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 |
|---|---|---|---|---|---|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
412
shares
|
$114,680
0.01% of portfolio
|
Q1 2025
Added 91.63%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
410
shares
|
$114,123
0.0% of portfolio
|
Q2 2025
Added 14.53%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
396
shares
|
$110,226
0.0% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
389
shares
|
$108,278
0.09% of portfolio
|
Q1 2025
Added 19350.0%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
375
shares
|
$104,381
0.0% of portfolio
|
Q4 2023
Reduced 34.78%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
375
shares
|
$104,381
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
355
shares
|
$98,814
0.0% of portfolio
|
Q1 2025
Added 31.0%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
345
shares
|
$96,030
0.0% of portfolio
|
Q2 2024
Added 6.15%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
341
shares
|
$94,917
0.0% of portfolio
|
Q2 2025
Reduced 14.54%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
321
shares
|
$89,350
0.02% of portfolio
|
Q1 2025
Reduced 40.77%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
287
shares
|
$79,886
0.0% of portfolio
|
Q1 2025
Reduced 32.15%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
283
shares
|
$78,773
0.01% of portfolio
|
Q3 2024
Added 27.48%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
255
shares
|
$70,979
0.01% of portfolio
|
Q1 2025
Reduced 22.96%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
243
shares
|
$67,639
0.07% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
230
shares
|
$64,020
0.01% of portfolio
|
Q2 2024
Added 0.88%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
228
shares
|
$63,463
0.0% of portfolio
|
Q2 2025
Added 28.81%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
223
shares
|
$62,072
0.01% of portfolio
|
Q1 2025
Added 205.48%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
208
shares
|
$57,896
0.0% of portfolio
|
Q1 2025
Reduced 22.96%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
194
shares
|
$53,999
0.0% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
184
shares
|
$51,216
0.0% of portfolio
|
Q3 2024
Reduced 6.12%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
180
shares
|
$50,103
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
May 15, 2025 Q1 2025 |
178
shares
|
$49,546
0.0% of portfolio
|
Q1 2025
Added 23.61%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
175
shares
|
$48,711
0.0% of portfolio
|
Q1 2022
Added 40.0%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
171
shares
|
$47,597
0.0% of portfolio
|
Q2 2024
Reduced 3.93%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
155
shares
|
$43,144
0.0% of portfolio
|
Q1 2025
Added 5066.67%
|