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 |
|---|---|---|---|---|---|
|
Nisa Investment Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
63
shares
|
$13,352
0.0% of portfolio
|
Q4 2025
Reduced 5.97%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
63
shares
|
$13,352
0.0% of portfolio
|
Q3 2022
Added 36.96%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
63
shares
|
$13,352
0.0% of portfolio
|
Q4 2025
Added 3050.0%
|
|
|
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%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
53
shares
|
$11,233
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
53
shares
|
$11,233
0.0% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
51
shares
|
$10,809
0.0% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
48
shares
|
$10,173
0.0% of portfolio
|
Q3 2023
Reduced 14.29%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
46
shares
|
$9,749
0.01% of portfolio
|
Q1 2025
Added 820.0%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
46
shares
|
$9,749
0.0% of portfolio
|
Q3 2025
Reduced 41.03%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
46
shares
|
$9,749
0.0% of portfolio
|
Q2 2024
Reduced 26.98%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
43
shares
|
$9,113
0.0% of portfolio
|
Q3 2025
Added 1333.33%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
38
shares
|
$8,054
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
35
shares
|
$7,418
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
33
shares
|
$6,994
0.0% of portfolio
|
Q1 2025
Reduced 54.79%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
31
shares
|
$6,570
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
27
shares
|
$5,722
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
25
shares
|
$5,298
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
24
shares
|
$5,086
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
22
shares
|
$4,662
0.0% of portfolio
|
Q4 2025
Reduced 8.33%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
22
shares
|
$4,662
0.0% of portfolio
|
Q3 2025
Added 10.0%
|
|