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 $7.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
170
shares
|
$50,338
0.01% of portfolio
|
Q4 2024
Reduced 89.24%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Feb 13, 2025 Q4 2024 |
163
shares
|
$48,265
0.02% of portfolio
|
Q4 2024
Reduced 36.33%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Feb 14, 2025 Q4 2024 |
144
shares
|
$42,639
0.0% of portfolio
|
Q4 2024
Reduced 16.76%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
141
shares
|
$41,751
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
139
shares
|
$41,159
0.01% of portfolio
|
Q4 2024
Added 49.46%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
125
shares
|
$37,013
0.0% of portfolio
|
Q4 2024
Added 12.61%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
122
shares
|
$36,125
0.0% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
120
shares
|
$35,533
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Feb 14, 2025 Q4 2024 |
119
shares
|
$35,237
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
115
shares
|
$34,052
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
111
shares
|
$32,868
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
110
shares
|
$32,572
0.0% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
84
shares
|
$24,873
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
83
shares
|
$24,577
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
79
shares
|
$23,392
0.0% of portfolio
|
Q4 2023
Added 6.76%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
78
shares
|
$23,096
0.0% of portfolio
|
Q4 2024
Added 178.57%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
77
shares
|
$22,800
0.0% of portfolio
|
Q2 2024
Reduced 15.38%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
76
shares
|
$22,504
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
76
shares
|
$22,504
0.01% of portfolio
|
Q4 2022
Added 1.33%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
75
shares
|
$22,208
0.0% of portfolio
|
Q1 2024
Reduced 42.31%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
73
shares
|
$21,616
0.0% of portfolio
|
Q4 2024
Reduced 7.59%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
73
shares
|
$21,616
0.0% of portfolio
|
Q4 2024
Reduced 12.05%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
72
shares
|
$21,319
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
70
shares
|
$20,727
0.0% of portfolio
|
Q4 2022
Reduced 5.41%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
65
shares
|
$19,247
0.0% of portfolio
|
Q4 2024
Reduced 72.92%
|