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Disclosery

MORN MORNINGSTAR INC

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Stock (common), issuer CIK 1289419

440 managers (452 13F filers) reported a position in MORN shares at 2024-12-31, 25,742,591 shares in all. 50 filers opened a position and 28 filers sold out during the quarter.

Managers
440
13F filers
452
New
50
Added
157
Reduced
145
Sold out
28
Shares held by filers
25,742,591

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
VANGUARD GROUP INCgroup of 2 filers holding2,807,266$945M+51,971Timeline
BlackRock, Inc.in group BlackRock, Inc.2,667,753$898M0.02%+90,89413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,056,910$693M0.05%-19,62413F-HR/ATimelineGroup
Select Equity Group, L.P.1,374,435$463M1.89%-384,88613F-HRTimeline
BAMCO INC /NY/in group Baron Capital1,305,155$440M1.14%-43313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,303,330$439M0.04%-253,25813F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…1,080,599$364M0.07%+130,08713F-HRTimelineGroup
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…1,016,306$342M0.11%-185,40213F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…975,193$328M0.76%-67,88913F-HR/ATimeline
STATE STREET CORPin group STATE STREET CORP841,634$283M0.01%+37,34113F-HRTimelineGroup
WASATCH ADVISORS LP690,154$232M1.15%-5,86913F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/668,889$225M0.03%-16,30313F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC561,431$189M0.01%+64,02013F-HRTimelineGroup
FMR LLCin group FMR LLC399,585$135M0.01%-93513F-HRTimelineGroup
Liontrust Investment Partners LLP333,631$112M1.63%-69,14413F-HRTimeline
NORGES BANK331,673$112M0.01%+6,15113F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP305,014$103M0.02%+13,15513F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp288,031$97M0.02%+5,16913F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC287,658$96.9M0.08%-207,44813F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …272,951$90.7M0.15%-44713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC232,483$78.3M0.02%+16,82813F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP230,149$77.5M0.01%+36,13313F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding206,222$69.4M+99,779Timeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co194,195$65.4M0.01%+2,43013F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.194,182$65.4M0.01%+77,04213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO190,655$64.2M0.01%-11,48513F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC188,370$63.4M0.09%+4,90013F-HRTimeline
M&G PLCin group M&G PLC176,670$59.5M0.37%-6,13813F-HRTimelineGroup
ROYCE & ASSOCIATES LP170,680$57.5M0.53%-20,61013F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management168,026$56.6M0.13%new13F-HRTimelineGroup
Premier Fund Managers Ltd150,000$50.7M1.81%new13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO136,939$46.1M0.06%+1,88413F-HRTimelineGroup
AMERICAN CAPITAL MANAGEMENT INC128,692$43.3M1.61%-15,53913F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …117,156$39.5M0.03%+90,46613F-HRTimelineGroup
Copeland Capital Management, LLC105,402$35.5M0.66%-1,63013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC105,357$35.5M0.03%-12,71313F-HRTimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP100,185$33.8M0.03%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding95,404$32.1M+17,404Timeline
Praesidium Investment Management Compan…90,058$30.3M5.09%-8,70813F-HRTimeline
Nuveen Asset Management, LLCin group TIAA90,029$30.3M0.01%+18,53513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN87,008$29.3M0.01%-1,56813F-HRTimelineGroup
DF DENT & CO INC85,678$28.9M0.37%-2,70013F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding79,344$26.7M-6,126Timeline
RHUMBLINE ADVISERS77,142$26M0.02%-9113F-HR/ATimeline
PARNASSUS INVESTMENTS, LLC70,111$23.6M0.05%-92313F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC65,924$22.2M0.67%+4,29913F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC63,393$21.3M0.3%-1,03913F-HRTimeline
NORDEA INVESTMENT MANAGEMENT ABin group NORDEA INVESTMENT MANAGEMENT …57,505$19.5M0.02%+1,96313F-HRTimelineGroup
Chicago Capital, LLC57,687$19.4M0.52%-50913F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding56,837$19.1M+54,537Timeline
NICHOLAS COMPANY, INC.56,630$19.1M0.31%+30,32013F-HRTimeline
Swiss National Bank54,800$18.5M0.01%+60013F-HRTimeline
CONGRESS ASSET MANAGEMENT CO49,043$16.5M0.11%+7,41613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC48,986$16.5M0.01%13F-HR/ATimelineGroup
Legal & General Group Plcin group Legal & General Group Plc46,245$15.6M<0.01%+11313F-HRTimelineGroup
California Public Employees Retirement …44,829$15.1M0.01%-3,23613F-HR/ATimeline
TOWNSQUARE CAPITAL LLC42,075$14.2M0.16%+11613F-HRTimeline
Qube Research & Technologies Ltd42,000$14.1M0.02%+9,92713F-HRTimeline
Motley Fool Asset Management LLCgroup of 2 filers holding39,527$13.3M+628Timeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.38,720$13M0.05%-3,82613F-HRTimelineGroup
ALGERT GLOBAL LLC37,086$12.5M0.29%+11,57713F-HR/ATimeline
SEGALL BRYANT & HAMILL, LLC36,832$12.4M0.17%+2,92713F-HRTimeline
BARLOW WEALTH PARTNERS, LLC35,962$11.8M1.49%+1,81813F-HRTimeline
ALLIANCEBERNSTEIN L.P.34,728$11.7M<0.01%+1,72713F-HRTimeline
Retirement Systems of Alabama32,851$11.1M0.04%+6613F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS32,751$11M0.04%+24,32513F-HRTimeline
Asset Management One Co., Ltd.31,135$10.5M0.04%-5,61413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC31,074$10.5M<0.01%-97713F-HRTimelineGroup
Corebridge Financial, Inc.in group Corebridge Financial, Inc.30,875$10.4M0.06%-1,35313F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP29,886$10.1M0.01%+1,68113F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/28,121$9.47M0.01%+1,00813F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…27,906$9.4M0.02%+4,97513F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…25,970$8.75M0.01%-24713F-HR/ATimeline
KORNITZER CAPITAL MANAGEMENT INC /KS25,834$8.7M0.17%-49013F-HRTimeline
Marks Group Wealth Management, Inc25,261$8.51M0.84%+17113F-HRTimeline
MUFG Securities EMEA plc24,999$8.42M0.16%-113F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…24,853$8.37M0.02%-3013F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.23,880$8.04M0.06%+18,79313F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co22,989$7.72M0.01%+31513F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …22,492$7.57M0.01%-39413F-HRTimelineGroup
Fisher Asset Management, LLC22,001$7.41M<0.01%+65913F-HRTimeline
Voleon Capital Management LP21,915$7.38M0.55%13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC21,469$7.23M<0.01%+4,90613F-HR/ATimelineGroup
COOPER INVESTORS PTY LTD21,273$7.16M1.13%new13F-HRTimeline
SW Investment Management LLC20,000$6.74M1.58%new13F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA19,000$6.4M0.01%-12,92613F-HR/ATimelineGroup
Capitolis Liquid Global Markets LLCin group CAPITOLIS LIQUID GLOBAL MARKE…19,000$6.4M0.06%013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP18,633$6.27M0.01%+28413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA17,934$6.04M<0.01%+4,28813F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC17,353$5.84M0.01%+5,67713F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC16,626$5.6M0.01%+78313F-HRTimeline
Man Group plcin group Man Group plc16,618$5.6M0.02%+3,11313F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…16,401$5.52M0.03%+1,24213F-HRTimelineGroup
HighTower Advisors, LLC16,068$5.41M0.01%+10213F-HRTimeline
Tribune Investment Group LP16,000$5.39M3.02%13F-HRTimeline
NATIXISin group Natixis Investment Managers15,902$5.36M0.04%-16,00013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…15,606$5.26M0.01%-5,05713F-HRTimelineGroup
State of Alaska, Department of Revenue15,157$5.1M0.06%-4513F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC15,079$5.08M<0.01%+26313F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…14,815$5M0.01%+93613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 3 filers holding14,741$4.96M+3,449Timeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.14,517$4.89M0.02%-59813F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding14,396$4.85M+643Timeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…14,271$4.81M0.05%-31313F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND13,975$4.71M0.01%-1,50013F-HR/ATimeline
Henshaw Capital LLC13,487$4.54M0.19%+1713F-HRTimeline
AMALGAMATED BANK13,228$4.46M0.04%013F-HRTimeline
Holocene Advisors, LP13,229$4.45M0.01%+8,19413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC13,100$4.41M0.01%+5,40313F-HRTimelineGroup
Ensign Peak Advisors, Inc12,972$4.37M0.01%-5,28313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…12,919$4.35M0.04%new13F-HRTimelineGroup
YHB Investment Advisors, Inc.12,876$4.34M0.36%-8913F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson12,543$4.22M<0.01%013F-HRTimelineGroup
Cardinal Capital Management12,060$4.06M0.64%-3513F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC11,859$3.99M<0.01%-58213F-HR/ATimelineGroup
Treasurer of the State of North Carolina11,739$3.95M0.02%+8013F-HRTimeline
Southeast Asset Advisors, LLC11,725$3.95M0.48%-3,64313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC11,262$3.79M<0.01%+40813F-HRTimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …11,218$3.78M0.01%-29013F-HRTimelineGroup
Waratah Capital Advisors Ltd.10,896$3.67M0.21%new13F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC10,703$3.6M0.01%-2,63613F-HRTimelineGroup
Kensington Investment Counsel, LLC10,682$3.6M1.5%+6713F-HRTimeline
State of Tennessee, Department of Treas…10,460$3.52M0.01%-29513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK10,166$3.42M0.02%-1,01813F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…10,077$3.39M0.01%-36613F-HRTimelineGroup
CW Advisors, LLC10,010$3.37M0.05%+77313F-HRTimeline
CEERA INVESTMENTS, LLC9,786$3.3M1.13%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP9,755$3.29M0.01%-1,51813F-HRTimelineGroup
Police & Firemen's Retirement System of…9,610$3.24M0.03%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\9,598$3.23M<0.01%-12513F-HRTimelineGroup
YOUSIF CAPITAL MANAGEMENT, LLC9,487$3.19M0.04%-39413F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…9,295$3.13M0.01%-52513F-HRTimeline
M&T Bank Corpin group M&T Bank Corp9,172$3.09M0.01%+30313F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD9,147$3.08M0.01%-1,76513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS9,026$3.04M0.01%+5,65513F-HRTimeline
COMERICA BANK8,912$3M0.01%-40113F-HR/ATimeline
GLOBEFLEX CAPITAL L P8,835$2.98M0.25%013F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG8,769$2.95M0.03%-1,19913F-HRTimelineGroup
NORDEN GROUP LLC8,545$2.88M0.33%-4813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,299$2.79M0.01%+3713F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC8,111$2.73M<0.01%+1,48213F-HRTimelineGroup
ARIZONA STATE RETIREMENT SYSTEM8,070$2.72M0.02%+6913F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…7,770$2.62M0.02%-42013F-HRTimeline
George Kaiser Family Foundation7,693$2.59M0.38%013F-HRTimeline
Redmond Asset Management, LLC7,528$2.54M0.63%-11213F-HRTimeline
BRIGHT ROCK CAPITAL MANAGEMENT, LLC7,500$2.53M0.54%013F-HRTimeline
Louisiana State Employees Retirement Sy…7,500$2.53M0.05%013F-HRTimeline
Schonfeld Strategic Advisors LLC7,390$2.49M0.02%+5,02413F-HRTimeline
Quantinno Capital Management LP6,924$2.33M0.02%+1,39013F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…6,818$2.3M0.01%+73813F-HRTimeline
Empire Life Investments Inc.6,806$2.29M0.14%+5613F-HRTimeline
DANSKE BANK A/S6,708$2.26M0.01%+3,60813F-HRTimeline
Grandeur Peak Global Advisors, LLC6,499$2.19M0.19%new13F-HRTimeline
STATE OF MICHIGAN RETIREMENT SYSTEM6,400$2.16M0.01%013F-HRTimeline
Handelsbanken Fonder AB6,372$2.15M0.01%+40013F-HRTimeline
ODDO BHF ASSET MANAGEMENT SAS6,357$2.14M0.11%+14513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC6,266$2.12M<0.01%+5,31313F-HRTimelineGroup
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding6,037$2.03M+26Timeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…5,967$2.01M0.01%+1813F-HRTimeline
Sepio Capital, LP5,937$2M0.16%-6913F-HRTimeline
NEW YORK STATE TEACHERS RETIREMENT SYST…5,900$1.99M<0.01%-2,54513F-HRTimeline
Cubist Systematic Strategies, LLC5,711$1.92M0.03%-35,71213F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.5,626$1.9M0.08%+3713F-HRTimeline
KLP KAPITALFORVALTNING AS5,600$1.89M0.01%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,819$1.88M<0.01%-6613F-HRTimelineGroup
OFI INVEST ASSET MANAGEMENT5,700$1.85M0.04%13F-HRTimeline
Quantbot Technologies LP5,491$1.85M0.07%-8,27813F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND5,488$1.85M0.03%-2913F-HRTimeline
ASHFORD CAPITAL MANAGEMENT INC5,431$1.83M0.22%013F-HRTimeline
XPONANCE LLC5,431$1.83M0.02%+16513F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…5,411$1.82M0.06%-13513F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,355$1.8M<0.01%-11313F-HRTimelineGroup
NEW MEXICO EDUCATIONAL RETIREMENT BOARD5,200$1.75M0.06%013F-HRTimeline
Portside Wealth Group, LLC5,195$1.75M0.29%-11013F-HR/ATimeline
Linden Thomas Advisory Services, LLC5,151$1.73M0.22%-913F-HRTimeline
Fieldview Capital Management, LLC5,117$1.72M0.27%13F-HRTimeline
MML INVESTORS SERVICES, LLC5,095$1.72M0.01%+81513F-HRTimeline
LPL Financial LLC5,092$1.71M<0.01%+61013F-HRTimeline
Pacer Advisors, Inc.4,951$1.67M<0.01%+97013F-HRTimeline
Bradyco, Inc.4,864$1.64M1.01%13F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.4,811$1.62M0.29%+3,34613F-HRTimeline
Alliance Wealth Advisors, LLC /UT4,793$1.61M0.42%+9113F-HRTimeline
Martin Capital Advisors, LLP4,452$1.5M0.97%013F-HRTimeline
Utah Retirement Systems4,420$1.49M0.02%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,628$1.48M<0.01%-1,69013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS4,333$1.46M<0.01%-1,65013F-HRTimelineGroup
Cinctive Capital Management LP4,313$1.45M0.08%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,284$1.44M<0.01%+47213F-HRTimelineGroup
Oak Thistle LLC4,276$1.44M0.43%+2,82613F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC4,213$1.42M0.01%-4413F-HRTimeline
BLAIR WILLIAM & CO/IL4,145$1.4M<0.01%-5013F-HRTimeline
CONSOLIDATED PRESS INTERNATIONAL HOLDIN…4,100$1.38M0.21%013F-HRTimeline
POLEN CAPITAL MANAGEMENT LLC3,906$1.32M<0.01%-2,29013F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…3,860$1.3M<0.01%+18113F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth3,803$1.28M<0.01%-1,09413F-HR/ATimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…3,705$1.25M0.05%+58813F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC3,652$1.23M<0.01%-2213F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding3,893$1.23M+509Timeline
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding3,585$1.21M+3,585Timeline
Janney Montgomery Scott LLC3,446$1.16M<0.01%+16313F-HRTimeline