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 |
|---|---|---|---|---|---|
|
Amalgamated Bank
New York, NY |
Oct 30, 2024 Q3 2024 |
13,228
shares
|
$4.51 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
12,965
shares
|
$4.42 Million
0.35% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
12,924
shares
|
$4.4 Million
0.05% of portfolio
|
Q3 2024
Added 9.28%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
12,743
shares
|
$4.34 Million
0.36% of portfolio
|
Q3 2024
Added 1274200.0%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
12,543
shares
|
$4.27 Million
0.0% of portfolio
|
Q2 2024
Added 5.58%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
12,441
shares
|
$4.24 Million
0.0% of portfolio
|
Q1 2024
Reduced 12.64%
|
|
|
Cardinal Capital Management
|
Oct 16, 2024 Q3 2024 |
12,095
shares
|
$4.12 Million
0.61% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
11,676
shares
|
$3.98 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.99%
|
|
|
Treasurer Of The State Of North Carolina
|
Nov 14, 2024 Q3 2024 |
11,659
shares
|
$3.97 Million
0.01% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 08, 2024 Q3 2024 |
11,508
shares
|
$3.92 Million
0.01% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
11,273
shares
|
$3.84 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.85%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
11,184
shares
|
$3.81 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2024 Q3 2024 |
10,912
shares
|
$3.72 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
10,854
shares
|
$3.7 Million
0.0% of portfolio
|
Q3 2024
Added 56.47%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Nov 14, 2024 Q3 2024 |
10,755
shares
|
$3.66 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.48%
|
|
|
Kensington Investment Counsel, LLC
|
Nov 15, 2024 Q3 2024 |
10,615
shares
|
$3.62 Million
1.42% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
State Of New Jersey Common Pension Fund D
|
Nov 04, 2024 Q3 2024 |
10,443
shares
|
$3.56 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Magnetar Financial LLC
Evanston, IL |
Nov 13, 2024 Q3 2024 |
10,402
shares
|
$3.54 Million
0.1% of portfolio
|
Q3 2024
Added 96.97%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
9,968
shares
|
$3.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.33%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
9,968
shares
|
$3.4 Million
0.03% of portfolio
|
Q3 2024
Added 13.49%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
9,940
shares
|
$3.39 Million
0.0% of portfolio
|
Q3 2024
Added 1103.39%
|
|
|
Yousif Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
9,881
shares
|
$3.37 Million
0.04% of portfolio
|
Q3 2024
Reduced 9.57%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Nov 15, 2024 Q3 2024 |
9,820
shares
|
$3.35 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Nov 06, 2024 Q3 2024 |
9,786
shares
|
$3.33 Million
1.26% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
9,723
shares
|
$3.31 Million
0.0% of portfolio
|
Q3 2024
Added 0.01%
|