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 |
|---|---|---|---|---|---|
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
Feb 10, 2025 Q4 2024 |
3,906
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
Reduced 36.96%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Feb 12, 2025 Q4 2024 |
3,860
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
Added 4.92%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
3,734
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2023
Reduced 3.64%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
3,705
shares
|
$1.03 Million
0.05% of portfolio
|
Q4 2024
Added 18.86%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
3,655
shares
|
$1.01 Million
0.02% of portfolio
|
Q4 2024
Added 11.37%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
3,652
shares
|
$1.01 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
3,585
shares
|
$993,726
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
3,555
shares
|
$985,410
0.06% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
3,411
shares
|
$945,495
0.51% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
3,282
shares
|
$909,737
0.0% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
3,254
shares
|
$901,976
0.01% of portfolio
|
Q4 2024
Reduced 7.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
3,246
shares
|
$899,758
0.0% of portfolio
|
Q4 2024
Added 50.14%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
3,031
shares
|
$840,162
0.01% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
3,021
shares
|
$837,390
0.02% of portfolio
|
Q4 2018
Reduced 5.03%
|
|
|
Bryce Point Capital, LLC
Scarsdale, NY |
Feb 12, 2025 Q4 2024 |
3,001
shares
|
$831,847
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
2,947
shares
|
$816,878
0.1% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
2,905
shares
|
$805,236
0.01% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Feb 12, 2025 Q4 2024 |
2,849
shares
|
$789,714
0.12% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
2,833
shares
|
$785,279
0.02% of portfolio
|
Q4 2024
Reduced 13.23%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
2,833
shares
|
$785,279
0.02% of portfolio
|
Q2 2022
Added 6.66%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
2,821
shares
|
$781,952
0.07% of portfolio
|
Q4 2024
Added 25.66%
|
|
|
Magnetar Financial LLC
Evanston, IL |
Feb 11, 2025 Q4 2024 |
2,798
shares
|
$775,577
0.03% of portfolio
|
Q4 2024
Reduced 73.1%
|
|
|
Precision Wealth Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
2,792
shares
|
$773,914
0.84% of portfolio
|
Q1 2025
Added 8.89%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Feb 14, 2025 Q4 2024 |
2,787
shares
|
$772,528
0.0% of portfolio
|
Q3 2023
Reduced 92.84%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
2,752
shares
|
$762,826
0.0% of portfolio
|
Q2 2023
Reduced 8.66%
|