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Morningstar (MORN) Institutional Ownership

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$289.74 +3.26 (+1.14%)
Closing price 04:00 PM Eastern
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$289.67 -0.07 (-0.03%)
As of 05:21 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)
286
Total
Institutional Inflows
(last 12 months)
$1.20B
Number of
Institutional Sellers
(last 12 months)
183
Total
Institutional Outflows
(last 12 months)
$1.03B
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MORN Institutional Buying and Selling by Quarter

Morningstar Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/16/2025Signaturefd LLC410$129K0.0%+14.5%0.001%
7/16/2025State of Alaska Department of Revenue17,557$5.51M0.1%+15.2%0.042%
7/16/2025American National Bank & Trust180$57K0.0%N/A0.000%
7/16/2025Congress Asset Management Co.60,411$18.97M0.1%+7.5%0.143%
7/15/2025 Public Employees Retirement System of Ohio7,426$2.33M0.0%-11.1%0.018%
7/15/2025 Ballentine Partners LLC1,866$586K0.0%+44.7%0.004%
7/15/2025 Norden Group LLC6,323$1.99M0.2%-7.5%0.015%
7/15/2025 Fifth Third Bancorp341$107K0.0%-14.5%0.001%
7/15/2025 Cardinal Capital Management13,854$4.35M0.6%+12.3%0.033%
7/14/2025 GAMMA Investing LLC433$136K0.0%-10.0%0.001%
7/14/2025 Park Avenue Securities LLC1,721$540K0.0%+5.6%0.004%
7/11/2025 UMB Bank n.a.672$211K0.0%+30.2%0.002%
7/11/2025 Assenagon Asset Management S.A.105,430$33.10M0.0%N/A0.250%
7/11/2025 Cooper Investors PTY Ltd.30,985$9.73M1.8%+27.1%0.073%
7/10/2025 YHB Investment Advisors Inc.12,179$3.82M0.3%-5.5%0.029%
7/10/2025 Wealth Enhancement Advisory Services LLC3,425$1.07M0.0%+90.1%0.008%
7/9/2025 Pallas Capital Advisors LLC669$210K0.0%N/A0.002%
7/9/2025 Harbor Capital Advisors Inc.5,939$1.86M0.1%+1.3%0.014%
7/8/2025 Parallel Advisors LLC1,327$417K0.0%+12.4%0.003%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.466$146K0.0%+46.5%0.001%
7/1/2025 Confluence Investment Management LLC60,980$19.14M0.3%-1.8%0.144%
7/1/2025 Kera Capital Partners Inc.730$229K0.0%N/A0.002%
6/18/2025Voya Investment Management LLC12,940$3.88M0.0%+9.1%0.031%
5/21/2025Geneos Wealth Management Inc.208$62K0.0%+278.2%0.000%
5/20/2025Focus Partners Wealth3,838$1.15M0.0%+3.4%0.009%
5/19/2025Bayforest Capital Ltd855$256K0.1%+19.6%0.002%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC109,257$32.76M0.0%+11.1%0.259%
5/16/2025United Services Automobile Association1,765$523K0.0%N/A0.004%
5/16/2025Voleon Capital Management LP 20,930$6.28M0.5%-4.5%0.050%
5/16/2025Goldman Sachs Group Inc.137,920$41.36M0.0%-40.7%0.326%
5/16/2025Dynamic Technology Lab Private Ltd2,360$708K0.1%+26.9%0.006%
5/16/2025Select Equity Group L.P.1,172,567$351.62M1.5%-14.7%2.775%
5/16/2025Sepio Capital LP5,865$1.76M0.1%-1.2%0.014%
5/16/2025Petrus Trust Company LTA1,542$462K0.0%+54.7%0.004%
5/16/2025Millennium Management LLC540,795$162.17M0.1%+88.0%1.280%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.178$53K0.0%+23.6%0.000%
5/16/2025Integrated Wealth Concepts LLC2,163$649K0.0%N/A0.005%
5/16/2025AQR Capital Management LLC37,163$10.93M0.0%+183.7%0.088%
5/15/2025Praesidium Investment Management Company LLC101,472$30.43M5.7%+12.7%0.240%
5/15/2025Cubist Systematic Strategies LLC45,055$13.51M0.1%+688.9%0.107%
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5/15/2025Royal Bank of Canada37,089$11.12M0.0%+106.8%0.088%
5/15/2025Graham Capital Management L.P.6,223$1.87M0.0%+250.8%0.015%
5/15/2025MAI Capital Management153$46K0.0%+37.8%0.000%
5/15/2025Quarry LP321$96K0.0%-40.8%0.001%
5/15/2025Ashford Capital Management Inc.5,393$1.62M0.2%-0.7%0.013%
5/15/2025Baird Financial Group Inc.9,503$2.85M0.0%N/A0.022%
5/15/2025Panagora Asset Management Inc.56,692$17M0.1%+4,970.8%0.134%
5/15/2025Vident Advisory LLC9,660$2.90M0.0%N/A0.023%
5/15/2025Magnetar Financial LLC15,496$4.65M0.1%+453.8%0.037%
5/15/2025Canada Pension Plan Investment Board19,400$5.82M0.0%N/A0.046%
5/15/2025Parnassus Investments LLC54,242$16.27M0.0%-22.6%0.128%
5/15/2025WPG Advisers LLC243$73K0.1%N/A0.001%
5/15/2025Trexquant Investment LP15,879$4.76M0.1%N/A0.038%
5/15/2025Landscape Capital Management L.L.C.923$277K0.0%N/A0.002%
5/14/2025B. Metzler seel. Sohn & Co. AG8,517$2.55M0.0%-2.9%0.020%
5/14/2025Corebridge Financial Inc.30,134$9.04M0.1%-2.4%0.071%
5/14/2025Comerica Bank8,561$2.57M0.0%-3.9%0.020%
5/14/2025Kayne Anderson Rudnick Investment Management LLC910,156$272.93M0.7%-6.7%2.154%
5/14/2025MetLife Investment Management LLC16,159$4.85M0.0%-1.5%0.038%
5/14/2025Southeast Asset Advisors LLC11,218$3.36M0.4%-4.3%0.027%
5/14/2025Jump Financial LLC17,070$5.12M0.1%+646.7%0.040%
5/14/2025AlphaQuest LLC6,510$1.95M0.2%+565.0%0.015%
5/14/2025Compound Planning Inc.777$233K0.0%+6.6%0.002%
5/14/2025CW Advisors LLC13,260$3.98M0.0%+32.5%0.031%
5/14/2025Tribune Investment Group LP36,000$10.80M4.6%+125.0%0.085%
5/14/2025Banco Bilbao Vizcaya Argentaria S.A.4,043$1.20M0.0%+80.7%0.010%
5/14/2025Hsbc Holdings PLC14,042$4.18M0.0%+124.1%0.033%
5/14/2025Andina Capital Management LLC1,295$388K0.3%N/A0.003%
5/14/2025Quantbot Technologies LP25,473$7.64M0.2%+363.9%0.060%
5/14/2025Wellington Management Group LLP1,079,805$323.80M0.1%-0.1%2.556%
5/13/2025Northern Trust Corp217,616$65.26M0.0%-5.4%0.515%
5/13/2025Algert Global LLC38,156$11.44M0.3%+2.9%0.090%
5/13/2025George Kaiser Family Foundation9,349$2.80M0.4%+21.5%0.022%
5/13/2025Raymond James Financial Inc.58,983$17.69M0.0%+20.4%0.140%
5/13/2025Cresset Asset Management LLC1,546$464K0.0%+6.4%0.004%
5/13/2025State of New Jersey Common Pension Fund D8,498$2.55M0.0%-15.7%0.020%
5/13/2025American Century Companies Inc.8,372$2.51M0.0%+3.2%0.020%
5/13/2025Ethic Inc.2,481$748K0.0%-3.8%0.006%
5/13/2025Liontrust Investment Partners LLP322,920$96.83M1.5%-3.2%0.764%
5/13/2025Fox Run Management L.L.C.2,677$803K0.1%-44.4%0.006%
5/13/2025Caitong International Asset Management Co. Ltd389$117K0.1%+19,350.0%0.001%
5/13/2025Russell Investments Group Ltd.18,908$5.67M0.0%+21.2%0.045%
5/13/2025Callan Family Office LLC864$259K0.0%+10.5%0.002%
5/13/2025HighTower Advisors LLC15,545$4.66M0.0%-3.3%0.037%
5/12/2025Motley Fool Asset Management LLC15,310$4.59M0.3%-3.1%0.036%
5/12/2025Motley Fool Wealth Management LLC21,783$6.53M0.4%-8.2%0.052%
5/12/2025Nuveen LLC127,617$38.27M0.0%N/A0.302%
5/12/2025Entropy Technologies LP2,757$827K0.1%+22.2%0.007%
5/12/2025Polen Capital Management LLC3,534$1.06M0.0%-9.5%0.008%
5/12/2025Invesco Ltd.76,646$22.98M0.0%-60.5%0.181%
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5/12/2025Benjamin Edwards Inc.2,009$603K0.0%+18.2%0.005%
5/12/2025Covestor Ltd486$146K0.1%+16.8%0.001%
5/12/2025MUFG Securities EMEA plc18,000$5.40M0.1%-28.0%0.043%
5/12/2025Townsquare Capital LLC40,782$12.23M0.1%-3.1%0.097%
5/12/2025National Bank of Canada FI15,120$4.53M0.0%-46.2%0.036%
5/12/2025Swiss National Bank54,000$16.19M0.0%-1.5%0.128%
5/12/2025Maryland State Retirement & Pension System1,247$374K0.0%-18.2%0.003%
5/9/2025Deutsche Bank AG1,923$577K0.0%+7.0%0.004%
5/9/2025Headlands Technologies LLC6,999$2.10M0.2%+4,017.1%0.016%
5/9/2025Charles Schwab Investment Management Inc.196,465$58.91M0.0%+1.2%0.459%
(Data available from 1/1/2016 forward)

MORN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MORN shares?

During the previous two years, 438 institutional investors and hedge funds held shares of Morningstar. The most heavily invested institutionals were Vanguard Group Inc. ($797.79M), Morgan Stanley ($458.48M), Bamco Inc. NY ($439.52M), Bank of America Corp DE ($438.91M), Select Equity Group L.P. ($351.62M), Wellington Management Group LLP ($323.80M), and Kayne Anderson Rudnick Investment Management LLC ($272.93M).Learn more on Morningstar's institutional investors.

What percentage of Morningstar's stock is owned by institutional investors?

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

Which institutional investors have been buying Morningstar's stock?

Of the 374 institutional investors that purchased Morningstar's 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), Millennium Management LLC ($447.26K), Kayne Anderson Rudnick Investment Management LLC ($378.67K), M&G Plc ($182.81K), and Portside Wealth Group LLC ($179.86K).

How much institutional buying is happening at Morningstar?

Institutional investors have bought a total of 3,746,038 shares in the last 24 months. This purchase volume represents approximately $1.20B in transactions.

Which of Morningstar's major shareholders have been selling company stock?

Of the 181 institutional investors that sold Morningstar's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Select Equity Group L.P. ($747.31K), Massachusetts Financial Services Co. MA ($339.45K), Kayne Anderson Rudnick Investment Management LLC ($298.53K), Bank of America Corp DE ($253.26K), Millennium Management LLC ($207.45K), Amundi ($192.05K), and Vanguard Group Inc. ($143.15K).

How much institutional selling is happening at Morningstar?

Institutional investors have sold a total of 3,233,870 shares in the last 24 months. This volume of shares sold represents approximately $1.03B in transactions.



This page (NASDAQ:MORN) was last updated on 7/16/2025 by MarketBeat.com Staff
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