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Morningstar (MORN) Institutional Ownership

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$259.03 +0.75 (+0.29%)
As of 02:23 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)
299
Total
Institutional Inflows
(last 12 months)
$1.24B
Number of
Institutional Sellers
(last 12 months)
180
Total
Institutional Outflows
(last 12 months)
$1.07B
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MORN Institutional Buying and Selling by Quarter

Morningstar Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/13/2025Quadrant Capital Group LLC1,718$539K0.0%+65.4%0.004%
8/13/2025Employees Retirement System of Texas184$58K0.0%N/A0.000%
8/13/2025Russell Investments Group Ltd.15,086$4.74M0.0%-20.2%0.036%
8/12/2025XTX Topco Ltd3,490$1.10M0.0%-46.8%0.008%
8/12/2025Ameritas Investment Partners Inc.5,168$1.62M0.1%-2.8%0.012%
8/12/2025Prudential Financial Inc.21,826$6.85M0.0%+10.7%0.052%
8/12/2025American Century Companies Inc.15,308$4.81M0.0%+82.8%0.036%
8/12/2025Segall Bryant & Hamill LLC40,792$12.81M0.2%+6.7%0.097%
8/12/2025Rhumbline Advisers71,584$22.47M0.0%-6.0%0.170%
8/12/2025Dundas Partners LLP895$281K0.0%-41.2%0.002%
8/12/2025Legal & General Group Plc49,501$15.54M0.0%+3.8%0.117%
8/12/2025MAI Capital Management226$71K0.0%+47.7%0.001%
8/12/2025Seeds Investor LLC972$305K0.1%-40.0%0.002%
8/12/2025JPMorgan Chase & Co.236,324$74.19M0.0%+17.7%0.560%
8/12/2025Entropy Technologies LP4,655$1.46M0.1%+68.8%0.011%
8/12/2025Magnetar Financial LLC28,223$8.86M0.0%+82.1%0.067%
8/12/2025Swiss National Bank53,100$16.67M0.0%-1.7%0.126%
8/12/2025Ensign Peak Advisors Inc9,395$2.95M0.0%+4.2%0.022%
8/11/2025 Portside Wealth Group LLC4,890$1.54M0.2%-2.2%0.012%
8/11/2025 Universal Beteiligungs und Servicegesellschaft mbH8,852$2.78M0.0%+230.4%0.021%
8/8/2025 Creative Planning4,506$1.42M0.0%+75.3%0.011%
8/8/2025 SG Americas Securities LLC1,428$448K0.0%-41.9%0.003%
8/8/2025 Commonwealth of Pennsylvania Public School Empls Retrmt SYS6,839$2.15M0.0%+5.9%0.016%
8/8/2025 Massachusetts Financial Services Co. MA640,132$200.96M0.1%-25.8%1.518%
8/8/2025 Banco Bilbao Vizcaya Argentaria S.A.2,843$888K0.0%-29.7%0.007%
8/8/2025 Police & Firemen s Retirement System of New Jersey8,961$2.81M0.0%-7.6%0.021%
8/8/2025 Geode Capital Management LLC626,941$196.84M0.0%+1.9%1.486%
8/8/2025 PNC Financial Services Group Inc.1,113$349K0.0%-37.9%0.003%
8/8/2025 denkapparat Operations GmbH1,106$347K0.3%+14.5%0.003%
8/8/2025 M&G PLC163,887$51.46M0.3%-2.8%0.389%
8/8/2025 KBC Group NV659$207K0.0%-38.1%0.002%
8/7/2025 Fonville Wealth Management LLC646$203K0.1%N/A0.002%
8/7/2025 Acadian Asset Management LLC7,321$2.30M0.0%N/A0.017%
8/7/2025 Campbell & CO Investment Adviser LLC7,046$2.21M0.1%+111.9%0.017%
8/6/2025Summit Investment Advisors Inc.5,316$1.59M1.3%-1.8%0.013%
8/6/2025 Fox Run Management L.L.C.5,130$1.61M0.3%+91.6%0.012%
8/5/2025 Advisors Preferred LLC1,168$364K0.1%N/A0.003%
8/5/2025 Bank of New York Mellon Corp198,589$62.34M0.0%-26.5%0.470%
8/5/2025 Bank of Montreal Can52,342$16.43M0.0%+879.8%0.124%
8/5/2025 Burney Co.720$226K0.0%N/A0.002%
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8/5/2025 State of Michigan Retirement System6,400$2.01M0.0%-1.5%0.015%
8/5/2025 Welch & Forbes LLC1,374$431K0.0%-8.9%0.003%
8/4/2025 Simon Quick Advisors LLC4,072$1.28M0.1%+14.5%0.010%
8/4/2025 Amalgamated Bank12,542$3.94M0.0%-1.9%0.030%
8/4/2025 Retirement Systems of Alabama32,532$10.21M0.0%-1.1%0.077%
8/4/2025 Keybank National Association OH772$242K0.0%-4.7%0.002%
8/1/2025 Motley Fool Wealth Management LLC19,701$6.19M0.4%-9.6%0.047%
8/1/2025 Motley Fool Asset Management LLC11,753$3.69M0.2%-23.2%0.028%
8/1/2025 IQ EQ FUND MANAGEMENT IRELAND Ltd3,106$975K0.1%+9.0%0.007%
8/1/2025 Teacher Retirement System of Texas24,736$7.77M0.0%-8.0%0.059%
8/1/2025 Y Intercept Hong Kong Ltd10,054$3.16M0.1%+475.2%0.024%
8/1/2025 Envestnet Asset Management Inc.104,139$32.69M0.0%-2.0%0.246%
7/31/2025 Oppenheimer Asset Management Inc.13,238$4.16M0.0%-5.9%0.031%
7/31/2025 Brighton Jones LLC1,188$373K0.0%N/A0.003%
7/31/2025 Linden Thomas Advisory Services LLC5,156$1.62M0.2%-0.8%0.012%
7/31/2025 Kornitzer Capital Management Inc. KS24,841$7.80M0.2%-1.8%0.059%
7/31/2025 Keeler Thomas Management LLC4,285$1.35M0.6%N/A0.010%
7/31/2025 AlphaQuest LLC6,072$1.91M0.2%-6.7%0.014%
7/31/2025 Asset Management One Co. Ltd.9,486$2.98M0.0%-63.7%0.022%
7/31/2025 R Squared Ltd3,573$1.12M0.6%+59.5%0.008%
7/30/2025 Ethic Inc.2,738$857K0.0%+10.4%0.006%
7/30/2025 Wallace Advisory Group LLC1,136$341K0.2%+5.2%0.003%
7/30/2025 Aurora Investment Counsel3,090$970K0.5%N/A0.007%
7/29/2025 Chicago Partners Investment Group LLC785$246K0.0%N/A0.002%
7/29/2025 Mutual of America Capital Management LLC13,237$4.16M0.0%-4.8%0.031%
7/29/2025 Aspiriant LLC687$216K0.0%N/A0.002%
7/29/2025 Nordea Investment Management AB60,181$18.80M0.0%+3.0%0.142%
7/29/2025 Barlow Wealth Partners Inc.49,072$15.24M1.8%+33.6%0.116%
7/28/2025 Allianz Asset Management GmbH16,713$5.25M0.0%N/A0.040%
7/28/2025 New York State Teachers Retirement System6,000$1.88M0.0%+1.7%0.014%
7/25/2025 Sequoia Financial Advisors LLC800$251K0.0%N/A0.002%
7/25/2025 Yousif Capital Management LLC8,961$2.81M0.0%-3.5%0.021%
7/25/2025 Allspring Global Investments Holdings LLC212,169$66.17M0.1%-16.8%0.502%
7/25/2025 Index Fund Advisors Inc.3,913$1.23M0.1%N/A0.009%
7/25/2025 CWM LLC4,262$1.34M0.0%+241.2%0.010%
7/25/2025 Vanguard Personalized Indexing Management LLC4,676$1.47M0.0%+20.3%0.011%
7/25/2025 Johnson Investment Counsel Inc.4,533$1.42M0.0%+7.9%0.011%
7/24/2025 Blue Trust Inc.228$72K0.0%+28.8%0.001%
7/24/2025 IFP Advisors Inc137$43K0.0%+270.3%0.000%
7/24/2025 Callan Family Office LLC3,005$943K0.0%+247.8%0.007%
7/24/2025 Blair William & Co. IL2,896$909K0.0%-30.1%0.007%
7/24/2025 US Bancorp DE7,972$2.50M0.0%+0.7%0.019%
7/23/2025 Louisiana State Employees Retirement System7,500$2.35M0.0%-1.3%0.018%
7/23/2025 KLP Kapitalforvaltning AS5,800$1.82M0.0%+1.8%0.014%
7/22/2025 Marks Group Wealth Management Inc25,978$8.16M0.8%+0.6%0.061%
7/21/2025 111 Capital2,440$766K0.1%+110.7%0.006%
7/21/2025 QRG Capital Management Inc.1,181$371K0.0%+12.6%0.003%
7/21/2025 Copeland Capital Management LLC92,614$29.07M0.6%-10.4%0.219%
7/18/2025 Precision Wealth Strategies LLC2,991$939K0.3%+7.1%0.007%
7/18/2025 Truist Financial Corp4,225$1.33M0.0%-2.1%0.010%
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7/17/2025 Chicago Capital LLC56,415$17.71M0.4%-0.7%0.134%
7/17/2025 HB Wealth Management LLC2,670$838K0.0%-2.3%0.006%
7/17/2025 Janney Montgomery Scott LLC2,528$794K0.0%-23.0%0.006%
7/17/2025 V Square Quantitative Management LLC93$29K0.0%-35.9%0.000%
7/16/2025 Signaturefd LLC410$129K0.0%+14.5%0.001%
7/16/2025 State of Alaska Department of Revenue17,557$5.51M0.1%+15.2%0.042%
7/16/2025 American National Bank & Trust180$57K0.0%N/A0.000%
7/16/2025 Congress 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%
(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, 444 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 372 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), M&G Plc ($182.81K), Premier Fund Managers Ltd ($170.07K), and Balyasny Asset Management L.P. ($168.03K).

How much institutional buying is happening at Morningstar?

Institutional investors have bought a total of 3,883,748 shares in the last 24 months. This purchase volume represents approximately $1.24B in transactions.

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

Of the 178 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 ($561.58K), Bank of America Corp DE ($253.26K), Millennium Management LLC ($207.45K), Kayne Anderson Rudnick Investment Management LLC ($200.82K), Amundi ($192.05K), and Vanguard Group Inc. ($143.15K).

How much institutional selling is happening at Morningstar?

Institutional investors have sold a total of 3,338,431 shares in the last 24 months. This volume of shares sold represents approximately $1.07B in transactions.


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This page (NASDAQ:MORN) was last updated on 8/13/2025 by MarketBeat.com Staff
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