Morningstar, Inc. (MORN) — Institutional Holders, Q2 2026 (page 5)
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 401 to 421. 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 401–421 of 421
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#401 · 3 sh | 3 | $486.00 | 0.00% | -70.0% |
| 402 | MV CAPITAL MANAGEMENT#402 · 3 sh | 3 | $469.00 | 0.00% | -57.1% |
| 403 | Breakwater Investment Management#403 · 3 sh | 3 | $469.00 | — | 0.0% |
| 404 | Creative Capital Management Investments#404 · 3 sh | 3 | $468.00 | — | New |
| 405 | Whipplewood Advisors#405 · 3 sh | 3 | $468.00 | — | -83.3% |
| 406 | Torren Management#406 · 3 sh | 3 | $468.00 | <0.01% | 0.0% |
| 407 | ACTION POINT FINANCIAL PLANNING#407 · 3 sh | 3 | $468.00 | 0.00% | New |
| 408 | DiNuzzo Private Wealth#408 · 2 sh | 2 | $313.00 | — | 0.0% |
| 409 | JPL Wealth Management#409 · 2 sh | 2 | $313.00 | <0.01% | New |
| 410 | SBI Securities , Ltd.#410 · 2 sh | 2 | $312.00 | — | 0.0% |
| 411 | Cromwell#411 · 2 sh | 2 | $312.00 | <0.01% | 0.0% |
| 412 | Principia Wealth Advisory#412 · 2 sh | 2 | $312.00 | <0.01% | -71.4% |
| 413 | DecisionPoint Financial#413 · 1 sh | 1 | $162.00 | — | New |
| 414 | American Capital Advisory#414 · 1 sh | 1 | $157.00 | — | -75.0% |
| 415 | AdvisorNet Financial#415 · 1 sh | 1 | $156.00 | — | New |
| 416 | Optiver Holding B.V.#416 · 1 sh | 1 | $156.00 | 0.00% | New |
| 417 | LRI Investments#417 · 1 sh | 1 | $156.00 | 0.00% | New |
| 418 | Silver Grove Financial Group#418 · 1 sh | 1 | $156.00 | <0.01% | New |
| 419 | Avion Wealth#419 · 3 sh | 3 | $0.00 | 0.00% | -87.0% |
| 420 | Navigoe#420 · 1 sh | 1 | $0.00 | 0.00% | New |
| 421 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#421 · 22,952 sh | 22,952 | — | — | -22.0% |
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.