Institutional Ownership Morningstar, Inc. (MORN)
This table provides information about the institutional ownership of Morningstar, Inc. (MORN). We have compiled data on the 498 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 $7.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
3,781
shares
|
$1.05 Million
0.05% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
3,734
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2023
Reduced 3.64%
|
|
|
Centiva Capital, LP
New York, NY |
May 15, 2025 Q1 2025 |
3,623
shares
|
$1.01 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
3,555
shares
|
$989,534
0.06% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
May 12, 2025 Q1 2025 |
3,534
shares
|
$983,688
0.0% of portfolio
|
Q1 2025
Reduced 9.52%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
3,483
shares
|
$969,493
0.0% of portfolio
|
Q1 2025
Reduced 4.63%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
3,425
shares
|
$953,348
0.0% of portfolio
|
Q2 2025
Added 90.07%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
3,402
shares
|
$946,946
0.07% of portfolio
|
Q1 2025
Added 20.6%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
3,372
shares
|
$938,596
0.0% of portfolio
|
Q1 2025
Added 24.15%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
3,363
shares
|
$936,091
0.0% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
May 14, 2025 Q1 2025 |
3,325
shares
|
$925,513
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
3,195
shares
|
$889,328
0.0% of portfolio
|
Q1 2025
Reduced 29.83%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
3,064
shares
|
$852,864
0.04% of portfolio
|
Q1 2025
Added 2474.79%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
3,021
shares
|
$840,895
0.02% of portfolio
|
Q4 2018
Reduced 5.03%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
3,005
shares
|
$836,441
0.03% of portfolio
|
Q2 2025
Added 247.8%
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
2,991
shares
|
$832,544
0.34% of portfolio
|
Q2 2025
Added 7.13%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
2,959
shares
|
$823,637
0.01% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
2,957
shares
|
$823,080
0.01% of portfolio
|
Q1 2025
Reduced 9.13%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
2,952
shares
|
$821,689
0.01% of portfolio
|
Q1 2025
Added 10.69%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
2,951
shares
|
$821,410
0.01% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
2,905
shares
|
$808,606
0.1% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
2,896
shares
|
$806,101
0.0% of portfolio
|
Q2 2025
Reduced 30.15%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
May 09, 2025 Q1 2025 |
2,849
shares
|
$793,019
0.1% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
2,833
shares
|
$788,565
0.02% of portfolio
|
Q2 2022
Added 6.66%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
May 12, 2025 Q1 2025 |
2,787
shares
|
$775,761
0.0% of portfolio
|
Q3 2023
Reduced 92.84%
|