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 |
|---|---|---|---|---|---|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
21,023
shares
|
$5.95 Million
0.04% of portfolio
|
Q1 2025
Added 203.63%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
May 15, 2025 Q1 2025 |
20,930
shares
|
$5.92 Million
0.49% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
20,603
shares
|
$5.83 Million
0.0% of portfolio
|
Q1 2025
Added 1471.55%
|
|
|
Sw Investment Management LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
20,000
shares
|
$5.66 Million
1.88% of portfolio
|
Q4 2024
New holding
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
19,719
shares
|
$5.58 Million
0.01% of portfolio
|
Q1 2025
Added 13.63%
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
19,454
shares
|
$5.5 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
May 14, 2025 Q1 2025 |
19,400
shares
|
$5.49 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Man Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
19,280
shares
|
$5.45 Million
0.02% of portfolio
|
Q1 2025
Added 16.02%
|
|
|
Engineers Gate Manager LP
New York, NY |
May 15, 2025 Q1 2025 |
19,058
shares
|
$5.39 Million
0.1% of portfolio
|
Q1 2025
Added 803.65%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
May 15, 2025 Q1 2025 |
19,000
shares
|
$5.37 Million
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
18,908
shares
|
$5.35 Million
0.01% of portfolio
|
Q1 2025
Added 21.16%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
May 14, 2025 Q1 2025 |
18,569
shares
|
$5.25 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
18,148
shares
|
$5.13 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.47%
|
|
|
Mufg Securities Emea PLC
London, X0 |
May 12, 2025 Q1 2025 |
18,000
shares
|
$5.09 Million
0.13% of portfolio
|
Q1 2025
Reduced 28.0%
|
|
|
State Of Alaska, Department Of Revenue
|
Jul 16, 2025 Q2 2025 |
17,557
shares
|
$4.97 Million
0.06% of portfolio
|
Q2 2025
Added 15.23%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
17,539
shares
|
$4.96 Million
0.0% of portfolio
|
Q1 2025
Reduced 20.28%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
17,302
shares
|
$4.89 Million
0.01% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
17,154
shares
|
$4.85 Million
0.04% of portfolio
|
Q1 2025
Added 604.48%
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
17,070
shares
|
$4.83 Million
0.07% of portfolio
|
Q1 2025
Added 646.72%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
16,693
shares
|
$4.72 Million
0.03% of portfolio
|
Q1 2025
Added 757.81%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
May 14, 2025 Q1 2025 |
16,159
shares
|
$4.57 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
May 14, 2025 Q1 2025 |
15,900
shares
|
$4.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 43.02%
|
|
|
Trexquant Investment LP
Stamford, CT |
May 14, 2025 Q1 2025 |
15,879
shares
|
$4.49 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
15,545
shares
|
$4.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
May 15, 2025 Q1 2025 |
15,543
shares
|
$4.4 Million
0.31% of portfolio
|
Q1 2025
Added 2302.32%
|