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Morningstar (MORN) Institutional Ownership

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$166.38 +0.44 (+0.27%)
Closing price 04:00 PM Eastern
Extended Trading
$165.89 -0.49 (-0.29%)
As of 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)
301
Total
Institutional Inflows
(last 12 months)
$1.64B
Number of
Institutional Sellers
(last 12 months)
226
Total
Institutional Outflows
(last 12 months)
$1.19B
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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
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 Company 16,168$2.73M0.0%-9.1%0.043%
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%
5/14/2026Inceptionr LLC3,070$519K0.1%N/A0.008%
5/14/2026Capula Management Ltd2,760$467K0.0%N/A0.007%
5/14/2026Bank of Nova Scotia28,000$4.73M0.0%-18.1%0.074%
5/14/2026Gibbs Wealth Management1,753$296K0.0%-28.0%0.005%
5/14/2026Sei Investments Co.189,302$32.00M0.0%+219.4%0.498%
5/14/2026Walleye Capital LLC20,166$3.41M0.0%N/A0.053%
5/14/2026Globeflex Capital L P780$132K0.0%N/A0.002%
5/14/2026State of Wyoming628$106K0.0%-49.7%0.002%
5/13/2026Cetera Investment Advisers5,045$853K0.0%-14.0%0.013%
5/13/2026CI Investments Inc.2,292$387K0.0%-93.5%0.006%
5/13/2026First Trust Advisors LP25,731$4.35M0.0%-59.9%0.068%
5/12/2026Westpac Banking Corp834$141K0.0%+61.0%0.002%
5/8/2026PNC Financial Services Group Inc.1,007$170K0.0%+15.6%0.003%
5/8/2026Cassaday & Co Wealth Management LLC155$26K0.0%N/A0.000%
5/7/2026Meeder Asset Management Inc.55,614$9.40M0.5%-3.6%0.146%
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5/7/2026Dimensional Fund Advisors LP517,769$87.51M0.0%+9.7%1.361%
5/7/2026Parallel Advisors LLC1,292$218K0.0%-9.5%0.003%
5/7/2026Planning Alternatives Ltd. ADV2,197$371K0.0%-6.8%0.006%
5/7/2026Swiss National Bank48,800$8.25M0.0%-2.4%0.128%
5/6/2026Aurora Investment Counsel9,525$1.61M0.9%-0.7%0.025%
5/6/2026California Public Employees Retirement System33,381$5.64M0.0%-5.9%0.088%
5/6/2026Ceera Investments LLC7,436$1.26M0.6%-8.2%0.020%
5/6/2026Kera Capital Partners Inc.2,601$440K0.1%-23.4%0.007%
5/6/2026Copeland Capital Management LLC135,215$22.86M0.5%+28.4%0.356%
5/6/2026Bessemer Group Inc.2,394$405K0.0%-62.7%0.006%
5/6/2026Allspring Global Investments Holdings LLC27,428$4.66M0.0%+1,976.3%0.072%
5/5/2026Bank of New York Mellon Corp175,006$29.59M0.0%+3.0%0.460%
5/5/2026Sanctuary Advisors LLC3,074$520K0.0%+29.3%0.008%
5/5/2026Hillsdale Investment Management Inc.6,810$1.15M0.0%N/A0.018%
5/4/2026Calamos Wealth Management LLC1,881$318K0.0%N/A0.005%
5/4/2026Calamos Advisors LLC1,881$318K0.0%N/A0.005%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management1,257$212K0.0%+32.6%0.003%
5/4/2026State of Michigan Retirement System5,500$930K0.0%-1.8%0.014%
5/4/2026Principal Financial Group Inc.77,073$13.03M0.0%-12.5%0.203%
5/4/2026Chicago Partners Investment Group LLC2,449$456K0.0%+7.3%0.006%
5/4/2026Procyon Advisors LLC1,680$284K0.0%-6.3%0.004%
5/2/2026Diversify Wealth Management LLC5,951$1.12M0.0%+42.8%0.016%
5/1/2026Commonwealth of Pennsylvania Public School Empls Retrmt SYS5,752$972K0.0%-3.6%0.015%
5/1/2026Fifth Third Bancorp6,933$1.17M0.0%+2,122.1%0.018%
5/1/2026Sequoia Financial Advisors LLC1,872$316K0.0%-36.8%0.005%
5/1/2026Kornitzer Capital Management Inc. KS2,064$349K0.0%-85.1%0.005%
4/30/2026Hsbc Holdings PLC10,149$1.71M0.0%+2.3%0.026%
4/30/2026Personal CFO Solutions LLC1,840$311K0.0%+8.0%0.005%
4/29/2026R Squared Ltd2,551$431K0.2%-21.3%0.007%
4/28/2026Abel Hall LLC1,233$208K0.0%N/A0.003%
4/28/2026AdvisorShares Investments LLC2,720$460K0.1%+22.5%0.007%
4/28/2026Praxis Investment Management Inc.1,903$322K0.0%N/A0.005%
4/27/2026HB Wealth Management LLC1,766$299K0.0%-46.8%0.005%
4/27/2026New York State Teachers Retirement System4,738$801K0.0%-15.4%0.012%
4/27/2026Y Intercept Hong Kong Ltd9,583$1.62M0.0%+105.8%0.025%
4/22/2026Janney Montgomery Scott LLC2,236$378K0.0%N/A0.006%
4/22/2026Pictet Asset Management Holding SA4,119$696K0.0%+6.1%0.011%
4/22/2026Sterling Capital Management LLC334$56K0.0%-38.0%0.001%
4/21/2026GHP Investment Advisors Inc.2,486$420K0.0%N/A0.006%
4/21/2026Aaron Wealth Advisors LLC3,323$562K0.0%+50.9%0.009%
4/21/2026Louisiana State Employees Retirement System6,700$1.13M0.0%N/A0.017%
4/20/2026OP Asset Management Ltd12,147$2.05M0.0%N/A0.032%
4/16/2026SG Americas Securities LLC46,937$7.94M0.0%+211.0%0.122%
3/20/2026Hsbc Holdings PLC9,920$2.16M0.0%-64.2%0.025%
3/9/2026Corient Private Wealth LLC21,531$4.68M0.0%+7.0%0.054%
3/6/2026Hsbc Holdings PLC9,920$2.16M0.0%-64.2%0.025%
2/25/2026MidFirst Bank15,647$3.40M0.3%N/A0.040%
2/24/2026Pacer Advisors Inc.2,884$627K0.0%-37.7%0.007%
2/23/2026Kera Capital Partners Inc.3,396$686K0.1%N/A0.009%
2/19/2026Invesco Ltd.271,999$59.11M0.0%-8.2%0.687%
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2/19/2026Corient Private Wealth LLC260,978$56.71M0.0%+1,196.5%0.659%
2/19/2026Alberta Investment Management Corp6,300$1.37M0.0%N/A0.016%
2/18/2026Mercer Global Advisors Inc. ADV10,061$2.19M0.0%+153.0%0.024%
2/18/2026Vident Advisory LLC14,429$3.14M0.0%+4.5%0.035%
2/18/2026State of Tennessee Department of Treasury10,031$2.03M0.0%-4.1%0.024%
2/18/2026Mackenzie Financial Corp2,860$622K0.0%-18.3%0.007%
2/18/2026NewEdge Advisors LLC1,133$246K0.0%+1,352.6%0.003%
2/18/2026XTX Topco Ltd30,112$6.54M0.2%+1,007.1%0.073%
2/18/2026Kensington Investment Counsel LLC7,100$1.54M0.6%-25.8%0.017%
2/18/2026Voloridge Investment Management LLC226,605$49.24M0.2%+21.1%0.551%


MORN Institutional Ownership - Frequently Asked Questions

During the previous two years, 527 institutional investors and hedge funds held shares of Morningstar. The most heavily invested institutionals were Vanguard Group Inc. ($515.97M), Morgan Stanley ($436.00M), Select Equity Group L.P. ($349.50M), Kayne Anderson Rudnick Investment Management LLC ($272.93M), Bamco Inc. NY ($269.85M), Wellington Management Group LLP ($246.91M), and AQR Capital Management LLC ($195.64M).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 448 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: Norges Bank ($915.63K), AQR Capital Management LLC ($892.60K), Wellington Management Group LLP ($658.63K), Millennium Management LLC ($492.35K), Arrowstreet Capital Limited Partnership ($327.98K), Invesco Ltd. ($296.70K), and JPMorgan Chase & Co. ($246.95K).

Institutional investors have bought a total of 6,831,457 shares in the last 24 months. This purchase volume represents approximately $1.64B in transactions.

Of the 226 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 ($756.85K), Millennium Management LLC ($512.42K), Massachusetts Financial Services Co. MA ($500.57K), Wasatch Advisors LP ($328.18K), Vanguard Group Inc. ($259.44K), Bamco Inc. NY ($176.69K), and Wellington Management Group LLP ($168.02K).

Institutional investors have sold a total of 4,994,885 shares in the last 24 months. This volume of shares sold represents approximately $1.19B in transactions.


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This page (NASDAQ:MORN) was last updated on 7/6/2026 by MarketBeat.com Staff.
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