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Morningstar (MORN) Institutional Ownership

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$209.24 +5.28 (+2.59%)
Closing price 10/15/2026 04:00 PM Eastern
Extended Trading
$209.16 -0.08 (-0.04%)
As of 10/15/2026 07:58 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.
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Institutional Ownership Changes (13F Filings) for Morningstar (NASDAQ:MORN)

Current
Institutional Ownership
Percentage
57.02%
Number of
Institutional Buyers
(last 12 months)
259
Total
Institutional Inflows
(last 12 months)
$2.16B
Number of
Institutional Sellers
(last 12 months)
200
Total
Institutional Outflows
(last 12 months)
$968.58M
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MORN Institutional Buying and Selling by Quarter

Morningstar Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/15/2026State of Alaska Department of Revenue23,351$4.44M0.0%-1.5%0.062%
10/15/2026Curated Wealth Partners LLC1,383$263K0.0%N/A0.004%
10/15/2026Martin Capital Advisors LLP4,086$777K0.4%-2.8%0.011%
10/15/2026Fortitude Family Office LLC234$44K0.0%+260.0%0.001%
10/14/2026Copeland Capital Management LLC333,586$63.40M1.4%+45.3%0.889%
10/14/2026Krilogy Financial LLC1,880$384K0.0%-6.6%0.005%
10/9/2026GAMMA Investing LLC365$69K0.0%-13.1%0.001%
10/8/2026Farther Finance Advisors LLC652$124K0.0%+43.6%0.002%
10/8/2026YHB Investment Advisors Inc.2,090$397K0.0%-11.8%0.006%
10/2/2026 Versant Capital Management Inc726$138K0.0%-25.2%0.002%
10/1/2026 Confluence Investment Management LLC149,383$28.39M0.4%-10.1%0.398%
9/9/2026Sequoia Financial Advisors LLC2,575$402K0.0%+37.6%0.007%
9/9/2026Tidal Investments LLC5,653$882K0.0%+9.2%0.015%
9/9/2026Engineers Gate Manager LP39,989$6.24M0.1%+182.2%0.107%
9/9/2026Integrated Wealth Concepts LLC4,076$636K0.0%+60.3%0.011%
9/9/2026NewEdge Advisors LLC2,907$454K0.0%+95.0%0.008%
9/9/2026IFP Advisors Inc315$49K0.0%+45.2%0.001%
9/9/2026Squarepoint Ops LLC47,742$7.45M0.0%N/A0.127%
9/8/2026Allworth Financial LP1,505$235K0.0%+191.7%0.004%
9/8/2026Arizona State Retirement System5,580$871K0.0%-17.7%0.015%
9/8/2026Nykredit A S1,206$188K0.0%N/A0.003%
8/27/2026Corient Private Wealth LP10,796$1.68M0.0%-43.6%0.029%
8/26/2026HighTower Advisors LLC7,933$1.24M0.0%-12.6%0.021%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al9,400$1.47M0.0%N/A0.025%
8/23/2026HB Wealth Management LLC2,562$400K0.0%+45.1%0.007%
8/22/2026AlphaGrep UK Ltd4,414$689K0.2%N/A0.012%
8/22/2026denkapparat Operations GmbH6,596$1.03M0.3%+44.2%0.018%
8/22/2026TD Waterhouse Canada Inc.435$70K0.0%-45.6%0.001%
8/22/2026Barlow Wealth Partners LLC57,602$9.51M1.0%-0.2%0.154%
8/21/2026Nykredit A S1,206$188K0.0%N/A0.003%
8/21/2026Keeler Thomas Management LLC3,348$522K0.2%+14.3%0.009%
8/20/2026Benjamin Edwards Inc.33,499$5.23M0.0%-3.5%0.089%
8/20/2026Wedbush Securities Inc.6,031$941K0.0%+2.7%0.016%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC61,984$9.67M0.0%-10.5%0.165%
8/19/2026Hsbc Holdings PLC2,337$364K0.0%-77.0%0.006%
8/19/2026Wellington Management Group LLP1,493,037$232.94M0.0%-10.2%3.980%
8/18/2026Dearborn Partners LLC8,465$1.32M0.1%N/A0.023%
8/18/2026Jefferies Financial Group Inc.3,676$574K0.0%N/A0.010%
8/18/2026Public Employees Retirement System of Ohio5,785$903K0.0%N/A0.015%
8/17/2026Redwood Investment Management LLC13,997$2.18M0.2%N/A0.037%
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8/17/2026Corient Private Wealth LP7,586$1.18M0.0%N/A0.020%
8/17/2026Bamco Inc. NY3,499,146$545.94M0.8%N/A9.329%
8/17/2026Bank of America Corp DE192,610$30.05M0.0%N/A0.513%
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 Company15,846$2.47M0.0%N/A0.042%
8/14/2026Dearborn Partners LLC8,680$1.47M0.1%N/A0.023%
8/14/2026Algert Global LLC35,197$5.49M0.1%-28.1%0.094%
8/13/2026Sanctuary Advisors LLC3,295$514K0.0%N/A0.009%
8/13/2026Globeflex Capital L P780$122K0.0%N/A0.002%
8/12/2026Quantbot Technologies LP13,602$2.12M0.1%N/A0.036%
8/12/2026Westpac Banking Corp819$128K0.0%N/A0.002%
8/12/2026Ieq Capital LLC53,907$8.41M0.0%N/A0.144%
8/12/2026Callan Family Office LLC5,421$846K0.0%N/A0.014%
8/11/2026Allworth Financial LP1,505$235K0.0%N/A0.004%
8/11/2026Advisors Preferred LLC4,259$707K0.1%N/A0.011%
8/11/2026Aurora Investment Counsel9,515$1.49M0.8%N/A0.025%
8/10/2026Diversify Advisory Services LLC1,224$223K0.0%N/A0.003%
8/8/2026Meeder Asset Management Inc.11,232$1.75M0.1%N/A0.030%
8/7/2026Citizens Financial Group Inc. RI1,450$226K0.0%N/A0.004%
8/7/2026MidFirst Bank18,560$2.90M0.2%N/A0.049%
8/7/2026BlackRock Inc.2,081,736$324.79M0.0%N/A5.550%
8/7/2026Pallas Capital Advisors LLC1,663$259K0.0%N/A0.004%
8/7/2026Deutsche Bank AG2,554$398K0.0%N/A0.007%
8/6/2026Global Retirement Partners LLC312$49K0.0%N/A0.001%
8/6/2026Bank of New York Mellon Corp232,481$36.27M0.0%N/A0.620%
8/6/2026Focus Partners Advisor Solutions LLC3,206$500K0.0%N/A0.009%
8/6/2026State of Wyoming1,199$187K0.0%N/A0.003%
7/9/2026Fluent Financial LLC14,362$2.24M0.8%+150.0%0.038%
7/7/2026GAMMA Investing LLC420$66K0.0%-23.4%0.001%
7/7/2026Grove 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%
6/18/2026Pacer Advisors Inc.2,780$470K0.0%-3.6%0.007%
6/3/2026Parallel Advisors LLC1,292$218K0.0%-9.5%0.003%
6/3/2026NewEdge Advisors LLC1,491$252K0.0%+31.6%0.004%
5/28/2026Henshaw Capital LLC11,638$1.97M0.1%-7.0%0.031%
5/21/2026Essential Partners LLC627$106K0.0%-32.7%0.002%
5/19/2026Bank of America Corp DE183,575$31.03M0.0%+11.7%0.483%
5/19/2026Janus Henderson Group PLC89,885$15.20M0.0%+56.1%0.236%
5/18/2026Amundi1,775$300K0.0%+27.0%0.005%
5/18/2026EverSource 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%
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5/16/2026Quantinno 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%
5/15/2026Epoch Investment Partners Inc.4,547$769K0.0%-40.4%0.012%
5/15/2026Entropy Technologies LP1,565$265K0.0%-64.7%0.004%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund6,600$1.12M0.0%-72.0%0.017%
5/14/2026Renaissance 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%
5/14/2026Arrowstreet Capital Limited Partnership394,931$66.76M0.0%+38.5%1.038%
5/14/2026Caxton Associates LLP24,977$4.22M0.1%N/A0.066%


MORN Institutional Ownership - Frequently Asked Questions

During the previous two years, 525 institutional investors and hedge funds held shares of Morningstar. The most heavily invested institutionals were Bamco Inc. NY ($545.94M), 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), and Wellington Management Group LLP ($232.94M).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 449 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: Bamco Inc. NY ($3.62M), 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), and Millennium Management LLC ($298.23K).

Institutional investors have bought a total of 11,829,050 shares in the last 24 months. This purchase volume represents approximately $2.16B in transactions.

Of the 200 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), Wellington Management Group LLP ($337.38K), Wasatch Advisors LP ($308.73K), Massachusetts Financial Services Co. MA ($278.45K), Vanguard Group Inc. ($259.44K), and Bamco Inc. NY ($172.51K).

Institutional investors have sold a total of 4,388,765 shares in the last 24 months. This volume of shares sold represents approximately $968.63M in transactions.


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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 10/15/2026. New 13F filings are added each quarter as they're published.
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