Institutional Ownership Morningstar, Inc. (MORN)
This table provides information about the institutional ownership of Morningstar, Inc. (MORN). We have compiled data on the 494 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 |
|---|---|---|---|---|---|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
125
shares
|
$26,493
0.01% of portfolio
|
Q3 2025
Reduced 35.9%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
115
shares
|
$24,374
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
112
shares
|
$23,738
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
93
shares
|
$19,711
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Amica Retiree Medical Trust
|
Nov 07, 2025 Q3 2025 |
91
shares
|
$19,287
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
89
shares
|
$18,863
0.0% of portfolio
|
Q3 2025
Added 140.54%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
87
shares
|
$18,439
0.0% of portfolio
|
Q3 2025
Added 163.64%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
84
shares
|
$17,803
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
84
shares
|
$17,803
0.0% of portfolio
|
Q3 2025
Added 35.48%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
83
shares
|
$17,591
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
83
shares
|
$17,591
0.0% of portfolio
|
Q3 2025
Reduced 4.6%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
80
shares
|
$16,956
0.0% of portfolio
|
Q3 2025
Reduced 13.04%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
79
shares
|
$16,744
0.0% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Tobam
|
Nov 07, 2025 Q3 2025 |
78
shares
|
$16,532
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
78
shares
|
$16,532
0.0% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
77
shares
|
$16,320
0.0% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
75
shares
|
$15,896
0.0% of portfolio
|
Q1 2024
Reduced 42.31%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
70
shares
|
$14,836
0.0% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
67
shares
|
$14,200
0.0% of portfolio
|
Q3 2025
Added 346.67%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
63
shares
|
$13,352
0.0% of portfolio
|
Q3 2022
Added 36.96%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
61
shares
|
$12,928
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
61
shares
|
$12,928
0.0% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
60
shares
|
$12,717
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
59
shares
|
$12,505
0.0% of portfolio
|
Q2 2020
Reduced 62.71%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
57
shares
|
$12,081
0.0% of portfolio
|
Q3 2025
Added 1325.0%
|
|