Morningstar, Inc. Common Stock — Institutional Ownership
Which tracked institutions hold MORN, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
35
Funds holding
$1030677933
Total value held
Selling
15 added/new · 19 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $324792409 | 2081736 | -256482 | -10.97% |
| 2 | Morgan Stanley | $231555301 | 1484135 | -246414 | -14.24% |
| 3 | State Street Corp | $111784117 | 716473 | -19101 | -2.60% |
| 4 | Invesco Ltd. | $40453958 | 259287 | +259287 | NEW BUY |
| 5 | Jpmorgan Chase & Co | $36977594 | 236316 | -193740 | -45.05% |
| 6 | Bank Of New York Mellon Corp | $36271609 | 232481 | +57475 | +32.84% |
| 7 | Ubs Group Ag | $32619882 | 209075 | +209075 | NEW BUY |
| 8 | Bank Of America Corp /De/ | $30051078 | 192610 | +9035 | +4.92% |
| 9 | Goldman Sachs Group Inc | $27956307 | 179184 | -31218 | -14.84% |
| 10 | Northern Trust Corp | $26510762 | 169919 | -6023 | -3.42% |
| 11 | Brookfield Corp /On/ | $24462688 | 156792 | +156792 | NEW BUY |
| 12 | Ameriprise Financial Inc | $21354805 | 136872 | +136872 | NEW BUY |
| 13 | Sei Investments Co | $17595242 | 112779 | -76523 | -40.42% |
| 14 | Janus Henderson Group Plc | $15198646 | 89885 | +89885 | NEW BUY |
| 15 | Principal Financial Group Inc | $11881860 | 76156 | -917 | -1.19% |
| 16 | Stifel Financial Corp | $10482413 | 67188 | +67188 | NEW BUY |
| 17 | Prudential Financial Inc | $9594918 | 61498 | -4000 | -6.11% |
| 18 | Barclays Plc | $4150446 | 26602 | -1348 | -4.82% |
| 19 | Wells Fargo & Company/Mn | $3042765 | 19503 | -888 | -4.35% |
| 20 | Citigroup Inc | $2752352 | 17641 | +5255 | +42.43% |
| 21 | Franklin Resources Inc | $2127177 | 13634 | +13634 | NEW BUY |
| 22 | Royal Bank Of Canada | $2117000 | 13567 | -8904 | -39.62% |
| 23 | Raymond James Financial Inc | $1607152 | 10301 | -47062 | -82.04% |
| 24 | Truist Financial Corp | $1011177 | 6481 | -653 | -9.15% |
| 25 | Us Bancorp \De\ | $999620 | 6407 | -278 | -4.16% |
| 26 | Fifth Third Bancorp | $921267 | 5905 | -1028 | -14.83% |
| 27 | Jefferies Financial Group Inc. | $573529 | 3676 | +3676 | NEW BUY |
| 28 | Bank Of Montreal /Can/ | $515646 | 3305 | -1854 | -35.94% |
| 29 | M&T Bank Corp | $511278 | 3277 | -451 | -12.10% |
| 30 | Federated Hermes, Inc. | $434984 | 2788 | +2788 | NEW BUY |
| 31 | Citizens Financial Group Inc/Ri | $226229 | 1450 | +1450 | NEW BUY |
| 32 | Pnc Financial Services Group, Inc. | $107965 | 692 | -315 | -31.28% |
| 33 | Atlantic Union Bankshares Corp | $31204 | 200 | — | Held |
| 34 | Zions Bancorporation, National Association /Ut/ | $2964 | 19 | +19 | NEW BUY |
| 35 | Amalgamated Financial Corp. | $1589 | 5818 | +5818 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.