Institutional Ownership Morningstar, Inc. (MORN)
This table provides information about the institutional ownership of Morningstar, Inc. (MORN). We have compiled data on the 501 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 |
|---|---|---|---|---|---|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
384
shares
|
$81,388
0.0% of portfolio
|
Q3 2025
Added 12.61%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
359
shares
|
$76,090
0.0% of portfolio
|
Q4 2025
Added 40.23%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
355
shares
|
$75,242
0.0% of portfolio
|
Q1 2025
Added 31.0%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
353
shares
|
$74,818
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
325
shares
|
$68,883
0.0% of portfolio
|
Q2 2025
Reduced 5.8%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
287
shares
|
$60,829
0.0% of portfolio
|
Q1 2025
Reduced 32.15%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
268
shares
|
$56,802
0.0% of portfolio
|
Q3 2025
Added 72.9%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
263
shares
|
$55,742
0.01% of portfolio
|
Q3 2025
Reduced 60.45%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
253
shares
|
$53,623
0.0% of portfolio
|
Q3 2025
Added 84.67%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
240
shares
|
$50,868
0.0% of portfolio
|
Q4 2025
Reduced 2.83%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
230
shares
|
$48,748
0.01% of portfolio
|
Q4 2025
Added 0.88%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
223
shares
|
$47,264
0.01% of portfolio
|
Q1 2025
Added 205.48%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
204
shares
|
$43,237
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
200
shares
|
$42,390
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
197
shares
|
$41,754
0.0% of portfolio
|
Q4 2025
Reduced 46.32%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
194
shares
|
$41,118
0.0% of portfolio
|
Q2 2025
Added 13.45%
|
|
|
Employees Retirement System Of Texas
|
Nov 13, 2025 Q3 2025 |
184
shares
|
$38,998
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
183
shares
|
$38,786
0.0% of portfolio
|
Q3 2025
Added 19.61%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
177
shares
|
$37,515
0.0% of portfolio
|
Q4 2025
Added 142.47%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
175
shares
|
$37,091
0.0% of portfolio
|
Q1 2022
Added 40.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
172
shares
|
$36,455
0.01% of portfolio
|
Q4 2025
Added 120.51%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
171
shares
|
$36,243
0.0% of portfolio
|
Q3 2025
Reduced 99.61%
|
|
|
American National Bank
|
Jan 20, 2026 Q4 2025 |
170
shares
|
$36,031
0.0% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2025 Q3 2025 |
168
shares
|
$35,607
0.0% of portfolio
|
Q3 2025
Reduced 13.4%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
165
shares
|
$34,971
0.0% of portfolio
|
Q3 2025
Added 54.21%
|
|