Latest Institutional Purchases of Morningstar, Inc. (MORN)
This list provides information on the latest institutional transactions involving Morningstar, Inc. (MORN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
297KNew |
$75.8M - $93.2M
|
297K
$76.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
270K+ 49.99% |
$69M - $84.9M
|
811K
$210M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
257K+ 691.03% |
$65.6M - $80.6M
|
294K
$75.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
240K+ 173.7% |
$61.2M - $75.2M
|
377K
$97.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
204K+ 266.52% |
$52.2M - $64.1M
|
281K
$72.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Amundi
Paris, I0 |
BUY
|
- |
162K+ 22716.41% |
$41.4M - $50.8M
|
163K
$42M
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
105KNew |
$26.9M - $33.1M
|
105K
$27.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
66.8K+ 180.18% |
$17.1M - $21M
|
104K
$26.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
62.6K+ 103.14% |
$16M - $19.6M
|
123K
$31.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
56.3K+ 50.94% |
$14.4M - $17.7M
|
167K
$43.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
51.4K+ 58.81% |
$13.1M - $16.2M
|
139K
$35.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
50.6KNew |
$12.9M - $15.9M
|
50.6K
$13.1M
|
|
|
Aug 14, 2025
Q2 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
50.5K+ 55.07% |
$12.9M - $15.9M
|
142K
$36.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
47.5K+ 41.99% |
$12.1M - $14.9M
|
161K
$41.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
47K+ 879.82% |
$12M - $14.8M
|
52.3K
$13.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
40.7K+ 15972.16% |
$10.4M - $12.8M
|
41K
$10.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
39.2K+ 3158.26% |
$10M - $12.3M
|
40.4K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
38.5K+ 367.86% |
$9.83M - $12.1M
|
49K
$12.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Premier Fund Managers LTD
|
BUY
|
- |
30.7K+ 18.07% |
$7.85M - $9.65M
|
201K
$51.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
30.7K+ 18.83% |
$7.83M - $9.63M
|
194K
$50M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
29.9K+ 12.71% |
$7.63M - $9.39M
|
265K
$68.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
29.1KNew |
$7.42M - $9.13M
|
29.1K
$7.51M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
28.8K+ 190.2% |
$7.34M - $9.03M
|
43.9K
$11.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
26.5K+ 166.79% |
$6.77M - $8.33M
|
42.4K
$11M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
22.1K+ 20.21% |
$5.64M - $6.93M
|
131K
$33.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Van Eck Associates Corp
|
BUY
|
- |
20.8KNew |
$5.31M - $6.53M
|
20.8K
$5.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
20.2KNew |
$5.16M - $6.35M
|
20.2K
$5.22M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
17KNew |
$4.35M - $5.34M
|
17K
$4.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
16.7KNew |
$4.27M - $5.25M
|
16.7K
$4.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
16.2K+ 74.47% |
$4.14M - $5.09M
|
38K
$9.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
15.1KNew |
$3.84M - $4.73M
|
15.1K
$3.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.6K+ 85.22% |
$3.73M - $4.59M
|
31.8K
$8.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
14.5K+ 4.57% |
$3.7M - $4.55M
|
332K
$85.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.8K+ 66.97% |
$3.52M - $4.33M
|
34.4K
$8.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.7K+ 44.7% |
$3.49M - $4.29M
|
44.3K
$11.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
12.4K+ 33.63% |
$3.15M - $3.88M
|
49.1K
$12.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
11.4K+ 1.85% |
$2.91M - $3.58M
|
627K
$162M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
10.1K+ 48.15% |
$2.58M - $3.18M
|
31.1K
$8.04M
|
|
|
Aug 13, 2025
Q2 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
8.6KNew |
$2.2M - $2.7M
|
8.6K
$2.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
8.5K+ 45.76% |
$2.17M - $2.67M
|
27.1K
$6.99M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
8.31K+ 475.17% |
$2.12M - $2.61M
|
10.1K
$2.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
BUY
|
- |
8.12K+ 525.03% |
$2.07M - $2.55M
|
9.66K
$2.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
8.06K+ 42.27% |
$2.06M - $2.53M
|
27.1K
$7M
|
|
|
Aug 14, 2025
Q2 2025
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
7.93K+ 37.24% |
$2.02M - $2.49M
|
29.2K
$7.54M
|
|
|
Aug 07, 2025
Q2 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
7.32KNew |
$1.87M - $2.3M
|
7.32K
$1.89M
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
6.94K+ 82.85% |
$1.77M - $2.18M
|
15.3K
$3.95M
|
|
|
Jul 10, 2025
Q2 2025
|
Cooper Investors Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
6.6K+ 27.06% |
$1.68M - $2.07M
|
31K
$8M
|
|
|
Aug 11, 2025
Q2 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
6.17K+ 230.42% |
$1.58M - $1.94M
|
8.85K
$2.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
6K+ 28.68% |
$1.53M - $1.88M
|
26.9K
$6.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
5.99K+ 15.69% |
$1.53M - $1.88M
|
44.1K
$11.4M
|