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 |
|---|---|---|---|---|---|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
9,968
shares
|
$2.82 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.33%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Apr 29, 2025 Q1 2025 |
9,786
shares
|
$2.77 Million
1.1% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
May 09, 2025 Q1 2025 |
9,696
shares
|
$2.74 Million
0.03% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
9,660
shares
|
$2.73 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
9,503
shares
|
$2.69 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
George Kaiser Family Foundation
|
May 13, 2025 Q1 2025 |
9,349
shares
|
$2.64 Million
0.41% of portfolio
|
Q1 2025
Added 21.53%
|
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
9,287
shares
|
$2.63 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
May 14, 2025 Q1 2025 |
9,013
shares
|
$2.55 Million
0.01% of portfolio
|
Q1 2025
Reduced 30.52%
|
|
|
Globeflex Capital L P
San Diego, CA |
May 12, 2025 Q1 2025 |
8,835
shares
|
$2.5 Million
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
8,818
shares
|
$2.49 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.61%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
May 15, 2025 Q1 2025 |
8,772
shares
|
$2.48 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Apr 16, 2025 Q1 2025 |
8,688
shares
|
$2.46 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
8,602
shares
|
$2.43 Million
0.01% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
8,561
shares
|
$2.42 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
May 14, 2025 Q1 2025 |
8,517
shares
|
$2.41 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
State Of New Jersey Common Pension Fund D
|
May 13, 2025 Q1 2025 |
8,498
shares
|
$2.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.67%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
8,376
shares
|
$2.37 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.68%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
8,372
shares
|
$2.37 Million
0.0% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Arizona State Retirement System
|
May 01, 2025 Q1 2025 |
7,980
shares
|
$2.26 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
7,914
shares
|
$2.24 Million
0.0% of portfolio
|
Q1 2025
Reduced 17.55%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
May 05, 2025 Q1 2025 |
7,770
shares
|
$2.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.13%
|
|
|
Louisiana State Employees Retirement System
|
May 01, 2025 Q1 2025 |
7,600
shares
|
$2.15 Million
0.05% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
May 13, 2025 Q1 2025 |
7,528
shares
|
$2.13 Million
0.6% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Bright Rock Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
7,500
shares
|
$2.12 Million
0.5% of portfolio
|
Q4 2023
Reduced 25.0%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Jul 15, 2025 Q2 2025 |
7,426
shares
|
$2.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.06%
|