Institutional Ownership Morningstar, Inc. (MORN)
This table provides information about the institutional ownership of Morningstar, Inc. (MORN). We have compiled data on the 498 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 $7.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
1,509
shares
|
$420,030
0.01% of portfolio
|
Q1 2025
Reduced 6.22%
|
|
|
Dempze Nancy E
|
Jul 23, 2025 Q2 2025 |
1,494
shares
|
$415,854
0.3% of portfolio
|
Q4 2024
Reduced 40.1%
|
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
1,489
shares
|
$414,463
0.15% of portfolio
|
Q1 2025
Added 6.66%
|
|
|
Connable Office Inc
|
May 09, 2025 Q1 2025 |
1,470
shares
|
$409,174
0.05% of portfolio
|
Q3 2020
Reduced 12.5%
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Apr 25, 2025 Q1 2025 |
1,450
shares
|
$403,607
0.03% of portfolio
|
Q1 2025
Added 4.32%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jul 21, 2025 Q2 2025 |
1,393
shares
|
$387,741
0.31% of portfolio
|
Q2 2025
Added 7.57%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,355
shares
|
$377,164
0.0% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
1,350
shares
|
$375,772
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
1,331
shares
|
$370,483
0.02% of portfolio
|
Q1 2025
Added 24.16%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,327
shares
|
$369,370
0.01% of portfolio
|
Q2 2025
Added 12.36%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
May 06, 2025 Q1 2025 |
1,301
shares
|
$362,133
0.12% of portfolio
|
Q1 2025
Added 59.24%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
1,260
shares
|
$350,721
0.0% of portfolio
|
Q1 2025
Reduced 74.55%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
May 08, 2025 Q1 2025 |
1,256
shares
|
$349,607
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
1,254
shares
|
$349,050
0.0% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,249
shares
|
$347,659
0.0% of portfolio
|
Q1 2025
Added 9.75%
|
|
|
Maryland State Retirement & Pension System
|
Jul 23, 2025 Q2 2025 |
1,247
shares
|
$347,102
0.01% of portfolio
|
Q1 2025
Reduced 18.23%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
May 15, 2025 Q1 2025 |
1,241
shares
|
$345,432
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
1,215
shares
|
$338,195
0.01% of portfolio
|
Q1 2025
Reduced 25.41%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
1,205
shares
|
$335,411
0.0% of portfolio
|
Q1 2025
Reduced 28.91%
|
|
|
Oak Thistle LLC
|
May 06, 2025 Q1 2025 |
1,202
shares
|
$334,576
0.08% of portfolio
|
Q1 2025
Reduced 71.89%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
1,181
shares
|
$328,731
0.0% of portfolio
|
Q2 2025
Added 12.58%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
1,171
shares
|
$325,947
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Pro Share Advisors LLC
|
May 08, 2025 Q1 2025 |
1,151
shares
|
$320,380
0.0% of portfolio
|
Q1 2025
Reduced 8.87%
|
|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
1,150
shares
|
$320,102
0.05% of portfolio
|
Q1 2021
Reduced 8.0%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
1,144
shares
|
$318,432
0.01% of portfolio
|
Q3 2024
Reduced 5.77%
|