Institutional Ownership Morningstar, Inc. (MORN)
This table provides information about the institutional ownership of Morningstar, Inc. (MORN). We have compiled data on the 444 institutions that hold shares in the stock, with a total of 25.7 Million shares, which have been reported (via 13F filing form) to have a value of $8.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,138
shares
|
$371,374
0.0% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
1,135
shares
|
$370,395
0.29% of portfolio
|
Q4 2024
Added 12.6%
|
|
|
Kbc Group Nv
|
Jan 22, 2025 Q4 2024 |
1,125
shares
|
$367,132
0.0% of portfolio
|
Q4 2024
Added 63.28%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,114
shares
|
$363,542
0.0% of portfolio
|
Q3 2024
Added 28.34%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
1,073
shares
|
$350,162
0.01% of portfolio
|
Q4 2024
Added 29.43%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
1,072
shares
|
$349,836
0.02% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
1,061
shares
|
$346,246
0.23% of portfolio
|
Q4 2024
Reduced 7.26%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
1,052
shares
|
$343,309
0.05% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
1,038
shares
|
$338,740
0.01% of portfolio
|
Q2 2024
Reduced 5.64%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
1,004
shares
|
$327,645
0.0% of portfolio
|
Q3 2024
Added 16.74%
|
|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
979
shares
|
$319,486
0.04% of portfolio
|
Q4 2024
Reduced 92.32%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
953
shares
|
$311,002
0.11% of portfolio
|
Q1 2024
Added 30.91%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
953
shares
|
$311,002
0.0% of portfolio
|
Q3 2024
Reduced 62.51%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
944
shares
|
$308,064
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
925
shares
|
$301,864
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
914
shares
|
$298,274
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cannon Global Investment Management, LLC
|
Oct 29, 2024 Q3 2024 |
900
shares
|
$293,706
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
890
shares
|
$290,442
0.0% of portfolio
|
Q4 2024
Added 6.97%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jan 23, 2025 Q4 2024 |
888
shares
|
$289,789
0.12% of portfolio
|
Q4 2024
Reduced 11.2%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
839
shares
|
$273,799
0.01% of portfolio
|
Q3 2024
Reduced 5.52%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Feb 06, 2025 Q4 2024 |
817
shares
|
$266,619
0.12% of portfolio
|
Q4 2024
Reduced 21.59%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
803
shares
|
$262,051
0.01% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
797
shares
|
$260,092
0.02% of portfolio
|
Q4 2023
Reduced 12.42%
|
|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
790
shares
|
$257,808
0.01% of portfolio
|
Q2 2024
Reduced 0.75%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
788
shares
|
$257,155
0.01% of portfolio
|
Q4 2024
Added 3.14%
|