Institutional Ownership Morningstar, Inc. (MORN)
This table provides information about the institutional ownership of Morningstar, Inc. (MORN). We have compiled data on the 400 institutions that hold shares in the stock, with a total of 25.7 Million shares, which have been reported (via 13F filing form) to have a value of $7.41 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Select Equity Group, L.P.
New York, NY |
May 15, 2024 Q1 2024 |
2,594,894
shares
|
$748 Million
2.98% of portfolio
|
Q1 2024
Reduced 13.04%
|
|
Vanguard Group Inc
Valley Forge, PA |
May 10, 2024 Q1 2024 |
2,580,713
shares
|
$744 Million
0.02% of portfolio
|
Q1 2024
Added 0.16%
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
2,447,222
shares
|
$705 Million
0.02% of portfolio
|
Q1 2024
Added 2.31%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1,936,979
shares
|
$558 Million
0.05% of portfolio
|
Q1 2024
Added 0.05%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
1,699,151
shares
|
$490 Million
0.05% of portfolio
|
Q1 2024
Added 31.48%
|
|
Bamco Inc
New York, NY |
May 15, 2024 Q1 2024 |
1,308,671
shares
|
$377 Million
1.09% of portfolio
|
Q1 2024
Reduced 1.04%
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2024 Q1 2024 |
1,226,820
shares
|
$354 Million
0.9% of portfolio
|
Q1 2024
Reduced 1.58%
|
|
Massachusetts Financial Services CO
Boston, MA |
May 14, 2024 Q1 2024 |
1,094,680
shares
|
$316 Million
0.11% of portfolio
|
Q1 2024
Added 1.76%
|
|
Atlanta Capital Management CO L L C
Atlanta, GA |
Nov 14, 2022 Q3 2022 |
1,029,605
shares
|
$297 Million
0.97% of portfolio
|
Q3 2022
Added 0.25%
|
|
Wellington Management Group LLP
Boston, MA |
May 15, 2024 Q1 2024 |
790,041
shares
|
$228 Million
0.04% of portfolio
|
Q1 2024
New holding
|
|
State Street Corp
Boston, MA |
May 15, 2024 Q1 2024 |
771,444
shares
|
$222 Million
0.01% of portfolio
|
Q1 2024
Added 4.03%
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 15, 2024 Q1 2024 |
684,743
shares
|
$197 Million
0.03% of portfolio
|
Q1 2024
Reduced 3.78%
|
|
Wasatch Advisors Inc
Salt Lake City, UT |
Apr 18, 2024 Q1 2024 |
562,099
shares
|
$162 Million
0.91% of portfolio
|
Q1 2024
Added 5.27%
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2024 Q1 2024 |
459,385
shares
|
$132 Million
0.01% of portfolio
|
Q1 2024
Added 4.63%
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
381,928
shares
|
$110 Million
0.68% of portfolio
|
Q4 2022
Added 8.88%
|
|
Allspring Global Investments Holdings, LLC
|
Apr 29, 2024 Q1 2024 |
291,490
shares
|
$84 Million
0.14% of portfolio
|
Q1 2024
Added 2.13%
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 10, 2024 Q1 2024 |
267,353
shares
|
$77.1 Million
0.02% of portfolio
|
Q1 2024
Reduced 9.68%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
263,212
shares
|
$75.9 Million
0.01% of portfolio
|
Q1 2024
Reduced 3.42%
|
|
Royce & Associates LP
|
May 13, 2024 Q1 2024 |
224,994
shares
|
$64.9 Million
0.64% of portfolio
|
Q1 2024
Added 0.6%
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
213,753
shares
|
$61.6 Million
0.01% of portfolio
|
Q1 2024
Added 30.89%
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 29, 2024 Q1 2024 |
187,631
shares
|
$54.1 Million
0.04% of portfolio
|
Q1 2024
Reduced 0.18%
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 13, 2024 Q1 2024 |
186,500
shares
|
$53.8 Million
0.09% of portfolio
|
Q1 2024
Reduced 13.62%
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 08, 2024 Q1 2024 |
184,172
shares
|
$53.1 Million
0.01% of portfolio
|
Q1 2024
Added 1.42%
|
|
Northern Trust Corp
Chicago, IL |
May 14, 2024 Q1 2024 |
171,468
shares
|
$49.4 Million
0.01% of portfolio
|
Q1 2024
Reduced 12.04%
|
|
American Capital Management Inc
New York, NY |
May 15, 2024 Q1 2024 |
143,256
shares
|
$41.3 Million
1.42% of portfolio
|
Q1 2024
Added 0.37%
|