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 |
|---|---|---|---|---|---|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
48
shares
|
$13,297
0.0% of portfolio
|
Q3 2023
Reduced 14.29%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
46
shares
|
$12,743
0.02% of portfolio
|
Q1 2025
Added 820.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
46
shares
|
$12,743
0.0% of portfolio
|
Q2 2024
Reduced 26.98%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
44
shares
|
$12,189
0.0% of portfolio
|
Q4 2024
Reduced 22.81%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
38
shares
|
$10,527
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
37
shares
|
$10,250
0.01% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
37
shares
|
$10,250
0.0% of portfolio
|
Q1 2025
Added 32.14%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
36
shares
|
$9,973
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
35
shares
|
$9,696
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
34
shares
|
$9,419
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
33
shares
|
$9,142
0.0% of portfolio
|
Q1 2025
Reduced 54.79%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
31
shares
|
$8,588
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
30
shares
|
$8,311
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
27
shares
|
$7,480
0.0% of portfolio
|
Q1 2025
Added 42.11%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
26
shares
|
$7,203
0.0% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
25
shares
|
$6,926
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
25
shares
|
$6,926
0.0% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
24
shares
|
$6,648
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
23
shares
|
$6,371
0.0% of portfolio
|
Q1 2025
Added 27.78%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
22
shares
|
$6,094
0.0% of portfolio
|
Q1 2025
Added 10.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
21
shares
|
$5,817
0.0% of portfolio
|
Q1 2025
Reduced 34.38%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
20
shares
|
$5,540
0.0% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
20
shares
|
$5,540
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
18
shares
|
$4,986
0.0% of portfolio
|
Q3 2022
Reduced 5.26%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
17
shares
|
$4,709
0.0% of portfolio
|
Q3 2023
New holding
|