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 |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
2,012
shares
|
$568,993
0.0% of portfolio
|
Q1 2025
Added 10.49%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
2,009
shares
|
$568,145
0.01% of portfolio
|
Q1 2025
Added 18.18%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
1,923
shares
|
$543,824
0.0% of portfolio
|
Q4 2024
Reduced 6.5%
|
|
|
Jain Global LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,916
shares
|
$541,844
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
1,871
shares
|
$529,118
0.03% of portfolio
|
Q4 2023
Reduced 1.78%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
1,866
shares
|
$527,704
0.01% of portfolio
|
Q2 2025
Added 44.65%
|
|
|
Spectrum Asset Management, Inc.
|
Apr 15, 2025 Q1 2025 |
1,810
shares
|
$511,868
0.25% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
1,792
shares
|
$506,777
0.05% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,791
shares
|
$506,494
0.0% of portfolio
|
Q1 2025
Reduced 6.48%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
1,783
shares
|
$504,232
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
1,765
shares
|
$499,142
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
1,748
shares
|
$494,334
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
1,721
shares
|
$486,698
0.0% of portfolio
|
Q2 2025
Added 5.65%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,720
shares
|
$486,416
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,620
shares
|
$458,136
0.14% of portfolio
|
Q1 2025
Reduced 28.38%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
1,559
shares
|
$440,885
0.01% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Dearborn Partners LLC
|
May 08, 2025 Q1 2025 |
1,546
shares
|
$437,208
0.02% of portfolio
|
Q1 2025
Added 16.24%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
1,546
shares
|
$437,208
0.0% of portfolio
|
Q1 2025
Added 6.4%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
May 15, 2025 Q1 2025 |
1,542
shares
|
$436,077
0.05% of portfolio
|
Q1 2025
Added 54.66%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,540
shares
|
$435,512
0.0% of portfolio
|
Q1 2025
Reduced 9.68%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
1,540
shares
|
$435,512
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
1,529
shares
|
$432,401
0.0% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Dundas Partners LLP
Edinburgh, X0 |
May 13, 2025 Q1 2025 |
1,522
shares
|
$430,421
0.03% of portfolio
|
Q4 2024
Added 69.3%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
May 13, 2025 Q1 2025 |
1,510
shares
|
$427,028
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
1,509
shares
|
$426,745
0.01% of portfolio
|
Q1 2025
Reduced 6.22%
|