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 | ||
|---|---|---|---|---|---|---|
| Vanguard Group | 2.4M | $582M | 0% | Jun 2022 | ||
| Bank of America Corporation | 1.9M | $456M | 100% | Jun 2022 | ||
| BlackRock | 1.1M | $257M | 100% | Jun 2022 | ||
| Atlanta Capital Management Co L L C | 1.0M | $248M | 0% | Jun 2022 | ||
| Kayne Anderson Rudnick Investment Management | 1.0M | $213M | -2% | Sep 2022 | ||
| Jpmorgan Chase & Co | 787k | $190M | 7% | Jun 2022 | ||
| Daniel D. Thurber | 698k | $169M | -10% | Jun 2022 | ||
| FMR | 599k | $127M | -27% | Sep 2022 | ||
| Massachusetts Financial Services | 486k | $103M | 0% | Sep 2022 | ||
| State Street Corporation | 388k | $82M | 3% | Sep 2022 | ||
| Renaissance Technologies | 369k | $78M | -6% | Sep 2022 | ||
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| Artisan Partners Limited Partnership | 358k | $76M | -1% | Sep 2022 | ||
| BT Investment Management | 351k | $75M | -17% | Sep 2022 | ||
| Geode Capital Management | 331k | $80M | 0% | Jun 2022 | ||
| Dimensional Fund Advisors | 306k | $65M | 0% | Sep 2022 | ||
| Praesidium Investment Management Company | 298k | $72M | 32% | Jun 2022 | ||
| Principal Financial Group | 205k | $44M | -5% | Sep 2022 | ||
| Royce & Associates | 191k | $41M | -20% | Sep 2022 | ||
| Luke P. La Valle, Jr. | 184k | $44M | -1% | Jun 2022 | ||
| Morgan Stanley | 182k | $44M | 156% | Jun 2022 | ||
| Loomis, Sayles and | 147k | $36M | -1% | Jun 2022 | ||
| New York State Common Retirement Fund | 109k | $23M | 0% | Sep 2022 | ||
| Northern Trust | 108k | $26M | -3% | Jun 2022 | ||
| Goldman Sachs Group | 101k | $24M | -3% | Jun 2022 | ||
| Allspring Global Investments Holdings | 100k | $21M | 2% | Sep 2022 | ||
| M&g Investment Management | 100k | $21M | 1% | Sep 2022 | ||
| Lazard Asset Management | 97k | $21M | -13% | Sep 2022 | ||
| Wells Fargo & Company | 95k | $23M | -3% | Jun 2022 | ||
| Nordea Investment Management Ab | 80k | $17M | 47% | Sep 2022 | ||
| Confluence Investment Management | 73k | $16M | -1% | Sep 2022 | ||
| Chicago Capital | 70k | $15M | 0% | Sep 2022 | ||
| Parnassus Investments | 67k | $16M | 0% | Jun 2022 | ||
| Copeland Capital Management | 61k | $13M | -1% | Sep 2022 | ||
| Swiss National Bank | 61k | $13M | 0% | Sep 2022 | ||
| TCW Group | 60k | $13M | 8% | Sep 2022 | ||
| National Bank Of Canada /fi/ | 59k | $13M | 73% | Sep 2022 | ||
| CalPERS | 53k | $11M | 4% | Sep 2022 | ||
| Cramer Rosenthal McGlynn | 52k | $13M | 16% | Jun 2022 | ||
| Prudential Financial | 51k | $11M | 943% | Sep 2022 | ||
| Segall Bryant & Hamill | 50k | $11M | 25% | Sep 2022 | ||
| Vgi Partners Pty | 49k | $10M | -12% | Sep 2022 | ||
| Diam | 49k | $11M | 2% | Sep 2022 | ||
| 2Xideas | 47k | $12M | 1% | Jun 2022 | ||
| Man Group | 46k | $11M | 18% | Jun 2022 | ||
| Ubs Global Asset Management Americas | 43k | $10M | -2% | Jun 2022 | ||
| Legal & General Group | 42k | $10M | 78% | Jun 2022 | ||
| Kornitzer Capital Management | 37k | $7.8M | -5% | Sep 2022 | ||
| California State Teachers Retirement System | 32k | $6.8M | 6% | Sep 2022 | ||
| Credit Suisse | 32k | $6.7M | 1% | Sep 2022 | ||
| Rhumbline Advisers | 32k | $6.7M | -3% | Sep 2022 | ||
| Bnp Paribas Investment Partners | 31k | $6.5M | 46% | Sep 2022 | ||
| Southeast Asset Advisors | 30k | $6.4M | 10% | Sep 2022 | ||
| Fisher Investments | 29k | $6.1M | 5% | Sep 2022 | ||
| Citadel Advisors | 29k | $6.9M | 30% | Jun 2022 | ||
| Florida State Board of Administration | 27k | $5.7M | 0% | Sep 2022 | ||
| Nicholas Company | 26k | $6.4M | 0% | Jun 2022 | ||
| Daiwa Securities Group | 25k | $5.4M | -12% | Sep 2022 | ||
| Franklin Resources | 23k | $5.5M | 6% | Jun 2022 | ||
| Russell Investments | 22k | $4.6M | 113% | Sep 2022 | ||
| Townsquare Capital | 21k | $5.1M | -4% | Jun 2022 | ||
| Alberta Investment Management Corporation | 20k | $4.8M | 2% | Jun 2022 | ||
| YHB Investment Advisors | 20k | $4.1M | 0% | Sep 2022 | ||
| Raymond James & Associates | 17k | $3.7M | 26% | Sep 2022 | ||
| Victory Capital Management | 17k | $3.6M | -27% | Sep 2022 | ||
| Jane Street | 17k | $3.6M | 100% | Sep 2022 | ||
| Marks Group Wealth Management | 16k | $3.9M | -2% | Jun 2022 | ||
| Barclays | 16k | $3.3M | -27% | Sep 2022 | ||
| George Kaiser Family Foundation | 15k | $3.2M | 11% | Sep 2022 | ||
| State of New Jersey Common Pension Fund D | 14k | $3.1M | -4% | Sep 2022 | ||
| Commerce Bank N A | 14k | $3.0M | 0% | Sep 2022 | ||
| First Trust Advisors | 14k | $3.4M | -82% | Jun 2022 | ||
| Captrust Financial Advisors | 14k | $2.9M | 35% | Sep 2022 | ||
| Algert Coldiron Investors | 14k | $2.9M | 41% | Sep 2022 | ||
| Envestnet Asset Management | 13k | $2.9M | 5% | Sep 2022 | ||
| AQR Capital Management | 13k | $3.2M | 3% | Jun 2022 | ||
| Ohio Pers | 13k | $2.7M | 3% | Sep 2022 | ||
| Ceera Investments | 13k | $2.7M | -3% | Sep 2022 | ||
| Alaska Retirement Management Board | 11k | $2.4M | 1% | Sep 2022 | ||
| Us Bancorp | 11k | $2.3M | -5% | Sep 2022 | ||
| Treasurer of the State of North Carolina | 11k | $2.3M | 1% | Sep 2022 | ||
| Cardinal Capital Management | 10k | $2.2M | 1% | Sep 2022 | ||
| Bright Rock Capital Management | 10k | $2.1M | 0% | Sep 2022 | ||
| M^T Bank Corporation | 9.7k | $2.0M | -1% | Sep 2022 | ||
| Alliancebernstein | 9.5k | $2.0M | -1% | Sep 2022 | ||
| Oppenheimer Asset Management | 9.4k | $2.4M | -10% | Jun 2022 | ||
| Kensington Investment Counsel | 8.9k | $1.9M | 1% | Sep 2022 | ||
| Neuberger Berman Group | 8.9k | $1.9M | -16% | Sep 2022 | ||
| Redmond Asset Management | 8.5k | $1.8M | 37% | Sep 2022 | ||
| Bessemer | 8.4k | $1.8M | 0% | Sep 2022 | ||
| Aviva | 8.3k | $2.0M | 2% | Jun 2022 | ||
| HighTower Advisors | 8.3k | $1.8M | -3% | Sep 2022 | ||
| Bnp Paribas Arbitrage, Snc | 8.2k | $1.7M | -23% | Sep 2022 | ||
| Atria Investments | 8.0k | $1.7M | -18% | Sep 2022 | ||
| Rafferty Asset Management | 7.9k | $1.9M | -33% | Jun 2022 | ||
| HPM Partners | 7.7k | $1.9M | 22% | Jun 2022 | ||
| Duality Advisers | 7.5k | $1.6M | -26% | Sep 2022 | ||
| Deutsche Bank Aktiengesellschaft | 7.4k | $1.8M | -9% | Jun 2022 | ||
| Alamar Capital Management | 7.4k | $1.6M | -10% | Sep 2022 | ||
| Teacher Retirement System Of Texas | 7.3k | $1.6M | 78% | Sep 2022 | ||
| B. Metzler seel. Sohn & Co | 7.3k | $1.8M | -15% | Jun 2022 | ||
| D. E. Shaw & Co | 7.1k | $1.7M | -86% | Jun 2022 | ||
| Arizona State Retirement System | 7.0k | $1.5M | 0% | Sep 2022 | ||
| William Blair $ Company | 6.7k | $1.4M | -3% | Sep 2022 | ||
| Ashford Capital Management | 6.6k | $1.4M | 3% | Sep 2022 | ||
| Empire Life Investments | 6.3k | $1.5M | 3% | Jun 2022 | ||
| UBS Group | 6.3k | $1.3M | -55% | Sep 2022 | ||
| Bank of Stockton Trust & Investment | 6.2k | $1.3M | -6% | Sep 2022 | ||
| Buckingham Asset Management | 6.2k | $1.3M | 0% | Sep 2022 | ||
| Davy Asset Management | 6.0k | $1.3M | -4% | Sep 2022 | ||
| Pallas Capital Advisors | 6.0k | $1.4M | -44% | Sep 2022 | ||
| Amalgamated Bank | 5.5k | $1.2M | -5% | Sep 2022 | ||
| Eqis Capital Management | 5.4k | $1.1M | 4% | Sep 2022 | ||
| Dynamic Technology Lab Private | 5.4k | $1.3M | 52% | Jun 2022 | ||
| Advisory Services Network | 5.2k | $1.3M | 0% | Jun 2022 | ||
| Sepio Capital | 5.1k | $1.1M | 0% | Sep 2022 | ||
| Black Creek Investment Management | 5.0k | $1.1M | 25% | Sep 2022 | ||
| Covey Capital Advisors | 4.8k | $1.0M | -1% | Sep 2022 | ||
| ALPS Advisors | 4.7k | $1.1M | 100% | Jun 2022 | ||
| Yorktown Management & Research Company | 4.7k | $998k | 0% | Sep 2022 | ||
| Mawer Investment Management | 4.6k | $986k | 41% | Sep 2022 | ||
| First Republic Investment Management | 4.4k | $942k | 19% | Sep 2022 | ||
| Advisor Group Holdings | 4.4k | $1.1M | 2% | Jun 2022 | ||
| Utah Retirement Systems | 4.4k | $1.1M | 5% | Jun 2022 | ||
| Citigroup | 4.3k | $915k | 100% | Sep 2022 | ||
| Fiera Capital Corporation | 4.3k | $912k | 0% | Sep 2022 | ||
| Grandeur Peak Global Advisors | 4.2k | $891k | -18% | Sep 2022 | ||
| Arp Americas | 4.2k | $881k | -1% | Sep 2022 | ||
| Arbor Capital Management | 4.1k | $900k | 1% | Sep 2022 | ||
| Intech Investment Management | 4.0k | $857k | 100% | Sep 2022 | ||
| Martin Capital Advisors | 4.0k | $846k | -16% | Sep 2022 | ||
| Great-West Life Assurance Company | 3.9k | $836k | 104% | Sep 2022 | ||
| BCGM Wealth Management | 3.9k | $914k | 8% | Sep 2022 | ||
| Baker Tilly Financial | 3.8k | $816k | -8% | Sep 2022 | ||
| Ensign Peak Advisors | 3.8k | $907k | 681% | Jun 2022 | ||
| ExodusPoint Capital Management | 3.7k | $781k | -88% | Sep 2022 | ||
| H D Vest Advisory Services | 3.6k | $765k | 10% | Sep 2022 | ||
| Twin Capital Management | 3.5k | $748k | 0% | Sep 2022 | ||
| Zurcher Kantonalbank | 3.2k | $688k | 0% | Sep 2022 | ||
| Handelsbanken Fonder AB | 3.1k | $652k | -28% | Sep 2022 | ||
| Bradley, Foster & Sargent | 3.0k | $731k | 0% | Jun 2022 | ||
| Hsbc Holdings | 3.0k | $720k | -55% | Jun 2022 | ||
| Royal Bank of Canada | 3.0k | $656k | 100% | Sep 2022 | ||
| Accretive Wealth Partners | 3.0k | $714k | -4% | Jun 2022 | ||
| Janney Montgomery Scott | 2.9k | $613k | 41% | Sep 2022 | ||
| Public Employees' Retirement Association of Colorado | 2.8k | $592k | 0% | Sep 2022 | ||
| Fis | 2.7k | $574k | 2% | Sep 2022 | ||
| Quantbot Technologies | 2.5k | $532k | 1654% | Sep 2022 | ||
| Fiduciary Trust Company | 2.5k | $531k | 2% | Sep 2022 | ||
| Precision Wealth Strategies | 2.5k | $536k | -6% | Sep 2022 | ||
| Branch Banking & Trust Company | 2.5k | $529k | -17% | Sep 2022 | ||
| JustInvest | 2.4k | $582k | -14% | Jun 2022 | ||
| Cubist Systematic Strategies | 2.2k | $465k | -27% | Sep 2022 | ||
| Jennison Associates | 1.9k | $401k | -32% | Sep 2022 | ||
| Bridgewater Associates | 1.8k | $373k | -41% | Sep 2022 | ||
Who sold out of Morningstar?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Bank of New York Mellon | Mar 2022 | 298k | $81M |
| Twin Tree Management | Jun 2022 | 35k | $8.5M |
| Natixis | Mar 2022 | 33k | $9.0M |
| Jump Financial | Jun 2022 | 6.4k | $1.6M |
| Motive Wealth Advisors | Jun 2022 | 6.1k | $1.5M |
| PEAK6 Investments | Mar 2022 | 3.4k | $921k |
| DekaBank Deutsche Girozentrale | Jun 2022 | 2.9k | $687k |