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 |
|---|---|---|---|---|---|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
5,471
shares
|
$1.55 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
5,426
shares
|
$1.53 Million
0.0% of portfolio
|
Q1 2025
Added 17.24%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
May 15, 2025 Q1 2025 |
5,393
shares
|
$1.53 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
5,342
shares
|
$1.51 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
5,316
shares
|
$1.5 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
5,200
shares
|
$1.47 Million
0.2% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
New Mexico Educational Retirement Board
|
Apr 30, 2025 Q1 2025 |
5,200
shares
|
$1.47 Million
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
May 15, 2025 Q1 2025 |
5,066
shares
|
$1.43 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ofi Invest Asset Management
Paris, I0 |
May 09, 2025 Q1 2025 |
5,053
shares
|
$1.43 Million
0.04% of portfolio
|
Q1 2025
Reduced 11.35%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
5,022
shares
|
$1.42 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
4,998
shares
|
$1.41 Million
0.24% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Bradyco, Inc.
Cambridge, MA |
Apr 15, 2025 Q1 2025 |
4,864
shares
|
$1.38 Million
1.11% of portfolio
|
Q4 2024
New holding
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
May 13, 2025 Q1 2025 |
4,819
shares
|
$1.36 Million
0.38% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
May 15, 2025 Q1 2025 |
4,420
shares
|
$1.25 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
4,225
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Martin Capital Advisors, LLP
|
Jul 14, 2025 Q2 2025 |
4,202
shares
|
$1.19 Million
0.89% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
4,202
shares
|
$1.19 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
4,146
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
4,104
shares
|
$1.16 Million
0.01% of portfolio
|
Q1 2025
Added 58.15%
|
|
|
Consolidated Press International Holdings LTD
Sydney, C3 |
May 15, 2025 Q1 2025 |
4,100
shares
|
$1.16 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
May 05, 2025 Q1 2025 |
4,076
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
May 14, 2025 Q1 2025 |
4,043
shares
|
$1.14 Million
0.01% of portfolio
|
Q1 2025
Added 80.73%
|
|
|
Atom Investors LP
Austin, TX |
May 15, 2025 Q1 2025 |
3,960
shares
|
$1.12 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
3,888
shares
|
$1.1 Million
0.02% of portfolio
|
Q1 2025
Added 6.37%
|
|
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
May 15, 2025 Q1 2025 |
3,815
shares
|
$1.08 Million
0.14% of portfolio
|
Q1 2025
Reduced 41.3%
|