Institutional Ownership Morningstar, Inc. (MORN)
This table provides information about the institutional ownership of Morningstar, Inc. (MORN). We have compiled data on the 429 institutions that hold shares in the stock, with a total of 25.8 Million shares, which have been reported (via 13F filing form) to have a value of $9.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
22,931
shares
|
$8.13 Million
0.02% of portfolio
|
Q3 2024
Added 282.18%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
22,886
shares
|
$8.12 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Nov 13, 2024 Q3 2024 |
22,674
shares
|
$8.04 Million
0.01% of portfolio
|
Q3 2024
Added 10.63%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
21,342
shares
|
$7.57 Million
0.0% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
20,663
shares
|
$7.33 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.45%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
19,000
shares
|
$6.74 Million
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
18,349
shares
|
$6.51 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
18,255
shares
|
$6.48 Million
0.01% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
17,764
shares
|
$6.3 Million
0.0% of portfolio
|
Q3 2024
Added 59.06%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
16,563
shares
|
$5.88 Million
0.0% of portfolio
|
Q3 2024
Added 19.92%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
15,966
shares
|
$5.66 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
15,843
shares
|
$5.62 Million
0.01% of portfolio
|
Q3 2024
Added 12.73%
|
|
|
New York State Common Retirement Fund
|
Oct 28, 2024 Q3 2024 |
15,475
shares
|
$5.49 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.31%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 13, 2024 Q3 2024 |
15,368
shares
|
$5.45 Million
0.55% of portfolio
|
Q3 2024
Reduced 24.61%
|
|
|
State Of Alaska, Department Of Revenue
|
Oct 24, 2024 Q3 2024 |
15,202
shares
|
$5.39 Million
0.05% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2024 Q3 2024 |
15,159
shares
|
$5.38 Million
0.03% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
15,115
shares
|
$5.36 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.2%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,816
shares
|
$5.26 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
14,584
shares
|
$5.17 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
Nov 14, 2024 Q3 2024 |
14,434
shares
|
$5.12 Million
0.28% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
13,879
shares
|
$4.92 Million
0.01% of portfolio
|
Q3 2024
Added 120.3%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
13,841
shares
|
$4.91 Million
0.06% of portfolio
|
Q3 2024
Added 79.03%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 13, 2024 Q3 2024 |
13,769
shares
|
$4.88 Million
0.19% of portfolio
|
Q3 2024
Added 259.32%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
13,646
shares
|
$4.84 Million
0.0% of portfolio
|
Q3 2024
Added 287.78%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
13,505
shares
|
$4.79 Million
0.01% of portfolio
|
Q3 2024
Reduced 29.23%
|