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 |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
1,452
shares
|
$477,185
0.0% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
1,428
shares
|
$469,297
0.0% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
1,416
shares
|
$465,354
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,396
shares
|
$458,781
0.17% of portfolio
|
Q2 2024
Added 13.22%
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Jan 22, 2025 Q4 2024 |
1,390
shares
|
$456,809
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
1,352
shares
|
$444,321
0.03% of portfolio
|
Q3 2024
Reduced 6.37%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,336
shares
|
$439,063
0.0% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Nebula Research & Development LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,327
shares
|
$436,105
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Jan 31, 2025 Q4 2024 |
1,327
shares
|
$436,105
0.0% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,275
shares
|
$419,016
0.01% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
1,273
shares
|
$418,358
0.0% of portfolio
|
Q3 2024
Added 33.16%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
1,254
shares
|
$412,114
0.0% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
1,248
shares
|
$410,142
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
1,248
shares
|
$410,142
0.01% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Nov 14, 2024 Q3 2024 |
1,247
shares
|
$409,814
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
1,208
shares
|
$396,997
0.0% of portfolio
|
Q3 2024
Added 8.05%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,192
shares
|
$391,738
0.01% of portfolio
|
Q2 2024
Reduced 7.74%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
1,178
shares
|
$387,137
0.01% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Pro Share Advisors LLC
|
Nov 13, 2024 Q3 2024 |
1,176
shares
|
$386,480
0.0% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Capital Investment Counsel, Inc
|
Oct 22, 2024 Q3 2024 |
1,150
shares
|
$377,936
0.05% of portfolio
|
Q1 2021
Reduced 8.0%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
1,144
shares
|
$375,964
0.01% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
1,135
shares
|
$373,006
0.29% of portfolio
|
Q4 2024
Added 12.6%
|
|
|
Kbc Group Nv
|
Jan 22, 2025 Q4 2024 |
1,125
shares
|
$369,720
0.0% of portfolio
|
Q4 2024
Added 63.28%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,121
shares
|
$368,405
0.0% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,114
shares
|
$366,104
0.0% of portfolio
|
Q3 2024
Added 28.34%
|