Morningstar, Inc. (MORN) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

41,254,480Shares Outstanding

84,771Shares held by institutions

$13,420,097Value of institutional holdings

57.60%Institutional ownership %

-1.95%Shares Changed QoQ

445No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Morningstar, Inc. (NASDAQ:MORN) currently has 445 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

The percentage of Morningstar owned by institutions changed from 59.9% in September 2025 to 57.6% in December 2025, marking a slight down trend.
In percentage terms, this reflects as a holdings change of -1.95% quarter on quarter, and a decrease of 0.45% year over year.
Of these 445 institutional investors, 223 increased their holdings in Morningstar, while 178 of them reduced positions, and 44 investors maintained their exposure.
The total number of shares held by institutions in Morningstar decreased to 23.76Mn as of December 2025, a net change of down by 471.94K shares quarter on quarter, and down 1.95Mn shares year over year.
As of December 31, 2025, VANGUARD GROUP INC held Morningstar's largest shareholding position with over 2.37Mn shares, representing 5.76% of total outstanding shares.
Among the most significant buyers of Morningstar during December 2025 were WELLINGTON MANAGEMENT GROUP LLP (523.39K), JANE STREET GROUP, LLC (301.67K), AQR CAPITAL MANAGEMENT LLC (292.05K), NORGES BANK (286.99K), TWO SIGMA ADVISERS, LP (193.40K).
Leading sellers of Morningstar stock in December 2025 included Liontrust Investment Partners LLP (762.54K), Select Equity Group, L.P. (581.21K), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (577.53K), VANGUARD GROUP INC (235.97K), BAMCO INC /NY/ (172.51K).
The top 10 institutional holders of Morningstar for the quarter ending December 2025 included VANGUARD GROUP INC (2.37Mn), BlackRock, Inc. (2.36Mn), MORGAN STANLEY (2.01Mn), Select Equity Group, L.P. (1.52Mn), BAMCO INC /NY/ (1.24Mn), WELLINGTON MANAGEMENT GROUP LLP (1.14Mn), AQR CAPITAL MANAGEMENT LLC (900.30K), STATE STREET CORP (746.91K), GEODE CAPITAL MANAGEMENT, LLC (596.98K), DIMENSIONAL FUND ADVISORS LP (471.97K).

445 Institutional Holders

84,771 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	432,571	301,672	230.46%	$94,002,004.00
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	47,082	14.78%	$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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