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 |
|---|---|---|---|---|---|
|
Magnetar Financial LLC
Evanston, IL |
May 15, 2025 Q1 2025 |
15,496
shares
|
$4.38 Million
0.17% of portfolio
|
Q1 2025
Added 453.82%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
May 12, 2025 Q1 2025 |
15,310
shares
|
$4.33 Million
0.27% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
15,217
shares
|
$4.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.33%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
15,120
shares
|
$4.28 Million
0.01% of portfolio
|
Q1 2025
Reduced 46.23%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
15,037
shares
|
$4.25 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
14,061
shares
|
$3.98 Million
0.05% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
14,042
shares
|
$3.97 Million
0.0% of portfolio
|
Q1 2025
Added 124.1%
|
|
|
New York State Common Retirement Fund
|
May 01, 2025 Q1 2025 |
13,975
shares
|
$3.95 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.69%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
May 09, 2025 Q1 2025 |
13,904
shares
|
$3.93 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Cardinal Capital Management
|
Jul 14, 2025 Q2 2025 |
13,854
shares
|
$3.92 Million
0.65% of portfolio
|
Q2 2025
Added 12.31%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
13,567
shares
|
$3.84 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.54%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
13,260
shares
|
$3.75 Million
0.05% of portfolio
|
Q1 2025
Added 32.47%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
13,111
shares
|
$3.71 Million
0.1% of portfolio
|
Q1 2025
Added 389.4%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
13,108
shares
|
$3.71 Million
0.0% of portfolio
|
Q1 2025
Added 16.39%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
12,986
shares
|
$3.67 Million
0.03% of portfolio
|
Q1 2025
Added 75.72%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Jun 18, 2025 Q1 2025 |
12,940
shares
|
$3.66 Million
0.01% of portfolio
|
Q1 2025
Added 9.12%
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
12,789
shares
|
$3.62 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Treasurer Of The State Of North Carolina
|
May 15, 2025 Q1 2025 |
12,209
shares
|
$3.45 Million
0.01% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
12,179
shares
|
$3.44 Million
0.3% of portfolio
|
Q2 2025
Reduced 5.47%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
May 13, 2025 Q1 2025 |
11,218
shares
|
$3.17 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
May 14, 2025 Q1 2025 |
11,218
shares
|
$3.17 Million
0.42% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
10,771
shares
|
$3.05 Million
0.02% of portfolio
|
Q1 2025
Added 5.95%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
10,463
shares
|
$2.96 Million
0.01% of portfolio
|
Q1 2025
Added 519.11%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
May 13, 2025 Q1 2025 |
10,460
shares
|
$2.96 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Kensington Investment Counsel, LLC
|
May 15, 2025 Q1 2025 |
10,401
shares
|
$2.94 Million
1.39% of portfolio
|
Q1 2025
Reduced 2.63%
|