Institutional Ownership Morningstar, Inc. (MORN)
This table provides information about the institutional ownership of Morningstar, Inc. (MORN). We have compiled data on the 435 institutions that hold shares in the stock, with a total of 25.8 Million shares, which have been reported (via 13F filing form) to have a value of $8.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
2,293
shares
|
$753,571
0.0% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
2,270
shares
|
$746,012
0.27% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Entropy Technologies, LP
New York, NY |
Jan 28, 2025 Q4 2024 |
2,257
shares
|
$741,740
0.08% of portfolio
|
Q4 2024
Reduced 41.48%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2024 Q3 2024 |
2,254
shares
|
$740,754
0.11% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
2,162
shares
|
$710,519
0.0% of portfolio
|
Q3 2024
Added 215.62%
|
|
|
Gateway Investment Advisers LLC
|
Jan 14, 2025 Q4 2024 |
2,128
shares
|
$699,345
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Securian Asset Management, Inc
|
Nov 13, 2024 Q3 2024 |
2,080
shares
|
$683,571
0.02% of portfolio
|
Q2 2024
Reduced 5.63%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
1,951
shares
|
$641,176
0.04% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,923
shares
|
$631,974
0.0% of portfolio
|
Q3 2024
Added 16.12%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
1,871
shares
|
$614,885
0.04% of portfolio
|
Q4 2023
Reduced 1.78%
|
|
|
Spectrum Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
1,807
shares
|
$593,852
0.28% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
1,771
shares
|
$582,021
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
1,756
shares
|
$577,091
0.0% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
1,734
shares
|
$569,861
0.01% of portfolio
|
Q2 2024
Added 41.55%
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
1,629
shares
|
$535,354
0.01% of portfolio
|
Q4 2024
Reduced 27.86%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,580
shares
|
$519,251
0.06% of portfolio
|
Q3 2024
Added 202.68%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
1,573
shares
|
$516,950
0.01% of portfolio
|
Q2 2024
Reduced 25.87%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
1,562
shares
|
$513,335
0.01% of portfolio
|
Q3 2024
Added 74.53%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
1,540
shares
|
$506,105
0.0% of portfolio
|
Q3 2024
Added 12.57%
|
|
|
Maryland State Retirement & Pension System
|
Nov 12, 2024 Q3 2024 |
1,525
shares
|
$501,176
0.01% of portfolio
|
Q3 2024
Reduced 20.32%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
1,524
shares
|
$500,847
0.01% of portfolio
|
Q3 2024
Added 102.12%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
1,483
shares
|
$487,373
0.0% of portfolio
|
Q3 2024
Reduced 23.44%
|
|
|
Connable Office Inc
|
Nov 06, 2024 Q3 2024 |
1,470
shares
|
$483,100
0.05% of portfolio
|
Q3 2020
Reduced 12.5%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
1,465
shares
|
$481,457
0.11% of portfolio
|
Q3 2024
Reduced 12.85%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
1,464
shares
|
$481,128
0.01% of portfolio
|
Q4 2024
Added 41.45%
|