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 |
|---|---|---|---|---|---|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
24,245
shares
|
$5.14 Million
0.04% of portfolio
|
Q3 2025
Added 113.99%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
24,186
shares
|
$5.13 Million
0.03% of portfolio
|
Q3 2025
Added 157.57%
|
|
|
State Board Of Administration Of Florida Retirement System
|
Nov 14, 2025 Q3 2025 |
23,540
shares
|
$4.99 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.89%
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2025 Q3 2025 |
23,276
shares
|
$4.93 Million
0.11% of portfolio
|
Q3 2025
Reduced 6.3%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Nov 10, 2025 Q3 2025 |
22,767
shares
|
$4.83 Million
0.51% of portfolio
|
Q3 2025
Reduced 12.36%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
22,747
shares
|
$4.82 Million
0.1% of portfolio
|
Q3 2025
Added 153.5%
|
|
|
Van Eck Associates Corp
|
Nov 13, 2025 Q3 2025 |
21,839
shares
|
$4.63 Million
0.0% of portfolio
|
Q3 2025
Added 5.01%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
21,594
shares
|
$4.58 Million
0.0% of portfolio
|
Q3 2025
Reduced 51.24%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
20,976
shares
|
$4.45 Million
0.01% of portfolio
|
Q3 2025
Added 186.52%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
20,337
shares
|
$4.31 Million
0.0% of portfolio
|
Q3 2025
Added 32.85%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
20,130
shares
|
$4.27 Million
0.01% of portfolio
|
Q3 2025
Added 138.85%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
20,084
shares
|
$4.26 Million
0.79% of portfolio
|
Q3 2025
New holding
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
19,884
shares
|
$4.21 Million
0.02% of portfolio
|
Q3 2025
Added 33.27%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
19,732
shares
|
$4.18 Million
0.01% of portfolio
|
Q3 2025
Added 854.16%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Nov 17, 2025 Q3 2025 |
19,435
shares
|
$4.12 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
18,907
shares
|
$4.01 Million
0.01% of portfolio
|
Q3 2025
Added 456.74%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
18,879
shares
|
$4 Million
0.37% of portfolio
|
Q3 2025
Added 289.18%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Nov 14, 2025 Q3 2025 |
18,843
shares
|
$3.99 Million
0.11% of portfolio
|
Q3 2025
Reduced 30.04%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
Nov 14, 2025 Q3 2025 |
18,555
shares
|
$3.93 Million
0.18% of portfolio
|
Q3 2025
Added 57.87%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
18,536
shares
|
$3.93 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.38%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 13, 2025 Q3 2025 |
17,683
shares
|
$3.75 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
State Of Alaska, Department Of Revenue
|
Oct 23, 2025 Q3 2025 |
17,248
shares
|
$3.66 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Jain Global LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
17,229
shares
|
$3.65 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
16,800
shares
|
$3.56 Million
0.01% of portfolio
|
Q3 2025
Added 95.35%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 04, 2025 Q3 2025 |
16,750
shares
|
$3.55 Million
0.0% of portfolio
|
Q3 2025
Added 0.22%
|
|