Morningstar (MORN) Institutional Ownership

$320.69

-0.13 (-0.04%)

(As of 09/20/2024 ET)

Current Institutional Ownership Percentage: 57.02%
Number of Institutional Buyers (last 12 months): 176
Total Institutional Inflows (last 12 months): $891.21M

Number of Institutional Sellers (last 12 months): 135
Total Institutional Outflows (last 12 months): $398.64M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/20/2024	Healthcare of Ontario Pension Plan Trust Fund	6,000	$1.78M	0.0%	-79.6%	0.014%
9/16/2024	Cubist Systematic Strategies LLC	1,606	$475K	0.0%	-93.6%	0.004%
9/5/2024	Sanctuary Advisors LLC	1,850	$530K	0.0%	N/A	0.004%
9/4/2024	Coronation Fund Managers Ltd.	28,134	$8.32M	0.4%	-21.4%	0.066%
8/21/2024	Truist Financial Corp	3,526	$1.04M	0.0%	-7.3%	0.008%
8/16/2024	Wallace Advisory Group LLC	1,144	$338K	0.2%	-4.3%	0.003%
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8/16/2024	Creative Planning	2,934	$868K	0.0%	+3.6%	0.007%
8/16/2024	Algert Global LLC	20,289	$6.00M	0.2%	+16.7%	0.047%
8/16/2024	Sepio Capital LP	6,006	$1.78M	0.2%	-1.8%	0.014%
8/15/2024	Susquehanna Portfolio Strategies LLC	1,444	$427K	0.0%	-84.2%	0.003%
8/15/2024	Susquehanna Fundamental Investments LLC	1,573	$465K	0.0%	-25.9%	0.004%
8/15/2024	Select Equity Group L.P.	2,434,338	$720.20M	2.8%	-6.2%	5.695%
8/15/2024	The Manufacturers Life Insurance Company	23,118	$6.84M	0.0%	-1.5%	0.054%
8/15/2024	Millennium Management LLC	320,186	$94.73M	0.0%	+154.0%	0.749%
8/15/2024	Dundas Partners LLP	1,114	$330K	0.0%	+52.8%	0.003%
8/15/2024	AQR Capital Management LLC	6,376	$1.88M	0.0%	-42.0%	0.015%
8/14/2024	Squarepoint Ops LLC	1,320	$391K	0.0%	N/A	0.003%
8/14/2024	Cubist Systematic Strategies LLC	1,606	$475K	0.0%	-93.6%	0.004%
8/14/2024	Xponance Inc.	5,308	$1.57M	0.0%	-2.9%	0.012%
8/14/2024	Bank of Montreal Can	42,189	$12.63M	0.0%	+217.3%	0.099%
8/14/2024	Magnetar Financial LLC	5,281	$1.56M	0.0%	+33.5%	0.012%
8/14/2024	1832 Asset Management L.P.	13,900	$4.11M	0.0%	+24.1%	0.033%
8/14/2024	ProShare Advisors LLC	1,230	$364K	0.0%	-3.3%	0.003%
8/14/2024	Profund Advisors LLC	757	$224K	0.0%	-26.6%	0.002%
8/13/2024	Kayne Anderson Rudnick Investment Management LLC	1,129,104	$334.05M	0.8%	-8.0%	2.641%
8/13/2024	Ensign Peak Advisors Inc	17,675	$5.23M	0.0%	+32.1%	0.041%
8/13/2024	Thrivent Financial for Lutherans	6,300	$1.86M	0.0%	-12.4%	0.015%
8/13/2024	Sei Investments Co.	128,016	$37.87M	0.1%	+0.9%	0.299%
8/13/2024	Pacer Advisors Inc.	3,878	$1.15M	0.0%	-0.9%	0.009%
8/13/2024	Benjamin Edwards Inc.	895	$265K	0.1%	-39.0%	0.002%
8/12/2024	XTX Topco Ltd	1,276	$378K	0.0%	+14.4%	0.003%
8/12/2024	Seven Eight Capital LP	854	$253K	0.0%	N/A	0.002%
8/12/2024	Hsbc Holdings PLC	2,542	$751K	0.0%	-21.4%	0.006%
8/12/2024	Vanguard Personalized Indexing Management LLC	3,003	$888K	0.0%	+9.3%	0.007%
8/12/2024	Mercer Global Advisors Inc. ADV	956	$283K	0.0%	-4.4%	0.002%
8/12/2024	Amalgamated Bank	13,543	$4.01M	0.0%	-6.4%	0.032%
8/10/2024	Mutual of America Capital Management LLC	14,931	$4.42M	0.0%	-3.8%	0.035%
8/9/2024	Edgestream Partners L.P.	4,117	$1.22M	0.1%	+197.7%	0.010%
8/9/2024	Renaissance Technologies LLC	176,870	$52.33M	0.1%	-5.2%	0.414%
8/9/2024	Dimensional Fund Advisors LP	272,075	$80.49M	0.0%	+1.8%	0.636%
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8/9/2024	Massachusetts Financial Services Co. MA	1,099,502	$325.29M	0.1%	+0.4%	2.572%
8/9/2024	Black Creek Investment Management Inc.	2,900	$858K	0.0%	-25.6%	0.007%
8/9/2024	Brown Brothers Harriman & Co.	412	$122K	0.0%	+229.6%	0.001%
8/8/2024	Envestnet Asset Management Inc.	72,997	$21.60M	0.0%	-9.7%	0.171%
8/8/2024	Oppenheimer Asset Management Inc.	11,827	$3.50M	0.0%	+44.4%	0.028%
8/8/2024	Federated Hermes Inc.	2,260	$669K	0.0%	-18.8%	0.005%
8/8/2024	Johnson Investment Counsel Inc.	4,317	$1.28M	0.0%	-2.0%	0.010%
8/8/2024	American Century Companies Inc.	5,115	$1.51M	0.0%	+109.9%	0.012%
8/8/2024	State of New Jersey Common Pension Fund D	10,704	$3.17M	0.0%	-27.6%	0.025%
8/7/2024	Headlands Technologies LLC	522	$154K	0.0%	+143.9%	0.001%
8/7/2024	Daiwa Securities Group Inc.	16,465	$4.87M	0.0%	-8.2%	0.039%
8/7/2024	Texas Permanent School Fund Corp	21,263	$6.29M	0.1%	-6.7%	0.050%
8/6/2024	Acadian Asset Management LLC	146	$43K	0.0%	+73.8%	0.000%
8/6/2024	Norden Group LLC	6,210	$1.84M	0.4%	-8.0%	0.015%
8/6/2024	Chicago Capital LLC	58,442	$17.29M	0.5%	-1.2%	0.137%
8/6/2024	Ceera Investments LLC	9,796	$2.90M	1.2%	-0.5%	0.023%
8/5/2024	Arizona State Retirement System	7,775	$2.30M	0.0%	+10.4%	0.018%
8/5/2024	Victory Capital Management Inc.	14,054	$4.16M	0.0%	-1.1%	0.033%
8/3/2024	Kornitzer Capital Management Inc. KS	26,284	$7.78M	0.1%	-1.9%	0.061%
8/3/2024	National Bank of Canada FI	14,108	$4.20M	0.0%	-50.0%	0.033%
8/2/2024	George Kaiser Family Foundation	7,693	$2.28M	0.4%	+0.7%	0.018%
8/2/2024	Simon Quick Advisors LLC	3,906	$1.16M	0.1%	+54.1%	0.009%
8/2/2024	Oregon Public Employees Retirement Fund	5,417	$1.60M	0.0%	-15.6%	0.013%
8/1/2024	Rhumbline Advisers	75,749	$22.41M	0.0%	+1.2%	0.177%
8/1/2024	YHB Investment Advisors Inc.	13,598	$4.02M	0.3%	-3.1%	0.032%
8/1/2024	Versor Investments LP	3,500	$1.04M	0.2%	N/A	0.008%
8/1/2024	CIBC Asset Management Inc	1,218	$360K	0.0%	+62.8%	0.003%
8/1/2024	Barlow Wealth Partners Inc.	33,503	$10.22M	1.4%	+1.8%	0.078%
7/31/2024	BCGM Wealth Management LLC	4,460	$1.32M	0.5%	-0.9%	0.010%
7/31/2024	Legacy Advisors LLC	3,025	$895K	0.1%	+1.6%	0.007%
7/30/2024	Azzad Asset Management Inc. ADV	8,989	$2.66M	0.3%	-28.9%	0.021%
7/30/2024	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	11,387	$3.37M	0.0%	+5.0%	0.027%
7/29/2024	Crossmark Global Holdings Inc.	1,727	$511K	0.0%	-16.1%	0.004%
7/29/2024	Principal Financial Group Inc.	109,940	$32.53M	0.0%	-41.4%	0.257%
7/29/2024	Crewe Advisors LLC	117	$35K	0.0%	N/A	0.000%
7/29/2024	Panagora Asset Management Inc.	868	$257K	0.0%	+8.5%	0.002%
7/29/2024	IQ EQ FUND MANAGEMENT IRELAND Ltd	2,947	$872K	0.1%	-19.9%	0.007%
7/29/2024	Zurcher Kantonalbank Zurich Cantonalbank	6,505	$1.93M	0.0%	+23.4%	0.015%
7/26/2024	State of Michigan Retirement System	6,300	$1.86M	0.0%	-1.6%	0.015%
7/26/2024	Allspring Global Investments Holdings LLC	282,534	$83.59M	0.1%	-3.1%	0.661%
7/26/2024	Liontrust Investment Partners LLP	402,775	$119.16M	1.7%	-2.0%	0.942%
7/26/2024	Bank of New York Mellon Corp	327,902	$97.01M	0.0%	-8.7%	0.767%
7/25/2024	Raymond James Trust N.A.	1,214	$359K	0.0%	-16.0%	0.003%
7/25/2024	Bank of Stockton	924	$273K	0.1%	-33.5%	0.002%
7/24/2024	Retirement Systems of Alabama	32,182	$9.52M	0.0%	-1.6%	0.075%
7/24/2024	Louisiana State Employees Retirement System	7,400	$2.19M	0.0%	-1.3%	0.017%
7/24/2024	DT Investment Partners LLC	120	$36K	0.0%	N/A	0.000%
7/23/2024	Fifth Third Wealth Advisors LLC	775	$229K	0.0%	N/A	0.002%
7/22/2024	Fifth Third Bancorp	364	$108K	0.0%	+55.6%	0.001%
7/20/2024	Nisa Investment Advisors LLC	196	$58K	0.0%	+38.0%	0.000%
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7/19/2024	Raymond James & Associates	6,030	$1.78M	0.0%	-62.7%	0.014%
7/19/2024	OFI Invest Asset Management	5,700	$1.57M	0.0%	N/A	0.013%
7/18/2024	Blue Trust Inc.	111	$34K	0.0%	+326.9%	0.000%
7/18/2024	Baker Tilly Wealth Management LLC	1,084	$321K	0.1%	-72.6%	0.003%
7/18/2024	Portside Wealth Group LLC	5,337	$1.58M	0.3%	-4.7%	0.012%
7/18/2024	Coronation Fund Managers Ltd.	28,134	$8.32M	0.2%	-21.4%	0.066%
7/18/2024	Assenagon Asset Management S.A.	31,658	$9.37M	0.0%	N/A	0.074%
7/17/2024	Cottonwood Capital Advisors LLC	1,008	$298K	0.2%	N/A	0.002%
7/16/2024	Envestnet Portfolio Solutions Inc.	860	$254K	0.0%	-24.6%	0.002%
7/16/2024	Great Valley Advisor Group Inc.	754	$223K	0.0%	+7.3%	0.002%

(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, 320 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 ($403.56M), Kayne Anderson Rudnick Investment Management LLC ($334.05M), and Massachusetts Financial Services Co. MA ($325.29M).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 257 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 ($509.49K), Massachusetts Financial Services Co. MA ($453.49K), 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 ($239.40K).

How much institutional buying is happening at Morningstar?: Institutional investors have bought a total of 6,054,203 shares in the last 24 months. This purchase volume represents approximately $1.44B in transactions.
Which Morningstar major shareholders have been selling company stock?: Of the 189 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 ($322.38K), Principal Financial Group Inc. ($183.93K), 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 Kayne Anderson Rudnick Investment Management LLC ($116.98K).
How much institutional selling is happening at Morningstar?: Institutional investors have sold a total of 2,797,955 shares in the last 24 months. This volume of shares sold represents approximately $683.98M in transactions.