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Morningstar (MORN) Institutional Ownership

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$209.40 -6.36 (-2.95%)
As of 09/4/2026 04:00 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)
258
Total
Institutional Inflows
(last 12 months)
$2.68B
Number of
Institutional Sellers
(last 12 months)
203
Total
Institutional Outflows
(last 12 months)
$969.55M
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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
8/27/2026 Corient Private Wealth LP10,796$1.68M0.0%-43.6%0.029%
8/26/2026 HighTower Advisors LLC7,933$1.24M0.0%-12.6%0.021%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al9,400$1.47M0.0%N/A0.025%
8/24/2026 California State Teachers Retirement System3,580,971$558.70M0.0%+12,070.7%9.547%
8/23/2026 HB Wealth Management LLC2,562$400K0.0%+45.1%0.007%
8/22/2026 AlphaGrep UK Ltd4,414$689K0.2%N/A0.012%
8/22/2026 denkapparat Operations GmbH6,596$1.03M0.3%+44.2%0.018%
8/22/2026 TD Waterhouse Canada Inc.435$70K0.0%-45.6%0.001%
8/22/2026 Barlow Wealth Partners LLC57,602$9.51M1.0%-0.2%0.154%
8/21/2026 Nykredit A S1,206$188K0.0%N/A0.003%
8/21/2026 Keeler Thomas Management LLC3,348$522K0.2%+14.3%0.009%
8/20/2026 Benjamin Edwards Inc.33,499$5.23M0.0%-3.5%0.089%
8/20/2026 Wedbush Securities Inc.6,031$941K0.0%+2.7%0.016%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC61,984$9.67M0.0%-10.5%0.165%
8/19/2026 Hsbc Holdings PLC2,337$364K0.0%-77.0%0.006%
8/19/2026 Wellington Management Group LLP1,493,037$232.94M0.0%-10.2%3.980%
8/18/2026 Dearborn Partners LLC8,465$1.32M0.1%N/A0.023%
8/18/2026Jefferies Financial Group Inc.3,676$574K0.0%N/A0.010%
8/18/2026 Public Employees Retirement System of Ohio5,785$903K0.0%N/A0.015%
8/17/2026 Redwood Investment Management LLC13,997$2.18M0.2%N/A0.037%
8/17/2026 Corient Private Wealth LP7,586$1.18M0.0%N/A0.020%
8/17/2026 Bamco Inc. NY3,499,146$545.94M0.8%N/A9.329%
8/17/2026 Bank of America Corp DE192,610$30.05M0.0%N/A0.513%
8/15/2026 American Capital Management Inc.114,947$17.93M0.8%N/A0.306%
8/15/2026 Caisse de depot et placement du Quebec8,600$1.34M0.0%N/A0.023%
8/15/2026 Jupiter Topco LLC91,390$14.26M0.0%N/A0.244%
8/14/2026 Hsbc Holdings PLC2,337$364K0.0%N/A0.006%
8/14/2026 Canada Pension Plan Investment Board50,700$7.91M0.0%N/A0.135%
8/14/2026 Legal & General Group Plc27,422$4.28M0.0%N/A0.073%
8/14/2026 The Manufacturers Life Insurance Company15,846$2.47M0.0%N/A0.042%
8/14/2026 Dearborn Partners LLC8,680$1.47M0.1%N/A0.023%
8/14/2026 Algert Global LLC35,197$5.49M0.1%-28.1%0.094%
8/13/2026 Sanctuary Advisors LLC3,295$514K0.0%N/A0.009%
8/13/2026 Globeflex Capital L P780$122K0.0%N/A0.002%
8/12/2026 Quantbot Technologies LP13,602$2.12M0.1%N/A0.036%
8/12/2026 Westpac Banking Corp819$128K0.0%N/A0.002%
8/12/2026 Ieq Capital LLC53,907$8.41M0.0%N/A0.144%
8/12/2026 Callan Family Office LLC5,421$846K0.0%N/A0.014%
8/11/2026 Allworth Financial LP1,505$235K0.0%N/A0.004%
8/11/2026 Advisors Preferred LLC4,259$707K0.1%N/A0.011%
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8/11/2026 Aurora Investment Counsel9,515$1.49M0.8%N/A0.025%
8/10/2026 Diversify Advisory Services LLC1,224$223K0.0%N/A0.003%
8/8/2026 Meeder Asset Management Inc.11,232$1.75M0.1%N/A0.030%
8/7/2026 Citizens Financial Group Inc. RI1,450$226K0.0%N/A0.004%
8/7/2026 MidFirst Bank18,560$2.90M0.2%N/A0.049%
8/7/2026 BlackRock Inc.2,081,736$324.79M0.0%N/A5.550%
8/7/2026 Pallas Capital Advisors LLC1,663$259K0.0%N/A0.004%
8/7/2026 Deutsche Bank AG2,554$398K0.0%N/A0.007%
8/6/2026 Global Retirement Partners LLC312$49K0.0%N/A0.001%
8/6/2026 Bank of New York Mellon Corp232,481$36.27M0.0%N/A0.620%
8/6/2026 Focus Partners Advisor Solutions LLC3,206$500K0.0%N/A0.009%
8/6/2026 State of Wyoming1,199$187K0.0%N/A0.003%
7/9/2026 Fluent Financial LLC14,362$2.24M0.8%+150.0%0.038%
7/7/2026 GAMMA Investing LLC420$66K0.0%-23.4%0.001%
7/7/2026 Grove Bank & Trust158$25K0.0%N/A0.000%
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%
6/18/2026 Pacer Advisors Inc.2,780$470K0.0%-3.6%0.007%
6/3/2026 Parallel Advisors LLC1,292$218K0.0%-9.5%0.003%
6/3/2026 NewEdge Advisors LLC1,491$252K0.0%+31.6%0.004%
5/28/2026 Henshaw Capital LLC11,638$1.97M0.1%-7.0%0.031%
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%
5/19/2026Janus 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 Company16,168$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%
5/14/2026Gibbs 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%
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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%


MORN Institutional Ownership - Frequently Asked Questions

During the previous two years, 524 institutional investors and hedge funds held shares of Morningstar. The most heavily invested institutionals were California State Teachers Retirement System ($558.70M), Bamco Inc. NY ($545.94M), Vanguard Group Inc. ($515.97M), Morgan Stanley ($436.00M), Select Equity Group L.P. ($349.50M), BlackRock Inc. ($324.79M), and Kayne Anderson Rudnick Investment Management LLC ($272.93M).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 449 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: Bamco Inc. NY ($3.62M), California State Teachers Retirement System ($3.56M), BlackRock Inc. ($2.08M), Norges Bank ($915.63K), AQR Capital Management LLC ($892.60K), Wellington Management Group LLP ($658.63K), and Arrowstreet Capital Limited Partnership ($327.98K).

Institutional investors have bought a total of 15,211,053 shares in the last 24 months. This purchase volume represents approximately $2.68B in transactions.

Of the 203 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 ($752.47K), Millennium Management LLC ($512.42K), Wellington Management Group LLP ($337.38K), Wasatch Advisors LP ($308.73K), Massachusetts Financial Services Co. MA ($278.45K), Vanguard Group Inc. ($259.44K), and Bamco Inc. NY ($172.51K).

Institutional investors have sold a total of 4,388,079 shares in the last 24 months. This volume of shares sold represents approximately $969.55M in transactions.


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Institutional ownership data for NASDAQ:MORN is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
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