Institutional Ownership Morningstar, Inc. (MORN)
This table provides information about the institutional ownership of Morningstar, Inc. (MORN). We have compiled data on the 511 institutions that hold shares in the stock, with a total of 26.5 Million shares, which have been reported (via 13F filing form) to have a value of $6.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
2,633,801
shares
|
$680 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,536,665
shares
|
$655 Million
0.02% of portfolio
|
Q2 2024
Added 3.65%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2,072,978
shares
|
$535 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Bamco Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
1,295,326
shares
|
$335 Million
1.15% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Select Equity Group, L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,113,301
shares
|
$288 Million
1.72% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
Atlanta Capital Management CO L L C
Atlanta, GA |
Nov 14, 2022 Q3 2022 |
1,029,605
shares
|
$266 Million
0.97% of portfolio
|
Q3 2022
Added 0.25%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
912,053
shares
|
$236 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
848,569
shares
|
$219 Million
0.67% of portfolio
|
Q2 2025
Reduced 6.77%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
811,158
shares
|
$210 Million
0.13% of portfolio
|
Q2 2025
Added 49.99%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
784,175
shares
|
$203 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.74%
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
780,841
shares
|
$202 Million
0.05% of portfolio
|
Q2 2025
Reduced 27.69%
|
|
|
Wasatch Advisors Inc
Salt Lake City, UT |
Aug 14, 2025 Q2 2025 |
644,799
shares
|
$167 Million
1.1% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Aug 08, 2025 Q2 2025 |
640,132
shares
|
$165 Million
0.07% of portfolio
|
Q2 2025
Reduced 25.76%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
626,941
shares
|
$162 Million
0.01% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
381,928
shares
|
$98.6 Million
0.68% of portfolio
|
Q4 2022
Added 8.88%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
377,483
shares
|
$97.5 Million
0.02% of portfolio
|
Q2 2025
Added 173.7%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
331,631
shares
|
$85.7 Million
0.02% of portfolio
|
Q2 2025
Added 4.57%
|
|
|
Norges Bank
Oslo, Q8 |
Aug 13, 2025 Q2 2025 |
296,958
shares
|
$76.7 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
293,969
shares
|
$75.9 Million
0.08% of portfolio
|
Q2 2025
Added 691.03%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
280,923
shares
|
$72.6 Million
0.02% of portfolio
|
Q2 2025
Added 266.52%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
265,170
shares
|
$68.5 Million
0.12% of portfolio
|
Q2 2025
Added 12.71%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
212,169
shares
|
$54.8 Million
0.12% of portfolio
|
Q2 2025
Reduced 16.82%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
208,381
shares
|
$53.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Premier Fund Managers LTD
|
Aug 11, 2025 Q2 2025 |
200,807
shares
|
$51.9 Million
2.29% of portfolio
|
Q2 2025
Added 18.07%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
200,763
shares
|
$51.9 Million
0.0% of portfolio
|
Q1 2025
Added 5.3%
|