Who owns Morningstar, Inc.?
Institutional ownership of MORN from SEC Form 13F filings across 285 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
285
13F holders
$2.98B
value, 2026 filers
51.3%
of shares outstanding (19.2M sh)
43
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of MORN's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BAMCO INC /NY/ | 3.5M | $545.9M | 0.8% | 9.3% | +360.7% |
| 2 | BlackRock, Inc. | 2.1M | $324.8M | 0.0% | 5.5% | -11.0% |
| 3 | WELLINGTON MANAGEMENT GROUP LLP | 1.5M | $232.9M | 0.0% | 4% | -10.2% |
| 4 | MORGAN STANLEY | 1.5M | $231.6M | 0.0% | 4% | -14.2% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 950,075 | $148.2M | 0.0% | 2.5% | -9.7% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 894,406 | $139.5M | 0.0% | 2.4% | -54.8% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 578,315 | $90.2M | 0.0% | 1.5% | -3.5% |
| 8 | LOS ANGELES CAPITAL MANAGEMENT LLC | 557,955 | $87.1M | 0.3% | 1.5% | -13.5% |
| 9 | TWO SIGMA INVESTMENTS, LP | 484,249 | $75.6M | 0.1% | 1.3% | -43.7% |
| 10 | JANE STREET GROUP, LLC | 431,301 | $67.3M | 0.0% | 1.1% | +29.2% |
| 11 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 420,742 | $65.6M | 0.0% | 1.1% | +6.5% |
| 12 | Invesco Ltd. | 259,287 | $40.5M | 0.0% | 0.7% | -9.1% |
| 13 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 244,324 | $37.9M | 0.0% | 0.7% | -4.1% |
| 14 | JPMORGAN CHASE & CO | 236,316 | $37.0M | 0.0% | 0.6% | -45.0% |
| 15 | Bank of New York Mellon Corp | 232,481 | $36.3M | 0.0% | 0.6% | +32.8% |
| 16 | UBS Group AG | 209,075 | $32.6M | 0.0% | 0.6% | +198.9% |
| 17 | Sixth Street Partners Management Company, L.P.NEW | 206,136 | $32.2M | 5.6% | 0.5% | new |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 206,136 | $32.2M | 0.0% | 0.5% | -3.6% |
| 19 | Quantinno Capital Management LP | 203,220 | $31.7M | 0.0% | 0.5% | +8.7% |
| 20 | BANK OF AMERICA CORP /DE/ | 192,610 | $30.1M | 0.0% | 0.5% | +4.9% |
| 21 | BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 191,181 | $29.8M | 0.0% | 0.5% | +2.8% |
| 22 | FMR LLC | 180,968 | $28.2M | 0.0% | 0.5% | +69.6% |
| 23 | GOLDMAN SACHS GROUP INC | 179,184 | $28.0M | 0.0% | 0.5% | -14.8% |
| 24 | NORTHERN TRUST CORP | 169,919 | $26.5M | 0.0% | 0.5% | -3.4% |
| 25 | MILLENNIUM MANAGEMENT LLC | 162,620 | $25.4M | 0.0% | 0.4% | -49.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.