Institutional Ownership Morningstar, Inc. (MORN)
This table provides information about the institutional ownership of Morningstar, Inc. (MORN). We have compiled data on the 430 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 $8.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
Nov 13, 2024 Q3 2024 |
6,196
shares
|
$1.96 Million
0.01% of portfolio
|
Q3 2024
Reduced 23.16%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
6,134
shares
|
$1.94 Million
0.2% of portfolio
|
Q2 2024
Added 0.23%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,094
shares
|
$1.93 Million
0.04% of portfolio
|
Q3 2024
Added 374.24%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
6,080
shares
|
$1.92 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.53%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
6,006
shares
|
$1.9 Million
0.19% of portfolio
|
Q2 2024
Reduced 1.77%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
5,988
shares
|
$1.89 Million
0.04% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Handelsbanken Fonder Ab
|
Oct 04, 2024 Q3 2024 |
5,972
shares
|
$1.89 Million
0.01% of portfolio
|
Q3 2024
Added 7.18%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Nov 07, 2024 Q3 2024 |
5,949
shares
|
$1.88 Million
0.01% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
5,885
shares
|
$1.86 Million
0.0% of portfolio
|
Q2 2024
Added 13.63%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Jul 19, 2024 Q2 2024 |
5,700
shares
|
$1.8 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
5,626
shares
|
$1.78 Million
0.08% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
5,546
shares
|
$1.75 Million
0.06% of portfolio
|
Q2 2024
Reduced 3.56%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
5,534
shares
|
$1.75 Million
0.02% of portfolio
|
Q3 2024
Added 46.13%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 28, 2024 Q3 2024 |
5,517
shares
|
$1.74 Million
0.03% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
5,468
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2024
Reduced 87.04%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
Nov 15, 2024 Q3 2024 |
5,431
shares
|
$1.72 Million
0.24% of portfolio
|
Q3 2024
Reduced 11.99%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
5,305
shares
|
$1.68 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Xponance, Inc.
|
Nov 12, 2024 Q3 2024 |
5,266
shares
|
$1.66 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
New Mexico Educational Retirement Board
|
Nov 12, 2024 Q3 2024 |
5,200
shares
|
$1.64 Million
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Oct 17, 2024 Q3 2024 |
5,160
shares
|
$1.63 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2024 Q3 2024 |
5,087
shares
|
$1.61 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Holocene Advisors, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
5,035
shares
|
$1.59 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
5,022
shares
|
$1.59 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
|
Fcf Advisors LLC
|
Oct 08, 2024 Q3 2024 |
4,849
shares
|
$1.53 Million
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
4,778
shares
|
$1.51 Million
0.07% of portfolio
|
Q3 2024
Added 16.06%
|