Institutional Ownership Morningstar, Inc. (MORN)
This table provides information about the institutional ownership of Morningstar, Inc. (MORN). We have compiled data on the 472 institutions that hold shares in the stock, with a total of 26.2 Million shares, which have been reported (via 13F filing form) to have a value of $7.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
5,411
shares
|
$1.61 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
5,355
shares
|
$1.59 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
5,288
shares
|
$1.57 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
New Mexico Educational Retirement Board
|
Jan 30, 2025 Q4 2024 |
5,200
shares
|
$1.54 Million
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
5,151
shares
|
$1.53 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
Feb 14, 2025 Q4 2024 |
5,117
shares
|
$1.52 Million
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
5,095
shares
|
$1.51 Million
0.01% of portfolio
|
Q4 2024
Added 19.04%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
5,092
shares
|
$1.51 Million
0.0% of portfolio
|
Q4 2024
Added 13.61%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
5,022
shares
|
$1.49 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Jan 22, 2025 Q4 2024 |
4,951
shares
|
$1.47 Million
0.0% of portfolio
|
Q4 2024
Added 24.37%
|
|
|
Bradyco, Inc.
Cambridge, MA |
Feb 06, 2025 Q4 2024 |
4,864
shares
|
$1.44 Million
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Feb 11, 2025 Q4 2024 |
4,811
shares
|
$1.43 Million
0.31% of portfolio
|
Q4 2024
Added 228.4%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
4,793
shares
|
$1.42 Million
0.42% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
4,628
shares
|
$1.37 Million
0.0% of portfolio
|
Q4 2024
Reduced 26.75%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
4,553
shares
|
$1.35 Million
0.0% of portfolio
|
Q4 2024
Reduced 54.2%
|
|
|
Martin Capital Advisors, LLP
|
Jan 28, 2025 Q4 2024 |
4,452
shares
|
$1.32 Million
0.97% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Feb 14, 2025 Q4 2024 |
4,420
shares
|
$1.31 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
|
Cinctive Capital Management LP
New York, NY |
Feb 12, 2025 Q4 2024 |
4,313
shares
|
$1.28 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
4,284
shares
|
$1.27 Million
0.0% of portfolio
|
Q4 2024
Added 12.38%
|
|
|
Oak Thistle LLC
|
Jan 13, 2025 Q4 2024 |
4,276
shares
|
$1.27 Million
0.44% of portfolio
|
Q4 2024
Added 194.9%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
4,213
shares
|
$1.25 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
4,145
shares
|
$1.23 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Consolidated Press International Holdings LTD
Sydney, C3 |
Feb 14, 2025 Q4 2024 |
4,100
shares
|
$1.22 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
Feb 10, 2025 Q4 2024 |
3,906
shares
|
$1.16 Million
0.0% of portfolio
|
Q4 2024
Reduced 36.96%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Feb 12, 2025 Q4 2024 |
3,860
shares
|
$1.15 Million
0.0% of portfolio
|
Q4 2024
Added 4.92%
|