14 institutions reported holding $27.4M of MORNINGSTAR INC (MORN) in SEC 13F filings for 2026-06-30. Largest institutional holders: CONFLUENCE INVESTMENT MANAGEMENT LLC ($25.9M), BRIGHT ROCK CAPITAL MANAGEMENT, LLC ($1.2M), Versant Capital Management, Inc ($151,339), GAMMA Investing LLC ($65,528), Grove Bank & Trust ($24,651). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $25.9M | 166,257 | Trimmed |
| 2 | BRIGHT ROCK CAPITAL MANAGEMENT, LLC | $1.2M | 7,500 | Hold |
| 3 | Versant Capital Management, Inc | $151,339 | 970 | Trimmed |
| 4 | GAMMA Investing LLC | $65,528 | 420 | Trimmed |
| 5 | Grove Bank & Trust | $24,651 | 158 | New |
| 6 | MassMutual Private Wealth & Trust, FSB | $21,999 | 141 | Trimmed |
| 7 | ELEVATION WEALTH PARTNERS, LLC | $19,971 | 128 | Trimmed |
| 8 | Cedar Mountain Advisors, LLC | $12,067 | 77 | Hold |
| 9 | MJT & Associates Financial Advisory Group, Inc. | $5,305 | 34 | New |
| 10 | KERR FINANCIAL PLANNING Corp | $3,867 | 25 | Hold |
| 11 | CoreCap Advisors, LLC | $1,560 | 10 | New |
| 12 | Dogwood Wealth Management LLC | $1,248 | 8 | Trimmed |
| 13 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $0 | 0 | Exited |
| 14 | CONGRESS ASSET MANAGEMENT CO | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30