Institutional Ownership Morningstar, Inc. (MORN)
This table provides information about the institutional ownership of Morningstar, Inc. (MORN). We have compiled data on the 497 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 $7.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
15
shares
|
$4,242
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
13
shares
|
$3,676
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
13
shares
|
$3,676
0.0% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
12
shares
|
$3,393
0.0% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
12
shares
|
$3,393
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
11
shares
|
$3,110
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
10
shares
|
$2,828
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
10
shares
|
$2,828
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
9
shares
|
$2,545
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
9
shares
|
$2,545
0.0% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
9
shares
|
$2,545
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
8
shares
|
$2,262
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
8
shares
|
$2,262
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
7
shares
|
$1,979
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
7
shares
|
$1,979
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
7
shares
|
$1,979
0.0% of portfolio
|
Q4 2024
Added 40.0%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
6
shares
|
$1,696
0.0% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
6
shares
|
$1,696
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
6
shares
|
$1,696
0.0% of portfolio
|
Q1 2024
Added 50.0%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
5
shares
|
$1,414
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
5
shares
|
$1,414
0.0% of portfolio
|
Q1 2025
Reduced 92.19%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
5
shares
|
$1,414
0.0% of portfolio
|
Q1 2025
Added 66.67%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
5
shares
|
$1,414
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
5
shares
|
$1,414
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
5
shares
|
$1,414
0.0% of portfolio
|
Q1 2025
New holding
|