Morningstar, Inc. Common Stock — Institutional Ownership
Which tracked institutions hold MORN, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
29
Funds holding
$1132722106
Total value held
Buying
17 added/new · 11 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $395275707 | 2338218 | -24983 | -1.06% |
| 2 | Morgan Stanley | $292549533 | 1730549 | -275776 | -13.75% |
| 3 | State Street Corp | $124348785 | 735574 | -11333 | -1.52% |
| 4 | Invesco Ltd. | $59108103 | 271999 | -24303 | -8.20% |
| 5 | Goldman Sachs Group Inc | $35568470 | 210402 | +96580 | +84.85% |
| 6 | Sei Investments Co | $32002354 | 189302 | — | NEW BUY |
| 7 | Bank Of America Corp /De/ | $31033306 | 183575 | +19264 | +11.72% |
| 8 | Northern Trust Corp | $29742996 | 175942 | -668 | -0.38% |
| 9 | Bank Of New York Mellon Corp | $29584785 | 175006 | +5049 | +2.97% |
| 10 | Ameriprise Financial Inc | $26491948 | 156711 | +136930 | +692.23% |
| 11 | Janus Henderson Group Plc | $15198646 | 89885 | — | NEW BUY |
| 12 | Principal Financial Group Inc | $13029191 | 77073 | -10998 | -12.49% |
| 13 | Prudential Financial Inc | $11995303 | 65498 | +23334 | +55.34% |
| 14 | Raymond James Financial Inc | $9697259 | 57363 | +26585 | +86.38% |
| 15 | Wells Fargo & Company/Mn | $4946719 | 22763 | -50481 | -68.92% |
| 16 | Bank Of Nova Scotia | $4733400 | 28000 | — | NEW BUY |
| 17 | Barclays Plc | $4724949 | 27950 | — | NEW BUY |
| 18 | Royal Bank Of Canada | $3797000 | 22471 | — | NEW BUY |
| 19 | Citigroup Inc | $2691602 | 12386 | -13051 | -51.31% |
| 20 | Truist Financial Corp | $1205998 | 7134 | -773 | -9.78% |
| 21 | Fifth Third Bancorp | $1172001 | 6933 | +6621 | +2122.12% |
| 22 | Us Bancorp \De\ | $1130100 | 6685 | -1284 | -16.11% |
| 23 | Bank Of Montreal /Can/ | $872130 | 5159 | — | NEW BUY |
| 24 | M&T Bank Corp | $810131 | 3728 | -3436 | -47.96% |
| 25 | Banco Bilbao Vizcaya Argentaria, S.A. | $497863 | 2973 | — | NEW BUY |
| 26 | Blackstone Inc. | $298542 | 1766 | — | NEW BUY |
| 27 | Pnc Financial Services Group, Inc. | $170234 | 1007 | +136 | +15.61% |
| 28 | Atlantic Union Bankshares Corp | $43462 | 200 | — | Held |
| 29 | Amalgamated Financial Corp. | $1589 | 5818 | — | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.