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 |
|---|---|---|---|---|---|
|
Algert Global LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
38,156
shares
|
$10.8 Million
0.28% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
37,163
shares
|
$10.5 Million
0.01% of portfolio
|
Q1 2025
Added 183.69%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
37,089
shares
|
$10.5 Million
0.0% of portfolio
|
Q1 2025
Added 106.81%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Apr 28, 2025 Q1 2025 |
36,722
shares
|
$10.4 Million
1.35% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Tribune Investment Group LP
New York, NY |
May 14, 2025 Q1 2025 |
36,000
shares
|
$10.2 Million
4.64% of portfolio
|
Q1 2025
Added 125.0%
|
|
|
Retirement Systems Of Alabama
|
Apr 21, 2025 Q1 2025 |
32,883
shares
|
$9.3 Million
0.04% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
32,031
shares
|
$9.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.77%
|
|
|
Cooper Investors Pty LTD
Melbourne, Victoria, C3 |
Jul 10, 2025 Q2 2025 |
30,985
shares
|
$8.76 Million
1.77% of portfolio
|
Q2 2025
Added 27.06%
|
|
|
Natixis
Paris, I0 |
Jul 18, 2025 Q1 2025 |
30,881
shares
|
$8.73 Million
0.05% of portfolio
|
Q1 2025
Added 94.2%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
30,603
shares
|
$8.65 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Apr 28, 2025 Q1 2025 |
26,888
shares
|
$7.6 Million
0.04% of portfolio
|
Q1 2025
Reduced 17.9%
|
|
|
Asset Management One Co., Ltd.
|
Apr 23, 2025 Q1 2025 |
26,113
shares
|
$7.38 Million
0.03% of portfolio
|
Q1 2025
Reduced 16.13%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
May 01, 2025 Q1 2025 |
25,821
shares
|
$7.3 Million
0.78% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
May 15, 2025 Q1 2025 |
25,686
shares
|
$7.26 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Quantbot Technologies LP
New York, NY |
May 13, 2025 Q1 2025 |
25,473
shares
|
$7.2 Million
0.27% of portfolio
|
Q1 2025
Added 363.9%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
25,396
shares
|
$7.18 Million
0.07% of portfolio
|
Q1 2025
Added 96.58%
|
|
|
Kornitzer Capital Management Inc
|
May 02, 2025 Q1 2025 |
25,304
shares
|
$7.16 Million
0.16% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
State Board Of Administration Of Florida Retirement System
|
May 12, 2025 Q1 2025 |
24,853
shares
|
$7.03 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
23,271
shares
|
$6.58 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Pine Bridge Investments, L.P.
|
May 14, 2025 Q1 2025 |
22,054
shares
|
$6.24 Million
0.05% of portfolio
|
Q1 2025
Reduced 7.65%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
May 15, 2025 Q1 2025 |
21,809
shares
|
$6.17 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
May 12, 2025 Q1 2025 |
21,783
shares
|
$6.16 Million
0.41% of portfolio
|
Q1 2025
Reduced 8.21%
|
|
|
Janus Henderson Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
21,770
shares
|
$6.16 Million
0.0% of portfolio
|
Q1 2025
Added 73.56%
|
|
|
Holocene Advisors, LP
New York, NY |
May 15, 2025 Q1 2025 |
21,284
shares
|
$6.02 Million
0.02% of portfolio
|
Q1 2025
Added 60.89%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
May 15, 2025 Q1 2025 |
21,219
shares
|
$6 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.7%
|