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 | ||
---|---|---|---|---|---|---|
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 | ||
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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 |