Institutional Ownership Morningstar, Inc. (MORN)
This table provides information about the institutional ownership of Morningstar, Inc. (MORN). We have compiled data on the 506 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 |
|---|---|---|---|---|---|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
955
shares
|
$202,412
0.05% of portfolio
|
Q4 2025
Reduced 13.96%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
953
shares
|
$201,988
0.11% of portfolio
|
Q1 2024
Added 30.91%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 15, 2026 Q4 2025 |
948
shares
|
$200,928
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
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%
|
|
|
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
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 12, 2025 Q3 2025 |
900
shares
|
$190,755
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Personal Cfo Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
900
shares
|
$190,755
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2025 Q3 2025 |
868
shares
|
$183,972
0.07% of portfolio
|
Q3 2025
Reduced 43.75%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
861
shares
|
$182,488
0.0% of portfolio
|
Q4 2025
Added 176.85%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
797
shares
|
$168,924
0.02% of portfolio
|
Q4 2023
Reduced 12.42%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
733
shares
|
$155,359
0.0% of portfolio
|
Q4 2025
Added 75.78%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
711
shares
|
$150,696
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
678
shares
|
$143,702
0.0% of portfolio
|
Q3 2024
Reduced 71.42%
|
|
|
Kbc Group Nv
|
Jan 20, 2026 Q3 2025 |
659
shares
|
$139,675
0.0% of portfolio
|
Q2 2025
Reduced 38.06%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
600
shares
|
$127,170
0.0% of portfolio
|
Q1 2024
Reduced 25.0%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
569
shares
|
$120,599
0.01% of portfolio
|
Q3 2023
Reduced 4.69%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
564
shares
|
$119,539
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Strs Ohio
|
Oct 30, 2025 Q3 2025 |
554
shares
|
$117,420
0.0% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
534
shares
|
$113,181
0.0% of portfolio
|
Q3 2025
Reduced 20.54%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 14, 2026 Q4 2025 |
515
shares
|
$109,154
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
502
shares
|
$106,398
0.06% of portfolio
|
Q3 2025
Reduced 10.36%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
484
shares
|
$102,583
0.0% of portfolio
|
Q3 2025
Reduced 8.16%
|
|