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 |
|---|---|---|---|---|---|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
1,135
shares
|
$314,440
0.27% of portfolio
|
Q4 2024
Added 12.6%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
1,084
shares
|
$300,311
0.0% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
1,080
shares
|
$299,203
0.25% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
1,064
shares
|
$294,770
0.0% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
1,039
shares
|
$287,844
0.01% of portfolio
|
Q1 2025
Added 64.92%
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
970
shares
|
$268,728
0.01% of portfolio
|
Q1 2025
Reduced 6.55%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
May 08, 2025 Q1 2025 |
966
shares
|
$267,620
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
953
shares
|
$264,019
0.11% of portfolio
|
Q1 2024
Added 30.91%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
949
shares
|
$262,910
0.04% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
947
shares
|
$262,356
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Axq Capital, LP
Jersey City, NJ |
May 13, 2025 Q1 2025 |
929
shares
|
$257,370
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
926
shares
|
$256,539
0.02% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Landscape Capital Management, L.L.C.
|
May 14, 2025 Q1 2025 |
923
shares
|
$255,707
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
906
shares
|
$250,998
0.01% of portfolio
|
Q1 2025
Reduced 42.55%
|
|
|
Bayforest Capital LTD
London, X0 |
May 08, 2025 Q1 2025 |
855
shares
|
$236,869
0.1% of portfolio
|
Q1 2025
Added 19.58%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
835
shares
|
$231,328
0.0% of portfolio
|
Q1 2025
Added 131.3%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
821
shares
|
$227,449
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
819
shares
|
$226,895
0.04% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
810
shares
|
$224,402
0.0% of portfolio
|
Q1 2025
Added 29.6%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
797
shares
|
$220,800
0.02% of portfolio
|
Q4 2023
Reduced 12.42%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
782
shares
|
$216,645
0.01% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
777
shares
|
$215,260
0.01% of portfolio
|
Q1 2025
Added 6.58%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
774
shares
|
$214,428
0.01% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
765
shares
|
$211,935
0.01% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
May 14, 2025 Q1 2025 |
762
shares
|
$211,104
0.04% of portfolio
|
Q1 2025
New holding
|