DOSSIER · 13F Holders · Q4 2025Financial Services · Investment Advice
MORN

MORNINGSTAR INC

459 institutions still hold MORNINGSTAR INC as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 617700109·Investment Advice·459 13F holders·last filed Dec 31, 2025
Market cap
13F value held
$2.8B
visible holders
Holders
459
filers reporting
Concentration
11.76%
Select Equity Group, L.P. #1
top holder share
AI Holders Summary · Q4 2025

459 institutions reported MORN in Q4 2025. Select Equity Group, L.P. leads at 11.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Select Equity Group, L.P.
CIK 0001592643
$331M1.5M1.43%Q4 2025
02
BlackRock, Inc.
CIK 0002012383
$325M2.1M0.00%Q2 2026
03
MORGAN STANLEY
CIK 0000895421
$293M1.7M0.02%Q1 2026
04
WELLINGTON MANAGEMENT GROUP LLP
CIK 0000902219
$281M1.7M0.05%Q1 2026
05
Vanguard Portfolio Management
CIK 0002100121· Index
$178M1.1M0.01%Q1 2026
06
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$167M989K0.00%Q1 2026
07
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$145M859K0.12%Q1 2026
08
BAMCO INC /NY/
CIK 0001017918
$128M760K0.39%Q1 2026
09
STATE STREET CORP
CIK 0000093751
$112M716K0.00%Q2 2026
10
LOS ANGELES CAPITAL MANAGEMENT LLC
CIK 0001177206
$109M645K0.43%Q1 2026
11
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$105M624K0.05%Q1 2026
12
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$101M599K0.01%Q1 2026
13
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$88M518K0.02%Q1 2026
14
TWO SIGMA ADVISERS, LP
CIK 0001478735
$77M354K0.15%Q4 2025
15
RENAISSANCE TECHNOLOGIES LLC
CIK 0001037389
$76M449K0.12%Q1 2026
16
JPMORGAN CHASE & CO
CIK 0000019617
$71M430K0.00%Q1 2026
17
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
CIK 0001164508
$67M395K0.04%Q1 2026
18
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$56M334K0.01%Q1 2026
19
MILLENNIUM MANAGEMENT LLC
CIK 0001273087
$55M323K0.02%Q1 2026
20
VOLORIDGE INVESTMENT MANAGEMENT, LLC
CIK 0001556921
$49M227K0.17%Q4 2025
Page 1 of 23
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Insiders at MORNINGSTAR INC
Mansueto Joseph DLyons William MHolt MichaelFrancis Cheryl AKapoor Kunal