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 $7.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
2,752
shares
|
$778,265
0.0% of portfolio
|
Q2 2023
Reduced 8.66%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
May 06, 2025 Q1 2025 |
2,679
shares
|
$757,621
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
May 13, 2025 Q1 2025 |
2,677
shares
|
$757,055
0.13% of portfolio
|
Q1 2025
Reduced 44.36%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,670
shares
|
$755,076
0.01% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Covey Capital Advisors, LLC
Atlanta, GA |
Apr 30, 2025 Q1 2025 |
2,604
shares
|
$736,411
0.92% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
2,570
shares
|
$726,796
0.0% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
2,561
shares
|
$724,250
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
2,528
shares
|
$714,918
0.0% of portfolio
|
Q2 2025
Reduced 22.97%
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
2,482
shares
|
$701,909
0.0% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
2,481
shares
|
$701,626
0.02% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
2,468
shares
|
$697,950
0.01% of portfolio
|
Q1 2025
Reduced 12.88%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
2,458
shares
|
$695,122
0.0% of portfolio
|
Q1 2025
Added 284.66%
|
|
|
111 Capital
Paris, I0 |
Jul 21, 2025 Q2 2025 |
2,440
shares
|
$690,032
0.13% of portfolio
|
Q2 2025
Added 110.71%
|
|
|
Planning Alternatives LTD
|
May 09, 2025 Q1 2025 |
2,407
shares
|
$680,699
0.11% of portfolio
|
Q1 2025
Added 6.79%
|
|
|
Twinbeech Capital LP
Purchase, NY |
May 15, 2025 Q1 2025 |
2,381
shares
|
$673,346
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
May 15, 2025 Q1 2025 |
2,377
shares
|
$672,215
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bryce Point Capital, LLC
Scarsdale, NY |
May 07, 2025 Q1 2025 |
2,365
shares
|
$668,822
0.54% of portfolio
|
Q1 2025
Reduced 21.19%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
2,360
shares
|
$667,408
0.11% of portfolio
|
Q1 2025
Added 26.88%
|
|
|
R Squared LTD
Central, K3 |
May 09, 2025 Q1 2025 |
2,240
shares
|
$633,472
0.72% of portfolio
|
Q1 2025
Added 1766.67%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
2,206
shares
|
$623,856
0.0% of portfolio
|
Q1 2025
Added 6.21%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
2,163
shares
|
$611,696
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
2,115
shares
|
$598,122
0.0% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
2,109
shares
|
$596,425
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Illinois Municipal Retirement Fund
|
Apr 24, 2025 Q1 2025 |
2,085
shares
|
$589,638
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
2,080
shares
|
$588,224
0.02% of portfolio
|
Q2 2024
Reduced 5.63%
|