Institutional Ownership Morningstar, Inc. (MORN)
This table provides information about the institutional ownership of Morningstar, Inc. (MORN). We have compiled data on the 429 institutions that hold shares in the stock, with a total of 25.7 Million shares, which have been reported (via 13F filing form) to have a value of $8.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Capital Management Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
144,231
shares
|
$49.1 Million
1.51% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
135,055
shares
|
$46 Million
0.06% of portfolio
|
Q3 2024
Added 5.5%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
118,070
shares
|
$40.2 Million
0.01% of portfolio
|
Q3 2024
Added 37.43%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
117,140
shares
|
$39.9 Million
0.01% of portfolio
|
Q3 2024
Added 160.48%
|
|
|
Copeland Capital Management, LLC
|
Oct 21, 2024 Q3 2024 |
107,032
shares
|
$36.5 Million
0.61% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Praesidium Investment Management Company, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
98,766
shares
|
$33.7 Million
5.29% of portfolio
|
Q2 2024
Reduced 29.55%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2024 Q3 2024 |
88,679
shares
|
$30.2 Million
0.01% of portfolio
|
Q3 2024
Added 7.52%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
88,576
shares
|
$30.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
88,378
shares
|
$30.1 Million
0.37% of portfolio
|
Q3 2024
Added 61.32%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
78,754
shares
|
$26.8 Million
0.02% of portfolio
|
Q3 2022
Added 5.48%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 12, 2024 Q3 2024 |
77,233
shares
|
$26.3 Million
0.02% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
76,996
shares
|
$26.2 Million
0.01% of portfolio
|
Q3 2024
Added 5.48%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
74,059
shares
|
$25.2 Million
0.28% of portfolio
|
Q2 2022
New holding
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
71,494
shares
|
$24.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Parnassus Investments, LLC
|
Nov 08, 2024 Q3 2024 |
71,034
shares
|
$24.2 Million
0.05% of portfolio
|
Q2 2024
Reduced 25.01%
|
|
|
Confluence Investment Management LLC
|
Oct 31, 2024 Q3 2024 |
64,432
shares
|
$22 Million
0.29% of portfolio
|
Q4 2023
Added 10.8%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
61,625
shares
|
$21 Million
0.61% of portfolio
|
Q3 2024
New holding
|
|
|
Chicago Capital, LLC
|
Oct 18, 2024 Q3 2024 |
58,196
shares
|
$19.8 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
Nov 05, 2024 Q3 2024 |
55,542
shares
|
$18.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Swiss National Bank
Zurich, V8 |
Nov 07, 2024 Q3 2024 |
54,200
shares
|
$18.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
51,062
shares
|
$17.4 Million
0.0% of portfolio
|
Q3 2024
Added 5.54%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
Nov 13, 2024 Q3 2024 |
48,065
shares
|
$16.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
47,934
shares
|
$16.3 Million
0.01% of portfolio
|
Q1 2024
Added 0.69%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
42,546
shares
|
$14.5 Million
0.05% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
41,959
shares
|
$14.3 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.08%
|