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Morningstar (MORN) Institutional Ownership

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$284.24 +1.30 (+0.46%)
Closing price 04:00 PM Eastern
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$282.88 -1.36 (-0.48%)
As of 04:20 PM Eastern
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Institutional Ownership Changes (13F Filings) for Morningstar (NASDAQ:MORN)

Current
Institutional Ownership
Percentage
57.02%
Number of
Institutional Buyers
(last 12 months)
248
Total
Institutional Inflows
(last 12 months)
$1.05B
Number of
Institutional Sellers
(last 12 months)
172
Total
Institutional Outflows
(last 12 months)
$780.47M
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MORN Institutional Buying and Selling by Quarter

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Morningstar Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025SG Americas Securities LLC2,458$737K0.0%+284.7%0.006%
4/14/2025Yousif Capital Management LLC9,287$2.79M0.0%-2.1%0.022%
4/14/2025Harbor Capital Advisors Inc.5,864$1.76M0.1%+4.2%0.014%
4/14/2025 Portside Wealth Group LLC4,998$1.50M0.2%-3.8%0.012%
4/14/2025Park Avenue Securities LLC1,629$489K0.0%+11.3%0.004%
4/14/2025UMB Bank n.a.516$155K0.0%+10.5%0.001%
4/11/2025 Congress Asset Management Co.56,216$16.86M0.1%+14.6%0.131%
4/11/2025 Procyon Advisors LLC1,801$540K0.0%-7.7%0.004%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.318$95K0.0%N/A0.001%
4/10/2025 Hennion & Walsh Asset Management Inc.821$246K0.0%N/A0.002%
4/9/2025 Mechanics Bank Trust Department955$286K0.0%-9.2%0.002%
4/8/2025 Rhumbline Advisers76,177$22.84M0.0%-1.3%0.178%
4/8/2025 Parallel Advisors LLC1,181$354K0.0%-4.5%0.003%
4/7/2025 GAMMA Investing LLC144,237$43.25M0.0%+30,785.9%0.337%
4/3/2025 Versant Capital Management Inc811$243K0.0%+184.6%0.002%
4/1/2025 Confluence Investment Management LLC62,103$18.62M0.3%-2.0%0.145%
3/18/2025California State Teachers Retirement System25,970$8.75M0.0%-0.9%0.061%
3/17/2025Wealth Enhancement Advisory Services LLC1,643$553K0.0%+13.2%0.004%
2/21/2025Kayne Anderson Rudnick Investment Management LLC975,193$328.41M0.8%-6.5%2.274%
2/20/2025Mackenzie Financial Corp2,716$915K0.0%N/A0.006%
2/20/2025Forum Financial Management LP662$223K0.0%N/A0.002%
2/19/2025Public Employees Retirement System of Ohio9,295$3.13M0.0%-5.3%0.022%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC98,337$33.12M0.0%+10.9%0.229%
2/17/2025Squarepoint Ops LLC10,703$3.60M0.0%-19.8%0.025%
2/17/2025Two Sigma Advisers LP20,600$6.94M0.0%+795.7%0.048%
2/17/2025Two Sigma Investments LP36,237$12.20M0.0%N/A0.085%
2/17/2025Tidal Investments LLC1,695$571K0.0%+40.3%0.004%
2/17/2025Select Equity Group L.P.1,374,435$462.86M1.8%-21.9%3.205%
2/17/2025Rafferty Asset Management LLC617$208K0.0%N/A0.001%
2/17/2025Point72 Hong Kong Ltd647$218K0.0%+257.5%0.002%
2/17/2025Praesidium Investment Management Company LLC90,058$30.33M5.1%-8.8%0.210%
2/17/2025ProShare Advisors LLC1,263$425K0.0%+7.4%0.003%
2/17/2025Quantinno Capital Management LP6,924$2.33M0.0%+25.1%0.016%
2/17/2025Man Group plc16,618$5.60M0.0%+23.1%0.039%
2/17/2025Nomura Holdings Inc.3,585$1.21M0.0%N/A0.008%
2/17/2025Nuveen Asset Management LLC90,029$30.32M0.0%+25.9%0.210%
2/17/2025Occudo Quantitative Strategies LP2,111$711K0.1%N/A0.005%
2/17/2025OMERS ADMINISTRATION Corp2,200$741K0.0%N/A0.005%
2/17/2025Millennium Management LLC287,658$96.87M0.0%-41.9%0.671%
2/17/2025Lazard Asset Management LLC1,690$569K0.0%N/A0.004%
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2/17/2025Gotham Asset Management LLC2,595$874K0.0%-60.6%0.006%
2/17/2025Graham Capital Management L.P.1,774$597K0.0%N/A0.004%
2/17/2025Focus Partners Wealth3,712$1.28M0.0%-24.2%0.009%
2/17/2025Ensign Peak Advisors Inc12,972$4.37M0.0%-28.9%0.030%
2/17/2025Ethic Inc.2,578$868K0.0%+10.9%0.006%
2/17/2025Fiduciary Trust Co1,080$364K0.0%-9.4%0.003%
2/17/2025Deutsche Bank AG1,798$605K0.0%+2.4%0.004%
2/17/2025D. E. Shaw & Co. Inc.2,481$836K0.0%N/A0.006%
2/17/2025Corton Capital Inc.612$206K0.1%N/A0.001%
2/17/2025Cresset Asset Management LLC1,453$489K0.0%-37.6%0.003%
2/17/2025Cubist Systematic Strategies LLC5,711$1.92M0.0%-86.2%0.013%
2/17/2025Cetera Investment Advisers2,077$699K0.0%+8.0%0.005%
2/17/2025Captrust Financial Advisors9,026$3.04M0.0%+167.8%0.021%
2/17/2025Balyasny Asset Management L.P.168,026$56.58M0.1%N/A0.392%
2/17/2025Bamco Inc. NY1,305,155$439.52M1.1%0.0%3.044%
2/17/2025Bank of America Corp DE1,303,330$438.91M0.0%-16.3%3.039%
2/17/2025Benjamin Edwards Inc.1,700$573K0.0%+8.8%0.004%
2/17/2025BNP Paribas Financial Markets4,333$1.46M0.0%-27.6%0.010%
2/17/2025Ameriprise Financial Inc.31,074$10.46M0.0%-3.0%0.072%
2/17/2025Algert Global LLC37,086$12.49M0.3%+45.4%0.086%
2/14/2025Jane Street Group LLC1,311$441K0.0%-56.8%0.003%
2/14/2025Comerica Bank8,912$3.00M0.0%-4.3%0.021%
2/14/2025Voleon Capital Management LP21,915$7.38M0.5%N/A0.051%
2/14/2025Schonfeld Strategic Advisors LLC7,390$2.49M0.0%+212.3%0.017%
2/14/2025AQR Capital Management LLC13,100$4.41M0.0%+70.2%0.031%
2/14/2025Northern Trust Corp230,149$77.51M0.0%+18.6%0.537%
2/14/2025The Manufacturers Life Insurance Company 22,492$7.57M0.0%-1.7%0.052%
2/14/2025Quarry LP542$183K0.0%+942.3%0.001%
2/14/2025Aquatic Capital Management LLC2,679$902K0.0%-23.0%0.006%
2/14/2025Johnson Financial Group Inc.215$71K0.0%N/A0.001%
2/14/2025Boothbay Fund Management LLC1,468$494K0.0%+60.6%0.003%
2/14/2025Susquehanna Fundamental Investments LLC10,188$3.43M0.0%N/A0.024%
2/14/2025Two Sigma Securities LLC765$258K0.0%N/A0.002%
2/14/2025Kovitz Investment Group Partners LLC654$220K0.0%N/A0.002%
2/14/2025Voya Investment Management LLC11,859$3.99M0.0%-4.7%0.028%
2/14/2025Banco Bilbao Vizcaya Argentaria S.A.2,237$755K0.0%-5.5%0.005%
2/14/2025Pinebridge Investments L.P.23,880$8.04M0.1%+369.4%0.056%
2/14/2025Price T Rowe Associates Inc. MD668,889$225.26M0.0%-2.4%1.560%
2/14/2025Hsbc Holdings PLC6,266$2.12M0.0%+557.5%0.015%
2/14/2025Stifel Financial Corp18,633$6.28M0.0%+1.5%0.043%
2/14/2025State of Tennessee Department of Treasury10,460$3.52M0.0%-2.7%0.024%
2/14/2025Tower Research Capital LLC TRC 1,577$531K0.0%+122.1%0.004%
2/14/2025Teachers Retirement System of The State of Kentucky7,770$2.62M0.0%-5.1%0.018%
2/14/2025Kayne Anderson Rudnick Investment Management LLC975,193$328.41M0.8%-6.5%2.274%
2/14/2025MML Investors Services LLC5,095$1.72M0.0%+19.0%0.012%
2/14/2025MetLife Investment Management LLC16,401$5.52M0.0%+8.2%0.038%
2/14/2025Natixis15,902$5.36M0.0%-50.2%0.037%
2/14/2025Dimensional Fund Advisors LP305,014$102.72M0.0%+4.5%0.711%
2/14/2025First Trust Advisors LP29,886$10.06M0.0%+6.0%0.070%
2/14/2025Forum Financial Management LP662$223K0.0%N/A0.002%
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2/14/2025Commerce Bank10,166$3.42M0.0%-9.1%0.024%
2/13/2025CANADA LIFE ASSURANCE Co22,989$7.72M0.0%+1.4%0.054%
2/13/2025Wasatch Advisors LP690,154$232.42M1.2%-0.8%1.609%
2/13/2025United Capital Financial Advisors LLC12,919$4.35M0.0%N/A0.030%
2/13/2025Jump Financial LLC2,286$770K0.0%-62.5%0.005%
2/13/2025Tribune Investment Group LP16,000$5.39M3.0%N/A0.037%
2/13/2025XTX Topco Ltd760$256K0.0%-66.9%0.002%
2/13/2025Mariner LLC1,705$574K0.0%+10.7%0.004%
2/13/2025Barclays PLC21,469$7.23M0.0%+29.6%0.050%
2/13/2025Summit Investment Advisors Inc.5,411$1.82M1.6%-2.4%0.013%
(Data available from 1/1/2016 forward)

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MORN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MORN shares?

During the previous two years, 409 institutional investors and hedge funds held shares of Morningstar. The most heavily invested institutionals were Vanguard Group Inc. ($944.14M), Select Equity Group L.P. ($462.86M), Morgan Stanley ($458.48M), Bamco Inc. NY ($439.52M), Bank of America Corp DE ($438.91M), Wellington Management Group LLP ($363.90M), and Massachusetts Financial Services Co. MA ($342.25M).Learn more on MORN's institutional investors.

What percentage of Morningstar stock is owned by institutional investors?

57.02% of Morningstar stock is owned by institutional investors. Learn more on MORN's institutional investor holdings.

Which institutional investors have been buying Morningstar stock?

Of the 342 institutional investors that purchased Morningstar stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wellington Management Group LLP ($644.73K), Norges Bank ($631.47K), Massachusetts Financial Services Co. MA ($555.40K), Perpetual Ltd ($392.11K), Kayne Anderson Rudnick Investment Management LLC ($378.67K), Millennium Management LLC ($194.12K), and M&G Plc ($182.81K).

How much institutional buying is happening at Morningstar?

Institutional investors have bought a total of 7,643,773 shares in the last 24 months. This purchase volume represents approximately $2.06B in transactions.

Which Morningstar major shareholders have been selling company stock?

Of the 216 institutional investors that sold Morningstar stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Select Equity Group L.P. ($545.44K), Artisan Partners Limited Partnership ($298.43K), Bank of America Corp DE ($253.26K), Kayne Anderson Rudnick Investment Management LLC ($235.43K), Principal Financial Group Inc. ($216.10K), Millennium Management LLC ($207.45K), and Amundi ($192.05K).

How much institutional selling is happening at Morningstar?

Institutional investors have sold a total of 4,052,247 shares in the last 24 months. This volume of shares sold represents approximately $1.16B in transactions.


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This page (NASDAQ:MORN) was last updated on 4/15/2025 by MarketBeat.com Staff
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