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 |
|---|---|---|---|---|---|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
16
shares
|
$3,391
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
16
shares
|
$3,391
0.0% of portfolio
|
Q3 2025
Added 1500.0%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
15
shares
|
$3,179
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
13
shares
|
$2,755
0.0% of portfolio
|
Q3 2025
Reduced 13.33%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
13
shares
|
$2,755
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
13
shares
|
$2,755
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
13
shares
|
$2,755
0.0% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
12
shares
|
$2,543
0.0% of portfolio
|
Q3 2025
Reduced 63.64%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
11
shares
|
$2,331
0.0% of portfolio
|
Q3 2025
Reduced 69.44%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
10
shares
|
$2,119
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
9
shares
|
$1,907
0.0% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
8
shares
|
$1,695
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
7
shares
|
$1,483
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
6
shares
|
$1,271
0.0% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
6
shares
|
$1,271
0.0% of portfolio
|
Q3 2025
Added 200.0%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
5
shares
|
$1,059
0.0% of portfolio
|
Q1 2025
Reduced 92.19%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
5
shares
|
$1,059
0.0% of portfolio
|
Q3 2025
Reduced 16.67%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
5
shares
|
$1,059
0.0% of portfolio
|
Q3 2025
Reduced 61.54%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
5
shares
|
$1,059
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
4
shares
|
$847
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
4
shares
|
$847
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
4
shares
|
$847
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
4
shares
|
$847
0.0% of portfolio
|
Q3 2025
Reduced 63.64%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
3
shares
|
$635
0.0% of portfolio
|
Q3 2025
Added 200.0%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
2
shares
|
$423
0.0% of portfolio
|
Q2 2025
New holding
|
|