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 | 2.7M | $810M | 6% | Jun 2024 |
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| BlackRock | 2.6M | $822M | 100% | Sep 2024 |
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| BlackRock | 2.5M | $751M | 4% | Jun 2024 |
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| Morgan Stanley | 2.0M | $598M | 4% | Jun 2024 |
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| Select Equity | 1.8M | $561M | -28% | Sep 2024 |
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| Bank of America Corporation | 1.6M | $497M | 2% | Sep 2024 |
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| Bamco | 1.3M | $387M | 0% | Jun 2024 |
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| Massachusetts Financial Services | 1.2M | $384M | 9% | Sep 2024 |
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| Kayne Anderson Rudnick Investment Management | 1.0M | $333M | -8% | Sep 2024 |
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| State Street Corporation | 776k | $230M | 1% | Jun 2024 |
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| Daniel D. Thurber | 696k | $222M | 14% | Sep 2024 |
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| T. Rowe Price Associates | 685k | $219M | 0% | Sep 2024 |
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| Geode Capital Management | 497k | $159M | 2% | Sep 2024 |
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| Liontrust Investment Partners | 403k | $119M | 0% | Sep 2024 |
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| Dimensional Fund Advisors | 292k | $93M | 7% | Sep 2024 |
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| Bank of New York Mellon | 283k | $90M | -14% | Sep 2024 |
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| Allspring Global Investments Holdings | 273k | $87M | -3% | Sep 2024 |
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| Jpmorgan Chase & Co | 202k | $65M | -17% | Sep 2024 |
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| Northern Trust | 194k | $62M | 13% | Sep 2024 |
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| Amundi | 193k | $65M | 1285073% | Sep 2024 |
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| Charles Schwab Investment Management | 192k | $61M | 3% | Sep 2024 |
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| Royce & Associates | 191k | $61M | -1% | Sep 2024 |
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| Renaissance Technologies | 184k | $59M | 4% | Sep 2024 |
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| M&G | 183k | $58M | 6% | Sep 2024 |
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| Goldman Sachs Group | 171k | $51M | -20% | Jun 2024 |
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| Luke P. La Valle, Jr. | 144k | $46M | 0% | Sep 2024 |
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| Sei Investments | 135k | $43M | 6% | Sep 2024 |
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| Citadel Advisors | 120k | $38M | 35% | Sep 2024 |
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| Invesco | 117k | $37M | 160% | Sep 2024 |
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| Copeland Capital Management | 107k | $34M | 2% | Sep 2024 |
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| Praesidium Investment Management Company | 99k | $32M | 0% | Sep 2024 |
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| Wells Fargo & Company | 89k | $28M | -1% | Sep 2024 |
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| Df Dent & Co | 88k | $28M | 61% | Sep 2024 |
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| Principal Financial Group | 85k | $27M | -23% | Sep 2024 |
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| Cramer Rosenthal McGlynn | 80k | $24M | -7% | Jun 2024 |
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| Rhumbline Advisers | 77k | $25M | 2% | Sep 2024 |
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| Envestnet Asset Management | 77k | $25M | 5% | Sep 2024 |
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| Nuveen Asset Management | 72k | $21M | -18% | Jun 2024 |
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| Parnassus Investments | 71k | $23M | 0% | Sep 2024 |
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| Confluence Investment Management | 64k | $21M | -1% | Sep 2024 |
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| Boston Financial Mangement | 62k | $20M | 100% | Sep 2024 |
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| Chicago Capital | 58k | $19M | 0% | Sep 2024 |
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| Nordea Investment Management Ab | 56k | $18M | -5% | Sep 2024 |
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| Swiss National Bank | 54k | $17M | -1% | Sep 2024 |
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| CalPERS | 48k | $15M | -3% | Sep 2024 |
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| CI Investments | 43k | $14M | -7% | Sep 2024 |
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| Townsquare Capital | 42k | $13M | 1% | Sep 2024 |
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| Congress Asset Management | 42k | $13M | 17% | Sep 2024 |
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| Cubist Systematic Strategies | 41k | $13M | 2479% | Sep 2024 |
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| Scout Investments | 39k | $13M | -9% | Sep 2024 |
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| Diam | 37k | $12M | 3% | Sep 2024 |
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| Alliancebernstein | 36k | $11M | 4% | Jun 2024 |
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| Barlow Wealth Partners | 34k | $11M | 2% | Sep 2024 |
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| Segall Bryant & Hamill | 34k | $11M | 2% | Sep 2024 |
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| Retirement Systems of Alabama | 33k | $11M | 2% | Sep 2024 |
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| Bank of Nova Scotia | 32k | $10M | -23% | Sep 2024 |
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| Natixis | 32k | $10M | 10% | Sep 2024 |
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| First Trust Advisors | 28k | $9.0M | -3% | Sep 2024 |
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| Susquehanna International | 28k | $8.9M | 110% | Sep 2024 |
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| National Bank Of Canada /fi/ | 27k | $8.7M | 92% | Sep 2024 |
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| Arrowstreet Capital, Limited Partnership | 27k | $8.5M | 75% | Sep 2024 |
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| Kornitzer Capital Management | 26k | $8.4M | 0% | Sep 2024 |
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| Nicholas Company | 26k | $8.4M | 0% | Sep 2024 |
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| California State Teachers Retirement System | 26k | $8.4M | -3% | Sep 2024 |
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| Algert Coldiron Investors | 26k | $8.1M | 26% | Sep 2024 |
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| Marks Group Wealth Management | 25k | $8.0M | 2% | Sep 2024 |
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| Florida State Board of Administration | 25k | $7.9M | 0% | Sep 2024 |
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| Motley Fool Wealth Management | 25k | $7.8M | -1% | Sep 2024 |
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| Manufacturers Life Insurance Company | 23k | $6.8M | -2% | Jun 2024 |
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| Balyasny Asset Management | 23k | $6.8M | -33% | Jun 2024 |
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| Healthcare Of Ontario Pension Plan Trust Fund | 23k | $7.3M | 282% | Sep 2024 |
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| Great-West Life Assurance Company | 23k | $7.2M | 11% | Sep 2024 |
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| Russell Investments | 22k | $6.5M | -1% | Jun 2024 |
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| Fisher Investments | 21k | $6.8M | 7% | Sep 2024 |
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| Capitolis Liquid Global Markets | 19k | $6.1M | 0% | Sep 2024 |
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| Stifel Financial | 19k | $5.6M | 1% | Jun 2024 |
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| Ensign Peak Advisors | 18k | $5.8M | 3% | Sep 2024 |
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| Barclays | 17k | $5.3M | 20% | Sep 2024 |
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| HighTower Advisors | 16k | $4.8M | 1% | Jun 2024 |
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| Victory Capital Management | 16k | $5.1M | 13% | Sep 2024 |
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| New York State Common Retirement Fund | 16k | $4.9M | -13% | Sep 2024 |
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| Southeast Asset Advisors | 15k | $4.9M | -25% | Sep 2024 |
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| Neuberger Berman Group | 15k | $4.5M | -2% | Jun 2024 |
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| Alaska Retirement Management Board | 15k | $4.8M | 2% | Sep 2024 |
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| MetLife Investment Advisors | 15k | $4.8M | 1% | Sep 2024 |
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| Daiwa Securities Group | 15k | $4.8M | -8% | Sep 2024 |
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| Canada Pension Plan Investment Board | 15k | $4.4M | 0% | Jun 2024 |
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| Mutual Of America Capital Management | 15k | $4.7M | -2% | Sep 2024 |
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| Motley Fool Asset Management | 14k | $4.2M | -4% | Jun 2024 |
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| Qube Research & Technologies | 14k | $4.2M | 31% | Jun 2024 |
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| Thrivent Financial for Lutherans | 14k | $4.4M | 93% | Sep 2024 |
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| Trexquant Investment | 14k | $4.4M | 79% | Sep 2024 |
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| Royal Bank of Canada | 14k | $4.4M | 288% | Sep 2024 |
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| Man Group | 14k | $4.3M | -29% | Sep 2024 |
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| Amalgamated Bank | 13k | $4.2M | -2% | Sep 2024 |
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| YHB Investment Advisors | 13k | $4.1M | -5% | Sep 2024 |
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| Oppenheimer Asset Management | 13k | $4.1M | 9% | Sep 2024 |
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| Quest Partners | 13k | $4.1M | 1274200% | Sep 2024 |
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| Henderson Group | 13k | $3.7M | 6% | Jun 2024 |
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| Ing Investment Management | 12k | $4.0M | -6% | Sep 2024 |
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| Cardinal Capital Management | 12k | $3.9M | 2% | Sep 2024 |
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| Treasurer of the State of North Carolina | 12k | $3.4M | 1% | Jun 2024 |
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| Bnp Paribas Investment Partners | 12k | $3.7M | 1% | Sep 2024 |
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| State of Tennessee, Treasury Department | 12k | $3.4M | -8% | Jun 2024 |
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| CI Private Wealth | 11k | $3.6M | -5% | Sep 2024 |
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| Commerce Bank N A | 11k | $3.6M | -4% | Sep 2024 |
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| Citigroup | 11k | $3.5M | 56% | Sep 2024 |
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| Kensington Investment Counsel | 11k | $3.4M | 2% | Sep 2024 |
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| State of New Jersey Common Pension Fund D | 10k | $3.3M | -2% | Sep 2024 |
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| Magnetar Financial | 10k | $3.3M | 163% | Sep 2024 |
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| B. Metzler seel. Sohn & Co. Holding | 10k | $3.2M | 100% | Sep 2024 |
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| B. Metzler seel. Sohn & Co | 10k | $3.2M | 13% | Sep 2024 |
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| Yousif Capital Management | 9.9k | $3.2M | -10% | Sep 2024 |
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| Ohio Pers | 9.8k | $3.1M | -5% | Sep 2024 |
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| Ceera Investments | 9.8k | $3.1M | 0% | Sep 2024 |
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| Us Bancorp | 9.7k | $3.1M | 0% | Sep 2024 |
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| Brian McDonald | 9.3k | $3.0M | -9% | Sep 2024 |
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| Congress Wealth Management LLC / DE / | 9.2k | $2.9M | 17% | Sep 2024 |
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| M^T Bank Corporation | 8.9k | $2.8M | 0% | Sep 2024 |
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| Campbell & Co. Investment Adviser | 8.9k | $2.8M | 115% | Sep 2024 |
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| Globeflex Capital | 8.8k | $2.8M | 100% | Sep 2024 |
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| Norden Group | 8.6k | $2.7M | 38% | Sep 2024 |
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| New York State Teachers Retirement System | 8.4k | $2.7M | -1% | Sep 2024 |
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| Teacher Retirement System Of Texas | 8.4k | $2.7M | 37% | Sep 2024 |
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| Azzad Asset Management | 8.3k | $2.6M | -8% | Sep 2024 |
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| Pathstone Holdings | 8.3k | $2.6M | -9% | Sep 2024 |
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| Teachers Retirement System Of The State Of Kentucky | 8.2k | $2.6M | -3% | Sep 2024 |
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| Arizona State Retirement System | 8.0k | $2.6M | 3% | Sep 2024 |
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| Intech Investment Management | 7.8k | $2.5M | 100% | Sep 2024 |
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| AQR Capital Management | 7.7k | $2.4M | 21% | Sep 2024 |
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| George Kaiser Family Foundation | 7.7k | $2.5M | 0% | Sep 2024 |
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| Redmond Asset Management | 7.6k | $2.3M | -8% | Jun 2024 |
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| Bright Rock Capital Management | 7.5k | $2.4M | 0% | Sep 2024 |
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| Louisiana State Employees Retirement System | 7.5k | $2.4M | 1% | Sep 2024 |
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| Empire Life Investments | 6.8k | $2.2M | 0% | Sep 2024 |
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| American Century Companies | 6.6k | $2.1M | 30% | Sep 2024 |
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| Gotham Asset Management | 6.6k | $2.1M | 51% | Sep 2024 |
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| State Treasurer State Of Michigan | 6.4k | $2.0M | 2% | Sep 2024 |
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| Raymond James & Associates | 6.4k | $2.0M | 6% | Sep 2024 |
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| HPM Partners | 6.3k | $2.0M | 17% | Sep 2024 |
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| Oddo Bhf Asset Management Sas | 6.2k | $2.0M | 100% | Sep 2024 |
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| Polen Capital Management | 6.2k | $2.0M | -23% | Sep 2024 |
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| ClariVest Asset Management | 6.1k | $1.8M | 0% | Sep 2024 |
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| Jump Financial | 6.1k | $1.9M | 374% | Sep 2024 |
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| Zurcher Kantonalbank | 6.1k | $1.9M | -7% | Sep 2024 |
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| Sepio Capital | 6.0k | $1.8M | -2% | Jun 2024 |
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| Bnp Paribas Arbitrage, Snc | 6.0k | $1.9M | 17% | Sep 2024 |
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| Handelsbanken Fonder AB | 6.0k | $1.9M | 7% | Sep 2024 |
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| Commonwealth of Pennsylvania | 5.9k | $1.9M | 3% | Sep 2024 |
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| Ashford Capital Management | 5.4k | $1.7M | -12% | Sep 2024 |
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| Quantbot Technologies | 3.8k | $1.1M | -45% | Jun 2024 |
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| Susquehanna Portfolio Strategies | 1.4k | $427k | -84% | Jun 2024 |
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Who sold out of Morningstar?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Millennium Management | Jun 2024 | 320k | $95M |
| NewEdge Wealth | Jun 2024 | 38k | $11M |
| Assenagon Asset Management | Jun 2024 | 32k | $9.4M |
| Texas Permanent School Fund | Jun 2024 | 21k | $6.3M |
| ING Groep | Mar 2024 | 14k | $4.3M |
| Goodman & Company, Investment Counsel | Jun 2024 | 14k | $4.1M |
| Two Sigma Investments | Mar 2024 | 6.8k | $2.1M |