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Get Institutions for : 
Morningstar Inc (MORN)  
$298.38 0.78 (0.26%) as of 4:30 Fri 5/10


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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  : 
37.82 (14.51%)  




 
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 :
2
42,948
 0.17%
 
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
   NORGES BANK 658 *New 2023-12-31 299,798 $85,814,000 299,798
   CONGRESS ASSET MANAGEMENT CO /MA 185 *New 2024-03-31 29,387 $9,062,000 29,387
   DUALITY ADVISERS LP 53 *New 2023-12-31 14,161 $4,053,000 14,161
   EVOKE WEALTH LLC 142 *New 2023-12-31 13,038 $3,732,000 13,038
   State of Tennessee Treasury Department 651 *New 2023-12-31 12,500 $3,578,000 12,500
   Advisors Preferred LLC *New 2023-12-31 9,336 $2,592,000 9,336
   S.A.C. Capital Advisors (Hong Kong) Ltd. 171 *New 2023-12-31 8,911 $2,551,000 8,911
   Congress Wealth Management LLC / DE / 290 *New 2024-03-31 7,915 $2,441,000 7,915
   Jump Financial LLC 419 *New 2023-12-31 6,194 $1,773,000 6,194
   CLARIVEST ASSET MANAGEMENT LLC 148 *New 2023-12-31 6,173 $1,767,000 6,173
   Point72 Europe (London) LLP 88 *New 2023-12-31 6,136 $1,756,000 6,136
   Schonfeld Strategic Advisors LLC 796 *New 2023-12-31 5,870 $1,680,000 5,870
   QUANTBOT TECHNOLOGIES LLC 452 *New 2023-12-31 3,831 $1,097,000 3,831
   ARP AMERICAS LLC 168 *New 2023-12-31 3,000 $859,000 3,000
   GOTHAM ASSET MANAGEMENT, LLC 843 *New 2023-12-31 2,911 $833,000 2,911
   Nebula Research & Development LLC 128 *New 2023-12-31 2,608 $747,000 2,608
   Twin Tree Management LP 367 *New 2023-12-31 2,507 $718,000 2,507
   PATHSTONE FAMILY OFFICE, LLC 951 *New 2023-09-30 2,561 $600,000 2,561
   ARROWSTREET CAPITAL LIMITED PARTNERSHIP 1246 *New 2023-12-31 1,462 $418,000 1,462
   Teza Capital Management LLC 382 *New 2023-09-30 1,553 $364,000 1,553
   CCM PARTNERS 449 *New 2023-12-31 1,139 $326,000 1,139
   INCEPTIONR LLC 206 *New 2023-12-31 1,103 $316,000 1,103
   VERITION FUND MANAGEGMENT LLC 1242 *New 2023-12-31 1,076 $308,000 1,076
   WOLVERINE TRADING LLC 938 *New 2023-12-31 912 $261,000 912
   PROFUND ADVISORS LLC 907 *New 2023-12-31 845 $242,000 845
   PANAGORA ASSET MANAGEMENT INC 1150 *New 2023-12-31 800 $229,000 800
   SPEARS ABACUS ADVISORS LLC 196 *New 2023-12-31 796 $228,000 796
   CIBC GLOBAL ASSET MANAGEMENT INC 964 *New 2023-12-31 748 $214,000 748
   Symmetry Partner LLC 509 *New 2024-03-31 677 $209,000 677
   Envestnet Portfolio Solutions Inc. 1488 *New 2023-12-31 709 $203,000 709
   Comprehensive Portfolio Management LLC 740 *New 2024-03-31 651 $201,000 651
   ACADIAN ASSET MANAGEMENT LLC 1267 *New 2023-12-31 583 $166,000 583
   Rise Advisors LLC 538 *New 2024-03-31 76 $23,000 76
   Altshuler Shaham Ltd 208 *New 2023-12-31 66 $19,000 66
   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
   MATHER GROUP, INC. 1368 *New 2024-03-31 13 $4,000 13
   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
   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
   Smartleaf Asset Management LLC 1672 *New 2024-03-31 3 $0 3
   TFC Financial Management 916 *New 2024-03-31 1 $0 1

  45 Records found
  1    
  Page 1 of 1
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