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Morningstar (MORN) Institutional Ownership

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$327.17 -1.30 (-0.40%)
As of 01/17/2025 04:00 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)
189
Total
Institutional Inflows
(last 12 months)
$663.38M
Number of
Institutional Sellers
(last 12 months)
135
Total
Institutional Outflows
(last 12 months)
$383.44M
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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
1/17/2025 Janney Montgomery Scott LLC3,446$1.16M0.0%+5.0%0.008%
1/17/2025 SG Americas Securities LLC639$215K0.0%-68.6%0.001%
1/17/2025 Barlow Wealth Partners Inc.35,962$11.76M1.5%+5.3%0.084%
1/17/2025 Genesis Private Wealth LLC770$259K0.1%N/A0.002%
1/17/2025 Atomi Financial Group Inc.729$245K0.0%N/A0.002%
1/16/2025 Crossmark Global Holdings Inc.1,629$549K0.0%-27.9%0.004%
1/16/2025 UMB Bank n.a.467$157K0.0%+13.1%0.001%
1/16/2025 Willner & Heller LLC616$207K0.2%N/A0.001%
1/16/2025 Diversify Advisory Services LLC1,072$339K0.0%-5.9%0.003%
1/16/2025 Diversify Wealth Management LLC2,821$891K0.1%+25.7%0.007%
1/14/2025 Park Avenue Securities LLC1,464$493K0.0%+41.4%0.003%
1/14/2025 Oak Thistle LLC4,276$1.44M0.4%+194.9%0.010%
1/14/2025 Wallace Advisory Group LLC1,061$339K0.2%-7.3%0.002%
1/10/2025 Harbor Capital Advisors Inc.5,626$1.90M0.1%+0.7%0.013%
1/8/2025 First Hawaiian Bank2,562$863K0.0%-19.8%0.006%
1/6/2025 Nordea Investment Management AB57,505$19.51M0.0%+3.5%0.134%
1/3/2025 Everence Capital Management Inc.700$236K0.0%N/A0.002%
1/3/2025 GAMMA Investing LLC467$157K0.0%+49.2%0.001%
1/3/2025 Versant Capital Management Inc285$96K0.0%+15.9%0.001%
1/2/2025 Confluence Investment Management LLC63,393$21.35M0.3%-1.6%0.148%
12/26/2024JPMorgan Chase & Co.202,140$64.51M0.0%-17.2%0.471%
12/19/2024Principal Financial Group Inc.84,845$27.08M0.0%-22.8%0.198%
12/6/2024Retirement Systems of Alabama32,785$10.46M0.0%+1.9%0.076%
12/3/2024Oddo BHF Asset Management Sas6,212$1.98M0.1%N/A0.014%
11/27/2024Franklin Resources Inc.1,483$508K0.0%-23.4%0.003%
11/25/2024Tidal Investments LLC1,208$385K0.0%+8.1%0.003%
11/25/2024Sanctuary Advisors LLC1,288$446K0.0%-30.4%0.003%
11/20/2024Virtu Financial LLC1,771$565K0.0%N/A0.004%
11/18/2024Teachers Retirement System of The State of Kentucky8,190$2.61M0.0%-2.7%0.019%
11/18/2024Ashford Capital Management Inc.5,431$1.73M0.2%-12.0%0.013%
11/16/2024Geode Capital Management LLC497,411$158.77M0.0%+2.1%1.160%
11/15/2024M&T Bank Corp8,869$2.83M0.0%-0.4%0.021%
11/15/2024Barclays PLC16,563$5.29M0.0%+19.9%0.039%
11/15/2024Public Employees Retirement System of Ohio9,820$3.13M0.0%-4.7%0.023%
11/15/2024MML Investors Services LLC4,280$1.37M0.0%+7.0%0.010%
11/15/2024Kensington Investment Counsel LLC10,615$3.39M1.4%+2.4%0.025%
11/15/2024XTX Topco Ltd2,299$734K0.1%+80.2%0.005%
11/15/2024DF Dent & Co. Inc.88,378$28.20M0.3%+61.3%0.206%
11/15/2024National Bank of Canada FI27,113$8.65M0.0%+92.2%0.063%
11/15/2024Jane Street Group LLC3,033$968K0.0%+21.4%0.007%
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11/15/2024Wellington Management Group LLP950,512$303.33M0.1%+0.5%2.217%
11/15/2024State Street Corp804,293$256.67M0.0%+3.7%1.876%
11/15/2024Stifel Financial Corp18,349$5.86M0.0%-2.2%0.043%
11/15/2024Quantinno Capital Management LP5,534$1.77M0.0%+46.1%0.013%
11/15/2024Motley Fool Asset Management LLC14,434$4.57M0.3%+1.7%0.034%
11/15/2024Motley Fool Wealth Management LLC24,465$7.81M0.4%-1.4%0.057%
11/15/2024HighTower Advisors LLC15,966$5.11M0.0%-1.1%0.037%
11/15/2024Holocene Advisors LP5,035$1.61M0.0%N/A0.012%
11/15/2024Benjamin Edwards Inc.1,562$499K0.0%+74.5%0.004%
11/15/2024Bamco Inc. NY1,305,588$416.64M1.1%-0.1%3.045%
11/15/2024Point72 Hong Kong Ltd181$58K0.0%N/A0.000%
11/14/2024American Capital Management Inc.144,231$46.03M1.5%-0.4%0.336%
11/14/2024Wasatch Advisors LP696,023$222.12M1.1%+13.9%1.623%
11/14/2024Edgestream Partners L.P.4,778$1.53M0.1%+16.1%0.011%
11/14/2024Consolidated Press International Holdings Ltd.4,100$1.31M0.2%N/A0.010%
11/14/2024Verition Fund Management LLC1,416$452K0.0%N/A0.003%
11/14/2024Covey Capital Advisors LLC2,835$905K1.0%-7.3%0.007%
11/14/2024Captrust Financial Advisors3,371$1.08M0.0%+10.3%0.008%
11/14/2024Walleye Capital LLC944$301K0.0%N/A0.002%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC88,679$28.30M0.0%+7.5%0.207%
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank6,080$1.94M0.0%-6.5%0.014%
11/14/2024MetLife Investment Management LLC15,159$4.84M0.0%+1.2%0.035%
11/14/2024Healthcare of Ontario Pension Plan Trust Fund22,931$7.32M0.0%+282.2%0.053%
11/13/2024Townsquare Capital LLC41,959$13.39M0.2%-1.1%0.098%
11/13/2024BNP Paribas Financial Markets5,983$1.91M0.0%+16.9%0.014%
11/13/2024Quantbot Technologies LP13,769$4.39M0.2%+259.3%0.032%
11/13/2024FMR LLC400,520$127.81M0.0%+10.9%0.934%
11/13/2024The Manufacturers Life Insurance Company22,886$7.30M0.0%-1.0%0.053%
11/13/2024Associated Banc Corp765$244K0.0%N/A0.002%
11/13/2024Harvest Fund Management Co. Ltd735$234K0.0%+492.7%0.002%
11/13/2024Dynamic Technology Lab Private Ltd675$215K0.0%-17.4%0.002%
11/13/2024Fisher Asset Management LLC21,342$6.81M0.0%+6.7%0.050%
11/13/2024Daiwa Securities Group Inc.15,115$4.82M0.0%-8.2%0.035%
11/12/2024Algert Global LLC25,509$8.14M0.2%+25.7%0.059%
11/12/2024Cerity Partners LLC6,318$2.02M0.0%+16.9%0.015%
11/12/2024Great Valley Advisor Group Inc.1,524$486K0.0%+102.1%0.004%
11/12/2024Planning Alternatives Ltd. ADV2,254$719K0.1%+2.2%0.005%
11/12/2024Raymond James Trust N.A.1,144$365K0.0%-5.8%0.003%
11/12/2024Charles Schwab Investment Management Inc.191,765$61.20M0.0%+2.7%0.447%
11/12/2024Massachusetts Financial Services Co. MA1,201,708$383.49M0.1%+9.3%2.802%
11/9/2024Intech Investment Management LLC7,773$2.48M0.0%N/A0.018%
11/8/2024Commerce Bank11,184$3.57M0.0%-4.3%0.026%
11/8/2024Segall Bryant & Hamill LLC33,905$10.82M0.1%+1.7%0.079%
11/8/2024B. Metzler seel. Sohn & Co. Holding AG9,968$3.18M0.0%N/A0.023%
11/7/2024Meeder Asset Management Inc.331$106K0.0%N/A0.001%
11/7/2024Pathstone Holdings LLC8,262$2.64M0.0%-9.4%0.019%
11/7/2024Quest Partners LLC12,743$4.07M0.4%+1,274,200.0%0.030%
11/7/2024Swiss National Bank54,200$17.30M0.0%-0.9%0.126%
11/7/2024Thrivent Financial for Lutherans13,879$4.43M0.0%+120.3%0.032%
11/6/2024Mutual of America Capital Management LLC14,584$4.65M0.0%-2.3%0.034%
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11/6/2024Royce & Associates LP191,290$61.04M0.6%-1.2%0.446%
11/6/2024Dearborn Partners LLC1,058$338K0.0%N/A0.002%
11/6/2024CIBC Asset Management Inc1,259$402K0.0%+3.4%0.003%
11/6/2024KBC Group NV689$220K0.0%+10.8%0.002%
11/6/2024Oppenheimer & Co. Inc.829$265K0.0%-8.5%0.002%
11/6/2024Oppenheimer Asset Management Inc.12,924$4.12M0.0%+9.3%0.030%
11/5/2024Victory Capital Management Inc.15,843$5.06M0.0%+12.7%0.037%
11/5/2024Entropy Technologies LP3,857$1.23M0.1%+265.2%0.009%
11/4/2024Venturi Wealth Management LLC121$39K0.0%+101.7%0.000%
11/4/2024State of New Jersey Common Pension Fund D10,443$3.33M0.0%-2.4%0.024%
(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, 332 institutional investors and hedge funds held shares of Morningstar. The most heavily invested institutionals were Vanguard Group Inc. ($795.81M), Select Equity Group L.P. ($720.20M), Bank of America Corp DE ($498.73M), Morgan Stanley ($458.48M), Bamco Inc. NY ($416.64M), Massachusetts Financial Services Co. MA ($383.49M), and Kayne Anderson Rudnick Investment Management LLC ($334.05M).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 282 institutional investors that purchased Morningstar stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Massachusetts Financial Services Co. MA ($555.40K), Wellington Management Group LLP ($514.64K), Perpetual Ltd ($392.11K), Kayne Anderson Rudnick Investment Management LLC ($378.67K), Bank of America Corp DE ($343.70K), Norges Bank ($299.80K), and Allspring Global Investments Holdings LLC ($237.91K).

How much institutional buying is happening at Morningstar?

Institutional investors have bought a total of 6,352,447 shares in the last 24 months. This purchase volume represents approximately $1.56B in transactions.

Which Morningstar major shareholders have been selling company stock?

Of the 183 institutional investors that sold Morningstar stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Artisan Partners Limited Partnership ($317.98K), Principal Financial Group Inc. ($234.12K), National Bank of Canada FI ($164.16K), Select Equity Group L.P. ($160.56K), JPMorgan Chase & Co. ($139.82K), Wasatch Advisors LP ($130.65K), and Bank of Nova Scotia ($120.61K).

How much institutional selling is happening at Morningstar?

Institutional investors have sold a total of 2,632,389 shares in the last 24 months. This volume of shares sold represents approximately $662.11M in transactions.


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This page (NASDAQ:MORN) was last updated on 1/20/2025 by MarketBeat.com Staff
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