13F

Stock

Morningstar, Inc.

MORN · held by 13 managers

Reported value

$508.8M

Holders

13

+0 new · −1 exited

Holders’ est. mark

−$3.31M

Price effect on 6 books still in the name

Largest holder

$454.5M

MORGAN STANLEY

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY1.96M$454.5MHeld
BANK OF AMERICA CORP /DE/159.6K$37MHeld
BARCLAYS PLC41.1K$9.52M−$1.42MAdded$4.08M
Henshaw Capital LLC12.5K$2.9M−$1.02MCut−$1.02M
TUDOR INVESTMENT CORP ET AL9.03K$2.09MHeld
OP Asset Management Ltd7.83K$1.82M−$641.3KCut−$1.21M
Sanctuary Advisors, LLC1.74K$404.6K−$132.8KCut−$104.3K
Swiss Life Asset Management Ltd1.26K$293.3K−$58.8KAdded$67.9K
Essential Partners LLC527$122.3K−$38.3KCut−$24.6K
Allworth Financial LP268$62.2KHeld
IFP Advisors, Inc253$58.7KHeld
NEW MEXICO EDUCATIONAL RETIREMENT BOARD5.2K$1.21KHeld
KBC Group NV659$153Held

Who left

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.