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 |
|---|---|---|---|---|---|
|
Loomis Sayles & CO L P
|
Nov 13, 2025 Q3 2025 |
7,631
shares
|
$1.62 Million
0.0% of portfolio
|
Q2 2025
Added 207.45%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2025 Q3 2025 |
7,573
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Nov 10, 2025 Q3 2025 |
7,528
shares
|
$1.6 Million
0.44% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Bright Rock Capital Management, LLC
|
Nov 04, 2025 Q3 2025 |
7,500
shares
|
$1.59 Million
0.36% of portfolio
|
Q4 2023
Reduced 25.0%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 10, 2025 Q3 2025 |
7,383
shares
|
$1.56 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Nov 14, 2025 Q3 2025 |
7,378
shares
|
$1.56 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
7,170
shares
|
$1.52 Million
0.01% of portfolio
|
Q3 2025
Reduced 14.08%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
7,164
shares
|
$1.52 Million
0.01% of portfolio
|
Q3 2025
Reduced 15.17%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
7,154
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2025
Added 67.54%
|
|
|
Empire Life Investments Inc.
|
Nov 12, 2025 Q3 2025 |
7,043
shares
|
$1.49 Million
0.1% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
Oct 30, 2025 Q3 2025 |
6,863
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2025
Reduced 22.47%
|
|
|
Louisiana State Employees Retirement System
|
Oct 22, 2025 Q3 2025 |
6,800
shares
|
$1.44 Million
0.03% of portfolio
|
Q3 2025
Reduced 9.33%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
6,757
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2025
Added 67.34%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
6,669
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2025
Added 37.28%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
Nov 14, 2025 Q3 2025 |
6,648
shares
|
$1.41 Million
0.21% of portfolio
|
Q3 2025
Added 9.72%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,375
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2024
Added 5.72%
|
|
|
Handelsbanken Fonder Ab
|
Nov 12, 2025 Q3 2025 |
6,372
shares
|
$1.35 Million
0.0% of portfolio
|
Q4 2024
Added 6.7%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Nov 12, 2025 Q3 2025 |
6,278
shares
|
$1.33 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.2%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 14, 2025 Q3 2025 |
6,248
shares
|
$1.32 Million
0.22% of portfolio
|
Q3 2025
Added 127.61%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
6,240
shares
|
$1.32 Million
0.02% of portfolio
|
Q3 2025
Added 3506.94%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
6,134
shares
|
$1.3 Million
0.2% of portfolio
|
Q2 2024
Added 0.23%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
6,076
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2025
Added 176.43%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Nov 14, 2025 Q3 2025 |
5,920
shares
|
$1.25 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
New York State Teachers Retirement System
|
Oct 24, 2025 Q3 2025 |
5,900
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
State Of Michigan Retirement System
|
Nov 05, 2025 Q3 2025 |
5,800
shares
|
$1.23 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.38%
|
|