Purchases and Sales Made in Q3 2025 in Morningstar, Inc. (MORN)
This table provides information about the institutional ownership of Morningstar, Inc. (MORN) during Q3 2025. The information is specifically focused on institutions that hold shares of Morningstar, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
990K+ 88.96% |
$229M - $309M
|
2.1M
$446M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
314K+ 106.91% |
$72.8M - $98M
|
608K
$129M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
196K+ 73.76% |
$45.3M - $61M
|
461K
$97.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
147K+ 362.79% |
$34M - $45.8M
|
187K
$39.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
126K+ 78.12% |
$29.1M - $39.1M
|
286K
$60.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Bamco Inc
New York, NY |
BUY
|
- |
119K+ 9.19% |
$27.6M - $37.1M
|
1.41M
$300M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
118K+ 58.63% |
$27.3M - $36.7M
|
318K
$67.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
113K+ 129.38% |
$26.1M - $35.1M
|
200K
$42.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
99K+ 171.62% |
$22.9M - $30.9M
|
157K
$33.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
97K+ 50.1% |
$22.5M - $30.3M
|
291K
$61.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
90.2K+ 262.2% |
$20.9M - $28.1M
|
125K
$26.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
88.5K+ 26.69% |
$20.5M - $27.6M
|
420K
$89M
|
|
|
Nov 14, 2025
Q3 2025
|
Incline Global Management LLC
New York, NY |
BUY
|
- |
67KNew |
$15.5M - $20.9M
|
67K
$14.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
66.5K+ 209.3% |
$15.4M - $20.7M
|
98.3K
$20.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
61.5K+ 44.27% |
$14.3M - $19.2M
|
200K
$42.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
57.6KNew |
$13.3M - $18M
|
57.6K
$12.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
49.2K+ 118.39% |
$11.4M - $15.3M
|
90.8K
$19.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
36.8K+ 77.33% |
$8.52M - $11.5M
|
84.3K
$17.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36.1K+ 479.73% |
$8.38M - $11.3M
|
43.7K
$9.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
30.4K+ 112.14% |
$7.05M - $9.48M
|
57.5K
$12.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
29.1K+ 160.35% |
$6.74M - $9.07M
|
47.2K
$10M
|
|
|
Oct 27, 2025
Q3 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
27.9K+ 46.41% |
$6.47M - $8.71M
|
88.1K
$18.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
26.3K+ 120.38% |
$6.09M - $8.19M
|
48.1K
$10.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Touchstone Capital, Inc.
|
BUY
|
- |
26.2KNew |
$6.08M - $8.18M
|
26.2K
$5.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Sea Cliff Partners Management, LP
San Francisco, CA |
BUY
|
- |
26KNew |
$6.02M - $8.11M
|
26K
$5.51M
|
|
|
Nov 17, 2025
Q3 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
25.3KNew |
$5.85M - $7.88M
|
25.3K
$5.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Sone Capital Management, LLC
New York, NY |
BUY
|
- |
24.7K+ 169.43% |
$5.72M - $7.69M
|
39.2K
$8.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
23.7K+ 136.54% |
$5.49M - $7.39M
|
41.1K
$8.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
23.4K+ 75.2% |
$5.43M - $7.31M
|
54.6K
$11.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
22.4K+ 49.83% |
$5.2M - $7M
|
67.5K
$14.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
22.1K+ 32.02% |
$5.12M - $6.9M
|
91.2K
$19.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
21.6K+ 351.04% |
$4.99M - $6.72M
|
27.7K
$5.87M
|
|
|
Nov 13, 2025
Q3 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
20.1KNew |
$4.65M - $6.26M
|
20.1K
$4.26M
|
|
|
Nov 14, 2025
Q3 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
18.6K+ 13.08% |
$4.31M - $5.8M
|
161K
$34.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
17.7KNew |
$4.1M - $5.52M
|
17.7K
$3.75M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.7K+ 854.16% |
$4.09M - $5.51M
|
19.7K
$4.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
17.2KNew |
$3.99M - $5.37M
|
17.2K
$3.65M
|
|
|
Nov 14, 2025
Q3 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
16.9K+ 34.45% |
$3.91M - $5.26M
|
65.8K
$13.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
15.7K+ 103.96% |
$3.63M - $4.88M
|
30.7K
$6.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.5K+ 456.74% |
$3.59M - $4.84M
|
18.9K
$4.01M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
15.4K+ 5.47% |
$3.56M - $4.8M
|
296K
$62.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
14.8K+ 36.14% |
$3.43M - $4.62M
|
55.8K
$11.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
14.8K+ 157.57% |
$3.43M - $4.61M
|
24.2K
$5.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
14K+ 289.18% |
$3.25M - $4.38M
|
18.9K
$4M
|
|
|
Nov 14, 2025
Q3 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
13.8K+ 153.5% |
$3.19M - $4.3M
|
22.7K
$4.82M
|
|
|
Nov 13, 2025
Q3 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
13.7K+ 186.52% |
$3.16M - $4.26M
|
21K
$4.45M
|
|
|
Oct 22, 2025
Q3 2025
|
Chicago Capital, LLC
|
BUY
|
- |
13.6K+ 24.15% |
$3.16M - $4.25M
|
70K
$14.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Gallo Partners, LP
Bloomfield, NJ |
BUY
|
- |
13.3KNew |
$3.09M - $4.16M
|
13.3K
$2.82M
|
|
|
Nov 13, 2025
Q3 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
13K+ 64.16% |
$3.01M - $4.06M
|
33.3K
$7.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
12.9K+ 113.99% |
$2.99M - $4.03M
|
24.2K
$5.14M
|
|