Morningstar (MORN) Institutional Ownership $310.65 +1.19 (+0.38%) As of 05/19/2025 04:00 PM Eastern Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSustainabilityTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Morningstar (NASDAQ:MORN)CurrentInstitutional OwnershipPercentage57.02%Number ofInstitutional Buyers(last 12 months)281TotalInstitutional Inflows(last 12 months)$1.16BNumber ofInstitutional Sellers(last 12 months)185TotalInstitutional Outflows(last 12 months)$1.03B 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. Email Address Skip Chart & View Institutional Buying and Selling Data MORN Institutional Buying and Selling by Quarter Morningstar Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/19/2025 Bayforest Capital Ltd855$256K0.1%+19.6%0.002% 5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC109,257$32.76M0.0%+11.1%0.259% 5/16/2025United Services Automobile Association1,765$523K0.0%N/A0.004% 5/16/2025Voleon Capital Management LP 20,930$6.28M0.5%-4.5%0.050% 5/16/2025 Goldman Sachs Group Inc.137,920$41.36M0.0%-40.7%0.326% 5/16/2025Dynamic Technology Lab Private Ltd2,360$708K0.1%+26.9%0.006% 5/16/2025 Select Equity Group L.P.1,172,567$351.62M1.5%-14.7%2.775% 5/16/2025 Sepio Capital LP5,865$1.76M0.1%-1.2%0.014% 5/16/2025 Petrus Trust Company LTA1,542$462K0.0%+54.7%0.004% 5/16/2025 Millennium Management LLC540,795$162.17M0.1%+88.0%1.280% Get the Latest News and Ratings for MORN and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Morningstar and its competitors with MarketBeat's FREE daily newsletter. 5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.178$53K0.0%+23.6%0.000% 5/16/2025 Integrated Wealth Concepts LLC2,163$649K0.0%N/A0.005% 5/16/2025 AQR Capital Management LLC37,163$10.93M0.0%+183.7%0.088% 5/15/2025 Praesidium Investment Management Company LLC101,472$30.43M5.7%+12.7%0.240% 5/15/2025 Cubist Systematic Strategies LLC45,055$13.51M0.1%+688.9%0.107% 5/15/2025 Royal Bank of Canada37,089$11.12M0.0%+106.8%0.088% 5/15/2025 Graham Capital Management L.P.6,223$1.87M0.0%+250.8%0.015% 5/15/2025 MAI Capital Management153$46K0.0%+37.8%0.000% 5/15/2025 Quarry LP321$96K0.0%-40.8%0.001% 5/15/2025 Ashford Capital Management Inc.5,393$1.62M0.2%-0.7%0.013% 5/15/2025 Baird Financial Group Inc.9,503$2.85M0.0%N/A0.022% 5/15/2025 Panagora Asset Management Inc.56,692$17M0.1%+4,970.8%0.134% 5/15/2025 Vident Advisory LLC9,660$2.90M0.0%N/A0.023% 5/15/2025 Magnetar Financial LLC15,496$4.65M0.1%+453.8%0.037% 5/15/2025 Canada Pension Plan Investment Board19,400$5.82M0.0%N/A0.046% 5/15/2025 Parnassus Investments LLC54,242$16.27M0.0%-22.6%0.128% 5/15/2025 WPG Advisers LLC243$73K0.1%N/A0.001% 5/15/2025 Trexquant Investment LP15,879$4.76M0.1%N/A0.038% 5/15/2025 Landscape Capital Management L.L.C.923$277K0.0%N/A0.002% 5/14/2025 B. Metzler seel. Sohn & Co. AG8,517$2.55M0.0%-2.9%0.020% 5/14/2025 Corebridge Financial Inc.30,134$9.04M0.1%-2.4%0.071% 5/14/2025 Comerica Bank8,561$2.57M0.0%-3.9%0.020% 5/14/2025 Kayne Anderson Rudnick Investment Management LLC910,156$272.93M0.7%-6.7%2.154% 5/14/2025 MetLife Investment Management LLC16,159$4.85M0.0%-1.5%0.038% 5/14/2025 Southeast Asset Advisors LLC11,218$3.36M0.4%-4.3%0.027% 5/14/2025 Jump Financial LLC17,070$5.12M0.1%+646.7%0.040% 5/14/2025 AlphaQuest LLC6,510$1.95M0.2%+565.0%0.015% 5/14/2025 Compound Planning Inc.777$233K0.0%+6.6%0.002% 5/14/2025 CW Advisors LLC13,260$3.98M0.0%+32.5%0.031% 5/14/2025 Tribune Investment Group LP36,000$10.80M4.6%+125.0%0.085% Musk’s Project Colossus could mint millionaires (Ad)I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.All the details are waiting for you now — but you need to act before the May 1st funding window clos5/14/2025 Banco Bilbao Vizcaya Argentaria S.A.4,043$1.20M0.0%+80.7%0.010% 5/14/2025 Hsbc Holdings PLC14,042$4.18M0.0%+124.1%0.033% 5/14/2025 Andina Capital Management LLC1,295$388K0.3%N/A0.003% 5/14/2025 Quantbot Technologies LP25,473$7.64M0.2%+363.9%0.060% 5/14/2025 Wellington Management Group LLP1,079,805$323.80M0.1%-0.1%2.556% 5/13/2025 Northern Trust Corp217,616$65.26M0.0%-5.4%0.515% 5/13/2025 Algert Global LLC38,156$11.44M0.3%+2.9%0.090% 5/13/2025 George Kaiser Family Foundation9,349$2.80M0.4%+21.5%0.022% 5/13/2025 Raymond James Financial Inc.58,983$17.69M0.0%+20.4%0.140% 5/13/2025 Cresset Asset Management LLC1,546$464K0.0%+6.4%0.004% 5/13/2025 State of New Jersey Common Pension Fund D8,498$2.55M0.0%-15.7%0.020% 5/13/2025 American Century Companies Inc.8,372$2.51M0.0%+3.2%0.020% 5/13/2025 Ethic Inc.2,481$748K0.0%-3.8%0.006% 5/13/2025 Liontrust Investment Partners LLP322,920$96.83M1.5%-3.2%0.764% 5/13/2025 Fox Run Management L.L.C.2,677$803K0.1%-44.4%0.006% 5/13/2025 Caitong International Asset Management Co. Ltd389$117K0.1%+19,350.0%0.001% 5/13/2025 Russell Investments Group Ltd.18,908$5.67M0.0%+21.2%0.045% 5/13/2025 Callan Family Office LLC864$259K0.0%+10.5%0.002% 5/13/2025 HighTower Advisors LLC15,545$4.66M0.0%-3.3%0.037% 5/12/2025 Motley Fool Asset Management LLC15,310$4.59M0.3%-3.1%0.036% 5/12/2025 Motley Fool Wealth Management LLC21,783$6.53M0.4%-8.2%0.052% 5/12/2025 Nuveen LLC127,617$38.27M0.0%N/A0.302% 5/12/2025 Entropy Technologies LP2,757$827K0.1%+22.2%0.007% 5/12/2025 Polen Capital Management LLC3,534$1.06M0.0%-9.5%0.008% 5/12/2025 Invesco Ltd.76,646$22.98M0.0%-60.5%0.181% 5/12/2025 Benjamin Edwards Inc.2,009$603K0.0%+18.2%0.005% 5/12/2025 Covestor Ltd486$146K0.1%+16.8%0.001% 5/12/2025 MUFG Securities EMEA plc18,000$5.40M0.1%-28.0%0.043% 5/12/2025 Townsquare Capital LLC40,782$12.23M0.1%-3.1%0.097% 5/12/2025 National Bank of Canada FI15,120$4.53M0.0%-46.2%0.036% 5/12/2025 Swiss National Bank54,000$16.19M0.0%-1.5%0.128% 5/12/2025 Maryland State Retirement & Pension System1,247$374K0.0%-18.2%0.003% 5/9/2025 Deutsche Bank AG1,923$577K0.0%+7.0%0.004% 5/9/2025 Headlands Technologies LLC6,999$2.10M0.2%+4,017.1%0.016% 5/9/2025 Charles Schwab Investment Management Inc.196,465$58.91M0.0%+1.2%0.459% 5/9/2025 Vanguard Group Inc.2,660,458$797.79M0.0%-5.1%6.211% 5/9/2025 Planning Alternatives Ltd. ADV2,407$722K0.1%+6.8%0.006% 5/9/2025 New Age Alpha Advisors LLC5,471$1.64M0.1%N/A0.013% 5/9/2025 Empire Life Investments Inc.7,061$2.12M0.1%+3.7%0.016% 5/9/2025 Bank of Nova Scotia44,500$13.34M0.0%+134.2%0.104% 5/9/2025 R Squared Ltd2,240$672K0.7%+1,766.7%0.005% 5/9/2025 PNC Financial Services Group Inc.1,791$537K0.0%-6.5%0.004% 5/8/2025 Commerce Bank10,771$3.23M0.0%+6.0%0.025% 5/8/2025Jefferies Financial Group Inc.1,783$535K0.0%N/A0.004% 5/8/2025 US Bancorp DE7,914$2.37M0.0%-17.5%0.018% 5/8/2025 Wealthquest Corp9,365$2.81M0.1%N/A0.022% 5/8/2025 Dearborn Partners LLC1,546$464K0.0%+16.2%0.004% 5/8/2025 Bayforest Capital Ltd855$256K0.1%+19.6%0.002% 5/8/2025 XTX Topco Ltd6,558$1.97M0.1%+762.9%0.015% 5/8/2025 GSA Capital Partners LLP2,669$800K0.1%N/A0.006% 3..2..1.. AI 2.0 ignition (don’t sleep on this) (Ad)I just put together an urgent new presentation that you need to see right away. 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Click to find out what Nvidia’s CEO might reveal… and how Sykes is preparing to ride the wave.5/8/2025 Premier Fund Managers Ltd170,068$50.34M1.9%+13.4%0.397% 5/8/2025 Federated Hermes Inc.2,115$634K0.0%-4.5%0.005% 5/7/2025 Meeder Asset Management Inc.255$76K0.0%-23.0%0.001% 5/7/2025 Norden Group LLC6,837$2.05M0.2%-20.0%0.016% 5/7/2025 Mackenzie Financial Corp3,372$1.01M0.0%+24.2%0.008% 5/7/2025 Bryce Point Capital LLC2,365$712K0.6%-21.2%0.006% 5/7/2025 LPL Financial LLC5,836$1.75M0.0%+14.6%0.014% 5/7/2025 Zurcher Kantonalbank Zurich Cantonalbank 7,029$2.11M0.0%+3.1%0.016% 5/7/2025 Accretive Wealth Partners LLC3,794$1.11M0.4%+11.2%0.009% 5/7/2025 HB Wealth Management LLC2,733$820K0.0%N/A0.006% (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, 436 institutional investors and hedge funds held shares of Morningstar. The most heavily invested institutionals were Vanguard Group Inc. ($797.79M), Morgan Stanley ($458.48M), Bamco Inc. NY ($439.52M), Bank of America Corp DE ($438.91M), Select Equity Group L.P. ($351.62M), Wellington Management Group LLP ($323.80M), and Kayne Anderson Rudnick Investment Management LLC ($272.93M).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 368 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 ($644.73K), Norges Bank ($631.47K), Massachusetts Financial Services Co. MA ($555.40K), Millennium Management LLC ($447.26K), Kayne Anderson Rudnick Investment Management LLC ($378.67K), M&G Plc ($182.81K), and Portside Wealth Group LLC ($179.86K). How much institutional buying is happening at Morningstar? Institutional investors have bought a total of 7,690,878 shares in the last 24 months. This purchase volume represents approximately $2.16B in transactions. Which Morningstar major shareholders have been selling company stock? Of the 224 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. ($747.31K), Massachusetts Financial Services Co. MA ($339.45K), Kayne Anderson Rudnick Investment Management LLC ($300.47K), Bank of America Corp DE ($253.26K), Millennium Management LLC ($207.45K), Goldman Sachs Group Inc. ($206.11K), and Principal Financial Group Inc. ($198.20K). How much institutional selling is happening at Morningstar? Institutional investors have sold a total of 4,443,624 shares in the last 24 months. This volume of shares sold represents approximately $1.33B in transactions. Related Companies New York Times Institutional Ownership Shutterstock Institutional Ownership Daily Journal Institutional Ownership Scholastic Institutional Ownership Value Line Institutional Ownership MarketWise Institutional Ownership Thomson Reuters Institutional Ownership Ameriprise Financial Institutional Ownership Blue Owl Capital Institutional Ownership TPG Institutional Ownership This page (NASDAQ:MORN) was last updated on 5/20/2025 by MarketBeat.com Staff From Our PartnersThe DOJ Just Said Your Money Isn’t YoursWhat If Washington Declared That: YOUR Money ISN'T Actually Yours? Sounds insane, but that's exactly what ...Priority Gold | SponsoredGold Hits New Highs as Global Markets SpiralWhen Trump took office in 2017, gold was just $1,100 an ounce. 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