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 |
|---|---|---|---|---|---|
|
Confluence Investment Management LLC
|
Jan 05, 2026 Q4 2025 |
71,033
shares
|
$15.1 Million
0.24% of portfolio
|
Q4 2025
Added 17.92%
|
|
|
Chicago Capital, LLC
|
Oct 22, 2025 Q3 2025 |
70,042
shares
|
$14.8 Million
0.4% of portfolio
|
Q3 2025
Added 24.15%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
67,501
shares
|
$14.3 Million
0.0% of portfolio
|
Q3 2025
Added 49.83%
|
|
|
Incline Global Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
66,981
shares
|
$14.2 Million
5.55% of portfolio
|
Q3 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
66,612
shares
|
$14.1 Million
0.03% of portfolio
|
Q3 2025
Reduced 11.94%
|
|
|
Congress Asset Management CO
|
Oct 10, 2025 Q3 2025 |
66,117
shares
|
$14 Million
0.11% of portfolio
|
Q3 2025
Added 9.45%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
65,924
shares
|
$14 Million
0.7% of portfolio
|
Q4 2024
Added 6.98%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
65,817
shares
|
$13.9 Million
0.02% of portfolio
|
Q3 2025
Added 34.45%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 06, 2025 Q3 2025 |
65,254
shares
|
$13.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.84%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2025 Q3 2025 |
58,087
shares
|
$12.3 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
57,600
shares
|
$12.2 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2025 Q3 2025 |
57,519
shares
|
$12.2 Million
0.16% of portfolio
|
Q3 2025
Added 112.14%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Nov 03, 2025 Q3 2025 |
57,475
shares
|
$12.2 Million
1.41% of portfolio
|
Q3 2025
Added 17.12%
|
|
|
Nicholas Company, Inc.
|
Nov 12, 2025 Q3 2025 |
56,575
shares
|
$12 Million
0.23% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
55,796
shares
|
$11.8 Million
0.74% of portfolio
|
Q3 2025
Added 36.14%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
54,569
shares
|
$11.6 Million
0.04% of portfolio
|
Q3 2025
Added 75.2%
|
|
|
Swiss National Bank
Zurich, V8 |
Nov 13, 2025 Q3 2025 |
53,300
shares
|
$11.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Nov 14, 2025 Q3 2025 |
50,921
shares
|
$10.8 Million
0.02% of portfolio
|
Q3 2025
Reduced 58.67%
|
|
|
Algert Global LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
50,039
shares
|
$10.6 Million
0.19% of portfolio
|
Q3 2025
Added 13.36%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2025 Q3 2025 |
48,100
shares
|
$10.2 Million
0.01% of portfolio
|
Q3 2025
Added 120.38%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
47,934
shares
|
$10.2 Million
0.01% of portfolio
|
Q1 2024
Added 0.69%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
47,235
shares
|
$10 Million
0.01% of portfolio
|
Q3 2025
Added 160.35%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
46,689
shares
|
$9.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.68%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
45,528
shares
|
$9.65 Million
0.04% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
44,529
shares
|
$9.44 Million
0.0% of portfolio
|
Q3 2025
Added 17.24%
|
|