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 | 2.6M | $606M | -1% | Sep 2025 |
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| BlackRock | 2.4M | $556M | -5% | Sep 2025 |
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| Select Equity | 2.1M | $488M | 89% | Sep 2025 |
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| Morgan Stanley | 2.1M | $651M | 100% | Jun 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 | 763k | $177M | -3% | Sep 2025 |
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| Geode Capital Management | 616k | $143M | -2% | Sep 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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| Renaissance Technologies | 461k | $107M | 74% | Sep 2025 |
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| Massachusetts Financial Services | 451k | $105M | -30% | Sep 2025 |
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| Dimensional Fund Advisors | 420k | $98M | 27% | Sep 2025 |
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| Liontrust Investment Partners | 392k | $123M | 0% | Sep 2025 |
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| Daniel D. Thurber | 372k | $86M | -42% | Sep 2025 |
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| Jpmorgan Chase & Co | 319k | $74M | 59% | Sep 2025 |
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| Millennium Management | 299k | $69M | -63% | Sep 2025 |
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| Invesco | 296k | $69M | 5% | Sep 2025 |
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| Arrowstreet Capital, Limited Partnership | 291k | $67M | 50% | Sep 2025 |
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| Two Sigma Investments | 286k | $66M | 78% | Sep 2025 |
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| Qube Research & Technologies | 200k | $47M | 44% | Sep 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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| Northern Trust | 192k | $45M | -8% | Sep 2025 |
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| Voloridge Investment Management | 187k | $43M | 363% | Sep 2025 |
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| Bank of New York Mellon | 184k | $43M | -8% | Sep 2025 |
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| Charles Schwab Investment Management | 181k | $42M | -6% | Sep 2025 |
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| Schroder Investment Management Group | 168k | $39M | 1% | Sep 2025 |
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| Two Sigma Advisers | 161k | $37M | 13% | Sep 2025 |
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| UBS Group | 157k | $36M | 172% | Sep 2025 |
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| M&G | 155k | $36M | -5% | Sep 2025 |
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| Royce & Associates | 139k | $32M | 8% | Sep 2025 |
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| Jane Street | 131k | $30M | 270% | Sep 2025 |
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| Colony | 129k | $30M | 2899% | Sep 2025 |
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| Nuveen | 113k | $26M | 4% | Sep 2025 |
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| Envestnet Asset Management | 111k | $26M | 6% | Sep 2025 |
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| Luke P. La Valle, Jr. | 99k | $23M | 2% | Sep 2025 |
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| Goldman Sachs Group | 99k | $23M | -29% | Sep 2025 |
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| Hrt Financial | 98k | $23M | 209% | Sep 2025 |
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| Citadel Advisors | 94k | $22M | 94% | Sep 2025 |
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| Principal Financial Group | 91k | $21M | 32% | Sep 2025 |
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| Cubist Systematic Strategies | 91k | $21M | 118% | Sep 2025 |
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| Premier Fund Managers | 91k | $21M | -55% | Sep 2025 |
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| Nordea Investment Management Ab | 88k | $20M | 46% | Sep 2025 |
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| Copeland Capital Management | 88k | $20M | -5% | Sep 2025 |
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| Sei Investments | 83k | $19M | -41% | Sep 2025 |
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| Ubs Global Asset Management Americas | 75k | $17M | -43% | Sep 2025 |
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| Wells Fargo & Company | 73k | $17M | -15% | Sep 2025 |
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| Chicago Capital | 70k | $16M | 24% | Sep 2025 |
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| Incline Global Management | 67k | $16M | 100% | Sep 2025 |
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| Captrust Financial Advisors | 67k | $16M | -12% | Sep 2025 |
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| Congress Asset Management | 66k | $15M | 9% | Sep 2025 |
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| Lazard Asset Management | 66k | $15M | 34% | Sep 2025 |
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| Rhumbline Advisers | 65k | $15M | -9% | Sep 2025 |
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| Confluence Investment Management | 60k | $14M | -1% | Sep 2025 |
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| PanAgora Asset Management | 58k | $14M | -1% | Sep 2025 |
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| Canada Pension Plan Investment Board | 58k | $13M | 100% | Sep 2025 |
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| Engineers Gate Manager | 58k | $13M | 112% | Sep 2025 |
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| Barlow Wealth Partners | 58k | $13M | 17% | Sep 2025 |
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| Susquehanna International | 57k | $13M | 192% | Sep 2025 |
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| Nicholas Company | 57k | $13M | 0% | Sep 2025 |
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| Meeder Asset Management | 56k | $13M | 36% | Sep 2025 |
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| Quantinno Capital Management | 55k | $13M | 75% | Sep 2025 |
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| Swiss National Bank | 53k | $12M | 0% | Sep 2025 |
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| Bank Of Montreal | 52k | $16M | 100% | Jun 2025 |
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| Point72 Asset Management | 51k | $12M | -59% | Sep 2025 |
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| Algert Coldiron Investors | 50k | $12M | 13% | Sep 2025 |
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| Prudential Financial | 48k | $11M | 120% | Sep 2025 |
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| Squarepoint Ops | 47k | $11M | 160% | Sep 2025 |
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| Legal & General Group | 47k | $11M | -6% | Sep 2025 |
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| CI Investments | 46k | $11M | 4% | Sep 2025 |
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| Henderson Group | 45k | $10M | 105% | Sep 2025 |
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| Parnassus Investments | 43k | $9.9M | -1% | Sep 2025 |
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| Barclays | 41k | $9.5M | 137% | Sep 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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| Healthcare Of Ontario Pension Plan Trust Fund | 36k | $8.4M | -15% | Sep 2025 |
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| CalPERS | 35k | $8.0M | -23% | Sep 2025 |
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| Royal Bank of Canada | 35k | $8.0M | -67% | Sep 2025 |
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| Holocene Advisors | 34k | $7.9M | 17% | Sep 2025 |
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| Jump Financial | 33k | $7.7M | 64% | Sep 2025 |
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| Alliancebernstein | 32k | $7.4M | -1% | Sep 2025 |
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| Cooper Investors Pty | 31k | $7.2M | 0% | Sep 2025 |
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| Capital Fund Management | 31k | $7.1M | 104% | Sep 2025 |
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| Retirement Systems of Alabama | 30k | $6.9M | -9% | Sep 2025 |
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| Segall Bryant & Hamill | 30k | $6.9M | -28% | Sep 2025 |
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| D. E. Shaw & Co | 29k | $6.8M | 28% | Sep 2025 |
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| Magnetar Financial | 28k | $6.5M | 0% | Sep 2025 |
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| Hsbc Holdings | 28k | $6.4M | 351% | Sep 2025 |
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| Teacher Retirement System Of Texas | 27k | $6.3M | 10% | Sep 2025 |
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| Touchstone Capital | 26k | $6.1M | 100% | Sep 2025 |
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| California State Teachers Retirement System | 26k | $5.9M | 0% | Sep 2025 |
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| United Capital Financial Advisers | 25k | $5.9M | 2% | Sep 2025 |
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| Dark Forest Capital Management | 25k | $5.9M | 100% | Sep 2025 |
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| Schonfeld Strategic Advisors | 24k | $5.6M | 114% | Sep 2025 |
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| Gotham Asset Management | 24k | $5.6M | 158% | Sep 2025 |
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| Florida State Board of Administration | 24k | $5.5M | -6% | Sep 2025 |
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| Kornitzer Capital Management | 23k | $5.4M | -6% | Sep 2025 |
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| Marks Group Wealth Management | 23k | $5.3M | -12% | Sep 2025 |
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| Aquatic Capital Management | 23k | $5.3M | 154% | Sep 2025 |
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| Van Eck Associates Corp. | 22k | $5.1M | 5% | Sep 2025 |
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| Ameriprise Financial | 22k | $5.0M | -51% | Sep 2025 |
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| Acadian Asset Management | 21k | $4.9M | 187% | Sep 2025 |
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| American Century Companies | 20k | $4.7M | 33% | Sep 2025 |
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| CI Private Wealth | 20k | $4.7M | 139% | Sep 2025 |
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| Annandale Capital | 20k | $47k | 100% | Sep 2025 |
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| Verition Fund Management | 20k | $4.6M | 33% | Sep 2025 |
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| Commonwealth Equity Services | 20k | $4.6M | 854% | Sep 2025 |
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| Great-West Life Assurance Company | 19k | $4.5M | -4% | Sep 2025 |
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| Advisor Group Holdings | 19k | $4.4M | 457% | Sep 2025 |
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| Headlands Technologies | 19k | $4.4M | 289% | Sep 2025 |
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| Voleon Capital Management | 19k | $4.4M | -30% | Sep 2025 |
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| Motley Fool Asset Management | 19k | $4.3M | 58% | Sep 2025 |
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| Manufacturers Life Insurance Company | 19k | $4.3M | -9% | Sep 2025 |
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| Connor, Clark & Lunn Investment Management | 18k | $4.1M | 100% | Sep 2025 |
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| Alaska Retirement Management Board | 17k | $4.0M | -2% | Sep 2025 |
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| Jain Global | 17k | $4.0M | 100% | Sep 2025 |
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| Goodman & Company, Investment Counsel | 17k | $3.9M | 95% | Sep 2025 |
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| Bnp Paribas Arbitrage, Snc | 17k | $3.9M | -5% | Sep 2025 |
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| Allianz Asset Management | 17k | $3.9M | 0% | Sep 2025 |
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| Bnp Paribas Investment Partners | 17k | $3.9M | 46% | Sep 2025 |
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| Brevan Howard Capital Management | 16k | $3.8M | 74% | Sep 2025 |
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| Stifel Financial | 15k | $3.4M | 10% | Sep 2025 |
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| Congress Wealth Management LLC / DE / | 14k | $4.4M | 6% | Jun 2025 |
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| Cardinal Capital Management | 14k | $3.2M | 0% | Sep 2025 |
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| Vident Advisory | 14k | $3.2M | 23% | Sep 2025 |
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| HighTower Advisors | 14k | $3.2M | -11% | Sep 2025 |
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| Raymond James Financial | 13k | $3.1M | -78% | Sep 2025 |
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| Gallo Partners | 13k | $3.1M | 100% | Sep 2025 |
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| MetLife Investment Advisors | 13k | $3.1M | -11% | Sep 2025 |
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| Southeast Asset Advisors | 13k | $3.0M | 15% | Sep 2025 |
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| Thrivent Financial for Lutherans | 13k | $3.0M | -42% | Sep 2025 |
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| New York State Common Retirement Fund | 13k | $2.9M | 0% | Sep 2025 |
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| Y-Intercept | 12k | $2.8M | 21% | Sep 2025 |
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| Russell Investments | 12k | $2.8M | -20% | Sep 2025 |
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| Ing Investment Management | 12k | $2.8M | -34% | Sep 2025 |
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| Daiwa Securities Group | 12k | $2.7M | -7% | Sep 2025 |
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| Amalgamated Bank | 12k | $2.7M | -6% | Sep 2025 |
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| Worldquant Millennium Quantitative Strategies | 12k | $2.7M | 311% | Sep 2025 |
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| Mutual Of America Capital Management | 11k | $2.6M | -15% | Sep 2025 |
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| YHB Investment Advisors | 11k | $2.6M | -8% | Sep 2025 |
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| CWM | 11k | $2.5M | 155% | Sep 2025 |
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| Man Group | 11k | $2.5M | -34% | Sep 2025 |
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| PineBridge Investments | 11k | $2.4M | -43% | Sep 2025 |
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| State of Tennessee, Treasury Department | 11k | $2.4M | 0% | Sep 2025 |
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| Treasurer of the State of North Carolina | 10k | $2.4M | -5% | Sep 2025 |
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| Police & Firemen's Retirement System of New Jersey | 10k | $2.4M | 100% | Sep 2025 |
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| Commerce Bank N A | 10k | $2.3M | 0% | Sep 2025 |
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| Kensington Investment Counsel | 9.6k | $2.2M | -7% | Sep 2025 |
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| Dearborn Partners | 9.5k | $2.2M | -1% | Sep 2025 |
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| First Trust Advisors | 9.4k | $2.2M | -35% | Sep 2025 |
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| Neuberger Berman Group | 9.4k | $2.2M | -36% | Sep 2025 |
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| Tudor Investment Corporation | 9.0k | $2.1M | -63% | Sep 2025 |
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| Oppenheimer Asset Management | 9.0k | $2.1M | -32% | Sep 2025 |
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| Ceera Investments | 8.9k | $2.1M | -9% | Sep 2025 |
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| Victory Capital Management | 8.8k | $2.0M | -50% | Sep 2025 |
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| Susquehanna Portfolio Strategies | 4.6k | $1.1M | -84% | Sep 2025 |
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| Bank of Nova Scotia | 4.6k | $1.1M | -86% | Sep 2025 |
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| National Bank Of Canada /fi/ | 171.00 | $40k | -100% | Sep 2025 |
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Who sold out of Morningstar?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Norges Bank Investment Management | Jun 2025 | 297k | $93M |
| Allspring Global Investments Holdings | Jun 2025 | 212k | $66M |
| Amundi | Jun 2025 | 163k | $51M |
| Assenagon Asset Management | Jun 2025 | 105k | $33M |
| Toronto-Dominion Bank | Jun 2025 | 51k | $11M |
| Tribune Investment Group | Jun 2025 | 28k | $8.8M |
| ExodusPoint Capital Management | Jun 2025 | 27k | $8.5M |
| Edgestream Partners | Jun 2025 | 20k | $6.3M |
| Motley Fool Wealth Management | Jun 2025 | 20k | $6.2M |
| Texas Permanent School Fund | Jun 2025 | 17k | $5.4M |
| Fisher Investments | Jun 2025 | 16k | $5.1M |
| Natixis | Jun 2025 | 13k | $4.1M |