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 |
|---|---|---|---|---|---|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
1,052
shares
|
$319,418
0.05% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Shelton Capital Management
Denver, CO |
Feb 13, 2025 Q4 2024 |
1,038
shares
|
$315,167
0.01% of portfolio
|
Q2 2024
Reduced 5.64%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Feb 14, 2025 Q4 2024 |
997
shares
|
$302,719
0.04% of portfolio
|
Q4 2024
Added 41.82%
|
|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
979
shares
|
$297,253
0.04% of portfolio
|
Q4 2024
Reduced 92.32%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
953
shares
|
$289,359
0.11% of portfolio
|
Q1 2024
Added 30.91%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
925
shares
|
$280,857
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
890
shares
|
$270,230
0.0% of portfolio
|
Q4 2024
Added 6.97%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jan 23, 2025 Q4 2024 |
888
shares
|
$269,623
0.12% of portfolio
|
Q4 2024
Reduced 11.2%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Feb 14, 2025 Q4 2024 |
837
shares
|
$254,138
0.01% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Feb 06, 2025 Q4 2024 |
817
shares
|
$248,065
0.12% of portfolio
|
Q4 2024
Reduced 21.59%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
797
shares
|
$241,993
0.02% of portfolio
|
Q4 2023
Reduced 12.42%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
788
shares
|
$239,260
0.01% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Spears Abacus Advisors LLC
|
Feb 12, 2025 Q4 2024 |
782
shares
|
$237,438
0.01% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
782
shares
|
$237,438
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
775
shares
|
$235,313
0.01% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
772
shares
|
$234,402
0.01% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 17, 2025 Q4 2024 |
770
shares
|
$233,795
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
769
shares
|
$233,491
0.01% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
765
shares
|
$232,276
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
760
shares
|
$230,758
0.02% of portfolio
|
Q4 2024
Reduced 66.94%
|
|
|
Bank Of Stockton
|
Feb 03, 2025 Q4 2024 |
760
shares
|
$230,758
0.08% of portfolio
|
Q3 2024
Reduced 17.75%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
729
shares
|
$221,346
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Amundi
Paris, I0 |
Feb 07, 2025 Q4 2024 |
728
shares
|
$221,042
0.0% of portfolio
|
Q4 2024
Reduced 99.62%
|
|
|
Bayforest Capital LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
715
shares
|
$217,095
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
705
shares
|
$214,059
0.01% of portfolio
|
Q4 2024
Added 12.8%
|