ETF Holdings Breakdown of MORN

Stock Name	Morningstar Inc
Ticker	MORN(USD) NASDAQ
TYPE	Common Stock
Country	USA
ISIN	US6177001095
LEI	529900YGNQPOVAXQ7F29

News associated with MORN

Oppenheimer Asset Management Inc. Purchases 738 Shares of Morningstar, Inc. (NASDAQ:MORN): Oppenheimer Asset Management Inc. boosted its holdings in shares of Morningstar, Inc. (NASDAQ:MORN – Free Report) by 5.5% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 14,061 shares of the business services provider’s stock after purchasing an additional 738 shares during the period. […] - 2025-06-26 08:17:03
QRG Capital Management Inc. Grows Stock Holdings in Morningstar, Inc. (NASDAQ:MORN): QRG Capital Management Inc. increased its stake in Morningstar, Inc. (NASDAQ:MORN – Free Report) by 17.9% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 1,049 shares of the business services provider’s stock after buying an additional 159 shares during the quarter. QRG Capital Management Inc.’s holdings in Morningstar were worth $315,000 as of […] - 2025-06-24 07:42:53
Harbor Capital Advisors Inc. Grows Stock Holdings in Morningstar, Inc. (NASDAQ:MORN): Harbor Capital Advisors Inc. increased its stake in shares of Morningstar, Inc. (NASDAQ:MORN – Free Report) by 4.2% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 5,864 shares of the business services provider’s stock after buying an additional 238 shares during […] - 2025-06-13 07:58:51
UMB Bank n.a. Buys 49 Shares of Morningstar, Inc. (NASDAQ:MORN): UMB Bank n.a. increased its stake in shares of Morningstar, Inc. (NASDAQ:MORN – Free Report) by 10.5% during the 1st quarter, HoldingsChannel.com reports. The firm owned 516 shares of the business services provider’s stock after purchasing an additional 49 shares during the quarter. UMB Bank n.a.’s holdings in Morningstar were worth $155,000 at the end […] - 2025-06-12 08:32:53
Hennion & Walsh Asset Management Inc. Makes New $246,000 Investment in Morningstar, Inc. (NASDAQ:MORN): Hennion & Walsh Asset Management Inc. acquired a new position in shares of Morningstar, Inc. (NASDAQ:MORN – Free Report) in the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 821 shares of the business services provider’s stock, valued at approximately $246,000. A number of […] - 2025-06-10 07:42:57
Procyon Advisors LLC Lowers Position in Morningstar, Inc. (NASDAQ:MORN): Procyon Advisors LLC lowered its stake in Morningstar, Inc. (NASDAQ:MORN – Free Report) by 7.7% during the first quarter, according to its most recent 13F filing with the SEC. The firm owned 1,801 shares of the business services provider’s stock after selling 150 shares during the quarter. Procyon Advisors LLC’s holdings in Morningstar were worth […] - 2025-06-09 08:52:57
Mackenzie Financial Corp Invests $915,000 in Morningstar, Inc. (NASDAQ:MORN): Mackenzie Financial Corp acquired a new position in Morningstar, Inc. (NASDAQ:MORN – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund acquired 2,716 shares of the business services provider’s stock, valued at approximately $915,000. Other large investors have also recently modified […] - 2025-06-02 08:46:52
Tidal Investments LLC Purchases 487 Shares of Morningstar, Inc. (NASDAQ:MORN): Tidal Investments LLC raised its position in shares of Morningstar, Inc. (NASDAQ:MORN – Free Report) by 40.3% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 1,695 shares of the business services provider’s stock after buying an additional 487 shares during the period. Tidal […] - 2025-05-29 08:21:02
Morningstar, Inc. (NASDAQ:MORN) Stock Position Lifted by Deutsche Bank AG: Deutsche Bank AG boosted its stake in shares of Morningstar, Inc. (NASDAQ:MORN – Free Report) by 2.4% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 1,798 shares of the business services provider’s stock after purchasing an additional 42 shares during the period. Deutsche Bank AG’s holdings […] - 2025-05-29 07:44:54
ProShare Advisors LLC Boosts Stock Holdings in Morningstar, Inc. (NASDAQ:MORN): ProShare Advisors LLC grew its holdings in Morningstar, Inc. (NASDAQ:MORN – Free Report) by 7.4% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 1,263 shares of the business services provider’s stock after purchasing an additional 87 shares during the quarter. ProShare Advisors […] - 2025-05-28 08:13:07
BNP Paribas Financial Markets Sells 1,650 Shares of Morningstar, Inc. (NASDAQ:MORN): BNP Paribas Financial Markets lessened its stake in Morningstar, Inc. (NASDAQ:MORN – Free Report) by 27.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 4,333 shares of the business services provider’s stock after selling 1,650 shares during the quarter. BNP […] - 2025-05-19 07:40:51
Morningstar (NASDAQ:MORN) Stock Price Expected to Rise, BMO Capital Markets Analyst Says: Morningstar (NASDAQ:MORN – Get Free Report) had its target price raised by research analysts at BMO Capital Markets from $339.00 to $355.00 in a research note issued on Monday,Benzinga reports. The firm currently has an “outperform” rating on the business services provider’s stock. BMO Capital Markets’ target price points to a potential upside of 15.45% […] - 2025-05-14 05:56:47
Joseph D. Mansueto Sells 7,250 Shares of Morningstar, Inc. (NASDAQ:MORN) Stock: Morningstar, Inc. (NASDAQ:MORN – Get Free Report) Chairman Joseph D. Mansueto sold 7,250 shares of the company’s stock in a transaction that occurred on Monday, May 5th. The shares were sold at an average price of $295.15, for a total value of $2,139,837.50. Following the completion of the transaction, the chairman now directly owns 9,506,166 […] - 2025-05-09 08:23:00
Morningstar, Inc. (NASDAQ:MORN) Shares Sold by Sterling Capital Management LLC: Sterling Capital Management LLC reduced its stake in Morningstar, Inc. (NASDAQ:MORN – Free Report) by 11.1% in the 4th quarter, HoldingsChannel.com reports. The firm owned 431 shares of the business services provider’s stock after selling 54 shares during the period. Sterling Capital Management LLC’s holdings in Morningstar were worth $145,000 as of its most recent […] - 2025-04-22 08:16:57
Raymond James Financial Inc. Acquires New Shares in Morningstar, Inc. (NASDAQ:MORN): Raymond James Financial Inc. purchased a new stake in shares of Morningstar, Inc. (NASDAQ:MORN – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor purchased 48,986 shares of the business services provider’s stock, valued at approximately $16,497,000. A number of other institutional investors and […] - 2025-04-21 07:40:47
Cerity Partners LLC Has $1.48 Million Stock Position in Morningstar, Inc. (NASDAQ:MORN): Cerity Partners LLC reduced its position in shares of Morningstar, Inc. (NASDAQ:MORN – Free Report) by 26.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,628 shares of the business services provider’s stock after selling 1,690 shares during the quarter. Cerity […] - 2025-04-18 07:59:06
Bank of Montreal Can Reduces Holdings in Morningstar, Inc. (NASDAQ:MORN): Bank of Montreal Can lessened its stake in shares of Morningstar, Inc. (NASDAQ:MORN – Free Report) by 2.1% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 5,355 shares of the business services provider’s stock after selling 113 shares during the period. Bank of Montreal Can’s holdings in Morningstar were worth $1,803,000 at […] - 2025-04-17 09:20:49
Morningstar, Inc. (NASDAQ:MORN) Stock Holdings Lessened by Blair William & Co. IL: Blair William & Co. IL lessened its holdings in shares of Morningstar, Inc. (NASDAQ:MORN – Free Report) by 1.2% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 4,145 shares of the business services provider’s stock after selling 50 shares during the […] - 2025-04-03 08:28:55
Prudential Financial Inc. Buys 5,677 Shares of Morningstar, Inc. (NASDAQ:MORN): Prudential Financial Inc. grew its stake in shares of Morningstar, Inc. (NASDAQ:MORN – Free Report) by 48.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 17,353 shares of the business services provider’s stock after buying an additional 5,677 shares during the […] - 2025-03-31 07:54:46
Morningstar (NASDAQ:MORN) Downgraded to “Hold” Rating by StockNews.com: Morningstar (NASDAQ:MORN – Get Free Report) was downgraded by research analysts at StockNews.com from a “buy” rating to a “hold” rating in a research report issued to clients and investors on Wednesday. Separately, BMO Capital Markets cut their target price on shares of Morningstar from $387.00 to $370.00 and set an “outperform” rating on the […] - 2025-03-26 06:13:02
HighTower Advisors LLC Has $5.41 Million Stake in Morningstar, Inc. (NASDAQ:MORN): HighTower Advisors LLC grew its position in shares of Morningstar, Inc. (NASDAQ:MORN – Free Report) by 0.6% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 16,068 shares of the business services provider’s stock after purchasing an additional 102 shares during the quarter. HighTower […] - 2025-03-20 07:48:48
Smartleaf Asset Management LLC Grows Holdings in Morningstar, Inc. (NASDAQ:MORN): Smartleaf Asset Management LLC grew its holdings in Morningstar, Inc. (NASDAQ:MORN – Free Report) by 178.6% during the fourth quarter, HoldingsChannel.com reports. The firm owned 78 shares of the business services provider’s stock after acquiring an additional 50 shares during the quarter. Smartleaf Asset Management LLC’s holdings in Morningstar were worth $26,000 at the end […] - 2025-03-13 08:29:12
Morningstar, Inc. (NASDAQ:MORN) Shares Bought by QRG Capital Management Inc.: QRG Capital Management Inc. grew its stake in shares of Morningstar, Inc. (NASDAQ:MORN – Free Report) by 7.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 890 shares of the business services provider’s stock after acquiring an additional 58 shares […] - 2025-03-07 09:29:05
Sanctuary Advisors LLC Cuts Stock Position in Morningstar, Inc. (NASDAQ:MORN): Sanctuary Advisors LLC decreased its holdings in Morningstar, Inc. (NASDAQ:MORN – Free Report) by 2.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 1,254 shares of the business services provider’s stock after selling 34 shares during the quarter. Sanctuary Advisors LLC’s holdings […] - 2025-03-03 08:18:48
Morningstar, Inc. (NASDAQ:MORN) Shares Sold by New York State Common Retirement Fund: New York State Common Retirement Fund reduced its position in Morningstar, Inc. (NASDAQ:MORN – Free Report) by 9.7% in the 4th quarter, HoldingsChannel.com reports. The firm owned 13,975 shares of the business services provider’s stock after selling 1,500 shares during the quarter. New York State Common Retirement Fund’s holdings in Morningstar were worth $4,706,000 as […] - 2025-02-28 10:20:58
Morningstar, Inc. (NASDAQ:MORN) Shares Sold by Rhumbline Advisers: Rhumbline Advisers lessened its stake in Morningstar, Inc. (NASDAQ:MORN – Free Report) by 0.1% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 77,142 shares of the business services provider’s stock after selling 91 shares during the quarter. Rhumbline Advisers owned approximately 0.18% […] - 2025-02-20 08:54:59
Morningstar, Inc. (NASDAQ:MORN) Shares Bought by V Square Quantitative Management LLC: V Square Quantitative Management LLC grew its position in Morningstar, Inc. (NASDAQ:MORN – Free Report) by 49.5% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 139 shares of the business services provider’s stock after acquiring an additional 46 shares during the quarter. V Square […] - 2025-02-18 08:53:05
StockNews.com Downgrades Morningstar (NASDAQ:MORN) to Hold: StockNews.com downgraded shares of Morningstar (NASDAQ:MORN – Free Report) from a buy rating to a hold rating in a report published on Monday. Morningstar Trading Down 1.1 % Shares of NASDAQ:MORN opened at $325.02 on Monday. The company has a market cap of $13.94 billion, a P/E ratio of 42.94 and a beta of 1.20. […] - 2025-02-18 06:44:56
R Squared Ltd Invests $40,000 in Morningstar, Inc. (NASDAQ:MORN): R Squared Ltd bought a new position in shares of Morningstar, Inc. (NASDAQ:MORN – Free Report) during the fourth quarter, Holdings Channel reports. The firm bought 120 shares of the business services provider’s stock, valued at approximately $40,000. A number of other hedge funds also recently made changes to their positions in the business. V […] - 2025-02-03 09:20:56
KBC Group NV Buys 436 Shares of Morningstar, Inc. (NASDAQ:MORN): KBC Group NV raised its stake in shares of Morningstar, Inc. (NASDAQ:MORN – Free Report) by 63.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,125 shares of the business services provider’s stock after acquiring an additional 436 shares […] - 2025-02-03 08:33:07

MORN institutional holdings

The following institutional investment holdings of MORN have been identified

Date ETF ISIN/Name Num Shares Book value
2025-06-26 IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc)) 17,810 USD 5,530,717 0.2%

2025-06-26 IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc) 5,378 USD 1,670,084

2025-06-26 IE000NITTFF2 (iShares Russell 1000 Growth UCITS ETF) 371 USD 115,210

2025-06-26 IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc)) 108 USD 33,538

Total = 23,667 USD 7,349,549
Book value of shares is calculated on the adjusted close price of each day (row).

Date	ETF ISIN/Name	Num Shares	Book value
2025-06-26	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	17,810	USD 5,530,717 0.2%
2025-06-26	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	5,378	USD 1,670,084
2025-06-26	IE000NITTFF2 (iShares Russell 1000 Growth UCITS ETF)	371	USD 115,210
2025-06-26	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	108	USD 33,538
Total =	23,667	USD 7,349,549

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