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Morningstar (MORN) Institutional Ownership

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$175.87 -1.87 (-1.05%)
As of 01:50 PM Eastern
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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)
302
Total
Institutional Inflows
(last 12 months)
$1.64B
Number of
Institutional Sellers
(last 12 months)
225
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
5/21/2026 Essential Partners LLC627$106K0.0%-32.7%0.002%
5/19/2026 Bank of America Corp DE183,575$31.03M0.0%+11.7%0.483%
5/19/2026 Janus Henderson Group PLC89,885$15.20M0.0%+56.1%0.236%
5/18/2026 Amundi1,775$300K0.0%+27.0%0.005%
5/18/2026 EverSource Wealth Advisors LLC616$104K0.0%-24.8%0.002%
5/18/2026 California State Teachers Retirement System29,423$4.97M0.0%+15.8%0.077%
5/18/2026 Royal Bank of Canada22,471$3.80M0.0%+156.9%0.059%
5/16/2026 American Capital Management Inc.108,340$18.32M1.0%-4.2%0.285%
5/16/2026 The Manufacturers Life Insurance Company 16,168$2.73M0.0%-9.1%0.043%
5/16/2026 Quantinno Capital Management LP186,946$31.60M0.1%-1.0%0.492%
5/16/2026 Lazard Asset Management LLC14,737$2.49M0.0%+23.7%0.039%
5/15/2026 Waverly Advisors LLC21,153$3.58M0.0%N/A0.056%
5/15/2026 Epoch Investment Partners Inc.4,547$769K0.0%-40.4%0.012%
5/15/2026 Entropy Technologies LP1,565$265K0.0%-64.7%0.004%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund6,600$1.12M0.0%-72.0%0.017%
5/14/2026 Renaissance Technologies LLC448,870$75.88M0.1%+38.6%1.180%
5/14/2026 Public Employees Retirement System of Ohio6,411$1.08M0.0%-7.8%0.017%
5/14/2026 Arrowstreet Capital Limited Partnership394,931$66.76M0.0%+38.5%1.038%
5/14/2026 Caxton Associates LLP24,977$4.22M0.1%N/A0.066%
5/14/2026 Inceptionr LLC3,070$519K0.1%N/A0.008%
5/14/2026 Capula Management Ltd2,760$467K0.0%N/A0.007%
5/14/2026 Bank of Nova Scotia28,000$4.73M0.0%-18.1%0.074%
5/14/2026 Gibbs Wealth Management1,753$296K0.0%-28.0%0.005%
5/14/2026 Sei Investments Co.189,302$32.00M0.0%+219.4%0.498%
5/14/2026 Walleye Capital LLC20,166$3.41M0.0%N/A0.053%
5/14/2026 Globeflex Capital L P780$132K0.0%N/A0.002%
5/14/2026 State of Wyoming628$106K0.0%-49.7%0.002%
5/13/2026 Cetera Investment Advisers5,045$853K0.0%-14.0%0.013%
5/13/2026 CI Investments Inc.2,292$387K0.0%-93.5%0.006%
5/13/2026 First Trust Advisors LP25,731$4.35M0.0%-59.9%0.068%
5/12/2026 Westpac Banking Corp834$141K0.0%+61.0%0.002%
5/8/2026 PNC Financial Services Group Inc.1,007$170K0.0%+15.6%0.003%
5/8/2026 Cassaday & Co Wealth Management LLC155$26K0.0%N/A0.000%
5/7/2026 Meeder Asset Management Inc.55,614$9.40M0.5%-3.6%0.146%
5/7/2026 Dimensional Fund Advisors LP517,769$87.51M0.0%+9.7%1.361%
5/7/2026 Parallel Advisors LLC1,292$218K0.0%-9.5%0.003%
5/7/2026 Planning Alternatives Ltd. ADV2,197$371K0.0%-6.8%0.006%
5/7/2026 Swiss National Bank48,800$8.25M0.0%-2.4%0.128%
5/6/2026 Aurora Investment Counsel9,525$1.61M0.9%-0.7%0.025%
5/6/2026 California Public Employees Retirement System33,381$5.64M0.0%-5.9%0.088%
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5/6/2026 Ceera Investments LLC7,436$1.26M0.6%-8.2%0.020%
5/6/2026 Kera Capital Partners Inc.2,601$440K0.1%-23.4%0.007%
5/6/2026 Copeland Capital Management LLC135,215$22.86M0.5%+28.4%0.356%
5/6/2026 Bessemer Group Inc.2,394$405K0.0%-62.7%0.006%
5/6/2026 Allspring Global Investments Holdings LLC27,428$4.66M0.0%+1,976.3%0.072%
5/5/2026 Bank of New York Mellon Corp175,006$29.59M0.0%+3.0%0.460%
5/5/2026 Sanctuary Advisors LLC3,074$520K0.0%+29.3%0.008%
5/5/2026 Hillsdale Investment Management Inc.6,810$1.15M0.0%N/A0.018%
5/4/2026 Calamos Wealth Management LLC1,881$318K0.0%N/A0.005%
5/4/2026 Calamos Advisors LLC1,881$318K0.0%N/A0.005%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management1,257$212K0.0%+32.6%0.003%
5/4/2026 State of Michigan Retirement System5,500$930K0.0%-1.8%0.014%
5/4/2026 Principal Financial Group Inc.77,073$13.03M0.0%-12.5%0.203%
5/4/2026 Chicago Partners Investment Group LLC2,449$456K0.0%+7.3%0.006%
5/4/2026 Procyon Advisors LLC1,680$284K0.0%-6.3%0.004%
5/2/2026 Diversify Wealth Management LLC5,951$1.12M0.0%+42.8%0.016%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS5,752$972K0.0%-3.6%0.015%
5/1/2026 Fifth Third Bancorp6,933$1.17M0.0%+2,122.1%0.018%
5/1/2026 Sequoia Financial Advisors LLC1,872$316K0.0%-36.8%0.005%
5/1/2026 Kornitzer Capital Management Inc. KS2,064$349K0.0%-85.1%0.005%
4/30/2026 Hsbc Holdings PLC10,149$1.71M0.0%+2.3%0.026%
4/30/2026 Personal CFO Solutions LLC1,840$311K0.0%+8.0%0.005%
4/29/2026 R Squared Ltd2,551$431K0.2%-21.3%0.007%
4/28/2026 Abel Hall LLC1,233$208K0.0%N/A0.003%
4/28/2026 AdvisorShares Investments LLC2,720$460K0.1%+22.5%0.007%
4/28/2026 Praxis Investment Management Inc.1,903$322K0.0%N/A0.005%
4/27/2026 HB Wealth Management LLC1,766$299K0.0%-46.8%0.005%
4/27/2026 New York State Teachers Retirement System4,738$801K0.0%-15.4%0.012%
4/27/2026 Y Intercept Hong Kong Ltd9,583$1.62M0.0%+105.8%0.025%
4/22/2026 Janney Montgomery Scott LLC2,236$378K0.0%N/A0.006%
4/22/2026 Pictet Asset Management Holding SA4,119$696K0.0%+6.1%0.011%
4/22/2026 Sterling Capital Management LLC334$56K0.0%-38.0%0.001%
4/21/2026 GHP Investment Advisors Inc.2,486$420K0.0%N/A0.006%
4/21/2026 Aaron Wealth Advisors LLC3,323$562K0.0%+50.9%0.009%
4/21/2026 Louisiana State Employees Retirement System6,700$1.13M0.0%N/A0.017%
4/20/2026 OP Asset Management Ltd12,147$2.05M0.0%N/A0.032%
4/16/2026 SG Americas Securities LLC46,937$7.94M0.0%+211.0%0.122%
3/20/2026 Hsbc Holdings PLC9,920$2.16M0.0%-64.2%0.025%
3/9/2026 Corient Private Wealth LLC21,531$4.68M0.0%+7.0%0.054%
3/6/2026 Hsbc Holdings PLC9,920$2.16M0.0%-64.2%0.025%
2/25/2026 MidFirst Bank15,647$3.40M0.3%N/A0.040%
2/24/2026 Pacer Advisors Inc.2,884$627K0.0%-37.7%0.007%
2/23/2026 Kera Capital Partners Inc.3,396$686K0.1%N/A0.009%
2/19/2026 Invesco Ltd.271,999$59.11M0.0%-8.2%0.687%
2/19/2026 Corient Private Wealth LLC260,978$56.71M0.0%+1,196.5%0.659%
2/19/2026 Alberta Investment Management Corp6,300$1.37M0.0%N/A0.016%
2/18/2026 Mercer Global Advisors Inc. ADV10,061$2.19M0.0%+153.0%0.024%
2/18/2026 Vident Advisory LLC14,429$3.14M0.0%+4.5%0.035%
2/18/2026 State of Tennessee Department of Treasury10,031$2.03M0.0%-4.1%0.024%
2/18/2026 Mackenzie Financial Corp2,860$622K0.0%-18.3%0.007%
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2/18/2026 NewEdge Advisors LLC1,133$246K0.0%+1,352.6%0.003%
2/18/2026 XTX Topco Ltd30,112$6.54M0.2%+1,007.1%0.073%
2/18/2026 Kensington Investment Counsel LLC7,100$1.54M0.6%-25.8%0.017%
2/18/2026 Voloridge Investment Management LLC226,605$49.24M0.2%+21.1%0.551%
2/18/2026 Wellington Management Group LLP1,136,213$246.91M0.1%+85.4%2.762%
2/18/2026 SummitTX Capital L.P.1,393$303K0.0%N/A0.003%
2/18/2026 Tudor Investment Corp ET AL4,710$1.02M0.0%-47.8%0.011%
2/18/2026 Numerai GP LLC11,688$2.54M0.3%+239.1%0.028%
2/18/2026 Occudo Quantitative Strategies LP8,227$1.79M0.1%+433.2%0.020%
2/18/2026 Millennium Management LLC343,833$74.72M0.0%+15.1%0.836%


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 6,832,910 shares in the last 24 months. This purchase volume represents approximately $1.64B in transactions.

Of the 225 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 4,983,068 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 5/27/2026 by MarketBeat.com Staff.
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