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 |
|---|---|---|---|---|---|
| Select Equity | 3.0M | $854M | -17% | Dec 2023 |
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| Vanguard Group | 2.6M | $738M | 1% | Dec 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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| Massachusetts Financial Services | 1.1M | $308M | 7% | Dec 2023 |
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| T. Rowe Price Associates | 712k | $204M | 3% | Dec 2023 |
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| Daniel D. Thurber | 562k | $173M | 5% | Mar 2024 |
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| Wellington Management Company | 510k | $146M | 46% | Dec 2023 |
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| Bank of New York Mellon | 359k | $111M | -7% | Mar 2024 |
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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 | 292k | $90M | 2% | Mar 2024 |
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| Jpmorgan Chase & Co | 273k | $78M | -21% | Dec 2023 |
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| Royce & Associates | 224k | $64M | 1% | Dec 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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| Norden Group | 129k | $40M | 3165% | Mar 2024 |
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| Copeland Capital Management | 105k | $32M | 4% | Mar 2024 |
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| Wells Fargo & Company | 102k | $29M | -6% | Dec 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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| Balyasny Asset Management | 67k | $19M | -5% | Dec 2023 |
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| Nordea Investment Management Ab | 66k | $19M | -2% | Dec 2023 |
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| Chicago Capital | 59k | $18M | -1% | Mar 2024 |
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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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| 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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| CalPERS | 40k | $11M | -22% | Dec 2023 |
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| Coronation Fund Managers | 39k | $11M | 4% | Dec 2023 |
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| Diam | 38k | $11M | 0% | Dec 2023 |
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| American International | 35k | $10M | -4% | Dec 2023 |
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| Alliancebernstein | 34k | $9.6M | 1% | Dec 2023 |
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| Barlow Wealth Partners | 33k | $10M | 3% | Mar 2024 |
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| Retirement Systems of Alabama | 33k | $9.3M | 0% | Dec 2023 |
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| Townsquare Capital | 32k | $9.0M | 3% | Dec 2023 |
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| Segall Bryant & Hamill | 30k | $8.5M | 21% | Dec 2023 |
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| Congress Asset Management | 29k | $9.1M | 100% | Mar 2024 |
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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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| 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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| 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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| 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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| Raymond James & Associates | 16k | $5.0M | 2% | Mar 2024 |
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| Mutual Of America Capital Management | 16k | $4.6M | -5% | 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 | $4.6M | 0% | Mar 2024 |
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| State of New Jersey Common Pension Fund D | 15k | $4.2M | 0% | Dec 2023 |
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| Amalgamated Bank | 15k | $4.5M | -22% | Mar 2024 |
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| Duality Advisers | 14k | $4.1M | 100% | Dec 2023 |
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| YHB Investment Advisors | 14k | $4.3M | 0% | Mar 2024 |
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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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| Azzad Asset Management | 13k | $3.9M | 100% | Mar 2024 |
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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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| Henderson Group | 12k | $3.4M | 0% | Dec 2023 |
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| Yousif Capital Management | 12k | $3.7M | -2% | Mar 2024 |
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| Cardinal Capital Management | 12k | $3.6M | 10% | Mar 2024 |
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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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| Ohio Pers | 11k | $3.1M | 3% | Dec 2023 |
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| M^T Bank Corporation | 11k | $3.0M | -5% | Dec 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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| Congress Wealth Management LLC / DE / | 7.9k | $2.4M | 100% | Mar 2024 |
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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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| Bright Rock Capital Management | 7.5k | $2.3M | 0% | Mar 2024 |
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| Louisiana State Employees Retirement System | 7.5k | $2.3M | 3% | Mar 2024 |
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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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| 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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| State Treasurer State Of Michigan | 6.4k | $2.0M | 3% | Mar 2024 |
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| Citigroup | 6.2k | $1.8M | 18% | Dec 2023 |
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| Jump Financial | 6.2k | $1.8M | 100% | Dec 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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| New York State Teachers Retirement System | 6.0k | $1.8M | 3% | Mar 2024 |
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| Schonfeld Strategic Advisors | 5.9k | $1.7M | 100% | Dec 2023 |
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| Summit Investment Advisors | 5.8k | $1.6M | -1% | Dec 2023 |
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| Commonwealth of Pennsylvania | 5.7k | $1.6M | 9% | Dec 2023 |
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| Gts Securities | 5.7k | $1.6M | 186% | Dec 2023 |
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| Fis | 5.7k | $1.6M | -2% | Dec 2023 |
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| AQR Capital Management | 5.6k | $1.6M | -30% | Dec 2023 |
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| Portside Wealth Group | 5.6k | $1.7M | 21% | Mar 2024 |
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| Handelsbanken Fonder AB | 5.6k | $1.6M | 65% | Dec 2023 |
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| Pathstone Holdings | 5.5k | $1.6M | 100% | Dec 2023 |
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| Bessemer | 5.5k | $1.6M | -31% | Dec 2023 |
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| Zurcher Kantonalbank | 5.3k | $1.6M | -6% | Mar 2024 |
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| Nmerb | 5.2k | $1.6M | 0% | Mar 2024 |
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| William Blair $ Company | 5.1k | $1.5M | -15% | Dec 2023 |
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| Buckingham Asset Management | 5.0k | $1.4M | 0% | Dec 2023 |
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| Bank Of Montreal | 4.7k | $1.3M | 0% | Dec 2023 |
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| Johnson Investment Counsel | 4.4k | $1.3M | 0% | Dec 2023 |
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| Martin Capital Advisors | 4.4k | $1.2M | 2% | Dec 2023 |
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| BCGM Wealth Management | 4.3k | $1.2M | 2% | Dec 2023 |
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| Pacer Advisors | 3.8k | $1.1M | 73% | Dec 2023 |
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| Baker Tilly Financial | 3.8k | $1.1M | 14% | Dec 2023 |
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| Advisory Services Network | 3.4k | $986k | -5% | Dec 2023 |
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| Covey Capital Advisors | 3.4k | $984k | 0% | Dec 2023 |
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| Accretive Wealth Partners | 3.3k | $948k | 0% | Dec 2023 |
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| Teacher Retirement System Of Texas | 3.3k | $948k | -19% | Dec 2023 |
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| Janney Montgomery Scott | 3.2k | $927k | -2% | Dec 2023 |
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| Advisor Group Holdings | 3.2k | $924k | -35% | Dec 2023 |
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| Hsbc Holdings | 3.1k | $875k | 207% | Dec 2023 |
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| HPM Partners | 3.0k | $867k | 100% | Dec 2023 |
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| Bradley, Foster & Sargent | 3.0k | $865k | 0% | Dec 2023 |
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| Arp Americas | 3.0k | $859k | 100% | Dec 2023 |
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| Davy Asset Management | 3.0k | $857k | -15% | Dec 2023 |
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| Bnp Paribas Arbitrage, Snc | 3.0k | $857k | 28% | Dec 2023 |
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| Holocene Advisors | 3.0k | $850k | -80% | Dec 2023 |
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| Federated Investors | 3.0k | $845k | -17% | Dec 2023 |
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| Gotham Asset Management | 2.9k | $833k | 100% | Dec 2023 |
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| Franklin Resources | 2.9k | $821k | -69% | Dec 2023 |
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| Legacy Advisors | 2.8k | $788k | -14% | Dec 2023 |
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| Raymond James Financial Services Advisors | 2.1k | $648k | -72% | Mar 2024 |
|
| Wolverine Trading | 912.00 | $261k | -81% | 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 |
| Healthcare Of Ontario Pension Plan Trust Fund | Sep 2023 | 50k | $12M |
| Quadrature Capital | Sep 2023 | 30k | $6.9M |
| D. E. Shaw & Co | Sep 2023 | 10k | $2.3M |
| Marshall Wace | Sep 2023 | 8.0k | $1.9M |
| Alamar Capital Management | Sep 2023 | 5.8k | $1.4M |
| Lloyd Advisory Services | Sep 2023 | 3.7k | $863k |