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 |
|---|---|---|---|---|---|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
153
shares
|
$42,387
0.0% of portfolio
|
Q1 2025
Added 37.84%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
117
shares
|
$32,413
0.0% of portfolio
|
Q1 2025
Added 6.36%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
115
shares
|
$31,859
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
110
shares
|
$30,474
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
93
shares
|
$25,764
0.0% of portfolio
|
Q2 2025
Reduced 35.86%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
89
shares
|
$24,656
0.0% of portfolio
|
Q1 2025
Reduced 79.35%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
85
shares
|
$23,548
0.0% of portfolio
|
Q1 2025
Added 18.06%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
84
shares
|
$23,271
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
83
shares
|
$22,994
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
83
shares
|
$22,994
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
81
shares
|
$22,440
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
79
shares
|
$21,886
0.0% of portfolio
|
Q4 2023
Added 6.76%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
78
shares
|
$21,609
0.0% of portfolio
|
Q4 2024
Added 178.57%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
77
shares
|
$21,332
0.0% of portfolio
|
Q2 2024
Reduced 15.38%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
77
shares
|
$21,332
0.01% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
75
shares
|
$20,778
0.0% of portfolio
|
Q1 2024
Reduced 42.31%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
74
shares
|
$20,500
0.0% of portfolio
|
Q1 2025
Added 146.67%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
70
shares
|
$19,392
0.0% of portfolio
|
Q4 2022
Reduced 5.41%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
69
shares
|
$19,115
0.0% of portfolio
|
Q2 2025
Added 590.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
63
shares
|
$17,453
0.0% of portfolio
|
Q3 2022
Added 36.96%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
62
shares
|
$17,176
0.01% of portfolio
|
Q3 2023
Reduced 1.59%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
61
shares
|
$16,899
0.0% of portfolio
|
Q1 2025
Reduced 93.98%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
59
shares
|
$16,345
0.0% of portfolio
|
Q2 2020
Reduced 62.71%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
57
shares
|
$15,791
0.0% of portfolio
|
Q1 2025
Added 235.29%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
50
shares
|
$13,852
0.01% of portfolio
|
Q1 2025
Reduced 34.21%
|