Institutional Ownership Morningstar, Inc. (MORN)
This table provides information about the institutional ownership of Morningstar, Inc. (MORN). We have compiled data on the 495 institutions that hold shares in the stock, with a total of 26 Million shares, which have been reported (via 13F filing form) to have a value of $5.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Xponance, Inc.
|
Nov 10, 2025 Q3 2025 |
4,228
shares
|
$896,124
0.01% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Martin Capital Advisors, LLP
|
Oct 15, 2025 Q3 2025 |
4,202
shares
|
$890,613
0.61% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
4,188
shares
|
$887,646
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
4,117
shares
|
$872,598
0.0% of portfolio
|
Q3 2025
Reduced 29.6%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
4,086
shares
|
$866,027
0.05% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
4,039
shares
|
$856,066
0.01% of portfolio
|
Q3 2025
Added 271.57%
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
4,007
shares
|
$849,283
0.09% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
3,977
shares
|
$842,925
0.0% of portfolio
|
Q3 2025
Added 77.7%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,971
shares
|
$841,653
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
3,922
shares
|
$831,267
0.01% of portfolio
|
Q4 2025
Added 45.53%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2025 Q3 2025 |
3,863
shares
|
$818,762
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
3,822
shares
|
$810,072
0.0% of portfolio
|
Q3 2025
Added 9.04%
|
|
|
Aurora Investment Counsel
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
3,810
shares
|
$807,529
0.51% of portfolio
|
Q3 2025
Added 23.3%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
3,779
shares
|
$800,959
0.01% of portfolio
|
Q3 2025
Reduced 19.18%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
3,750
shares
|
$794,812
0.28% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
3,739
shares
|
$792,481
0.12% of portfolio
|
Q3 2025
Reduced 23.54%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
3,734
shares
|
$791,421
0.0% of portfolio
|
Q3 2023
Reduced 3.64%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Nov 14, 2025 Q3 2025 |
3,683
shares
|
$780,611
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 18, 2025 Q3 2025 |
3,646
shares
|
$772,769
0.0% of portfolio
|
Q3 2025
Reduced 9.95%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
3,645
shares
|
$772,557
0.0% of portfolio
|
Q3 2025
Reduced 59.56%
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,639
shares
|
$771,286
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Nov 13, 2025 Q3 2025 |
3,601
shares
|
$763,231
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
R Squared LTD
Central, K3 |
Nov 12, 2025 Q3 2025 |
3,565
shares
|
$755,601
0.36% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
3,521
shares
|
$746,275
0.03% of portfolio
|
Q3 2025
Added 104.95%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
3,502
shares
|
$742,248
0.0% of portfolio
|
Q3 2025
Added 3.86%
|
|