Who owns Morningstar?

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Setup an alert

Want to be notified whenever an investor makes a significant change to their holdings of Morningstar?

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