Morningstar (MORN) Institutional Ownership

$326.31

+3.64 (+1.13%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 57.02%
Number of Institutional Buyers (last 12 months): 188
Total Institutional Inflows (last 12 months): $1.01B

Number of Institutional Sellers (last 12 months): 130
Total Institutional Outflows (last 12 months): $311.84M

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.

MORN Institutional Buying and Selling by Quarter

Ad Monument Traders Alliance

NEW AI developed by trader who won 1,129% (in 2 days)

Earlier this year one legendary trader captured a 1,129% win (in just 2 days) ... LIVE in front of thousands of Americans...

Click here to see how >>>

Morningstar Major Shareholders & Ownership History

Export to Excel

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	State of Michigan Retirement System	6,300	$1.86M	0.0%	-1.6%	0.015%
7/26/2024	Allspring Global Investments Holdings LLC	282,534	$83.59M	0.1%	-3.1%	0.661%
7/26/2024	Liontrust Investment Partners LLP	402,775	$119.16M	1.7%	-2.0%	0.942%
7/26/2024	Bank of New York Mellon Corp	327,902	$97.01M	0.0%	-8.7%	0.767%
7/25/2024	Raymond James Trust N.A.	1,214	$359K	0.0%	-16.0%	0.003%
7/25/2024	Bank of Stockton	924	$273K	0.1%	-33.5%	0.002%
Get the Latest News and Ratings for MORN and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Morningstar and its competitors with MarketBeat's FREE daily newsletter.
7/24/2024	Retirement Systems of Alabama	32,182	$9.52M	0.0%	-1.6%	0.075%
7/24/2024	Louisiana State Employees Retirement System	7,400	$2.19M	0.0%	-1.3%	0.017%
7/24/2024	DT Investment Partners LLC	120	$36K	0.0%	N/A	0.000%
7/23/2024	Fifth Third Wealth Advisors LLC	775	$229K	0.0%	N/A	0.002%
7/22/2024	Fifth Third Bancorp	364	$108K	0.0%	+55.6%	0.001%
7/20/2024	Nisa Investment Advisors LLC	196	$58K	0.0%	+38.0%	0.000%
7/19/2024	Raymond James & Associates	6,030	$1.78M	0.0%	-62.7%	0.014%
7/19/2024	OFI Invest Asset Management	5,700	$1.57M	0.0%	N/A	0.013%
7/18/2024	Blue Trust Inc.	111	$34K	0.0%	+326.9%	0.000%
7/18/2024	Baker Tilly Wealth Management LLC	1,084	$321K	0.1%	-72.6%	0.003%
7/18/2024	Portside Wealth Group LLC	5,337	$1.58M	0.3%	-4.7%	0.012%
7/18/2024	Coronation Fund Managers Ltd.	28,134	$8.32M	0.2%	-21.4%	0.066%
7/18/2024	Assenagon Asset Management S.A.	31,658	$9.37M	0.0%	N/A	0.074%
7/17/2024	Cottonwood Capital Advisors LLC	1,008	$298K	0.2%	N/A	0.002%
7/16/2024	Envestnet Portfolio Solutions Inc.	860	$254K	0.0%	-24.6%	0.002%
7/16/2024	Great Valley Advisor Group Inc.	754	$223K	0.0%	+7.3%	0.002%
7/16/2024	Wealth Enhancement Advisory Services LLC	1,455	$430K	0.0%	-6.7%	0.003%
7/16/2024	M&G Plc	173,105	$51.24M	0.3%	+2.0%	0.405%
7/15/2024	Securian Asset Management Inc.	2,080	$615K	0.0%	-5.6%	0.005%
7/13/2024	Mechanics Bank Trust Department	1,047	$310K	0.0%	N/A	0.002%
7/12/2024	Diversify Advisory Services LLC	1,200	$355K	0.0%	-36.1%	0.003%
7/12/2024	SG Americas Securities LLC	1,917	$567K	0.0%	-85.5%	0.004%
7/12/2024	QRG Capital Management Inc.	775	$229K	0.0%	N/A	0.002%
7/12/2024	Cardinal Capital Management	11,839	$3.50M	0.6%	+0.8%	0.028%
7/11/2024	Cadent Capital Advisors LLC	1,396	$413K	0.2%	+13.2%	0.003%
7/10/2024	Linden Thomas Advisory Services LLC	5,197	$1.54M	0.2%	-29.7%	0.012%
7/9/2024	Harbor Capital Advisors Inc.	2,637	$780K	0.1%	+295.4%	0.006%
7/8/2024	Beach Investment Counsel Inc. PA	400	$118K	0.0%	N/A	0.001%
7/8/2024	Versant Capital Management Inc	245	$72K	0.0%	+21.9%	0.001%
7/2/2024	GAMMA Investing LLC	183	$54K	0.0%	+38.6%	0.000%
7/1/2024	Confluence Investment Management LLC	64,975	$19.22M	0.3%	-4.5%	0.152%
6/20/2024	HM Payson & Co.	600	$185K	0.0%	-25.0%	0.001%
5/24/2024	Cetera Advisors LLC	1,001	$309K	0.0%	N/A	0.002%
5/21/2024	Atria Investments Inc	8,268	$2.55M	0.0%	-5.3%	0.019%
NEW AI developed by trader who won 1,129% (in 2 days) (Ad) Earlier this year one legendary trader captured a 1,129% win (in just 2 days) ... LIVE in front of thousands of Americans... Click here to see how >>>
5/20/2024	Virtu Financial LLC	1,316	$406K	0.0%	N/A	0.003%
5/17/2024	Comerica Bank	11,378	$3.51M	0.0%	-3.2%	0.027%
5/17/2024	Tidal Investments LLC	3,913	$1.21M	0.0%	N/A	0.009%
5/17/2024	Motley Fool Asset Management LLC	14,785	$4.56M	0.3%	-2.6%	0.035%
5/16/2024	Jane Street Group LLC	13,579	$4.19M	0.0%	-50.7%	0.032%
5/16/2024	California State Teachers Retirement System	25,660	$7.91M	0.0%	-5.2%	0.060%
5/16/2024	Ashford Capital Management Inc.	6,171	$1.90M	0.3%	-21.7%	0.014%
5/15/2024	Public Employees Retirement System of Ohio	9,973	$3.08M	0.0%	-8.5%	0.023%
5/15/2024	Bamco Inc. NY	1,308,671	$403.56M	1.1%	-1.0%	3.061%
5/15/2024	Price T Rowe Associates Inc. MD	684,743	$211.16M	0.0%	-3.8%	1.602%
5/15/2024	Magnetar Financial LLC	3,956	$1.22M	0.0%	-21.4%	0.009%
5/15/2024	Quadrature Capital Ltd	872	$269K	0.0%	-94.4%	0.002%
5/14/2024	Natixis	29,000	$8.94M	0.0%	+7.4%	0.068%
5/14/2024	Healthcare of Ontario Pension Plan Trust Fund	29,413	$9.07M	0.0%	N/A	0.069%
5/14/2024	CANADA LIFE ASSURANCE Co	17,696	$5.45M	0.0%	+12.7%	0.041%
5/14/2024	American International Group Inc.	34,693	$10.70M	0.0%	-2.0%	0.081%
5/13/2024	Bessemer Group Inc.	4,927	$1.52M	0.0%	-9.7%	0.012%
5/13/2024	Capitolis Liquid Global Markets LLC	19,000	$5.86M	0.1%	N/A	0.044%
5/13/2024	O Shaughnessy Asset Management LLC	1,622	$500K	0.0%	+18.5%	0.004%
5/11/2024	Edgestream Partners L.P.	1,383	$426K	0.0%	N/A	0.003%
5/10/2024	Acadian Asset Management LLC	84	$25K	0.0%	-85.6%	0.000%
5/10/2024	Vanguard Group Inc.	2,580,713	$795.81M	0.0%	+0.2%	6.037%
5/10/2024	M&G Plc	169,783	$52.29M	0.3%	N/A	0.397%
5/10/2024	Twin Tree Management LP	2,150	$663K	0.0%	-14.2%	0.005%
5/9/2024	Blair William & Co. IL	4,616	$1.42M	0.0%	-9.1%	0.011%
5/9/2024	HBK Sorce Advisory LLC	851	$262K	0.0%	-5.0%	0.002%
5/9/2024	Scout Investments Inc.	42,549	$13.03M	0.3%	+75.8%	0.100%
5/9/2024	State Board of Administration of Florida Retirement System	26,641	$8.22M	0.0%	+0.8%	0.062%
5/8/2024	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	10,840	$3.34M	0.0%	+3.9%	0.025%
5/8/2024	Entropy Technologies LP	1,386	$427K	0.0%	N/A	0.003%
5/8/2024	Motley Fool Asset Management LLC	14,687	$4.53M	0.2%	-3.2%	0.034%
5/8/2024	Motley Fool Wealth Management LLC	23,786	$7.34M	0.4%	-0.9%	0.056%
5/8/2024	ProShare Advisors LLC	1,272	$392K	0.0%	-7.2%	0.003%
5/8/2024	Avantax Advisory Services Inc.	2,764	$852K	0.0%	+8.3%	0.006%
5/8/2024	US Bancorp DE	11,266	$3.47M	0.0%	-1.1%	0.026%
5/8/2024	Russell Investments Group Ltd.	22,413	$6.91M	0.0%	+0.4%	0.052%
5/8/2024	Headlands Technologies LLC	214	$66K	0.0%	N/A	0.001%
5/7/2024	Sei Investments Co.	126,932	$39.14M	0.1%	+2.8%	0.297%
5/7/2024	BCGM Wealth Management LLC	4,500	$1.39M	0.5%	+4.5%	0.011%
5/7/2024	Susquehanna Fundamental Investments LLC	2,122	$654K	0.0%	N/A	0.005%
5/7/2024	Swiss National Bank	50,600	$15.60M	0.0%	+0.2%	0.118%
5/7/2024	ClariVest Asset Management LLC	6,120	$1.89M	0.2%	-0.9%	0.014%
5/7/2024	Oppenheimer Asset Management Inc.	8,189	$2.53M	0.0%	-25.1%	0.019%
5/7/2024	SG Americas Securities LLC	13,202	$4.07M	0.0%	+506.2%	0.031%
5/6/2024	Quantbot Technologies LP	6,914	$2.13M	0.1%	+80.5%	0.016%
5/6/2024	Envestnet Portfolio Solutions Inc.	1,140	$352K	0.0%	+60.8%	0.003%
5/6/2024	Duality Advisers LP	11,401	$3.52M	0.3%	-19.5%	0.027%
5/6/2024	Texas Permanent School Fund Corp	22,796	$7.03M	0.1%	+1.3%	0.053%
5/3/2024	Coronation Fund Managers Ltd.	35,811	$11.04M	0.3%	-9.0%	0.084%
5/3/2024	Central Pacific Bank Trust Division	3,196	$979K	0.1%	N/A	0.007%
NEW AI developed by trader who won 1,129% (in 2 days) (Ad) Earlier this year one legendary trader captured a 1,129% win (in just 2 days) ... LIVE in front of thousands of Americans... Click here to see how >>>
5/2/2024	Mutual of America Capital Management LLC	15,518	$4.79M	0.1%	-3.6%	0.036%
5/2/2024	Daiwa Securities Group Inc.	17,945	$5.53M	0.0%	-24.0%	0.042%
5/2/2024	Nordea Investment Management AB	65,167	$20.08M	0.0%	-0.7%	0.152%
5/1/2024	Janney Montgomery Scott LLC	3,058	$943K	0.0%	-5.6%	0.007%
5/1/2024	BNP Paribas Financial Markets	6,114	$1.89M	0.0%	+104.2%	0.014%
5/1/2024	Precision Wealth Strategies LLC	2,123	$655K	0.6%	+35.3%	0.005%
5/1/2024	Diversify Advisory Services LLC	1,878	$575K	0.0%	N/A	0.004%
4/30/2024	Retirement Systems of Alabama	32,709	$10.09M	0.0%	+0.3%	0.077%
4/30/2024	Norden Group LLC	6,752	$2.08M	0.2%	+70.5%	0.016%
4/30/2024	Claret Asset Management Corp	711	$219K	0.0%	-7.3%	0.002%

(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, 320 institutional investors and hedge funds held shares of Morningstar. The most heavily invested institutionals were Vanguard Group Inc. ($795.81M), Bank of America Corp DE ($498.73M), Morgan Stanley ($458.48M), Bamco Inc. NY ($403.56M), Massachusetts Financial Services Co. MA ($307.92M), Kayne Anderson Rudnick Investment Management LLC ($293.42M), and BlackRock Inc. ($223.46M).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 256 institutional investors that purchased Morningstar stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wellington Management Group LLP ($509.49K), Massachusetts Financial Services Co. MA ($498.86K), Perpetual Ltd ($392.11K), Kayne Anderson Rudnick Investment Management LLC ($378.67K), Bank of America Corp DE ($343.70K), Norges Bank ($299.80K), and Allspring Global Investments Holdings LLC ($239.40K).

How much institutional buying is happening at Morningstar?: Institutional investors have bought a total of 6,097,754 shares in the last 24 months. This purchase volume represents approximately $1.44B in transactions.
Which Morningstar major shareholders have been selling company stock?: Of the 188 institutional investors that sold Morningstar stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Echo Street Capital Management LLC ($444.57K), Artisan Partners Limited Partnership ($364.20K), National Bank of Canada FI ($150.04K), Wasatch Advisors LP ($130.65K), Bank of Nova Scotia ($120.61K), Goldman Sachs Group Inc. ($111.55K), and Principal Financial Group Inc. ($106.24K).
How much institutional selling is happening at Morningstar?: Institutional investors have sold a total of 2,976,241 shares in the last 24 months. This volume of shares sold represents approximately $701.13M in transactions.