Notable Holders of Morningstar, Inc. (MORN)
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Expand Research on MORN
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* Does Not Fully Represent All Holders
Fund | Title | Shares | % Owned | Source |
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Select Equity Group, L.P. | COM | 4,005,018 | 8.95% | 13F |
VANGUARD GROUP INC | COM | 2,477,583 | 5.54% | 13F |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | COMMON | 1,254,599 | 2.80% | 13F |
BAMCO INC /NY/ | COM | 1,228,417 | 2.75% | 13F |
ATLANTA CAPITAL MANAGEMENT CO L L C | COM | 1,029,605 | 2.30% | 13F |
STATE STREET CORP | COM | 741,535 | 1.66% | 13F |
PRICE T ROWE ASSOCIATES INC /MD/ | COMM STK | 711,632 | 1.59% | 13F |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | COM | 627,357 | 1.40% | 13F |
BlackRock Institutional Trust Company, N.A. | COM | 521,417 | 1.17% | 13F |
WASATCH ADVISORS INC | COM | 508,261 | 1.14% | 13F |
Liontrust Investment Partners LLP | Equity | 469,642 | 1.05% | 13F |
Fidelity Investments | COM | 434,749 | 0.97% | 13F |
GEODE CAPITAL MANAGEMENT LLC | COM | 392,511 | 0.88% | 13F |
MANAGED ACCOUNT ADVISORS LLC | COM | 387,941 | 0.87% | 13F |
BT Investment Management Ltd | COM | 381,928 | 0.85% | 13F |
MILLENNIUM MANAGEMENT LLC | COM | 332,294 | 0.74% | 13F |
Invesco Ltd. | COM | 322,939 | 0.72% | 13F |
DIMENSIONAL FUND ADVISORS LP | COM | 294,731 | 0.66% | 13F |
RENAISSANCE TECHNOLOGIES LLC | COM | 292,800 | 0.65% | 13F |
Praesidium Investment Management Company, LLC | COM | 274,070 | 0.61% | 13F |
AMERIPRISE FINANCIAL INC | COM | 202,597 | 0.45% | 13F |
ROYCE & ASSOCIATES LLC | COM | 196,277 | 0.44% | 13F |
NORTHERN TRUST CORP | COM | 194,935 | 0.44% | 13F |
Allspring Global Investments Holdings, LLC | COM | 191,691 | 0.43% | 13F |
PRINCIPAL FINANCIAL GROUP INC | COM | 187,963 | 0.42% | 13F |
BlackRock Fund Advisors | COM | 176,767 | 0.40% | 13F |
SCHWAB CHARLES INVESTMENT MANAGEMENT INC | COM | 167,938 | 0.38% | 13F |
AMERICAN CAPITAL MANAGEMENT INC | COM | 167,782 | 0.38% | 13F |
Goldman Sachs Asset Management, L.P. | CMN | 163,311 | 0.37% | 13F |
M&G INVESTMENT MANAGEMENT LTD | COM | 143,216 | 0.32% | 13F |
PARAMETRIC PORTFOLIO ASSOCIATES | Common Stock | 130,746 | 0.29% | 13F |
SEI INVESTMENTS CO | COM | 123,450 | 0.28% | 13F |
Emerald Acquisition Ltd. | Common Stocks | 104,722 | 0.23% | 13F |
Copeland Capital Management, LLC | COM | 103,905 | 0.23% | 13F |
WELLS FARGO & CO/MN | COM | 101,731 | 0.23% | 13F |
RUSSELL FRANK CO/ | Common Stocks | 99,853 | 0.22% | 13F |
PARNASSUS INVESTMENTS /CA | COM | 94,728 | 0.21% | 13F |
Nuveen Asset Management, LLC | COM | 82,547 | 0.18% | 13F |
EATON VANCE MANAGEMENT | COMMON STOCK | 78,754 | 0.18% | 13F |
Aperio Group, LLC | COM | 78,596 | 0.18% | 13F |
ANALYTIC INVESTORS INC/CA | COM | 77,506 | 0.17% | 13F |
CONFLUENCE INVESTMENT MANAGEMENT LLC | COM | 76,277 | 0.17% | 13F |
LAZARD ASSET MANAGEMENT LLC | Common Stock | 74,263 | 0.17% | 13F |
Farmer Steven Patrick | COM | 74,059 | 0.17% | 13F |
CRAMER ROSENTHAL MCGLYNN LLC | COM | 73,274 | 0.16% | 13F |
TIAA CREF INVESTMENT MANAGEMENT LLC | CS | 72,869 | 0.16% | 13F |
NORDEA INVESTMENT MANAGEMENT AB | COM | 67,251 | 0.15% | 13F |
TAMRO Capital Partners LLC | COM | 66,506 | 0.15% | 13F |
UBS AG | COM | 64,716 | 0.14% | 13F |
Chicago Capital, LLC | COM | 63,389 | 0.14% | 13F |
NORTHERN TRUST CO OF CONNECTICUT | COM | 59,227 | 0.13% | 13F |
Swiss National Bank | COM | 55,600 | 0.12% | 13F |
2Xideas AG | COM | 54,634 | 0.12% | 13F |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | COM | 54,102 | 0.12% | 13F |
NEW YORK STATE COMMON RETIREMENT FUND | Common Stock | 53,833 | 0.12% | 13F |
CREDIT SUISSE AG/ | COM | 49,039 | 0.11% | 13F |
NATIXIS | COM | 49,000 | 0.11% | 13F |
CI INVESTMENTS INC. | COM | 45,862 | 0.10% | 13F |
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC | EQUITY US CM | 43,197 | 0.10% | 13F |
TEACHERS ADVISORS INC | CS | 41,757 | 0.09% | 13F |
Coronation Fund Managers Ltd. | COM | 41,300 | 0.09% | 13F |
DIAM Co., Ltd. | COM | 41,293 | 0.09% | 13F |
SEGALL BRYANT & HAMILL | COM | 39,363 | 0.09% | 13F |
SCOUT INVESTMENTS, INC. | Common Stock | 36,242 | 0.08% | 13F |
ALGERT COLDIRON INVESTORS LLC | COM | 35,631 | 0.08% | 13F |
AMERICAN INTERNATIONAL GROUP INC | COM | 35,405 | 0.08% | 13F |
Southeast Asset Advisors Inc. | COM | 34,590 | 0.08% | 13F |
RHUMBLINE ADVISERS | COM | 33,931 | 0.08% | 13F |
ALLIANCEBERNSTEIN L.P. | COM | 33,607 | 0.08% | 13F |
KORNITZER CAPITAL MANAGEMENT INC /KS | COM | 32,642 | 0.07% | 13F |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | COMMON STOCK | 31,091 | 0.07% | 13F |
TOWNSQUARE CAPITAL LLC | COM | 30,508 | 0.07% | 13F |
Palo Capital, Inc. | COM | 28,714 | 0.06% | 13F |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | COM | 28,686 | 0.06% | 13F |
Fisher Asset Management, LLC | COM | 28,462 | 0.06% | 13F |
BNP Paribas Investment Partners S.A. | COM | 28,408 | 0.06% | 13F |
LEGAL & GENERAL GROUP PLC | COM | 27,679 | 0.06% | 13F |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | COM | 26,343 | 0.06% | 13F |
NICHOLAS CO INC /WI | COM | 26,305 | 0.06% | 13F |
PEAK6 Investments, L.P. (CALL) | COM | 24,800 | 0.06% | 13F |
Marks Group Wealth Management, Inc | COM | 24,696 | 0.06% | 13F |
Motley Fool Wealth Management, LLC | Ordinary Shares | 24,177 | 0.05% | 13F |
BARCLAYS PLC | COM | 23,841 | 0.05% | 13F |
Daiwa Securities Group Inc. | COM | 23,605 | 0.05% | 13F |
NATIONAL BANK OF CANADA /FI/ | COM | 23,158 | 0.05% | 13F |
Man Group plc | COM | 23,056 | 0.05% | 13F |
BANK OF NOVA SCOTIA / | COM | 22,869 | 0.05% | 13F |
MANUFACTURERES LIFE INSURANCE CO | COM | 22,790 | 0.05% | 13F |
STATE OF WISCONSIN INVESTMENT BOARD | COM | 19,911 | 0.04% | 13F |
TWO SIGMA INVESTMENTS LLC | COM | 19,085 | 0.04% | 13F |
YHB Investment Advisors, Inc. | Stock | 18,912 | 0.04% | 13F |
BRIDGEWAY CAPITAL MANAGEMENT INC | COM | 18,600 | 0.04% | 13F |
RAYMOND JAMES & ASSOCIATES | COM | 18,562 | 0.04% | 13F |
STIFEL FINANCIAL CORP | COM | 18,225 | 0.04% | 13F |
ENVESTNET ASSET MANAGEMENT INC | COM | 16,825 | 0.04% | 13F |
GEORGE KAISER FAMILY FOUNDATION | Common | 16,790 | 0.04% | 13F |
CANADA PENSION PLAN INVESTMENT BOARD | Common Stock | 16,000 | 0.04% | 13F |
Motley Fool Asset Management LLC | Ordinary Shares | 15,961 | 0.04% | 13F |
B. Metzler seel. Sohn & Co. AG | COM | 15,464 | 0.03% | 13F |
Russell Investments Group, Ltd. | Common Stock | 15,403 | 0.03% | 13F |
BlackRock Group LTD | COM | 15,152 | 0.03% | 13F |
CI Private Wealth, LLC | COM | 15,000 | 0.03% | 13F |
COMMERCE BANK N A/MO | COM | 14,213 | 0.03% | 13F |
State of New Jersey Common Pension Fund D | COM | 13,361 | 0.03% | 13F |
ROYAL BANK OF CANADA \ | COM | 13,292 | 0.03% | 13F |
Placemark Investments, Inc. | COM | 12,857 | 0.03% | 13F |
CEERA INVESTMENTS, LLC | COM | 12,456 | 0.03% | 13F |
Neuberger Berman Group LLC | Common | 12,272 | 0.03% | 13F |
ING INVESTMENT MANAGEMENT CO | COM | 12,086 | 0.03% | 13F |
Alaska Retirement Management Board | COM | 12,072 | 0.03% | 13F |
TWO SIGMA ADVISERS, LLC | COM | 12,000 | 0.03% | 13F |
ING INVESTMENT MANAGEMENT LLC | COM | 11,945 | 0.03% | 13F |
VICTORY CAPITAL MANAGEMENT INC | COM | 11,939 | 0.03% | 13F |
HENDERSON GROUP PLC | COM | 11,879 | 0.03% | 13F |
COMERICA BANK | COMMON | 11,756 | 0.03% | 13F |
US BANCORP \DE\ | COM | 11,392 | 0.03% | 13F |
UBS Group AG | COM | 11,303 | 0.03% | 13F |
Treasurer of the State of North Carolina | COM | 11,232 | 0.03% | 13F |
ATRIA INVESTMENTS LLC | COM | 10,988 | 0.02% | 13F |
CAPTRUST FINANCIAL ADVISORS | Stock | 10,798 | 0.02% | 13F |
BLACKROCK ADVISORS LLC | COM | 10,715 | 0.02% | 13F |
Cardinal Capital Management | Common Stock | 10,657 | 0.02% | 13F |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | COM | 10,608 | 0.02% | 13F |
M&T BANK CORP | COM | 10,467 | 0.02% | 13F |
B. Metzler seel. Sohn & Co. Holding AG | COM | 10,032 | 0.02% | 13F |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | COM | 10,000 | 0.02% | 13F |
D. E. Shaw & Co., INC. (PUT) | COM | 10,000 | 0.02% | 13F |
Ensign Peak Advisors, Inc | COM | 9,515 | 0.02% | 13F |
MADISON SQUARE INVESTORS LLC. | COM | 8,747 | 0.02% | 13F |
BESSEMER GROUP INC | SC | 8,562 | 0.02% | 13F |
Redmond Asset Management, LLC | COM | 8,523 | 0.02% | 13F |
BlackRock Investment Management, LLC | COM | 8,487 | 0.02% | 13F |
HighTower Advisors, LLC | COM | 8,323 | 0.02% | 13F |
Sapphire Star Partners LP | COM | 8,121 | 0.02% | 13F |
Kensington Investment Counsel, LLC | Stock | 7,911 | 0.02% | 13F |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | COM | 7,900 | 0.02% | 13F |
ASHFORD CAPITAL MANAGEMENT INC | COM | 7,615 | 0.02% | 13F |
JANE STREET GROUP, LLC | COM | 7,571 | 0.02% | 13F |
Mawer Investment Management Ltd. | COM | 7,266 | 0.02% | 13F |
OPPENHEIMER ASSET MANAGEMENT INC | COM | 7,208 | 0.02% | 13F |
Arizona State Retirement System | COM | 7,171 | 0.02% | 13F |
Black Creek Investment Management Inc. | COM | 7,000 | 0.02% | 13F |
Sepio Capital, LLC | COM | 6,755 | 0.02% | 13F |
Empire Life Investments Inc. | COM | 6,605 | 0.01% | 13F |
ExodusPoint Capital Management, LP | COM | 6,337 | 0.01% | 13F |
Buckingham Asset Management, LLC | COM | 6,224 | 0.01% | 13F |
CITIGROUP INC | COM | 6,221 | 0.01% | 13F |
BLAIR WILLIAM & CO/IL | COM | 5,996 | 0.01% | 13F |
Linden Thomas Advisory Services, LLC | COM | 5,974 | 0.01% | 13F |
ALPS ADVISORS INC | COM | 5,866 | 0.01% | 13F |
Alamar Capital Management, LLC | COM | 5,841 | 0.01% | 13F |
Amalgamated Financial Corp. | COM | 5,818 | 0.01% | 13F |
Hutchin Hill Capital, LP | COM | 5,800 | 0.01% | 13F |
Holocene Advisors, LP | COM | 5,693 | 0.01% | 13F |
Davy Asset Management Ltd | COM | 5,685 | 0.01% | 13F |
POLEN CAPITAL MANAGEMENT LLC | COM | 5,622 | 0.01% | 13F |
AMALGAMATED BANK | COM | 5,558 | 0.01% | 13F |
FARR MILLER & WASHINGTON LLC/DC | COM | 5,236 | 0.01% | 13F |
Troluce Capital Advisors LLC | COM | 5,000 | 0.01% | 13F |
BANK OF STOCKTON | Equities | 4,790 | 0.01% | 13F |
PRUDENTIAL FINANCIAL INC | COM | 4,732 | 0.01% | 13F |
Xact Kapitalforvaltning AB | COM | 4,672 | 0.01% | 13F |
BANK OF MONTREAL /CAN/ | COM | 4,661 | 0.01% | 13F |
R&F Capital Advisors LP | COM | 4,522 | 0.01% | 13F |
Dynamic Technology Lab Pte Ltd | COM | 4,480 | 0.01% | 13F |
HPM Partners LLC | Stock | 4,476 | 0.01% | 13F |