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 | ||
|---|---|---|---|---|---|---|
| Select Equity | 4.1M | $1.1B | -1% | Mar 2022 | ||
| Vanguard Group | 2.4M | $657M | 6% | Mar 2022 | ||
| Bamco | 1.2M | $318M | -4% | Mar 2022 | ||
| Atlanta Capital Management Co L L C | 1.0M | $280M | -7% | Mar 2022 | ||
| FMR | 831k | $227M | -10% | Mar 2022 | ||
| Daniel D. Thurber | 779k | $213M | -3% | Mar 2022 | ||
| Jpmorgan Chase & Co | 734k | $367M | 27% | Mar 2022 | ||
| BT Investment Management | 444k | $121M | 1% | Mar 2022 | ||
| Massachusetts Financial Services | 435k | $119M | 16% | Mar 2022 | ||
| Renaissance Technologies | 416k | $114M | 1% | Mar 2022 | ||
| Artisan Partners Limited Partnership | 405k | $111M | -4% | Mar 2022 | ||
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| Geode Capital Management | 331k | $91M | 4% | Mar 2022 | ||
| Dimensional Fund Advisors | 315k | $86M | 1% | Mar 2022 | ||
| Bank of New York Mellon | 298k | $81M | -3% | Mar 2022 | ||
| Royce & Associates | 258k | $70M | -18% | Mar 2022 | ||
| Praesidium Investment Management Company | 225k | $62M | -8% | Mar 2022 | ||
| Luke P. La Valle, Jr. | 186k | $51M | 1% | Mar 2022 | ||
| Twin Tree Management | 163k | $45M | 100% | Mar 2022 | ||
| Loomis, Sayles and | 148k | $41M | 2% | Mar 2022 | ||
| Charles Schwab Investment Management | 140k | $38M | 3% | Mar 2022 | ||
| Principal Financial Group | 125k | $34M | 16% | Mar 2022 | ||
| Lazard Asset Management | 115k | $31M | -5% | Mar 2022 | ||
| Northern Trust | 111k | $30M | 1% | Mar 2022 | ||
| Goldman Sachs Group | 103k | $28M | 59% | Mar 2022 | ||
| Allspring Global Investments Holdings | 100k | $27M | -13% | Mar 2022 | ||
| Nuveen Asset Management | 100k | $28M | -13% | Mar 2022 | ||
| Eaton Vance Management | 100k | $27M | 10% | Mar 2022 | ||
| New York State Common Retirement Fund | 97k | $26M | 0% | Mar 2022 | ||
| M&g Investment Management | 91k | $25M | 100% | Mar 2022 | ||
| Wells Fargo & Company | 85k | $29M | -66% | Dec 2021 | ||
| First Trust Advisors | 77k | $21M | 88% | Mar 2022 | ||
| Sei Investments | 77k | $21M | 3% | Mar 2022 | ||
| Pelham Global Financials | 77k | $21M | -20% | Mar 2022 | ||
| Confluence Investment Management | 77k | $21M | 0% | Mar 2022 | ||
| Morgan Stanley | 71k | $20M | 100% | Mar 2022 | ||
| Chicago Capital | 71k | $19M | -40% | Mar 2022 | ||
| Parnassus Investments | 67k | $18M | -28% | Mar 2022 | ||
| Copeland Capital Management | 62k | $21M | -2% | Dec 2021 | ||
| TCW Group | 61k | $21M | -3% | Dec 2021 | ||
| Swiss National Bank | 56k | $15M | 8% | Mar 2022 | ||
| CalPERS | 53k | $15M | 0% | Mar 2022 | ||
| D. E. Shaw & Co | 50k | $14M | -10% | Mar 2022 | ||
| Diam | 48k | $13M | 38% | Mar 2022 | ||
| Cramer Rosenthal McGlynn | 45k | $12M | -35% | Mar 2022 | ||
| Kornitzer Capital Management | 41k | $11M | -5% | Mar 2022 | ||
| Segall Bryant & Hamill | 40k | $11M | 14% | Mar 2022 | ||
| PanAgora Asset Management | 40k | $14M | -4% | Dec 2021 | ||
| Man Group | 39k | $11M | 25% | Mar 2022 | ||
| Nordea Investment Management Ab | 37k | $10M | 4% | Mar 2022 | ||
| CFS Investment Advisory Services | 35k | $0 | 100% | Mar 2022 | ||
| ExodusPoint Capital Management | 34k | $12M | 595% | Dec 2021 | ||
| Natixis | 33k | $9.0M | 264% | Mar 2022 | ||
| National Bank Of Canada /fi/ | 32k | $8.8M | 144% | Mar 2022 | ||
| Daiwa Securities Group | 31k | $8.4M | -3% | Mar 2022 | ||
| Credit Suisse | 30k | $8.3M | -1% | Mar 2022 | ||
| California State Teachers Retirement System | 30k | $8.3M | -8% | Mar 2022 | ||
| Qube Research & Technologies | 29k | $8.0M | 100% | Mar 2022 | ||
| Rhumbline Advisers | 28k | $9.6M | 0% | Dec 2021 | ||
| Southeast Asset Advisors | 28k | $7.5M | 9% | Mar 2022 | ||
| Florida State Board of Administration | 27k | $7.3M | -1% | Mar 2022 | ||
| Nicholas Company | 26k | $7.2M | -16% | Mar 2022 | ||
| Victory Capital Management | 26k | $6.6M | -5% | Mar 2022 | ||
| Russell Investments | 26k | $6.9M | 60% | Mar 2022 | ||
| Townsquare Capital | 22k | $6.0M | 24% | Mar 2022 | ||
| Citadel Advisors | 22k | $6.0M | 118% | Mar 2022 | ||
| Franklin Resources | 22k | $5.9M | 9% | Mar 2022 | ||
| Bnp Paribas Investment Partners | 22k | $5.9M | -11% | Mar 2022 | ||
| State of Wisconsin Investment Board | 21k | $5.8M | 652% | Mar 2022 | ||
| Fisher Investments | 21k | $5.7M | 12% | Mar 2022 | ||
| Citigroup | 20k | $6.9M | 100% | Dec 2021 | ||
| YHB Investment Advisors | 20k | $5.4M | -14% | Mar 2022 | ||
| Alberta Investment Management Corporation | 20k | $6.7M | 100% | Dec 2021 | ||
| Arrowstreet Capital, Limited Partnership | 20k | $5.3M | -59% | Mar 2022 | ||
| Marks Group Wealth Management | 17k | $4.5M | 5% | Mar 2022 | ||
| Capitolis Advisors | 16k | $5.3M | 13950% | Dec 2021 | ||
| Castleview Partners | 15k | $43k | 100% | Dec 2021 | ||
| Stifel Financial | 14k | $3.7M | -19% | Mar 2022 | ||
| Commerce Bank N A | 14k | $3.8M | 1% | Mar 2022 | ||
| State of New Jersey Common Pension Fund D | 13k | $3.6M | 0% | Mar 2022 | ||
| Ceera Investments | 13k | $3.6M | -1% | Mar 2022 | ||
| AQR Capital Management | 13k | $3.5M | 11% | Mar 2022 | ||
| Ohio Pers | 13k | $3.4M | -6% | Mar 2022 | ||
| Cardinal Capital Management | 12k | $3.3M | 1% | Mar 2022 | ||
| Us Bancorp | 12k | $3.2M | -11% | Mar 2022 | ||
| Rafferty Asset Management | 12k | $3.2M | 100% | Mar 2022 | ||
| Atria Investments | 12k | $3.2M | 22% | Mar 2022 | ||
| Alaska Retirement Management Board | 11k | $3.1M | -1% | Mar 2022 | ||
| Bnp Paribas Arbitrage, Snc | 11k | $3.0M | 94% | Mar 2022 | ||
| Bank of Nova Scotia | 11k | $2.9M | -32% | Mar 2022 | ||
| Neuberger Berman Group | 11k | $2.9M | 1% | Mar 2022 | ||
| Pallas Capital Advisors | 10k | $2.9M | 13% | Mar 2022 | ||
| Oppenheimer Asset Management | 10k | $3.7M | 9% | Dec 2021 | ||
| George Kaiser Family Foundation | 10k | $2.8M | 0% | Mar 2022 | ||
| Envestnet Asset Management | 10k | $2.8M | -7% | Mar 2022 | ||
| Bright Rock Capital Management | 10k | $3.4M | 0% | Dec 2021 | ||
| Alliancebernstein | 9.5k | $2.6M | -13% | Mar 2022 | ||
| Barclays | 9.0k | $3.1M | -24% | Dec 2021 | ||
| Captrust Financial Advisors | 8.9k | $2.4M | 10% | Mar 2022 | ||
| B. Metzler seel. Sohn & Co | 8.6k | $2.4M | 0% | Mar 2022 | ||
| Treasurer of the State of North Carolina | 8.6k | $2.4M | 2% | Mar 2022 | ||
| Alamar Capital Management | 8.5k | $2.3M | 2% | Mar 2022 | ||
| Deutsche Bank Aktiengesellschaft | 8.2k | $2.2M | -2% | Mar 2022 | ||
| Aviva | 8.2k | $2.2M | 2% | Mar 2022 | ||
| Bessemer | 7.9k | $2.7M | 3% | Dec 2021 | ||
| HighTower Advisors | 7.8k | $2.7M | 158% | Dec 2021 | ||
| M^T Bank Corporation | 7.8k | $2.1M | -2% | Mar 2022 | ||
| William Blair $ Company | 7.1k | $1.9M | -5% | Mar 2022 | ||
| Bank of Stockton Trust & Investment | 6.8k | $1.9M | 4% | Mar 2022 | ||
| Yorktown Management & Research Company | 6.5k | $1.8M | -6% | Mar 2022 | ||
| Ashford Capital Management | 6.4k | $2.2M | 29% | Dec 2021 | ||
| Arizona State Retirement System | 6.4k | $2.2M | -1% | Dec 2021 | ||
| HPM Partners | 6.3k | $1.7M | 754% | Mar 2022 | ||
| Davy Asset Management | 6.3k | $1.7M | 27% | Mar 2022 | ||
| Redmond Asset Management | 6.2k | $1.7M | 0% | Mar 2022 | ||
| Buckingham Asset Management | 6.2k | $1.7M | 0% | Mar 2022 | ||
| Empire Life Investments | 6.1k | $1.7M | 0% | Mar 2022 | ||
| Motive Wealth Advisors | 5.8k | $1.6M | -1% | Mar 2022 | ||
| BTG Pactual Global Asset Management | 5.6k | $1.5M | -33% | Mar 2022 | ||
| Amalgamated Bank | 5.4k | $1.9M | 15% | Dec 2021 | ||
| APG All Pensions Group NV | 5.3k | $1.6M | 100% | Dec 2021 | ||
| Advisory Services Network | 5.3k | $1.4M | 96% | Mar 2022 | ||
| Sepio Capital | 5.2k | $1.4M | -16% | Mar 2022 | ||
| Grandeur Peak Global Advisors | 5.1k | $1.4M | 17% | Mar 2022 | ||
| Covey Capital Advisors | 5.1k | $1.4M | 10% | Mar 2022 | ||
| Jennison Associates | 4.9k | $1.3M | -53% | Mar 2022 | ||
| Prudential Financial | 4.9k | $1.3M | 393% | Mar 2022 | ||
| Teacher Retirement System Of Texas | 4.9k | $1.3M | 7% | Mar 2022 | ||
| Johnson Investment Counsel | 4.8k | $1.3M | -2% | Mar 2022 | ||
| Martin Capital Advisors | 4.7k | $1.6M | 100% | Dec 2021 | ||
| O'Shares Investment Advisers | 4.5k | $1.2M | 6% | Mar 2022 | ||
| Advisor Group Holdings | 4.4k | $1.2M | 9% | Mar 2022 | ||
| Handelsbanken Fonder AB | 4.3k | $1.2M | 0% | Mar 2022 | ||
| Baker Tilly Financial | 4.3k | $1.2M | 4% | Mar 2022 | ||
| Fiera Capital Corporation | 4.2k | $1.2M | 6% | Mar 2022 | ||
| Utah Retirement Systems | 4.2k | $1.1M | 0% | Mar 2022 | ||
| Mawer Investment Management | 4.2k | $1.1M | -93% | Mar 2022 | ||
| Arbor Capital Management | 4.0k | $1.1M | -30% | Mar 2022 | ||
| Black Creek Investment Management | 4.0k | $1.1M | 0% | Mar 2022 | ||
| Veritable | 3.9k | $1.1M | 1% | Mar 2022 | ||
| Cubist Systematic Strategies | 3.8k | $1.0M | 1366% | Mar 2022 | ||
| BCGM Wealth Management | 3.6k | $912k | 11% | Mar 2022 | ||
| Twin Capital Management | 3.5k | $963k | -1% | Mar 2022 | ||
| PEAK6 Investments | 3.4k | $921k | -35% | Mar 2022 | ||
| H D Vest Advisory Services | 3.3k | $899k | -2% | Mar 2022 | ||
| Illinois Municipal Retirement Fund | 3.2k | $868k | 0% | Mar 2022 | ||
| Zurcher Kantonalbank | 3.1k | $858k | 2% | Mar 2022 | ||
| Jane Street | 3.1k | $851k | 100% | Mar 2022 | ||
| Bradley, Foster & Sargent | 3.0k | $1.0M | 0% | Dec 2021 | ||
| Branch Banking & Trust Company | 3.0k | $813k | -50% | Mar 2022 | ||
| DekaBank Deutsche Girozentrale | 2.9k | $809k | 22% | Mar 2022 | ||
| Hsbc Holdings | 2.7k | $925k | -81% | Dec 2021 | ||
| Bank Of Montreal | 2.1k | $631k | -92% | Dec 2021 | ||
| SG Americas Securities | 998.00 | $273k | -96% | Mar 2022 | ||
| Millennium Management | 874.00 | $239k | -100% | Mar 2022 | ||
Who sold out of Morningstar?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Norges Bank Investment Management | Dec 2021 | 226k | $77M |
| Bank of America Corporation | Dec 2021 | 140k | $48M |
| Parametric Portfolio Associates | Sep 2021 | 118k | $30M |
| Healthcare Of Ontario Pension Plan Trust Fund | Sep 2021 | 9.1k | $2.4M |
| Cibc World Markets | Dec 2021 | 9.0k | $3.1M |
| Voloridge Investment Management | Sep 2021 | 7.1k | $1.8M |
| W. E. Donoghue & Co | Sep 2021 | 7.0k | $1.8M |
| Vontobel Holding | Dec 2021 | 7.0k | $1.8M |
| Toronto-Dominion Bank | Dec 2021 | 6.0k | $2.1M |
| The Allstate Corporation | Sep 2021 | 5.1k | $1.3M |
| Iridian Asset Management | Sep 2021 | 4.7k | $1.2M |
| GaveKal Capital | Dec 2021 | 4.6k | $1.6M |
| Maverick Capital | Sep 2021 | 3.3k | $855k |
| Quantbot Technologies | Sep 2021 | 3.1k | $814k |