Go Pro
→ Here’s the stock symbol I’ve promised (From Stansberry Research) (Ad)tc pixel Free MORN Stock Alerts

Morningstar (MORN) Institutional Ownership

Morningstar logo
$207.41 +0.52 (+0.25%)
Closing price 08/14/2026 04:00 PM Eastern
Extended Trading
$207.42 +0.00 (+0.00%)
As of 08/14/2026 07:55 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Morningstar (NASDAQ:MORN)

Current
Institutional Ownership
Percentage
57.02%
Number of
Institutional Buyers
(last 12 months)
255
Total
Institutional Inflows
(last 12 months)
$1.57B
Number of
Institutional Sellers
(last 12 months)
201
Total
Institutional Outflows
(last 12 months)
$953.45M
Get MORN Insider Trade Alerts

Want to know when executives and insiders are buying or selling Morningstar stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

MORN Institutional Buying and Selling by Quarter

Morningstar Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2026American Capital Management Inc.114,947$17.93M0.8%N/A0.306%
8/15/2026Caisse de depot et placement du Quebec8,600$1.34M0.0%N/A0.023%
8/15/2026Jupiter Topco LLC91,390$14.26M0.0%N/A0.244%
8/14/2026Hsbc Holdings PLC2,337$364K0.0%N/A0.006%
8/14/2026Canada Pension Plan Investment Board50,700$7.91M0.0%N/A0.135%
8/14/2026Legal & General Group Plc27,422$4.28M0.0%N/A0.073%
8/14/2026The Manufacturers Life Insurance Company 15,846$2.47M0.0%N/A0.042%
8/14/2026 Dearborn Partners LLC8,680$1.47M0.1%N/A0.023%
8/14/2026 Algert Global LLC35,197$5.49M0.1%-28.1%0.094%
8/13/2026 Sanctuary Advisors LLC3,295$514K0.0%N/A0.009%
8/13/2026 Globeflex Capital L P780$122K0.0%N/A0.002%
8/12/2026 Quantbot Technologies LP13,602$2.12M0.1%N/A0.036%
8/12/2026 Westpac Banking Corp819$128K0.0%N/A0.002%
8/12/2026 Ieq Capital LLC53,907$8.41M0.0%N/A0.144%
8/12/2026 Callan Family Office LLC5,421$846K0.0%N/A0.014%
8/11/2026 Allworth Financial LP1,505$235K0.0%N/A0.004%
8/11/2026 Advisors Preferred LLC4,259$707K0.1%N/A0.011%
8/11/2026 Aurora Investment Counsel9,515$1.49M0.8%N/A0.025%
8/10/2026 Diversify Advisory Services LLC1,224$223K0.0%N/A0.003%
8/8/2026 Meeder Asset Management Inc.11,232$1.75M0.1%N/A0.030%
8/7/2026 Citizens Financial Group Inc. RI1,450$226K0.0%N/A0.004%
8/7/2026 MidFirst Bank18,560$2.90M0.2%N/A0.049%
8/7/2026 BlackRock Inc.2,081,736$324.79M0.0%N/A5.550%
8/7/2026 Pallas Capital Advisors LLC1,663$259K0.0%N/A0.004%
8/7/2026 Deutsche Bank AG2,554$398K0.0%N/A0.007%
8/6/2026 Global Retirement Partners LLC312$49K0.0%N/A0.001%
8/6/2026 Bank of New York Mellon Corp232,481$36.27M0.0%N/A0.620%
8/6/2026 Focus Partners Advisor Solutions LLC3,206$500K0.0%N/A0.009%
8/6/2026 State of Wyoming1,199$187K0.0%N/A0.003%
7/9/2026 Fluent Financial LLC14,362$2.24M0.8%+150.0%0.038%
7/7/2026 GAMMA Investing LLC420$66K0.0%-23.4%0.001%
7/7/2026 Grove Bank & Trust158$25K0.0%N/A0.000%
7/2/2026 Versant Capital Management Inc970$151K0.0%-34.8%0.003%
7/1/2026 Confluence Investment Management LLC166,257$25.94M0.4%-6.4%0.437%
6/18/2026 Pacer Advisors Inc.2,780$470K0.0%-3.6%0.007%
6/3/2026 Parallel Advisors LLC1,292$218K0.0%-9.5%0.003%
6/3/2026 NewEdge Advisors LLC1,491$252K0.0%+31.6%0.004%
5/28/2026 Henshaw Capital LLC11,638$1.97M0.1%-7.0%0.031%
5/21/2026 Essential Partners LLC627$106K0.0%-32.7%0.002%
5/19/2026Bank of America Corp DE183,575$31.03M0.0%+11.7%0.483%
Here’s the stock symbol I’ve promised (Ad)

Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - but now he believes he's found something better. This under-the-radar company sits at the intersection of America's two most important industries, including AI, pays massive dividends, and attracted a famous money manager who put 60% of his multi-billion-dollar fund into it. Tilson is revealing the name and ticker symbol completely free - no credit card or email required.tc pixel

Get the stock name and ticker symbol free of charge today
5/19/2026Janus Henderson Group PLC89,885$15.20M0.0%+56.1%0.236%
5/18/2026 Amundi1,775$300K0.0%+27.0%0.005%
5/18/2026 EverSource Wealth Advisors LLC616$104K0.0%-24.8%0.002%
5/18/2026California State Teachers Retirement System29,423$4.97M0.0%+15.8%0.077%
5/18/2026Royal Bank of Canada22,471$3.80M0.0%+156.9%0.059%
5/16/2026American Capital Management Inc.108,340$18.32M1.0%-4.2%0.285%
5/16/2026The Manufacturers Life Insurance Company16,168$2.73M0.0%-9.1%0.043%
5/16/2026 Quantinno Capital Management LP186,946$31.60M0.1%-1.0%0.492%
5/16/2026Lazard Asset Management LLC14,737$2.49M0.0%+23.7%0.039%
5/15/2026Waverly Advisors LLC21,153$3.58M0.0%N/A0.056%
5/15/2026 Epoch Investment Partners Inc.4,547$769K0.0%-40.4%0.012%
5/15/2026 Entropy Technologies LP1,565$265K0.0%-64.7%0.004%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund6,600$1.12M0.0%-72.0%0.017%
5/14/2026 Renaissance Technologies LLC448,870$75.88M0.1%+38.6%1.180%
5/14/2026Public Employees Retirement System of Ohio6,411$1.08M0.0%-7.8%0.017%
5/14/2026 Arrowstreet Capital Limited Partnership394,931$66.76M0.0%+38.5%1.038%
5/14/2026Caxton Associates LLP24,977$4.22M0.1%N/A0.066%
5/14/2026 Inceptionr LLC3,070$519K0.1%N/A0.008%
5/14/2026Capula Management Ltd2,760$467K0.0%N/A0.007%
5/14/2026 Bank of Nova Scotia28,000$4.73M0.0%-18.1%0.074%
5/14/2026Gibbs Wealth Management1,753$296K0.0%-28.0%0.005%
5/14/2026Sei Investments Co.189,302$32.00M0.0%+219.4%0.498%
5/14/2026 Walleye Capital LLC20,166$3.41M0.0%N/A0.053%
5/14/2026 Globeflex Capital L P780$132K0.0%N/A0.002%
5/14/2026 State of Wyoming628$106K0.0%-49.7%0.002%
5/13/2026 Cetera Investment Advisers5,045$853K0.0%-14.0%0.013%
5/13/2026 CI Investments Inc.2,292$387K0.0%-93.5%0.006%
5/13/2026 First Trust Advisors LP25,731$4.35M0.0%-59.9%0.068%
5/12/2026 Westpac Banking Corp834$141K0.0%+61.0%0.002%
5/8/2026 PNC Financial Services Group Inc.1,007$170K0.0%+15.6%0.003%
5/8/2026 Cassaday & Co Wealth Management LLC155$26K0.0%N/A0.000%
5/7/2026 Meeder Asset Management Inc.55,614$9.40M0.5%-3.6%0.146%
5/7/2026 Dimensional Fund Advisors LP517,769$87.51M0.0%+9.7%1.361%
5/7/2026 Parallel Advisors LLC1,292$218K0.0%-9.5%0.003%
5/7/2026 Planning Alternatives Ltd. ADV2,197$371K0.0%-6.8%0.006%
5/7/2026 Swiss National Bank48,800$8.25M0.0%-2.4%0.128%
5/6/2026 Aurora Investment Counsel9,525$1.61M0.9%-0.7%0.025%
5/6/2026California Public Employees Retirement System33,381$5.64M0.0%-5.9%0.088%
5/6/2026 Ceera Investments LLC7,436$1.26M0.6%-8.2%0.020%
5/6/2026Kera Capital Partners Inc.2,601$440K0.1%-23.4%0.007%
5/6/2026 Copeland Capital Management LLC135,215$22.86M0.5%+28.4%0.356%
5/6/2026 Bessemer Group Inc.2,394$405K0.0%-62.7%0.006%
5/6/2026 Allspring Global Investments Holdings LLC27,428$4.66M0.0%+1,976.3%0.072%
5/5/2026 Bank of New York Mellon Corp175,006$29.59M0.0%+3.0%0.460%
5/5/2026 Sanctuary Advisors LLC3,074$520K0.0%+29.3%0.008%
5/5/2026 Hillsdale Investment Management Inc.6,810$1.15M0.0%N/A0.018%
5/4/2026 Calamos Wealth Management LLC1,881$318K0.0%N/A0.005%
5/4/2026 Calamos Advisors LLC1,881$318K0.0%N/A0.005%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management1,257$212K0.0%+32.6%0.003%
5/4/2026 State of Michigan Retirement System5,500$930K0.0%-1.8%0.014%
Your book is inside (Ad)

The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. They don't know the rules. They don't know what to avoid. And they hand their account to Wall Street on a silver platter. Normally $29.97. Free today.tc pixel

Download your copy now.
5/4/2026 Principal Financial Group Inc.77,073$13.03M0.0%-12.5%0.203%
5/4/2026 Chicago Partners Investment Group LLC2,449$456K0.0%+7.3%0.006%
5/4/2026 Procyon Advisors LLC1,680$284K0.0%-6.3%0.004%
5/2/2026 Diversify Wealth Management LLC5,951$1.12M0.0%+42.8%0.016%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS5,752$972K0.0%-3.6%0.015%
5/1/2026 Fifth Third Bancorp6,933$1.17M0.0%+2,122.1%0.018%
5/1/2026 Sequoia Financial Advisors LLC1,872$316K0.0%-36.8%0.005%
5/1/2026 Kornitzer Capital Management Inc. KS2,064$349K0.0%-85.1%0.005%
4/30/2026Hsbc Holdings PLC10,149$1.71M0.0%+2.3%0.026%
4/30/2026 Personal CFO Solutions LLC1,840$311K0.0%+8.0%0.005%


MORN Institutional Ownership - Frequently Asked Questions

During the previous two years, 519 institutional investors and hedge funds held shares of Morningstar. The most heavily invested institutionals were Vanguard Group Inc. ($515.97M), Morgan Stanley ($436.00M), Select Equity Group L.P. ($349.50M), BlackRock Inc. ($324.79M), Kayne Anderson Rudnick Investment Management LLC ($272.93M), Bamco Inc. NY ($269.85M), and Wellington Management Group LLP ($246.91M).Learn more on Morningstar's institutional investors.

57.02% of Morningstar's stock is owned by institutional investors. Learn more on MORN's institutional investor holdings.

Of the 443 institutional investors that purchased Morningstar's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($2.08M), Norges Bank ($915.63K), AQR Capital Management LLC ($892.60K), Wellington Management Group LLP ($658.63K), Arrowstreet Capital Limited Partnership ($327.98K), Millennium Management LLC ($298.23K), and Invesco Ltd. ($296.70K).

Institutional investors have bought a total of 7,985,087 shares in the last 24 months. This purchase volume represents approximately $1.57B in transactions.

Of the 201 institutional investors that sold Morningstar's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($752.47K), Millennium Management LLC ($512.42K), Wasatch Advisors LP ($308.73K), Massachusetts Financial Services Co. MA ($278.45K), Vanguard Group Inc. ($259.44K), Bamco Inc. NY ($172.51K), and Wellington Management Group LLP ($168.02K).

Institutional investors have sold a total of 4,238,433 shares in the last 24 months. This volume of shares sold represents approximately $953.45M in transactions.


Related Companies

Institutional ownership data for NASDAQ:MORN is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/15/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Man who Predicted Trump 2016 Win: “Prepare for Mid-Term Meltdown”
In 2016, major election models gave Hillary Clinton a 99% chance of winning - but former CIA and Pentagon advi...
Paradigm Press | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel
Ray Dalio: Buy Gold. Get Paid.
Ray Dalio, founder of Bridgewater Associates, is urging investors to hold 15% of their portfolio in gold and c...
Investors Alley | Sponsoredtc pixel
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
These gold assets are priced for $1,800 gold [it's over $4,000]
Gold's major miners are generating record free cash flow, with margins as high as 75 percent even after gold's...
Golden Portfolio | Sponsoredtc pixel
"Second Wave” Hitting Iran Soon? Wall Street Issues Warning
Analysts at Goldman Sachs and Morgan Stanley are warning that a quiet domestic threat - unrelated to overseas ...
TradeSmith | Sponsoredtc pixel
Nvidia's CEO says this small device is critical for AI growth
A tiny glass device smaller than a fingertip could redefine AI hardware. Nvidia CEO Jensen Huang calls it esse...
Brownstone Research | Sponsoredtc pixel