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Disclosery

MORN MORNINGSTAR INC

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Stock (common), issuer CIK 1289419

458 managers (466 13F filers) reported a position in MORN shares at 2025-03-31, 25,255,137 shares in all. 60 filers opened a position and 47 filers sold out during the quarter.

Managers
458
13F filers
466
New
60
Added
192
Reduced
133
Sold out
47
Shares held by filers
25,255,137

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BlackRock, Inc.in group BlackRock, Inc.2,704,022$811M0.02%+36,26913F-HRTimelineGroup
VANGUARD GROUP INCgroup of 2 filers holding2,664,346$799M-142,920Timeline
MORGAN STANLEYin group MORGAN STANLEY2,101,105$630M0.05%+44,19513F-HRTimelineGroup
BAMCO INC /NY/in group Baron Capital1,299,508$390M1.14%-5,64713F-HRTimelineGroup
Select Equity Group, L.P.1,172,567$352M1.57%-201,86813F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…1,079,805$324M0.06%-79413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/916,435$275M0.02%-386,89513F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…910,156$273M0.67%-65,03713F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…862,259$259M0.09%-154,04713F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP850,005$255M0.01%+8,37113F-HRTimelineGroup
WASATCH ADVISORS LP664,245$199M1.11%-25,90913F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC615,533$185M0.01%+54,10213F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC540,795$162M0.16%+253,13713F-HRTimelineGroup
FMR LLCin group FMR LLC419,980$126M0.01%+20,39513F-HRTimelineGroup
NORGES BANK331,673$99.5M0.01%013F-HR/ATimeline
Liontrust Investment Partners LLP322,920$96.8M1.51%-10,71113F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP317,127$95.1M0.02%+12,11313F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp270,177$81M0.02%-17,85413F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …255,057$76.9M0.13%-17,89413F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC235,270$70.6M0.11%+46,90013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP217,616$65.3M0.01%-12,53313F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding214,507$64.3M+8,285Timeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding204,852$61.4M+148,015Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO200,763$60.2M<0.01%+10,10813F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co196,465$58.9M0.01%+2,27013F-HR/ATimelineGroup
M&G PLCin group M&G PLC168,677$50.6M0.24%-7,99313F-HRTimelineGroup
Premier Fund Managers Ltd170,068$50.3M1.88%+20,06813F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …162,936$48.9M0.04%+45,78013F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO139,069$41.7M0.05%+2,13013F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC137,920$41.4M0.01%-94,56313F-HR/ATimelineGroup
ROYCE & ASSOCIATES LP137,533$41.2M0.45%-33,14713F-HRTimeline
AMERICAN CAPITAL MANAGEMENT INC128,075$38.4M1.56%-61713F-HRTimeline
Nuveen, LLCin group TIAA127,617$38.3M0.01%13F-HRTimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP110,570$32.7M0.03%+10,38513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC107,782$32.3M0.03%+2,42513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding106,294$31.9M+10,890Timeline
Copeland Capital Management, LLC103,384$31M0.62%-2,01813F-HRTimeline
Praesidium Investment Management Compan…101,472$30.4M5.69%+11,41413F-HRTimeline
Qube Research & Technologies Ltd87,483$26.2M0.04%+45,48313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN84,538$25.4M0.01%-2,47013F-HRTimelineGroup
DF DENT & CO INC82,963$24.9M0.33%-2,71513F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding77,032$23.1M-2,312Timeline
Invesco Ltd.in group Invesco Ltd.76,646$23M<0.01%-117,53613F-HRTimelineGroup
RHUMBLINE ADVISERS76,177$22.8M0.02%-96513F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS73,612$22.1M0.06%+64,58613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP69,456$20.8M0.02%+39,57013F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC64,031$19.2M0.05%+53,32813F-HR/ATimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC62,103$18.6M0.27%-1,29013F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.60,649$18.2M0.05%new13F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC58,983$17.7M0.01%+9,99713F-HRTimelineGroup
NORDEA INVESTMENT MANAGEMENT ABin group NORDEA INVESTMENT MANAGEMENT …58,426$17.3M0.02%+92113F-HRTimelineGroup
Chicago Capital, LLC56,795$17M0.48%-89213F-HRTimeline
PANAGORA ASSET MANAGEMENT INC56,692$17M0.08%+55,57413F-HRTimeline
NICHOLAS COMPANY, INC.56,585$17M0.29%-4513F-HRTimeline
CONGRESS ASSET MANAGEMENT CO56,216$16.9M0.13%+7,17313F-HRTimeline
PARNASSUS INVESTMENTS, LLC54,242$16.3M0.04%-15,86913F-HRTimeline
Swiss National Bank54,000$16.2M0.01%-80013F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc47,689$14.3M<0.01%+1,44413F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/47,480$14.2M<0.01%-621,40913F-HRTimeline
California Public Employees Retirement …45,086$13.5M0.01%+25713F-HRTimeline
Cubist Systematic Strategies, LLC45,055$13.5M0.18%+39,34413F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA44,500$13.3M0.03%+25,50013F-HR/ATimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management41,333$12.4M0.03%-126,69313F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC40,782$12.2M0.13%-1,29313F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.40,407$12.1M0.05%+1,68713F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.40,028$12M0.01%+37,54713F-HRTimelineGroup
Sone Capital Management, LLC38,549$11.6M1.19%new13F-HRTimeline
SEGALL BRYANT & HAMILL, LLC38,216$11.5M0.18%+1,38413F-HRTimeline
ALGERT GLOBAL LLC38,156$11.4M0.28%+1,07013F-HR/ATimeline
Motley Fool Asset Management LLCgroup of 2 filers holding37,093$11.1M-2,434Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA37,089$11.1M<0.01%+19,15513F-HR/ATimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC37,163$10.9M0.01%+24,06313F-HRTimelineGroup
Tribune Investment Group LP36,000$10.8M6.19%+20,00013F-HRTimeline
BARLOW WEALTH PARTNERS, LLC36,722$10.3M1.35%+76013F-HRTimeline
Retirement Systems of Alabama32,883$9.86M0.04%+3213F-HRTimeline
ALLIANCEBERNSTEIN L.P.32,031$9.61M<0.01%-2,69713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC30,603$9.18M<0.01%-47113F-HRTimelineGroup
NATIXISin group Natixis Investment Managers30,881$9.17M0.05%+14,97913F-HR/ATimelineGroup
Corebridge Financial, Inc.in group Corebridge Financial, Inc.30,134$9.04M0.05%-74113F-HRTimelineGroup
TEACHER RETIREMENT SYSTEM OF TEXAS26,888$8.06M0.03%-5,86313F-HRTimeline
Asset Management One Co., Ltd.26,113$7.78M0.03%-5,02213F-HRTimeline
Marks Group Wealth Management, Inc25,821$7.74M0.75%+56013F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…25,686$7.7M0.01%-28413F-HRTimeline
Quantbot Technologies LP25,473$7.64M0.24%+19,98213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…25,396$7.62M0.07%+12,47713F-HRTimelineGroup
KORNITZER CAPITAL MANAGEMENT INC /KS25,304$7.59M0.16%-53013F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…24,853$7.45M0.01%013F-HRTimeline
COOPER INVESTORS PTY LTD24,387$7.31M1.19%+3,11413F-HRTimeline
TUDOR INVESTMENT CORP ET AL23,271$6.98M0.06%new13F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.22,054$6.61M0.05%-1,82613F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …21,809$6.54M0.01%-68313F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson21,770$6.44M<0.01%+9,22713F-HRTimelineGroup
Holocene Advisors, LP21,284$6.38M0.02%+8,05513F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co21,219$6.37M0.01%-1,77013F-HRTimelineGroup
Quantinno Capital Management LP21,023$6.3M0.04%+14,09913F-HRTimeline
Voleon Capital Management LP20,930$6.28M0.49%-98513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,603$6.18M0.01%+19,29213F-HR/ATimelineGroup
SW Investment Management LLC20,000$6M1.88%013F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC19,719$5.91M0.01%+2,36613F-HRTimelineGroup
CANADA PENSION PLAN INVESTMENT BOARD19,400$5.82M0.01%new13F-HRTimeline
Man Group plcin group Man Group plc19,280$5.78M0.02%+2,66213F-HRTimelineGroup
Engineers Gate Manager LP19,058$5.71M0.1%+16,94913F-HRTimeline
Capitolis Liquid Global Markets LLCin group CAPITOLIS LIQUID GLOBAL MARKE…19,000$5.7M0.05%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…18,908$5.67M0.01%+3,30213F-HRTimelineGroup
ExodusPoint Capital Management, LP18,569$5.57M0.07%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC18,148$5.44M<0.01%-3,32113F-HR/ATimelineGroup
MUFG Securities EMEA plc18,000$5.4M0.14%-6,99913F-HRTimeline
Fisher Asset Management, LLC17,539$5.26M<0.01%-4,46213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…17,215$5.19M0.01%+2,40013F-HR/ATimelineGroup
VICTORY CAPITAL MANAGEMENT INC17,302$5.19M0.01%+67613F-HRTimeline
HRT FINANCIAL LP17,154$5.14M0.03%+14,71913F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC17,070$5.12M0.08%+14,78413F-HR/ATimelineGroup
Verition Fund Management LLC16,693$5.01M0.03%+14,74713F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…16,159$4.85M0.03%-24213F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…15,900$4.77M0.01%-12,00613F-HRTimeline
Trexquant Investment LP15,879$4.76M0.06%new13F-HRTimeline
HighTower Advisors, LLC15,545$4.66M0.01%-52313F-HRTimeline
Point72 Hong Kong Ltd15,543$4.66M0.33%+14,89613F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC15,496$4.65M0.06%+12,69813F-HRTimelineGroup
State of Alaska, Department of Revenue15,237$4.57M0.05%+8013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP15,217$4.56M<0.01%-3,41613F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/15,120$4.53M0.01%-13,00113F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC15,037$4.51M<0.01%-4213F-HRTimelineGroup
Henshaw Capital LLC14,593$4.38M0.19%+1,10613F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding14,061$4.22M-335Timeline
NEW YORK STATE COMMON RETIREMENT FUND13,975$4.19M0.01%013F-HR/ATimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC14,042$4.18M<0.01%+7,77613F-HRTimelineGroup
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…13,904$4.17M0.05%-36713F-HR/ATimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.13,567$4.07M0.02%-95013F-HRTimelineGroup
CW Advisors, LLC13,260$3.98M0.05%+3,25013F-HRTimeline
Aquatic Capital Management LLC13,111$3.93M0.1%+10,43213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC13,108$3.93M<0.01%+1,84613F-HRTimelineGroup
Schonfeld Strategic Advisors LLC12,986$3.89M0.03%+5,59613F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC12,940$3.88M<0.01%+1,08113F-HR/ATimelineGroup
YHB Investment Advisors, Inc.12,884$3.86M0.32%+813F-HRTimeline
AMALGAMATED BANK12,789$3.83M0.03%-43913F-HRTimeline
Cardinal Capital Management12,335$3.7M0.57%+27513F-HRTimeline
Treasurer of the State of North Carolina12,209$3.66M0.01%+47013F-HRTimeline
Southeast Asset Advisors, LLC11,218$3.36M0.41%-50713F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …11,218$3.36M0.01%013F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK10,771$3.23M0.02%+60513F-HRTimelineGroup
State of Tennessee, Department of Treas…10,460$3.14M0.01%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC10,463$3.14M<0.01%+8,77313F-HRTimelineGroup
Kensington Investment Counsel, LLC10,401$3.12M1.39%-28113F-HRTimeline
CEERA INVESTMENTS, LLC9,786$2.93M1.01%013F-HRTimeline
Police & Firemen's Retirement System of…9,696$2.91M0.03%+8613F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC9,660$2.9M0.04%new13F-HRTimelineGroup
OP Asset Management Ltd9,645$2.89M0.05%13F-HR/ATimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.9,503$2.85M0.01%new13F-HRTimelineGroup
George Kaiser Family Foundation9,349$2.8M0.41%+1,65613F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC9,287$2.78M0.03%-20013F-HRTimeline
Ensign Peak Advisors, Inc9,013$2.7M0.01%-3,95913F-HRTimeline
GLOBEFLEX CAPITAL L P8,835$2.65M0.24%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP8,818$2.64M<0.01%-93713F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD8,772$2.63M0.01%-37513F-HRTimeline
AZZAD ASSET MANAGEMENT INC /ADV8,688$2.61M0.31%new13F-HR/ATimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,602$2.58M0.01%+30313F-HRTimelineGroup
COMERICA BANK8,561$2.57M0.01%-35113F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG8,517$2.55M0.03%-25213F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…8,498$2.55M0.01%-1,57913F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp8,376$2.51M0.01%-79613F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC8,372$2.51M<0.01%+26113F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…8,349$2.5M0.01%-94613F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM7,980$2.39M0.02%-9013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\7,914$2.37M<0.01%-1,68413F-HRTimelineGroup
TEACHERS RETIREMENT SYSTEM OF THE STATE…7,770$2.33M0.02%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS7,768$2.33M<0.01%+3,43513F-HRTimelineGroup
Louisiana State Employees Retirement Sy…7,600$2.28M0.05%+10013F-HRTimeline
Redmond Asset Management, LLC7,528$2.26M0.58%013F-HRTimeline
BRIGHT ROCK CAPITAL MANAGEMENT, LLC7,500$2.25M0.47%013F-HRTimeline
DANSKE BANK A/S7,093$2.13M0.01%+38513F-HRTimeline
Empire Life Investments Inc.7,061$2.12M0.14%+25513F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…7,029$2.11M0.01%+21113F-HRTimeline
Headlands Technologies LLC6,999$2.1M0.24%+6,82913F-HRTimeline
NORDEN GROUP LLC6,837$2.05M0.24%-1,70813F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd6,558$1.97M0.1%+5,79813F-HRTimelineGroup
AlphaQuest LLC6,510$1.95M0.21%+5,53113F-HRTimeline
STATE OF MICHIGAN RETIREMENT SYSTEM6,500$1.95M0.01%+10013F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…6,458$1.94M0.01%+49113F-HRTimeline
Handelsbanken Fonder AB6,372$1.91M0.01%013F-HRTimeline
ODDO BHF ASSET MANAGEMENT SAS6,300$1.89M0.08%-5713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Nebula Research & Development LLC6,282$1.88M0.17%new13F-HRTimeline
Graham Capital Management, L.P.6,223$1.87M0.06%+4,44913F-HRTimeline
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding6,028$1.81M-9Timeline
NEW YORK STATE TEACHERS RETIREMENT SYST…5,900$1.77M<0.01%013F-HRTimeline
Sepio Capital, LP5,865$1.76M0.14%-7213F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.5,864$1.76M0.08%+23813F-HRTimeline
LPL Financial LLC5,836$1.75M<0.01%+74413F-HRTimeline
LECAP ASSET MANAGEMENT LTD5,782$1.73M0.4%new13F-HRTimeline
KLP KAPITALFORVALTNING AS5,700$1.71M0.01%+10013F-HRTimeline
XPONANCE LLC5,543$1.66M0.02%+11213F-HRTimeline
MML INVESTORS SERVICES, LLC5,517$1.65M0.01%+42213F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND5,488$1.65M0.03%013F-HRTimeline
New Age Alpha Advisors, LLC5,471$1.64M0.07%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,426$1.63M<0.01%+79813F-HRTimelineGroup
ASHFORD CAPITAL MANAGEMENT INC5,393$1.62M0.21%-3813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,342$1.6M<0.01%-1313F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…5,316$1.59M0.05%-9513F-HRTimelineGroup
Linden Thomas Advisory Services, LLC5,200$1.56M0.2%+4913F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD5,200$1.56M0.06%013F-HRTimeline