NASDAQ:MORN

Morningstar Institutional Ownership

$263.80
+0.02 (+0.01 %)
(As of 05/5/2021 12:00 AM ET)
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Today's Range
$261.17
$264.28
50-Day Range
$224.31
$265.21
52-Week Range
$139.19
$270.08
Volume107,658 shs
Average Volume141,132 shs
Market Capitalization$11.33 billion
P/E Ratio64.82
Dividend Yield0.48%
Beta1.06

Institutional Ownership

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

Institutional Ownership Percentage: 47.48%

Institutional Buying and Selling by Quarter


Morningstar (NASDAQ MORN) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
5/6/2021M&T Bank Corp8,001$1.80M0.0%-6.7%0.019%
5/5/2021Commerce Bank19,853$4.47M0.0%-12.8%0.046%
5/5/2021Capital Investment Counsel Inc1,150$0.26M0.1%-8.0%0.003%
5/5/2021Stanley Laman Group Ltd.32,761$7.37M1.2%+1,133.0%0.076%
5/4/2021Envestnet Asset Management Inc.8,863$1.99M0.0%-52.4%0.021%
5/4/2021Victory Capital Management Inc.31,954$7.19M0.0%-24.3%0.074%
5/3/2021Daiwa Securities Group Inc.19,307$4.35M0.0%-17.9%0.045%
5/3/2021Zurcher Kantonalbank Zurich Cantonalbank 2,818$0.63M0.0%-8.4%0.007%
4/30/2021Kornitzer Capital Management Inc. KS45,800$10.31M0.2%-2.1%0.107%
4/30/2021Virginia Retirement Systems ET AL4,200$0.95M0.0%+110.0%0.010%
4/29/2021Empire Life Investments Inc.5,268$1.19M0.1%+13.6%0.012%
4/29/2021Procyon Private Wealth Partners LLC1,132$0.26M0.1%-16.8%0.003%
4/28/2021NN Investment Partners Holdings N.V.5,185$1.17M0.0%N/A0.012%
4/28/2021JustInvest LLC1,279$0.29M0.0%+19.8%0.003%
4/28/2021US Bancorp DE14,039$3.16M0.0%-7.0%0.033%
4/28/2021DekaBank Deutsche Girozentrale2,641$0.59M0.0%+65.1%0.006%
4/27/2021Janney Montgomery Scott LLC1,929$0.43M0.0%+7.8%0.004%
4/27/2021Fisher Asset Management LLC24,247$5.46M0.0%-0.4%0.056%
4/27/2021Tuttle Tactical Management2,387$0.54M0.2%N/A0.006%
4/26/2021Bank of Stockton6,625$1.49M0.5%+7.1%0.015%
4/26/2021Simplex Trading LLC465$0.10M0.0%N/A0.001%
4/26/2021Precision Wealth Strategies LLC1,647$0.37M0.4%+31.5%0.004%
4/26/2021Copeland Capital Management LLC40,567$9.13M0.3%-71.8%0.094%
4/23/2021Pelham Global Financials Ltd.127,326$28.65M11.5%-8.5%0.296%
4/22/2021YHB Investment Advisors Inc.23,518$5.58M0.5%+2.0%0.055%
4/22/2021Private Advisor Group LLC6,296$1.42M0.0%N/A0.015%
4/21/2021BCGM Wealth Management LLC2,330$0.55M0.4%+24.0%0.005%
4/21/2021Knowledge Leaders Capital LLC4,435$1M0.8%N/A0.010%
4/20/2021Great Valley Advisor Group Inc.947$0.21M0.0%-71.6%0.002%
4/14/2021Welch & Forbes LLC1,988$0.45M0.0%-15.0%0.005%
4/13/2021Chicago Capital LLC125,251$28.19M1.2%-2.7%0.292%
4/9/2021State of Alaska Department of Revenue9,319$2.10M0.0%+476.0%0.022%
4/6/2021Private Trust Co. NA1,472$0.33M0.1%N/A0.003%
4/5/2021Confluence Investment Management LLC107,244$24.13M0.3%-0.5%0.250%
3/26/2021Bard Financial Services Inc.1,000$0.23M0.0%N/A0.002%
3/10/2021HM Payson & Co.1,350$0.31M0.0%-27.0%0.003%
3/9/2021tru Independence LLC3,246$0.75M0.0%N/A0.008%
3/8/2021B. Metzler seel. Sohn & Co. Holding AG10,032$2.30M0.0%N/A0.023%
3/8/2021Dimensional Fund Advisors LP313,144$72.51M0.0%-0.5%0.730%
3/4/2021Eaton Vance Management15,248$3.53M0.0%N/A0.036%
3/2/2021Norges Bank226,952$52.56M0.0%N/A0.530%
3/1/2021UBS Asset Management Americas Inc.38,366$8.88M0.0%+31.1%0.090%
2/25/2021Dimensional Fund Advisors LP313,144$72.51M0.0%-0.5%0.731%
2/23/2021Principal Financial Group Inc.143,113$33.14M0.0%-7.2%0.334%
2/19/2021JPMorgan Chase & Co.681,234$157.75M0.0%-17.7%1.590%
2/18/2021Truist Financial Corp3,608$0.84M0.0%N/A0.008%
2/17/2021Voloridge Investment Management LLC13,291$3.08M0.0%N/A0.031%
2/16/2021Squarepoint Ops LLC5,862$1.36M0.0%+62.7%0.014%
2/16/2021Morgan Stanley65,738$15.22M0.0%+36.5%0.153%
2/16/2021Select Equity Group L.P.2,235,907$517.77M2.1%+289.1%5.220%
2/16/2021Tudor Investment Corp Et Al11,006$2.55M0.1%N/A0.026%
2/16/2021Nuveen Asset Management LLC154,255$35.72M0.0%+11.3%0.360%
2/16/2021Captrust Financial Advisors3,513$0.82M0.0%+26,923.1%0.008%
2/16/2021Price T Rowe Associates Inc. MD5,574$1.29M0.0%-57.4%0.013%
2/16/2021BCJ Capital Management LLC1,359$0.32M0.0%N/A0.003%
2/16/2021ETF Managers Group LLC2,394$0.55M0.0%+9.7%0.006%
2/16/2021Ashford Capital Management Inc.3,908$0.91M0.1%+2.3%0.009%
2/16/2021Janus Henderson Group PLC29,897$6.92M0.0%+27.1%0.070%
2/16/2021Charles Schwab Investment Management Inc.116,141$26.90M0.0%+0.9%0.271%
2/12/2021Stifel Financial Corp17,816$4.13M0.0%-2.4%0.042%
2/12/2021Allstate Corp7,701$1.78M0.1%-11.9%0.018%
2/12/2021Bamco Inc. NY1,337,835$309.80M0.8%-0.3%3.123%
2/12/2021LPL Financial LLC953$0.22M0.0%N/A0.002%
2/12/2021The Manufacturers Life Insurance Company870$0.20M0.0%N/A0.002%
2/12/2021Public Employees Retirement System of Ohio10,969$2.54M0.0%+24.9%0.026%
2/12/2021Credit Suisse AG28,773$6.66M0.0%+15.1%0.067%
2/12/2021Cadent Capital Advisors LLC1,080$0.25M0.1%N/A0.003%
2/12/2021Eaton Vance Management15,248$3.53M0.0%N/A0.036%
2/12/2021Nordea Investment Management AB33,332$7.72M0.0%-2.2%0.078%
2/12/2021Vontobel Holding Ltd.7,000$1.62M0.0%N/A0.016%
2/12/2021Healthcare of Ontario Pension Plan Trust Fund15,700$3.64M0.0%-6.8%0.037%
2/12/2021M&T Bank Corp8,574$1.98M0.0%-2.0%0.020%
2/11/2021Lazard Asset Management LLC169,114$39.16M0.0%-13.9%0.395%
2/11/2021Eqis Capital Management Inc.3,261$0.76M0.1%-1.4%0.008%
2/11/2021Associated Banc Corp906$0.21M0.0%N/A0.002%
2/11/2021Wetherby Asset Management Inc.902$0.21M0.0%N/A0.002%
2/11/2021Globeflex Capital L P2,550$0.59M0.1%N/A0.006%
2/11/2021Veritable L.P.2,397$0.56M0.0%N/A0.006%
2/11/2021Trexquant Investment LP1,091$0.25M0.0%-53.3%0.003%
2/11/2021Northern Trust Corp115,811$26.82M0.0%-3.9%0.270%
2/11/2021Barclays PLC7,250$1.68M0.0%+8,330.2%0.017%
2/11/2021Citigroup Inc.15,988$3.70M0.0%-23.2%0.037%
2/11/2021Teacher Retirement System of Texas2,141$0.50M0.0%+60.1%0.005%
2/11/2021Cresset Asset Management LLC1,951$0.45M0.0%-21.5%0.005%
2/11/2021Pekin Hardy Strauss Inc.1,888$0.44M0.1%-9.3%0.004%
2/11/2021Redmond Asset Management LLC6,075$1.41M0.5%+52.1%0.014%
2/10/2021Rhumbline Advisers30,535$7.07M0.0%-2.6%0.071%
2/10/2021Renaissance Technologies LLC601,670$139.33M0.2%-16.9%1.405%
2/10/2021Clearbridge Investments LLC4,309$1M0.0%+38.2%0.010%
2/10/2021Parnassus Investments CA107,641$24.93M0.1%-9.2%0.251%
2/10/2021Aptus Capital Advisors LLC3,391$0.79M0.0%N/A0.008%
2/10/2021Sepio Capital LP6,654$1.54M0.1%+5.5%0.016%
2/10/2021Artisan Partners Limited Partnership391,248$90.60M0.1%+23.5%0.913%
2/10/2021HighTower Advisors LLC5,370$1.24M0.0%-2.3%0.013%
2/10/2021Covenant Partners LLC867$0.20M0.1%N/A0.002%
2/10/2021Harvest Fund Management Co. Ltd442$0.10M0.0%N/A0.001%
2/9/2021Wells Fargo & Company MN252,856$58.56M0.0%+36.1%0.590%
2/9/2021Advisory Services Network LLC3,476$0.80M0.0%-2.1%0.008%
2/9/2021Bessemer Group Inc.13,635$3.16M0.0%+88.4%0.032%
2/9/2021Fiera Capital Corp2,385$0.55M0.0%+29.7%0.006%
(Data available from 1/1/2016 forward)

This page was last updated on 5/6/2021 by MarketBeat.com Staff
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