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 |
|---|---|---|---|---|---|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
65,924
shares
|
$18.6 Million
0.7% of portfolio
|
Q4 2024
Added 6.98%
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
64,031
shares
|
$18.1 Million
0.02% of portfolio
|
Q1 2025
Added 498.25%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
60,980
shares
|
$17.2 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Jul 21, 2025 Q1 2025 |
60,649
shares
|
$17.2 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Congress Asset Management CO
|
Jul 16, 2025 Q2 2025 |
60,411
shares
|
$17.1 Million
0.14% of portfolio
|
Q2 2025
Added 7.46%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
58,983
shares
|
$16.7 Million
0.01% of portfolio
|
Q1 2025
Added 20.41%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
May 14, 2025 Q1 2025 |
58,426
shares
|
$16.5 Million
0.02% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Panagora Asset Management Inc
Boston, MA |
May 15, 2025 Q1 2025 |
56,692
shares
|
$16 Million
0.09% of portfolio
|
Q1 2025
Added 4970.84%
|
|
|
Nicholas Company, Inc.
|
May 08, 2025 Q1 2025 |
56,585
shares
|
$16 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
56,415
shares
|
$16 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Parnassus Investments, LLC
|
May 14, 2025 Q1 2025 |
54,242
shares
|
$15.3 Million
0.04% of portfolio
|
Q1 2025
Reduced 22.63%
|
|
|
Swiss National Bank
Zurich, V8 |
May 12, 2025 Q1 2025 |
54,000
shares
|
$15.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
47,934
shares
|
$13.6 Million
0.01% of portfolio
|
Q1 2024
Added 0.69%
|
|
|
Legal & General Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
47,689
shares
|
$13.5 Million
0.0% of portfolio
|
Q4 2023
Reduced 13.75%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 14, 2025 Q1 2025 |
47,480
shares
|
$13.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 92.9%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
May 13, 2025 Q1 2025 |
45,086
shares
|
$12.8 Million
0.01% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
May 15, 2025 Q1 2025 |
45,055
shares
|
$12.7 Million
0.09% of portfolio
|
Q1 2025
Added 688.92%
|
|
|
Bank Of Nova Scotia
|
Jul 02, 2025 Q1 2025 |
44,500
shares
|
$12.6 Million
0.03% of portfolio
|
Q1 2025
Added 134.21%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
41,333
shares
|
$11.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 75.4%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
40,782
shares
|
$11.5 Million
0.14% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
40,407
shares
|
$11.4 Million
0.05% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
40,028
shares
|
$11.3 Million
0.01% of portfolio
|
Q1 2025
Added 1513.38%
|
|
|
Scout Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
38,863
shares
|
$11 Million
0.36% of portfolio
|
Q3 2024
Reduced 9.4%
|
|
|
Sone Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
38,549
shares
|
$10.9 Million
1.19% of portfolio
|
Q1 2025
New holding
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
38,216
shares
|
$10.8 Million
0.18% of portfolio
|
Q1 2025
Added 3.76%
|