Institutional Ownership Morningstar, Inc. (MORN)
This table provides information about the institutional ownership of Morningstar, Inc. (MORN). We have compiled data on the 469 institutions that hold shares in the stock, with a total of 26.8 Million shares, which have been reported (via 13F filing form) to have a value of $8.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
M&G PLC
London, X0 |
Feb 11, 2025 Q4 2024 |
176,670
shares
|
$57.4 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Royce & Associates LP
|
Feb 10, 2025 Q4 2024 |
170,680
shares
|
$55.5 Million
0.56% of portfolio
|
Q4 2024
Reduced 10.77%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
168,026
shares
|
$54.6 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Premier Fund Managers LTD
|
Feb 12, 2025 Q4 2024 |
150,000
shares
|
$48.8 Million
1.81% of portfolio
|
Q4 2024
New holding
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
136,939
shares
|
$44.5 Million
0.06% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
American Capital Management Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
128,692
shares
|
$41.8 Million
1.62% of portfolio
|
Q4 2024
Reduced 10.77%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Feb 12, 2025 Q4 2024 |
117,156
shares
|
$38.1 Million
0.03% of portfolio
|
Q4 2024
Added 338.95%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
107,885
shares
|
$35.1 Million
0.01% of portfolio
|
Q4 2024
Added 507.32%
|
|
|
Copeland Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
105,402
shares
|
$34.3 Million
0.68% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
105,357
shares
|
$34.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.77%
|
|
|
Schroder Investment Management Group
London, X0 |
Feb 12, 2025 Q4 2024 |
100,185
shares
|
$32.6 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Feb 14, 2025 Q4 2024 |
98,337
shares
|
$32 Million
0.01% of portfolio
|
Q4 2024
Added 10.89%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
94,135
shares
|
$30.6 Million
0.01% of portfolio
|
Q4 2024
Added 22.26%
|
|
|
Praesidium Investment Management Company, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
90,058
shares
|
$29.3 Million
5.09% of portfolio
|
Q4 2024
Reduced 8.82%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
90,029
shares
|
$29.3 Million
0.01% of portfolio
|
Q4 2024
Added 25.93%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
87,008
shares
|
$28.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Feb 12, 2025 Q4 2024 |
85,678
shares
|
$27.8 Million
0.39% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
78,754
shares
|
$25.6 Million
0.02% of portfolio
|
Q3 2022
Added 5.48%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
78,639
shares
|
$25.6 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rhumbline Advisers
Boston, MA |
Jan 30, 2025 Q4 2024 |
77,142
shares
|
$25.1 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
74,059
shares
|
$24.1 Million
0.28% of portfolio
|
Q2 2022
New holding
|
|
|
Parnassus Investments, LLC
|
Feb 10, 2025 Q4 2024 |
70,111
shares
|
$22.8 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
65,924
shares
|
$21.4 Million
0.7% of portfolio
|
Q4 2024
Added 6.98%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
63,393
shares
|
$20.6 Million
0.31% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Chicago Capital, LLC
|
Jan 24, 2025 Q4 2024 |
57,687
shares
|
$18.7 Million
0.52% of portfolio
|
Q4 2024
Reduced 0.87%
|