Who owns Morningstar?

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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
Select Equity 3.0M $854M -17% Dec 2023
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Vanguard Group 2.6M $738M 1% Dec 2023
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BlackRock 2.4M $556M 107% Sep 2023
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Morgan Stanley 2.0M $459M 1% Sep 2023
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Bamco 1.3M $379M 0% Dec 2023
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Bank of America Corporation 1.3M $370M 1% Dec 2023
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Kayne Anderson Rudnick Investment Management 1.3M $293M 0% Sep 2023
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Massachusetts Financial Services 1.1M $308M 7% Dec 2023
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State Street Corporation 714k $167M 79% Sep 2023
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T. Rowe Price Associates 712k $204M 3% Dec 2023
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Daniel D. Thurber 534k $153M 1% Dec 2023
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Wellington Management Company 510k $146M 46% Dec 2023
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Liontrust Investment Partners 453k $106M -4% Sep 2023
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FMR 435k $102M 0% Sep 2023
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Geode Capital Management 423k $99M 8% Sep 2023
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Bank of New York Mellon 387k $111M -1% Dec 2023
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Norges Bank Investment Management 300k $86M 100% Dec 2023
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Dimensional Fund Advisors 296k $85M 0% Dec 2023
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Allspring Global Investments Holdings 285k $82M 32% Dec 2023
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Jpmorgan Chase & Co 273k $78M -21% Dec 2023
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Renaissance Technologies 265k $62M -10% Sep 2023
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Ameriprise Financial 254k $60M 32% Sep 2023
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Invesco 252k $59M -24% Sep 2023
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Royce & Associates 224k $64M 1% Dec 2023
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Northern Trust 192k $45M 58% Sep 2023
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Principal Financial Group 188k $54M -9% Dec 2023
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Charles Schwab Investment Management 182k $52M 3% Dec 2023
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Praesidium Investment Management Company 177k $51M -12% Dec 2023
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Goldman Sachs Group 163k $47M -41% Dec 2023
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M&g Investment Management 160k $46M 8% Dec 2023
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Luke P. La Valle, Jr. 143k $41M -12% Dec 2023
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Sei Investments 128k $30M 1% Sep 2023
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Cramer Rosenthal McGlynn 109k $26M 49% Sep 2023
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Wells Fargo & Company 102k $29M -6% Dec 2023
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Copeland Capital Management 100k $29M -5% Dec 2023
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Nuveen Asset Management 99k $23M 20% Sep 2023
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Parnassus Investments 95k $27M 0% Dec 2023
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Rhumbline Advisers 77k $22M -2% Dec 2023
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Confluence Investment Management 74k $17M -3% Sep 2023
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Balyasny Asset Management 67k $19M -5% Dec 2023
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Susquehanna International 66k $16M 210% Sep 2023
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Nordea Investment Management Ab 66k $19M -2% Dec 2023
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Chicago Capital 60k $17M -3% Dec 2023
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Citadel Advisors 59k $17M -11% Dec 2023
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Swiss National Bank 51k $15M -10% Dec 2023
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Healthcare Of Ontario Pension Plan Trust Fund 50k $12M 74% Sep 2023
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Credit Suisse 48k $14M -2% Dec 2023
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Df Dent & Co 47k $14M 3% Dec 2023
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Ubs Global Asset Management Americas 47k $13M 6% Dec 2023
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CI Investments 44k $13M -6% Dec 2023
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Legal & General Group 43k $12M 7% Dec 2023
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Canada Pension Plan Investment Board 41k $9.6M 156% Sep 2023
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CalPERS 40k $11M -22% Dec 2023
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Coronation Fund Managers 39k $11M 4% Dec 2023
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Public Employees' Retirement Association of Colorado 39k $1.4M 1296% Sep 2023
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Diam 38k $11M 0% Dec 2023
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Scout Investments 36k $8.2M -1% Sep 2023
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American International 35k $10M -4% Dec 2023
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Envestnet Asset Management 35k $8.1M 105% Sep 2023
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Alliancebernstein 34k $9.6M 1% Dec 2023
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Retirement Systems of Alabama 33k $9.3M 0% Dec 2023
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Barlow Wealth Partners 32k $9.1M 100% Dec 2023
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Townsquare Capital 32k $9.0M 3% Dec 2023
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Southeast Asset Advisors 30k $7.0M -14% Sep 2023
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Segall Bryant & Hamill 30k $8.5M 21% Dec 2023
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Quadrature Capital 30k $6.9M 100% Sep 2023
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California State Teachers Retirement System 28k $6.6M -9% Sep 2023
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Kornitzer Capital Management 28k $8.0M 0% Dec 2023
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Jane Street 27k $7.9M 262% Dec 2023
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Florida State Board of Administration 26k $7.6M 0% Dec 2023
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Nicholas Company 26k $6.2M 0% Sep 2023
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Marks Group Wealth Management 24k $6.9M -1% Dec 2023
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Motley Fool Wealth Management 24k $6.9M -1% Dec 2023
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Barclays 24k $6.8M -76% Dec 2023
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Daiwa Securities Group 24k $6.8M -9% Dec 2023
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National Bank Of Canada /fi/ 23k $6.4M -82% Dec 2023
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Fisher Investments 23k $6.6M -19% Dec 2023
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Bank of Nova Scotia 23k $6.5M -84% Dec 2023
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Manufacturers Life Insurance Company 23k $5.3M 1726% Sep 2023
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Texas Permanent School Fund 23k $6.4M 2% Dec 2023
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Russell Investments 22k $6.4M -15% Dec 2023
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Man Group 20k $5.8M -9% Dec 2023
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New York State Common Retirement Fund 19k $5.5M -10% Dec 2023
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Amalgamated Bank 19k $5.3M 2% Dec 2023
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Stifel Financial 18k $5.2M 1% Dec 2023
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Algert Coldiron Investors 16k $4.7M -31% Dec 2023
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Great-West Life Assurance Company 16k $3.8M 647% Sep 2023
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Mutual Of America Capital Management 16k $4.6M -5% Dec 2023
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Raymond James & Associates 16k $4.6M -15% Dec 2023
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MetLife Investment Advisors 16k $4.5M -1% Dec 2023
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Victory Capital Management 16k $4.5M -4% Dec 2023
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Motley Fool Asset Management 15k $4.3M -2% Dec 2023
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Alaska Retirement Management Board 15k $4.3M -2% Dec 2023
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State of New Jersey Common Pension Fund D 15k $4.2M 0% Dec 2023
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Duality Advisers 14k $4.1M 100% Dec 2023
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YHB Investment Advisors 14k $4.0M -24% Dec 2023
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Polen Capital Management 14k $3.9M -2% Dec 2023
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State of Wisconsin Investment Board 13k $3.8M -30% Dec 2023
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Evoke Wealth 13k $3.7M 100% Dec 2023
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Neuberger Berman Group 13k $3.7M 1% Dec 2023
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CI Private Wealth 13k $3.6M -7% Dec 2023
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Commerce Bank N A 13k $3.6M -10% Dec 2023
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Yousif Capital Management 12k $3.5M -1% Dec 2023
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Natixis 12k $2.8M -75% Sep 2023
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Brian McDonald 12k $2.8M 100% Sep 2023
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Henderson Group 12k $3.4M 0% Dec 2023
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Ing Investment Management 12k $2.7M -3% Sep 2023
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Treasurer of the State of North Carolina 11k $3.3M 1% Dec 2023
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Us Bancorp 11k $3.3M 0% Dec 2023
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UBS Group 11k $3.2M 327% Dec 2023
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Goodman & Company, Investment Counsel 11k $2.6M 100% Sep 2023
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Ohio Pers 11k $3.1M 3% Dec 2023
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Cardinal Capital Management 11k $3.1M -1% Dec 2023
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Oppenheimer Asset Management 11k $2.5M 46% Sep 2023
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M^T Bank Corporation 11k $3.0M -5% Dec 2023
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Bridgeway Capital Management 10k $2.4M -44% Sep 2023
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Bnp Paribas Investment Partners 10k $3.0M -63% Dec 2023
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Ceera Investments 10k $2.9M -20% Dec 2023
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Advisors Preferred 9.3k $2.6M 100% Dec 2023
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HighTower Advisors 9.2k $2.6M 6% Dec 2023
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Captrust Financial Advisors 9.2k $2.6M -15% Dec 2023
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S.A.C. Capital Advisors 8.9k $2.6M 100% Dec 2023
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Mawer Investment Management 8.7k $2.5M 9% Dec 2023
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Atria Investments 8.7k $2.5M -24% Dec 2023
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Teachers Retirement System Of The State Of Kentucky 8.4k $2.4M 7% Dec 2023
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Redmond Asset Management 8.4k $2.4M -2% Dec 2023
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Kensington Investment Counsel 8.3k $2.4M 1% Dec 2023
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B. Metzler seel. Sohn & Co 8.1k $1.9M -48% Sep 2023
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Ensign Peak Advisors 7.9k $1.9M -17% Sep 2023
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Ashford Capital Management 7.9k $2.3M 4% Dec 2023
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George Kaiser Family Foundation 7.6k $2.2M -47% Dec 2023
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Raymond James Financial Services Advisors 7.6k $2.2M 100% Dec 2023
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Bright Rock Capital Management 7.5k $2.1M -25% Dec 2023
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Linden Thomas Advisory Services 7.4k $2.1M 3% Dec 2023
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Oregon Public Employees Retirement Fund 7.4k $2.1M 1% Dec 2023
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Louisiana State Employees Retirement System 7.3k $2.1M -1% Dec 2023
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Arizona State Retirement System 7.2k $2.0M -2% Dec 2023
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Two Sigma Investments 7.1k $2.0M -1% Dec 2023
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Empire Life Investments 6.7k $1.9M 2% Dec 2023
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Thrivent Financial for Lutherans 6.5k $1.5M 100% Sep 2023
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Citigroup 6.2k $1.8M 18% Dec 2023
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State Treasurer State Of Michigan 6.2k $1.8M 0% Dec 2023
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Jump Financial 6.2k $1.8M 100% Dec 2023
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Magnetar Financial 6.1k $1.4M 100% Sep 2023
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Point72 Europe 6.1k $1.8M 100% Dec 2023
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Sepio Capital 6.1k $1.8M -9% Dec 2023
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Two Sigma Advisers 6.1k $1.7M -3% Dec 2023
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Schonfeld Strategic Advisors 5.9k $1.7M 100% Dec 2023
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New York State Teachers Retirement System 5.8k $1.7M 4% Dec 2023
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Northwestern Mutual Investment Management Company 5.8k $1.4M 100% Sep 2023
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Summit Investment Advisors 5.8k $1.6M -1% Dec 2023
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AQR Capital Management 5.6k $1.6M -30% Dec 2023
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Bessemer 5.5k $1.6M -31% Dec 2023
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Black Creek Investment Management 5.4k $1.3M -23% Sep 2023
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William Blair $ Company 5.1k $1.5M -15% Dec 2023
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Holocene Advisors 3.0k $850k -80% Dec 2023
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Franklin Resources 2.9k $821k -69% Dec 2023
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Who sold out of Morningstar?

Fund or Company Name Date Sold Shares Held Valued At
2Xideas Sep 2023 55k $13M
D. E. Shaw & Co Sep 2023 10k $2.3M
Marshall Wace Sep 2023 8.0k $1.9M
ExodusPoint Capital Management Jun 2023 6.3k $1.2M
Alamar Capital Management Sep 2023 5.8k $1.4M