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 |
|---|---|---|---|---|---|
|
Aigen Investment Management, LP
|
Nov 14, 2025 Q3 2025 |
2,496
shares
|
$529,027
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
2,494
shares
|
$528,603
0.0% of portfolio
|
Q3 2025
Added 12.8%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
2,462
shares
|
$521,820
0.0% of portfolio
|
Q3 2025
Added 133.36%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Oct 20, 2025 Q3 2025 |
2,400
shares
|
$508,680
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Planning Alternatives LTD
|
Nov 12, 2025 Q3 2025 |
2,392
shares
|
$506,984
0.07% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
2,387
shares
|
$505,924
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
2,358
shares
|
$499,778
0.11% of portfolio
|
Q3 2025
Added 173.87%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
2,310
shares
|
$489,604
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Nov 14, 2025 Q3 2025 |
2,211
shares
|
$468,621
0.03% of portfolio
|
Q3 2025
Added 14.15%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
2,185
shares
|
$463,110
0.0% of portfolio
|
Q3 2025
Added 6.69%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
2,152
shares
|
$456,116
0.0% of portfolio
|
Q3 2025
Reduced 38.93%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
2,061
shares
|
$436,828
0.02% of portfolio
|
Q3 2025
Reduced 47.33%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,979
shares
|
$419,449
0.03% of portfolio
|
Q3 2025
Reduced 57.94%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
1,960
shares
|
$415,422
0.01% of portfolio
|
Q3 2025
Added 5.6%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
1,932
shares
|
$409,487
0.01% of portfolio
|
Q3 2025
Added 3.54%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
1,890
shares
|
$400,585
0.01% of portfolio
|
Q3 2025
Reduced 10.43%
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
1,832
shares
|
$388,292
0.01% of portfolio
|
Q3 2025
Reduced 11.92%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 23, 2025 Q3 2025 |
1,815
shares
|
$384,689
0.16% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Procyon Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
1,792
shares
|
$379,814
0.01% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
111 Capital
Paris, I0 |
Nov 12, 2025 Q3 2025 |
1,782
shares
|
$377,694
0.08% of portfolio
|
Q3 2025
Reduced 26.97%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
1,729
shares
|
$366,461
0.03% of portfolio
|
Q3 2025
Reduced 70.89%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
1,710
shares
|
$362,434
0.0% of portfolio
|
Q3 2025
Reduced 32.36%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,709
shares
|
$362,222
0.01% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
1,690
shares
|
$358,195
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
1,680
shares
|
$356,076
0.01% of portfolio
|
Q3 2025
Added 41.41%
|
|