Morningstar Inc

MORN · US

Held by 2 big investorsLargest: Norway NBIM

Morningstar Inc is held by 2 of the 24 tracked investors in their latest 13F filings. The largest position is Norges Bank's at $24.3M, 0.00% of that portfolio. Versus the prior quarter, 0 added, 1 trimmed and 1 bought new.

Big investors holding this stock

Latest 13F of the 24 tracked investors. Common shares only.

InvestorValue ($)WeightRank in portfoliovs prior quarter
Norges Bank
Norway's sovereign wealth fund · Q2 2026weight 0.00% · Q2 2026
24.3M0.00%#1186▼ 46%
Bridgewater Associates
Hedge fund founded by Ray Dalio · Q2 2026weight 0.00% · Q2 2026
0.7M0.00%#890New
Reported value by investor (13F)
Norway N…$24.3MBridgewa…$662,929

Questions

Which big investors own Morningstar Inc?

Norges Bank ($24.3M), Bridgewater Associates ($662,929), per their latest 13F filings.

Does Warren Buffett own Morningstar Inc?

Berkshire Hathaway did not report it in its latest 13F.

Does Korea's National Pension Service own Morningstar Inc?

Not in its latest 13F.

Restated and computed from SEC (13F, 13D/G, Form 4) and DART filings and NPS public data. Filings describe a past date and may differ from current holdings (13F: quarter end, up to 45 days later). Not investment advice.
Sources: SEC EDGAR, DART, data.go.kr (NPS), OpenFIGI. See Methodology for how figures are computed.