MorningstarMORN
13F holders, Q1 2025 (March 31)464holders +14
60new positions
47sold out
10famous investors
$299.77avg. 13F price*
At the end of Q1 2025, 464 institutions reported holding Morningstar Inc. (MORN) in their 13F filings, up 14 from Q4 2024. 60 opened new positions and 47 sold out. The largest holders were BlackRock, Inc. ($810.9M), Vanguard Group Inc. ($797.8M) and Morgan Stanley ($630.1M). 10 famous investors held it, including Ron Baron (1.1% of Baron Capital (BAMCO)'s portfolio), Israel Englander (0.2% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).
- Company
- Morningstar Inc.
- CUSIP
- 617700109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $83.5M |
| Exits | 47 | $21.4M |
All 13F filers, Q4 2024 → Q1 2025: 1,776,919 shares bought and 2,245,883 shares sold, net −468,964 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 464 holders
| BlackRock, Inc. | 0.02% | Add +1.4% | 2,704,022 | $810.9M |
| Vanguard Group Inc. | 0.01% | Reduce -5.1% | 2,660,458 | $797.8M |
| Morgan Stanley | 0.05% | Add +2.1% | 2,101,105 | $630.1M |
| Baron Capital (BAMCO) | 1.14% | Reduce -0.4% | 1,299,508 | $389.7M |
| Select Equity Group, L.P. | 1.57% | Reduce -14.7% | 1,172,567 | $351.6M |
| Wellington Management Group LLP | 0.06% | Reduce -0.1% | 1,079,805 | $323.8M |
| Bank of America Corp. | 0.02% | Reduce -29.7% | 916,435 | $274.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.67% | Reduce -6.7% | 910,156 | $272.9M |
| Massachusetts Financial Services Co. | 0.09% | Reduce -15.2% | 862,259 | $258.6M |
| State Street Corp. | 0.01% | Add +1.0% | 850,005 | $254.9M |
| Wasatch Advisors LP | 1.11% | Reduce -3.8% | 664,245 | $199.2M |
| Geode Capital Management, LLC | 0.01% | Add +9.6% | 615,533 | $184.6M |
| Millennium Management | 0.16% | Add +88.0% | 540,795 | $162.2M |
| FMR LLC | 0.01% | Add +5.1% | 419,980 | $125.9M |
| Norges Bank | 0.01% | No change | 331,673 | $99.5M |
| Liontrust Investment Partners LLP | 1.51% | Reduce -3.2% | 322,920 | $96.8M |
| Dimensional Fund Advisors LP | 0.02% | Add +4.0% | 317,127 | $95.1M |
| Bank of New York Mellon Corp | 0.02% | Reduce -6.2% | 270,177 | $81.0M |
| Allspring Global Investments Holdings, LLC | 0.13% | Reduce -6.6% | 255,057 | $76.9M |
| Renaissance Technologies | 0.11% | Add +24.9% | 235,270 | $70.6M |
| Northern Trust Corp. | 0.01% | Reduce -5.5% | 217,616 | $65.3M |
| JPMorgan Chase & Co. | 0.00% | Add +5.3% | 200,763 | $60.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.2% | 196,465 | $58.9M |
| M&G PLC | 0.33% | Reduce -4.5% | 168,677 | $50.6M |
| Premier Fund Managers Ltd | 1.88% | Add +13.4% | 170,068 | $50.3M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Add +39.1% | 162,936 | $48.9M |
| Sei Investments Co. | 0.05% | Add +1.6% | 139,069 | $41.7M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -40.7% | 137,920 | $41.4M |
| Royce & Associates LP | 0.45% | Reduce -19.4% | 137,533 | $41.2M |
| American Capital Management Inc. | 1.56% | Reduce -0.5% | 128,075 | $38.4M |
| Nuveen, LLC | 0.01% | — | 127,617 | $38.3M |
| Two Sigma Investments, LP | 0.08% | Add +212.3% | 113,152 | $33.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +11.1% | 109,257 | $32.8M |
| Schroder Investment Management Group | 0.03% | Add +10.4% | 110,570 | $32.7M |
| Citadel Advisors | 0.03% | Add +2.3% | 107,782 | $32.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +12.9% | 106,294 | $31.9M |
| UBS Group AG | 0.01% | Reduce -2.4% | 105,250 | $31.6M |
| Copeland Capital Management, LLC | 0.62% | Reduce -1.9% | 103,384 | $31.0M |
| Praesidium Investment Management Company, LLC | 5.69% | Add +12.7% | 101,472 | $30.4M |
| Two Sigma Advisers, LP | 0.06% | Add +345.1% | 91,700 | $27.5M |
| Qube Research & Technologies Ltd | 0.04% | Add +108.3% | 87,483 | $26.2M |
| Wells Fargo & Company | 0.01% | Reduce -2.8% | 84,538 | $25.4M |
| DF Dent & Co. Inc. | 0.33% | Reduce -3.2% | 82,963 | $24.9M |
| Invesco Ltd. | 0.00% | Reduce -60.5% | 76,646 | $23.0M |
| Principal Financial Group Inc. | 0.01% | Reduce -2.9% | 76,327 | $22.9M |
| Rhumbline Advisers | 0.02% | Reduce -1.3% | 76,177 | $22.8M |
| Captrust Financial Advisors | 0.06% | Add +715.6% | 73,612 | $22.1M |
| First Trust Advisors LP | 0.02% | Add +132.4% | 69,456 | $20.8M |
| Squarepoint Ops LLC | 0.05% | Add +498.3% | 64,031 | $19.2M |
| Confluence Investment Management LLC | 0.27% | Reduce -2.0% | 62,103 | $18.6M |
| Point72 Asset Management | 0.05% | New | 60,649 | $18.2M |
| Raymond James Financial Inc. | 0.01% | Add +20.4% | 58,983 | $17.7M |
| Nordea Investment Management AB | 0.02% | Add +1.6% | 58,426 | $17.3M |
| Chicago Capital, LLC | 0.48% | Reduce -1.6% | 56,795 | $17.0M |
| Panagora Asset Management Inc. | 0.08% | Add +4970.8% | 56,692 | $17.0M |
| Nicholas Company, Inc. | 0.29% | Reduce -0.1% | 56,585 | $17.0M |
| Congress Asset Management Co. | 0.13% | Add +14.6% | 56,216 | $16.9M |
| Parnassus Investments, LLC | 0.04% | Reduce -22.6% | 54,242 | $16.3M |
| Swiss National Bank | 0.01% | Reduce -1.5% | 54,000 | $16.2M |
| Legal & General Group Plc | 0.00% | Add +3.1% | 47,689 | $14.3M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -92.9% | 47,480 | $14.2M |
| California Public Employees Retirement System | 0.01% | Add +0.6% | 45,086 | $13.5M |
| Cubist Systematic Strategies, LLC | 0.18% | Add +688.9% | 45,055 | $13.5M |
| Bank of Nova Scotia | 0.03% | Add +134.2% | 44,500 | $13.3M |
| Balyasny Asset Management L.P. | 0.03% | Reduce -75.4% | 41,333 | $12.4M |
| Townsquare Capital LLC | 0.13% | Reduce -3.1% | 40,782 | $12.2M |
| CI Investments Inc. | 0.05% | Add +4.4% | 40,407 | $12.1M |
| D. E. Shaw & Co. | 0.02% | Add +1513.4% | 40,028 | $12.0M |
| Sone Capital Management, LLC | 1.19% | New | 38,549 | $11.6M |
| Segall Bryant & Hamill, LLC | 0.18% | Add +3.8% | 38,216 | $11.5M |
| Algert Global LLC | 0.28% | Add +2.9% | 38,156 | $11.4M |
| Royal Bank of Canada | 0.00% | Add +106.8% | 37,089 | $11.1M |
| AQR Capital Management | 0.01% | Add +183.7% | 37,163 | $10.9M |
| Tribune Investment Group LP | 6.19% | Add +125.0% | 36,000 | $10.8M |
| Barlow Wealth Partners, LLC | 1.35% | Add +2.1% | 36,722 | $10.3M |
| Retirement Systems of Alabama | 0.04% | Add +0.1% | 32,883 | $9.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -7.8% | 32,031 | $9.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.5% | 30,603 | $9.2M |
| Natixis | 0.05% | Add +94.2% | 30,881 | $9.2M |
| Corebridge Financial, Inc. | 0.05% | Reduce -2.4% | 30,134 | $9.0M |
| Teacher Retirement System of Texas | 0.03% | Reduce -17.9% | 26,888 | $8.1M |
| Asset Management One Co., Ltd. | 0.03% | Reduce -16.1% | 26,113 | $7.8M |
| Marks Group Wealth Management, Inc | 0.75% | Add +2.2% | 25,821 | $7.7M |
| California State Teachers Retirement System | 0.01% | Reduce -1.1% | 25,686 | $7.7M |
| Quantbot Technologies LP | 0.24% | Add +363.9% | 25,473 | $7.6M |
| United Capital Financial Advisors, LLC | 0.07% | Add +96.6% | 25,396 | $7.6M |
| Kornitzer Capital Management Inc. | 0.16% | Reduce -2.0% | 25,304 | $7.6M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 24,853 | $7.5M |
| Cooper Investors PTY Ltd. | 1.19% | Add +14.6% | 24,387 | $7.3M |
| Tudor Investment Corporation | 0.06% | New | 23,271 | $7.0M |
| Pinebridge Investments, L.P. | 0.05% | Reduce -7.7% | 22,054 | $6.6M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -3.0% | 21,809 | $6.5M |
| Motley Fool Wealth Management, LLC | 0.39% | Reduce -8.2% | 21,783 | $6.5M |
| Janus Henderson Group PLC | 0.00% | Add +73.6% | 21,770 | $6.4M |
| Holocene Advisors, LP | 0.02% | Add +60.9% | 21,284 | $6.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -7.7% | 21,219 | $6.4M |
| Quantinno Capital Management LP | 0.04% | Add +203.6% | 21,023 | $6.3M |
| Voleon Capital Management LP | 0.49% | Reduce -4.5% | 20,930 | $6.3M |
| Jane Street Group, LLC | 0.01% | Add +1471.5% | 20,603 | $6.2M |
| SW Investment Management LLC | 1.88% | No change | 20,000 | $6.0M |
"% of holder's portfolio" is MORN's weight in each manager's 13F, not the share of Morningstar Inc. the manager owns.