# Companies using Morningstar

We found 7,482 companies that use Morningstar. 1,258 of them name it in their own job posts, and the rest through employees' public profiles. Its share of job posts is shrinking, though 1,358 job posts still named it from October 2025 to August 2026. Investment Manager is the role that names it most often.

Data as of November 9, 2026. Source: Sumble.

## Which companies name Morningstar in the most job posts?

Northwestern Mutual leads with 121 job posts naming Morningstar, followed by BlackRock and RBC. Strittmatter Wealth Management Group is the newest of the five companies in the table, with its first job post naming it in December 2023.

| Company | Job posts | People | Recent job post |
|---|---:|---:|---|
| [Northwestern Mutual](https://sumble.com/orgs/northwestern-mutual) | 121 | 40 | "Running performance reports in appropriate investment systems (Envestnet, Morningstar and NMCIR)" (Private Wealth Analyst , Nov 4, 2026) |
| [BlackRock](https://sumble.com/orgs/blackrock-5d08a3c4) | 117 | 109 | "Exposure to financial data platforms such as Aladdin, Bloomberg, Morningstar or FactSet, or experience with similar analytical tools." (Associate, Investment & Portfolio Solutions (IPS) - Germany, Sep 7, 2026) |
| [RBC](https://sumble.com/orgs/rbc) | 110 | 22 | "Proficient with Morningstar and Microsoft Office, or ability to learn these systems" (Alternative Investments and Funds Specialist, Global Manager Research Asia, Oct 21, 2026) |
| [Strittmatter Wealth Management Group](https://sumble.com/orgs/swmg) | 105 | 0 | "Familiarity with financial planning software, Redtail CRM, Morningstar, Nitrogen, and Pershing 360" (Associate Financial Advisor \| Financial Planning, Nov 4, 2026) |
| [Thrivent](https://sumble.com/orgs/thrivent) | 104 | 11 | "Updates and maintains client information in several planning tools, including Salesforce, MoneyGuide Pro, Morningstar, and others" (Support Advisor - Pacific Northwest Consultants - Spokane, Washington, Nov 7, 2026) |

## Is hiring for Morningstar growing?

Hiring for Morningstar has slowed. 0.68 in every 10,000 job posts named it from June to August 2026, against 0.78 from March to May. Its busiest month was May 2026, at 0.86.

| Month | Job posts naming it | All job posts | Per 10,000 job posts |
|---|---:|---:|---:|
| Oct 2025 | 100 | 1,413,673 | 0.71 |
| Nov 2025 | 129 | 1,822,119 | 0.71 |
| Dec 2025 | 73 | 1,236,103 | 0.59 |
| Jan 2026 | 134 | 1,828,002 | 0.73 |
| Feb 2026 | 124 | 1,856,647 | 0.67 |
| Mar 2026 | 123 | 1,850,711 | 0.66 |
| Apr 2026 | 142 | 1,728,886 | 0.82 |
| May 2026 | 157 | 1,821,509 | 0.86 |
| Jun 2026 | 131 | 1,909,496 | 0.69 |
| Jul 2026 | 125 | 1,815,180 | 0.69 |
| Aug 2026 | 120 | 1,835,698 | 0.65 |

## How many companies named Morningstar in a job post for the first time in recent months?

Morningstar showed up in job posts at 47 companies for the first time from June to August 2026, and 46 in the three months before. That brings the companies naming it for the first time since October 2025 to 181, through August 2026.

| Period | Companies naming it in a job post for the first time |
|---|---:|
| March to May 2026 | 46 |
| June to August 2026 | 47 |
| October 2025 to August 2026 | 181 |

Companies whose first job post naming it appeared in that period. Recruiters, staffing firms and job boards are left out.

## How do we know which companies use Morningstar?

Of the 7,482 companies here, 6,224 are known from what employees list on their profiles. 539 show up in both job posts and employees' profiles.

| How we know | Companies | Share |
|---|---:|---:|
| Job posts name Morningstar | 1,258 | 17% |
| Employees' profiles list Morningstar | 6,224 | 83% |

## What size are the companies that use Morningstar?

Morningstar skews toward smaller firms. 29% of its users are companies with fewer than 50 employees, against 22% on the typical tech page. 1,158 of its companies have more than 5,000 employees.

| Size | Share | Typical tech page |
|---|---:|---:|
| Under 50 employees | 29% | 22% |
| 50 to 999 | 40% | 38% |
| 1,000 to 5,000 | 16% | 17% |
| Over 5,000 | 15% | 23% |

## Where are Morningstar companies based?

More than half of Morningstar companies are in the United States (64%). Its companies are based in 93 countries and territories.

| Country | Companies | Share | Typical tech page |
|---|---:|---:|---:|
| United States | 4,581 | 64% | 43% |
| United Kingdom | 427 | 6% | 6.4% |
| Canada | 291 | 4.1% | 3.6% |
| France | 259 | 3.6% | 4.6% |
| India | 165 | 2.3% | 6.9% |
| Germany | 143 | 2% | 4.4% |

## Which teams work with Morningstar?

Job posts for Morningstar point to investment teams far more than any other, at 76 companies. Next come portfolio management teams (32 companies) and wealth management teams (25).

| Team | Companies |
|---|---:|
| Investment | 76 |
| Portfolio management | 32 |
| Wealth management | 25 |
| Investment management | 24 |
| Investment committee | 21 |
| Investments | 21 |

## Which roles mention Morningstar most?

No single role dominates for Morningstar; Investment Manager leads with 21% of the job posts. The top four roles cover 42% of these job posts.

| Role | Share | Oct 2025 to Aug 2026 | Mar to May 2026 | Jun to Aug 2026 |
|---|---:|---:|---:|---:|
| Investment Manager | 21% | 284 | 77 | 79 |
| Financial Analyst | 8.4% | 114 | 35 | 36 |
| Sales | 6.6% | 90 | 39 | 16 |
| Analyst | 6.3% | 85 | 24 | 32 |
| Product Manager | 3.8% | 52 | 18 | 12 |
| Consultant | 3.6% | 49 | 14 | 16 |

## Which companies started naming Morningstar in job posts recently?

Between April and August 2026, 52 companies with 50 or more employees first named Morningstar in a job post, 8 of them with more than 5,000 employees. Nomura has the most job posts of the new enterprise companies, 12 from April to August.

| Group | Company | Job posts, April to August 2026 |
|---|---|---:|
| Commercial | [Procyon](https://sumble.com/orgs/procyonpartners) | 4 |
| Commercial | [Groupe Premium](https://sumble.com/orgs/groupepremium1) | 3 |
| Commercial | [Sterling Capital Management LLC](https://sumble.com/orgs/sterlingcapitalmanagement) | 3 |
| Commercial | [Salem Five Bank](https://sumble.com/orgs/salem-five-bank) | 2 |
| Commercial | [Monte Bravo](https://sumble.com/orgs/monte-bravo) | 2 |
| Mid-market | [University of Otago](https://sumble.com/orgs/university-of-otago) | 2 |
| Mid-market | [Alexforbes](https://sumble.com/orgs/alexander-forbes-financial-services-holdings) | 1 |
| Mid-market | [Unicaja](https://sumble.com/orgs/unicaja) | 1 |
| Mid-market | [Banque Populaire Rives de Paris](https://sumble.com/orgs/banque-populaire-rives-de-paris) | 1 |
| Mid-market | [PSG Financial Services](https://sumble.com/orgs/psg-financialservices) | 1 |
| Enterprise | [Nomura](https://sumble.com/orgs/nomura) | 12 |
| Enterprise | [Lumen Technologies](https://sumble.com/orgs/lumen-667f951b) | 3 |
| Enterprise | [IDFC FIRST Bank](https://sumble.com/orgs/idfc-first-bank) | 2 |
| Enterprise | [TELUS](https://sumble.com/orgs/telus-international) | 1 |
| Enterprise | [The Citco Group Limited](https://sumble.com/orgs/citco) | 1 |

Companies that named Morningstar in a job post for the first time between April and August 2026, ranked by their job posts in those months. AI-native companies get a group of their own, whatever their size. Recruiters and job boards are left out.

## What else do Morningstar companies use?

eVestment, Morningstar Direct and Charles River show up far more often at Morningstar companies than at companies of the same size. Next is Broadridge: 6.3% of these companies use it, against 0.12% of similar ones.

| Tool | Companies | Also name it | Typical | Times as common |
|---|---:|---:|---:|---:|
| eVestment | 146 | 14% | 0.18% | 78 times |
| Morningstar Direct | 199 | 19% | 0.25% | 77 times |
| Charles River | 109 | 10% | 0.18% | 57 times |
| Broadridge | 66 | 6.3% | 0.12% | 53 times |
| Bloomberg AIM | 67 | 6.4% | 0.16% | 40 times |
| FactSet | 403 | 39% | 0.96% | 40 times |
| Preqin | 69 | 6.6% | 0.16% | 40 times |
| BlackRock Aladdin | 62 | 5.9% | 0.17% | 34 times |

Shares are out of the 1,045 companies whose job posts name Morningstar, not counting firms whose job posts name almost every technology.

## About this data

Sumble built this page. Sumble gives sales, marketing and other GTM teams technographics and hiring signals for the companies they sell to: the technologies each company uses, which teams are hiring and for what, and who reports to whom. That helps a team know who to contact, why now, and what to say.

Sumble covers more than 3.6 million companies, 93 million job posts collected since 2022 and 194 million employee profiles, and tracks more than 37,000 technologies. It finds which technologies a company uses by reading its job posts and its employees' public profiles.

Sumble has a free plan, and the same data is available through its API and MCP server.

A company counts when its own job posts or its employees' public profiles name the technology. Hiring is that technology's share of all job posts collected each month. Quotes are copied word for word from the companies' job posts.

Every figure on this page comes from Sumble's own analysis, and you won't find it outside Sumble.