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 |
|---|---|---|---|---|---|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
700
shares
|
$212,541
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
696
shares
|
$211,326
0.09% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Claret Asset Management Corp
|
Feb 13, 2025 Q4 2024 |
693
shares
|
$210,415
0.04% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
678
shares
|
$205,861
0.0% of portfolio
|
Q3 2024
Reduced 71.42%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
674
shares
|
$204,646
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Profund Advisors LLC
|
Feb 13, 2025 Q4 2024 |
670
shares
|
$203,432
0.01% of portfolio
|
Q4 2024
Reduced 13.99%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Feb 11, 2025 Q4 2024 |
664
shares
|
$201,610
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
662
shares
|
$201,003
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
654
shares
|
$198,574
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
647
shares
|
$196,448
0.01% of portfolio
|
Q4 2024
Added 257.46%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
646
shares
|
$196,144
0.07% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
639
shares
|
$194,019
0.0% of portfolio
|
Q4 2024
Reduced 68.58%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
636
shares
|
$193,108
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Jan 24, 2025 Q4 2024 |
635
shares
|
$192,805
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
634
shares
|
$192,501
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
630
shares
|
$191,286
0.01% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
625
shares
|
$189,768
0.0% of portfolio
|
Q4 2024
Reduced 11.72%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
617
shares
|
$187,339
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
616
shares
|
$187,036
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
612
shares
|
$185,821
0.02% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Corton Capital Inc.
Carrying Place, A6 |
Feb 13, 2025 Q4 2024 |
612
shares
|
$185,821
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Feb 07, 2025 Q4 2024 |
610
shares
|
$185,214
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
600
shares
|
$182,178
0.0% of portfolio
|
Q1 2024
Reduced 25.0%
|
|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
600
shares
|
$182,178
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
569
shares
|
$172,765
0.01% of portfolio
|
Q3 2023
Reduced 4.69%
|