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 |
|---|---|---|---|---|---|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
122
shares
|
$40,094
0.0% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
120
shares
|
$39,436
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
115
shares
|
$37,793
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
111
shares
|
$36,479
0.0% of portfolio
|
Q3 2024
Added 5.71%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
110
shares
|
$36,150
0.0% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2024 Q3 2024 |
93
shares
|
$30,563
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
84
shares
|
$27,605
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
83
shares
|
$27,277
0.0% of portfolio
|
Q3 2024
Added 31.75%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
83
shares
|
$27,277
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
81
shares
|
$26,619
0.02% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
79
shares
|
$25,962
0.0% of portfolio
|
Q3 2024
Added 51.92%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
79
shares
|
$25,962
0.0% of portfolio
|
Q4 2023
Added 6.76%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
77
shares
|
$25,305
0.0% of portfolio
|
Q2 2024
Reduced 15.38%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
76
shares
|
$24,976
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
76
shares
|
$24,976
0.01% of portfolio
|
Q4 2022
Added 1.33%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
75
shares
|
$24,648
0.0% of portfolio
|
Q1 2024
Reduced 42.31%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
72
shares
|
$23,662
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
70
shares
|
$23,004
0.0% of portfolio
|
Q4 2022
Reduced 5.41%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
69
shares
|
$22,676
0.0% of portfolio
|
Q3 2024
Added 91.67%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
65
shares
|
$21,361
0.0% of portfolio
|
Q4 2024
Reduced 72.92%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
63
shares
|
$20,704
0.0% of portfolio
|
Q3 2024
Reduced 56.85%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
63
shares
|
$20,704
0.0% of portfolio
|
Q3 2022
Added 36.96%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
62
shares
|
$20,375
0.01% of portfolio
|
Q3 2023
Reduced 1.59%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
61
shares
|
$20,047
0.0% of portfolio
|
Q3 2024
Added 41.86%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
59
shares
|
$19,389
0.0% of portfolio
|
Q2 2020
Reduced 62.71%
|