Institutional Ownership Morningstar, Inc. (MORN)
This table provides information about the institutional ownership of Morningstar, Inc. (MORN). We have compiled data on the 494 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 $5.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Investment Counsel, Inc
|
Oct 31, 2025 Q3 2025 |
1,150
shares
|
$243,742
0.03% of portfolio
|
Q1 2021
Reduced 8.0%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,150
shares
|
$243,742
0.04% of portfolio
|
Q3 2025
Reduced 74.1%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
1,144
shares
|
$242,470
0.01% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
1,127
shares
|
$238,867
0.0% of portfolio
|
Q3 2025
Reduced 4.57%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
1,111
shares
|
$235,476
0.01% of portfolio
|
Q3 2025
Added 41.53%
|
|
|
Cadent Capital Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
1,110
shares
|
$235,264
0.07% of portfolio
|
Q3 2025
Reduced 25.45%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,107
shares
|
$234,628
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
Nov 07, 2025 Q3 2025 |
1,106
shares
|
$234,416
0.16% of portfolio
|
Q2 2025
Added 14.49%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
1,061
shares
|
$224,878
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,050
shares
|
$222,547
0.0% of portfolio
|
Q3 2025
Reduced 20.87%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,049
shares
|
$222,335
0.0% of portfolio
|
Q3 2025
Added 17.47%
|
|
|
Pro Share Advisors LLC
|
Nov 05, 2025 Q3 2025 |
1,040
shares
|
$220,428
0.0% of portfolio
|
Q3 2025
Reduced 11.86%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,029
shares
|
$218,096
0.0% of portfolio
|
Q3 2025
Reduced 7.55%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
1,027
shares
|
$217,672
0.01% of portfolio
|
Q3 2025
Reduced 23.36%
|
|
|
Ethic Inc.
New York, NY |
Oct 17, 2025 Q3 2025 |
1,019
shares
|
$215,977
0.0% of portfolio
|
Q3 2025
Reduced 62.78%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
996
shares
|
$211,102
0.01% of portfolio
|
Q3 2025
Reduced 66.86%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2025 Q3 2025 |
970
shares
|
$205,591
0.0% of portfolio
|
Q1 2025
Reduced 6.55%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
953
shares
|
$201,988
0.11% of portfolio
|
Q1 2024
Added 30.91%
|
|
|
Amica Mutual Insurance CO
|
Nov 07, 2025 Q3 2025 |
930
shares
|
$197,113
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
927
shares
|
$196,477
0.01% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Mechanics Bank Trust Department
|
Oct 22, 2025 Q3 2025 |
925
shares
|
$196,053
0.03% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
921
shares
|
$195,205
0.0% of portfolio
|
Q3 2025
Reduced 18.5%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
907
shares
|
$192,238
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Nov 13, 2025 Q3 2025 |
906
shares
|
$192,026
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
903
shares
|
$191,390
0.01% of portfolio
|
Q3 2025
Reduced 2.27%
|
|