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Get Institutions for : 
Morningstar Inc (MORN)  
$300.04 2.92 (0.98%) as of 4:30 Tue 5/21


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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  : 
39.48 (15.15%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Select Equity Group L.P. 12 - 2024-03-31 2,594,894 $800,187,000 -389,133
   BAMCO INC /NY/ 18 - 2024-03-31 1,308,671 $403,555,000 -13,780
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 44 - 2024-03-31 1,226,820 $378,315,000 -19,749
   PRICE T ROWE ASSOCIATES INC /MD/ 413 - 2024-03-31 684,743 $211,155,000 -26,889
   Liontrust Investment Partners LLP 23 - 2024-03-31 411,161 $126,790,000 -13,778
   BANK OF NEW YORK MELLON CORP 609 - 2024-03-31 359,151 $110,751,000 -27,325
   DIMENSIONAL FUND ADVISORS INC 1102 - 2024-03-31 267,353 $82,444,000 -28,662
   J P MORGAN CHASE & CO 955 - 2024-03-31 263,212 $81,167,000 -9,311
   PRINCIPAL FINANCIAL GROUP INC 433 - 2024-03-31 187,631 $57,860,000 -332
   RENAISSANCE TECHNOLOGIES LLC 276 - 2024-03-31 186,500 $57,511,000 -29,400
   NORTHERN TRUST CORP 955 - 2024-03-31 171,468 $52,876,000 -23,467
   PRAESIDIUM INVESTMENT MANAGEMENT COMPANY LLC 8 - 2024-03-31 140,192 $43,231,000 -37,003
   CRAMER ROSENTHAL MCGLYNN LLC 30 - 2024-03-31 85,435 $26,346,000 -7,030
   RHUMBLINE ADVISERS 623 - 2024-03-31 74,880 $23,091,000 -2,552
   CONFLUENCE INVESTMENT MANAGEMENT LLC 84 - 2024-03-31 68,054 $20,986,000 -6,201
   NORDEA INVESTMENT MANAGEMENT AB 339 - 2024-03-31 65,167 $20,084,000 -439
   Chicago Capital LLC 42 - 2024-03-31 59,168 $18,246,000 -635
   DF DENT & CO INC 74 - 2024-03-31 47,169 $14,545,000 -260
   INVESCO LTD 1670 - 2024-03-31 41,032 $12,653,000 -17,943
   DIAM CO. LTD 392 - 2024-03-31 36,435 $11,235,000 -1,851
   Coronation Fund Managers Ltd. 67 - 2024-03-31 35,811 $11,043,000 -3,522
   AMERICAN INTERNATIONAL GROUP INC 394 - 2024-03-31 34,693 $10,698,000 -712
   BALYASNY ASSET MANAGEMENT LLC 623 - 2024-03-31 34,465 $10,628,000 -32,910
   AMERIPRISE FINANCIAL INC 1784 - 2024-03-31 30,847 $9,512,000 -171,750
   SEGALL BRYANT & HAMILL 209 - 2024-03-31 28,935 $8,923,000 -697
   KORNITZER CAPITAL MANAGEMENT INC /KS 198 - 2024-03-31 26,781 $8,258,000 -1,041
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 714 - 2024-03-31 25,660 $7,913,000 -1,409
   Motley Fool Wealth Management LLC 78 - 2024-03-31 23,786 $7,335,000 -223
   SOUTHEAST ASSET ADVISORS INC. 25 - 2024-03-31 20,548 $6,336,000 -1,656
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 479 - 2024-03-31 19,993 $6,165,000 -2,962
   DAIWA SECURITIES GROUP INC. 293 - 2024-03-31 17,945 $5,534,000 -5,660
   NEW YORK STATE COMMON RETIREMENT FUND 1062 - 2024-03-31 17,493 $5,394,000 -1,557
   Man Group plc 858 - 2024-03-31 17,430 $5,375,000 -2,971
   MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP 501 - 2024-03-31 15,518 $4,785,000 -577
   MetLife Investment Advisors LLC 512 - 2024-03-31 15,365 $4,738,000 -374
   CANADA PENSION PLAN INVESTMENT BOARD 734 - 2024-03-31 14,958 $4,613,000 -20,042
   MOTLEY FOOL ASSET MANAGEMENT LLC 70 - 2024-03-31 14,785 $4,559,000 -392
   AMALGAMATED BANK 509 - 2024-03-31 14,468 $4,461,000 -4,042
   VICTORY CAPITAL MANAGEMENT INC 1236 - 2024-03-31 14,216 $4,384,000 -1,370
   YHB INVESTMENT ADVISORS, INC. 70 - 2024-03-31 14,037 $4,329,000 -55
   JANE STREET GROUP LLC 1443 - 2024-03-31 13,579 $4,187,000 -13,860
   AZZAD ASSET MANAGEMENT INC /ADV 70 - 2024-03-31 12,645 $3,899,000 -2,358
   CI Private Wealth LLC 780 - 2024-03-31 12,498 $3,854,000 -90
   COMMERCE BANK N A/MO 372 - 2024-03-31 12,345 $3,807,000 -224
   STATE OF WISCONSIN INVESTMENT BOARD 1052 - 2024-03-31 11,930 $3,679,000 -1,246
   YOUSIF CAPITAL MANAGEMENT LLC 469 - 2024-03-31 11,871 $3,661,000 -232
   DUALITY ADVISERS LP 81 - 2024-03-31 11,401 $3,516,000 -2,760
   COMERICA BANK 914 - 2024-03-31 11,378 $3,509,000 -378
   US BANCORP 673 - 2024-03-31 11,266 $3,474,000 -126
   ING INVESTMENT MANAGEMENT LLC 1005 - 2024-03-31 10,869 $3,352,000 -450
   M&T BANK CORP 511 - 2024-03-31 10,436 $3,218,000 -31
   PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 826 - 2024-03-31 9,973 $3,075,000 -928
   CEERA INVESTMENTS LLC 25 - 2024-03-31 9,846 $3,036,000 -145
   POLEN CAPITAL MANAGEMENT INC 76 - 2024-03-31 9,331 $2,877,000 -4,454
   REDMOND ASSET MANAGEMENT, LLC 41 - 2024-03-31 8,335 $2,570,000 -24
   OPPENHEIMER ASSET MANAGEMENT INC 422 - 2024-03-31 8,189 $2,525,000 -2,749
   ATRIA INVESTMENTS LLC 519 - 2023-12-31 8,735 $2,500,000 -2,820
   ARIZONA STATE RETIREMENT SYSTEM 681 - 2024-03-31 7,041 $2,171,000 -113
   TWO SIGMA INVESTMENTS LLC 1345 - 2024-03-31 6,800 $2,097,000 -300
   OREGON PUBLIC EMPLOYEES RETIREMENT FUND 444 - 2024-03-31 6,417 $1,979,000 -945
   ASHFORD CAPITAL MANAGEMENT INC 57 - 2024-03-31 6,171 $1,903,000 -1,714
   CLARIVEST ASSET MANAGEMENT LLC 150 - 2024-03-31 6,120 $1,887,000 -53
   Sepio Capital LLC 111 - 2024-03-31 6,114 $1,885,000 -6
   FIS GROUP INC. 562 - 2024-03-31 5,464 $1,685,000 -194
   ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 827 - 2024-03-31 5,271 $1,625,000 -343
   BUCKINGHAM ASSET MANAGEMENT, LLC 272 - 2024-03-31 5,022 $1,549,000 -8
   BESSEMER GROUP INC 586 - 2024-03-31 4,927 $1,519,000 -528
   BLAIR WILLIAM & CO/IL 771 - 2024-03-31 4,616 $1,423,000 -463
   JOHNSON INVESTMENT COUNSEL INC 334 - 2024-03-31 4,403 $1,358,000 -24
   CAMPBELL & CO INVESTMENT ADVISER LLC 300 - 2024-03-31 4,120 $1,270,000 -4,429
   TWO SIGMA ADVISERS, LLC 1468 - 2024-03-31 4,000 $1,233,000 -2,100
   MAGNETAR FINANCIAL LLC 202 - 2024-03-31 3,956 $1,220,000 -1,074
   LPL FINANCIAL CORP 3025 - 2024-03-31 3,601 $1,111,000 -3,876
   ADVISORY SERVICES NETWORK, LLC 686 - 2024-03-31 3,248 $1,002,000 -195
   Covey Capital Advisors LLC 22 - 2024-03-31 3,127 $964,000 -312
   JANNEY MONTGOMERY SCOTT LLC 1546 - 2024-03-31 3,058 $943,000 -180
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1029 - 2023-09-30 3,734 $875,000 -141
   FEDERATED INVESTORS INC /PA/ 1180 - 2024-03-31 2,784 $859,000 -167
   JustInvest LLC 743 - 2024-03-31 2,747 $847,000 -12
   SEEDS INVESTOR LLC 38 - 2024-03-31 2,416 $745,000 -880
   FRANKLIN RESOURCES INC 1978 - 2024-03-31 2,277 $702,000 -591
   CAPTRUST FINANCIAL ADVISORS 1337 - 2024-03-31 2,174 $670,000 -6,986
   Twin Tree Management LP 312 - 2024-03-31 2,150 $663,000 -357
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2311 - 2024-03-31 2,102 $648,000 -5,518
   Procyon Private Wealth Partners LLC 289 - 2024-03-31 2,057 $634,000 -189
   S.A.C. Capital Advisors (Hong Kong) Ltd. 321 - 2024-03-31 1,952 $602,000 -6,959
   Schonfeld Strategic Advisors LLC 1238 - 2024-03-31 1,944 $599,000 -3,926
   PICTET ASSET MANAGEMENT SA 1206 - 2023-06-30 2,752 $540,000 -261
   DEUTSCHE BANK AG 2255 - 2024-03-31 1,662 $513,000 -742
   PARK AVENUE SECURITIES LLC 932 - 2024-03-31 1,665 $513,000 -106
   TOWER RESEARCH CAPITAL LLC 874 - 2024-03-31 1,600 $493,000 -2,309
   Engineers Gate Manager LP 1214 - 2024-03-31 1,546 $477,000 -562
   COMMONWEALTH EQUITY SERVICES LLC. 2857 - 2024-03-31 1,476 $455,000 -88
   Baird Financial Group Inc. 1426 - 2024-03-31 1,448 $447,000 -242
   RAYMOND JAMES TRUST CO 766 - 2024-03-31 1,445 $446,000 -3
   BANK OF STOCKTON 92 - 2024-03-31 1,389 $428,000 -439
   PROSHARE ADVISORS LLC 1244 - 2024-03-31 1,272 $392,000 -98
   CCM PARTNERS 470 - 2024-03-31 1,100 $339,000 -39
   MERCER GLOBAL ADVISORS INC /ADV 1536 - 2024-03-31 1,000 $310,000 -66
   SHELL ASSET MANAGEMENT CO 725 - 2024-03-31 943 $291,000 -33
  100 Records found
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