Morningstar, Inc. (MORN) — Institutional Holders, Q2 2026 (page 3)
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 201 to 300. 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 201–300 of 421
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Martin Capital Advisors, LLP#201 · 4,202 sh | 4,202 | $655.6K | — | 0.0% |
| 202 | Caprock Group#202 · 4,201 sh | 4,201 | $655.4K | 0.01% | New |
| 203 | PARK AVENUE SECURITIES#203 · 4,198 sh | 4,198 | $655.0K | — | +8.1% |
| 204 | Integrated Wealth Concepts#204 · 4,076 sh | 4,076 | $635.9K | <0.01% | +60.3% |
| 205 | Ameritas Investment Partners#205 · 4,059 sh | 4,059 | $633.3K | 0.02% | -4.0% |
| 206 | Vanguard Personalized Indexing Management#206 · 3,915 sh | 3,915 | $610.8K | <0.01% | -44.3% |
| 207 | WILEY BROS.-AINTREE CAPITAL#207 · 3,755 sh | 3,755 | $585.7K | <0.01% | +26.4% |
| 208 | RV Capital AG#208 · 3,700 sh | 3,700 | $577.3K | 0.15% | 0.0% |
| 209 | LEUCADIA NATIONAL#209 · 3,676 sh | 3,676 | $573.5K | <0.01% | +16.5% |
| 210 | Vinva Investment Management Ltd#210 · 2,451 sh | 2,451 | $555.2K | <0.01% | New |
| 211 | Kera Capital Partners#211 · 3,551 sh | 3,551 | $554.0K | 0.05% | +36.5% |
| 212 | CSS#212 · 3,520 sh | 3,520 | $549.2K | 0.02% | -36.1% |
| 213 | Keeler Thomas Management#213 · 3,348 sh | 3,348 | $522.4K | 0.19% | +14.3% |
| 214 | Sivia Capital Partners#214 · 3,339 sh | 3,339 | $521.0K | 0.06% | New |
| 215 | Pictet Asset Management Holding SA#215 · 3,326 sh | 3,326 | $518.9K | <0.01% | -19.3% |
| 216 | JOHNSON INVESTMENT COUNSEL#216 · 3,305 sh | 3,305 | $515.6K | <0.01% | -4.1% |
| 217 | BANK OF MONTREAL#217 · 3,305 sh | 3,305 | $515.6K | <0.01% | -35.9% |
| 218 | Sanctuary Advisors#218 · 3,295 sh | 3,295 | $514.0K | <0.01% | +7.2% |
| 219 | VICTORY CAPITAL MANAGEMENT#219 · 3,285 sh | 3,285 | $512.5K | <0.01% | -4.3% |
| 220 | M&T BANK#220 · 3,277 sh | 3,277 | $511.3K | <0.01% | -9.4% |
| 221 | Focus Partners Advisor Solutions#221 · 3,206 sh | 3,206 | $500.2K | <0.01% | New |
| 222 | BLAIR WILLIAM#222 · 3,162 sh | 3,162 | $493.3K | <0.01% | +53.3% |
| 223 | FOX RUN MANAGEMENT, L.L.C.#223 · 3,142 sh | 3,142 | $490.2K | 0.08% | -56.8% |
| 224 | Larson Financial Group#224 · 3,050 sh | 3,050 | $475.9K | 0.01% | +728.8% |
| 225 | New Age Alpha Advisors#225 · 3,034 sh | 3,034 | $473.4K | 0.02% | -77.6% |
| 226 | BRADLEY FOSTER & SARGENT#226 · 3,000 sh | 3,000 | $468.1K | <0.01% | 0.0% |
| 227 | MAI Capital Management#227 · 2,974 sh | 2,974 | $464.0K | <0.01% | +288.8% |
| 228 | Chicago Partners Investment Group#228 · 2,768 sh | 2,768 | $463.8K | — | +13.0% |
| 229 | NewEdge Advisors#229 · 2,907 sh | 2,907 | $453.6K | <0.01% | New |
| 230 | HRT FINANCIAL#230 · 2,876 sh | 2,876 | $448.0K | <0.01% | -93.4% |
| 231 | LSV ASSET MANAGEMENT#231 · 2,800 sh | 2,800 | $437.0K | <0.01% | 0.0% |
| 232 | FEDERATED HERMES#232 · 2,788 sh | 2,788 | $435.0K | <0.01% | +93.6% |
| 233 | Apeiron RIA#233 · 11,767 sh | 11,767 | $432.5K | — | New |
| 234 | AdvisorShares Investments#234 · 2,720 sh | 2,720 | $424.4K | 0.05% | 0.0% |
| 235 | OCCUDO QUANTITATIVE STRATEGIES#235 · 2,717 sh | 2,717 | $423.9K | 0.02% | -23.5% |
| 236 | Intrua Financial#236 · 2,700 sh | 2,700 | $421.3K | 0.04% | New |
| 237 | TEACHER RETIREMENT SYSTEM OF TEXAS#237 · 2,680 sh | 2,680 | $418.1K | <0.01% | -20.0% |
| 238 | XPONANCE#238 · 2,653 sh | 2,653 | $413.9K | <0.01% | -37.2% |
| 239 | NEW YORK LIFE INVESTMENT MANAGEMENT#239 · 2,603 sh | 2,603 | $406.1K | <0.01% | -7.1% |
| 240 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#240 · 2,604 sh | 2,604 | $406.0K | <0.01% | 0.0% |
| 241 | EVERGREEN CAPITAL MANAGEMENT#241 · 2,582 sh | 2,582 | $402.8K | — | +34.0% |
| 242 | Sequoia Financial Advisors#242 · 2,575 sh | 2,575 | $401.8K | <0.01% | +37.6% |
| 243 | Swiss Life Asset Management Ltd#243 · 2,566 sh | 2,566 | $400.3K | <0.01% | +1.9% |
| 244 | HB Wealth Management#244 · 2,562 sh | 2,562 | $399.7K | — | +45.1% |
| 245 | DEUTSCHE BANK AG\#245 · 2,554 sh | 2,554 | $398.5K | <0.01% | +9.4% |
| 246 | Atria Investments#246 · 2,519 sh | 2,519 | $393.0K | — | +17.8% |
| 247 | Bull Harbor Capital#247 · 2,506 sh | 2,506 | $391.0K | 0.08% | New |
| 248 | Pacer Advisors#248 · 2,482 sh | 2,482 | $387.0K | <0.01% | New |
| 249 | iA Global Asset Management#249 · 2,480 sh | 2,480 | $387.0K | <0.01% | New |
| 250 | Daiwa Securities Group#250 · 2,392 sh | 2,392 | $373.2K | <0.01% | -17.5% |
| 251 | YHB Investment Advisors#251 · 2,370 sh | 2,370 | $369.8K | — | -5.4% |
| 252 | PERSONAL CFO SOLUTIONS#252 · 2,345 sh | 2,345 | $365.9K | 0.05% | +27.4% |
| 253 | HSBC PLC#253 · 2,337 sh | 2,337 | $363.6K | <0.01% | -77.0% |
| 254 | Baker Avenue Asset Management#254 · 2,329 sh | 2,329 | $363.4K | <0.01% | +60.4% |
| 255 | HANTZ FINANCIAL SERVICES#255 · 2,307 sh | 2,307 | $360.0K | <0.01% | -45.3% |
| 256 | Tower Research Capital (TRC)#256 · 2,299 sh | 2,299 | $358.7K | <0.01% | +132.5% |
| 257 | Federation des caisses Desjardins du Quebec#257 · 2,227 sh | 2,227 | $347.4K | <0.01% | +14.7% |
| 258 | PLANNING ALTERNATIVES LTD#258 · 2,138 sh | 2,138 | $333.6K | 0.04% | -2.7% |
| 259 | Aaron Wealth Advisors#259 · 2,102 sh | 2,102 | $328.0K | — | -36.7% |
| 260 | Oak Thistle#260 · 2,099 sh | 2,099 | $327.5K | — | -84.3% |
| 261 | Fieldview Capital Management#261 · 2,090 sh | 2,090 | $326.1K | 0.09% | New |
| 262 | Janney Montgomery Scott#262 · 2,045 sh | 2,045 | $319.0K | <0.01% | -8.5% |
| 263 | Krilogy Financial#263 · 2,013 sh | 2,013 | $314.1K | — | New |
| 264 | COMMONWEALTH EQUITY SERVICES#264 · 1,989 sh | 1,989 | $310.4K | <0.01% | -11.7% |
| 265 | O'SHAUGHNESSY ASSET MANAGEMENT#265 · 1,966 sh | 1,966 | $306.7K | <0.01% | -15.3% |
| 266 | TCG Advisory Services#266 · 1,870 sh | 1,870 | $291.8K | <0.01% | New |
| 267 | Spectrum Asset Management, (NB/CA)#267 · 1,829 sh | 1,829 | $285.4K | — | +0.3% |
| 268 | PEAK6#268 · 1,814 sh | 1,814 | $283.0K | <0.01% | New |
| 269 | SECURIAN ASSET MANAGEMENT#269 · 1,627 sh | 1,627 | $280.6K | 0.01% | -6.1% |
| 270 | KORNITZER CAPITAL MANAGEMENT#270 · 1,783 sh | 1,783 | $278.2K | <0.01% | -13.6% |
| 271 | Amundi#271 · 1,767 sh | 1,767 | $275.7K | <0.01% | -0.5% |
| 272 | Bridgefront Capital#272 · 1,700 sh | 1,700 | $265.2K | 0.07% | New |
| 273 | Pallas Capital Advisors#273 · 1,663 sh | 1,663 | $259.5K | <0.01% | New |
| 274 | Caerus Investment Advisors#274 · 1,658 sh | 1,658 | $258.7K | 0.09% | New |
| 275 | Verdence Capital Advisors#275 · 1,624 sh | 1,624 | $253.3K | — | -3.5% |
| 276 | Machina Capital S.A.S.#276 · 1,602 sh | 1,602 | $249.9K | 0.04% | New |
| 277 | HM PAYSON#277 · 1,600 sh | 1,600 | $249.6K | <0.01% | +128.6% |
| 278 | PRINCIPAL SECURITIES#278 · 1,588 sh | 1,588 | $247.8K | <0.01% | +0.1% |
| 279 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#279 · 1,586 sh | 1,586 | $247.4K | — | +26.2% |
| 280 | Catalyst Funds Management Pty Ltd#280 · 1,550 sh | 1,550 | $241.8K | 0.01% | New |
| 281 | NorthCrest Asset Manangement#281 · 1,441 sh | 1,441 | $238.6K | — | New |
| 282 | Allworth Financial#282 · 1,505 sh | 1,505 | $234.8K | <0.01% | +191.7% |
| 283 | VestGen Advisors#283 · 1,492 sh | 1,492 | $232.8K | — | New |
| 284 | Crestwood Advisors Group#284 · 1,481 sh | 1,481 | $231.1K | — | New |
| 285 | WADDELL & ASSOCIATES#285 · 1,470 sh | 1,470 | $229.3K | 0.01% | New |
| 286 | J.W. COLE ADVISORS#286 · 1,465 sh | 1,465 | $228.6K | <0.01% | New |
| 287 | CITIZENS FINANCIAL GROUP#287 · 1,450 sh | 1,450 | $226.2K | — | New |
| 288 | Claret Asset Management#288 · 1,448 sh | 1,448 | $226.0K | 0.02% | New |
| 289 | Diversify Advisory Services#289 · 1,224 sh | 1,224 | $223.4K | — | New |
| 290 | DIVERSIFY WEALTH MANAGEMENT#290 · 1,224 sh | 1,224 | $223.4K | — | -79.4% |
| 291 | Essential Partners#291 · 1,331 sh | 1,331 | $207.7K | — | +112.3% |
| 292 | DnB Asset Management AS#292 · 1,327 sh | 1,327 | $207.0K | <0.01% | 0.0% |
| 293 | 111 Capital#293 · 1,295 sh | 1,295 | $202.0K | 0.03% | New |
| 294 | Nykredit A/S#294 · 1,206 sh | 1,206 | $188.2K | <0.01% | — |
| 295 | State of Wyoming#295 · 1,199 sh | 1,199 | $187.1K | 0.02% | +90.9% |
| 296 | 1620 INVESTMENT ADVISORS#296 · 1,190 sh | 1,190 | $185.7K | 0.12% | New |
| 297 | Parallel Advisors#297 · 1,101 sh | 1,101 | $171.8K | <0.01% | -14.8% |
| 298 | EverSource Wealth Advisors#298 · 1,079 sh | 1,079 | $168.3K | <0.01% | -99.2% |
| 299 | Ensign Peak Advisors#299 · 1,075 sh | 1,075 | $167.7K | <0.01% | -78.7% |
| 300 | BESSEMER GROUP#300 · 1,065 sh | 1,065 | $166.0K | <0.01% | -55.5% |
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.