Who Owns Morningstar, Inc. (MORN)?Hedge Fund & Institutional Holders

$183.20+2.24 (+1.24%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$4.767573640003309e+250T

% of Float Held

1.0144318565322234e+293%

QoQ Change in Holders

+14 / -0

Price History

$154.01$205.20$256.39$307.59$358.78Sep 24Jun 25Mar 26

MORN — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
MASSACHUSETTS FINANCIAL SERVICES CO /MA/New Position+362K+$78.6M
NORGES BANKNew Position+287K+$62.0M
Bank of New York Mellon CorpNew Position+170K+$35.0M
Copeland Capital Management, LLCNew Position+105K+$22.9M
PRINCIPAL FINANCIAL GROUP INCNew Position+88K+$19.1M
ENVESTNET ASSET MANAGEMENT INCNew Position+86K+$18.0M
NORDEA INVESTMENT MANAGEMENT ABNew Position+77K+$16.7M
Chicago Capital, LLCNew Position+69K+$15.0M
BARLOW WEALTH PARTNERS, LLCNew Position+56K+$12.0M
MEEDER ASSET MANAGEMENT INCNew Position+58K+$10.0M
THRIVENT FINANCIAL FOR LUTHERANSNew Position+35K+$7.0M
COOPER INVESTORS PTY LTDNew Position+32K+$6.9M
Retirement Systems of AlabamaNew Position+29K+$6.2M
WINTON GROUP LtdNew Position+30K+$6.0M
HRT FINANCIAL LPIncreased+31K+$5.2M

MORN — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
VANGUARD GROUP INCDecreased-236K-$605.1B
BlackRock, Inc.Decreased-32K-$555.1B
Select Equity Group, L.P.Decreased-581K-$487.7B
BAMCO INC /NY/Decreased-173K-$327.9B
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLCDecreased-578K-$177.6B
STATE STREET CORPDecreased-16K-$176.9B
GEODE CAPITAL MANAGEMENT, LLCDecreased-19K-$142.8B
Liontrust Investment Partners LLPDecreased-391K-$123.0B
RENAISSANCE TECHNOLOGIES LLCDecreased-137K-$106.8B
WASATCH ADVISORS LPDecreased-36K-$86.2B
Invesco Ltd.Decreased-24K-$68.7B
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPDecreased-6K-$67.4B
DF DENT & CO INCDecreased-54K-$46.3B
FMR LLCDecreased-44K-$44.8B
NORTHERN TRUST CORPDecreased-15K-$44.5B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1VANGUARD GROUP INC2,193,904$476.8M0.01%Share
2MORGAN STANLEY1,678,833$364.0M0.02%Share
3Select Equity Group, L.P.1,522,492$330.9M1.43%Share
4BlackRock, Inc.1,376,909$299.0M0.01%Share
5BAMCO INC /NY/1,241,794$269.9M0.73%Share
6AQR CAPITAL MANAGEMENT LLC891,571$193.0M0.10%Share
7WELLINGTON MANAGEMENT GROUP LLP888,090$192.0M0.03%Share
8STATE STREET CORP746,907$162.0M0.01%Share
9BlackRock, Inc.688,584$149.0M0.00%Share
10GEODE CAPITAL MANAGEMENT, LLC516,887$112.0M0.01%Share
11DIMENSIONAL FUND ADVISORS LP414,233$90.0M0.02%Share
12TWO SIGMA INVESTMENTS, LP382,454$83.0M0.12%Share
13JANE STREET GROUP, LLC367,686$79.0M0.01%Share
14TWO SIGMA ADVISERS, LP354,200$76.0M0.15%Share
15MILLENNIUM MANAGEMENT LLC343,833$74.0M0.03%Share
16WASATCH ADVISORS LP336,065$73.0M0.43%Share
17RENAISSANCE TECHNOLOGIES LLC323,770$70.0M0.11%Share
18JPMORGAN CHASE & CO308,162$66.0M0.00%Share
19UBS Group AG292,108$63.5M0.01%Share
20NORGES BANK286,994$62.0M0.01%Share
21ARROWSTREET CAPITAL, LIMITED PARTNERSHIP285,098$61.0M0.04%Share
22Invesco Ltd.247,084$53.7M0.01%Share
23Qube Research & Technologies Ltd242,288$52.0M0.05%Share
24VOLORIDGE INVESTMENT MANAGEMENT, LLC226,605$49.0M0.17%Share
25MASSACHUSETTS FINANCIAL SERVICES CO /MA/219,680$47.7M0.02%Share
26CHARLES SCHWAB INVESTMENT MANAGEMENT INC189,925$41.0M0.01%Share
27Quantinno Capital Management LP188,764$41.0M0.08%Share
28M&G Plc156,247$33.0M0.17%Share
29NORTHERN TRUST CORP152,452$33.0M0.00%Share
30SCHRODER INVESTMENT MANAGEMENT GROUP150,872$32.0M0.02%Share
31VANGUARD GROUP INC146,416$31.8M0.00%Share
32ROYCE & ASSOCIATES LP143,011$31.1M0.32%Share
33Point72 Asset Management, L.P.145,917$31.0M0.03%Share
34DF DENT & CO INC145,591$31.0M0.45%Share
35FMR LLC140,640$30.0M0.00%Share
36Focus Partners Wealth136,904$29.0M0.03%Share
37HRT FINANCIAL LP128,956$28.0M0.09%Share
38AMERICAN CAPITAL MANAGEMENT INC113,064$24.6M1.08%Share
39KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC111,237$24.2M0.06%Share
40BlackRock, Inc.111,560$24.0M0.00%Share
41MASSACHUSETTS FINANCIAL SERVICES CO /MA/108,752$23.6M0.01%Share
42MORGAN STANLEY107,654$23.0M0.00%Share
43Bank of New York Mellon Corp101,843$22.0M0.00%Share
44MORGAN STANLEY99,307$21.0M0.00%Share
45WELLINGTON MANAGEMENT GROUP LLP96,888$21.0M0.00%Share
46Gotham Asset Management, LLC100,283$21.0M0.08%Share
47PRINCIPAL FINANCIAL GROUP INC87,547$19.0M0.01%Share
48WELLINGTON MANAGEMENT GROUP LLP91,635$19.0M0.00%Share
49ENVESTNET ASSET MANAGEMENT INC85,973$18.0M0.01%Share
50GEODE CAPITAL MANAGEMENT, LLC80,095$17.0M0.00%Share

MORN Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025469$5.1B+158
Q3 2025311$5.3T-104
Q2 2025415$5.8T-44
Q1 2025459$7.3T+49
Q4 2024410$115.6T+80
Q3 2024330$5230.4T+7
Q2 2024323$4091.9T+18
Q1 2024305$4034.9T—

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As of Q4 2025, 50 institutional investors hold MORN (Morningstar, Inc.). The largest holder is VANGUARD GROUP INC with $476.8M in shares. This quarter, 14 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own MORN?

As of Q4 2025, 50 institutional investors report holding MORN (Morningstar, Inc.) in their 13F filings.

Who is the largest institutional holder of MORN?

The largest institutional holder of MORN is VANGUARD GROUP INC with $476.8M in shares.

Is institutional ownership of MORN increasing or decreasing?

This quarter, 14 institutions opened new positions in MORN and 0 closed their positions.