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NASDAQ:MORN

Morningstar Institutional Ownership

$200.10
+0.70 (+0.35 %)
(As of 11/30/2020 12:00 AM ET)
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Today's Range
$199.43
Now: $200.10
$201.15
50-Day Range
$178.77
MA: $195.43
$213.61
52-Week Range
$102.59
Now: $200.10
$215.87
Volume105,606 shs
Average Volume98,290 shs
Market Capitalization$8.57 billion
P/E Ratio49.16
Dividend Yield0.60%
Beta1.1

Institutional Ownership

Institutional Ownership Changes (13F Filings) for Morningstar (NASDAQ:MORN)

Institutional Ownership Percentage: 47.97%

Institutional Buying and Selling by Quarter


Morningstar (NASDAQ MORN) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
11/23/2020Bank of Stockton7,024$1.13M0.5%+7.7%0.016%
11/19/2020Schonfeld Strategic Advisors LLC2,252$0.36M0.0%N/A0.005%
11/18/2020Great West Life Assurance Co. Can1,922$0.31M0.0%+8.1%0.004%
11/17/2020Public Employees Retirement System of Ohio8,781$1.41M0.0%-55.6%0.021%
11/17/2020Paloma Partners Management Co2,405$0.39M0.0%N/A0.006%
11/17/2020California State Teachers Retirement System37,941$6.09M0.0%+2.3%0.089%
11/17/2020Jane Street Group LLC4,306$0.69M0.0%N/A0.010%
11/17/2020BNC Wealth Management LLC950$0.15M0.1%N/A0.002%
11/17/2020Schonfeld Strategic Advisors LLC2,252$0.36M0.0%N/A0.005%
11/17/2020Grandeur Peak Global Advisors LLC3,550$0.57M0.0%+39.2%0.008%
11/16/2020Point72 Hong Kong Ltd1,309$0.21M0.0%N/A0.003%
11/16/2020Cubist Systematic Strategies LLC5,262$0.85M0.0%N/A0.012%
11/16/2020AQR Capital Management LLC17,643$2.82M0.0%-39.3%0.041%
11/16/2020Squarepoint Ops LLC3,603$0.58M0.0%N/A0.008%
11/16/2020Ashford Capital Management Inc.3,819$0.61M0.1%+16.0%0.009%
11/13/2020Morgan Stanley48,144$7.73M0.0%+1.7%0.112%
11/13/2020Segall Bryant & Hamill LLC25,371$4.07M0.1%+127.0%0.059%
11/13/2020Charles Schwab Investment Management Inc.115,071$18.48M0.0%-4.0%0.269%
11/13/2020UBS Asset Management Americas Inc.29,263$4.70M0.0%-1.4%0.068%
11/13/2020Wolverine Trading LLC2,065$0.33M0.0%N/A0.005%
11/13/2020Farr Miller & Washington LLC DC4,726$0.76M0.1%+5.5%0.011%
11/13/2020Great West Life Assurance Co. Can404,519$5.68M0.0%+22,651.3%0.944%
11/13/2020McIlrath & Eck LLC320$51K0.0%N/A0.001%
11/13/2020Champlain Investment Partners LLC310,310$49.84M0.3%-0.4%0.724%
11/12/2020JPMorgan Chase & Co.828,027$131.90M0.0%+0.3%1.933%
11/12/2020AlphaCrest Capital Management LLC1,644$0.26M0.0%-43.3%0.004%
11/12/2020Arrowstreet Capital Limited Partnership67,040$10.77M0.0%-19.9%0.157%
11/12/2020Royce & Associates LP456,131$73.26M0.8%-5.1%1.065%
11/12/2020Column Capital Advisors LLC428$69K0.0%+19.6%0.001%
11/12/2020O Shaughnessy Asset Management LLC495$80K0.0%N/A0.001%
11/12/2020Virginia Retirement Systems ET AL2,000$0.32M0.0%N/A0.005%
11/11/2020Thrivent Financial for Lutherans4,510$0.72M0.0%+38.2%0.011%
11/11/2020Wasatch Advisors Inc.822,991$132.18M0.8%+27.2%1.921%
11/10/2020Fisher Asset Management LLC26,218$4.21M0.0%+0.6%0.061%
11/10/2020Altshuler Shaham Ltd779$0.13M0.0%-25.5%0.002%
11/10/2020State Street Corp286,890$46.08M0.0%-3.7%0.670%
11/10/2020Eqis Capital Management Inc.3,307$0.53M0.1%+1.7%0.008%
11/9/2020Canton Hathaway LLC819$0.13M0.1%N/A0.002%
11/9/2020Acadian Asset Management LLC469$75K0.0%N/A0.001%
11/9/2020CI Investments Inc.116,823$18.76M0.1%+13.4%0.273%
11/9/2020Black Creek Investment Management Inc.6,500$1.04M0.0%-14.5%0.015%
11/9/2020Victory Capital Management Inc.47,585$7.64M0.0%+4.3%0.111%
11/9/2020Swiss National Bank53,300$8.56M0.0%+1.3%0.124%
11/6/2020Sei Investments Co.64,624$10.24M0.0%+0.3%0.151%
11/6/2020Commerce Bank26,282$4.22M0.0%+4.1%0.061%
11/6/2020BlackRock Inc.1,025,652$164.73M0.0%-1.8%2.395%
11/6/2020M&T Bank Corp8,749$1.41M0.0%-2.0%0.020%
11/6/2020Trexquant Investment LP2,337$0.38M0.0%N/A0.005%
11/6/2020Aperio Group LLC82,065$13.18M0.0%+38.3%0.192%
11/6/2020Principal Financial Group Inc.154,146$24.76M0.0%+21.1%0.360%
11/6/2020GSA Capital Partners LLP8,117$1.30M0.2%+224.0%0.019%
11/6/2020Blair William & Co. IL22,513$3.62M0.0%-1.9%0.052%
11/6/2020Janney Montgomery Scott LLC2,173$0.35M0.0%+2.5%0.005%
11/5/2020New York State Common Retirement Fund241,055$38.72M0.0%+10.0%0.562%
11/5/2020California Public Employees Retirement System49,733$7.99M0.0%+2.9%0.116%
11/5/2020First Trust Advisors LP55,669$8.94M0.0%+70.2%0.130%
11/5/2020Wells Fargo & Company MN185,756$29.83M0.0%-3.9%0.434%
11/4/2020Raymond James Financial Services Advisors Inc.9,584$1.54M0.0%N/A0.022%
11/3/2020Signaturefd LLC506$81K0.0%-18.3%0.001%
11/3/2020GWM Advisors LLC4,654$0.75M0.0%+5.9%0.011%
11/2/2020Iridian Asset Management LLC CT11,610$1.87M0.0%+37.4%0.027%
11/2/2020Teacher Retirement System of Texas1,337$0.22M0.0%N/A0.003%
11/2/2020Daiwa Securities Group Inc.27,307$4.39M0.0%+23.5%0.064%
11/2/2020YHB Investment Advisors Inc.23,313$3.74M0.4%-5.9%0.054%
10/30/2020Kornitzer Capital Management Inc. KS46,940$7.54M0.1%+459.5%0.109%
10/30/2020BNP Paribas Arbitrage SA1,353$0.22M0.0%-34.3%0.003%
10/30/2020Comerica Bank1,835$0.34M0.0%+7.6%0.004%
10/30/2020Amalgamated Bank4,107$0.66M0.0%-2.2%0.010%
10/30/2020WINTON GROUP Ltd8,587$1.38M0.0%+189.4%0.020%
10/29/2020Cambridge Investment Research Advisors Inc.1,799$0.29M0.0%N/A0.004%
10/27/2020Parallel Advisors LLC1,672$0.27M0.0%+50.9%0.004%
10/26/2020Bradley Foster & Sargent Inc. CT3,021$0.49M0.0%N/A0.007%
10/23/2020Pelham Global Financials Ltd.151,363$24.31M11.3%+23.2%0.353%
10/22/2020Copeland Capital Management LLC182,465$29.31M1.6%+10.8%0.425%
10/22/2020Procyon Private Wealth Partners LLC1,361$0.22M0.1%+16.2%0.003%
10/21/2020Great Valley Advisor Group Inc.3,652$0.59M0.1%-11.7%0.009%
10/20/2020Stanley Laman Group Ltd.2,180$0.35M0.1%+4.2%0.005%
10/20/2020TrimTabs Asset Management LLC7,226$1.30M0.7%+55.6%0.017%
10/19/2020Confluence Investment Management LLC114,805$18.44M0.3%-2.7%0.267%
10/19/2020Capital Investment Counsel Inc1,250$0.20M0.1%N/A0.003%
10/19/2020Vestmark Advisory Solutions Inc.2,190$0.35M0.0%-19.8%0.005%
10/16/2020Cardinal Capital Management13,060$2.10M0.6%+2.0%0.030%
10/14/2020Avantax Advisory Services Inc.2,444$0.39M0.0%+4.1%0.006%
10/14/2020Boston Trust Walden Corp162,493$26.10M0.3%+4.6%0.379%
10/13/2020Chicago Capital LLC135,090$21.70M1.1%-5.3%0.315%
10/9/2020Envestnet Asset Management Inc.22,933$3.68M0.0%+1.5%0.053%
10/7/2020Assenagon Asset Management S.A.10,485$1.68M0.0%N/A0.024%
9/22/2020Atria Investments LLC12,493$1.76M0.1%N/A0.029%
9/15/2020Two Sigma Advisers LP4,400$0.62M0.0%-22.8%0.010%
9/4/2020Principal Financial Group Inc.127,315$17.95M0.0%+97.8%0.297%
8/28/2020PNC Financial Services Group Inc.1,409$0.20M0.0%+13.2%0.003%
8/27/2020Neuberger Berman Group LLC9,667$1.36M0.0%+5.0%0.023%
8/26/2020Handelsbanken Fonder AB4,672$0.66M0.0%N/A0.011%
8/25/2020Nuveen Asset Management LLC141,671$19.97M0.0%+31.7%0.330%
8/20/2020Charles Schwab Investment Management Inc.119,810$16.89M0.0%-3.7%0.279%
8/18/2020Equitable Trust Co.2,000$0.28M0.0%-37.8%0.005%
8/17/2020Ashford Capital Management Inc.3,293$0.46M0.1%-43.7%0.008%
8/17/2020AQR Capital Management LLC29,076$4.07M0.0%-58.6%0.068%
8/17/2020California State Teachers Retirement System37,094$5.23M0.0%+11.3%0.086%
8/17/2020Townsquare Capital LLC8,448$1.27M0.1%+0.9%0.020%
(Data available from 1/1/2016 forward)

This page was last updated on 12/1/2020 by MarketBeat.com Staff

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