Institutional Ownership Morningstar, Inc. (MORN)
This table provides information about the institutional ownership of Morningstar, Inc. (MORN). We have compiled data on the 429 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 $8.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
2,752,013
shares
|
$937 Million
0.02% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,536,665
shares
|
$863 Million
0.02% of portfolio
|
Q2 2024
Added 3.65%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,076,534
shares
|
$707 Million
0.05% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Select Equity Group, L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
1,759,321
shares
|
$599 Million
2.25% of portfolio
|
Q3 2024
Reduced 27.73%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,556,588
shares
|
$530 Million
0.04% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Bamco Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
1,305,588
shares
|
$444 Million
1.13% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Nov 12, 2024 Q3 2024 |
1,201,708
shares
|
$409 Million
0.12% of portfolio
|
Q3 2024
Added 9.3%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
1,043,082
shares
|
$355 Million
0.76% of portfolio
|
Q3 2024
Reduced 7.62%
|
|
|
Atlanta Capital Management CO L L C
Atlanta, GA |
Nov 14, 2022 Q3 2022 |
1,029,605
shares
|
$350 Million
0.97% of portfolio
|
Q3 2022
Added 0.25%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
950,512
shares
|
$323 Million
0.05% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
804,293
shares
|
$274 Million
0.01% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Wasatch Advisors Inc
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
696,023
shares
|
$237 Million
1.1% of portfolio
|
Q3 2024
Added 13.93%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
685,192
shares
|
$233 Million
0.03% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
497,411
shares
|
$169 Million
0.01% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
495,106
shares
|
$168 Million
0.08% of portfolio
|
Q3 2024
Added 54.63%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
381,928
shares
|
$130 Million
0.68% of portfolio
|
Q4 2022
Added 8.88%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
291,859
shares
|
$99.3 Million
0.02% of portfolio
|
Q3 2024
Added 7.27%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
273,398
shares
|
$93 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
215,655
shares
|
$73.4 Million
0.01% of portfolio
|
Q3 2024
Added 26.41%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
202,140
shares
|
$68.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 17.16%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
194,016
shares
|
$66 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Amundi
Paris, I0 |
Nov 13, 2024 Q3 2024 |
192,776
shares
|
$65.6 Million
0.02% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
191,765
shares
|
$65.3 Million
0.01% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Royce & Associates LP
|
Nov 06, 2024 Q3 2024 |
191,290
shares
|
$65.1 Million
0.58% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
183,470
shares
|
$62.4 Million
0.09% of portfolio
|
Q3 2024
Added 3.73%
|