Purchases and Sales Made in Q2 2025 in Morningstar, Inc. (MORN)
This table provides information about the institutional ownership of Morningstar, Inc. (MORN) during Q2 2025. The information is specifically focused on institutions that hold shares of Morningstar, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-3.5K- 7.76% |
$893K - $1.1M
|
41.6K
$10.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-3.54K- 16.04% |
$903K - $1.11M
|
18.5K
$4.61M
|
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-3.56K- 23.23% |
$908K - $1.12M
|
11.8K
$2.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-3.82K- 20.21% |
$976K - $1.2M
|
15.1K
$3.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-4.14K- 31.56% |
$1.06M - $1.3M
|
8.97K
$2.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Bamco Inc
New York, NY |
SELL
|
- |
-4.18K- 0.32% |
$1.07M - $1.31M
|
1.3M
$322M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.38K- 0.48% |
$1.12M - $1.38M
|
912K
$227M
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-4.59K- 6.03% |
$1.17M - $1.44M
|
71.6K
$17.8M
|
|
|
Aug 08, 2025
Q2 2025
|
M&G PLC
London, X0 |
SELL
|
- |
-4.79K- 2.84% |
$1.22M - $1.5M
|
164K
$40.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-4.83K- 76.95% |
$1.23M - $1.52M
|
1.45K
$360K
|
|
|
Aug 14, 2025
Q2 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-5.14K- 82.61% |
$1.31M - $1.61M
|
1.08K
$269K
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-7.28K- 9.54% |
$1.86M - $2.29M
|
69K
$17.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-7.9K- 56.27% |
$2.02M - $2.48M
|
6.14K
$1.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Tribune Investment Group LP
New York, NY |
SELL
|
- |
-8K- 22.22% |
$2.04M - $2.51M
|
28K
$6.97M
|
|
|
Aug 11, 2025
Q2 2025
|
Royce & Associates LP
|
SELL
|
- |
-8.32K- 6.05% |
$2.12M - $2.61M
|
129K
$32.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-9.24K- 4.24% |
$2.36M - $2.9M
|
208K
$51.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-10.8K- 10.42% |
$2.75M - $3.38M
|
92.6K
$23.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Parnassus Investments, LLC
|
SELL
|
- |
-11.3K- 20.81% |
$2.88M - $3.54M
|
43K
$10.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-12.5K- 28.09% |
$3.19M - $3.92M
|
32K
$7.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
- |
-13.3K- 85.85% |
$3.41M - $4.19M
|
2.2K
$548K
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-14.8K- 93.15% |
$3.78M - $4.64M
|
1.09K
$271K
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-16.6K- 63.67% |
$4.25M - $5.22M
|
9.49K
$2.36M
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-17.1K- 42.75% |
$4.37M - $5.37M
|
22.9K
$5.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis
Paris, I0 |
SELL
|
- |
-17.9K- 58.07% |
$4.58M - $5.63M
|
12.9K
$3.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-18.8K- 14.71% |
$4.79M - $5.89M
|
109K
$27.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-19.4K- 2.93% |
$4.96M - $6.1M
|
645K
$161M
|
|
|
Aug 13, 2025
Q2 2025
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-23.7K- 93.1% |
$6.05M - $7.44M
|
1.76K
$438K
|
|
|
Aug 14, 2025
Q2 2025
|
Sone Capital Management, LLC
New York, NY |
SELL
|
- |
-24K- 62.23% |
$6.12M - $7.53M
|
14.6K
$3.62M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-26.7K- 1.0% |
$6.81M - $8.37M
|
2.63M
$656M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-28.1K- 1.34% |
$7.18M - $8.83M
|
2.07M
$516M
|
|
|
Aug 14, 2025
Q2 2025
|
American Capital Management Inc
New York, NY |
SELL
|
- |
-30.6K- 23.89% |
$7.81M - $9.61M
|
97.5K
$24.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-37.5K- 92.04% |
$9.58M - $11.8M
|
3.25K
$808K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-42.9K- 16.82% |
$10.9M - $13.5M
|
212K
$52.8M
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-45.9K- 71.67% |
$11.7M - $14.4M
|
18.1K
$4.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-45.9K- 71.67% |
$11.7M - $14.4M
|
18.1K
$4.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-47.5K- 45.17% |
$12.1M - $14.9M
|
57.7K
$14.4M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-55.1K- 79.27% |
$14.1M - $17.3M
|
14.4K
$3.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Select Equity Group, L.P.
New York, NY |
SELL
|
- |
-59.3K- 5.05% |
$15.1M - $18.6M
|
1.11M
$277M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-60.2K- 55.89% |
$15.4M - $18.9M
|
47.5K
$11.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-61.6K- 6.77% |
$15.7M - $19.3M
|
849K
$211M
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-65.8K- 7.74% |
$16.8M - $20.7M
|
784K
$195M
|
|
|
Aug 08, 2025
Q2 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-222K- 25.76% |
$56.7M - $69.7M
|
640K
$159M
|
|
|
Aug 14, 2025
Q2 2025
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-299K- 27.69% |
$76.3M - $93.9M
|
781K
$194M
|