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 | 2.6M | $800M | -13% | Mar 2024 |
|
| Vanguard Group | 2.6M | $796M | 0% | Mar 2024 |
|
| BlackRock | 2.4M | $755M | 3% | Mar 2024 |
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| Morgan Stanley | 1.9M | $597M | -1% | Mar 2024 |
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| Bank of America Corporation | 1.7M | $524M | 31% | Mar 2024 |
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| Bamco | 1.3M | $404M | -1% | Mar 2024 |
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| Massachusetts Financial Services | 1.1M | $338M | 2% | Mar 2024 |
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| T. Rowe Price Associates | 685k | $211M | -4% | Mar 2024 |
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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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| Geode Capital Management | 459k | $142M | 9% | Mar 2024 |
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| FMR | 448k | $138M | 3% | Mar 2024 |
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| Liontrust Investment Partners | 411k | $127M | -9% | Mar 2024 |
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| Bank of New York Mellon | 359k | $111M | -7% | Mar 2024 |
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| Allspring Global Investments Holdings | 292k | $90M | 2% | Mar 2024 |
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| Dimensional Fund Advisors | 267k | $82M | -10% | Mar 2024 |
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| Jpmorgan Chase & Co | 263k | $81M | -3% | Mar 2024 |
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| Royce & Associates | 225k | $69M | 1% | Mar 2024 |
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| Goldman Sachs Group | 214k | $66M | 31% | Mar 2024 |
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| Principal Financial Group | 188k | $58M | 0% | Mar 2024 |
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| Charles Schwab Investment Management | 184k | $57M | 1% | Mar 2024 |
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| Northern Trust | 172k | $53M | -11% | Mar 2024 |
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| M&G | 170k | $52M | 100% | Mar 2024 |
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| M&g Investment Management | 160k | $46M | 8% | Dec 2023 |
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| Luke P. La Valle, Jr. | 143k | $44M | 0% | Mar 2024 |
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| Praesidium Investment Management Company | 140k | $43M | -21% | Mar 2024 |
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| Sei Investments | 127k | $39M | -1% | Mar 2024 |
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| Millennium Management | 126k | $39M | 8885% | Mar 2024 |
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| Copeland Capital Management | 105k | $32M | 4% | Mar 2024 |
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| Wells Fargo & Company | 102k | $32M | 0% | Mar 2024 |
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| Parnassus Investments | 95k | $29M | 0% | Mar 2024 |
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| Nuveen Asset Management | 88k | $27M | -11% | Mar 2024 |
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| Envestnet Asset Management | 81k | $25M | 134% | Mar 2024 |
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| Rhumbline Advisers | 75k | $23M | -3% | Mar 2024 |
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| Nordea Investment Management Ab | 65k | $20M | -1% | Mar 2024 |
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| Chicago Capital | 59k | $18M | -1% | Mar 2024 |
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| Ubs Global Asset Management Americas | 51k | $16M | 9% | Mar 2024 |
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| Swiss National Bank | 51k | $16M | 0% | Mar 2024 |
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| Credit Suisse | 48k | $15M | 1% | Mar 2024 |
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| Df Dent & Co | 47k | $15M | -1% | Mar 2024 |
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| CalPERS | 46k | $14M | 16% | Mar 2024 |
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| CI Investments | 45k | $14M | 1% | Mar 2024 |
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| Legal & General Group | 43k | $13M | 1% | Mar 2024 |
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| Scout Investments | 43k | $13M | 19% | Mar 2024 |
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| Townsquare Capital | 42k | $13M | 32% | Mar 2024 |
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| Diam | 36k | $11M | -5% | Mar 2024 |
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| Coronation Fund Managers | 36k | $11M | -9% | Mar 2024 |
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| American International | 35k | $10M | -4% | Dec 2023 |
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| Barclays | 35k | $11M | 47% | Mar 2024 |
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| Balyasny Asset Management | 35k | $11M | -49% | Mar 2024 |
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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 | $10M | 0% | Mar 2024 |
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| Ameriprise Financial | 31k | $9.5M | -88% | Mar 2024 |
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| Congress Asset Management | 29k | $9.1M | 100% | Mar 2024 |
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| First Trust Advisors | 29k | $9.0M | 2548% | Mar 2024 |
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| Natixis | 29k | $8.9M | 141% | Mar 2024 |
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| Segall Bryant & Hamill | 29k | $8.9M | -2% | Mar 2024 |
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| Kornitzer Capital Management | 27k | $8.3M | -4% | Mar 2024 |
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| Florida State Board of Administration | 27k | $5.4M | 1% | Mar 2024 |
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| California State Teachers Retirement System | 26k | $7.9M | -9% | Mar 2024 |
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| Cubist Systematic Strategies | 25k | $7.8M | 1839% | Mar 2024 |
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| Marks Group Wealth Management | 24k | $7.5M | 1% | Mar 2024 |
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| Motley Fool Wealth Management | 24k | $7.3M | -1% | Mar 2024 |
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| National Bank Of Canada /fi/ | 23k | $6.4M | -82% | 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 | $7.0M | 1% | Mar 2024 |
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| Russell Investments | 22k | $6.9M | 0% | Mar 2024 |
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| Fisher Investments | 20k | $6.2M | -13% | Mar 2024 |
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| UBS Group | 19k | $6.0M | 72% | Mar 2024 |
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| Stifel Financial | 19k | $5.7M | 2% | Mar 2024 |
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| Daiwa Securities Group | 18k | $5.5M | -24% | Mar 2024 |
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| New York State Common Retirement Fund | 18k | $5.4M | -8% | Mar 2024 |
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| Man Group | 17k | $5.4M | -15% | Mar 2024 |
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| Algert Coldiron Investors | 16k | $4.7M | -31% | Dec 2023 |
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| Susquehanna International | 16k | $5.0M | -76% | Mar 2024 |
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| Raymond James & Associates | 16k | $5.0M | 2% | Mar 2024 |
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| HighTower Advisors | 16k | $4.9M | 74% | Mar 2024 |
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| MetLife Investment Advisors | 16k | $4.5M | -1% | Dec 2023 |
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| Mutual Of America Capital Management | 16k | $4.8M | -4% | Mar 2024 |
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| Neuberger Berman Group | 16k | $4.8M | 21% | Mar 2024 |
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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 | $4.6M | 0% | Mar 2024 |
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| Motley Fool Asset Management | 15k | $4.6M | -3% | Mar 2024 |
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| Amalgamated Bank | 15k | $4.5M | -22% | Mar 2024 |
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| Victory Capital Management | 14k | $4.4M | -9% | Mar 2024 |
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| YHB Investment Advisors | 14k | $4.3M | 0% | Mar 2024 |
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| ING Groep | 14k | $4.3M | 100% | Mar 2024 |
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| Jane Street | 14k | $4.2M | -51% | Mar 2024 |
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| Ensign Peak Advisors | 13k | $4.1M | 69% | Mar 2024 |
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| Bank Of Montreal | 13k | $4.1M | 185% | Mar 2024 |
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| SG Americas Securities | 13k | $4.1M | 506% | Mar 2024 |
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| Azzad Asset Management | 13k | $3.9M | 100% | Mar 2024 |
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| State of Tennessee, Treasury Department | 13k | $3.9M | 100% | Mar 2024 |
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| CI Private Wealth | 13k | $3.9M | -1% | Mar 2024 |
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| Citigroup | 12k | $3.8M | 99% | Mar 2024 |
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| Commerce Bank N A | 12k | $3.8M | -2% | Mar 2024 |
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| State of Wisconsin Investment Board | 12k | $3.7M | -9% | Mar 2024 |
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| Henderson Group | 12k | $3.7M | 0% | Mar 2024 |
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| Yousif Capital Management | 12k | $3.7M | -2% | Mar 2024 |
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| Arrowstreet Capital, Limited Partnership | 12k | $3.6M | 704% | 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 | 12k | $3.5M | 1% | Mar 2024 |
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| Duality Advisers | 11k | $3.5M | -19% | Mar 2024 |
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| Brian McDonald | 11k | $3.5M | -5% | Mar 2024 |
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| Us Bancorp | 11k | $3.5M | -1% | Mar 2024 |
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| AQR Capital Management | 11k | $3.4M | 95% | Mar 2024 |
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| Ing Investment Management | 11k | $3.4M | -6% | Mar 2024 |
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| Bnp Paribas Investment Partners | 11k | $3.3M | 4% | Mar 2024 |
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| Qube Research & Technologies | 11k | $3.3M | 100% | Mar 2024 |
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| HPM Partners | 11k | $3.3M | 252% | Mar 2024 |
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| M^T Bank Corporation | 10k | $3.2M | 0% | Mar 2024 |
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| Kensington Investment Counsel | 10k | $3.2M | 24% | Mar 2024 |
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| Ceera Investments | 10k | $2.9M | -20% | Dec 2023 |
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| Ohio Pers | 10k | $3.1M | -9% | Mar 2024 |
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| Polen Capital Management | 9.3k | $2.9M | -32% | Mar 2024 |
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| Susquehanna Portfolio Strategies | 9.1k | $2.8M | 100% | Mar 2024 |
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| Atria Investments | 8.7k | $2.5M | -24% | Dec 2023 |
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| B. Metzler seel. Sohn & Co | 8.6k | $2.7M | 7% | Mar 2024 |
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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 | 8.3k | $2.6M | 0% | Mar 2024 |
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| Pathstone Holdings | 8.3k | $2.6M | 51% | Mar 2024 |
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| Oppenheimer Asset Management | 8.2k | $2.5M | -22% | Mar 2024 |
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| Congress Wealth Management LLC / DE / | 7.9k | $2.4M | 100% | Mar 2024 |
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| George Kaiser Family Foundation | 7.6k | $2.4M | 0% | Mar 2024 |
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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 | $2.3M | 0% | Mar 2024 |
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| Thrivent Financial for Lutherans | 7.2k | $2.2M | 10% | Mar 2024 |
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| Arizona State Retirement System | 7.0k | $2.2M | -2% | Mar 2024 |
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| Quantbot Technologies | 6.9k | $2.1M | 100% | Mar 2024 |
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| Two Sigma Investments | 6.8k | $2.1M | -4% | Mar 2024 |
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| Norden Group | 6.8k | $2.1M | 71% | Mar 2024 |
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| Empire Life Investments | 6.7k | $2.1M | 0% | Mar 2024 |
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| Oregon Public Employees Retirement Fund | 6.4k | $2.0M | -13% | Mar 2024 |
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| State Treasurer State Of Michigan | 6.4k | $2.0M | 3% | Mar 2024 |
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| Cibc World Markets | 6.4k | $2.0M | 100% | Mar 2024 |
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| Gotham Asset Management | 6.3k | $1.9M | 115% | Mar 2024 |
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| Jump Financial | 6.2k | $1.8M | 100% | Dec 2023 |
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| Ashford Capital Management | 6.2k | $1.9M | -22% | Mar 2024 |
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| ClariVest Asset Management | 6.1k | $1.9M | 100% | Mar 2024 |
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| Sepio Capital | 6.1k | $1.8M | -9% | Dec 2023 |
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| Bnp Paribas Arbitrage, Snc | 6.1k | $1.9M | 104% | Mar 2024 |
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| New York State Teachers Retirement System | 6.0k | $1.8M | 3% | Mar 2024 |
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| Northwestern Mutual Investment Management Company | 5.8k | $1.8M | 1% | Mar 2024 |
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| Commonwealth of Pennsylvania | 5.8k | $1.8M | 0% | Mar 2024 |
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| Summit Investment Advisors | 5.8k | $1.8M | 0% | Mar 2024 |
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| Portside Wealth Group | 5.6k | $1.7M | 21% | Mar 2024 |
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| Handelsbanken Fonder AB | 5.6k | $1.7M | 0% | Mar 2024 |
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| Fis | 5.5k | $1.7M | -3% | Mar 2024 |
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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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| Gts Securities | 5.0k | $1.5M | -13% | Mar 2024 |
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| Two Sigma Advisers | 4.0k | $1.2M | -34% | Mar 2024 |
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| Citadel Advisors | 3.8k | $1.2M | -94% | Mar 2024 |
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| LPL Financial | 3.6k | $1.1M | -38% | Mar 2024 |
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| Public Employees' Retirement Association of Colorado | 2.8k | $859k | -93% | Mar 2024 |
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| Captrust Financial Advisors | 2.2k | $670k | -76% | Mar 2024 |
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| Raymond James Financial Services Advisors | 2.1k | $648k | -72% | Mar 2024 |
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| S.A.C. Capital Advisors | 2.0k | $602k | -78% | Mar 2024 |
|
| Schonfeld Strategic Advisors | 1.9k | $600k | -67% | Mar 2024 |
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Who sold out of Morningstar?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Norges Bank Investment Management | Dec 2023 | 300k | $86M |
| Healthcare Of Ontario Pension Plan Trust Fund | Sep 2023 | 50k | $12M |
| Quadrature Capital | Sep 2023 | 30k | $6.9M |
| Evoke Wealth | Dec 2023 | 13k | $3.7M |
| Bridgeway Capital Management | Sep 2023 | 10k | $2.4M |
| Advisors Preferred | Dec 2023 | 9.3k | $2.6M |
| Mawer Investment Management | Dec 2023 | 8.7k | $2.5M |
| Point72 Europe | Dec 2023 | 6.1k | $1.8M |
| Alamar Capital Management | Sep 2023 | 5.8k | $1.4M |