MORN — Morningstar Inc Institutional Holders · Q3 2026
Who owns Morningstar Inc (MORN)? 17 institutions reported holding $30.66M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Confluence Investment Management LLC ($28.4M), Bright Rock Capital Management, LLC ($1.4M), YHB Investment Advisors, Inc. ($397,184).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $28.4M | 149,383 | Trimmed |
| 2 | BRIGHT ROCK CAPITAL MANAGEMENT, LLC | $1.4M | 7,500 | Hold |
| 3 | YHB Investment Advisors, Inc. | $397,184 | 2,090 | Trimmed |
| 4 | Versant Capital Management, Inc | $137,969 | 726 | Trimmed |
| 5 | Farther Finance Advisors, LLC | $123,907 | 652 | Added |
| 6 | GAMMA Investing LLC | $69,365 | 365 | Trimmed |
| 7 | Grove Bank & Trust | $30,026 | 158 | Hold |
| 8 | MassMutual Private Wealth & Trust, FSB | $22,615 | 119 | Trimmed |
| 9 | ELEVATION WEALTH PARTNERS, LLC | $20,715 | 109 | Trimmed |
| 10 | CoreCap Advisors, LLC | $13,683 | 72 | Added |
| 11 | EASTERN BANK | $12,733 | 67 | New |
| 12 | AMERICAN NATIONAL BANK & TRUST | $9,692 | 51 | Trimmed |
| 13 | MJT & Associates Financial Advisory Group, Inc. | $3,421 | 18 | Trimmed |
| 14 | Planning Strategies Inc. | $1,520 | 8 | Trimmed |
| 15 | GK Wealth Management LLC | $258 | 1 | New |
| 16 | Apeiron RIA LLC | $0 | 0 | Exited |
| 17 | Wealth Enhancement Trust Services, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30