NASDAQ:MORN

Morningstar Institutional Ownership

$263.80

+0.02 (+0.01 %)

(As of 05/5/2021 12:00 AM ET)

Add

Compare

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 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 Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/6/2021	M&T Bank Corp	8,001	$1.80M	0.0%	-6.7%	0.019%
5/5/2021	Commerce Bank	19,853	$4.47M	0.0%	-12.8%	0.046%
5/5/2021	Capital Investment Counsel Inc	1,150	$0.26M	0.1%	-8.0%	0.003%
5/5/2021	Stanley Laman Group Ltd.	32,761	$7.37M	1.2%	+1,133.0%	0.076%
5/4/2021	Envestnet Asset Management Inc.	8,863	$1.99M	0.0%	-52.4%	0.021%
5/4/2021	Victory Capital Management Inc.	31,954	$7.19M	0.0%	-24.3%	0.074%
5/3/2021	Daiwa Securities Group Inc.	19,307	$4.35M	0.0%	-17.9%	0.045%
5/3/2021	Zurcher Kantonalbank Zurich Cantonalbank	2,818	$0.63M	0.0%	-8.4%	0.007%
4/30/2021	Kornitzer Capital Management Inc. KS	45,800	$10.31M	0.2%	-2.1%	0.107%
4/30/2021	Virginia Retirement Systems ET AL	4,200	$0.95M	0.0%	+110.0%	0.010%

4/29/2021	Empire Life Investments Inc.	5,268	$1.19M	0.1%	+13.6%	0.012%
4/29/2021	Procyon Private Wealth Partners LLC	1,132	$0.26M	0.1%	-16.8%	0.003%
4/28/2021	NN Investment Partners Holdings N.V.	5,185	$1.17M	0.0%	N/A	0.012%
4/28/2021	JustInvest LLC	1,279	$0.29M	0.0%	+19.8%	0.003%
4/28/2021	US Bancorp DE	14,039	$3.16M	0.0%	-7.0%	0.033%
4/28/2021	DekaBank Deutsche Girozentrale	2,641	$0.59M	0.0%	+65.1%	0.006%
4/27/2021	Janney Montgomery Scott LLC	1,929	$0.43M	0.0%	+7.8%	0.004%
4/27/2021	Fisher Asset Management LLC	24,247	$5.46M	0.0%	-0.4%	0.056%
4/27/2021	Tuttle Tactical Management	2,387	$0.54M	0.2%	N/A	0.006%
4/26/2021	Bank of Stockton	6,625	$1.49M	0.5%	+7.1%	0.015%
4/26/2021	Simplex Trading LLC	465	$0.10M	0.0%	N/A	0.001%
4/26/2021	Precision Wealth Strategies LLC	1,647	$0.37M	0.4%	+31.5%	0.004%
4/26/2021	Copeland Capital Management LLC	40,567	$9.13M	0.3%	-71.8%	0.094%
4/23/2021	Pelham Global Financials Ltd.	127,326	$28.65M	11.5%	-8.5%	0.296%
4/22/2021	YHB Investment Advisors Inc.	23,518	$5.58M	0.5%	+2.0%	0.055%
4/22/2021	Private Advisor Group LLC	6,296	$1.42M	0.0%	N/A	0.015%
4/21/2021	BCGM Wealth Management LLC	2,330	$0.55M	0.4%	+24.0%	0.005%
4/21/2021	Knowledge Leaders Capital LLC	4,435	$1M	0.8%	N/A	0.010%
4/20/2021	Great Valley Advisor Group Inc.	947	$0.21M	0.0%	-71.6%	0.002%
4/14/2021	Welch & Forbes LLC	1,988	$0.45M	0.0%	-15.0%	0.005%
4/13/2021	Chicago Capital LLC	125,251	$28.19M	1.2%	-2.7%	0.292%
4/9/2021	State of Alaska Department of Revenue	9,319	$2.10M	0.0%	+476.0%	0.022%
4/6/2021	Private Trust Co. NA	1,472	$0.33M	0.1%	N/A	0.003%
4/5/2021	Confluence Investment Management LLC	107,244	$24.13M	0.3%	-0.5%	0.250%
3/26/2021	Bard Financial Services Inc.	1,000	$0.23M	0.0%	N/A	0.002%
3/10/2021	HM Payson & Co.	1,350	$0.31M	0.0%	-27.0%	0.003%
3/9/2021	tru Independence LLC	3,246	$0.75M	0.0%	N/A	0.008%
3/8/2021	B. Metzler seel. Sohn & Co. Holding AG	10,032	$2.30M	0.0%	N/A	0.023%
3/8/2021	Dimensional Fund Advisors LP	313,144	$72.51M	0.0%	-0.5%	0.730%
3/4/2021	Eaton Vance Management	15,248	$3.53M	0.0%	N/A	0.036%
3/2/2021	Norges Bank	226,952	$52.56M	0.0%	N/A	0.530%
3/1/2021	UBS Asset Management Americas Inc.	38,366	$8.88M	0.0%	+31.1%	0.090%
2/25/2021	Dimensional Fund Advisors LP	313,144	$72.51M	0.0%	-0.5%	0.731%
2/23/2021	Principal Financial Group Inc.	143,113	$33.14M	0.0%	-7.2%	0.334%
2/19/2021	JPMorgan Chase & Co.	681,234	$157.75M	0.0%	-17.7%	1.590%
2/18/2021	Truist Financial Corp	3,608	$0.84M	0.0%	N/A	0.008%
2/17/2021	Voloridge Investment Management LLC	13,291	$3.08M	0.0%	N/A	0.031%
2/16/2021	Squarepoint Ops LLC	5,862	$1.36M	0.0%	+62.7%	0.014%
2/16/2021	Morgan Stanley	65,738	$15.22M	0.0%	+36.5%	0.153%
2/16/2021	Select Equity Group L.P.	2,235,907	$517.77M	2.1%	+289.1%	5.220%
2/16/2021	Tudor Investment Corp Et Al	11,006	$2.55M	0.1%	N/A	0.026%
2/16/2021	Nuveen Asset Management LLC	154,255	$35.72M	0.0%	+11.3%	0.360%
2/16/2021	Captrust Financial Advisors	3,513	$0.82M	0.0%	+26,923.1%	0.008%
2/16/2021	Price T Rowe Associates Inc. MD	5,574	$1.29M	0.0%	-57.4%	0.013%
2/16/2021	BCJ Capital Management LLC	1,359	$0.32M	0.0%	N/A	0.003%
2/16/2021	ETF Managers Group LLC	2,394	$0.55M	0.0%	+9.7%	0.006%
2/16/2021	Ashford Capital Management Inc.	3,908	$0.91M	0.1%	+2.3%	0.009%
2/16/2021	Janus Henderson Group PLC	29,897	$6.92M	0.0%	+27.1%	0.070%
2/16/2021	Charles Schwab Investment Management Inc.	116,141	$26.90M	0.0%	+0.9%	0.271%
2/12/2021	Stifel Financial Corp	17,816	$4.13M	0.0%	-2.4%	0.042%
2/12/2021	Allstate Corp	7,701	$1.78M	0.1%	-11.9%	0.018%
2/12/2021	Bamco Inc. NY	1,337,835	$309.80M	0.8%	-0.3%	3.123%
2/12/2021	LPL Financial LLC	953	$0.22M	0.0%	N/A	0.002%
2/12/2021	The Manufacturers Life Insurance Company	870	$0.20M	0.0%	N/A	0.002%
2/12/2021	Public Employees Retirement System of Ohio	10,969	$2.54M	0.0%	+24.9%	0.026%
2/12/2021	Credit Suisse AG	28,773	$6.66M	0.0%	+15.1%	0.067%
2/12/2021	Cadent Capital Advisors LLC	1,080	$0.25M	0.1%	N/A	0.003%
2/12/2021	Eaton Vance Management	15,248	$3.53M	0.0%	N/A	0.036%
2/12/2021	Nordea Investment Management AB	33,332	$7.72M	0.0%	-2.2%	0.078%
2/12/2021	Vontobel Holding Ltd.	7,000	$1.62M	0.0%	N/A	0.016%
2/12/2021	Healthcare of Ontario Pension Plan Trust Fund	15,700	$3.64M	0.0%	-6.8%	0.037%
2/12/2021	M&T Bank Corp	8,574	$1.98M	0.0%	-2.0%	0.020%
2/11/2021	Lazard Asset Management LLC	169,114	$39.16M	0.0%	-13.9%	0.395%
2/11/2021	Eqis Capital Management Inc.	3,261	$0.76M	0.1%	-1.4%	0.008%
2/11/2021	Associated Banc Corp	906	$0.21M	0.0%	N/A	0.002%
2/11/2021	Wetherby Asset Management Inc.	902	$0.21M	0.0%	N/A	0.002%
2/11/2021	Globeflex Capital L P	2,550	$0.59M	0.1%	N/A	0.006%
2/11/2021	Veritable L.P.	2,397	$0.56M	0.0%	N/A	0.006%
2/11/2021	Trexquant Investment LP	1,091	$0.25M	0.0%	-53.3%	0.003%
2/11/2021	Northern Trust Corp	115,811	$26.82M	0.0%	-3.9%	0.270%
2/11/2021	Barclays PLC	7,250	$1.68M	0.0%	+8,330.2%	0.017%
2/11/2021	Citigroup Inc.	15,988	$3.70M	0.0%	-23.2%	0.037%
2/11/2021	Teacher Retirement System of Texas	2,141	$0.50M	0.0%	+60.1%	0.005%
2/11/2021	Cresset Asset Management LLC	1,951	$0.45M	0.0%	-21.5%	0.005%
2/11/2021	Pekin Hardy Strauss Inc.	1,888	$0.44M	0.1%	-9.3%	0.004%
2/11/2021	Redmond Asset Management LLC	6,075	$1.41M	0.5%	+52.1%	0.014%
2/10/2021	Rhumbline Advisers	30,535	$7.07M	0.0%	-2.6%	0.071%
2/10/2021	Renaissance Technologies LLC	601,670	$139.33M	0.2%	-16.9%	1.405%
2/10/2021	Clearbridge Investments LLC	4,309	$1M	0.0%	+38.2%	0.010%
2/10/2021	Parnassus Investments CA	107,641	$24.93M	0.1%	-9.2%	0.251%
2/10/2021	Aptus Capital Advisors LLC	3,391	$0.79M	0.0%	N/A	0.008%
2/10/2021	Sepio Capital LP	6,654	$1.54M	0.1%	+5.5%	0.016%
2/10/2021	Artisan Partners Limited Partnership	391,248	$90.60M	0.1%	+23.5%	0.913%
2/10/2021	HighTower Advisors LLC	5,370	$1.24M	0.0%	-2.3%	0.013%
2/10/2021	Covenant Partners LLC	867	$0.20M	0.1%	N/A	0.002%
2/10/2021	Harvest Fund Management Co. Ltd	442	$0.10M	0.0%	N/A	0.001%
2/9/2021	Wells Fargo & Company MN	252,856	$58.56M	0.0%	+36.1%	0.590%
2/9/2021	Advisory Services Network LLC	3,476	$0.80M	0.0%	-2.1%	0.008%
2/9/2021	Bessemer Group Inc.	13,635	$3.16M	0.0%	+88.4%	0.032%
2/9/2021	Fiera Capital Corp	2,385	$0.55M	0.0%	+29.7%	0.006%

(Data available from 1/1/2016 forward)

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

30 Days of MarketBeat All Access for $1.00

Best-in-Class Portfolio Monitoring
View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio.
Stock Ideas and Recommendations
Get daily stock ideas top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report.
Advanced Stock Screeners and Research Tools
Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis.

Start Your Risk-Free Trial Subscription Here

Your Ultimate Investing Toolkit

Just $1.00 for your first month.

Morningstar Institutional Ownership

Adding

Adding

Adding Morningstar, Inc.

Institutional Ownership

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

Institutional Buying and Selling by Quarter

Morningstar (NASDAQ MORN) Institutional Buying and Selling

30 Days of MarketBeat All Access for $1.00

Resources

Premium Research Tools

Market Data and Calendars

Investing Education and Resources