Institutional Ownership Morningstar, Inc. (MORN)
This table provides information about the institutional ownership of Morningstar, Inc. (MORN). We have compiled data on the 495 institutions that hold shares in the stock, with a total of 26 Million shares, which have been reported (via 13F filing form) to have a value of $5.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
2,610,335
shares
|
$553 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,536,665
shares
|
$538 Million
0.02% of portfolio
|
Q2 2024
Added 3.65%
|
|
|
Select Equity Group, L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
2,103,702
shares
|
$446 Million
2.4% of portfolio
|
Q3 2025
Added 88.96%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,958,965
shares
|
$415 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.5%
|
|
|
Bamco Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
1,414,305
shares
|
$300 Million
0.93% of portfolio
|
Q3 2025
Added 9.19%
|
|
|
Atlanta Capital Management CO L L C
Atlanta, GA |
Nov 14, 2022 Q3 2022 |
1,029,605
shares
|
$218 Million
0.97% of portfolio
|
Q3 2022
Added 0.25%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
765,463
shares
|
$162 Million
0.45% of portfolio
|
Q3 2025
Reduced 9.79%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
763,223
shares
|
$162 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
615,795
shares
|
$131 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
612,826
shares
|
$130 Million
0.03% of portfolio
|
Q3 2025
Reduced 21.52%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
608,244
shares
|
$129 Million
0.09% of portfolio
|
Q3 2025
Added 106.91%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
460,770
shares
|
$97.7 Million
0.15% of portfolio
|
Q3 2025
Added 73.76%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Oct 29, 2025 Q3 2025 |
451,242
shares
|
$95.6 Million
0.03% of portfolio
|
Q3 2025
Reduced 29.51%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
420,127
shares
|
$89 Million
0.02% of portfolio
|
Q3 2025
Added 26.69%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
381,928
shares
|
$80.9 Million
0.68% of portfolio
|
Q4 2022
Added 8.88%
|
|
|
Wasatch Advisors Inc
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
371,883
shares
|
$78.8 Million
0.48% of portfolio
|
Q3 2025
Reduced 42.33%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
318,478
shares
|
$67.5 Million
0.0% of portfolio
|
Q3 2025
Added 58.63%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
298,741
shares
|
$63.3 Million
0.03% of portfolio
|
Q3 2025
Reduced 63.17%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
296,302
shares
|
$62.8 Million
0.01% of portfolio
|
Q3 2025
Added 5.47%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Nov 13, 2025 Q3 2025 |
290,621
shares
|
$61.6 Million
0.05% of portfolio
|
Q3 2025
Added 50.1%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
286,175
shares
|
$60.7 Million
0.11% of portfolio
|
Q3 2025
Added 78.12%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
200,441
shares
|
$42.5 Million
0.05% of portfolio
|
Q3 2025
Added 44.27%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
199,585
shares
|
$42.3 Million
0.65% of portfolio
|
Q3 2025
Added 129.38%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
191,981
shares
|
$40.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.87%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Nov 14, 2025 Q3 2025 |
187,128
shares
|
$39.7 Million
0.16% of portfolio
|
Q3 2025
Added 362.79%
|
|