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 |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
43,677
shares
|
$9.26 Million
0.0% of portfolio
|
Q3 2025
Added 479.73%
|
|
|
Parnassus Investments, LLC
|
Oct 24, 2025 Q3 2025 |
42,488
shares
|
$9.01 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
41,054
shares
|
$8.7 Million
0.0% of portfolio
|
Q3 2025
Added 136.54%
|
|
|
Sone Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
39,226
shares
|
$8.31 Million
0.76% of portfolio
|
Q3 2025
Added 169.43%
|
|
|
Scout Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
38,863
shares
|
$8.24 Million
0.36% of portfolio
|
Q3 2024
Reduced 9.4%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
36,198
shares
|
$7.67 Million
0.02% of portfolio
|
Q3 2025
Reduced 14.67%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
Nov 14, 2025 Q3 2025 |
34,561
shares
|
$7.33 Million
0.0% of portfolio
|
Q3 2025
Reduced 23.4%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
34,467
shares
|
$7.31 Million
0.0% of portfolio
|
Q2 2025
Added 180.18%
|
|
|
Holocene Advisors, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
34,241
shares
|
$7.26 Million
0.02% of portfolio
|
Q3 2025
Added 17.22%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
33,268
shares
|
$7.05 Million
0.09% of portfolio
|
Q3 2025
Added 64.16%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
31,891
shares
|
$6.76 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Cooper Investors Pty LTD
Melbourne, Victoria, C3 |
Oct 15, 2025 Q3 2025 |
30,985
shares
|
$6.57 Million
1.96% of portfolio
|
Q2 2025
Added 27.06%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Nov 13, 2025 Q3 2025 |
30,711
shares
|
$6.51 Million
0.02% of portfolio
|
Q3 2025
Added 103.96%
|
|
|
Retirement Systems Of Alabama
|
Oct 31, 2025 Q3 2025 |
29,577
shares
|
$6.27 Million
0.02% of portfolio
|
Q3 2025
Reduced 9.08%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
29,570
shares
|
$6.27 Million
0.1% of portfolio
|
Q3 2025
Reduced 27.51%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
29,379
shares
|
$6.23 Million
0.0% of portfolio
|
Q3 2025
Added 28.21%
|
|
|
Magnetar Financial LLC
Evanston, IL |
Nov 13, 2025 Q3 2025 |
28,188
shares
|
$5.97 Million
0.23% of portfolio
|
Q3 2025
Added 81.91%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
27,694
shares
|
$5.87 Million
0.0% of portfolio
|
Q3 2025
Added 351.04%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Oct 30, 2025 Q3 2025 |
27,329
shares
|
$5.79 Million
0.03% of portfolio
|
Q3 2025
Added 10.48%
|
|
|
Touchstone Capital, Inc.
|
Oct 27, 2025 Q3 2025 |
26,228
shares
|
$5.56 Million
3.64% of portfolio
|
Q3 2025
New holding
|
|
|
Sea Cliff Partners Management, LP
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
26,000
shares
|
$5.51 Million
2.31% of portfolio
|
Q3 2025
New holding
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2025 Q3 2025 |
25,484
shares
|
$5.4 Million
0.01% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
25,437
shares
|
$5.39 Million
0.0% of portfolio
|
Q3 2025
Added 37.76%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
25,361
shares
|
$5.38 Million
0.04% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 17, 2025 Q3 2025 |
25,257
shares
|
$5.35 Million
0.24% of portfolio
|
Q3 2025
New holding
|
|