Morningstar, Inc. (MORN) — Institutional Holders, Q2 2026 (page 2)
421 institutional investment managers reported a MORN position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $3.8B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 200. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
MORN 13F holders ranked 101–200 of 421
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | GREAT WEST LIFE ASSURANCE#101 · 16,740 sh | 16,740 | $2.6M | <0.01% | -2.2% |
| 102 | AXXCESS WEALTH MANAGEMENT#102 · 16,454 sh | 16,454 | $2.6M | — | New |
| 103 | VANGUARD ASSET MANAGEMENT, Ltd#103 · 16,054 sh | 16,054 | $2.5M | <0.01% | -10.8% |
| 104 | WORLDQUANT MILLENNIUM ADVISORS#104 · 15,895 sh | 15,895 | $2.5M | <0.01% | -55.5% |
| 105 | Focus Partners Wealth#105 · 15,867 sh | 15,867 | $2.5M | <0.01% | -88.2% |
| 106 | MANUFACTURERS LIFE INSURANCE COMPANY, THE#106 · 15,846 sh | 15,846 | $2.5M | <0.01% | -2.0% |
| 107 | BNP PARIBAS FINANCIAL MARKETS#107 · 15,258 sh | 15,258 | $2.4M | <0.01% | -63.8% |
| 108 | Berkeley#108 · 15,202 sh | 15,202 | $2.4M | — | -2.3% |
| 109 | THRIVENT FINANCIAL FOR LUTHERANS#109 · 15,098 sh | 15,098 | $2.4M | <0.01% | -66.9% |
| 110 | STATE OF WISCONSIN INVESTMENT BOARD#110 · 15,090 sh | 15,090 | $2.4M | <0.01% | +27.4% |
| 111 | Cardinal Capital Management#111 · 15,051 sh | 15,051 | $2.3M | — | +9.2% |
| 112 | Schonfeld Strategic Advisors#112 · 14,919 sh | 14,919 | $2.3M | <0.01% | -31.6% |
| 113 | Fluent Financial#113 · 14,362 sh | 14,362 | $2.2M | — | +150.0% |
| 114 | Redwood Investment Management#114 · 13,997 sh | 13,997 | $2.2M | 0.22% | New |
| 115 | FRANKLIN RESOURCES#115 · 13,634 sh | 13,634 | $2.1M | <0.01% | New |
| 116 | Quantbot Technologies#116 · 13,602 sh | 13,602 | $2.1M | 0.08% | +3596.2% |
| 117 | ROYAL BANK OF CANADA#117 · 13,567 sh | 13,567 | $2.1M | <0.01% | -39.6% |
| 118 | Advisory Services Network#118 · 13,457 sh | 13,457 | $2.1M | 0.02% | -3.4% |
| 119 | MML INVESTORS SERVICES#119 · 12,816 sh | 12,816 | $2.0M | <0.01% | +43.4% |
| 120 | LPL Financial#120 · 12,407 sh | 12,407 | $1.9M | <0.01% | -20.7% |
| 121 | NEW YORK STATE COMMON RETIREMENT FUND#121 · 11,955 sh | 11,955 | $1.9M | <0.01% | +15.5% |
| 122 | AZZAD ASSET MANAGEMENT#122 · 11,779 sh | 11,779 | $1.8M | 0.16% | +717.4% |
| 123 | Henshaw Capital#123 · 11,672 sh | 11,672 | $1.8M | 0.06% | +0.3% |
| 124 | CAPTRUST FINANCIAL ADVISORS#124 · 11,372 sh | 11,372 | $1.8M | <0.01% | +39.2% |
| 125 | MEEDER ASSET MANAGEMENT#125 · 11,232 sh | 11,232 | $1.8M | 0.09% | -79.8% |
| 126 | Universal- Beteiligungs- und Servicegesellschaft mbH#126 · 10,827 sh | 10,827 | $1.7M | <0.01% | +144.2% |
| 127 | Corient Private Wealth#127 · 10,796 sh | 10,796 | $1.7M | <0.01% | -43.6% |
| 128 | VOYA INVESTMENT MANAGEMENT#128 · 10,735 sh | 10,735 | $1.7M | <0.01% | +1.8% |
| 129 | MetLife Investment Management#129 · 10,625 sh | 10,625 | $1.7M | <0.01% | -10.9% |
| 130 | RAYMOND JAMES FINANCIAL#130 · 10,301 sh | 10,301 | $1.6M | <0.01% | -82.0% |
| 131 | Summit Trail Advisors#131 · 9,943 sh | 9,943 | $1.6M | 0.02% | +3.2% |
| 132 | AMALGAMATED BANK#132 · 9,900 sh | 9,900 | $1.5M | — | -7.6% |
| 133 | State of Tennessee, Treasury Department#133 · 9,854 sh | 9,854 | $1.5M | <0.01% | -1.8% |
| 134 | Brevan Howard Capital Management#134 · 9,535 sh | 9,535 | $1.5M | 0.01% | +120.2% |
| 135 | Aurora Investment Counsel#135 · 9,515 sh | 9,515 | $1.5M | 0.76% | -0.1% |
| 136 | JONES FINANCIAL COMPANIES LLLP#136 · 9,548 sh | 9,548 | $1.5M | <0.01% | -28.2% |
| 137 | DEARBORN PARTNERS#137 · 8,680 sh | 8,680 | $1.5M | 0.08% | 0.0% |
| 138 | VIRGINIA RETIREMENT SYSTEMS ET Al#138 · 9,400 sh | 9,400 | $1.5M | — | +46.9% |
| 139 | Motley Fool Asset Management#139 · 9,373 sh | 9,373 | $1.5M | — | -3.9% |
| 140 | Savant Capital#140 · 7,400 sh | 7,400 | $1.4M | <0.01% | New |
| 141 | SRS Capital Advisors#141 · 8,810 sh | 8,810 | $1.4M | <0.01% | +1798.7% |
| 142 | OSAIC#142 · 8,718 sh | 8,718 | $1.4M | <0.01% | -61.4% |
| 143 | Linden Thomas Advisory Services#143 · 8,686 sh | 8,686 | $1.4M | — | +70.5% |
| 144 | Police & Firemen's Retirement System of New Jersey#144 · 8,660 sh | 8,660 | $1.4M | 0.01% | -2.7% |
| 145 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC#145 · 8,600 sh | 8,600 | $1.3M | <0.01% | +437.5% |
| 146 | Treasurer of the State of North Carolina#146 · 8,294 sh | 8,294 | $1.3M | <0.01% | -9.3% |
| 147 | Vanguard Global Advisers#147 · 8,245 sh | 8,245 | $1.3M | <0.01% | -10.2% |
| 148 | MUTUAL OF AMERICA CAPITAL MANAGEMENT#148 · 8,163 sh | 8,163 | $1.3M | — | -7.2% |
| 149 | HighTower Advisors#149 · 7,933 sh | 7,933 | $1.2M | <0.01% | -12.6% |
| 150 | Russell Investments Group, Ltd.#150 · 7,900 sh | 7,900 | $1.2M | <0.01% | -19.5% |
| 151 | LEVEL FOUR ADVISORY SERVICES#151 · 7,818 sh | 7,818 | $1.2M | 0.03% | -3.2% |
| 152 | Hillsdale Investment Management#152 · 7,810 sh | 7,810 | $1.2M | 0.03% | +14.7% |
| 153 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY#153 · 7,770 sh | 7,770 | $1.2M | <0.01% | 0.0% |
| 154 | Redmond Asset Management#154 · 7,681 sh | 7,681 | $1.2M | — | -0.3% |
| 155 | Zurich Insurance Group Ltd#155 · 7,500 sh | 7,500 | $1.2M | <0.01% | New |
| 156 | BRIGHT ROCK CAPITAL MANAGEMENT#156 · 7,500 sh | 7,500 | $1.2M | — | 0.0% |
| 157 | Pathstone#157 · 7,275 sh | 7,275 | $1.1M | <0.01% | -19.8% |
| 158 | CEERA INVESTMENTS#158 · 7,136 sh | 7,136 | $1.1M | 0.47% | -4.0% |
| 159 | Empire Life Investments#159 · 7,122 sh | 7,122 | $1.1M | 0.06% | +0.4% |
| 160 | Zurcher Kantonalbank (Zurich Cantonalbank)#160 · 7,031 sh | 7,031 | $1.1M | <0.01% | -21.4% |
| 161 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM#161 · 6,970 sh | 6,970 | $1.1M | — | +47.1% |
| 162 | MOSAIC FAMILY WEALTH PARTNERS#162 · 6,878 sh | 6,878 | $1.1M | 0.07% | New |
| 163 | Hunter Perkins Capital Management#163 · 6,705 sh | 6,705 | $1.0M | 0.23% | +10.0% |
| 164 | Allspring Global Investments#164 · 6,393 sh | 6,393 | $1.0M | <0.01% | -76.7% |
| 165 | State of New Jersey Common Pension Fund D#165 · 6,624 sh | 6,624 | $1.0M | <0.01% | -52.3% |
| 166 | denkapparat Operations GmbH#166 · 6,596 sh | 6,596 | $1.0M | 0.34% | +44.2% |
| 167 | Jump Financial#167 · 6,520 sh | 6,520 | $1.0M | <0.01% | -40.2% |
| 168 | Louisiana State Employees Retirement System#168 · 6,500 sh | 6,500 | $1.0M | — | -3.0% |
| 169 | TRUIST FINANCIAL#169 · 6,481 sh | 6,481 | $1.0M | <0.01% | -9.2% |
| 170 | US BANCORP \DE\#170 · 6,407 sh | 6,407 | $999.6K | <0.01% | -4.2% |
| 171 | Handelsbanken Fonder AB#171 · 6,372 sh | 6,372 | $994.0K | <0.01% | 0.0% |
| 172 | YOUSIF CAPITAL MANAGEMENT#172 · 6,087 sh | 6,087 | $949.7K | — | -9.6% |
| 173 | Mitsubishi UFJ & Banking#173 · 6,085 sh | 6,085 | $949.4K | <0.01% | New |
| 174 | Cetera Investment Advisers#174 · 6,082 sh | 6,082 | $948.9K | <0.01% | +20.6% |
| 175 | WEDBUSH SECURITIES#175 · 6,031 sh | 6,031 | $941.0K | — | +2.7% |
| 176 | FIFTH THIRD BANCORP#176 · 5,905 sh | 5,905 | $921.3K | <0.01% | -14.8% |
| 177 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#177 · 5,785 sh | 5,785 | $902.6K | <0.01% | -9.8% |
| 178 | Toroso Investments#178 · 5,653 sh | 5,653 | $882.0K | <0.01% | +9.2% |
| 179 | D. E. Shaw#179 · 5,594 sh | 5,594 | $872.8K | <0.01% | -72.5% |
| 180 | Arizona State Retirement System#180 · 5,580 sh | 5,580 | $870.6K | <0.01% | -17.7% |
| 181 | Callan Family Office#181 · 5,421 sh | 5,421 | $845.8K | 0.02% | +27.0% |
| 182 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS#182 · 5,280 sh | 5,280 | $823.8K | <0.01% | -8.2% |
| 183 | BRIGHTON JONES#183 · 5,249 sh | 5,249 | $819.0K | 0.02% | +192.7% |
| 184 | Sepio Capital#184 · 5,235 sh | 5,235 | $816.8K | — | -0.2% |
| 185 | Vanguard Investments Australia, Ltd.#185 · 5,212 sh | 5,212 | $813.2K | <0.01% | -18.4% |
| 186 | STATE TREASURER STATE OF MICHIGAN#186 · 5,200 sh | 5,200 | $811.3K | — | -5.5% |
| 187 | NEW MEXICO EDUCATIONAL RETIREMENT BOARD#187 · 5,200 sh | 5,200 | $811.0K | 0.02% | 0.0% |
| 188 | Quinn Opportunity Partners#188 · 5,000 sh | 5,000 | $780.1K | 0.04% | New |
| 189 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY#189 · 4,961 sh | 4,961 | $774.0K | <0.01% | -3.5% |
| 190 | Bradyco#190 · 4,864 sh | 4,864 | $758.9K | 0.87% | 0.0% |
| 191 | Neuberger Berman Group#191 · 4,803 sh | 4,803 | $749.4K | <0.01% | +35.3% |
| 192 | ROTHSCHILD INVESTMENT#192 · 4,633 sh | 4,633 | $722.8K | 0.03% | +1572.6% |
| 193 | KLP KAPITALFORVALTNING AS#193 · 4,600 sh | 4,600 | $717.7K | <0.01% | -17.9% |
| 194 | Merit Financial Group#194 · 4,590 sh | 4,590 | $716.1K | <0.01% | +67.6% |
| 195 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND#195 · 4,586 sh | 4,586 | $715.5K | <0.01% | -2.1% |
| 196 | Advisors Preferred#196 · 4,259 sh | 4,259 | $706.7K | 0.11% | New |
| 197 | AlphaGrep UK Ltd#197 · 4,414 sh | 4,414 | $688.7K | 0.20% | +73.6% |
| 198 | OP Asset Management Ltd#198 · 4,386 sh | 4,386 | $684.3K | <0.01% | -63.9% |
| 199 | HARBOR CAPITAL ADVISORS#199 · 4,278 sh | 4,278 | $667.0K | — | -0.5% |
| 200 | Bridgewater Associates#200 · 4,249 sh | 4,249 | $662.9K | <0.01% | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.