Institutional Ownership Morningstar, Inc. (MORN)
This table provides information about the institutional ownership of Morningstar, Inc. (MORN). We have compiled data on the 475 institutions that hold shares in the stock, with a total of 25.3 Million shares, which have been reported (via 13F filing form) to have a value of $7.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chicago Capital, LLC
|
Apr 17, 2025 Q1 2025 |
56,795
shares
|
$15.7 Million
0.49% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Nicholas Company, Inc.
|
Feb 10, 2025 Q4 2024 |
56,630
shares
|
$15.7 Million
0.32% of portfolio
|
Q4 2024
Added 115.24%
|
|
|
Congress Asset Management CO
|
Apr 11, 2025 Q1 2025 |
56,216
shares
|
$15.6 Million
0.13% of portfolio
|
Q1 2025
Added 14.63%
|
|
|
Swiss National Bank
Zurich, V8 |
Feb 10, 2025 Q4 2024 |
54,800
shares
|
$15.2 Million
0.01% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
48,986
shares
|
$13.6 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
47,934
shares
|
$13.3 Million
0.01% of portfolio
|
Q1 2024
Added 0.69%
|
|
|
Legal & General Group PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
46,245
shares
|
$12.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
Feb 12, 2025 Q4 2024 |
44,829
shares
|
$12.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.73%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
42,075
shares
|
$11.7 Million
0.16% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
42,000
shares
|
$11.6 Million
0.02% of portfolio
|
Q4 2024
Added 30.95%
|
|
|
Scout Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
38,863
shares
|
$10.8 Million
0.36% of portfolio
|
Q3 2024
Reduced 9.4%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
38,720
shares
|
$10.7 Million
0.05% of portfolio
|
Q4 2024
Reduced 8.99%
|
|
|
Algert Global LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
37,086
shares
|
$10.3 Million
0.29% of portfolio
|
Q4 2024
Added 45.38%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
36,832
shares
|
$10.2 Million
0.18% of portfolio
|
Q4 2024
Added 8.63%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
36,237
shares
|
$10 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jan 17, 2025 Q4 2024 |
35,962
shares
|
$9.97 Million
1.49% of portfolio
|
Q4 2024
Added 5.32%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
34,728
shares
|
$9.63 Million
0.0% of portfolio
|
Q4 2024
Added 5.23%
|
|
|
Retirement Systems Of Alabama
|
Jan 27, 2025 Q4 2024 |
32,851
shares
|
$9.11 Million
0.04% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Feb 11, 2025 Q4 2024 |
32,751
shares
|
$9.08 Million
0.04% of portfolio
|
Q4 2024
Added 288.69%
|
|
|
Asset Management One Co., Ltd.
|
Jan 30, 2025 Q4 2024 |
31,135
shares
|
$8.63 Million
0.04% of portfolio
|
Q4 2024
Reduced 15.28%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
31,074
shares
|
$8.61 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
29,886
shares
|
$8.28 Million
0.01% of portfolio
|
Q4 2024
Added 5.96%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
28,121
shares
|
$7.79 Million
0.01% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
27,906
shares
|
$7.74 Million
0.02% of portfolio
|
Q4 2024
Added 21.7%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Mar 18, 2025 Q4 2024 |
25,970
shares
|
$7.2 Million
0.01% of portfolio
|
Q2 2024
Added 4.12%
|