Morningstar, Inc. (MORN) — Institutional Holders, Q2 2026 (page 4)
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 301 to 400. 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 301–400 of 421
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Versant Capital Management#301 · 970 sh | 970 | $151.3K | — | -34.8% |
| 302 | Twin Tree Management#302 · 913 sh | 913 | $142.4K | <0.01% | New |
| 303 | WESTPAC BANKING#303 · 819 sh | 819 | $127.8K | <0.01% | -1.8% |
| 304 | GLOBEFLEX CAPITAL L P#304 · 780 sh | 780 | $121.7K | 0.02% | 0.0% |
| 305 | SIMPLEX TRADING#305 · 739 sh | 739 | $115.3K | <0.01% | New |
| 306 | EXCHANGE TRADED CONCEPTS#306 · 705 sh | 705 | $110.0K | — | +15.6% |
| 307 | Horizon Investments#307 · 707 sh | 707 | $110.0K | <0.01% | +15.1% |
| 308 | PNC FINANCIAL SERVICES GROUP#308 · 692 sh | 692 | $108.0K | <0.01% | -31.3% |
| 309 | KBC Group NV#309 · 659 sh | 659 | $103.0K | — | 0.0% |
| 310 | Basecamp Wealth Advisors#310 · 616 sh | 616 | $96.1K | 0.02% | -0.5% |
| 311 | SIGNATUREFD#311 · 587 sh | 587 | $91.6K | — | -55.8% |
| 312 | Sterling Capital Management#312 · 555 sh | 555 | $86.6K | — | +66.2% |
| 313 | Bayforest Capital Ltd#313 · 499 sh | 499 | $77.9K | 0.07% | New |
| 314 | Farther Finance Advisors#314 · 454 sh | 454 | $70.8K | — | +41.4% |
| 315 | TD Waterhouse Canada#315 · 435 sh | 435 | $70.4K | — | -45.6% |
| 316 | Eurizon Capital SGR S.p.A.#316 · 448 sh | 448 | $69.9K | <0.01% | 0.0% |
| 317 | GAMMA Investing#317 · 420 sh | 420 | $65.5K | — | -23.4% |
| 318 | STRS OHIO#318 · 410 sh | 410 | $64.0K | <0.01% | -19.8% |
| 319 | Rockefeller Capital Management L.P.#319 · 390 sh | 390 | $60.9K | <0.01% | -49.2% |
| 320 | Aster Capital Management (DIFC) Ltd#320 · 380 sh | 380 | $59.3K | 0.01% | +18.0% |
| 321 | UMB Bank, n.a.#321 · 342 sh | 342 | $53.4K | <0.01% | -32.8% |
| 322 | BOKF, NA#322 · 325 sh | 325 | $50.7K | — | -3.3% |
| 323 | IFP Advisors#323 · 315 sh | 315 | $49.1K | — | +45.2% |
| 324 | Global Retirement Partners#324 · 312 sh | 312 | $48.7K | <0.01% | — |
| 325 | True Wealth Design#325 · 312 sh | 312 | $48.7K | — | +221.6% |
| 326 | NISA INVESTMENT ADVISORS#326 · 304 sh | 304 | $47.4K | — | +1588.9% |
| 327 | MIRAE ASSET GLOBAL ETFS Ltd.#327 · 285 sh | 285 | $44.4K | <0.01% | +35.1% |
| 328 | Parkside Financial Bank#328 · 214 sh | 214 | $33.4K | — | +130.1% |
| 329 | Union Bankshares#329 · 200 sh | 200 | $31.2K | <0.01% | 0.0% |
| 330 | Employees Retirement System of Texas#330 · 184 sh | 184 | $29.0K | <0.01% | 0.0% |
| 331 | Steward Partners Investment Advisory#331 · 178 sh | 178 | $27.8K | <0.01% | -52.4% |
| 332 | AMERICAN NATIONAL BANK#332 · 170 sh | 170 | $26.5K | — | 0.0% |
| 333 | WPG Advisers#333 · 159 sh | 159 | $24.8K | — | -12.2% |
| 334 | Grove Bank#334 · 158 sh | 158 | $24.7K | — | New |
| 335 | SJS Investment Consulting#335 · 155 sh | 155 | $24.2K | — | +520.0% |
| 336 | Cassaday & Wealth Management#336 · 155 sh | 155 | $24.2K | — | 0.0% |
| 337 | Covestor Ltd#337 · 156 sh | 156 | $24.0K | 0.01% | -21.2% |
| 338 | MassMutual Private Wealth & , FSB#338 · 141 sh | 141 | $22.0K | — | -30.2% |
| 339 | Transamerica Financial Advisors#339 · 137 sh | 137 | $21.4K | <0.01% | -5.5% |
| 340 | ZRC WEALTH MANAGEMENT#340 · 128 sh | 128 | $20.0K | — | -15.2% |
| 341 | Centerpoint Advisors#341 · 109 sh | 109 | $17.0K | <0.01% | 0.0% |
| 342 | Mitsubishi UFJ Asset Management , Ltd.#342 · 107 sh | 107 | $16.7K | 0.00% | +613.3% |
| 343 | Allied Private Wealth#343 · 100 sh | 100 | $16.5K | 0.01% | — |
| 344 | HUNTINGTON NATIONAL BANK#344 · 102 sh | 102 | $15.9K | <0.01% | +92.5% |
| 345 | Ronald Blue#345 · 99 sh | 99 | $15.4K | — | -58.6% |
| 346 | Salomon & Ludwin#346 · 94 sh | 94 | $15.2K | <0.01% | 0.0% |
| 347 | ASSETMARK#347 · 92 sh | 92 | $14.4K | — | +178.8% |
| 348 | Wealth Enhancement Services#348 · 89 sh | 89 | $13.9K | — | +8800.0% |
| 349 | Hughes Financial Services#349 · 85 sh | 85 | $13.3K | <0.01% | 0.0% |
| 350 | PRIVATE NA#350 · 84 sh | 84 | $13.1K | — | 0.0% |
| 351 | Bradley & Private Wealth Management#351 · 83 sh | 83 | $12.9K | — | 0.0% |
| 352 | Cedar Mountain Advisors#352 · 77 sh | 77 | $12.1K | — | 0.0% |
| 353 | CENTRAL#353 · 75 sh | 75 | $11.7K | <0.01% | 0.0% |
| 354 | Institute for Wealth Management#354 · 73 sh | 73 | $11.4K | <0.01% | New |
| 355 | Pinnacle Wealth Planning Services#355 · 70 sh | 70 | $10.9K | — | -40.2% |
| 356 | Fortitude Family Office#356 · 65 sh | 65 | $10.1K | — | +1525.0% |
| 357 | North Star Investment Management#357 · 62 sh | 62 | $9.7K | — | -84.3% |
| 358 | Quarry#358 · 62 sh | 62 | $9.7K | <0.01% | -89.6% |
| 359 | Quent Capital#359 · 61 sh | 61 | $9.5K | <0.01% | +5.2% |
| 360 | Clearstead Advisors#360 · 60 sh | 60 | $9.4K | <0.01% | +650.0% |
| 361 | Bell Investment Advisors#361 · 57 sh | 57 | $8.9K | <0.01% | -12.3% |
| 362 | Smartleaf Asset Management#362 · 53 sh | 53 | $8.3K | <0.01% | 0.0% |
| 363 | Activest Wealth Management#363 · 52 sh | 52 | $8.1K | — | +766.7% |
| 364 | Cornerstone Planning Group#364 · 48 sh | 48 | $8.0K | — | +182.4% |
| 365 | Buck Wealth Strategies#365 · 45 sh | 45 | $7.0K | <0.01% | New |
| 366 | Capital Advisors, Ltd.#366 · 43 sh | 43 | $7.0K | — | -8.5% |
| 367 | COMPASS FINANCIAL MANAGEMENT#367 · 34 sh | 34 | $6.6K | <0.01% | — |
| 368 | Caitong International Asset Management , Ltd#368 · 41 sh | 41 | $6.4K | <0.01% | New |
| 369 | MJT & Associates Financial Advisory Group#369 · 34 sh | 34 | $5.3K | — | New |
| 370 | CREATIVE FINANCIAL DESIGNS#370 · 33 sh | 33 | $5.1K | <0.01% | -13.2% |
| 371 | TD PRIVATE CLIENT WEALTH#371 · 31 sh | 31 | $4.8K | <0.01% | +34.8% |
| 372 | Frazier Financial Advisors#372 · 31 sh | 31 | $4.8K | <0.01% | 0.0% |
| 373 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#373 · 30 sh | 30 | $4.7K | 0.00% | -40.0% |
| 374 | CVA Family Office#374 · 28 sh | 28 | $4.4K | <0.01% | -89.1% |
| 375 | James T. Borello RIA#375 · 28 sh | 28 | $4.4K | — | -26.3% |
| 376 | High Note Wealth#376 · 25 sh | 25 | $3.9K | — | 0.0% |
| 377 | KERR FINANCIAL PLANNING#377 · 25 sh | 25 | $3.9K | <0.01% | 0.0% |
| 378 | FARMERS & MERCHANTS INVESTMENTS#378 · 22 sh | 22 | $3.4K | — | 0.0% |
| 379 | Manchester Capital Management#379 · 19 sh | 19 | $3.0K | — | -53.7% |
| 380 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#380 · 19 sh | 19 | $3.0K | <0.01% | 0.0% |
| 381 | Fulcrum Asset Management LLP#381 · 19 sh | 19 | $3.0K | <0.01% | New |
| 382 | CBIZ Investment Advisory Services#382 · 16 sh | 16 | $2.7K | <0.01% | 0.0% |
| 383 | Atlantic Private Wealth#383 · 16 sh | 16 | $2.5K | <0.01% | 0.0% |
| 384 | GROUP ONE TRADING, L.P.#384 · 15 sh | 15 | $2.3K | 0.00% | New |
| 385 | WOLFF WIESE MAGANA#385 · 12 sh | 12 | $1.9K | — | 0.0% |
| 386 | Planning Strategies#386 · 12 sh | 12 | $1.9K | — | — |
| 387 | CoreCap Advisors#387 · 10 sh | 10 | $1.6K | — | New |
| 388 | Keating Financial Advisory Services#388 · 10 sh | 10 | $1.6K | <0.01% | -28.6% |
| 389 | HORIZON FINANCIAL SERVICES#389 · 8 sh | 8 | $1.2K | <0.01% | New |
| 390 | Dogwood Wealth Management#390 · 8 sh | 8 | $1.2K | <0.01% | -71.4% |
| 391 | Kilter Group#391 · 7 sh | 7 | $1.1K | <0.01% | 0.0% |
| 392 | SHP Wealth Management#392 · 6 sh | 6 | $936.00 | <0.01% | +200.0% |
| 393 | WHITTIER OF NEVADA#393 · 5 sh | 5 | $855.00 | 0.00% | 0.0% |
| 394 | JFS WEALTH ADVISORS#394 · 5 sh | 5 | $781.00 | 0.00% | 0.0% |
| 395 | Burk#395 · 5 sh | 5 | $780.00 | <0.01% | 0.0% |
| 396 | Cornerstone Financial Management#396 · 5 sh | 5 | $780.00 | <0.01% | 0.0% |
| 397 | Quaker Wealth Management#397 · 4 sh | 4 | $625.00 | — | 0.0% |
| 398 | Private Wealth Management Group#398 · 4 sh | 4 | $625.00 | — | -33.3% |
| 399 | HFM Investment Advisors#399 · 4 sh | 4 | $625.00 | <0.01% | New |
| 400 | Rossby Financial, LCC#400 · 4 sh | 4 | $624.00 | <0.01% | +100.0% |
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.