Institutional Ownership Morningstar, Inc. (MORN)
This table provides information about the institutional ownership of Morningstar, Inc. (MORN). We have compiled data on the 471 institutions that hold shares in the stock, with a total of 25.1 Million shares, which have been reported (via 13F filing form) to have a value of $7.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,453
shares
|
$441,174
0.0% of portfolio
|
Q4 2024
Reduced 37.64%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,396
shares
|
$423,867
0.17% of portfolio
|
Q2 2024
Added 13.22%
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Jan 22, 2025 Q4 2024 |
1,390
shares
|
$422,045
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Dearborn Partners LLC
|
Feb 07, 2025 Q4 2024 |
1,330
shares
|
$403,827
0.02% of portfolio
|
Q4 2024
Added 25.71%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Jan 31, 2025 Q4 2024 |
1,327
shares
|
$402,917
0.0% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,311
shares
|
$398,058
0.0% of portfolio
|
Q4 2024
Reduced 56.78%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
1,269
shares
|
$385,306
0.0% of portfolio
|
Q4 2024
Added 26.39%
|
|
|
Pro Share Advisors LLC
|
Feb 13, 2025 Q4 2024 |
1,263
shares
|
$383,484
0.0% of portfolio
|
Q4 2024
Added 7.4%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Jan 31, 2025 Q4 2024 |
1,256
shares
|
$381,359
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
1,254
shares
|
$380,752
0.0% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
1,248
shares
|
$378,930
0.01% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
1,237
shares
|
$375,590
0.01% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
1,220
shares
|
$370,428
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Feb 12, 2025 Q4 2024 |
1,201
shares
|
$364,659
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
1,178
shares
|
$357,676
0.01% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Capital Investment Counsel, Inc
|
Feb 03, 2025 Q4 2024 |
1,150
shares
|
$349,174
0.06% of portfolio
|
Q1 2021
Reduced 8.0%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
1,144
shares
|
$347,352
0.01% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,138
shares
|
$345,530
0.0% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
1,135
shares
|
$344,620
0.29% of portfolio
|
Q4 2024
Added 12.6%
|
|
|
Kbc Group Nv
|
Jan 22, 2025 Q4 2024 |
1,125
shares
|
$341,583
0.0% of portfolio
|
Q4 2024
Added 63.28%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
1,118
shares
|
$339,458
0.0% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
1,080
shares
|
$327,920
0.0% of portfolio
|
Q4 2024
Reduced 9.4%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
1,073
shares
|
$325,794
0.01% of portfolio
|
Q4 2024
Added 29.43%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
1,072
shares
|
$325,491
0.02% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
1,061
shares
|
$322,151
0.23% of portfolio
|
Q4 2024
Reduced 7.26%
|