Institutional Ownership Morningstar, Inc. (MORN)
This table provides information about the institutional ownership of Morningstar, Inc. (MORN). We have compiled data on the 474 institutions that hold shares in the stock, with a total of 25.3 Million shares, which have been reported (via 13F filing form) to have a value of $6.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
2,803,611
shares
|
$765 Million
0.02% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,536,665
shares
|
$692 Million
0.02% of portfolio
|
Q2 2024
Added 3.65%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,056,910
shares
|
$561 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Select Equity Group, L.P.
New York, NY |
Feb 14, 2025 Q4 2024 |
1,374,435
shares
|
$375 Million
2.1% of portfolio
|
Q4 2024
Reduced 21.88%
|
|
|
Bamco Inc
New York, NY |
Feb 14, 2025 Q4 2024 |
1,305,155
shares
|
$356 Million
1.17% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,303,330
shares
|
$356 Million
0.04% of portfolio
|
Q4 2024
Reduced 16.27%
|
|
|
Atlanta Capital Management CO L L C
Atlanta, GA |
Nov 14, 2022 Q3 2022 |
1,029,605
shares
|
$281 Million
0.97% of portfolio
|
Q3 2022
Added 0.25%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Feb 12, 2025 Q4 2024 |
1,016,306
shares
|
$277 Million
0.11% of portfolio
|
Q4 2024
Reduced 15.43%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
975,193
shares
|
$266 Million
0.78% of portfolio
|
Q4 2024
Reduced 6.51%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
841,634
shares
|
$230 Million
0.01% of portfolio
|
Q4 2024
Added 4.64%
|
|
|
Wasatch Advisors Inc
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
690,154
shares
|
$188 Million
1.17% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
668,889
shares
|
$183 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
561,431
shares
|
$153 Million
0.02% of portfolio
|
Q4 2024
Added 12.87%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
381,928
shares
|
$104 Million
0.68% of portfolio
|
Q4 2022
Added 8.88%
|
|
|
Norges Bank
Oslo, Q8 |
Feb 12, 2025 Q4 2024 |
331,673
shares
|
$90.5 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
305,014
shares
|
$83.3 Million
0.03% of portfolio
|
Q4 2024
Added 4.51%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
287,658
shares
|
$78.5 Million
0.05% of portfolio
|
Q4 2024
Reduced 41.9%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
272,951
shares
|
$74.5 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
232,483
shares
|
$63.5 Million
0.01% of portfolio
|
Q4 2024
Added 7.8%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
230,149
shares
|
$62.8 Million
0.01% of portfolio
|
Q4 2024
Added 18.62%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
194,195
shares
|
$53 Million
0.01% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
194,182
shares
|
$53 Million
0.01% of portfolio
|
Q4 2024
Added 65.77%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
190,655
shares
|
$52 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.68%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
188,370
shares
|
$51.4 Million
0.1% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
M&G PLC
London, X0 |
Feb 11, 2025 Q4 2024 |
176,670
shares
|
$48.2 Million
0.37% of portfolio
|
Q4 2024
New holding
|