Morningstar annual total assets
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2025
Morningstar Total Assets Growth & History (MORN)
Morningstar's total assets was $3.59B for fiscal 2025.
View full Morningstar company overviewMorningstar annual total assets history
| Fiscal year | Period ended | Total assets | Change | Growth |
|---|---|---|---|---|
| 2025 | 2025-12-31 | $3.59B | $41.3M | +1.16% |
| 2024 | 2024-12-31 | $3.55B | $145.5M | +4.28% |
| 2023 | 2023-12-31 | $3.40B | −$71.4M | −2.05% |
| 2022 | 2022-12-31 | $3.47B | $612.1M | +21.38% |
| 2021 | 2021-12-31 | $2.86B | $166.7M | +6.18% |
| 2020 | 2020-12-31 | $2.70B | $325.1M | +13.71% |
| 2019 | 2019-12-31 | $2.37B | $917.1M | +63.08% |
| 2018 | 2018-12-31 | $1.45B | $48.1M | +3.42% |
| 2017 | 2017-12-31 | $1.41B | $54.8M | +4.06% |
| 2016 | 2016-12-31 | $1.35B | $321.9M | +31.28% |
| 2015 | 2015-12-31 | $1.03B | $18.7M | +1.85% |
| 2014 | 2014-12-31 | $1.01B | −$20.4M | −1.98% |
| 2013 | 2013-12-31 | $1.03B | −$11.3M | −1.08% |
| 2012 | 2012-12-31 | $1.04B | −$130.1M | −11.10% |
| 2011 | 2011-12-31 | $1.17B | $85.8M | +7.90% |
| 2010 | 2010-12-31 | $1.09B | $167.2M | +18.19% |
| 2009 | 2009-12-31 | $919.1M | — | — |
Morningstar quarterly total assets
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| Fiscal quarter | Period ended | Total assets | Change | YoY change |
|---|---|---|---|---|
| Q2 2026 | 2026-06-30 | $3.95B | $315.2M | +8.68% |
| Q1 2026 | 2026-03-31 | $3.99B | $400.0M | +11.15% |
| Q4 2025 | 2025-12-31 | $3.59B | $41.3M | +1.16% |
| Q3 2025 | 2025-09-30 | $3.56B | −$8.7M | −0.24% |
| Q2 2025 | 2025-06-30 | $3.63B | $227.0M | +6.67% |
| Q1 2025 | 2025-03-31 | $3.59B | $196.9M | +5.81% |
| Q4 2024 | 2024-12-31 | $3.55B | $145.5M | +4.28% |
| Q3 2024 | 2024-09-30 | $3.57B | $222.2M | +6.64% |
| Q2 2024 | 2024-06-30 | $3.40B | −$54.4M | −1.57% |
| Q1 2024 | 2024-03-31 | $3.39B | −$61.3M | −1.78% |
| Q4 2023 | 2023-12-31 | $3.40B | −$71.4M | −2.05% |
| Q3 2023 | 2023-09-30 | $3.34B | −$71.0M | −2.08% |
| Q2 2023 | 2023-06-30 | $3.46B | −$8.0M | −0.23% |
| Q1 2023 | 2023-03-31 | $3.45B | $581.3M | +20.26% |
| Q4 2022 | 2022-12-31 | $3.47B | $612.1M | +21.38% |
| Q3 2022 | 2022-09-30 | $3.42B | $670.7M | +24.44% |
| Q2 2022 | 2022-06-30 | $3.47B | $753.9M | +27.80% |
| Q1 2022 | 2022-03-31 | $2.87B | $194.1M | +7.26% |
| Q4 2021 | 2021-12-31 | $2.86B | $166.7M | +6.18% |
| Q3 2021 | 2021-09-30 | $2.74B | — | — |
| Q2 2021 | 2021-06-30 | $2.71B | $361.1M | +15.36% |
| Q1 2021 | 2021-03-31 | $2.68B | $383.3M | +16.72% |
| Q4 2020 | 2020-12-31 | $2.70B | $325.1M | +13.71% |
| Q2 2020 | 2020-06-30 | $2.35B | $778.6M | +49.52% |
| Q1 2020 | 2020-03-31 | $2.29B | $740.4M | +47.72% |
| Q4 2019 | 2019-12-31 | $2.37B | $917.1M | +63.08% |
| Q3 2019 | 2019-09-30 | $2.28B | $843.0M | +58.56% |
| Q2 2019 | 2019-06-30 | $1.57B | $145.1M | +10.17% |
| Q1 2019 | 2019-03-31 | $1.55B | $115.1M | +8.01% |
| Q4 2018 | 2018-12-31 | $1.45B | $48.1M | +3.42% |
| Q3 2018 | 2018-09-30 | $1.44B | $55.8M | +4.03% |
| Q2 2018 | 2018-06-30 | $1.43B | $51.2M | +3.72% |
| Q1 2018 | 2018-03-31 | $1.44B | $80.9M | +5.97% |
| Q4 2017 | 2017-12-31 | $1.41B | $54.8M | +4.06% |
| Q3 2017 | 2017-09-30 | $1.38B | $324.2M | +30.60% |
| Q2 2017 | 2017-06-30 | $1.38B | $324.0M | +30.80% |
| Q1 2017 | 2017-03-31 | $1.36B | $322.9M | +31.27% |
| Q4 2016 | 2016-12-31 | $1.35B | $321.9M | +31.28% |
| Q3 2016 | 2016-09-30 | $1.06B | $35.9M | +3.51% |
| Q2 2016 | 2016-06-30 | $1.05B | $4.4M | +0.42% |
| Q1 2016 | 2016-03-31 | $1.03B | $6.9M | +0.67% |
| Q4 2015 | 2015-12-31 | $1.03B | $18.7M | +1.85% |
| Q3 2015 | 2015-09-30 | $1.02B | $3.4M | +0.34% |
| Q2 2015 | 2015-06-30 | $1.05B | −$3.6M | −0.34% |
| Q1 2015 | 2015-03-31 | $1.03B | $18.4M | +1.82% |
| Q4 2014 | 2014-12-31 | $1.01B | −$20.4M | −1.98% |
| Q3 2014 | 2014-09-30 | $1.02B | −$54.0M | −5.02% |
| Q2 2014 | 2014-06-30 | $1.05B | $12.2M | +1.17% |
| Q1 2014 | 2014-03-31 | $1.01B | −$38.1M | −3.65% |
| Q4 2013 | 2013-12-31 | $1.03B | −$11.3M | −1.08% |
| Q3 2013 | 2013-09-30 | $1.07B | $12.8M | +1.20% |
| Q2 2013 | 2013-06-30 | $1.04B | −$66.7M | −6.03% |
| Q1 2013 | 2013-03-31 | $1.05B | −$120.8M | −10.36% |
| Q4 2012 | 2012-12-31 | $1.04B | −$130.1M | −11.10% |
| Q3 2012 | 2012-09-30 | $1.06B | −$72.9M | −6.43% |
| Q2 2012 | 2012-06-30 | $1.11B | −$47.3M | −4.10% |
| Q1 2012 | 2012-03-31 | $1.17B | $56.2M | +5.06% |
| Q4 2011 | 2011-12-31 | $1.17B | $85.8M | +7.90% |
| Q3 2011 | 2011-09-30 | $1.13B | $108.1M | +10.53% |
| Q2 2011 | 2011-06-30 | $1.15B | $190.5M | +19.80% |
| Q1 2011 | 2011-03-31 | $1.11B | — | — |
| Q4 2010 | 2010-12-31 | $1.09B | $167.2M | +18.19% |
| Q3 2010 | 2010-09-30 | $1.03B | — | — |
| Q2 2010 | 2010-06-30 | $962.5M | — | — |
| Q4 2009 | 2009-12-31 | $919.1M | — | — |
Morningstar total assets trends
Over the last five fiscal years, Morningstar's total assets increased from $2.70B to $3.59B, a change of $894.2M. The latest reported quarter, Q2 2026, shows $3.95B.
About the metric
What total assets mean
Total assets are the resources a company controls at a reporting-period end, including cash, investments, receivables, inventory, property, intangible assets, and other reported assets. The composition of assets differs substantially by industry.
Calculation and source
SEC-reported total assets
TickerStat uses total assets reported in company SEC filings. When a filer provides the equivalent balance-sheet total as liabilities and equity, that reported amount is used because total assets must equal total liabilities plus equity. Fiscal periods can differ from calendar years, so exact period-end dates are included.
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