Institutional Ownership Morningstar, Inc. (MORN)
This table provides information about the institutional ownership of Morningstar, Inc. (MORN). We have compiled data on the 497 institutions that hold shares in the stock, with a total of 25.6 Million shares, which have been reported (via 13F filing form) to have a value of $7.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
2,660,458
shares
|
$774 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,536,665
shares
|
$738 Million
0.02% of portfolio
|
Q2 2024
Added 3.65%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,101,105
shares
|
$612 Million
0.05% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Bamco Inc
New York, NY |
May 15, 2025 Q1 2025 |
1,299,508
shares
|
$378 Million
1.18% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Select Equity Group, L.P.
New York, NY |
May 15, 2025 Q1 2025 |
1,172,567
shares
|
$341 Million
1.76% of portfolio
|
Q1 2025
Reduced 14.69%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
1,079,805
shares
|
$314 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Atlanta Capital Management CO L L C
Atlanta, GA |
Nov 14, 2022 Q3 2022 |
1,029,605
shares
|
$300 Million
0.97% of portfolio
|
Q3 2022
Added 0.25%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
916,435
shares
|
$267 Million
0.02% of portfolio
|
Q1 2025
Reduced 29.69%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
910,156
shares
|
$265 Million
0.69% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
May 02, 2025 Q1 2025 |
862,259
shares
|
$251 Million
0.09% of portfolio
|
Q1 2025
Reduced 15.16%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
850,005
shares
|
$247 Million
0.01% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Wasatch Advisors Inc
Salt Lake City, UT |
May 15, 2025 Q1 2025 |
664,245
shares
|
$193 Million
1.13% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
615,533
shares
|
$179 Million
0.01% of portfolio
|
Q1 2025
Added 9.64%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
540,795
shares
|
$157 Million
0.09% of portfolio
|
Q1 2025
Added 88.0%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
381,928
shares
|
$111 Million
0.68% of portfolio
|
Q4 2022
Added 8.88%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
317,127
shares
|
$92.3 Million
0.02% of portfolio
|
Q1 2025
Added 3.97%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
255,057
shares
|
$74.2 Million
0.14% of portfolio
|
Q1 2025
Reduced 6.56%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
235,270
shares
|
$68.5 Million
0.11% of portfolio
|
Q1 2025
Added 24.9%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
217,616
shares
|
$63.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
200,763
shares
|
$58.4 Million
0.0% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
196,465
shares
|
$57.2 Million
0.01% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Premier Fund Managers LTD
|
May 08, 2025 Q1 2025 |
170,068
shares
|
$49.5 Million
1.88% of portfolio
|
Q1 2025
Added 13.38%
|
|
|
M&G PLC
London, X0 |
May 13, 2025 Q1 2025 |
168,677
shares
|
$49.1 Million
0.35% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
May 14, 2025 Q1 2025 |
162,936
shares
|
$47.4 Million
0.04% of portfolio
|
Q1 2025
Added 39.08%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
139,069
shares
|
$40.5 Million
0.06% of portfolio
|
Q1 2025
Added 0.23%
|