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
Download as csv
Download as Excel
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 |
|
| BlackRock | 2.6M | $822M | 100% | Sep 2024 |
|
| BlackRock | 2.5M | $751M | 4% | Jun 2024 |
|
| Morgan Stanley | 2.0M | $598M | 4% | Jun 2024 |
|
| Select Equity | 1.8M | $561M | -28% | Sep 2024 |
|
| Bank of America Corporation | 1.6M | $497M | 2% | Sep 2024 |
|
| Bamco | 1.3M | $387M | 0% | Jun 2024 |
|
| Massachusetts Financial Services | 1.2M | $384M | 9% | Sep 2024 |
|
| Kayne Anderson Rudnick Investment Management | 1.0M | $333M | -8% | Sep 2024 |
|
| State Street Corporation | 776k | $230M | 1% | Jun 2024 |
|
| Daniel D. Thurber | 696k | $222M | 14% | Sep 2024 |
|
| T. Rowe Price Associates | 685k | $219M | 0% | Sep 2024 |
|
| Geode Capital Management | 497k | $159M | 2% | Sep 2024 |
|
| Liontrust Investment Partners | 403k | $119M | 0% | Sep 2024 |
|
| Dimensional Fund Advisors | 292k | $93M | 7% | Sep 2024 |
|
| Bank of New York Mellon | 283k | $90M | -14% | Sep 2024 |
|
| Allspring Global Investments Holdings | 273k | $87M | -3% | Sep 2024 |
|
| Jpmorgan Chase & Co | 202k | $65M | -17% | Sep 2024 |
|
| Northern Trust | 194k | $62M | 13% | Sep 2024 |
|
| Amundi | 193k | $65M | 1285073% | Sep 2024 |
|
| Charles Schwab Investment Management | 192k | $61M | 3% | Sep 2024 |
|
| Royce & Associates | 191k | $61M | -1% | Sep 2024 |
|
| Renaissance Technologies | 184k | $59M | 4% | Sep 2024 |
|
| M&G | 183k | $58M | 6% | Sep 2024 |
|
| Goldman Sachs Group | 171k | $51M | -20% | Jun 2024 |
|
| Luke P. La Valle, Jr. | 144k | $46M | 0% | Sep 2024 |
|
| Sei Investments | 135k | $43M | 6% | Sep 2024 |
|
| Citadel Advisors | 120k | $38M | 35% | Sep 2024 |
|
| Invesco | 117k | $37M | 160% | Sep 2024 |
|
| Copeland Capital Management | 107k | $34M | 2% | Sep 2024 |
|
| Praesidium Investment Management Company | 99k | $32M | 0% | Sep 2024 |
|
| Wells Fargo & Company | 89k | $28M | -1% | Sep 2024 |
|
| Df Dent & Co | 88k | $28M | 61% | Sep 2024 |
|
| Principal Financial Group | 85k | $27M | -23% | Sep 2024 |
|
| Cramer Rosenthal McGlynn | 80k | $24M | -7% | Jun 2024 |
|
| Rhumbline Advisers | 77k | $25M | 2% | Sep 2024 |
|
| Envestnet Asset Management | 77k | $25M | 5% | Sep 2024 |
|
| Nuveen Asset Management | 72k | $21M | -18% | Jun 2024 |
|
| Parnassus Investments | 71k | $23M | 0% | Sep 2024 |
|
| Confluence Investment Management | 64k | $21M | -1% | Sep 2024 |
|
| Boston Financial Mangement | 62k | $20M | 100% | Sep 2024 |
|
| Chicago Capital | 58k | $19M | 0% | Sep 2024 |
|
| Nordea Investment Management Ab | 56k | $18M | -5% | Sep 2024 |
|
| Swiss National Bank | 54k | $17M | -1% | Sep 2024 |
|
| CalPERS | 48k | $15M | -3% | Sep 2024 |
|
| CI Investments | 43k | $14M | -7% | Sep 2024 |
|
| Townsquare Capital | 42k | $13M | 1% | Sep 2024 |
|
| Congress Asset Management | 42k | $13M | 17% | Sep 2024 |
|
| Cubist Systematic Strategies | 41k | $13M | 2479% | Sep 2024 |
|
| Scout Investments | 39k | $13M | -9% | Sep 2024 |
|
| Diam | 37k | $12M | 3% | Sep 2024 |
|
| Alliancebernstein | 36k | $11M | 4% | Jun 2024 |
|
| Barlow Wealth Partners | 34k | $11M | 2% | Sep 2024 |
|
| Segall Bryant & Hamill | 34k | $11M | 2% | Sep 2024 |
|
| Retirement Systems of Alabama | 32k | $9.5M | -2% | Jun 2024 |
|
| Bank of Nova Scotia | 32k | $10M | -23% | Sep 2024 |
|
| Natixis | 32k | $10M | 10% | Sep 2024 |
|
| First Trust Advisors | 28k | $9.0M | -3% | Sep 2024 |
|
| Susquehanna International | 28k | $8.9M | 110% | Sep 2024 |
|
| National Bank Of Canada /fi/ | 27k | $8.7M | 92% | Sep 2024 |
|
| Arrowstreet Capital, Limited Partnership | 27k | $8.5M | 75% | Sep 2024 |
|
| Kornitzer Capital Management | 26k | $8.4M | 0% | Sep 2024 |
|
| Nicholas Company | 26k | $8.4M | 0% | Sep 2024 |
|
| California State Teachers Retirement System | 26k | $8.4M | -3% | Sep 2024 |
|
| Algert Coldiron Investors | 26k | $8.1M | 26% | Sep 2024 |
|
| Marks Group Wealth Management | 25k | $8.0M | 2% | Sep 2024 |
|
| Florida State Board of Administration | 25k | $7.9M | 0% | Sep 2024 |
|
| Motley Fool Wealth Management | 25k | $7.8M | -1% | Sep 2024 |
|
| Manufacturers Life Insurance Company | 23k | $6.8M | -2% | Jun 2024 |
|
| Balyasny Asset Management | 23k | $6.8M | -33% | Jun 2024 |
|
| Healthcare Of Ontario Pension Plan Trust Fund | 23k | $7.3M | 282% | Sep 2024 |
|
| Great-West Life Assurance Company | 23k | $7.2M | 11% | Sep 2024 |
|
| Russell Investments | 22k | $6.5M | -1% | Jun 2024 |
|
| Fisher Investments | 21k | $6.8M | 7% | Sep 2024 |
|
| Capitolis Liquid Global Markets | 19k | $6.1M | 0% | Sep 2024 |
|
| Stifel Financial | 19k | $5.6M | 1% | Jun 2024 |
|
| Ensign Peak Advisors | 18k | $5.8M | 3% | Sep 2024 |
|
| Barclays | 17k | $5.3M | 20% | Sep 2024 |
|
| HighTower Advisors | 16k | $4.8M | 1% | Jun 2024 |
|
| Victory Capital Management | 16k | $5.1M | 13% | Sep 2024 |
|
| New York State Common Retirement Fund | 16k | $4.9M | -13% | Sep 2024 |
|
| Southeast Asset Advisors | 15k | $4.9M | -25% | Sep 2024 |
|
| Neuberger Berman Group | 15k | $4.5M | -2% | Jun 2024 |
|
| Alaska Retirement Management Board | 15k | $4.8M | 2% | Sep 2024 |
|
| MetLife Investment Advisors | 15k | $4.8M | 1% | Sep 2024 |
|
| Daiwa Securities Group | 15k | $4.8M | -8% | Sep 2024 |
|
| Canada Pension Plan Investment Board | 15k | $4.4M | 0% | Jun 2024 |
|
| Mutual Of America Capital Management | 15k | $4.7M | -2% | Sep 2024 |
|
| Motley Fool Asset Management | 14k | $4.2M | -4% | Jun 2024 |
|
| Qube Research & Technologies | 14k | $4.2M | 31% | Jun 2024 |
|
| Thrivent Financial for Lutherans | 14k | $4.4M | 93% | Sep 2024 |
|
| Trexquant Investment | 14k | $4.4M | 79% | Sep 2024 |
|
| Royal Bank of Canada | 14k | $4.4M | 288% | Sep 2024 |
|
| Man Group | 14k | $4.3M | -29% | Sep 2024 |
|
| Amalgamated Bank | 13k | $4.2M | -2% | Sep 2024 |
|
| YHB Investment Advisors | 13k | $4.1M | -5% | Sep 2024 |
|
| Oppenheimer Asset Management | 13k | $4.1M | 9% | Sep 2024 |
|
| Quest Partners | 13k | $4.1M | 1274200% | Sep 2024 |
|
| Henderson Group | 13k | $3.7M | 6% | Jun 2024 |
|
| Ing Investment Management | 12k | $4.0M | -6% | Sep 2024 |
|
| Cardinal Capital Management | 12k | $3.9M | 2% | Sep 2024 |
|
| Treasurer of the State of North Carolina | 12k | $3.4M | 1% | Jun 2024 |
|
| Bnp Paribas Investment Partners | 12k | $3.7M | 1% | Sep 2024 |
|
| State of Tennessee, Treasury Department | 12k | $3.4M | -8% | Jun 2024 |
|
| CI Private Wealth | 11k | $3.6M | -5% | Sep 2024 |
|
| Commerce Bank N A | 11k | $3.6M | -4% | Sep 2024 |
|
| Citigroup | 11k | $3.5M | 56% | Sep 2024 |
|
| Kensington Investment Counsel | 11k | $3.4M | 2% | Sep 2024 |
|
| State of New Jersey Common Pension Fund D | 10k | $3.3M | -2% | Sep 2024 |
|
| Magnetar Financial | 10k | $3.3M | 163% | Sep 2024 |
|
| B. Metzler seel. Sohn & Co. Holding | 10k | $3.2M | 100% | Sep 2024 |
|
| B. Metzler seel. Sohn & Co | 10k | $3.2M | 13% | Sep 2024 |
|
| Yousif Capital Management | 9.9k | $3.2M | -10% | Sep 2024 |
|
| Ohio Pers | 9.8k | $3.1M | -5% | Sep 2024 |
|
| Ceera Investments | 9.8k | $3.1M | 0% | Sep 2024 |
|
| Us Bancorp | 9.7k | $3.1M | 0% | Sep 2024 |
|
| Brian McDonald | 9.3k | $3.0M | -9% | Sep 2024 |
|
| Congress Wealth Management LLC / DE / | 9.2k | $2.9M | 17% | Sep 2024 |
|
| M^T Bank Corporation | 8.9k | $2.8M | 0% | Sep 2024 |
|
| Campbell & Co. Investment Adviser | 8.9k | $2.8M | 115% | Sep 2024 |
|
| Globeflex Capital | 8.8k | $2.8M | 100% | Sep 2024 |
|
| Norden Group | 8.6k | $2.7M | 38% | Sep 2024 |
|
| New York State Teachers Retirement System | 8.4k | $2.7M | -1% | Sep 2024 |
|
| Teacher Retirement System Of Texas | 8.4k | $2.7M | 37% | Sep 2024 |
|
| Azzad Asset Management | 8.3k | $2.6M | -8% | Sep 2024 |
|
| Pathstone Holdings | 8.3k | $2.6M | -9% | Sep 2024 |
|
| Teachers Retirement System Of The State Of Kentucky | 8.2k | $2.6M | -3% | Sep 2024 |
|
| Arizona State Retirement System | 8.0k | $2.6M | 3% | Sep 2024 |
|
| Intech Investment Management | 7.8k | $2.5M | 100% | Sep 2024 |
|
| AQR Capital Management | 7.7k | $2.4M | 21% | Sep 2024 |
|
| George Kaiser Family Foundation | 7.7k | $2.5M | 0% | Sep 2024 |
|
| Redmond Asset Management | 7.6k | $2.3M | -8% | Jun 2024 |
|
| Bright Rock Capital Management | 7.5k | $2.4M | 0% | Sep 2024 |
|
| Louisiana State Employees Retirement System | 7.5k | $2.4M | 1% | Sep 2024 |
|
| Empire Life Investments | 6.8k | $2.2M | 0% | Sep 2024 |
|
| American Century Companies | 6.6k | $2.1M | 30% | Sep 2024 |
|
| Gotham Asset Management | 6.6k | $2.1M | 51% | Sep 2024 |
|
| State Treasurer State Of Michigan | 6.4k | $2.0M | 2% | Sep 2024 |
|
| Raymond James & Associates | 6.4k | $2.0M | 6% | Sep 2024 |
|
| HPM Partners | 6.3k | $2.0M | 17% | Sep 2024 |
|
| Polen Capital Management | 6.2k | $2.0M | -23% | Sep 2024 |
|
| ClariVest Asset Management | 6.1k | $1.8M | 0% | Sep 2024 |
|
| Jump Financial | 6.1k | $1.9M | 374% | Sep 2024 |
|
| Zurcher Kantonalbank | 6.1k | $1.9M | -7% | Sep 2024 |
|
| Sepio Capital | 6.0k | $1.8M | -2% | Jun 2024 |
|
| Bnp Paribas Arbitrage, Snc | 6.0k | $1.9M | 17% | Sep 2024 |
|
| Handelsbanken Fonder AB | 6.0k | $1.9M | 7% | Sep 2024 |
|
| Commonwealth of Pennsylvania | 5.9k | $1.9M | 3% | Sep 2024 |
|
| Atlantic Trust | 5.9k | $1.9M | 0% | Sep 2024 |
|
| Ashford Capital Management | 5.4k | $1.7M | -12% | Sep 2024 |
|
| Quantbot Technologies | 3.8k | $1.1M | -45% | Jun 2024 |
|
| Susquehanna Portfolio Strategies | 1.4k | $427k | -84% | Jun 2024 |
|
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 |