Morningstar, Inc. (MORN) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

42,200,000Shares Outstanding

24,559,057Shares held by institutions

$4,149,498,271Value of institutional holdings

58.20%Institutional ownership %

-2.50%Shares Changed QoQ

462No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Morningstar, Inc. (NASDAQ:MORN) appears in 461 institutional 13F filings for the quarter ending December 2025.

They owned 57.9% of outstanding stock in December 2025, down from 60.9% the prior quarter.
Their total shares held in MORN decreased -2.77% quarter over quarter, and separately, investors owning Morningstar increased 3.13% from a year ago.
Activity in MORN broke down as 229 buyers, 187 sellers, and 45 unchanged among 461 total holders.
In total, institutional investors held 24.43Mn shares in Morningstar as of December 2025, down by 696.67K shares quarter on quarter, and down 4.62Mn shares year over year.
CONFLUENCE INVESTMENT MANAGEMENT LLC leads ownership in MORN with 177.57K shares as of December 31, 2025, equal to 0.42% of outstanding shares.
Top purchasers of MORN stock for the quarter ending December 2025 included CONFLUENCE INVESTMENT MANAGEMENT LLC (106.54K), SG Americas Securities, LLC (31.85K), OP Asset Management Ltd (16.47K), Oak Thistle LLC (9.83K), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (7.61K).
The biggest sellers of Morningstar for the quarter ending December 2025 included YHB Investment Advisors, Inc. (7.18K), Fluent Financial, LLC (5.95K), Merit Financial Group, LLC (3.16K), Berkeley, Inc (1.82K), YOUSIF CAPITAL MANAGEMENT, LLC (613).
Morningstar's 10 largest shareholders as of December 2025 include CONFLUENCE INVESTMENT MANAGEMENT LLC (177.57K), CONGRESS ASSET MANAGEMENT CO (77.4K), Chicago Capital, LLC (74.16K), BARLOW WEALTH PARTNERS, LLC (57.72K), SG Americas Securities, LLC (46.94K), Retirement Systems of Alabama (28.15K), OP Asset Management Ltd (24.29K), State of Alaska, Department of Revenue (16.87K), Berkeley, Inc (15.57K), Cardinal Capital Management (13.78K) per Business Quant data.

466 Institutional Holders

24,559,057 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VANGUARD GROUP INC	31 Dec, 2025	2,374,364	-235,971	-9.04%	$515,973,040.00
BlackRock, Inc.	31 Dec, 2025	2,363,201	-31,627	-1.32%	$513,547,210.00
Morgan Stanley	31 Dec, 2025	2,006,325	47,360	2.42%	$435,994,970.00
Select Equity Group, L.P.	31 Dec, 2025	1,522,492	-581,210	-27.63%	$330,852,737.00
BAMCO INC /NY/	31 Dec, 2025	1,241,794	-172,511	-12.20%	$269,854,254.00
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	1,136,213	523,387	85.41%	$246,910,447.00
AQR CAPITAL MANAGEMENT LLC	31 Dec, 2025	900,297	292,053	48.02%	$195,643,517.00
State Street Corp	31 Dec, 2025	746,907	-16,316	-2.14%	$162,310,360.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	596,982	-18,813	-3.06%	$129,750,101.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	471,971	51,844	12.34%	$102,566,007.00
JANE STREET GROUP, LLC	31 Dec, 2025	424,271	299,672	240.51%	$92,198,331.00
TWO SIGMA INVESTMENTS, LP	31 Dec, 2025	382,454	96,279	33.64%	$83,111,079.00
Jpmorgan Chase & Co	31 Dec, 2025	365,560	-271,396	-42.61%	$79,439,843.00
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	31 Dec, 2025	361,687	-89,555	-19.85%	$78,598,202.00
TWO SIGMA ADVISERS, LP	31 Dec, 2025	354,200	193,400	120.27%	$76,971,202.00
MILLENNIUM MANAGEMENT LLC	31 Dec, 2025	343,833	45,092	15.09%	$74,718,349.00
WASATCH ADVISORS LP	31 Dec, 2025	336,065	-35,818	-9.63%	$73,030,285.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	323,770	-137,000	-29.73%	$70,358,459.00
UBS Group AG	31 Dec, 2025	295,347	138,605	88.43%	$64,181,856.00
NORGES BANK	31 Dec, 2025	286,994	286,994	0.00%	$62,366,666.00

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