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 |
|---|---|---|---|---|---|
|
Kornitzer Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
25,834
shares
|
$7.16 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
25,261
shares
|
$7 Million
0.88% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Feb 12, 2025 Q4 2024 |
24,999
shares
|
$6.93 Million
0.15% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
State Board Of Administration Of Florida Retirement System
|
Feb 10, 2025 Q4 2024 |
24,853
shares
|
$6.89 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Pine Bridge Investments, L.P.
|
Feb 14, 2025 Q4 2024 |
23,880
shares
|
$6.62 Million
0.06% of portfolio
|
Q4 2024
Added 369.43%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Feb 11, 2025 Q4 2024 |
23,731
shares
|
$6.58 Million
0.44% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Feb 13, 2025 Q4 2024 |
22,989
shares
|
$6.37 Million
0.01% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
22,492
shares
|
$6.23 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
22,001
shares
|
$6.1 Million
0.0% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Feb 14, 2025 Q4 2024 |
21,915
shares
|
$6.07 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
21,469
shares
|
$5.95 Million
0.0% of portfolio
|
Q4 2024
Added 29.62%
|
|
|
Cooper Investors Pty LTD
Melbourne, Victoria, C3 |
Apr 10, 2025 Q4 2024 |
21,273
shares
|
$5.9 Million
1.13% of portfolio
|
Q4 2024
New holding
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Feb 14, 2025 Q4 2024 |
20,600
shares
|
$5.71 Million
0.02% of portfolio
|
Q4 2024
Added 795.65%
|
|
|
Sw Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
20,000
shares
|
$5.54 Million
1.58% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Nova Scotia
|
Feb 13, 2025 Q4 2024 |
19,000
shares
|
$5.27 Million
0.01% of portfolio
|
Q4 2024
Reduced 40.49%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
19,000
shares
|
$5.27 Million
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
18,633
shares
|
$5.16 Million
0.01% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
17,934
shares
|
$4.97 Million
0.0% of portfolio
|
Q4 2024
Added 31.42%
|
|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
17,353
shares
|
$4.81 Million
0.01% of portfolio
|
Q4 2024
Added 48.62%
|
|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
16,626
shares
|
$4.61 Million
0.01% of portfolio
|
Q4 2024
Added 4.94%
|
|
|
Man Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
16,618
shares
|
$4.61 Million
0.02% of portfolio
|
Q4 2024
Added 23.05%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Feb 13, 2025 Q4 2024 |
16,401
shares
|
$4.55 Million
0.03% of portfolio
|
Q4 2024
Added 8.19%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
16,068
shares
|
$4.45 Million
0.01% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Tribune Investment Group LP
New York, NY |
Feb 13, 2025 Q4 2024 |
16,000
shares
|
$4.44 Million
3.02% of portfolio
|
Q4 2024
New holding
|
|
|
Natixis
Paris, I0 |
Feb 13, 2025 Q4 2024 |
15,902
shares
|
$4.41 Million
0.03% of portfolio
|
Q4 2024
Reduced 50.15%
|