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 |
|---|---|---|---|---|---|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Oct 23, 2025 Q3 2025 |
5,700
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
5,658
shares
|
$1.2 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
5,638
shares
|
$1.19 Million
0.05% of portfolio
|
Q3 2025
Added 48.45%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 12, 2025 Q3 2025 |
5,629
shares
|
$1.19 Million
0.04% of portfolio
|
Q3 2025
Added 220.19%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 07, 2025 Q3 2025 |
5,453
shares
|
$1.16 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.24%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
5,441
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2025
Added 58.86%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
5,346
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2025
Added 26.53%
|
|
|
New Mexico Educational Retirement Board
|
Dec 15, 2025 Q3 2025 |
5,200
shares
|
$1.1 Million
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Nov 05, 2025 Q3 2025 |
5,098
shares
|
$1.08 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
5,022
shares
|
$1.06 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 23, 2025 Q3 2025 |
4,927
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2025
Reduced 10.22%
|
|
|
Bradyco, Inc.
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
4,864
shares
|
$1.03 Million
1.28% of portfolio
|
Q4 2024
New holding
|
|
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
4,766
shares
|
$1.01 Million
0.18% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Center Book Partners LP
Greenwich, CT |
Nov 07, 2025 Q3 2025 |
4,732
shares
|
$1 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 13, 2025 Q3 2025 |
4,730
shares
|
$1 Million
0.01% of portfolio
|
Q3 2025
Reduced 41.52%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Oct 15, 2025 Q3 2025 |
4,630
shares
|
$981,328
0.0% of portfolio
|
Q3 2025
Added 279.51%
|
|
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
4,621
shares
|
$979,420
0.02% of portfolio
|
Q3 2025
Reduced 84.1%
|
|
|
Bank Of Nova Scotia
|
Nov 14, 2025 Q3 2025 |
4,600
shares
|
$974,970
0.0% of portfolio
|
Q3 2025
Reduced 85.63%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
4,586
shares
|
$972,002
0.03% of portfolio
|
Q3 2025
Reduced 11.26%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
4,557
shares
|
$965,856
0.01% of portfolio
|
Q3 2025
Added 13.61%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 10, 2025 Q3 2025 |
4,468
shares
|
$946,992
0.24% of portfolio
|
Q3 2025
Reduced 4.96%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 14, 2025 Q3 2025 |
4,425
shares
|
$937,878
0.01% of portfolio
|
Q3 2025
Added 55.65%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
4,398
shares
|
$932,156
0.01% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
4,376
shares
|
$927,493
0.1% of portfolio
|
Q3 2025
Reduced 30.79%
|
|
|
Keeler T Homas Management LLC
|
Nov 04, 2025 Q3 2025 |
4,363
shares
|
$924,737
0.43% of portfolio
|
Q3 2025
Added 1.82%
|
|