Institutional Ownership Morningstar, Inc. (MORN)
This table provides information about the institutional ownership of Morningstar, Inc. (MORN). We have compiled data on the 471 institutions that hold shares in the stock, with a total of 25.1 Million shares, which have been reported (via 13F filing form) to have a value of $7.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
State Of Alaska, Department Of Revenue
|
Jan 27, 2025 Q4 2024 |
15,157
shares
|
$4.55 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
15,079
shares
|
$4.52 Million
0.0% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
14,815
shares
|
$4.44 Million
0.01% of portfolio
|
Q4 2024
Added 6.74%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Feb 07, 2025 Q4 2024 |
14,517
shares
|
$4.35 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
14,271
shares
|
$4.28 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
New York State Common Retirement Fund
|
Jan 31, 2025 Q4 2024 |
13,975
shares
|
$4.19 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.69%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
13,323
shares
|
$4 Million
0.06% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Holocene Advisors, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
13,229
shares
|
$3.97 Million
0.02% of portfolio
|
Q4 2024
Added 162.74%
|
|
|
Amalgamated Bank
New York, NY |
Feb 04, 2025 Q4 2024 |
13,228
shares
|
$3.97 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
13,100
shares
|
$3.93 Million
0.01% of portfolio
|
Q4 2024
Added 70.2%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
12,972
shares
|
$3.89 Million
0.01% of portfolio
|
Q4 2024
Reduced 28.94%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
12,919
shares
|
$3.87 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
12,876
shares
|
$3.86 Million
0.36% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Janus Henderson Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
12,543
shares
|
$3.76 Million
0.0% of portfolio
|
Q2 2024
Added 5.58%
|
|
|
Cardinal Capital Management
|
Jan 31, 2025 Q4 2024 |
12,060
shares
|
$3.62 Million
0.65% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
11,859
shares
|
$3.56 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Treasurer Of The State Of North Carolina
|
Feb 13, 2025 Q4 2024 |
11,739
shares
|
$3.52 Million
0.02% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Feb 13, 2025 Q4 2024 |
11,725
shares
|
$3.52 Million
0.49% of portfolio
|
Q4 2024
Reduced 23.71%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
11,262
shares
|
$3.38 Million
0.0% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Feb 11, 2025 Q4 2024 |
11,218
shares
|
$3.36 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
10,896
shares
|
$3.27 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Squarepoint Ops LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
10,703
shares
|
$3.21 Million
0.0% of portfolio
|
Q4 2024
Reduced 19.76%
|
|
|
Kensington Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
10,682
shares
|
$3.2 Million
1.51% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Feb 13, 2025 Q4 2024 |
10,460
shares
|
$3.14 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
10,188
shares
|
$3.06 Million
0.05% of portfolio
|
Q4 2024
Added 547.68%
|