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 |
|---|---|---|---|---|---|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
542
shares
|
$164,567
0.03% of portfolio
|
Q4 2024
Added 942.31%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
517
shares
|
$156,976
0.01% of portfolio
|
Q4 2024
Reduced 10.4%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
467
shares
|
$141,795
0.01% of portfolio
|
Q4 2024
Added 49.2%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
467
shares
|
$141,795
0.0% of portfolio
|
Q4 2024
Added 13.08%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
431
shares
|
$130,864
0.0% of portfolio
|
Q4 2024
Reduced 11.13%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
423
shares
|
$128,435
0.0% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
417
shares
|
$126,613
0.0% of portfolio
|
Q4 2024
Reduced 11.65%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
416
shares
|
$126,310
0.09% of portfolio
|
Q4 2024
Added 14.6%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
407
shares
|
$123,577
0.0% of portfolio
|
Q4 2024
Added 123.63%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
389
shares
|
$118,112
0.0% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
375
shares
|
$113,861
0.0% of portfolio
|
Q4 2023
Reduced 34.78%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
361
shares
|
$109,610
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
345
shares
|
$104,752
0.0% of portfolio
|
Q2 2024
Added 6.15%
|
|
|
Meeder Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
331
shares
|
$100,501
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
285
shares
|
$86,534
0.02% of portfolio
|
Q4 2024
Added 15.85%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
283
shares
|
$85,927
0.01% of portfolio
|
Q3 2024
Added 27.48%
|
|
|
Mizuho Bank, Ltd.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
280
shares
|
$85,016
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
271
shares
|
$82,283
0.0% of portfolio
|
Q4 2024
Added 64.24%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
230
shares
|
$69,834
0.01% of portfolio
|
Q2 2024
Added 0.88%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Feb 10, 2025 Q4 2024 |
218
shares
|
$66,191
0.0% of portfolio
|
Q4 2024
Reduced 70.34%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
215
shares
|
$65,280
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
192
shares
|
$58,296
0.0% of portfolio
|
Q4 2024
Added 15.66%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
184
shares
|
$55,867
0.0% of portfolio
|
Q3 2024
Reduced 6.12%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
175
shares
|
$53,135
0.0% of portfolio
|
Q1 2022
Added 40.0%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
171
shares
|
$51,920
0.0% of portfolio
|
Q2 2024
Reduced 3.93%
|