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 |
|---|---|---|---|---|---|
| BlackRock | 2.3M | $395M | -1% | Mar 2026 |
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| Morgan Stanley | 1.7M | $293M | -14% | Mar 2026 |
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| Wellington Management Company | 1.7M | $281M | 46% | Mar 2026 |
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| Vanguard Portfolio Management | 1.1M | $178M | 100% | Mar 2026 |
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| Vanguard Capital Management | 990k | $167M | 100% | Mar 2026 |
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| Two Sigma Investments | 860k | $145M | 125% | Mar 2026 |
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| Bamco | 760k | $128M | -39% | Mar 2026 |
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| State Street Corporation | 736k | $124M | -2% | Mar 2026 |
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| Thomas Stevens, CFA" | 645k | $109M | 581327% | Mar 2026 |
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| Select Equity | 638k | $108M | -58% | Mar 2026 |
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| AQR Capital Management | 624k | $105M | -31% | Mar 2026 |
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| Geode Capital Management | 599k | $101M | 0% | Mar 2026 |
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| Dimensional Fund Advisors | 518k | $88M | 10% | Mar 2026 |
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| Renaissance Technologies | 449k | $76M | 39% | Mar 2026 |
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| Arrowstreet Capital, Limited Partnership | 395k | $67M | 39% | Mar 2026 |
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| Jane Street | 334k | $56M | -23% | Mar 2026 |
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| Millennium Management | 323k | $55M | -6% | Mar 2026 |
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| Invesco | 285k | $48M | 5% | Mar 2026 |
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| Massachusetts Financial Services | 255k | $43M | -30% | Mar 2026 |
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| Charles Schwab Investment Management | 214k | $36M | 13% | Mar 2026 |
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| Goldman Sachs Group | 210k | $36M | 85% | Mar 2026 |
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| Sei Investments | 189k | $32M | 219% | Mar 2026 |
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| Quantinno Capital Management | 187k | $32M | -1% | Mar 2026 |
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| Bnp Paribas Investment Partners | 186k | $32M | 593% | Mar 2026 |
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| Bank of America Corporation | 184k | $31M | 100% | Mar 2026 |
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| Voloridge Investment Management | 178k | $30M | -22% | Mar 2026 |
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| Northern Trust | 176k | $30M | 0% | Mar 2026 |
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| Bank of New York Mellon | 175k | $30M | 3% | Mar 2026 |
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| Royce & Associates | 174k | $30M | 22% | Mar 2026 |
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| Point72 Asset Management | 171k | $29M | 17% | Mar 2026 |
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| Gotham Asset Management | 170k | $29M | 69% | Mar 2026 |
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| Confluence Investment Management | 166k | $26M | -6% | Jun 2026 |
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| Kayne Anderson Rudnick Investment Management | 164k | $28M | -13% | Mar 2026 |
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| Ameriprise Financial | 157k | $27M | 692% | Mar 2026 |
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| M&G | 150k | $25M | -4% | Mar 2026 |
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| Vanguard Fiduciary Trust | 143k | $24M | 100% | Mar 2026 |
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| Qube Research & Technologies | 140k | $24M | -42% | Mar 2026 |
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| Copeland Capital Management | 135k | $23M | 28% | Mar 2026 |
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| Kensico Capital Management Corp | 135k | $23M | 100% | Mar 2026 |
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| Colony | 135k | $23M | -1% | Mar 2026 |
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| Luke P. La Valle, Jr. | 108k | $18M | -4% | Mar 2026 |
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| Envestnet Asset Management | 107k | $18M | 24% | Mar 2026 |
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| FMR | 107k | $18M | -28% | Mar 2026 |
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| Df Dent & Co | 102k | $17M | -30% | Mar 2026 |
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| Nomura Asset Management International | 91k | $15M | 100% | Mar 2026 |
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| Henderson Group | 90k | $15M | 100% | Mar 2026 |
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| Crawford Fund Management | 89k | $15M | 339% | Mar 2026 |
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| Incline Global Management | 88k | $15M | 1307% | Mar 2026 |
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| Schroder Investment Management Group | 84k | $14M | -44% | Mar 2026 |
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| Principal Financial Group | 77k | $13M | -12% | Mar 2026 |
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| Nordea Investment Management Ab | 73k | $12M | -4% | Mar 2026 |
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| UBS Group | 70k | $12M | -76% | Mar 2026 |
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| Ubs Global Asset Management Americas | 69k | $12M | 0% | Mar 2026 |
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| Capital Fund Management | 67k | $11M | 10% | Mar 2026 |
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| Prudential Financial | 66k | $12M | 55% | Mar 2026 |
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| Stifel Financial | 63k | $11M | 368% | Mar 2026 |
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| Rhumbline Advisers | 63k | $11M | -1% | Mar 2026 |
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| Chicago Capital | 61k | $9.5M | -18% | Jun 2026 |
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| Nuveen | 61k | $10M | -15% | Mar 2026 |
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| Barlow Wealth Partners | 58k | $11M | 4% | Mar 2026 |
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| Raymond James Financial | 57k | $9.7M | 86% | Mar 2026 |
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| Susquehanna International | 57k | $9.6M | -16% | Mar 2026 |
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| Meeder Asset Management | 56k | $9.4M | -4% | Mar 2026 |
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| Canada Pension Plan Investment Board | 52k | $8.8M | 176% | Mar 2026 |
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| Loomis, Sayles and | 49k | $8.3M | 542% | Mar 2026 |
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| Algert Coldiron Investors | 49k | $8.3M | 0% | Mar 2026 |
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| Swiss National Bank | 49k | $8.2M | -2% | Mar 2026 |
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| SG Americas Securities | 47k | $7.9M | 211% | Mar 2026 |
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| Thrivent Financial for Lutherans | 46k | $7.7M | 30% | Mar 2026 |
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| Hrt Financial | 44k | $7.4M | -66% | Mar 2026 |
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| Bnp Paribas Arbitrage, Snc | 42k | $7.1M | 113% | Mar 2026 |
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| Tudor Investment Corporation | 40k | $6.8M | 749% | Mar 2026 |
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| American Century Companies | 37k | $6.2M | 1975% | Mar 2026 |
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| Citadel Advisors | 36k | $6.1M | 220% | Mar 2026 |
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| Worldquant Millennium Quantitative Strategies | 36k | $6.0M | 27% | Mar 2026 |
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| D. E. Shaw & Co | 36k | $6.0M | 57% | Mar 2026 |
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| PanAgora Asset Management | 35k | $5.9M | -11% | Mar 2026 |
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| Creative Planning | 34k | $5.8M | 16% | Mar 2026 |
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| Benjamin Edwards | 34k | $5.2M | -3% | Jun 2026 |
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| CalPERS | 33k | $5.6M | -6% | Mar 2026 |
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| Legal & General Group | 33k | $5.5M | -16% | Mar 2026 |
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| Alliancebernstein | 31k | $6.7M | 18% | Mar 2026 |
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| California State Teachers Retirement System | 29k | $5.0M | 16% | Mar 2026 |
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| Trexquant Investment | 29k | $4.9M | 44% | Mar 2026 |
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| Ieq Capital | 29k | $4.9M | -44% | Mar 2026 |
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| Bank of Nova Scotia | 28k | $4.7M | -18% | Mar 2026 |
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| Barclays | 28k | $4.7M | 20% | Mar 2026 |
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| Allspring Global Investments Holdings | 27k | $4.7M | 1976% | Mar 2026 |
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| Allianz Asset Management | 27k | $4.6M | 63% | Mar 2026 |
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| Nicholas Company | 26k | $4.4M | 0% | Mar 2026 |
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| Holocene Advisors | 26k | $4.4M | 100% | Mar 2026 |
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| First Trust Advisors | 26k | $4.3M | -60% | Mar 2026 |
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| Caxton Associates | 25k | $4.2M | 100% | Mar 2026 |
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| Alaska Retirement Management Board | 24k | $3.7M | 40% | Jun 2026 |
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| T. Rowe Price Associates | 23k | $5.8M | 7% | Mar 2026 |
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| Retirement Systems of Alabama | 23k | $3.6M | -19% | Jun 2026 |
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| Florida State Board of Administration | 23k | $3.8M | 0% | Mar 2026 |
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| Advisor Group Holdings | 23k | $3.8M | 27% | Mar 2026 |
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| Royal Bank of Canada | 23k | $3.8M | 100% | Mar 2026 |
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| Van Eck Associates Corp. | 22k | $3.7M | 4% | Mar 2026 |
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| Schonfeld Strategic Advisors | 22k | $3.7M | 104% | Mar 2026 |
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| Vident Advisory | 22k | $3.7M | 50% | Mar 2026 |
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| XTX Topco | 21k | $3.6M | -29% | Mar 2026 |
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| Warren Averett Asset Management | 21k | $3.6M | 100% | Mar 2026 |
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| Wells Fargo & Company | 20k | $3.4M | -10% | Mar 2026 |
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| Walleye Trading Advisors | 20k | $3.4M | 100% | Mar 2026 |
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| CI Private Wealth | 19k | $3.2M | -11% | Mar 2026 |
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| MidFirst Bank | 19k | $3.2M | 20% | Mar 2026 |
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| GHP Investment Advisors | 18k | $2.9M | 639% | Jun 2026 |
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| Vanguard Asset Management | 18k | $3.0M | 100% | Mar 2026 |
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| Great-West Life Assurance Company | 17k | $2.9M | -6% | Mar 2026 |
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| ING Groep | 17k | $2.8M | 100% | Mar 2026 |
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| Mariner Wealth Advisors | 17k | $2.8M | -3% | Mar 2026 |
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| Axxcess Wealth Management | 17k | $2.6M | 100% | Jun 2026 |
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| Manufacturers Life Insurance Company | 16k | $2.7M | -9% | Mar 2026 |
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| Goodman & Company, Investment Counsel | 16k | $2.7M | 100% | Mar 2026 |
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| LPL Financial | 16k | $2.6M | 54% | Mar 2026 |
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| Berkeley | 15k | $2.4M | -2% | Jun 2026 |
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| Lazard Asset Management | 15k | $2.5M | 24% | Mar 2026 |
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| HPM Partners | 15k | $2.5M | -12% | Mar 2026 |
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| Natixis Asset Management Advisors | 15k | $2.4M | 6% | Mar 2026 |
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| Fluent Financial | 14k | $2.2M | 150% | Jun 2026 |
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| Engineers Gate Manager | 14k | $2.4M | -82% | Mar 2026 |
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| Advisory Services Network | 14k | $2.4M | 339% | Mar 2026 |
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| State of New Jersey Common Pension Fund D | 14k | $2.3M | 35% | Mar 2026 |
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| Cardinal Capital Management | 14k | $2.3M | 6% | Mar 2026 |
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| New Age Alpha Advisors | 14k | $2.3M | -4% | Mar 2026 |
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| Oak Thistle | 13k | $2.3M | 278% | Mar 2026 |
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| Jones Financial Companies, L.L | 13k | $2.1M | 3105% | Mar 2026 |
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| Numerai GP | 13k | $2.2M | 12% | Mar 2026 |
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| CWM | 13k | $2.1M | -2% | Mar 2026 |
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| Citigroup | 12k | $2.0M | 100% | Mar 2026 |
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| MetLife Investment Advisors | 12k | $2.0M | -4% | Mar 2026 |
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| State of Wisconsin Investment Board | 12k | $2.0M | 33% | Mar 2026 |
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| Apeiron RIA | 12k | $433k | 100% | Jun 2026 |
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| Henshaw Capital | 12k | $2.0M | -7% | Mar 2026 |
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| Jump Financial | 11k | $1.8M | -78% | Mar 2026 |
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| Marshall Wace | 11k | $1.8M | 206% | Mar 2026 |
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| Ing Investment Management | 11k | $1.8M | -10% | Mar 2026 |
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| New York State Common Retirement Fund | 10k | $1.8M | -18% | Mar 2026 |
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| Hsbc Holdings | 10k | $1.7M | 2% | Mar 2026 |
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| State of Tennessee, Treasury Department | 10k | $1.7M | 0% | Mar 2026 |
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| Amalgamated Bank | 9.9k | $1.5M | -8% | Jun 2026 |
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| Russell Investments | 9.8k | $1.7M | 16% | Mar 2026 |
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| Motley Fool Asset Management | 9.8k | $1.6M | -6% | Mar 2026 |
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| Summit Trail Advisors | 9.6k | $1.6M | 13% | Mar 2026 |
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| Lecap Asset Management | 9.6k | $1.6M | 100% | Mar 2026 |
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| Y-Intercept | 9.6k | $1.6M | 106% | Mar 2026 |
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| Aurora Investment Counsel | 9.5k | $1.6M | -1% | Mar 2026 |
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| Connor, Clark & Lunn Investment Management | 9.4k | $1.6M | -28% | Mar 2026 |
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| Treasurer of the State of North Carolina | 9.1k | $1.5M | -3% | Mar 2026 |
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| HighTower Advisors | 9.1k | $1.5M | -30% | Mar 2026 |
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| Mml Investors Services | 8.9k | $1.5M | -33% | Mar 2026 |
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| Police & Firemen's Retirement System of New Jersey | 8.9k | $1.5M | -9% | Mar 2026 |
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| Mutual Of America Capital Management | 8.8k | $1.5M | -11% | Mar 2026 |
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| Headlands Technologies | 8.5k | $1.4M | -32% | Mar 2026 |
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| Captrust Financial Advisors | 8.2k | $1.4M | -29% | Mar 2026 |
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| Southeast Asset Advisors | 7.8k | $1.3M | -39% | Mar 2026 |
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| Mercer Global Advisors | 7.4k | $1.3M | -26% | Mar 2026 |
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| Healthcare Of Ontario Pension Plan Trust Fund | 6.6k | $1.1M | -72% | Mar 2026 |
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| OP Asset Management | 4.4k | $684k | -64% | Jun 2026 |
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| CI Investments | 2.3k | $388k | -93% | Mar 2026 |
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| Man Group | 2.1k | $355k | -78% | Mar 2026 |
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| Kornitzer Capital Management | 2.1k | $349k | -85% | Mar 2026 |
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| United Capital Financial Advisers | 1.5k | $257k | -93% | Mar 2026 |
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| Quantbot Technologies | 368.00 | $62k | -97% | Mar 2026 |
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Who sold out of Morningstar?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Two Sigma Advisers | Dec 2025 | 354k | $77M |
| Norges Bank Investment Management | Dec 2025 | 287k | $62M |
| Congress Asset Management | Mar 2026 | 77k | $13M |
| Premier Fund Managers | Dec 2025 | 56k | $12M |
| Sone Capital Management | Dec 2025 | 44k | $9.5M |
| River Road Asset Management | Mar 2026 | 42k | $7.1M |
| Verition Fund Management | Dec 2025 | 37k | $8.1M |
| Squarepoint Ops | Dec 2025 | 34k | $7.4M |
| Winton Capital | Dec 2025 | 30k | $6.5M |
| Segall Bryant & Hamill | Dec 2025 | 24k | $5.2M |
| Jain Global | Dec 2025 | 16k | $3.4M |
| Wealth Enhancement Advisory Services | Dec 2025 | 11k | $2.4M |
| Redwood Investment Management | Dec 2025 | 11k | $2.4M |
| Dark Forest Capital Management | Dec 2025 | 10k | $2.2M |