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 |
|---|---|---|---|---|---|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Feb 13, 2025 Q4 2024 |
10,460
shares
|
$2.9 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
|
$2.82 Million
0.05% of portfolio
|
Q4 2024
Added 547.68%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
10,166
shares
|
$2.82 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.1%
|
|
|
State Of New Jersey Common Pension Fund D
|
Jan 31, 2025 Q4 2024 |
10,077
shares
|
$2.79 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
10,010
shares
|
$2.77 Million
0.05% of portfolio
|
Q4 2024
Added 8.37%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
9,968
shares
|
$2.76 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.33%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Feb 07, 2025 Q4 2024 |
9,786
shares
|
$2.71 Million
1.21% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
9,755
shares
|
$2.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 13.47%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Feb 11, 2025 Q4 2024 |
9,610
shares
|
$2.66 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
9,598
shares
|
$2.66 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Feb 18, 2025 Q4 2024 |
9,295
shares
|
$2.58 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.35%
|
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
9,287
shares
|
$2.57 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
9,172
shares
|
$2.54 Million
0.0% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Feb 14, 2025 Q4 2024 |
9,147
shares
|
$2.54 Million
0.01% of portfolio
|
Q4 2024
Reduced 16.17%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
9,026
shares
|
$2.5 Million
0.01% of portfolio
|
Q4 2024
Added 167.75%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
8,912
shares
|
$2.47 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Globeflex Capital L P
San Diego, CA |
Feb 10, 2025 Q4 2024 |
8,835
shares
|
$2.45 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Feb 12, 2025 Q4 2024 |
8,769
shares
|
$2.43 Million
0.03% of portfolio
|
Q4 2024
Reduced 12.03%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Apr 16, 2025 Q1 2025 |
8,688
shares
|
$2.41 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
8,545
shares
|
$2.37 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
8,299
shares
|
$2.3 Million
0.01% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
8,111
shares
|
$2.25 Million
0.0% of portfolio
|
Q4 2024
Added 22.36%
|
|
|
Arizona State Retirement System
|
Feb 06, 2025 Q4 2024 |
8,070
shares
|
$2.24 Million
0.02% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Feb 13, 2025 Q4 2024 |
7,770
shares
|
$2.15 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.13%
|
|
|
George Kaiser Family Foundation
|
Feb 12, 2025 Q4 2024 |
7,693
shares
|
$2.13 Million
0.38% of portfolio
|
Q2 2024
Added 0.72%
|