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 |
|---|---|---|---|---|---|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Nov 14, 2025 Q3 2025 |
10,460
shares
|
$2.22 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Treasurer Of The State Of North Carolina
|
Nov 13, 2025 Q3 2025 |
10,427
shares
|
$2.21 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.07%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Nov 12, 2025 Q3 2025 |
10,331
shares
|
$2.19 Million
0.02% of portfolio
|
Q3 2025
Added 15.29%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
10,044
shares
|
$2.13 Million
0.01% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
9,968
shares
|
$2.11 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.33%
|
|
|
Kensington Investment Counsel, LLC
|
Nov 20, 2025 Q3 2025 |
9,574
shares
|
$2.03 Million
0.91% of portfolio
|
Q3 2025
Reduced 7.43%
|
|
|
Dearborn Partners LLC
|
Nov 10, 2025 Q3 2025 |
9,544
shares
|
$2.02 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
9,390
shares
|
$1.99 Million
0.0% of portfolio
|
Q3 2025
Reduced 34.79%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
9,375
shares
|
$1.99 Million
0.0% of portfolio
|
Q3 2025
Reduced 35.86%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
9,300
shares
|
$1.97 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
8,998
shares
|
$1.91 Million
0.02% of portfolio
|
Q3 2025
Reduced 32.03%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Nov 05, 2025 Q3 2025 |
8,936
shares
|
$1.89 Million
0.71% of portfolio
|
Q3 2025
Reduced 8.69%
|
|
|
Globeflex Capital L P
San Diego, CA |
Nov 12, 2025 Q3 2025 |
8,835
shares
|
$1.87 Million
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
8,769
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2025
Reduced 49.99%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
8,710
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2025
Added 37.93%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Nov 14, 2025 Q3 2025 |
8,451
shares
|
$1.79 Million
0.11% of portfolio
|
Q3 2025
Added 284.14%
|
|
|
State Of New Jersey Common Pension Fund D
|
Nov 07, 2025 Q3 2025 |
8,223
shares
|
$1.74 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
8,204
shares
|
$1.74 Million
0.01% of portfolio
|
Q3 2025
Added 35.99%
|
|
|
Arizona State Retirement System
|
Nov 03, 2025 Q3 2025 |
8,116
shares
|
$1.72 Million
0.01% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
8,095
shares
|
$1.72 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.26%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
7,926
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2025
Added 75.9%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
7,782
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Nov 12, 2025 Q3 2025 |
7,770
shares
|
$1.65 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.13%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2025 Q3 2025 |
7,674
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.55%
|
|
|
Yousif Capital Management, LLC
|
Oct 14, 2025 Q3 2025 |
7,651
shares
|
$1.62 Million
0.02% of portfolio
|
Q3 2025
Reduced 14.62%
|
|