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
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