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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
11.9K+ 368.34% |
$2.48M - $2.71M
|
15.1K
$3.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Fluent Financial, LLC
|
BUY
|
- |
11.7KNew |
$2.44M - $2.67M
|
11.7K
$2.48M
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
10.8K+ 17.92% |
$2.25M - $2.46M
|
71K
$15.1M
|
|
|
Jan 09, 2026
Q4 2025
|
Congress Asset Management CO
|
BUY
|
- |
8.42K+ 12.74% |
$1.76M - $1.92M
|
74.5K
$15.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.76K+ 105.84% |
$1.2M - $1.31M
|
11.2K
$2.37M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.18KNew |
$456K - $498K
|
2.18K
$463K
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.98KNew |
$412K - $451K
|
1.98K
$419K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.32KNew |
$276K - $301K
|
1.32K
$280K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.23K+ 45.53% |
$256K - $280K
|
3.92K
$831K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.04K+ 496.65% |
$217K - $237K
|
1.25K
$264K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
948New |
$198K - $216K
|
948
$201K
|
|
|
Jan 14, 2026
Q4 2025
|
Cooper Investors Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
902+ 2.91% |
$188K - $206K
|
31.9K
$6.76M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
515New |
$108K - $118K
|
515
$109K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
104+ 142.47% |
$21.7K - $23.7K
|
177
$37.5K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
103+ 40.23% |
$21.5K - $23.5K
|
359
$76.1K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
94+ 120.51% |
$19.6K - $21.5K
|
172
$36.5K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
61+ 3050.0% |
$12.7K - $13.9K
|
63
$13.4K
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
12New |
$2.51K - $2.74K
|
12
$2.54K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
11New |
$2.3K - $2.51K
|
11
$2.33K
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
5New |
$1.04K - $1.14K
|
5
$1.06K
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
2New |
$418 - $456
|
2
$424
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 0.88% |
$418 - $456
|
230
$48.7K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
990K+ 88.96% |
$229M - $309M
|
2.1M
$446M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
314K+ 106.91% |
$72.8M - $98M
|
608K
$129M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
196K+ 73.76% |
$45.3M - $61M
|
461K
$97.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
147K+ 362.79% |
$34M - $45.8M
|
187K
$39.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
126K+ 78.12% |
$29.1M - $39.1M
|
286K
$60.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Bamco Inc
New York, NY |
BUY
|
- |
119K+ 9.19% |
$27.6M - $37.1M
|
1.41M
$300M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
118K+ 58.63% |
$27.3M - $36.7M
|
318K
$67.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
113K+ 129.38% |
$26.1M - $35.1M
|
200K
$42.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
99K+ 171.62% |
$22.9M - $30.9M
|
157K
$33.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
97K+ 50.1% |
$22.5M - $30.3M
|
291K
$61.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
90.2K+ 262.2% |
$20.9M - $28.1M
|
125K
$26.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
88.5K+ 26.69% |
$20.5M - $27.6M
|
420K
$89M
|
|
|
Nov 14, 2025
Q3 2025
|
Incline Global Management LLC
New York, NY |
BUY
|
- |
67KNew |
$15.5M - $20.9M
|
67K
$14.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
66.5K+ 209.3% |
$15.4M - $20.7M
|
98.3K
$20.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
61.5K+ 44.27% |
$14.3M - $19.2M
|
200K
$42.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
57.6KNew |
$13.3M - $18M
|
57.6K
$12.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
49.2K+ 118.39% |
$11.4M - $15.3M
|
90.8K
$19.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
36.8K+ 77.33% |
$8.52M - $11.5M
|
84.3K
$17.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36.1K+ 479.73% |
$8.38M - $11.3M
|
43.7K
$9.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
30.4K+ 112.14% |
$7.05M - $9.48M
|
57.5K
$12.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
29.1K+ 160.35% |
$6.74M - $9.07M
|
47.2K
$10M
|
|
|
Nov 13, 2025
Q3 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
26.3K+ 120.38% |
$6.09M - $8.19M
|
48.1K
$10.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Touchstone Capital, Inc.
|
BUY
|
- |
26.2KNew |
$6.08M - $8.18M
|
26.2K
$5.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Sea Cliff Partners Management, LP
San Francisco, CA |
BUY
|
- |
26KNew |
$6.02M - $8.11M
|
26K
$5.51M
|
|
|
Nov 17, 2025
Q3 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
25.3KNew |
$5.85M - $7.88M
|
25.3K
$5.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Sone Capital Management, LLC
New York, NY |
BUY
|
- |
24.7K+ 169.43% |
$5.72M - $7.69M
|
39.2K
$8.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
23.7K+ 136.54% |
$5.49M - $7.39M
|
41.1K
$8.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
23.4K+ 75.2% |
$5.43M - $7.31M
|
54.6K
$11.6M
|
|