Institutional Ownership Morningstar, Inc. (MORN)
This table provides information about the institutional ownership of Morningstar, Inc. (MORN). We have compiled data on the 495 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 $5.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
181,439
shares
|
$38.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.25%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 12, 2025 Q3 2025 |
168,241
shares
|
$35.7 Million
0.03% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2025 Q3 2025 |
160,800
shares
|
$34.1 Million
0.08% of portfolio
|
Q3 2025
Added 13.08%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
159,584
shares
|
$33.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 82.5%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
156,742
shares
|
$33.2 Million
0.01% of portfolio
|
Q3 2025
Added 171.62%
|
|
|
M&G PLC
London, X0 |
Nov 07, 2025 Q3 2025 |
155,134
shares
|
$32.9 Million
0.21% of portfolio
|
Q3 2025
Reduced 5.34%
|
|
|
Royce & Associates LP
|
Nov 12, 2025 Q3 2025 |
139,376
shares
|
$29.5 Million
0.35% of portfolio
|
Q3 2025
Added 7.86%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
124,599
shares
|
$26.4 Million
0.0% of portfolio
|
Q3 2025
Added 262.2%
|
|
|
Nuveen, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
113,293
shares
|
$24 Million
0.01% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
110,885
shares
|
$23.5 Million
0.01% of portfolio
|
Q3 2025
Added 6.48%
|
|
|
American Capital Management Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
99,197
shares
|
$21 Million
0.92% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
98,456
shares
|
$20.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 73.92%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
98,274
shares
|
$20.8 Million
0.11% of portfolio
|
Q3 2025
Added 209.3%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
91,155
shares
|
$19.3 Million
0.01% of portfolio
|
Q3 2025
Added 32.02%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Nov 14, 2025 Q3 2025 |
90,762
shares
|
$19.2 Million
0.11% of portfolio
|
Q3 2025
Added 118.39%
|
|
|
Premier Fund Managers LTD
|
Nov 10, 2025 Q3 2025 |
90,592
shares
|
$19.2 Million
0.87% of portfolio
|
Q3 2025
Reduced 54.89%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
90,029
shares
|
$19.1 Million
0.01% of portfolio
|
Q4 2024
Added 25.93%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
Oct 27, 2025 Q3 2025 |
88,108
shares
|
$18.7 Million
0.02% of portfolio
|
Q3 2025
Added 46.41%
|
|
|
Copeland Capital Management, LLC
|
Oct 17, 2025 Q3 2025 |
87,904
shares
|
$18.6 Million
0.43% of portfolio
|
Q3 2025
Reduced 5.09%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
84,318
shares
|
$17.9 Million
0.0% of portfolio
|
Q3 2025
Added 77.33%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
82,931
shares
|
$17.6 Million
0.02% of portfolio
|
Q3 2025
Reduced 40.9%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
78,754
shares
|
$16.7 Million
0.02% of portfolio
|
Q3 2022
Added 5.48%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
74,751
shares
|
$15.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 43.09%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
74,059
shares
|
$15.7 Million
0.28% of portfolio
|
Q2 2022
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
73,244
shares
|
$15.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.68%
|
|