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Get Institutions for : 
Morningstar Inc (MORN)  
$294.15 5.03 (1.68%) as of 4:30 Thu 5/23


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 347    14
Total shares held : 
25,120,414  
% of shares held : 
58.53%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  4  
Amount of shares held : 
-903,067  
% of shares held change : 
  -2.1%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$229.53  
Last Quarter's Ending Price : 
$286.24  
Last Quarter's Average Price
$260.56  
Change from last quarter's     
avg. price to the last closing  : 
33.59 (12.89%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
33
 417,959
 1.66%
 
Increased Positions :
118
 599,163
 2.39%
 
Unchanged Positions :
68
 248,619
 0.99%
 
Decreased Positions :
128
-1,781,802
-7.09%
 
Closed Positions :
19
-138,387
-0.55%
 
Guru Positions :
1
19,993
 0.08%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   CONGRESS ASSET MANAGEMENT CO /MA 185 *New 2024-03-31 29,387 $9,062,000 29,387
   Cubist Systematic Strategies LLC 340 *New 2024-03-31 25,203 $7,772,000 25,203
   Capitolis Liquid Global Markets LLC 98 *New 2024-03-31 19,000 $5,859,000 19,000
   ING GROEP NV 347 *New 2024-03-31 14,000 $4,317,000 14,000
   Qube Research & Technologies Ltd 1249 *New 2024-03-31 10,815 $3,335,000 10,815
   Congress Wealth Management LLC / DE / 290 *New 2024-03-31 7,915 $2,441,000 7,915
   CIBC WORLD MARKETS CORP 508 *New 2024-03-31 6,386 $1,969,000 6,386
   STRS OHIO 786 *New 2024-03-31 4,634 $1,428,000 4,634
   Toroso Investments LLC 765 *New 2024-03-31 3,913 $1,207,000 3,913
   Scientech Research LLC 20 *New 2024-03-31 3,283 $1,012,000 3,283
   Trexquant Investment LP 956 *New 2024-03-31 2,883 $889,000 2,883
   SUSQUEHANNA FUNDAMENTAL INVESTMENTS LLC 423 *New 2024-03-31 2,122 $654,000 2,122
   GRAHAM CAPITAL MANAGEMENT LP 512 *New 2024-03-31 2,028 $625,000 2,028
   PATHSTONE FAMILY OFFICE, LLC 951 *New 2023-09-30 2,561 $600,000 2,561
   Y-Intercept (Hong Kong) Ltd 652 *New 2024-03-31 1,836 $566,000 1,836
   Entropy Technologies LP 482 *New 2024-03-31 1,386 $427,000 1,386
   Edgestream Partners L.P. 671 *New 2024-03-31 1,383 $426,000 1,383
   MAVEN SECURITIES Ltd 222 *New 2024-03-31 1,300 $401,000 1,300
   Pearl River Capital LLC 355 *New 2024-03-31 1,174 $362,000 1,174
   PETRUS TRUST COMPANY, LTA 363 *New 2024-03-31 1,151 $355,000 1,151
   Quest Partners LLC 472 *New 2024-03-31 1,145 $353,000 1,145
   XTX Topco Ltd 730 *New 2024-03-31 1,115 $344,000 1,115
   Cresset Asset Management LLC 1541 *New 2024-03-31 1,011 $312,000 1,011
   MULTIFINANCIAL SECURITIES CORP 1907 *New 2024-03-31 1,001 $309,000 1,001
   GLENMEDE TRUST CO NA 1141 *New 2024-03-31 740 $228,000 740
   GREAT VALLEY ADVISOR GROUP INC. 689 *New 2024-03-31 703 $217,000 703
   Glenview Trust Co 452 *New 2024-03-31 696 $215,000 696
   Symmetry Partner LLC 509 *New 2024-03-31 677 $209,000 677
   MDAM ASSET MANAGEMENT CO., LTD. 650 *New 2024-03-31 667 $206,000 667
   Comprehensive Portfolio Management LLC 740 *New 2024-03-31 651 $201,000 651
   State of Wyoming 1000 *New 2024-03-31 328 $101,000 328
   Headlands Technologies LLC 642 *New 2024-03-31 214 $66,000 214
   Rise Advisors LLC 538 *New 2024-03-31 76 $23,000 76
   JONES FINANCIAL COMPANIES LLLP 1019 *New 2024-03-31 38 $12,000 38
   FinTrust Capital Advisors LLC 877 *New 2024-03-31 24 $7,000 24
   WEBSTER BANK 510 *New 2024-03-31 22 $7,000 22
   Nelson Van Denburg & Campbell Wealth Management Gr 2088 *New 2024-03-31 15 $5,000 15
   MACQUARIE GROUP LTD 1554 *New 2024-03-31 16 $5,000 16
   MATHER GROUP, INC. 1368 *New 2024-03-31 13 $4,000 13
   Tortoise Investment Management LLC 731 *New 2024-03-31 9 $3,000 9
   WEST PACES ADVISORS INC. 426 *New 2024-03-31 10 $3,000 10
   Steward Financial Group LLC 894 *New 2023-09-30 17 $3,000 17
   First PREMIER Bank 434 *New 2024-03-31 7 $2,000 7
   MONTAG A & ASSOCIATES INC 875 *New 2024-03-31 6 $2,000 6
   Rakuten Securities Inc. 539 *New 2024-03-31 4 $1,000 4
   ALBION FINANCIAL GROUP /UT 440 *New 2024-03-31 2 $1,000 2
   CAROLINAS WEALTH CONSULTING LLC 976 *New 2024-03-31 4 $1,000 4
   NOMURA ASSET MANAGEMENT CO LTD 1606 *New 2024-03-31 0 $0 0
   Smartleaf Asset Management LLC 1672 *New 2024-03-31 3 $0 3
   TFC Financial Management 916 *New 2024-03-31 1 $0 1

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