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 |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
137,920
shares
|
$39 Million
0.01% of portfolio
|
Q1 2025
Reduced 40.68%
|
|
|
Royce & Associates LP
|
May 06, 2025 Q1 2025 |
137,533
shares
|
$38.9 Million
0.47% of portfolio
|
Q1 2025
Reduced 19.42%
|
|
|
American Capital Management Inc
New York, NY |
May 15, 2025 Q1 2025 |
128,075
shares
|
$36.2 Million
1.57% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
127,617
shares
|
$36.1 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
113,152
shares
|
$32 Million
0.08% of portfolio
|
Q1 2025
Added 212.26%
|
|
|
Schroder Investment Management Group
London, X0 |
May 13, 2025 Q1 2025 |
110,570
shares
|
$31.3 Million
0.04% of portfolio
|
Q1 2025
Added 10.37%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
May 19, 2025 Q1 2025 |
109,257
shares
|
$30.9 Million
0.01% of portfolio
|
Q1 2025
Added 11.1%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
107,782
shares
|
$30.5 Million
0.01% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
106,294
shares
|
$30.1 Million
0.01% of portfolio
|
Q1 2025
Added 12.92%
|
|
|
Assenagon Asset Management S.A.
|
Jul 11, 2025 Q2 2025 |
105,430
shares
|
$29.8 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
105,250
shares
|
$29.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Praesidium Investment Management Company, LLC
New York, NY |
May 15, 2025 Q1 2025 |
101,472
shares
|
$28.7 Million
5.69% of portfolio
|
Q1 2025
Added 12.67%
|
|
|
Copeland Capital Management, LLC
|
Jul 21, 2025 Q2 2025 |
92,614
shares
|
$26.2 Million
0.62% of portfolio
|
Q2 2025
Reduced 10.42%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
May 15, 2025 Q1 2025 |
91,700
shares
|
$25.9 Million
0.06% of portfolio
|
Q1 2025
Added 345.15%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
90,029
shares
|
$25.5 Million
0.01% of portfolio
|
Q4 2024
Added 25.93%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
87,483
shares
|
$24.7 Million
0.03% of portfolio
|
Q1 2025
Added 108.29%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
84,538
shares
|
$23.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
May 15, 2025 Q1 2025 |
82,963
shares
|
$23.5 Million
0.36% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
78,754
shares
|
$22.3 Million
0.02% of portfolio
|
Q3 2022
Added 5.48%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
76,646
shares
|
$21.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 60.53%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
76,327
shares
|
$21.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
76,177
shares
|
$21.5 Million
0.02% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
74,059
shares
|
$20.9 Million
0.28% of portfolio
|
Q2 2022
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
73,612
shares
|
$20.8 Million
0.06% of portfolio
|
Q1 2025
Added 715.56%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
69,456
shares
|
$19.6 Million
0.02% of portfolio
|
Q1 2025
Added 132.4%
|