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 |
|---|---|---|---|---|---|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
765
shares
|
$251,409
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Stockton
|
Oct 23, 2024 Q3 2024 |
760
shares
|
$249,766
0.07% of portfolio
|
Q3 2024
Reduced 17.75%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
735
shares
|
$241,550
0.01% of portfolio
|
Q3 2024
Added 492.74%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
729
shares
|
$239,578
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
718
shares
|
$235,963
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
710
shares
|
$233,334
0.01% of portfolio
|
Q3 2024
Added 61.0%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
708
shares
|
$232,677
0.0% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
705
shares
|
$231,691
0.01% of portfolio
|
Q4 2024
Added 12.8%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Nov 14, 2024 Q3 2024 |
703
shares
|
$231,033
0.02% of portfolio
|
Q3 2024
Reduced 38.92%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
700
shares
|
$230,048
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
696
shares
|
$228,733
0.09% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Claret Asset Management Corp
|
Nov 14, 2024 Q3 2024 |
688
shares
|
$226,104
0.04% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
678
shares
|
$222,817
0.0% of portfolio
|
Q3 2024
Reduced 71.42%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2024 Q3 2024 |
675
shares
|
$221,832
0.02% of portfolio
|
Q3 2024
Reduced 17.38%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
664
shares
|
$218,216
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
646
shares
|
$212,301
0.07% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
639
shares
|
$210,000
0.0% of portfolio
|
Q4 2024
Reduced 68.58%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
636
shares
|
$209,015
0.01% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
636
shares
|
$209,015
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Jan 24, 2025 Q4 2024 |
635
shares
|
$208,686
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
629
shares
|
$206,714
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
616
shares
|
$202,442
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
600
shares
|
$197,184
0.0% of portfolio
|
Q1 2024
Reduced 25.0%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
577
shares
|
$189,625
0.01% of portfolio
|
Q1 2024
Reduced 4.15%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
569
shares
|
$186,996
0.01% of portfolio
|
Q3 2023
Reduced 4.69%
|