Institutional Ownership Morningstar, Inc. (MORN)
This table provides information about the institutional ownership of Morningstar, Inc. (MORN). We have compiled data on the 495 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 $5.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 07, 2025 Q3 2025 |
16,747
shares
|
$3.55 Million
0.01% of portfolio
|
Q3 2025
Added 45.82%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2025 Q3 2025 |
16,304
shares
|
$3.46 Million
0.02% of portfolio
|
Q3 2025
Added 74.3%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
14,845
shares
|
$3.15 Million
0.0% of portfolio
|
Q3 2025
Added 9.86%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
14,043
shares
|
$2.98 Million
0.05% of portfolio
|
Q2 2025
Added 5.9%
|
|
|
Cardinal Capital Management
|
Oct 23, 2025 Q3 2025 |
13,902
shares
|
$2.95 Million
0.46% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
13,802
shares
|
$2.93 Million
0.03% of portfolio
|
Q3 2025
Added 23.41%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
13,744
shares
|
$2.91 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.74%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
13,361
shares
|
$2.83 Million
0.0% of portfolio
|
Q3 2025
Reduced 78.2%
|
|
|
Gallo Partners, LP
Bloomfield, NJ |
Nov 14, 2025 Q3 2025 |
13,326
shares
|
$2.82 Million
2.31% of portfolio
|
Q3 2025
New holding
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2025 Q3 2025 |
13,298
shares
|
$2.82 Million
0.02% of portfolio
|
Q3 2025
Reduced 11.39%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 07, 2025 Q3 2025 |
12,895
shares
|
$2.73 Million
0.33% of portfolio
|
Q3 2025
Added 14.86%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
12,726
shares
|
$2.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 42.41%
|
|
|
New York State Common Retirement Fund
|
Nov 03, 2025 Q3 2025 |
12,641
shares
|
$2.68 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.55%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
12,137
shares
|
$2.57 Million
0.07% of portfolio
|
Q3 2025
Added 20.72%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
12,066
shares
|
$2.56 Million
0.0% of portfolio
|
Q3 2025
Reduced 20.02%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Oct 09, 2025 Q3 2025 |
11,965
shares
|
$2.54 Million
0.0% of portfolio
|
Q3 2025
Reduced 33.68%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
11,800
shares
|
$2.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.21%
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
11,735
shares
|
$2.49 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.43%
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
11,588
shares
|
$2.46 Million
0.01% of portfolio
|
Q3 2025
Added 311.07%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
11,298
shares
|
$2.39 Million
0.03% of portfolio
|
Q3 2025
Reduced 14.65%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
11,282
shares
|
$2.39 Million
0.0% of portfolio
|
Q3 2025
Reduced 78.45%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
11,214
shares
|
$2.38 Million
0.19% of portfolio
|
Q3 2025
Reduced 7.92%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
10,878
shares
|
$2.31 Million
0.01% of portfolio
|
Q3 2025
Added 155.23%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
10,823
shares
|
$2.29 Million
0.0% of portfolio
|
Q3 2025
Reduced 34.09%
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2025 Q3 2025 |
10,505
shares
|
$2.23 Million
0.02% of portfolio
|
Q3 2025
Reduced 43.27%
|
|