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Morningstar (MORN) Institutional Ownership

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$340.32 +2.38 (+0.70%)
(As of 12/20/2024 05:31 PM ET)
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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)
187
Total
Institutional Inflows
(last 12 months)
$663.11M
Number of
Institutional Sellers
(last 12 months)
140
Total
Institutional Outflows
(last 12 months)
$372.59M
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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
12/19/2024 Principal Financial Group Inc.84,845$27.08M0.0%-22.8%0.198%
12/6/2024 Retirement Systems of Alabama32,785$10.46M0.0%+1.9%0.076%
12/3/2024 Oddo BHF Asset Management Sas6,212$1.98M0.1%N/A0.014%
11/27/2024 Franklin Resources Inc.1,483$508K0.0%-23.4%0.003%
11/25/2024 Tidal Investments LLC1,208$385K0.0%+8.1%0.003%
11/25/2024 Sanctuary Advisors LLC1,288$446K0.0%-30.4%0.003%
11/20/2024 Virtu Financial LLC1,771$565K0.0%N/A0.004%
11/18/2024 Teachers Retirement System of The State of Kentucky8,190$2.61M0.0%-2.7%0.019%
11/18/2024 Ashford Capital Management Inc.5,431$1.73M0.2%-12.0%0.013%
11/16/2024 Geode Capital Management LLC497,411$158.77M0.0%+2.1%1.160%
11/15/2024 M&T Bank Corp8,869$2.83M0.0%-0.4%0.021%
11/15/2024 Barclays PLC16,563$5.29M0.0%+19.9%0.039%
11/15/2024 Public Employees Retirement System of Ohio9,820$3.13M0.0%-4.7%0.023%
11/15/2024 MML Investors Services LLC4,280$1.37M0.0%+7.0%0.010%
11/15/2024 Kensington Investment Counsel LLC10,615$3.39M1.4%+2.4%0.025%
11/15/2024 XTX Topco Ltd2,299$734K0.1%+80.2%0.005%
11/15/2024 DF Dent & Co. Inc.88,378$28.20M0.3%+61.3%0.206%
11/15/2024 National Bank of Canada FI27,113$8.65M0.0%+92.2%0.063%
11/15/2024 Jane Street Group LLC3,033$968K0.0%+21.4%0.007%
11/15/2024 Wellington Management Group LLP950,512$303.33M0.1%+0.5%2.217%
11/15/2024 State Street Corp804,293$256.67M0.0%+3.7%1.876%
11/15/2024 Stifel Financial Corp18,349$5.86M0.0%-2.2%0.043%
11/15/2024 Quantinno Capital Management LP5,534$1.77M0.0%+46.1%0.013%
11/15/2024 Motley Fool Asset Management LLC14,434$4.57M0.3%+1.7%0.034%
11/15/2024 Motley Fool Wealth Management LLC24,465$7.81M0.4%-1.4%0.057%
11/15/2024 HighTower Advisors LLC15,966$5.11M0.0%-1.1%0.037%
11/15/2024 Holocene Advisors LP5,035$1.61M0.0%N/A0.012%
11/15/2024 Benjamin Edwards Inc.1,562$499K0.0%+74.5%0.004%
11/15/2024 Bamco Inc. NY1,305,588$416.64M1.1%-0.1%3.045%
11/15/2024 Point72 Hong Kong Ltd181$58K0.0%N/A0.000%
11/14/2024 American Capital Management Inc.144,231$46.03M1.5%-0.4%0.336%
11/14/2024 Wasatch Advisors LP696,023$222.12M1.1%+13.9%1.623%
11/14/2024 Edgestream Partners L.P.4,778$1.53M0.1%+16.1%0.011%
11/14/2024 Consolidated Press International Holdings Ltd.4,100$1.31M0.2%N/A0.010%
11/14/2024 Verition Fund Management LLC1,416$452K0.0%N/A0.003%
11/14/2024 Covey Capital Advisors LLC2,835$905K1.0%-7.3%0.007%
11/14/2024 Captrust Financial Advisors3,371$1.08M0.0%+10.3%0.008%
11/14/2024 Walleye Capital LLC944$301K0.0%N/A0.002%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC88,679$28.30M0.0%+7.5%0.207%
11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank6,080$1.94M0.0%-6.5%0.014%
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11/14/2024 MetLife Investment Management LLC15,159$4.84M0.0%+1.2%0.035%
11/14/2024 Healthcare of Ontario Pension Plan Trust Fund22,931$7.32M0.0%+282.2%0.053%
11/13/2024 Townsquare Capital LLC41,959$13.39M0.2%-1.1%0.098%
11/13/2024 BNP Paribas Financial Markets5,983$1.91M0.0%+16.9%0.014%
11/13/2024 Quantbot Technologies LP13,769$4.39M0.2%+259.3%0.032%
11/13/2024 FMR LLC400,520$127.81M0.0%+10.9%0.934%
11/13/2024 The Manufacturers Life Insurance Company22,886$7.30M0.0%-1.0%0.053%
11/13/2024 Associated Banc Corp765$244K0.0%N/A0.002%
11/13/2024 Harvest Fund Management Co. Ltd735$234K0.0%+492.7%0.002%
11/13/2024 Dynamic Technology Lab Private Ltd675$215K0.0%-17.4%0.002%
11/13/2024Fisher Asset Management LLC21,342$6.81M0.0%+6.7%0.050%
11/13/2024 Daiwa Securities Group Inc.15,115$4.82M0.0%-8.2%0.035%
11/12/2024 Algert Global LLC25,509$8.14M0.2%+25.7%0.059%
11/12/2024 Cerity Partners LLC6,318$2.02M0.0%+16.9%0.015%
11/12/2024 Great Valley Advisor Group Inc.1,524$486K0.0%+102.1%0.004%
11/12/2024 Planning Alternatives Ltd. ADV2,254$719K0.1%+2.2%0.005%
11/12/2024 Raymond James Trust N.A.1,144$365K0.0%-5.8%0.003%
11/12/2024 Charles Schwab Investment Management Inc.191,765$61.20M0.0%+2.7%0.447%
11/12/2024 Massachusetts Financial Services Co. MA1,201,708$383.49M0.1%+9.3%2.802%
11/9/2024 Intech Investment Management LLC7,773$2.48M0.0%N/A0.018%
11/8/2024 Commerce Bank11,184$3.57M0.0%-4.3%0.026%
11/8/2024 Segall Bryant & Hamill LLC33,905$10.82M0.1%+1.7%0.079%
11/8/2024 B. Metzler seel. Sohn & Co. Holding AG9,968$3.18M0.0%N/A0.023%
11/7/2024 Meeder Asset Management Inc.331$106K0.0%N/A0.001%
11/7/2024 Pathstone Holdings LLC8,262$2.64M0.0%-9.4%0.019%
11/7/2024 Quest Partners LLC12,743$4.07M0.4%+1,274,200.0%0.030%
11/7/2024 Swiss National Bank54,200$17.30M0.0%-0.9%0.126%
11/7/2024 Thrivent Financial for Lutherans13,879$4.43M0.0%+120.3%0.032%
11/6/2024 Mutual of America Capital Management LLC14,584$4.65M0.0%-2.3%0.034%
11/6/2024 Royce & Associates LP191,290$61.04M0.6%-1.2%0.446%
11/6/2024 Dearborn Partners LLC1,058$338K0.0%N/A0.002%
11/6/2024 CIBC Asset Management Inc1,259$402K0.0%+3.4%0.003%
11/6/2024 KBC Group NV689$220K0.0%+10.8%0.002%
11/6/2024 Oppenheimer & Co. Inc.829$265K0.0%-8.5%0.002%
11/6/2024 Oppenheimer Asset Management Inc.12,924$4.12M0.0%+9.3%0.030%
11/5/2024 Victory Capital Management Inc.15,843$5.06M0.0%+12.7%0.037%
11/5/2024 Entropy Technologies LP3,857$1.23M0.1%+265.2%0.009%
11/4/2024 Venturi Wealth Management LLC121$39K0.0%+101.7%0.000%
11/4/2024 State of New Jersey Common Pension Fund D10,443$3.33M0.0%-2.4%0.024%
11/4/2024 Crossmark Global Holdings Inc.2,258$720K0.0%+30.7%0.005%
11/2/2024 Covestor Ltd363$116K0.1%+75.4%0.001%
11/1/2024 Atria Investments Inc3,529$1.13M0.0%-38.1%0.008%
10/31/2024 Confluence Investment Management LLC64,432$20.56M0.3%-0.8%0.150%
10/31/2024 Portside Wealth Group LLC5,305$1.69M0.3%-0.6%0.012%
10/31/2024 Kornitzer Capital Management Inc. KS26,324$8.40M0.2%+0.2%0.061%
10/31/2024 Principal Financial Group Inc.84,845$27.08M0.0%-22.8%0.198%
10/31/2024 M&G PLC182,808$58.32M0.3%+5.6%0.426%
10/30/2024 Marks Group Wealth Management Inc25,090$8.01M0.8%+1.7%0.059%
10/30/2024 Amalgamated Bank13,228$4.22M0.0%-2.3%0.031%
10/30/2024 QRG Capital Management Inc.832$266K0.0%+7.4%0.002%
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10/30/2024 Asset Management One Co. Ltd.36,749$11.70M0.0%+3.1%0.086%
10/29/2024 Cannon Global Investment Management LLC900$287K0.5%N/A0.002%
10/29/2024 Angeles Wealth Management LLC925$295K0.0%N/A0.002%
10/29/2024 Harbor Capital Advisors Inc.5,589$1.78M0.1%+111.9%0.013%
10/29/2024 Janney Montgomery Scott LLC3,283$1.05M0.0%+14.2%0.008%
10/29/2024 Farther Finance Advisors LLC182$58K0.0%+93.6%0.000%
10/28/2024 Fonville Wealth Management LLC676$216K0.1%N/A0.002%
10/28/2024 Congress Asset Management Co.41,627$13.28M0.1%+16.9%0.097%
10/25/2024 Diversify Wealth Management LLC2,245$767K0.1%+6.8%0.005%
10/25/2024 New York State Teachers Retirement System8,445$2.70M0.0%-1.2%0.020%
(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, 330 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 279 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 6,408,566 shares in the last 24 months. This purchase volume represents approximately $1.57B 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), Wasatch Advisors LP ($130.65K), Bank of Nova Scotia ($120.61K), and Goldman Sachs Group Inc. ($111.55K).

How much institutional selling is happening at Morningstar?

Institutional investors have sold a total of 2,589,309 shares in the last 24 months. This volume of shares sold represents approximately $648.03M in transactions.


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This page (NASDAQ:MORN) was last updated on 12/21/2024 by MarketBeat.com Staff
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