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Morningstar (MORN) Institutional Ownership

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$299.77
-0.20 (-0.07%)
(As of 05/17/2024 08:54 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)
178
Total
Institutional Inflows
(last 12 months)
$993.73M
Number of
Institutional Sellers
(last 12 months)
121
Total
Institutional Outflows
(last 12 months)
$300.52M
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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
5/17/2024 Comerica Bank11,378$3.51M0.0%-3.2%0.027%
5/17/2024 Tidal Investments LLC3,913$1.21M0.0%N/A0.009%
5/17/2024 Motley Fool Asset Management LLC14,785$4.56M0.3%-2.6%0.035%
5/16/2024 Jane Street Group LLC13,579$4.19M0.0%-50.7%0.032%
5/16/2024 California State Teachers Retirement System25,660$7.91M0.0%-5.2%0.060%
5/16/2024 Ashford Capital Management Inc.6,171$1.90M0.3%-21.7%0.014%
5/15/2024 Public Employees Retirement System of Ohio9,973$3.08M0.0%-8.5%0.023%
5/15/2024 Bamco Inc. NY1,308,671$403.56M1.1%-1.0%3.061%
5/15/2024 Price T Rowe Associates Inc. MD684,743$211.16M0.0%-3.8%1.602%
5/15/2024 Magnetar Financial LLC3,956$1.22M0.0%-21.4%0.009%
5/15/2024 Quadrature Capital Ltd872$269K0.0%-94.4%0.002%
5/14/2024 Natixis29,000$8.94M0.0%+7.4%0.068%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund29,413$9.07M0.0%N/A0.069%
5/14/2024 CANADA LIFE ASSURANCE Co17,696$5.45M0.0%+12.7%0.041%
5/14/2024 American International Group Inc.34,693$10.70M0.0%-2.0%0.081%
5/13/2024 Bessemer Group Inc.4,927$1.52M0.0%-9.7%0.012%
5/13/2024 Capitolis Liquid Global Markets LLC19,000$5.86M0.1%N/A0.044%
5/13/2024 O Shaughnessy Asset Management LLC1,622$500K0.0%+18.5%0.004%
5/11/2024 Edgestream Partners L.P.1,383$426K0.0%N/A0.003%
5/10/2024 Acadian Asset Management LLC84$25K0.0%-85.6%0.000%
5/10/2024 Vanguard Group Inc.2,580,713$795.81M0.0%+0.2%6.037%
5/10/2024 M&G Plc169,783$52.29M0.3%N/A0.397%
5/10/2024 Twin Tree Management LP2,150$663K0.0%-14.2%0.005%
5/9/2024 Blair William & Co. IL4,616$1.42M0.0%-9.1%0.011%
5/9/2024 HBK Sorce Advisory LLC851$262K0.0%-5.0%0.002%
5/9/2024 Scout Investments Inc.42,549$13.03M0.3%+75.8%0.100%
5/9/2024 State Board of Administration of Florida Retirement System26,641$8.22M0.0%+0.8%0.062%
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.10,840$3.34M0.0%+3.9%0.025%
5/8/2024 Entropy Technologies LP1,386$427K0.0%N/A0.003%
5/8/2024 Motley Fool Asset Management LLC14,687$4.53M0.2%-3.2%0.034%
5/8/2024 Motley Fool Wealth Management LLC23,786$7.34M0.4%-0.9%0.056%
5/8/2024 ProShare Advisors LLC1,272$392K0.0%-7.2%0.003%
5/8/2024 Avantax Advisory Services Inc.2,764$852K0.0%+8.3%0.006%
5/8/2024 US Bancorp DE11,266$3.47M0.0%-1.1%0.026%
5/8/2024 Russell Investments Group Ltd.22,413$6.91M0.0%+0.4%0.052%
5/8/2024 Headlands Technologies LLC214$66K0.0%N/A0.001%
5/7/2024 Sei Investments Co.126,932$39.14M0.1%+2.8%0.297%
5/7/2024 BCGM Wealth Management LLC4,500$1.39M0.5%+4.5%0.011%
5/7/2024Susquehanna Fundamental Investments LLC2,122$654K0.0%N/A0.005%
5/7/2024 Swiss National Bank50,600$15.60M0.0%+0.2%0.118%
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5/7/2024 ClariVest Asset Management LLC6,120$1.89M0.2%-0.9%0.014%
5/7/2024 Oppenheimer Asset Management Inc.8,189$2.53M0.0%-25.1%0.019%
5/7/2024 SG Americas Securities LLC13,202$4.07M0.0%+506.2%0.031%
5/6/2024 Quantbot Technologies LP6,914$2.13M0.1%+80.5%0.016%
5/6/2024 Envestnet Portfolio Solutions Inc.1,140$352K0.0%+60.8%0.003%
5/6/2024 Duality Advisers LP11,401$3.52M0.3%-19.5%0.027%
5/6/2024 Texas Permanent School Fund Corp22,796$7.03M0.1%+1.3%0.053%
5/3/2024 Coronation Fund Managers Ltd.35,811$11.04M0.3%-9.0%0.084%
5/3/2024 Central Pacific Bank Trust Division3,196$979K0.1%N/A0.007%
5/2/2024 Mutual of America Capital Management LLC15,518$4.79M0.1%-3.6%0.036%
5/2/2024 Daiwa Securities Group Inc.17,945$5.53M0.0%-24.0%0.042%
5/2/2024 Nordea Investment Management AB65,167$20.08M0.0%-0.7%0.152%
5/1/2024 Janney Montgomery Scott LLC3,058$943K0.0%-5.6%0.007%
5/1/2024 BNP Paribas Financial Markets6,114$1.89M0.0%+104.2%0.014%
5/1/2024 Precision Wealth Strategies LLC2,123$655K0.6%+35.3%0.005%
5/1/2024 Diversify Advisory Services LLC1,878$575K0.0%N/A0.004%
4/30/2024 Retirement Systems of Alabama32,709$10.09M0.0%+0.3%0.077%
4/30/2024 Norden Group LLC6,752$2.08M0.2%+70.5%0.016%
4/30/2024 Claret Asset Management Corp711$219K0.0%-7.3%0.002%
4/30/2024 Allspring Global Investments Holdings LLC291,490$89.89M0.1%+2.1%0.682%
4/29/2024 Principal Financial Group Inc.187,631$57.86M0.0%-0.2%0.439%
4/29/2024 Benjamin Edwards Inc.1,467$452K0.1%+39.4%0.003%
4/29/2024 Marks Group Wealth Management Inc24,349$7.51M0.8%+1.4%0.057%
4/26/2024 Yousif Capital Management LLC11,871$3.66M0.0%-1.9%0.028%
4/26/2024 YHB Investment Advisors Inc.14,037$4.33M0.4%-0.4%0.033%
4/26/2024 SYSTM Wealth Solutions LLC2,180$672K0.1%+12,723.5%0.005%
4/25/2024 New York State Teachers Retirement System6,000$1.85M0.0%+3.4%0.014%
4/23/2024 Louisiana State Employees Retirement System7,500$2.31M0.0%+2.7%0.018%
4/23/2024 Amalgamated Bank14,468$4.46M0.0%-21.8%0.034%
4/23/2024 Bank of Stockton1,389$428K0.1%-24.0%0.003%
4/22/2024 Raymond James & Associates16,155$4.98M0.0%+1.5%0.038%
4/22/2024 Edge Financial Advisors LLC798$246K0.2%N/A0.002%
4/19/2024 Norden Group LLC129,257$39.86M0.4%+3,164.9%0.302%
4/19/2024 Azzad Asset Management Inc. ADV12,645$3.90M0.5%-15.7%0.030%
4/18/2024 Wasatch Advisors LP562,099$173.33M0.9%+5.3%1.315%
4/18/2024 State of Michigan Retirement System6,400$1.97M0.0%+3.2%0.015%
4/18/2024 Allspring Global Investments Holdings LLC291,490$89.89M0.1%+2.1%0.682%
4/16/2024 Cardinal Capital Management11,740$3.62M0.6%+9.8%0.027%
4/13/2024 Wallace Advisory Group LLC1,196$342K0.2%+7.4%0.003%
4/11/2024 Congress Asset Management Co. MA29,387$9.06M0.1%N/A0.069%
4/10/2024 Park Avenue Securities LLC1,665$513K0.0%-6.0%0.004%
4/5/2024 CWM LLC1,107$341K0.0%+241.7%0.003%
4/2/2024 Symmetry Partners LLC677$209K0.0%N/A0.002%
4/1/2024 Confluence Investment Management LLC68,054$20.99M0.3%N/A0.159%
3/25/2024 Quadrature Capital Ltd15,585$4.46M0.1%-47.4%0.036%
3/22/2024 PNC Financial Services Group Inc.1,222$350K0.0%+26.6%0.003%
3/11/2024 Vanguard Group Inc.2,576,670$737.55M0.0%+0.9%6.030%
3/5/2024 Fisher Asset Management LLC22,955$6.57M0.0%-19.3%0.054%
3/5/2024 Wellington Management Group LLP509,486$145.84M0.0%+45.9%1.192%
3/1/2024 Goldman Sachs Group Inc.163,311$46.75M0.0%-40.6%0.382%
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2/28/2024 American International Group Inc.35,405$10.13M0.0%-4.0%0.083%
2/26/2024Teachers Retirement System of The State of Kentucky8,420$2.41M0.0%+6.6%0.020%
2/15/2024 Praesidium Investment Management Company LLC177,195$50.72M6.3%-11.7%0.415%
2/14/2024 Point72 Europe London LLP6,136$1.76M0.2%N/A0.014%
2/14/2024 Nebula Research & Development LLC2,608$747K0.2%N/A0.006%
2/14/2024 Wasatch Advisors LP533,935$152.83M0.8%+1.0%1.250%
2/14/2024 Sei Investments Co.123,450$35.34M0.1%-3.4%0.289%
2/14/2024 Quadrature Capital Ltd15,585$4.46M0.1%-47.4%0.036%
2/14/2024 Scout Investments Inc.24,204$6.93M0.2%-32.5%0.057%
2/13/2024 PEAK6 Investments LLC13,320$3.81M0.0%+496.0%0.031%
(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, 312 institutional investors and hedge funds held shares of Morningstar. The most heavily invested institutionals were Vanguard Group Inc. ($795.81M), Bank of America Corp DE ($498.73M), Morgan Stanley ($458.48M), Bamco Inc. NY ($403.56M), Massachusetts Financial Services Co. MA ($307.92M), Kayne Anderson Rudnick Investment Management LLC ($293.42M), and BlackRock Inc. ($223.46M).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 249 institutional investors that purchased Morningstar stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of America Corp DE ($1.56M), Wellington Management Group LLP ($509.49K), Massachusetts Financial Services Co. MA ($498.86K), Perpetual Ltd ($392.11K), Kayne Anderson Rudnick Investment Management LLC ($378.67K), Norges Bank ($299.80K), and Allspring Global Investments Holdings LLC ($239.40K).

How much institutional buying is happening at Morningstar?

Institutional investors have bought a total of 7,272,412 shares in the last 24 months. This purchase volume represents approximately $1.75B 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: Echo Street Capital Management LLC ($444.57K), Artisan Partners Limited Partnership ($364.20K), National Bank of Canada FI ($150.04K), Wasatch Advisors LP ($130.65K), Bank of Nova Scotia ($120.61K), Goldman Sachs Group Inc. ($111.55K), and Principal Financial Group Inc. ($106.24K).

How much institutional selling is happening at Morningstar?

Institutional investors have sold a total of 2,919,882 shares in the last 24 months. This volume of shares sold represents approximately $682.67M in transactions.


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This page (NASDAQ:MORN) was last updated on 5/20/2024 by MarketBeat.com Staff

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