Who owns Morningstar?
- Ticker: MORN
- CUSIP Number: 617700109
Tip: Access positions for across all investors
Analyze quarterly positions in Morningstar with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Morningstar stock
Who bought or sold Morningstar this quarter?
Fund or Company Name |
Shares Held |
Valued At |
Change in Shares |
As Of |
Actions |
|---|---|---|---|---|---|
| Vanguard Group | 2.8M | $944M | 2% | Dec 2024 |
|
| BlackRock | 2.7M | $898M | 4% | Dec 2024 |
|
| Morgan Stanley | 2.1M | $693M | -1% | Dec 2024 |
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| Select Equity | 1.4M | $463M | -22% | Dec 2024 |
|
| Bamco | 1.3M | $440M | 0% | Dec 2024 |
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| Bank of America Corporation | 1.3M | $439M | -16% | Dec 2024 |
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| Wellington Management Company | 1.1M | $364M | 14% | Dec 2024 |
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| Massachusetts Financial Services | 1.0M | $342M | -15% | Dec 2024 |
|
| Kayne Anderson Rudnick Investment Management | 975k | $328M | -7% | Dec 2024 |
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| State Street Corporation | 842k | $283M | 5% | Dec 2024 |
|
| Daniel D. Thurber | 690k | $232M | -1% | Dec 2024 |
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| T. Rowe Price Associates | 669k | $225M | -2% | Dec 2024 |
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| Geode Capital Management | 561k | $189M | 13% | Dec 2024 |
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| FMR | 400k | $135M | 0% | Dec 2024 |
|
| Liontrust Investment Partners | 334k | $112M | -17% | Dec 2024 |
|
| Norges Bank Investment Management | 332k | $112M | 100% | Dec 2024 |
|
| Dimensional Fund Advisors | 305k | $103M | 5% | Dec 2024 |
|
| Bank of New York Mellon | 288k | $97M | 2% | Dec 2024 |
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| Millennium Management | 288k | $97M | -42% | Dec 2024 |
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| Allspring Global Investments Holdings | 273k | $92M | 0% | Dec 2024 |
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| Goldman Sachs Group | 233k | $78M | 8% | Dec 2024 |
|
| Northern Trust | 230k | $78M | 19% | Dec 2024 |
|
| Charles Schwab Investment Management | 194k | $65M | 1% | Dec 2024 |
|
| Invesco | 194k | $65M | 66% | Dec 2024 |
|
| Jpmorgan Chase & Co | 191k | $64M | -6% | Dec 2024 |
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| Renaissance Technologies | 188k | $63M | 3% | Dec 2024 |
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| M&G | 177k | $60M | -3% | Dec 2024 |
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| Royce & Associates | 171k | $58M | -11% | Dec 2024 |
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| Balyasny Asset Management | 168k | $57M | 100% | Dec 2024 |
|
| Premier Fund Managers | 150k | $51M | 100% | Dec 2024 |
|
| Sei Investments | 137k | $46M | 1% | Dec 2024 |
|
| Luke P. La Valle, Jr. | 129k | $43M | -11% | Dec 2024 |
|
| Arrowstreet Capital, Limited Partnership | 117k | $40M | 339% | Dec 2024 |
|
| UBS Group | 108k | $36M | 507% | Dec 2024 |
|
| Citadel Advisors | 108k | $36M | -10% | Dec 2024 |
|
| Copeland Capital Management | 105k | $36M | -2% | Dec 2024 |
|
| Schroder Investment Management Group | 100k | $34M | 100% | Dec 2024 |
|
| Ubs Global Asset Management Americas | 98k | $33M | 11% | Dec 2024 |
|
| Envestnet Asset Management | 94k | $32M | 22% | Dec 2024 |
|
| Praesidium Investment Management Company | 90k | $30M | -9% | Dec 2024 |
|
| Nuveen Asset Management | 90k | $30M | 26% | Dec 2024 |
|
| Wells Fargo & Company | 87k | $29M | -2% | Dec 2024 |
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| Df Dent & Co | 86k | $29M | -3% | Dec 2024 |
|
| Principal Financial Group | 79k | $27M | -7% | Dec 2024 |
|
| Rhumbline Advisers | 76k | $23M | -1% | Mar 2025 |
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| Parnassus Investments | 70k | $24M | -1% | Dec 2024 |
|
| Boston Financial Mangement | 66k | $22M | 7% | Dec 2024 |
|
| Confluence Investment Management | 63k | $21M | -2% | Dec 2024 |
|
| Nordea Investment Management Ab | 58k | $20M | 4% | Dec 2024 |
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| Chicago Capital | 57k | $17M | -2% | Mar 2025 |
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| Nicholas Company | 57k | $19M | 115% | Dec 2024 |
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| Congress Asset Management | 56k | $17M | 15% | Mar 2025 |
|
| Swiss National Bank | 55k | $19M | 1% | Dec 2024 |
|
| Raymond James Financial | 49k | $17M | 100% | Dec 2024 |
|
| Legal & General Group | 46k | $16M | 0% | Dec 2024 |
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| CalPERS | 45k | $15M | -7% | Dec 2024 |
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| Townsquare Capital | 42k | $14M | 0% | Dec 2024 |
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| Qube Research & Technologies | 42k | $14M | 31% | Dec 2024 |
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| CI Investments | 39k | $13M | -9% | Dec 2024 |
|
| Algert Coldiron Investors | 37k | $13M | 45% | Dec 2024 |
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| Segall Bryant & Hamill | 37k | $12M | 9% | Dec 2024 |
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| Two Sigma Investments | 36k | $12M | 100% | Dec 2024 |
|
| Barlow Wealth Partners | 36k | $12M | 5% | Dec 2024 |
|
| Alliancebernstein | 35k | $12M | 5% | Dec 2024 |
|
| Retirement Systems of Alabama | 33k | $11M | 0% | Dec 2024 |
|
| Teacher Retirement System Of Texas | 33k | $11M | 289% | Dec 2024 |
|
| Diam | 31k | $11M | -15% | Dec 2024 |
|
| Ameriprise Financial | 31k | $11M | -3% | Dec 2024 |
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| Corebridge Financial | 31k | $10M | 100% | Dec 2024 |
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| First Trust Advisors | 30k | $10M | 6% | Dec 2024 |
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| National Bank Of Canada /fi/ | 28k | $9.5M | 4% | Dec 2024 |
|
| Healthcare Of Ontario Pension Plan Trust Fund | 28k | $9.4M | 22% | Dec 2024 |
|
| California State Teachers Retirement System | 26k | $8.7M | -1% | Dec 2024 |
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| Kornitzer Capital Management | 26k | $8.7M | -2% | Dec 2024 |
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| Marks Group Wealth Management | 25k | $8.5M | 1% | Dec 2024 |
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| Mitsubishi UFJ Securities International | 25k | $8.4M | 0% | Dec 2024 |
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| Florida State Board of Administration | 25k | $8.4M | 0% | Dec 2024 |
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| PineBridge Investments | 24k | $8.0M | 369% | Dec 2024 |
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| Motley Fool Wealth Management | 24k | $7.9M | -3% | Dec 2024 |
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| Great-West Life Assurance Company | 23k | $7.7M | 1% | Dec 2024 |
|
| Manufacturers Life Insurance Company | 23k | $7.6M | -2% | Dec 2024 |
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| Fisher Investments | 22k | $7.4M | 3% | Dec 2024 |
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| Voleon Capital Management | 22k | $7.4M | 100% | Dec 2024 |
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| Barclays | 22k | $7.2M | 30% | Dec 2024 |
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| Cooper Investors Pty | 21k | $7.2M | 100% | Dec 2024 |
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| Two Sigma Advisers | 21k | $6.9M | 796% | Dec 2024 |
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| SW Investment Management | 20k | $6.7M | 100% | Dec 2024 |
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| Bank of Nova Scotia | 19k | $6.4M | -40% | Dec 2024 |
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| Capitolis Liquid Global Markets | 19k | $6.4M | 0% | Dec 2024 |
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| Stifel Financial | 19k | $6.3M | 2% | Dec 2024 |
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| Susquehanna International | 18k | $6.2M | -34% | Dec 2024 |
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| Royal Bank of Canada | 18k | $6.0M | 31% | Dec 2024 |
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| Prudential Financial | 17k | $5.8M | 49% | Dec 2024 |
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| Victory Capital Management | 17k | $5.6M | 5% | Dec 2024 |
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| Man Group | 17k | $5.6M | 23% | Dec 2024 |
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| MetLife Investment Advisors | 16k | $5.5M | 8% | Dec 2024 |
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| HighTower Advisors | 16k | $5.4M | 1% | Dec 2024 |
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| Tribune Investment Group | 16k | $5.4M | 100% | Dec 2024 |
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| Natixis | 16k | $5.4M | -50% | Dec 2024 |
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| Motley Fool Asset Management | 16k | $5.3M | 9% | Dec 2024 |
|
| Russell Investments | 16k | $5.3M | -24% | Dec 2024 |
|
| Alaska Retirement Management Board | 15k | $5.1M | 0% | Dec 2024 |
|
| Neuberger Berman Group | 15k | $5.1M | 2% | Dec 2024 |
|
| Thrivent Financial for Lutherans | 15k | $5.0M | 7% | Dec 2024 |
|
| Daiwa Securities Group | 15k | $4.9M | -4% | Dec 2024 |
|
| Mutual Of America Capital Management | 14k | $4.8M | -2% | Dec 2024 |
|
| New York State Common Retirement Fund | 14k | $4.7M | -10% | Dec 2024 |
|
| Oppenheimer Asset Management | 13k | $4.5M | 3% | Dec 2024 |
|
| Holocene Advisors | 13k | $4.5M | 163% | Dec 2024 |
|
| Amalgamated Bank | 13k | $4.5M | 0% | Dec 2024 |
|
| AQR Capital Management | 13k | $4.4M | 70% | Dec 2024 |
|
| Ensign Peak Advisors | 13k | $4.4M | -29% | Dec 2024 |
|
| United Capital Financial Advisers | 13k | $4.4M | 100% | Dec 2024 |
|
| YHB Investment Advisors | 13k | $4.3M | -1% | Dec 2024 |
|
| Henderson Group | 13k | $4.2M | 0% | Dec 2024 |
|
| Cardinal Capital Management | 12k | $4.1M | 0% | Dec 2024 |
|
| Ing Investment Management | 12k | $4.0M | -5% | Dec 2024 |
|
| Treasurer of the State of North Carolina | 12k | $4.0M | 1% | Dec 2024 |
|
| Southeast Asset Advisors | 12k | $3.9M | -24% | Dec 2024 |
|
| Citigroup | 11k | $3.8M | 4% | Dec 2024 |
|
| Bnp Paribas Investment Partners | 11k | $3.8M | -3% | Dec 2024 |
|
| Waratah Capital Advisors | 11k | $3.7M | 100% | Dec 2024 |
|
| Squarepoint Ops | 11k | $3.6M | -20% | Dec 2024 |
|
| Kensington Investment Counsel | 11k | $3.6M | 1% | Dec 2024 |
|
| State of Tennessee, Treasury Department | 11k | $3.5M | -3% | Dec 2024 |
|
| Susquehanna Fundamental Investments | 10k | $3.4M | 100% | Dec 2024 |
|
| Commerce Bank N A | 10k | $3.4M | -9% | Dec 2024 |
|
| State of New Jersey Common Pension Fund D | 10k | $3.4M | -4% | Dec 2024 |
|
| Congress Wealth Management LLC / DE / | 10k | $3.4M | 8% | Dec 2024 |
|
| Ceera Investments | 9.8k | $3.3M | 0% | Dec 2024 |
|
| CI Private Wealth | 9.8k | $3.3M | -13% | Dec 2024 |
|
| Us Bancorp | 9.6k | $3.2M | -1% | Dec 2024 |
|
| Ohio Pers | 9.3k | $3.1M | -5% | Dec 2024 |
|
| Yousif Capital Management | 9.3k | $2.8M | -2% | Mar 2025 |
|
| M^T Bank Corporation | 9.2k | $3.1M | 3% | Dec 2024 |
|
| State of Wisconsin Investment Board | 9.1k | $3.1M | -16% | Dec 2024 |
|
| Captrust Financial Advisors | 9.0k | $3.0M | 168% | Dec 2024 |
|
| Brian McDonald | 8.9k | $3.0M | -4% | Dec 2024 |
|
| Globeflex Capital | 8.8k | $3.0M | 0% | Dec 2024 |
|
| B. Metzler seel. Sohn & Co | 8.8k | $3.0M | -12% | Dec 2024 |
|
| Azzad Asset Management | 8.7k | $2.6M | 100% | Mar 2025 |
|
| Norden Group | 8.5k | $2.9M | -1% | Dec 2024 |
|
| Pathstone Holdings | 8.3k | $2.8M | 0% | Dec 2024 |
|
| American Century Companies | 8.1k | $2.7M | 22% | Dec 2024 |
|
| Arizona State Retirement System | 8.1k | $2.7M | 1% | Dec 2024 |
|
| Teachers Retirement System Of The State Of Kentucky | 7.8k | $2.6M | -5% | Dec 2024 |
|
| George Kaiser Family Foundation | 7.7k | $2.6M | 0% | Dec 2024 |
|
| Redmond Asset Management | 7.5k | $2.5M | -1% | Dec 2024 |
|
| Bright Rock Capital Management | 7.5k | $2.2M | 0% | Mar 2025 |
|
| Louisiana State Employees Retirement System | 7.5k | $2.5M | 0% | Dec 2024 |
|
| New York State Teachers Retirement System | 5.9k | $2.0M | -30% | Dec 2024 |
|
| Cubist Systematic Strategies | 5.7k | $1.9M | -86% | Dec 2024 |
|
| Quantbot Technologies | 5.5k | $1.8M | -60% | Dec 2024 |
|
| Magnetar Financial | 2.8k | $942k | -73% | Dec 2024 |
|
| Quest Partners | 979.00 | $330k | -92% | Dec 2024 |
|
| Amundi | 728.00 | $235k | -100% | Dec 2024 |
|
Who sold out of Morningstar?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Canada Pension Plan Investment Board | Sep 2024 | 28k | $8.9M |
| Trexquant Investment | Sep 2024 | 14k | $4.4M |
| Campbell & Co. Investment Adviser | Sep 2024 | 8.9k | $2.8M |
| Intech Investment Management | Sep 2024 | 7.8k | $2.5M |