Who Owns Morningstar Inc
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Morningstar Inc.
Who crossed 5% of MORN →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| BRIGHT ROCK CAPITAL MANAGEMENT, LLCCOM7.5K shheld | $1.4M |
| YHB Investment Advisors, Inc.COM2.1K shtrimmed | $397.2K |
| Farther Finance Advisors, LLCStock652 shadded | $123.9K |
| GAMMA Investing LLCCommon Stock365 shtrimmed | $69.4K |
| Grove Bank & TrustCOM158 shheld | $30K |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock119 shtrimmed | $22.6K |
| ELEVATION WEALTH PARTNERS, LLCCOM109 shtrimmed | $20.7K |
| CoreCap Advisors, LLCStock72 shadded | $13.7K |
| EASTERN BANKCOM67 sh— | $12.7K |
| AMERICAN NATIONAL BANK & TRUSTCOM51 shtrimmed | $9.7K |
| MJT & Associates Financial Advisory Group, Inc.Stock18 shtrimmed | $3.4K |
| GK Wealth Management LLCCOM1 sh— | $258 |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
More on MORN
Follow Morningstar Inc (MORN) by email
New trades in Morningstar Inc (MORN) by members of Congress, insiders and funds, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.