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 |
|---|---|---|---|---|---|
|
Numerai Gp LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
3,447
shares
|
$730,591
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
3,350
shares
|
$710,032
0.05% of portfolio
|
Q3 2025
Reduced 44.83%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 10, 2025 Q3 2025 |
3,341
shares
|
$708,124
0.13% of portfolio
|
Q3 2025
Reduced 34.87%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
3,302
shares
|
$699,858
0.01% of portfolio
|
Q2 2025
Added 11.59%
|
|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
3,222
shares
|
$682,902
0.0% of portfolio
|
Q3 2025
Added 125.63%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
3,172
shares
|
$672,305
0.0% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Oct 30, 2025 Q3 2025 |
3,162
shares
|
$670,185
0.17% of portfolio
|
Q1 2025
Added 21.75%
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
3,140
shares
|
$665,523
0.01% of portfolio
|
Q3 2025
Reduced 24.28%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Nov 05, 2025 Q3 2025 |
3,106
shares
|
$658,316
0.05% of portfolio
|
Q2 2025
Added 9.02%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
3,081
shares
|
$653,017
0.01% of portfolio
|
Q3 2025
Added 128.22%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Nov 04, 2025 Q3 2025 |
3,056
shares
|
$647,719
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
3,021
shares
|
$640,300
0.01% of portfolio
|
Q4 2018
Reduced 5.03%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
2,871
shares
|
$608,508
0.01% of portfolio
|
Q3 2025
Added 30.68%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
2,861
shares
|
$606,388
0.0% of portfolio
|
Q3 2025
Added 7.15%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
2,833
shares
|
$600,454
0.02% of portfolio
|
Q2 2022
Added 6.66%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
2,752
shares
|
$583,286
0.0% of portfolio
|
Q2 2023
Reduced 8.66%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
2,736
shares
|
$579,895
0.01% of portfolio
|
Q3 2025
Reduced 7.03%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
2,720
shares
|
$576,504
0.04% of portfolio
|
Q3 2025
Reduced 22.06%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,685
shares
|
$569,085
0.0% of portfolio
|
Q3 2025
Reduced 7.29%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
2,647
shares
|
$561,031
0.01% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 13, 2025 Q3 2025 |
2,604
shares
|
$551,917
0.0% of portfolio
|
Q3 2025
Reduced 6.57%
|
|
|
Covey Capital Advisors, LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
2,604
shares
|
$551,917
0.91% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
2,579
shares
|
$546,619
0.03% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
2,561
shares
|
$542,803
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
2,507
shares
|
$531,358
0.0% of portfolio
|
Q3 2025
New holding
|
|