S&P 500   5,078.18
DOW   38,972.41
QQQ   437.60
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Goldman upgraded Nvidia stock, one metric says it could go higher
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Closing prices for crude oil, gold and other commodities
Hunting for Domestic Vanadium - The U.S. Govt. Did WHAT? (Ad)
Consumer confidence slips in February as anxiety over potential recession surprisingly reappears
Beyond Meat's shares soar on better-than-expected Q4 revenue despite weak US sales
S&P 500   5,078.18
DOW   38,972.41
QQQ   437.60
3 lithium stocks to ride a multi-year cycle
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Goldman upgraded Nvidia stock, one metric says it could go higher
Autozone stock price is still in the rally zone
Hunting for Domestic Vanadium - The U.S. Govt. Did WHAT? (Ad)
New highs are coming for Lowe’s stock despite mixed results
Closing prices for crude oil, gold and other commodities
Hunting for Domestic Vanadium - The U.S. Govt. Did WHAT? (Ad)
Consumer confidence slips in February as anxiety over potential recession surprisingly reappears
Beyond Meat's shares soar on better-than-expected Q4 revenue despite weak US sales
S&P 500   5,078.18
DOW   38,972.41
QQQ   437.60
3 lithium stocks to ride a multi-year cycle
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Goldman upgraded Nvidia stock, one metric says it could go higher
Autozone stock price is still in the rally zone
Hunting for Domestic Vanadium - The U.S. Govt. Did WHAT? (Ad)
New highs are coming for Lowe’s stock despite mixed results
Closing prices for crude oil, gold and other commodities
Hunting for Domestic Vanadium - The U.S. Govt. Did WHAT? (Ad)
Consumer confidence slips in February as anxiety over potential recession surprisingly reappears
Beyond Meat's shares soar on better-than-expected Q4 revenue despite weak US sales
S&P 500   5,078.18
DOW   38,972.41
QQQ   437.60
3 lithium stocks to ride a multi-year cycle
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Goldman upgraded Nvidia stock, one metric says it could go higher
Autozone stock price is still in the rally zone
Hunting for Domestic Vanadium - The U.S. Govt. Did WHAT? (Ad)
New highs are coming for Lowe’s stock despite mixed results
Closing prices for crude oil, gold and other commodities
Hunting for Domestic Vanadium - The U.S. Govt. Did WHAT? (Ad)
Consumer confidence slips in February as anxiety over potential recession surprisingly reappears
Beyond Meat's shares soar on better-than-expected Q4 revenue despite weak US sales

Morningstar (MORN) Institutional Ownership

$295.19
-0.38 (-0.13%)
(As of 02/27/2024 ET)

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

Current
Institutional Ownership
Percentage
57.02%
Number of
Institutional Buyers
(last 12 months)
230
Total
Institutional Inflows
(last 12 months)
$1.16 B
Number of
Institutional Sellers
(last 12 months)
153
Total
Institutional Outflows
(last 12 months)
$573.05 M
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Skip Chart & View Institutional Buying and Selling Data

MORN Institutional Buying and Selling by Quarter


Morningstar Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/26/2024Teachers Retirement System of The State of Kentucky8,420$2.41M0.0%+6.6%0.020%
2/16/2024O Dell Group LLC166$48K0.0%N/A0.000%
2/16/2024Public Employees Retirement System of Ohio10,901$3.12M0.0%+2.8%0.026%
2/15/2024Ashford Capital Management Inc.7,885$2.26M0.3%+3.5%0.018%
2/15/2024Mercer Global Advisors Inc. ADV1,066$0.31M0.0%+9.1%0.002%
2/15/2024Townsquare Capital LLC31,492$9.01M0.2%+3.2%0.074%
2/15/2024Kensington Investment Counsel LLC8,317$2.38M1.2%+1.0%0.019%
2/15/2024Legal & General Group Plc43,183$12.36M0.0%+6.7%0.101%
2/15/2024Barclays PLC23,841$6.82M0.0%-75.7%0.056%
2/15/2024Vanguard Group Inc.2,576,670$737.55M0.0%+0.9%6.034%
2/15/2024Voya Investment Management LLC11,319$3.24M0.0%-2.1%0.027%
2/15/2024Wolverine Trading LLC912$0.26M0.0%-67.4%0.002%
2/15/2024Nuveen Asset Management LLC86,667$24.81M0.0%-12.6%0.203%
2/15/2024Price T Rowe Associates Inc. MD711,632$203.70M0.0%+2.6%1.667%
2/15/2024Profund Advisors LLC845$0.24M0.0%N/A0.002%
2/15/2024Gotham Asset Management LLC2,911$0.83M0.0%N/A0.007%
2/15/2024Baird Financial Group Inc.1,690$0.48M0.0%-15.4%0.004%
2/15/2024Comerica Bank11,756$3.37M0.0%-1.8%0.028%
2/15/2024Praesidium Investment Management Company LLC177,195$50.72M6.3%-11.7%0.415%
2/14/2024Royal Bank of Canada1,684$0.48M0.0%+11.4%0.004%
2/14/2024Pathstone Holdings LLC5,498$1.57M0.0%N/A0.013%
2/14/2024Point72 Hong Kong Ltd8,911$2.55M0.2%N/A0.021%
2/14/2024Point72 Europe London LLP6,136$1.76M0.2%N/A0.014%
2/14/2024Creative Planning2,693$0.77M0.0%+10.8%0.006%
2/14/2024Nebula Research & Development LLC2,608$0.75M0.2%N/A0.006%
2/14/2024Ethic Inc.1,138$0.33M0.0%+14.0%0.003%
2/14/2024Wasatch Advisors LP533,935$152.83M0.8%+1.0%1.250%
2/14/2024Balyasny Asset Management L.P.67,375$19.29M0.0%-5.1%0.158%
2/14/2024State of Tennessee Treasury Department12,500$3.58M0.0%N/A0.029%
2/14/2024Verition Fund Management LLC1,076$0.31M0.0%N/A0.003%
2/14/2024Sei Investments Co.123,450$35.34M0.1%-3.4%0.289%
2/14/2024Shell Asset Management Co.976$0.28M0.0%-23.1%0.002%
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%
2/13/2024Envestnet Asset Management Inc.39,537$11.32M0.0%+14.4%0.093%
2/13/2024Northern Trust Corp194,935$55.80M0.0%+1.6%0.457%
2/13/2024American International Group Inc.35,405$10.13M0.1%-4.0%0.083%
2/13/2024Public Employees Retirement Association of Colorado2,787$0.80M0.0%-92.8%0.007%
2/13/2024Crossmark Global Holdings Inc.2,024$0.58M0.0%-3.1%0.005%
2/13/2024Tower Research Capital LLC TRC 3,909$1.12M0.0%+650.3%0.009%
2/13/2024Southeast Asset Advisors Inc.22,204$6.36M0.8%-25.6%0.052%
2/13/2024First Trust Advisors LP10,986$3.15M0.0%+897.8%0.026%
2/13/2024Goldman Sachs Group Inc.163,311$46.75M0.0%-40.6%0.382%
2/13/2024CIBC Private Wealth Group LLC4,325$1.24M0.0%-3.2%0.010%
2/13/2024CIBC Asset Management Inc748$0.21M0.0%N/A0.002%
2/13/2024The Manufacturers Life Insurance Company 21,904$6.27M0.0%-3.9%0.051%
2/13/2024KBC Group NV476$0.14M0.0%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%
2/13/2024Polen Capital Management LLC13,785$3.95M0.0%-2.0%0.032%
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$0.22M0.0%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$0.79M0.1%-13.6%0.006%
2/12/2024Stifel Financial Corp18,225$5.22M0.0%+0.7%0.043%
2/12/2024Steward Partners Investment Advisory LLC166$48K0.0%+52.3%0.000%
2/12/2024George Kaiser Family Foundation7,638$2.19M0.4%-46.8%0.018%
2/12/2024Hsbc Holdings PLC3,059$0.88M0.0%+207.4%0.007%
2/9/2024Sepio Capital LP6,120$1.75M0.1%-9.4%0.014%
2/9/2024Advisory Services Network LLC3,443$0.99M0.0%-5.4%0.008%
2/9/2024Commerce Bank12,569$3.60M0.0%-9.8%0.029%
2/9/2024Franklin Resources Inc.2,868$0.82M0.0%-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%
2/9/2024UBS Group AG11,303$3.24M0.0%+327.0%0.026%
2/9/2024PNC Financial Services Group Inc.1,222$0.35M0.0%+26.6%0.003%
2/9/2024Dynamic Technology Lab Private Ltd953$0.27M0.0%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$0.23M0.0%N/A0.002%
2/8/2024Quadrant Capital Group LLC599$0.17M0.0%+38.0%0.001%
2/8/2024Inceptionr LLC1,103$0.32M0.2%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$0.93M0.0%-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$0.79M0.0%+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$0.73M0.0%-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$0.20M0.0%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$0.86M0.0%+28.4%0.007%
2/7/2024Teacher Retirement System of Texas3,311$0.95M0.0%-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$0.86M0.2%N/A0.007%
2/7/2024Principal Securities Inc.101$29K0.0%N/A0.000%
2/6/2024Cullen Frost Bankers Inc.375$0.11M0.0%-34.8%0.001%
2/6/2024Barlow 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$3M0.0%-5.1%0.025%
2/6/2024Amalgamated Bank18,510$5.30M0.0%+2.2%0.043%
2/6/2024Benjamin Edwards Inc.1,052$0.30M0.1%+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%
(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, 366 institutional investors and hedge funds held shares of Morningstar. The most heavily invested institutionals were Select Equity Group L.P. ($791.84M), 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 315 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), Morgan Stanley ($1.08M), Goldman Sachs Group Inc. ($0.73M), Massachusetts Financial Services Co. MA ($0.56M), Norges Bank ($0.55M), Perpetual Ltd ($0.39M), and Kayne Anderson Rudnick Investment Management LLC ($0.38M).

How much institutional buying is happening at Morningstar?

Institutional investors have bought a total of 9,844,289 shares in the last 24 months. This purchase volume represents approximately $2.28B in transactions.

Which Morningstar major shareholders have been selling company stock?

Of the 226 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. ($0.82M), JPMorgan Chase & Co. ($0.53M), Echo Street Capital Management LLC ($0.48M), Artisan Partners Limited Partnership ($0.36M), National Bank of Canada FI ($0.15M), New York State Common Retirement Fund ($0.13M), and Wasatch Advisors LP ($0.13M).

How much institutional selling is happening at Morningstar?

Institutional investors have sold a total of 4,815,450 shares in the last 24 months. This volume of shares sold represents approximately $1.16B in transactions.


This page (NASDAQ:MORN) was last updated on 2/28/2024 by MarketBeat.com Staff