Who owns Morningstar?
- Ticker: MORN
- CUSIP Number: 617700109
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 csv
Download as Excel
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 |
|---|---|---|---|---|---|
| Vanguard Group | 2.4M | $516M | -9% | Dec 2025 |
|
| BlackRock | 2.3M | $395M | -1% | Mar 2026 |
|
| Morgan Stanley | 1.7M | $293M | -14% | Mar 2026 |
|
| Wellington Management Company | 1.1M | $247M | 85% | Dec 2025 |
|
| Vanguard Portfolio Management | 1.1M | $178M | 100% | Mar 2026 |
|
| Vanguard Capital Management | 990k | $167M | 100% | Mar 2026 |
|
| Two Sigma Investments | 860k | $145M | 125% | Mar 2026 |
|
| Bamco | 760k | $128M | -39% | Mar 2026 |
|
| State Street Corporation | 747k | $162M | -2% | Dec 2025 |
|
| Thomas Stevens, CFA" | 645k | $109M | 581327% | Mar 2026 |
|
| Select Equity | 638k | $108M | -58% | Mar 2026 |
|
| AQR Capital Management | 624k | $105M | -31% | Mar 2026 |
|
| Geode Capital Management | 599k | $101M | 0% | Mar 2026 |
|
| Dimensional Fund Advisors | 518k | $88M | 10% | Mar 2026 |
|
| Massachusetts Financial Services | 362k | $79M | -20% | Dec 2025 |
|
| Jane Street | 334k | $56M | -23% | Mar 2026 |
|
| Renaissance Technologies | 324k | $70M | -30% | Dec 2025 |
|
| Millennium Management | 323k | $55M | -6% | Mar 2026 |
|
| Invesco | 285k | $48M | 5% | Mar 2026 |
|
| Arrowstreet Capital, Limited Partnership | 285k | $62M | -2% | Dec 2025 |
|
| Qube Research & Technologies | 242k | $53M | 21% | Dec 2025 |
|
| Goldman Sachs Group | 210k | $36M | 85% | Mar 2026 |
|
| Charles Schwab Investment Management | 190k | $41M | 5% | Dec 2025 |
|
| Sei Investments | 189k | $32M | 219% | Mar 2026 |
|
| Kayne Anderson Rudnick Investment Management | 188k | $41M | -75% | Dec 2025 |
|
| Quantinno Capital Management | 187k | $32M | -1% | Mar 2026 |
|
| Bank of America Corporation | 184k | $31M | 100% | Mar 2026 |
|
| Voloridge Investment Management | 178k | $30M | -22% | Mar 2026 |
|
| Confluence Investment Management | 178k | $30M | 150% | Mar 2026 |
|
| Northern Trust | 177k | $38M | -8% | Dec 2025 |
|
| Bank of New York Mellon | 175k | $30M | 3% | Mar 2026 |
|
| Royce & Associates | 174k | $30M | 22% | Mar 2026 |
|
| Point72 Asset Management | 171k | $29M | 17% | Mar 2026 |
|
| Gotham Asset Management | 170k | $29M | 69% | Mar 2026 |
|
| Ameriprise Financial | 157k | $27M | 692% | Mar 2026 |
|
| Schroder Investment Management Group | 151k | $33M | -10% | Dec 2025 |
|
| M&G | 150k | $25M | -4% | Mar 2026 |
|
| FMR | 149k | $32M | -23% | Dec 2025 |
|
| Vanguard Fiduciary Trust | 143k | $24M | 100% | Mar 2026 |
|
| Colony | 137k | $30M | 6% | Dec 2025 |
|
| Copeland Capital Management | 135k | $23M | 28% | Mar 2026 |
|
| Kensico Capital Management Corp | 135k | $23M | 100% | Mar 2026 |
|
| Luke P. La Valle, Jr. | 108k | $18M | -4% | Mar 2026 |
|
| Envestnet Asset Management | 107k | $18M | 24% | Mar 2026 |
|
| Df Dent & Co | 102k | $17M | -30% | Mar 2026 |
|
| Nomura Asset Management International | 91k | $15M | 100% | Mar 2026 |
|
| Henderson Group | 90k | $15M | 102% | Mar 2026 |
|
| Engineers Gate Manager | 78k | $17M | 36% | Dec 2025 |
|
| Congress Asset Management | 77k | $13M | 4% | Mar 2026 |
|
| Principal Financial Group | 77k | $13M | -12% | Mar 2026 |
|
| Chicago Capital | 74k | $13M | 7% | Mar 2026 |
|
| Nordea Investment Management Ab | 73k | $12M | -4% | Mar 2026 |
|
| UBS Group | 70k | $12M | -76% | Mar 2026 |
|
| Ubs Global Asset Management Americas | 69k | $12M | 0% | Mar 2026 |
|
| Susquehanna International | 68k | $15M | 19% | Dec 2025 |
|
| Capital Fund Management | 67k | $11M | 10% | Mar 2026 |
|
| Prudential Financial | 66k | $12M | 55% | Mar 2026 |
|
| Stifel Financial | 63k | $11M | 368% | Mar 2026 |
|
| Rhumbline Advisers | 63k | $11M | -1% | Mar 2026 |
|
| Nuveen | 61k | $10M | -15% | Mar 2026 |
|
| Barlow Wealth Partners | 58k | $11M | 4% | Mar 2026 |
|
| Premier Fund Managers | 56k | $12M | -38% | Dec 2025 |
|
| Meeder Asset Management | 56k | $9.4M | -4% | Mar 2026 |
|
| Canada Pension Plan Investment Board | 52k | $8.8M | 176% | Mar 2026 |
|
| Ieq Capital | 52k | $11M | 674% | Dec 2025 |
|
| Jump Financial | 51k | $11M | 52% | Dec 2025 |
|
| Algert Coldiron Investors | 49k | $8.3M | 0% | Mar 2026 |
|
| Swiss National Bank | 49k | $8.2M | -2% | Mar 2026 |
|
| SG Americas Securities | 47k | $7.9M | 211% | Mar 2026 |
|
| Thrivent Financial for Lutherans | 46k | $7.7M | 30% | Mar 2026 |
|
| Sone Capital Management | 44k | $9.5M | 11% | Dec 2025 |
|
| Hrt Financial | 44k | $7.4M | -66% | Mar 2026 |
|
| Bnp Paribas Arbitrage, Snc | 42k | $7.1M | 113% | Mar 2026 |
|
| River Road Asset Management | 42k | $7.1M | 100% | Mar 2026 |
|
| Tudor Investment Corporation | 40k | $6.8M | 749% | Mar 2026 |
|
| Verition Fund Management | 37k | $8.1M | 88% | Dec 2025 |
|
| Citadel Advisors | 36k | $6.1M | 220% | Mar 2026 |
|
| Worldquant Millennium Quantitative Strategies | 36k | $6.0M | 27% | Mar 2026 |
|
| D. E. Shaw & Co | 36k | $6.0M | 57% | Mar 2026 |
|
| Benjamin Edwards | 35k | $5.9M | 636% | Mar 2026 |
|
| PanAgora Asset Management | 35k | $5.9M | -11% | Mar 2026 |
|
| Creative Planning | 34k | $5.8M | 16% | Mar 2026 |
|
| CalPERS | 33k | $5.6M | -6% | Mar 2026 |
|
| Legal & General Group | 33k | $5.5M | -16% | Mar 2026 |
|
| Alliancebernstein | 31k | $6.7M | 18% | Mar 2026 |
|
| Raymond James Financial | 31k | $6.7M | 130% | Dec 2025 |
|
| XTX Topco | 30k | $6.5M | 1007% | Dec 2025 |
|
| California State Teachers Retirement System | 29k | $5.0M | 16% | Mar 2026 |
|
| Trexquant Investment | 29k | $4.9M | 44% | Mar 2026 |
|
| Retirement Systems of Alabama | 28k | $4.8M | -2% | Mar 2026 |
|
| Bank of Nova Scotia | 28k | $4.7M | -18% | Mar 2026 |
|
| Allspring Global Investments Holdings | 27k | $4.7M | 1976% | Mar 2026 |
|
| Allianz Asset Management | 27k | $4.6M | 63% | Mar 2026 |
|
| Bnp Paribas Investment Partners | 27k | $5.9M | 60% | Dec 2025 |
|
| Nicholas Company | 26k | $4.4M | 0% | Mar 2026 |
|
| Holocene Advisors | 26k | $4.4M | 100% | Mar 2026 |
|
| First Trust Advisors | 26k | $4.3M | -60% | Mar 2026 |
|
| Healthcare Of Ontario Pension Plan Trust Fund | 24k | $5.1M | -35% | Dec 2025 |
|
| Barclays | 23k | $5.1M | -43% | Dec 2025 |
|
| Florida State Board of Administration | 23k | $3.8M | 0% | Mar 2026 |
|
| Royal Bank of Canada | 23k | $3.8M | -35% | Mar 2026 |
|
| Schonfeld Strategic Advisors | 22k | $3.7M | 104% | Mar 2026 |
|
| Van Eck Associates Corp. | 21k | $4.6M | -3% | Dec 2025 |
|
| Wells Fargo & Company | 20k | $3.4M | -10% | Mar 2026 |
|
| Crawford Fund Management | 20k | $4.4M | 100% | Dec 2025 |
|
| Walleye Trading Advisors | 20k | $3.4M | 100% | Mar 2026 |
|
| CI Private Wealth | 19k | $3.2M | -11% | Mar 2026 |
|
| MidFirst Bank | 19k | $3.2M | 20% | Mar 2026 |
|
| Great-West Life Assurance Company | 18k | $4.0M | -6% | Dec 2025 |
|
| Vanguard Asset Management | 18k | $3.0M | 100% | Mar 2026 |
|
| Advisor Group Holdings | 18k | $3.9M | -6% | Dec 2025 |
|
| Alaska Retirement Management Board | 17k | $2.9M | 0% | Mar 2026 |
|
| ING Groep | 17k | $2.8M | 100% | Mar 2026 |
|
| Mariner Wealth Advisors | 17k | $2.8M | -3% | Mar 2026 |
|
| Manufacturers Life Insurance Company | 16k | $2.7M | -9% | Mar 2026 |
|
| LPL Financial | 16k | $2.6M | 54% | Mar 2026 |
|
| Berkeley | 16k | $2.6M | -10% | Mar 2026 |
|
| Lazard Asset Management | 15k | $2.5M | 24% | Mar 2026 |
|
| HPM Partners | 15k | $2.5M | -12% | Mar 2026 |
|
| Natixis Asset Management Advisors | 15k | $2.4M | 6% | Mar 2026 |
|
| Vident Advisory | 14k | $3.1M | 5% | Dec 2025 |
|
| State of New Jersey Common Pension Fund D | 14k | $2.3M | 35% | Mar 2026 |
|
| Cardinal Capital Management | 14k | $2.3M | 6% | Mar 2026 |
|
| New Age Alpha Advisors | 14k | $2.3M | -4% | Mar 2026 |
|
| Oak Thistle | 13k | $2.3M | 278% | Mar 2026 |
|
| Numerai GP | 13k | $2.2M | 12% | Mar 2026 |
|
| CWM | 13k | $2.8M | 18% | Dec 2025 |
|
| MetLife Investment Advisors | 12k | $2.7M | -7% | Dec 2025 |
|
| OP Asset Management | 12k | $2.1M | 55% | Mar 2026 |
|
| Citigroup | 12k | $2.0M | 100% | Mar 2026 |
|
| Henshaw Capital | 12k | $2.0M | -7% | Mar 2026 |
|
| Captrust Financial Advisors | 12k | $2.5M | -83% | Dec 2025 |
|
| Redwood Investment Management | 11k | $2.4M | 100% | Dec 2025 |
|
| Amalgamated Bank | 11k | $1.8M | -3% | Mar 2026 |
|
| Ing Investment Management | 11k | $1.8M | -10% | Mar 2026 |
|
| New York State Common Retirement Fund | 10k | $1.8M | -18% | Mar 2026 |
|
| Hsbc Holdings | 10k | $1.7M | 2% | Mar 2026 |
|
| State of Tennessee, Treasury Department | 10k | $1.7M | 0% | Mar 2026 |
|
| Russell Investments | 9.8k | $1.7M | 16% | Mar 2026 |
|
| Motley Fool Asset Management | 9.8k | $1.6M | -6% | Mar 2026 |
|
| Summit Trail Advisors | 9.6k | $1.6M | 13% | Mar 2026 |
|
| Lecap Asset Management | 9.6k | $1.6M | 100% | Mar 2026 |
|
| Y-Intercept | 9.6k | $1.6M | 106% | Mar 2026 |
|
| Aurora Investment Counsel | 9.5k | $1.6M | -1% | Mar 2026 |
|
| Treasurer of the State of North Carolina | 9.5k | $2.1M | -9% | Dec 2025 |
|
| Connor, Clark & Lunn Investment Management | 9.4k | $1.6M | -28% | Mar 2026 |
|
| Vanguard Global Advisers | 9.2k | $1.6M | 100% | Mar 2026 |
|
| HighTower Advisors | 9.1k | $1.5M | -30% | Mar 2026 |
|
| Pathstone Holdings | 9.1k | $1.5M | 17% | Mar 2026 |
|
| Zurcher Kantonalbank | 8.9k | $1.5M | 17% | Mar 2026 |
|
| Mml Investors Services | 8.9k | $1.5M | -33% | Mar 2026 |
|
| Police & Firemen's Retirement System of New Jersey | 8.9k | $1.5M | -9% | Mar 2026 |
|
| Mutual Of America Capital Management | 8.8k | $1.5M | -11% | Mar 2026 |
|
| Headlands Technologies | 8.5k | $1.4M | -32% | Mar 2026 |
|
| Southeast Asset Advisors | 7.8k | $1.3M | -39% | Mar 2026 |
|
| Mercer Global Advisors | 7.4k | $1.3M | -26% | Mar 2026 |
|
| Incline Global Management | 6.3k | $1.4M | -91% | Dec 2025 |
|
| Fluent Financial | 5.7k | $1.0M | -51% | Mar 2026 |
|
| Neuberger Berman Group | 3.0k | $658k | -68% | Dec 2025 |
|
| YHB Investment Advisors | 2.5k | $424k | -74% | Mar 2026 |
|
| CI Investments | 2.3k | $388k | -93% | Mar 2026 |
|
| Man Group | 2.1k | $355k | -78% | Mar 2026 |
|
| Kornitzer Capital Management | 2.1k | $349k | -85% | Mar 2026 |
|
| American Century Companies | 1.8k | $384k | -91% | Dec 2025 |
|
| United Capital Financial Advisers | 1.5k | $257k | -93% | Mar 2026 |
|
| Quantbot Technologies | 368.00 | $62k | -97% | Mar 2026 |
|
Who sold out of Morningstar?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Two Sigma Advisers | Dec 2025 | 354k | $77M |
| Daniel D. Thurber | Dec 2025 | 336k | $73M |
| Jpmorgan Chase & Co | Sep 2025 | 319k | $74M |
| Norges Bank Investment Management | Dec 2025 | 287k | $62M |
| Squarepoint Ops | Dec 2025 | 34k | $7.4M |
| Cooper Investors Pty | Dec 2025 | 32k | $6.9M |
| Winton Capital | Dec 2025 | 30k | $6.5M |
| Touchstone Capital | Sep 2025 | 26k | $6.1M |
| Segall Bryant & Hamill | Dec 2025 | 24k | $5.2M |
| Goodman & Company, Investment Counsel | Sep 2025 | 17k | $3.9M |
| Jain Global | Dec 2025 | 16k | $3.4M |
| Wealth Enhancement Advisory Services | Dec 2025 | 11k | $2.4M |
| Dark Forest Capital Management | Dec 2025 | 10k | $2.2M |