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 |
|---|---|---|---|---|---|
|
Empire Life Investments Inc.
|
May 09, 2025 Q1 2025 |
7,061
shares
|
$2 Million
0.14% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
May 07, 2025 Q1 2025 |
7,029
shares
|
$1.99 Million
0.01% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
6,999
shares
|
$1.98 Million
0.25% of portfolio
|
Q1 2025
Added 4017.06%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
6,607
shares
|
$1.87 Million
0.01% of portfolio
|
Q1 2025
Reduced 55.4%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
6,558
shares
|
$1.85 Million
0.11% of portfolio
|
Q1 2025
Added 762.89%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
6,510
shares
|
$1.84 Million
0.21% of portfolio
|
Q1 2025
Added 564.96%
|
|
|
State Of Michigan Retirement System
|
Apr 30, 2025 Q1 2025 |
6,500
shares
|
$1.84 Million
0.01% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
May 13, 2025 Q1 2025 |
6,458
shares
|
$1.83 Million
0.01% of portfolio
|
Q1 2025
Added 8.23%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,375
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2024
Added 5.72%
|
|
|
Handelsbanken Fonder Ab
|
Apr 15, 2025 Q1 2025 |
6,372
shares
|
$1.8 Million
0.01% of portfolio
|
Q4 2024
Added 6.7%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
6,323
shares
|
$1.79 Million
0.22% of portfolio
|
Q2 2025
Reduced 7.52%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
May 12, 2025 Q1 2025 |
6,300
shares
|
$1.78 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Nebula Research & Development LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,282
shares
|
$1.78 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
May 15, 2025 Q1 2025 |
6,223
shares
|
$1.76 Million
0.04% of portfolio
|
Q1 2025
Added 250.79%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
6,134
shares
|
$1.73 Million
0.2% of portfolio
|
Q2 2024
Added 0.23%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
May 14, 2025 Q1 2025 |
6,007
shares
|
$1.7 Million
0.03% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
5,939
shares
|
$1.68 Million
0.08% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
New York State Teachers Retirement System
|
Apr 25, 2025 Q1 2025 |
5,900
shares
|
$1.67 Million
0.0% of portfolio
|
Q4 2024
Reduced 30.14%
|
|
|
Sepio Capital, LP
|
May 15, 2025 Q1 2025 |
5,865
shares
|
$1.66 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
5,848
shares
|
$1.65 Million
0.0% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
5,836
shares
|
$1.65 Million
0.0% of portfolio
|
Q1 2025
Added 14.61%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
May 06, 2025 Q1 2025 |
5,700
shares
|
$1.61 Million
0.01% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
5,543
shares
|
$1.57 Million
0.02% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
5,517
shares
|
$1.56 Million
0.01% of portfolio
|
Q1 2025
Added 8.28%
|
|
|
Oregon Public Employees Retirement Fund
|
Apr 28, 2025 Q1 2025 |
5,488
shares
|
$1.55 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.53%
|