Morningstar, Inc. (MORN) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

115,129Shares held by institutions

$18,939,872Value of institutional holdings

56.06%Institutional ownership %

1.25%Shares Changed QoQ

476No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Morningstar, Inc. (NASDAQ:MORN) has 461 institutional investors that have filed 13F reports for the period ending December 2025.

These investors held 57.9% of outstanding shares in December 2025, down from 60.9% in September 2025.
They decreased total shares held in Morningstar by -2.77% from last quarter, and the number of investors in MORN increased 3.13% annually.
Activity in MORN broke down as 229 buyers, 187 sellers, and 45 unchanged among 461 total holders.
Altogether, these fund groups held 24.43Mn shares in MORN by December 2025, down by 696.67K shares quarter on quarter, and down 4.62Mn shares year over year.
As of December 31, 2025, VANGUARD GROUP INC held the largest stake in Morningstar with 2.37Mn shares, accounting for 5.63% of total shares outstanding.
The biggest buyers of Morningstar for the quarter ending December 2025 included WELLINGTON MANAGEMENT GROUP LLP (523.39K), JANE STREET GROUP, LLC (299.67K), AQR CAPITAL MANAGEMENT LLC (292.05K), NORGES BANK (286.99K), Corient Private Wealth LLC (262.38K).
The largest sellers of Morningstar for the quarter ending December 2025 were Liontrust Investment Partners LLP (762.54K), Select Equity Group, L.P. (581.21K), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (577.53K), Jpmorgan Chase & Co (271.4K), VANGUARD GROUP INC (235.97K).
Per Business Quant, the top 10 investors in MORN for the quarter ending December 2025 include 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 (900.3K), State Street Corp (746.91K), GEODE CAPITAL MANAGEMENT, LLC (596.98K), DIMENSIONAL FUND ADVISORS LP (471.97K).

461 Institutional Holders

115,129 Total Shares Held

Rows:

Download Data

Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	-31,627	-1.32%	$0.00
VANGUARD GROUP INC	31 Dec, 2025	-235,971	-9.04%	$0.00
UBS Group AG	31 Dec, 2025	138,605	88.43%	$0.00
Barclays Plc	31 Dec, 2025	-34,365	-59.64%	$0.00
Morgan Stanley	31 Dec, 2025	47,360	2.42%	$0.00
Corient Private Wealth LLC	31 Dec, 2025	262,379	1,303.42%	$0.00
HSBC HOLDINGS PLC	31 Dec, 2025	-7,854	-28.36%	$0.00
Select Equity Group, L.P.	31 Dec, 2025	-581,210	-27.63%	$0.00
Qube Research & Technologies Ltd	31 Dec, 2025	41,847	20.88%	$0.00
Rockefeller Capital Management L.P.	31 Dec, 2025	421	119.26%	$0.00
BAMCO INC /NY/	31 Dec, 2025	-172,511	-12.20%	$0.00
Quantinno Capital Management LP	31 Dec, 2025	134,195	245.92%	$0.00
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	523,387	85.41%	$0.00
M&G Plc	31 Dec, 2025	1,113	0.72%	$0.00
AQR CAPITAL MANAGEMENT LLC	31 Dec, 2025	292,053	48.02%	$0.00
Point72 Asset Management, L.P.	31 Dec, 2025	94,996	186.56%	$0.00
State Street Corp	31 Dec, 2025	-16,316	-2.14%	$0.00
Engineers Gate Manager LP	31 Dec, 2025	20,660	35.92%	$0.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	-18,813	-3.06%	$0.00
Nuveen, LLC	31 Dec, 2025	-42,206	-37.25%	$0.00

1 - 20 of 461

Research Tools