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Morningstar (MORN) Institutional Ownership

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$286.29
-1.17 (-0.41%)
(As of 04/26/2024 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)
179
Total
Institutional Inflows
(last 12 months)
$1.07B
Number of
Institutional Sellers
(last 12 months)
121
Total
Institutional Outflows
(last 12 months)
$381.06M
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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
4/26/2024Yousif Capital Management LLC11,871$3.66M0.0%-1.9%0.028%
4/26/2024YHB Investment Advisors Inc.14,037$4.33M0.4%-0.4%0.033%
4/26/2024SYSTM Wealth Solutions LLC2,180$672K0.1%+12,723.5%0.005%
4/25/2024New 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%
3/25/2024Quadrature Capital Ltd15,585$4.46M0.1%-47.4%0.036%
3/22/2024PNC Financial Services Group Inc.1,222$350K0.0%+26.6%0.003%
3/11/2024Vanguard Group Inc.2,576,670$737.55M0.0%+0.9%6.030%
3/5/2024Fisher Asset Management LLC22,955$6.57M0.0%-19.3%0.054%
3/5/2024Wellington Management Group LLP509,486$145.84M0.0%+45.9%1.192%
3/1/2024Goldman Sachs Group Inc.163,311$46.75M0.0%-40.6%0.382%
2/28/2024American 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%
2/15/2024Praesidium Investment Management Company LLC177,195$50.72M6.3%-11.7%0.415%
2/14/2024Point72 Europe London LLP6,136$1.76M0.2%N/A0.014%
2/14/2024Nebula Research & Development LLC2,608$747K0.2%N/A0.006%
2/14/2024 Wasatch Advisors LP533,935$152.83M0.8%+1.0%1.250%
2/14/2024Sei Investments Co.123,450$35.34M0.1%-3.4%0.289%
2/14/2024Quadrature Capital Ltd15,585$4.46M0.1%-47.4%0.036%
2/14/2024Scout Investments Inc.24,204$6.93M0.2%-32.5%0.057%
2/13/2024PEAK6 Investments LLC13,320$3.81M0.0%+496.0%0.031%
2/13/2024American International Group Inc.35,405$10.13M0.1%-4.0%0.083%
2/13/2024Southeast Asset Advisors Inc.22,204$6.36M0.8%-25.6%0.052%
2/13/2024CIBC Private Wealth Group LLC4,325$1.24M0.0%-3.2%0.010%
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2/13/2024KBC Group NV476$136K0.0%N/A0.001%
2/13/2024Campbell & CO Investment Adviser LLC8,549$2.45M0.2%N/A0.020%
2/13/2024California State Teachers Retirement System27,069$7.75M0.0%-4.3%0.063%
2/12/2024Redmond Asset Management LLC8,359$2.39M0.8%-2.0%0.020%
2/12/2024Bank of Nova Scotia22,869$6.55M0.0%-83.5%0.054%
2/12/2024Evoke Wealth LLC13,038$3.73M0.1%N/A0.031%
2/12/2024Claret Asset Management Corp767$220K0.0%N/A0.002%
2/12/2024Treasurer of the State of North Carolina11,402$3.26M0.0%+1.0%0.027%
2/12/2024Legacy Advisors LLC2,752$788K0.1%-13.6%0.006%
2/12/2024Stifel Financial Corp18,225$5.22M0.0%+0.7%0.043%
2/12/2024George Kaiser Family Foundation7,638$2.19M0.4%-46.8%0.018%
2/12/2024Hsbc Holdings PLC3,059$875K0.0%+207.4%0.007%
2/9/2024Sepio Capital LP6,120$1.75M0.1%-9.4%0.014%
2/9/2024Advisory Services Network LLC3,443$986K0.0%-5.4%0.008%
2/9/2024Commerce Bank12,569$3.60M0.0%-9.8%0.029%
2/9/2024Franklin Resources Inc.2,868$821K0.0%-68.9%0.007%
2/9/2024Corient Private Wealth LLC12,588$3.60M0.0%-7.3%0.029%
2/9/2024Wells Fargo & Company MN101,731$29.12M0.0%-5.5%0.238%
2/9/2024PNC Financial Services Group Inc.1,222$350K0.0%+26.6%0.003%
2/9/2024Dynamic Technology Lab Private Ltd953$273K0.0%N/A0.002%
2/9/2024Norges Bank299,798$85.81M0.0%N/A0.702%
2/8/2024BCGM Wealth Management LLC4,308$1.23M0.5%+1.7%0.010%
2/8/2024Panagora Asset Management Inc.800$229K0.0%N/A0.002%
2/8/2024Quadrant Capital Group LLC599$171K0.0%+38.0%0.001%
2/8/2024Inceptionr LLC1,103$316K0.2%N/A0.003%
2/8/2024Empire Life Investments Inc.6,659$1.91M0.1%+2.0%0.016%
2/8/2024Janney Montgomery Scott LLC3,238$927K0.0%-1.7%0.008%
2/8/2024Ceera Investments LLC9,991$2.86M1.3%-19.8%0.023%
2/8/2024Vanguard Personalized Indexing Management LLC2,759$790K0.0%+84.2%0.006%
2/8/2024M&G Investment Management Ltd.160,109$45.79M0.3%+7.9%0.375%
2/8/2024Massachusetts Financial Services Co. MA1,075,731$307.92M0.1%+6.7%2.519%
2/7/2024Avantax Advisory Services Inc.2,553$731K0.0%-9.7%0.006%
2/7/2024Principal Financial Group Inc.187,963$53.80M0.0%-8.8%0.440%
2/7/2024Envestnet Portfolio Solutions Inc.709$203K0.0%N/A0.002%
2/7/2024Dimensional Fund Advisors LP296,015$84.73M0.0%+0.1%0.693%
2/7/2024Jump Financial LLC6,194$1.77M0.1%N/A0.015%
2/7/2024BNP Paribas Financial Markets2,994$857K0.0%+28.4%0.007%
2/7/2024Teacher Retirement System of Texas3,311$948K0.0%-18.9%0.008%
2/7/2024Mawer Investment Management Ltd.8,736$2.50M0.0%+8.9%0.020%
2/7/2024Versor Investments LP3,000$859K0.2%N/A0.007%
2/7/2024Principal Securities Inc.101$29K0.0%N/A0.000%
2/6/2024Cullen Frost Bankers Inc.375$107K0.0%-34.8%0.001%
2/6/2024 Barlow Wealth Partners Inc.31,906$9.13M1.3%N/A0.075%
2/6/2024Charles Schwab Investment Management Inc.181,600$51.98M0.0%+2.9%0.425%
2/6/2024National Bank of Canada FI23,158$6.41M0.0%-81.5%0.054%
2/6/2024M&T Bank Corp10,467$3.00M0.0%-5.1%0.025%
2/6/2024 Amalgamated Bank18,510$5.30M0.0%+2.2%0.043%
2/6/2024Benjamin Edwards Inc.1,052$301K0.1%+12.3%0.002%
2/6/2024Swiss National Bank50,500$14.46M0.0%-10.1%0.118%
2/6/2024Fisher Asset Management LLC22,881$6.55M0.0%-19.6%0.054%
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2/5/2024Victory Capital Management Inc.15,586$4.46M0.0%-4.0%0.037%
2/5/2024 Norden Group LLC3,959$1.13M0.2%+7.5%0.009%
2/5/2024Kestra Private Wealth Services LLC755$216K0.0%N/A0.002%
2/5/2024Retirement Systems of Alabama32,623$9.34M0.0%+0.4%0.076%
2/5/2024Alliance Wealth Advisors LLC UT2,541$727K0.2%+2.0%0.006%
2/5/2024Russell Investments Group Ltd.22,331$6.39M0.0%-15.4%0.052%
2/2/2024Motley Fool Wealth Management LLC24,009$6.86M0.4%-0.9%0.056%
2/2/2024Truist Financial Corp2,006$574K0.0%+88.4%0.005%
2/2/2024Motley Fool Asset Management LLC15,177$4.34M0.3%-2.2%0.036%
2/2/2024Harvest Fund Management Co. Ltd423$122K0.0%+137.6%0.001%
(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, 310 institutional investors and hedge funds held shares of Morningstar. The most heavily invested institutionals were Select Equity Group L.P. ($1.13B), Vanguard Group Inc. ($737.55M), Bank of America Corp DE ($498.73M), Morgan Stanley ($458.48M), Bamco Inc. NY ($310.75M), Massachusetts Financial Services Co. MA ($307.92M), and Kayne Anderson Rudnick Investment Management LLC ($293.42M).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 253 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), Massachusetts Financial Services Co. MA ($557.71K), Wellington Management Group LLP ($509.49K), Perpetual Ltd ($392.11K), Kayne Anderson Rudnick Investment Management LLC ($378.67K), Norges Bank ($299.80K), and JPMorgan Chase & Co. ($250.05K).

How much institutional buying is happening at Morningstar?

Institutional investors have bought a total of 7,300,403 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 182 institutional investors that sold Morningstar stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Select Equity Group L.P. ($712.97K), Echo Street Capital Management LLC ($476.07K), Artisan Partners Limited Partnership ($364.20K), National Bank of Canada FI ($150.04K), Wasatch Advisors LP ($130.65K), Bank of Nova Scotia ($125.72K), and Royce & Associates LP ($122.70K).

How much institutional selling is happening at Morningstar?

Institutional investors have sold a total of 3,777,687 shares in the last 24 months. This volume of shares sold represents approximately $913.65M in transactions.


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This page (NASDAQ:MORN) was last updated on 4/28/2024 by MarketBeat.com Staff

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