Institutional Ownership Morningstar, Inc. (MORN)
This table provides information about the institutional ownership of Morningstar, Inc. (MORN). We have compiled data on the 499 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 |
|---|---|---|---|---|---|
|
Aspen Grove Capital, LLC
Avon, CO |
May 14, 2025 Q1 2025 |
762
shares
|
$211,104
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jul 17, 2025 Q2 2025 |
758
shares
|
$209,996
0.11% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
730
shares
|
$202,239
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
713
shares
|
$197,529
0.0% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
705
shares
|
$195,313
0.02% of portfolio
|
Q2 2025
Reduced 73.59%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
705
shares
|
$195,313
0.01% of portfolio
|
Q4 2024
Added 12.8%
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
700
shares
|
$193,928
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
698
shares
|
$193,373
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Claret Asset Management Corp
|
May 13, 2025 Q1 2025 |
693
shares
|
$191,988
0.03% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
689
shares
|
$190,880
0.0% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
689
shares
|
$190,880
0.0% of portfolio
|
Q1 2025
Reduced 41.51%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
683
shares
|
$189,218
0.0% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
681
shares
|
$188,664
0.19% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
678
shares
|
$187,833
0.0% of portfolio
|
Q3 2024
Reduced 71.42%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
672
shares
|
$186,170
0.0% of portfolio
|
Q2 2025
Added 30.23%
|
|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
670
shares
|
$185,616
0.06% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
669
shares
|
$185,339
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Miller Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
660
shares
|
$182,846
0.07% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
600
shares
|
$166,224
0.0% of portfolio
|
Q1 2024
Reduced 25.0%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
569
shares
|
$157,635
0.01% of portfolio
|
Q3 2023
Reduced 4.69%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
May 15, 2025 Q1 2025 |
556
shares
|
$154,034
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
517
shares
|
$143,229
0.01% of portfolio
|
Q4 2024
Reduced 10.4%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
486
shares
|
$134,641
0.1% of portfolio
|
Q1 2025
Added 16.83%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
466
shares
|
$129,100
0.02% of portfolio
|
Q2 2025
Added 46.54%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
433
shares
|
$119,958
0.01% of portfolio
|
Q2 2025
Reduced 9.98%
|