Who owns Morningstar?
- Ticker: MORN
- CUSIP Number: 617700109
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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 | 2.4M | $516M | -9% | Dec 2025 |
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| BlackRock | 2.4M | $514M | -1% | Dec 2025 |
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| Select Equity | 1.5M | $331M | -28% | Dec 2025 |
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| Bamco | 1.4M | $328M | 9% | Sep 2025 |
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| Kayne Anderson Rudnick Investment Management | 766k | $178M | -10% | Sep 2025 |
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| State Street Corporation | 747k | $162M | -2% | Dec 2025 |
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| Wellington Management Company | 613k | $142M | -22% | Sep 2025 |
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| AQR Capital Management | 608k | $141M | 107% | Sep 2025 |
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| Geode Capital Management | 597k | $130M | -3% | Dec 2025 |
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| Dimensional Fund Advisors | 472k | $103M | 12% | Dec 2025 |
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| Jane Street | 433k | $94M | 230% | Dec 2025 |
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| Massachusetts Financial Services | 362k | $79M | -20% | Dec 2025 |
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| Daniel D. Thurber | 336k | $73M | -10% | Dec 2025 |
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| Renaissance Technologies | 324k | $70M | -30% | Dec 2025 |
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| Jpmorgan Chase & Co | 319k | $74M | 100% | Sep 2025 |
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| Millennium Management | 299k | $69M | -63% | Sep 2025 |
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| UBS Group | 295k | $64M | 88% | Dec 2025 |
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| Norges Bank Investment Management | 287k | $62M | 100% | Dec 2025 |
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| Two Sigma Investments | 286k | $66M | 78% | Sep 2025 |
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| Arrowstreet Capital, Limited Partnership | 285k | $62M | -2% | Dec 2025 |
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| Invesco | 272k | $59M | -8% | Dec 2025 |
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| CI Private Wealth | 261k | $9.3M | 1196% | Dec 2025 |
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| Qube Research & Technologies | 242k | $53M | 21% | Dec 2025 |
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| Voloridge Investment Management | 227k | $49M | 21% | Dec 2025 |
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| Df Dent & Co | 200k | $46M | 129% | Sep 2025 |
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| FMR | 193k | $45M | -29% | Sep 2025 |
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| Charles Schwab Investment Management | 190k | $41M | 5% | Dec 2025 |
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| Quantinno Capital Management | 189k | $41M | 246% | Dec 2025 |
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| Northern Trust | 177k | $38M | -8% | Dec 2025 |
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| Bank of New York Mellon | 170k | $37M | -7% | Dec 2025 |
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| Two Sigma Advisers | 161k | $37M | 13% | Sep 2025 |
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| M&G | 156k | $34M | 1% | Dec 2025 |
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| Schroder Investment Management Group | 151k | $33M | -10% | Dec 2025 |
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| Point72 Asset Management | 146k | $32M | 187% | Dec 2025 |
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| Royce & Associates | 143k | $31M | 3% | Dec 2025 |
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| Colony | 137k | $30M | 6% | Dec 2025 |
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| Hrt Financial | 129k | $28M | 31% | Dec 2025 |
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| Goldman Sachs Group | 114k | $25M | 16% | Dec 2025 |
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| Nuveen | 113k | $26M | 4% | Sep 2025 |
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| Luke P. La Valle, Jr. | 113k | $25M | 14% | Dec 2025 |
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| Copeland Capital Management | 105k | $23M | 20% | Dec 2025 |
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| Citadel Advisors | 94k | $22M | 94% | Sep 2025 |
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| Cubist Systematic Strategies | 91k | $21M | 118% | Sep 2025 |
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| Principal Financial Group | 88k | $19M | -3% | Dec 2025 |
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| Envestnet Asset Management | 86k | $19M | -22% | Dec 2025 |
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| Engineers Gate Manager | 78k | $17M | 36% | Dec 2025 |
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| Nordea Investment Management Ab | 77k | $17M | -13% | Dec 2025 |
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| Congress Asset Management | 75k | $16M | 13% | Dec 2025 |
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| Confluence Investment Management | 71k | $15M | 18% | Dec 2025 |
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| Chicago Capital | 69k | $15M | -1% | Dec 2025 |
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| Ubs Global Asset Management Americas | 69k | $15M | -8% | Dec 2025 |
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| Susquehanna International | 68k | $15M | 19% | Dec 2025 |
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| Captrust Financial Advisors | 67k | $16M | -12% | Sep 2025 |
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| First Trust Advisors | 64k | $14M | 583% | Dec 2025 |
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| Rhumbline Advisers | 63k | $14M | -3% | Dec 2025 |
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| Sei Investments | 59k | $13M | -29% | Dec 2025 |
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| Meeder Asset Management | 58k | $13M | 3% | Dec 2025 |
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| Canada Pension Plan Investment Board | 58k | $13M | 100% | Sep 2025 |
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| Premier Fund Managers | 56k | $12M | -38% | Dec 2025 |
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| Barlow Wealth Partners | 56k | $12M | -3% | Dec 2025 |
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| Ieq Capital | 52k | $11M | 674% | Dec 2025 |
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| Jump Financial | 51k | $11M | 52% | Dec 2025 |
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| Algert Coldiron Investors | 50k | $12M | 13% | Sep 2025 |
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| Swiss National Bank | 50k | $11M | -6% | Dec 2025 |
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| Henderson Group | 45k | $10M | 100% | Sep 2025 |
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| Prudential Financial | 42k | $9.2M | -12% | Dec 2025 |
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| Wolverine Trading | 39k | $9.2M | 100% | Sep 2025 |
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| Sone Capital Management | 39k | $9.1M | 100% | Sep 2025 |
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| Legal & General Group | 39k | $8.5M | -16% | Dec 2025 |
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| PanAgora Asset Management | 39k | $8.4M | -33% | Dec 2025 |
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| Verition Fund Management | 37k | $8.1M | 88% | Dec 2025 |
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| CalPERS | 36k | $7.7M | 3% | Dec 2025 |
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| Thrivent Financial for Lutherans | 35k | $7.6M | 176% | Dec 2025 |
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| CI Investments | 35k | $7.6M | -23% | Dec 2025 |
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| Royal Bank of Canada | 35k | $8.0M | -67% | Sep 2025 |
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| Squarepoint Ops | 34k | $7.4M | -27% | Dec 2025 |
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| Bank of Nova Scotia | 34k | $7.4M | 643% | Dec 2025 |
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| Alliancebernstein | 32k | $7.4M | -1% | Sep 2025 |
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| Cooper Investors Pty | 32k | $6.9M | 3% | Dec 2025 |
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| Raymond James Financial | 31k | $6.7M | 130% | Dec 2025 |
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| Capital Fund Management | 31k | $7.1M | 104% | Sep 2025 |
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| XTX Topco | 30k | $6.5M | 1007% | Dec 2025 |
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| Winton Capital | 30k | $6.5M | 100% | Dec 2025 |
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| Creative Planning | 30k | $6.4M | 273% | Dec 2025 |
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| D. E. Shaw & Co | 29k | $6.8M | 28% | Sep 2025 |
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| Retirement Systems of Alabama | 29k | $6.2M | -3% | Dec 2025 |
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| Magnetar Financial | 28k | $6.5M | 0% | Sep 2025 |
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| Worldquant Millennium Quantitative Strategies | 28k | $6.1M | 143% | Dec 2025 |
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| Hsbc Holdings | 28k | $6.4M | 351% | Sep 2025 |
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| Bnp Paribas Investment Partners | 27k | $5.9M | 60% | Dec 2025 |
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| Nicholas Company | 26k | $5.7M | -53% | Dec 2025 |
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| California State Teachers Retirement System | 25k | $5.5M | 0% | Dec 2025 |
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| United Capital Financial Advisers | 25k | $5.9M | 2% | Sep 2025 |
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| Gotham Asset Management | 24k | $5.6M | 158% | Sep 2025 |
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| Segall Bryant & Hamill | 24k | $5.2M | -19% | Dec 2025 |
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| Healthcare Of Ontario Pension Plan Trust Fund | 24k | $5.1M | -35% | Dec 2025 |
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| Barclays | 23k | $5.1M | -43% | Dec 2025 |
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| Wells Fargo & Company | 23k | $4.9M | -69% | Dec 2025 |
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| Florida State Board of Administration | 23k | $4.9M | -4% | Dec 2025 |
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| Ameriprise Financial | 22k | $5.0M | -51% | Sep 2025 |
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| Van Eck Associates Corp. | 21k | $4.6M | -3% | Dec 2025 |
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| Trexquant Investment | 20k | $4.4M | 403% | Dec 2025 |
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| Crawford Fund Management | 20k | $4.4M | 100% | Dec 2025 |
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| Bnp Paribas Arbitrage, Snc | 20k | $4.3M | 18% | Dec 2025 |
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| Voleon Capital Management | 19k | $4.4M | -30% | Sep 2025 |
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| Great-West Life Assurance Company | 18k | $4.0M | -6% | Dec 2025 |
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| Advisor Group Holdings | 18k | $3.9M | -6% | Dec 2025 |
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| Manufacturers Life Insurance Company | 18k | $3.9M | -4% | Dec 2025 |
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| Berkeley | 17k | $3.8M | 100% | Dec 2025 |
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| Mariner Wealth Advisors | 17k | $3.7M | 151% | Dec 2025 |
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| Alaska Retirement Management Board | 17k | $3.7M | -2% | Dec 2025 |
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| HPM Partners | 17k | $3.6M | 133% | Dec 2025 |
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| Allianz Asset Management | 17k | $3.6M | -1% | Dec 2025 |
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| Brevan Howard Capital Management | 16k | $3.8M | 74% | Sep 2025 |
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| MidFirst Bank | 16k | $3.4M | 100% | Dec 2025 |
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| Jain Global | 16k | $3.4M | -9% | Dec 2025 |
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| SG Americas Securities | 15k | $3.3M | 368% | Dec 2025 |
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| Vident Advisory | 14k | $3.1M | 5% | Dec 2025 |
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| New Age Alpha Advisors | 14k | $3.1M | 148% | Dec 2025 |
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| Kornitzer Capital Management | 14k | $3.0M | -41% | Dec 2025 |
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| Natixis Asset Management Advisors | 14k | $3.0M | 100% | Dec 2025 |
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| Stifel Financial | 14k | $2.9M | -9% | Dec 2025 |
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| Mml Investors Services | 13k | $2.9M | 62% | Dec 2025 |
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| Cardinal Capital Management | 13k | $2.8M | -6% | Dec 2025 |
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| Connor, Clark & Lunn Investment Management | 13k | $2.8M | -26% | Dec 2025 |
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| HighTower Advisors | 13k | $2.8M | -6% | Dec 2025 |
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| Southeast Asset Advisors | 13k | $2.8M | 0% | Dec 2025 |
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| CWM | 13k | $2.8M | 18% | Dec 2025 |
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| New York State Common Retirement Fund | 13k | $2.7M | 0% | Dec 2025 |
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| Headlands Technologies | 12k | $2.7M | -34% | Dec 2025 |
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| MetLife Investment Advisors | 12k | $2.7M | -7% | Dec 2025 |
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| Quantbot Technologies | 12k | $2.6M | 116% | Dec 2025 |
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| Lazard Asset Management | 12k | $2.6M | -82% | Dec 2025 |
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| Fluent Financial | 12k | $2.5M | 100% | Dec 2025 |
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| Numerai GP | 12k | $2.5M | 239% | Dec 2025 |
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| Ing Investment Management | 12k | $2.5M | -2% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 11k | $2.4M | 106% | Dec 2025 |
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| Redwood Investment Management | 11k | $2.4M | 100% | Dec 2025 |
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| Amalgamated Bank | 11k | $2.4M | -6% | Dec 2025 |
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| Schonfeld Strategic Advisors | 11k | $2.3M | -56% | Dec 2025 |
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| PineBridge Investments | 11k | $2.4M | -43% | Sep 2025 |
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| Motley Fool Asset Management | 10k | $2.2M | -44% | Dec 2025 |
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| Police & Firemen's Retirement System of New Jersey | 10k | $2.4M | 100% | Sep 2025 |
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| State of New Jersey Common Pension Fund D | 10k | $2.2M | 25% | Dec 2025 |
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| LPL Financial | 10k | $2.2M | 17% | Dec 2025 |
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| Dark Forest Capital Management | 10k | $2.2M | -60% | Dec 2025 |
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| Mercer Global Advisors | 10k | $2.2M | 153% | Dec 2025 |
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| State of Tennessee, Treasury Department | 10k | $2.0M | -4% | Dec 2025 |
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| Mutual Of America Capital Management | 9.9k | $2.2M | -12% | Dec 2025 |
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| YHB Investment Advisors | 9.7k | $2.1M | -14% | Dec 2025 |
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| Aurora Investment Counsel | 9.6k | $2.1M | 152% | Dec 2025 |
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| Man Group | 9.5k | $2.1M | -12% | Dec 2025 |
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| Treasurer of the State of North Carolina | 9.5k | $2.1M | -9% | Dec 2025 |
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| Tudor Investment Corporation | 9.0k | $2.1M | -63% | Sep 2025 |
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| Russell Investments | 8.5k | $1.8M | -30% | Dec 2025 |
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| Incline Global Management | 6.3k | $1.4M | -91% | Dec 2025 |
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| Teacher Retirement System Of Texas | 6.1k | $1.3M | -78% | Dec 2025 |
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| Y-Intercept | 4.7k | $1.0M | -62% | Dec 2025 |
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| Daiwa Securities Group | 3.5k | $761k | -70% | Dec 2025 |
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| Commerce Bank N A | 2.3k | $499k | -77% | Dec 2025 |
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| Commonwealth Equity Services | 1.8k | $392k | -91% | Dec 2025 |
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| American Century Companies | 1.8k | $384k | -91% | Dec 2025 |
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| Liontrust Investment Partners | 436.00 | $95k | -100% | Dec 2025 |
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| Acadian Asset Management | 369.00 | $80k | -98% | Dec 2025 |
|
Who sold out of Morningstar?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Toronto-Dominion Bank | Jun 2025 | 51k | $11M |
| Parnassus Investments | Sep 2025 | 43k | $9.9M |
| Holocene Advisors | Sep 2025 | 34k | $7.9M |
| Touchstone Capital | Sep 2025 | 26k | $6.1M |
| Marks Group Wealth Management | Sep 2025 | 23k | $5.3M |
| Aquatic Capital Management | Sep 2025 | 23k | $5.3M |
| Annandale Capital | Sep 2025 | 20k | $47k |
| Goodman & Company, Investment Counsel | Sep 2025 | 17k | $3.9M |
| Gallo Partners | Sep 2025 | 13k | $3.1M |