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 |
|---|---|---|---|---|---|
| Bamco | 3.5M | $546M | 361% | Jun 2026 |
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| BlackRock | 2.1M | $325M | -11% | Jun 2026 |
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| Morgan Stanley | 1.7M | $293M | -14% | Mar 2026 |
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| Wellington Management Company | 1.5M | $233M | -10% | Jun 2026 |
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| AQR Capital Management | 1.3M | $204M | 109% | Jun 2026 |
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| Vanguard Portfolio Management | 950k | $148M | -10% | Jun 2026 |
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| Vanguard Capital Management | 894k | $140M | -10% | Jun 2026 |
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| State Street Corporation | 736k | $124M | -2% | Mar 2026 |
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| Geode Capital Management | 578k | $90M | -3% | Jun 2026 |
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| Dimensional Fund Advisors | 562k | $88M | 9% | Jun 2026 |
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| Thomas Stevens, CFA" | 558k | $87M | -14% | Jun 2026 |
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| Two Sigma Investments | 484k | $76M | -44% | Jun 2026 |
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| Jane Street | 433k | $68M | 30% | Jun 2026 |
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| Arrowstreet Capital, Limited Partnership | 421k | $66M | 7% | Jun 2026 |
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| Kensico Capital Management Corp | 284k | $44M | 110% | Jun 2026 |
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| Invesco | 259k | $41M | -9% | Jun 2026 |
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| Massachusetts Financial Services | 244k | $38M | -4% | Jun 2026 |
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| Renaissance Technologies | 239k | $37M | -47% | Jun 2026 |
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| Jpmorgan Chase & Co | 236k | $37M | 100% | Jun 2026 |
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| Bank of New York Mellon | 233k | $36M | 33% | Jun 2026 |
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| Copeland Capital Management | 230k | $36M | 70% | Jun 2026 |
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| UBS Group | 209k | $33M | 199% | Jun 2026 |
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| Charles Schwab Investment Management | 206k | $32M | -4% | Jun 2026 |
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| Sixth Street Partners Management Company | 206k | $32M | 100% | Jun 2026 |
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| Quantinno Capital Management | 203k | $32M | 9% | Jun 2026 |
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| Bank of America Corporation | 193k | $30M | 5% | Jun 2026 |
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| Bnp Paribas Investment Partners | 191k | $30M | 3% | Jun 2026 |
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| FMR | 181k | $28M | 70% | Jun 2026 |
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| Goldman Sachs Group | 179k | $28M | -15% | Jun 2026 |
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| Northern Trust | 170k | $27M | -3% | Jun 2026 |
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| Confluence Investment Management | 166k | $26M | -6% | Jun 2026 |
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| Millennium Management | 163k | $25M | -50% | Jun 2026 |
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| Voloridge Investment Management | 162k | $25M | -9% | Jun 2026 |
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| Brookfield Asset Management | 157k | $25M | 100% | Jun 2026 |
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| Norges Bank Investment Management | 156k | $24M | 100% | Jun 2026 |
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| Nordea Investment Management Ab | 148k | $23M | 102% | Jun 2026 |
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| Royce & Associates | 145k | $23M | -17% | Jun 2026 |
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| Gotham Asset Management | 142k | $22M | -16% | Jun 2026 |
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| Vanguard Fiduciary Trust | 137k | $21M | -4% | Jun 2026 |
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| Ameriprise Financial | 137k | $21M | -13% | Jun 2026 |
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| Kayne Anderson Rudnick Investment Management | 125k | $19M | -24% | Jun 2026 |
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| Envestnet Asset Management | 118k | $19M | 11% | Jun 2026 |
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| Luke P. La Valle, Jr. | 115k | $18M | 6% | Jun 2026 |
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| Sei Investments | 113k | $18M | -40% | Jun 2026 |
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| Crawford Fund Management | 110k | $17M | 23% | Jun 2026 |
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| Df Dent & Co | 106k | $17M | 4% | Jun 2026 |
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| Jupiter Topco | 91k | $14M | 100% | Jun 2026 |
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| Henderson Group | 90k | $15M | 100% | Mar 2026 |
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| Principal Financial Group | 76k | $12M | -1% | Jun 2026 |
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| Tudor Investment Corporation | 76k | $12M | 90% | Jun 2026 |
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| Candriam Luxembourg S.C.A. | 74k | $12M | 100% | Jun 2026 |
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| Allianz Asset Management | 74k | $12M | 173% | Jun 2026 |
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| Capital Fund Management | 69k | $11M | 3% | Jun 2026 |
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| Stifel Financial | 67k | $11M | 6% | Jun 2026 |
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| Loomis, Sayles and | 65k | $10M | 32% | Jun 2026 |
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| Susquehanna International | 64k | $10M | 12% | Jun 2026 |
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| Ubs Global Asset Management Americas | 62k | $9.7M | -10% | Jun 2026 |
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| Prudential Financial | 62k | $9.6M | -6% | Jun 2026 |
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| Chicago Capital | 61k | $9.5M | -18% | Jun 2026 |
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| Barlow Wealth Partners | 58k | $9.5M | 0% | Jun 2026 |
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| Rhumbline Advisers | 56k | $8.7M | -11% | Jun 2026 |
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| Nomura Asset Management International | 55k | $8.6M | -40% | Jun 2026 |
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| Ieq Capital | 54k | $8.4M | 85% | Jun 2026 |
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| Citadel Advisors | 52k | $8.1M | 45% | Jun 2026 |
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| Canada Pension Plan Investment Board | 51k | $7.9M | -3% | Jun 2026 |
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| Nuveen | 50k | $7.8M | -18% | Jun 2026 |
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| Mariner Wealth Advisors | 50k | $7.7M | 201% | Jun 2026 |
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| SG Americas Securities | 49k | $7.6M | 4% | Jun 2026 |
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| Squarepoint Ops | 48k | $7.4M | 100% | Jun 2026 |
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| First Trust Advisors | 45k | $6.9M | 73% | Jun 2026 |
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| Alliancebernstein | 41k | $6.9M | 33% | Jun 2026 |
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| Swiss National Bank | 41k | $6.3M | -17% | Jun 2026 |
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| Engineers Gate Manager | 40k | $6.2M | 182% | Jun 2026 |
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| Algert Coldiron Investors | 35k | $5.5M | -28% | Jun 2026 |
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| Creative Planning | 35k | $5.4M | 1% | Jun 2026 |
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| American Century Companies | 34k | $5.3M | -8% | Jun 2026 |
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| Benjamin Edwards | 34k | $5.2M | -3% | Jun 2026 |
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| Point72 Asset Management | 33k | $5.1M | -81% | Jun 2026 |
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| XTX Topco | 33k | $5.1M | 53% | Jun 2026 |
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| Quadrature Capital | 32k | $4.9M | 1541% | Jun 2026 |
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| CalPERS | 31k | $4.9M | -6% | Jun 2026 |
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| Legal & General Group | 27k | $4.3M | -16% | Jun 2026 |
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| Barclays | 27k | $4.2M | -5% | Jun 2026 |
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| Y-Intercept | 26k | $4.1M | 176% | Jun 2026 |
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| Nicholas Company | 26k | $4.1M | 0% | Jun 2026 |
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| Caxton Associates | 24k | $3.8M | -3% | Jun 2026 |
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| Mercer Global Advisors | 24k | $3.8M | 224% | Jun 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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| California State Teachers Retirement System | 23k | $3.6M | -22% | Jun 2026 |
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| Vident Advisory | 23k | $3.6M | 5% | Jun 2026 |
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| HPM Partners | 23k | $3.6M | 55% | Jun 2026 |
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| Retirement Systems of Alabama | 23k | $3.6M | -19% | Jun 2026 |
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| Florida State Board of Administration | 22k | $3.5M | -2% | Jun 2026 |
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| Marshall Wace | 21k | $3.3M | 100% | Jun 2026 |
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| Wells Fargo & Company | 20k | $3.0M | -4% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 19k | $2.8M | 100% | Jun 2026 |
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| MidFirst Bank | 19k | $2.9M | -1% | Jun 2026 |
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| GHP Investment Advisors | 18k | $2.9M | 639% | Jun 2026 |
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| Lazard Asset Management | 18k | $2.9M | 24% | Jun 2026 |
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| Numerai GP | 18k | $2.8M | 38% | Jun 2026 |
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| Acadian Asset Management | 17k | $2.7M | 521% | Jun 2026 |
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| Great-West Life Assurance Company | 17k | $2.6M | -2% | Jun 2026 |
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| Axxcess Wealth Management | 17k | $2.6M | 100% | Jun 2026 |
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| Vanguard Asset Management | 16k | $2.5M | -11% | Jun 2026 |
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| Worldquant Millennium Quantitative Strategies | 16k | $2.5M | -56% | Jun 2026 |
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| Colony | 16k | $2.5M | -88% | Jun 2026 |
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| Manufacturers Life Insurance Company | 16k | $2.5M | -2% | Jun 2026 |
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| Bnp Paribas Arbitrage, Snc | 15k | $2.4M | -64% | Jun 2026 |
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| Berkeley | 15k | $2.4M | -2% | Jun 2026 |
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| Thrivent Financial for Lutherans | 15k | $2.4M | -67% | Jun 2026 |
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| State of Wisconsin Investment Board | 15k | $2.4M | 27% | Jun 2026 |
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| Cardinal Capital Management | 15k | $2.3M | 9% | Jun 2026 |
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| Schonfeld Strategic Advisors | 15k | $2.3M | -32% | Jun 2026 |
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| Fluent Financial | 14k | $2.2M | 150% | Jun 2026 |
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| Redwood Investment Management | 14k | $2.2M | 100% | Jun 2026 |
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| Franklin Resources | 14k | $2.1M | 100% | Jun 2026 |
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| Quantbot Technologies | 14k | $2.1M | 3596% | Jun 2026 |
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| Royal Bank of Canada | 14k | $2.1M | -40% | Jun 2026 |
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| Advisory Services Network | 14k | $2.1M | -3% | Jun 2026 |
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| Mml Investors Services | 13k | $2.0M | 43% | Jun 2026 |
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| CWM | 13k | $2.1M | -2% | Mar 2026 |
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| LPL Financial | 12k | $1.9M | -21% | Jun 2026 |
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| Citigroup | 12k | $2.0M | 100% | Mar 2026 |
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| New York State Common Retirement Fund | 12k | $1.9M | 15% | Jun 2026 |
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| Peak6 | 12k | $1.8M | 100% | Jun 2026 |
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| Azzad Asset Management | 12k | $1.8M | 717% | Jun 2026 |
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| Apeiron RIA | 12k | $433k | 100% | Jun 2026 |
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| Henshaw Capital | 12k | $1.8M | 0% | Jun 2026 |
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| Captrust Financial Advisors | 11k | $1.8M | 39% | Jun 2026 |
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| Meeder Asset Management | 11k | $1.8M | -80% | Jun 2026 |
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| Universal- Beteiligungs- und Servicegesellschaft mbH | 11k | $1.7M | 144% | Jun 2026 |
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| CI Private Wealth | 11k | $1.7M | -44% | Jun 2026 |
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| Ing Investment Management | 11k | $1.7M | 2% | Jun 2026 |
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| MetLife Investment Advisors | 11k | $1.7M | -11% | Jun 2026 |
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| Raymond James Financial | 10k | $1.6M | -82% | Jun 2026 |
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| Summit Trail Advisors | 9.9k | $1.6M | 3% | Jun 2026 |
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| Amalgamated Bank | 9.9k | $1.5M | -8% | Jun 2026 |
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| State of Tennessee, Treasury Department | 9.9k | $1.5M | -2% | Jun 2026 |
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| Jones Financial Companies, L.L | 9.5k | $1.5M | -28% | Jun 2026 |
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| Brevan Howard Capital Management | 9.5k | $1.5M | 120% | Jun 2026 |
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| Aurora Investment Counsel | 9.5k | $1.5M | 0% | Jun 2026 |
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| Virginia Retirement System | 9.4k | $1.5M | 47% | Jun 2026 |
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| Motley Fool Asset Management | 9.4k | $1.5M | -4% | Jun 2026 |
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| SRS Capital Advisors | 8.8k | $1.4M | 1799% | Jun 2026 |
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| Skopos Labs | 8.7k | $1.5M | 564% | Mar 2026 |
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| Advisor Group Holdings | 8.7k | $1.4M | -61% | Jun 2026 |
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| Linden Thomas Advisory Services | 8.7k | $1.4M | 71% | Jun 2026 |
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| Dearborn Partners | 8.7k | $1.5M | 0% | Jun 2026 |
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| Police & Firemen's Retirement System of New Jersey | 8.7k | $1.4M | -3% | Jun 2026 |
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| Treasurer of the State of North Carolina | 8.3k | $1.3M | -9% | Jun 2026 |
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| Vanguard Global Advisers | 8.2k | $1.3M | -10% | Jun 2026 |
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| Mutual Of America Capital Management | 8.2k | $1.3M | -7% | Jun 2026 |
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| HighTower Advisors | 7.9k | $1.2M | -13% | Jun 2026 |
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| Russell Investments | 7.9k | $1.2M | -19% | Jun 2026 |
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| Pathstone Holdings | 7.3k | $1.1M | -20% | Jun 2026 |
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| Zurcher Kantonalbank | 7.0k | $1.1M | -21% | Jun 2026 |
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| State of New Jersey Common Pension Fund D | 6.6k | $1.0M | -52% | Jun 2026 |
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| Jump Financial | 6.5k | $1.0M | -40% | Jun 2026 |
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| Allspring Global Investments Holdings | 6.4k | $1.0M | -77% | Jun 2026 |
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| D. E. Shaw & Co | 5.6k | $873k | -84% | Jun 2026 |
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| OP Asset Management | 4.4k | $684k | -64% | Jun 2026 |
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| New Age Alpha Advisors | 3.0k | $473k | -78% | Jun 2026 |
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| Hrt Financial | 2.9k | $448k | -93% | Jun 2026 |
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| Hsbc Holdings | 2.3k | $362k | -77% | Jun 2026 |
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| Oak Thistle | 2.1k | $328k | -84% | Jun 2026 |
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Who sold out of Morningstar?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Select Equity | Mar 2026 | 638k | $108M |
| M&G | Mar 2026 | 150k | $25M |
| Qube Research & Technologies | Mar 2026 | 140k | $24M |
| Incline Global Management | Mar 2026 | 88k | $15M |
| Schroder Investment Management Group | Mar 2026 | 84k | $14M |
| Congress Asset Management | Mar 2026 | 77k | $13M |
| River Road Asset Management | Mar 2026 | 42k | $7.1M |
| PanAgora Asset Management | Mar 2026 | 35k | $5.9M |
| Trexquant Investment | Mar 2026 | 29k | $4.9M |
| Bank of Nova Scotia | Mar 2026 | 28k | $4.7M |
| Holocene Advisors | Mar 2026 | 26k | $4.4M |
| Van Eck Associates Corp. | Mar 2026 | 22k | $3.7M |
| Warren Averett Asset Management | Mar 2026 | 21k | $3.6M |
| Walleye Trading Advisors | Mar 2026 | 20k | $3.4M |
| ING Groep | Mar 2026 | 17k | $2.8M |
| Goodman & Company, Investment Counsel | Mar 2026 | 16k | $2.7M |
| Natixis Asset Management Advisors | Mar 2026 | 15k | $2.4M |
| Lecap Asset Management | Mar 2026 | 9.6k | $1.6M |
| Connor, Clark & Lunn Investment Management | Mar 2026 | 9.4k | $1.6M |