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 |
|---|---|---|---|---|---|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
485
shares
|
$159,390
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
467
shares
|
$153,474
0.0% of portfolio
|
Q4 2024
Added 13.08%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
467
shares
|
$153,474
0.01% of portfolio
|
Q4 2024
Added 49.2%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
423
shares
|
$139,014
0.0% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
417
shares
|
$137,042
0.0% of portfolio
|
Q4 2024
Reduced 11.65%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
396
shares
|
$130,141
0.0% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
375
shares
|
$123,240
0.0% of portfolio
|
Q4 2023
Reduced 34.78%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
363
shares
|
$119,296
0.07% of portfolio
|
Q3 2024
Added 75.36%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
361
shares
|
$118,639
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
345
shares
|
$113,380
0.0% of portfolio
|
Q2 2024
Added 6.15%
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
331
shares
|
$108,779
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
285
shares
|
$93,662
0.02% of portfolio
|
Q4 2024
Added 15.85%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
283
shares
|
$93,005
0.01% of portfolio
|
Q3 2024
Added 27.48%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
256
shares
|
$84,131
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
230
shares
|
$75,587
0.01% of portfolio
|
Q2 2024
Added 0.88%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
184
shares
|
$60,469
0.0% of portfolio
|
Q3 2024
Reduced 6.12%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
182
shares
|
$59,812
0.0% of portfolio
|
Q3 2024
Added 93.62%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Nov 14, 2024 Q3 2024 |
181
shares
|
$59,483
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
175
shares
|
$57,512
0.0% of portfolio
|
Q1 2022
Added 40.0%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2024 Q3 2024 |
173
shares
|
$56,854
0.0% of portfolio
|
Q3 2024
Reduced 23.79%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
171
shares
|
$56,197
0.0% of portfolio
|
Q2 2024
Reduced 3.93%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
166
shares
|
$54,554
0.0% of portfolio
|
Q2 2024
Reduced 5.68%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
165
shares
|
$54,225
0.0% of portfolio
|
Q2 2024
Added 9.27%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
141
shares
|
$46,338
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
139
shares
|
$45,680
0.01% of portfolio
|
Q4 2024
Added 49.46%
|