Free Trial
→ Elon just did WHAT!? (From Brownstone Research) (Ad) Free MORN Stock Alerts

Morningstar (MORN) Institutional Ownership

Morningstar logo
$313.93 +0.92 (+0.29%)
As of 04:00 PM Eastern
Compare

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

Current
Institutional Ownership
Percentage
57.02%
Number of
Institutional Buyers
(last 12 months)
283
Total
Institutional Inflows
(last 12 months)
$1.16B
Number of
Institutional Sellers
(last 12 months)
184
Total
Institutional Outflows
(last 12 months)
$1.03B
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.

Skip Chart & View Institutional Buying and Selling Data

MORN Institutional Buying and Selling by Quarter

Morningstar Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/18/2025Voya Investment Management LLC12,940$3.88M0.0%+9.1%0.031%
5/21/2025Geneos Wealth Management Inc.208$62K0.0%+278.2%0.000%
5/20/2025Focus Partners Wealth3,838$1.15M0.0%+3.4%0.009%
5/19/2025Bayforest Capital Ltd855$256K0.1%+19.6%0.002%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC109,257$32.76M0.0%+11.1%0.259%
5/16/2025United Services Automobile Association1,765$523K0.0%N/A0.004%
5/16/2025Voleon Capital Management LP 20,930$6.28M0.5%-4.5%0.050%
5/16/2025Goldman Sachs Group Inc.137,920$41.36M0.0%-40.7%0.326%
5/16/2025Dynamic Technology Lab Private Ltd2,360$708K0.1%+26.9%0.006%
5/16/2025Select Equity Group L.P.1,172,567$351.62M1.5%-14.7%2.775%
5/16/2025Sepio Capital LP5,865$1.76M0.1%-1.2%0.014%
5/16/2025Petrus Trust Company LTA1,542$462K0.0%+54.7%0.004%
5/16/2025Millennium Management LLC540,795$162.17M0.1%+88.0%1.280%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.178$53K0.0%+23.6%0.000%
5/16/2025Integrated Wealth Concepts LLC2,163$649K0.0%N/A0.005%
5/16/2025AQR Capital Management LLC37,163$10.93M0.0%+183.7%0.088%
5/15/2025Praesidium Investment Management Company LLC101,472$30.43M5.7%+12.7%0.240%
5/15/2025Cubist Systematic Strategies LLC45,055$13.51M0.1%+688.9%0.107%
5/15/2025Royal Bank of Canada37,089$11.12M0.0%+106.8%0.088%
5/15/2025Graham Capital Management L.P.6,223$1.87M0.0%+250.8%0.015%
5/15/2025MAI Capital Management153$46K0.0%+37.8%0.000%
5/15/2025Quarry LP321$96K0.0%-40.8%0.001%
5/15/2025Ashford Capital Management Inc.5,393$1.62M0.2%-0.7%0.013%
5/15/2025Baird Financial Group Inc.9,503$2.85M0.0%N/A0.022%
5/15/2025Panagora Asset Management Inc.56,692$17M0.1%+4,970.8%0.134%
5/15/2025Vident Advisory LLC9,660$2.90M0.0%N/A0.023%
5/15/2025Magnetar Financial LLC15,496$4.65M0.1%+453.8%0.037%
5/15/2025Canada Pension Plan Investment Board19,400$5.82M0.0%N/A0.046%
5/15/2025Parnassus Investments LLC54,242$16.27M0.0%-22.6%0.128%
5/15/2025WPG Advisers LLC243$73K0.1%N/A0.001%
5/15/2025Trexquant Investment LP15,879$4.76M0.1%N/A0.038%
5/15/2025Landscape Capital Management L.L.C.923$277K0.0%N/A0.002%
5/14/2025B. Metzler seel. Sohn & Co. AG8,517$2.55M0.0%-2.9%0.020%
5/14/2025Corebridge Financial Inc.30,134$9.04M0.1%-2.4%0.071%
5/14/2025Comerica Bank8,561$2.57M0.0%-3.9%0.020%
5/14/2025Kayne Anderson Rudnick Investment Management LLC910,156$272.93M0.7%-6.7%2.154%
5/14/2025MetLife Investment Management LLC16,159$4.85M0.0%-1.5%0.038%
5/14/2025Southeast Asset Advisors LLC11,218$3.36M0.4%-4.3%0.027%
5/14/2025Jump Financial LLC17,070$5.12M0.1%+646.7%0.040%
5/14/2025AlphaQuest LLC6,510$1.95M0.2%+565.0%0.015%
Elon just did WHAT!? (Ad)

As you may recall, Biden and the Fed were working on a central bank digital currency, or CBDC. Had they gotten away with it, the Fed and U.S. banks could have seized control of our financial lives forever. But Trump stopped them cold on January 23rd, 2025, when he outlawed CBDCs… Paving the way for Elon Musk's secret master plan.

Click here to see how to claim your stake before they launch to avoid missing out.
5/14/2025Compound Planning Inc.777$233K0.0%+6.6%0.002%
5/14/2025CW Advisors LLC13,260$3.98M0.0%+32.5%0.031%
5/14/2025Tribune Investment Group LP36,000$10.80M4.6%+125.0%0.085%
5/14/2025Banco Bilbao Vizcaya Argentaria S.A.4,043$1.20M0.0%+80.7%0.010%
5/14/2025Hsbc Holdings PLC14,042$4.18M0.0%+124.1%0.033%
5/14/2025Andina Capital Management LLC1,295$388K0.3%N/A0.003%
5/14/2025Quantbot Technologies LP25,473$7.64M0.2%+363.9%0.060%
5/14/2025Wellington Management Group LLP1,079,805$323.80M0.1%-0.1%2.556%
5/13/2025Northern Trust Corp217,616$65.26M0.0%-5.4%0.515%
5/13/2025Algert Global LLC38,156$11.44M0.3%+2.9%0.090%
5/13/2025George Kaiser Family Foundation9,349$2.80M0.4%+21.5%0.022%
5/13/2025Raymond James Financial Inc.58,983$17.69M0.0%+20.4%0.140%
5/13/2025Cresset Asset Management LLC1,546$464K0.0%+6.4%0.004%
5/13/2025State of New Jersey Common Pension Fund D8,498$2.55M0.0%-15.7%0.020%
5/13/2025American Century Companies Inc.8,372$2.51M0.0%+3.2%0.020%
5/13/2025Ethic Inc.2,481$748K0.0%-3.8%0.006%
5/13/2025Liontrust Investment Partners LLP322,920$96.83M1.5%-3.2%0.764%
5/13/2025Fox Run Management L.L.C.2,677$803K0.1%-44.4%0.006%
5/13/2025Caitong International Asset Management Co. Ltd389$117K0.1%+19,350.0%0.001%
5/13/2025Russell Investments Group Ltd.18,908$5.67M0.0%+21.2%0.045%
5/13/2025Callan Family Office LLC864$259K0.0%+10.5%0.002%
5/13/2025HighTower Advisors LLC15,545$4.66M0.0%-3.3%0.037%
5/12/2025Motley Fool Asset Management LLC15,310$4.59M0.3%-3.1%0.036%
5/12/2025Motley Fool Wealth Management LLC21,783$6.53M0.4%-8.2%0.052%
5/12/2025Nuveen LLC127,617$38.27M0.0%N/A0.302%
5/12/2025Entropy Technologies LP2,757$827K0.1%+22.2%0.007%
5/12/2025Polen Capital Management LLC3,534$1.06M0.0%-9.5%0.008%
5/12/2025Invesco Ltd.76,646$22.98M0.0%-60.5%0.181%
5/12/2025Benjamin Edwards Inc.2,009$603K0.0%+18.2%0.005%
5/12/2025Covestor Ltd486$146K0.1%+16.8%0.001%
5/12/2025MUFG Securities EMEA plc18,000$5.40M0.1%-28.0%0.043%
5/12/2025Townsquare Capital LLC40,782$12.23M0.1%-3.1%0.097%
5/12/2025National Bank of Canada FI15,120$4.53M0.0%-46.2%0.036%
5/12/2025Swiss National Bank54,000$16.19M0.0%-1.5%0.128%
5/12/2025Maryland State Retirement & Pension System1,247$374K0.0%-18.2%0.003%
5/9/2025Deutsche Bank AG1,923$577K0.0%+7.0%0.004%
5/9/2025Headlands Technologies LLC6,999$2.10M0.2%+4,017.1%0.016%
5/9/2025Charles Schwab Investment Management Inc.196,465$58.91M0.0%+1.2%0.459%
5/9/2025Vanguard Group Inc.2,660,458$797.79M0.0%-5.1%6.211%
5/9/2025Planning Alternatives Ltd. ADV2,407$722K0.1%+6.8%0.006%
5/9/2025New Age Alpha Advisors LLC5,471$1.64M0.1%N/A0.013%
5/9/2025Empire Life Investments Inc.7,061$2.12M0.1%+3.7%0.016%
5/9/2025Bank of Nova Scotia44,500$13.34M0.0%+134.2%0.104%
5/9/2025R Squared Ltd2,240$672K0.7%+1,766.7%0.005%
5/9/2025PNC Financial Services Group Inc.1,791$537K0.0%-6.5%0.004%
5/8/2025Commerce Bank10,771$3.23M0.0%+6.0%0.025%
5/8/2025Jefferies Financial Group Inc.1,783$535K0.0%N/A0.004%
5/8/2025US Bancorp DE7,914$2.37M0.0%-17.5%0.018%
5/8/2025Wealthquest Corp9,365$2.81M0.1%N/A0.022%
5/8/2025Dearborn Partners LLC1,546$464K0.0%+16.2%0.004%
Elon just did WHAT!? (Ad)

As you may recall, Biden and the Fed were working on a central bank digital currency, or CBDC. Had they gotten away with it, the Fed and U.S. banks could have seized control of our financial lives forever. But Trump stopped them cold on January 23rd, 2025, when he outlawed CBDCs… Paving the way for Elon Musk's secret master plan.

Click here to see how to claim your stake before they launch to avoid missing out.
5/8/2025Bayforest Capital Ltd855$256K0.1%+19.6%0.002%
5/8/2025XTX Topco Ltd6,558$1.97M0.1%+762.9%0.015%
5/8/2025GSA Capital Partners LLP2,669$800K0.1%N/A0.006%
5/8/2025Premier Fund Managers Ltd170,068$50.34M1.9%+13.4%0.397%
5/8/2025Federated Hermes Inc.2,115$634K0.0%-4.5%0.005%
5/7/2025Meeder Asset Management Inc.255$76K0.0%-23.0%0.001%
5/7/2025Norden Group LLC6,837$2.05M0.2%-20.0%0.016%
5/7/2025Mackenzie Financial Corp3,372$1.01M0.0%+24.2%0.008%
5/7/2025Bryce Point Capital LLC2,365$712K0.6%-21.2%0.006%
5/7/2025LPL Financial LLC5,836$1.75M0.0%+14.6%0.014%
(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, 435 institutional investors and hedge funds held shares of Morningstar. The most heavily invested institutionals were Vanguard Group Inc. ($797.79M), Morgan Stanley ($458.48M), Bamco Inc. NY ($439.52M), Bank of America Corp DE ($438.91M), Select Equity Group L.P. ($351.62M), Wellington Management Group LLP ($323.80M), and Kayne Anderson Rudnick Investment Management LLC ($272.93M).Learn more on Morningstar's institutional investors.

What percentage of Morningstar's stock is owned by institutional investors?

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

Which institutional investors have been buying Morningstar's stock?

Of the 369 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: Wellington Management Group LLP ($644.73K), Norges Bank ($631.47K), Massachusetts Financial Services Co. MA ($555.40K), Millennium Management LLC ($447.26K), Kayne Anderson Rudnick Investment Management LLC ($378.67K), M&G Plc ($182.81K), and Portside Wealth Group LLC ($179.86K).

How much institutional buying is happening at Morningstar?

Institutional investors have bought a total of 3,629,451 shares in the last 24 months. This purchase volume represents approximately $1.16B in transactions.

Which of Morningstar's major shareholders have been selling company stock?

Of the 184 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: Select Equity Group L.P. ($747.31K), Massachusetts Financial Services Co. MA ($339.45K), Kayne Anderson Rudnick Investment Management LLC ($298.53K), Bank of America Corp DE ($253.26K), Millennium Management LLC ($207.45K), Amundi ($192.05K), and Vanguard Group Inc. ($143.15K).

How much institutional selling is happening at Morningstar?

Institutional investors have sold a total of 3,248,243 shares in the last 24 months. This volume of shares sold represents approximately $1.03B in transactions.


Related Companies

This page (NASDAQ:MORN) was last updated on 6/30/2025 by MarketBeat.com Staff
From Our Partners
White House to reset Social Security?
Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...
Altimetry | Sponsored
Trump’s Exec Order #14154 could be a “Millionaire-Maker”
Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans...
Paradigm Press | Sponsored
Crypto Is Pumping Again – Now Comes the Real Opportunity
This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...
Crypto Swap Profits | Sponsored
Elon’s NEXT Big IPO?
Cancel your internet TODAY!? Take your latest internet bill and light it on fire… then count the seconds it...
Banyan Hill Publishing | Sponsored
Consumer apocalypse imminent (7 ominous red flags)
The #1 Gold play right now (not a miner, ETF, or bullion) Gold is up 237% since 2008... but one gold invest...
Stansberry Research | Sponsored
A grave, grave error.
Famed financial analyst, Porter Stansberry, calls this technology “The Final Frontier” because it holds the ke...
Porter & Company | Sponsored
Gold is soaring. Here’s how to get paid from it
Gold just broke through $3,300… And while the headlines shout about price targets, something even more powe...
Investors Alley | Sponsored
3..2..1.. AI 2.0 ignition (don’t sleep on this)
I just put together an urgent new presentation that you need to see right away. In short: I believe we are...
Timothy Sykes | Sponsored