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Morningstar (MORN) Institutional Ownership

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$305.26 +1.63 (+0.54%)
Closing price 04:00 PM Eastern
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$305.40 +0.14 (+0.05%)
As of 06:34 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)
251
Total
Institutional Inflows
(last 12 months)
$1.03B
Number of
Institutional Sellers
(last 12 months)
171
Total
Institutional Outflows
(last 12 months)
$783.63M
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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
3/18/2025 California State Teachers Retirement System25,970$8.75M0.0%-0.9%0.061%
3/17/2025 Wealth Enhancement Advisory Services LLC1,643$553K0.0%+13.2%0.004%
2/21/2025 Kayne Anderson Rudnick Investment Management LLC975,193$328.41M0.8%-6.5%2.274%
2/20/2025 Mackenzie Financial Corp2,716$915K0.0%N/A0.006%
2/20/2025 Forum Financial Management LP662$223K0.0%N/A0.002%
2/19/2025 Public Employees Retirement System of Ohio9,295$3.13M0.0%-5.3%0.022%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC98,337$33.12M0.0%+10.9%0.229%
2/17/2025 Squarepoint Ops LLC10,703$3.60M0.0%-19.8%0.025%
2/17/2025 Two Sigma Advisers LP20,600$6.94M0.0%+795.7%0.048%
2/17/2025 Two Sigma Investments LP36,237$12.20M0.0%N/A0.085%
2/17/2025 Tidal Investments LLC1,695$571K0.0%+40.3%0.004%
2/17/2025 Select Equity Group L.P.1,374,435$462.86M1.8%-21.9%3.205%
2/17/2025 Rafferty Asset Management LLC617$208K0.0%N/A0.001%
2/17/2025 Point72 Hong Kong Ltd647$218K0.0%+257.5%0.002%
2/17/2025 Praesidium Investment Management Company LLC90,058$30.33M5.1%-8.8%0.210%
2/17/2025 ProShare Advisors LLC1,263$425K0.0%+7.4%0.003%
2/17/2025 Quantinno Capital Management LP6,924$2.33M0.0%+25.1%0.016%
2/17/2025 Man Group plc16,618$5.60M0.0%+23.1%0.039%
2/17/2025 Nomura Holdings Inc.3,585$1.21M0.0%N/A0.008%
2/17/2025 Nuveen Asset Management LLC90,029$30.32M0.0%+25.9%0.210%
2/17/2025 Occudo Quantitative Strategies LP2,111$711K0.1%N/A0.005%
2/17/2025 OMERS ADMINISTRATION Corp2,200$741K0.0%N/A0.005%
2/17/2025 Millennium Management LLC287,658$96.87M0.0%-41.9%0.671%
2/17/2025 Lazard Asset Management LLC1,690$569K0.0%N/A0.004%
2/17/2025 Gotham Asset Management LLC2,595$874K0.0%-60.6%0.006%
2/17/2025 Graham Capital Management L.P.1,774$597K0.0%N/A0.004%
2/17/2025 Focus Partners Wealth3,712$1.28M0.0%-24.2%0.009%
2/17/2025 Ensign Peak Advisors Inc12,972$4.37M0.0%-28.9%0.030%
2/17/2025 Ethic Inc.2,578$868K0.0%+10.9%0.006%
2/17/2025 Fiduciary Trust Co1,080$364K0.0%-9.4%0.003%
2/17/2025 Deutsche Bank AG1,798$605K0.0%+2.4%0.004%
2/17/2025 D. E. Shaw & Co. Inc.2,481$836K0.0%N/A0.006%
2/17/2025 Corton Capital Inc.612$206K0.1%N/A0.001%
2/17/2025 Cresset Asset Management LLC1,453$489K0.0%-37.6%0.003%
2/17/2025 Cubist Systematic Strategies LLC5,711$1.92M0.0%-86.2%0.013%
2/17/2025 Cetera Investment Advisers2,077$699K0.0%+8.0%0.005%
2/17/2025 Captrust Financial Advisors9,026$3.04M0.0%+167.8%0.021%
2/17/2025 Balyasny Asset Management L.P.168,026$56.58M0.1%N/A0.392%
2/17/2025 Bamco Inc. NY1,305,155$439.52M1.1%0.0%3.044%
2/17/2025 Bank of America Corp DE1,303,330$438.91M0.0%-16.3%3.039%
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2/17/2025 Benjamin Edwards Inc.1,700$573K0.0%+8.8%0.004%
2/17/2025 BNP Paribas Financial Markets4,333$1.46M0.0%-27.6%0.010%
2/17/2025 Ameriprise Financial Inc.31,074$10.46M0.0%-3.0%0.072%
2/17/2025 Algert Global LLC37,086$12.49M0.3%+45.4%0.086%
2/14/2025 Jane Street Group LLC1,311$441K0.0%-56.8%0.003%
2/14/2025 Comerica Bank8,912$3.00M0.0%-4.3%0.021%
2/14/2025 Voleon Capital Management LP21,915$7.38M0.5%N/A0.051%
2/14/2025 Schonfeld Strategic Advisors LLC7,390$2.49M0.0%+212.3%0.017%
2/14/2025 AQR Capital Management LLC13,100$4.41M0.0%+70.2%0.031%
2/14/2025 Northern Trust Corp230,149$77.51M0.0%+18.6%0.537%
2/14/2025 The Manufacturers Life Insurance Company 22,492$7.57M0.0%-1.7%0.052%
2/14/2025 Quarry LP542$183K0.0%+942.3%0.001%
2/14/2025 Aquatic Capital Management LLC2,679$902K0.0%-23.0%0.006%
2/14/2025 Johnson Financial Group Inc.215$71K0.0%N/A0.001%
2/14/2025 Boothbay Fund Management LLC1,468$494K0.0%+60.6%0.003%
2/14/2025 Susquehanna Fundamental Investments LLC10,188$3.43M0.0%N/A0.024%
2/14/2025 Two Sigma Securities LLC765$258K0.0%N/A0.002%
2/14/2025 Kovitz Investment Group Partners LLC654$220K0.0%N/A0.002%
2/14/2025 Voya Investment Management LLC11,859$3.99M0.0%-4.7%0.028%
2/14/2025 Banco Bilbao Vizcaya Argentaria S.A.2,237$755K0.0%-5.5%0.005%
2/14/2025 Pinebridge Investments L.P.23,880$8.04M0.1%+369.4%0.056%
2/14/2025 Price T Rowe Associates Inc. MD668,889$225.26M0.0%-2.4%1.560%
2/14/2025 Hsbc Holdings PLC6,266$2.12M0.0%+557.5%0.015%
2/14/2025 Stifel Financial Corp18,633$6.28M0.0%+1.5%0.043%
2/14/2025 State of Tennessee Department of Treasury10,460$3.52M0.0%-2.7%0.024%
2/14/2025 Tower Research Capital LLC TRC 1,577$531K0.0%+122.1%0.004%
2/14/2025 Teachers Retirement System of The State of Kentucky7,770$2.62M0.0%-5.1%0.018%
2/14/2025 Kayne Anderson Rudnick Investment Management LLC975,193$328.41M0.8%-6.5%2.274%
2/14/2025 MML Investors Services LLC5,095$1.72M0.0%+19.0%0.012%
2/14/2025 MetLife Investment Management LLC16,401$5.52M0.0%+8.2%0.038%
2/14/2025 Natixis15,902$5.36M0.0%-50.2%0.037%
2/14/2025 Dimensional Fund Advisors LP305,014$102.72M0.0%+4.5%0.711%
2/14/2025 First Trust Advisors LP29,886$10.06M0.0%+6.0%0.070%
2/14/2025 Forum Financial Management LP662$223K0.0%N/A0.002%
2/14/2025 Commerce Bank10,166$3.42M0.0%-9.1%0.024%
2/13/2025 CANADA LIFE ASSURANCE Co22,989$7.72M0.0%+1.4%0.054%
2/13/2025 Wasatch Advisors LP690,154$232.42M1.2%-0.8%1.609%
2/13/2025 United Capital Financial Advisors LLC12,919$4.35M0.0%N/A0.030%
2/13/2025 Jump Financial LLC2,286$770K0.0%-62.5%0.005%
2/13/2025 Tribune Investment Group LP16,000$5.39M3.0%N/A0.037%
2/13/2025 XTX Topco Ltd760$256K0.0%-66.9%0.002%
2/13/2025 Mariner LLC1,705$574K0.0%+10.7%0.004%
2/13/2025 Barclays PLC21,469$7.23M0.0%+29.6%0.050%
2/13/2025 Summit Investment Advisors Inc.5,411$1.82M1.6%-2.4%0.013%
2/13/2025 Townsquare Capital LLC42,075$14.17M0.2%+0.3%0.098%
2/13/2025 Grandeur Peak Global Advisors LLC6,499$2.19M0.2%N/A0.015%
2/13/2025 Sterling Capital Management LLC431$145K0.0%-11.1%0.001%
2/13/2025 Covestor Ltd416$140K0.1%+14.6%0.001%
2/13/2025 Treasurer of the State of North Carolina11,739$3.95M0.0%+0.7%0.027%
2/13/2025 Raymond James Financial Inc.48,986$16.50M0.0%N/A0.114%
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2/13/2025 Advisory Services Network LLC2,833$954K0.0%-13.2%0.007%
2/13/2025 Renaissance Technologies LLC188,370$63.44M0.1%+2.7%0.439%
2/13/2025 Bank of Nova Scotia19,000$6.40M0.0%-40.5%0.044%
2/13/2025 Southeast Asset Advisors LLC11,725$3.95M0.5%-23.7%0.027%
2/13/2025 Legal & General Group Plc46,245$15.57M0.0%-9.4%0.108%
2/13/2025 Invesco Ltd.194,182$65.39M0.0%+65.8%0.453%
2/13/2025 Bank of Montreal Can5,355$1.80M0.0%-2.1%0.012%
2/13/2025 Cerity Partners LLC4,628$1.48M0.0%-26.7%0.011%
2/13/2025 FMR LLC399,585$134.56M0.0%-0.2%0.932%
2/13/2025 Federated Hermes Inc.2,214$746K0.0%-3.4%0.005%
(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, 407 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 340 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 7,493,281 shares in the last 24 months. This purchase volume represents approximately $2.02B 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 4,062,694 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 3/25/2025 by MarketBeat.com Staff
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