ETF Holdings Breakdown of MORN

MORN institutional holdings

Date	ETF ISIN/Name	Num Shares	Book value
2025-10-17	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	5,954	USD 1,277,193
2025-10-17	IE000NITTFF2 (iShares Russell 1000 Growth UCITS ETF)	339	USD 72,719
2025-10-17	IE0002EKOXU6 (iShares Russell 1000 Value UCITS ETF)	109	USD 23,382
2025-10-17	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	19,254	USD 4,130,176
2025-10-17	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	135	USD 28,959
Total =		25,791	USD 5,532,429

Book value of shares is calculated on the adjusted close price of each day (row).

News associated with MORN

Head-To-Head Comparison: Morningstar (NASDAQ:MORN) and Dun & Bradstreet (NYSE:DNB)

Morningstar (NASDAQ:MORN – Get Free Report) and Dun & Bradstreet (NYSE:DNB – Get Free Report) are both business services companies, but which is the superior stock? We will compare the two companies based on the strength of their dividends, risk, profitability, institutional ownership, earnings, analyst recommendations and valuation. Analyst Recommendations This is a breakdown of […] - 2025-09-05 02:16:53

Joseph Mansueto Sells 7,250 Shares of Morningstar (NASDAQ:MORN) Stock

Morningstar, Inc. (NASDAQ:MORN – Get Free Report) Chairman Joseph Mansueto sold 7,250 shares of the business’s stock in a transaction on Wednesday, August 20th. The shares were sold at an average price of $260.30, for a total transaction of $1,887,175.00. Following the sale, the chairman owned 9,332,981 shares in the company, valued at approximately $2,429,374,954.30. […] - 2025-08-25 05:39:06

Insider Selling: Morningstar (NASDAQ:MORN) Chairman Sells $1,913,927.50 in Stock

Morningstar, Inc. (NASDAQ:MORN – Get Free Report) Chairman Joseph Mansueto sold 7,250 shares of the business’s stock in a transaction on Friday, August 22nd. The shares were sold at an average price of $263.99, for a total transaction of $1,913,927.50. Following the transaction, the chairman owned 9,324,717 shares in the company, valued at $2,461,632,040.83. The […] - 2025-08-25 05:39:06

Financial Contrast: Morningstar (NASDAQ:MORN) vs. uCloudlink Group (NASDAQ:UCL)

Morningstar (NASDAQ:MORN – Get Free Report) and uCloudlink Group (NASDAQ:UCL – Get Free Report) are both business services companies, but which is the better investment? We will compare the two companies based on the strength of their dividends, profitability, institutional ownership, risk, analyst recommendations, earnings and valuation. Profitability This table compares Morningstar and uCloudlink Group’s […] - 2025-08-19 04:53:01

Morningstar (NASDAQ:MORN) vs. National Research (NASDAQ:NRC) Head-To-Head Analysis

Morningstar (NASDAQ:MORN – Get Free Report) and National Research (NASDAQ:NRC – Get Free Report) are both business services companies, but which is the superior business? We will compare the two businesses based on the strength of their risk, institutional ownership, dividends, valuation, earnings, profitability and analyst recommendations. Profitability This table compares Morningstar and National Research’s […] - 2025-08-19 02:16:57

Morningstar, Inc. (NASDAQ:MORN) Shares Sold by Maryland State Retirement & Pension System

Maryland State Retirement & Pension System decreased its holdings in Morningstar, Inc. (NASDAQ:MORN – Free Report) by 18.2% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,247 shares of the business services provider’s stock after selling 278 shares during the quarter. Maryland […] - 2025-08-17 05:17:03

Federated Hermes Inc. Sells 99 Shares of Morningstar, Inc. (NASDAQ:MORN)

Federated Hermes Inc. cut its stake in Morningstar, Inc. (NASDAQ:MORN – Free Report) by 4.5% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 2,115 shares of the business services provider’s stock after selling 99 shares during the quarter. Federated Hermes […] - 2025-08-08 05:13:20

Mackenzie Financial Corp Acquires 656 Shares of Morningstar, Inc. (NASDAQ:MORN)

Mackenzie Financial Corp boosted its stake in shares of Morningstar, Inc. (NASDAQ:MORN – Free Report) by 24.2% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,372 shares of the business services provider’s stock after purchasing an additional 656 […] - 2025-08-06 04:36:54

Y Intercept Hong Kong Ltd Buys New Shares in Morningstar, Inc. (NASDAQ:MORN)

Y Intercept Hong Kong Ltd purchased a new position in Morningstar, Inc. (NASDAQ:MORN – Free Report) in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 1,748 shares of the business services provider’s stock, valued at approximately $524,000. Other hedge funds have also […] - 2025-07-28 06:02:57

Cerity Partners LLC Grows Stock Holdings in Morningstar, Inc. (NASDAQ:MORN)

Cerity Partners LLC lifted its stake in Morningstar, Inc. (NASDAQ:MORN – Free Report) by 17.2% in the first quarter, HoldingsChannel reports. The firm owned 5,426 shares of the business services provider’s stock after acquiring an additional 798 shares during the quarter. Cerity Partners LLC’s holdings in Morningstar were worth $1,627,000 as of its most recent […] - 2025-07-22 07:42:58

Morningstar, Inc. (NASDAQ:MORN) Shares Purchased by Cerity Partners LLC

Cerity Partners LLC increased its position in shares of Morningstar, Inc. (NASDAQ:MORN – Free Report) by 17.2% during the 1st quarter, Holdings Channel.com reports. The fund owned 5,426 shares of the business services provider’s stock after acquiring an additional 798 shares during the period. Cerity Partners LLC’s holdings in Morningstar were worth $1,627,000 at the […] - 2025-07-22 06:52:54

Ballentine Partners LLC Has $387,000 Stake in Morningstar, Inc. (NASDAQ:MORN)

Ballentine Partners LLC increased its stake in shares of Morningstar, Inc. (NASDAQ:MORN – Free Report) by 3.4% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,290 shares of the business services provider’s stock after buying an additional 42 shares during […] - 2025-07-16 06:51:30

Xponance Inc. Has $1.66 Million Stake in Morningstar, Inc. (NASDAQ:MORN)

Xponance Inc. raised its position in shares of Morningstar, Inc. (NASDAQ:MORN – Free Report) by 2.1% during the first quarter, HoldingsChannel.com reports. The fund owned 5,543 shares of the business services provider’s stock after buying an additional 112 shares during the quarter. Xponance Inc.’s holdings in Morningstar were worth $1,662,000 at the end of the […] - 2025-07-16 05:48:50

Crossmark Global Holdings Inc. Has $364,000 Stake in Morningstar, Inc. (NASDAQ:MORN)

Crossmark Global Holdings Inc. lowered its position in Morningstar, Inc. (NASDAQ:MORN – Free Report) by 25.4% during the first quarter, according to its most recent filing with the SEC. The firm owned 1,215 shares of the business services provider’s stock after selling 414 shares during the period. Crossmark Global Holdings Inc.’s holdings in Morningstar were […] - 2025-07-14 05:10:53

Morningstar, Inc. (NASDAQ:MORN) Stake Cut by Bank of New York Mellon Corp

Bank of New York Mellon Corp reduced its holdings in Morningstar, Inc. (NASDAQ:MORN – Free Report) by 6.2% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 270,177 shares of the business services provider’s stock after selling 17,854 shares during […] - 2025-07-11 05:40:52

Head to Head Analysis: Morningstar (NASDAQ:MORN) versus Click (NASDAQ:CLIK)

Morningstar (NASDAQ:MORN – Get Free Report) and Click (NASDAQ:CLIK – Get Free Report) are both business services companies, but which is the superior business? We will contrast the two businesses based on the strength of their institutional ownership, earnings, valuation, dividends, profitability, risk and analyst recommendations. Institutional & Insider Ownership 57.0% of Morningstar shares are […] - 2025-07-09 04:49:59

Amalgamated Bank Reduces Position in Morningstar, Inc. (NASDAQ:MORN)

Amalgamated Bank cut its holdings in shares of Morningstar, Inc. (NASDAQ:MORN – Free Report) by 3.3% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 12,789 shares of the business services provider’s stock after selling 439 shares during the quarter. Amalgamated Bank’s holdings in Morningstar were worth $3,835,000 as of its most recent filing […] - 2025-07-04 05:24:50

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 05:17:03

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 04:42:53

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 04:58:51

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 05:32:53

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 04:42:57

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 05:52:57

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 05:46:52

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 05:21:02

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 04:44:54

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 05:13:07

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 04:40:51

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 02:56:47

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 05:23:00

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