 5491436 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| QUEST INVESTMENT MANAGEMENT LLC | 1036248 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 284636 | 62030723 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DEUTSCHE BANK AG\ | 948046 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1549 | 241675 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Covestor Ltd | 1909846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 156 | 24 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| ANB BANK | 2067126 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7876 | 921650 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| COMPASS FINANCIAL MANAGEMENT LLC | 2148724 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3338 | 364394 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 112308 | 17522389 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 1509973 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7500 | 1170150 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| MTM Investment Management, LLC | 1831416 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9615 | 467866 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| NICOLET BANKSHARES INC | 1174850 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18952 | 7012998 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| One Capital Management, LLC | 1606588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 109559 | 5565597 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MPWM ADVISORY SOLUTIONS, LLC | 2056693 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 335 | 34827 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Godfrey Financial Associates, Inc. | 2097943 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1545 | 180847 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Berkeley, Inc | 2051965 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15202 | 2371849 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Millstone Evans Group, LLC | 2041943 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1093 | 113628 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| KENSICO CAPITAL MANAGEMENT CORP | 1113000 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 284100 | 44325282 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Farmers National Bank | 1632966 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17700 | 1426089 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | 1936380 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5755 | 434582 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 1287618 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15013 | 1560715 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| New Age Alpha Advisors, LLC | 1764807 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3034 | 473365 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Missouri Trust & Investment Co | 1908186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38340 | 3103623 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Operose Advisors LLC | 1909750 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 659 | 64780 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14104 | 2200509 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| AMALGAMATED BANK | 919192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9900 | 1545 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Corsicana & Co. | 1869923 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45287 | 5299485 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Cedar Mountain Advisors, LLC | 1798986 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 77 | 12067 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| BlueStem Wealth Partners, LLC | 1977465 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 380355 | 32763776 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Mosley Wealth Management | 2011849 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 448 | 44057 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Tradewinds, LLC. | 1932342 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 894 | 11806179 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Integrated Wealth Concepts LLC | 1737109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4076 | 635934 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1021223 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 64565 | 10073431 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1423442 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1966 | 306735 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Gibson Capital, LLC | 1427372 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 842409 | 311725065 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| L & S Advisors Inc | 1392364 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25392 | 2639717 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Silver Grove Financial Group, Inc. | 2111172 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25 | 1235 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 507319 | 79151924 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Fortis Capital Advisors, LLC | 1959790 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6603 | 321302 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 898358 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1783 | 278184 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| DNB Asset Management AS | 1456670 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1327 | 207039 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Peck Wealth Management, LLC | 2135125 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13344 | 1387249 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| BAMCO INC /NY/ | 1017918 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3499146 | 545936759 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Vinva Investment Management Ltd | 1968109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2451 | 555167 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Vanguard Personalized Indexing Management, LLC | 1767306 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3915 | 610818 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| HOLLENCREST CAPITAL MANAGEMENT | 1161722 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4012 | 1484600 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| WFA of San Diego, LLC | 1821407 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29279 | 11251972 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Allspring Global Investments Holdings, LLC | 1890906 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4910 | 795273 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SEI INVESTMENTS CO | 350894 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 96208 | 15010372 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SIGNATUREFD, LLC | 1456048 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 587 | 91584 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| CoreCap Advisors, LLC | 1902501 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2082 | 243596 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| BOSTON FAMILY OFFICE LLC | 1039807 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 90357 | 9394 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MorganRosel Wealth Management, LLC | 1753218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 151049 | 55894160 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Atlantic Union Bankshares Corp | 883948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 200 | 31204 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| LAZARD ASSET MANAGEMENT LLC | 1207017 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18309 | 2856570 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Carr Financial Group Corp | 1931232 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47161 | 17451541 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.