MORN Institutional Ownership
Morningstar, Inc.
1W: -6.1%
1M: -12.5%
3M: +10.7%
YTD: -12.8%
1Y: -19.0%
3Y: -20.4%
5Y: -32.4%
$183.55
-7.66 (-4.01%)
Weekly Expected Move ±5.3%
$164
$174
$184
$193
$203
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Institutional Ownership — MORN
512
Institutional Holders
-27 vs prior quarter
0.0%
Ownership
+0.00pp
$4B
Total Invested
69
New Positions
131
Increased
265
Reduced
93
Closed
2.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (588 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BAMCO INC /NY | 3,499,146 | $642M | +2,739,631 | +360.7% | 85Q | SEC ↗ |
| 2 | BlackRock, Inc. | 2,081,736 | $382M | -256,482 | -11.0% | 8Q | SEC ↗ |
| 3 | WELLINGTON MANAGEMENT GROUP LLP | 1,493,037 | $274M | -169,368 | -10.2% | 12Q | SEC ↗ |
| 4 | MORGAN STANLEY | 1,484,135 | $272M | -246,414 | -14.2% | 60Q | SEC ↗ |
| 5 | AQR CAPITAL MANAGEMENT LLC | 1,304,388 | $239M | +680,759 | +109.2% | 44Q | SEC ↗ |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 950,075 | $174M | -101,745 | -9.7% | 2Q | SEC ↗ |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 894,406 | $164M | -95,061 | -9.6% | 2Q | SEC ↗ |
| 8 | STATE STREET CORP | 716,473 | $132M | -19,101 | -2.6% | 46Q | SEC ↗ |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 578,315 | $106M | -20,907 | -3.5% | 84Q | SEC ↗ |
| 10 | DIMENSIONAL FUND ADVISORS LP | 561,857 | $103M | +44,088 | +8.5% | 77Q | SEC ↗ |
| 11 | LOS ANGELES CAPITAL MANAGEMENT LLC | 557,955 | $102M | -87,429 | -13.5% | 3Q | SEC ↗ |
| 12 | TWO SIGMA INVESTMENTS, LP | 484,249 | $89M | -375,210 | -43.7% | 7Q | SEC ↗ |
| 13 | JANE STREET GROUP, LLC | 431,301 | $79M | +97,440 | +29.2% | 16Q | SEC ↗ |
| 14 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 420,742 | $77M | +25,811 | +6.5% | 11Q | SEC ↗ |
| 15 | KENSICO CAPITAL MANAGEMENT CORP | 284,100 | $52M | +149,100 | +110.4% | 2Q | SEC ↗ |
| 16 | Invesco Ltd. | 259,287 | $48M | -25,843 | -9.1% | 78Q | SEC ↗ |
| 17 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 244,324 | $45M | -10,415 | -4.1% | 19Q | SEC ↗ |
| 18 | RENAISSANCE TECHNOLOGIES LLC | 238,770 | $44M | -210,100 | -46.8% | 59Q | SEC ↗ |
| 19 | JPMORGAN CHASE & CO | 236,316 | $43M | -193,740 | -45.0% | 85Q | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 232,481 | $43M | +57,475 | +32.8% | 76Q | SEC ↗ |
| 21 | Copeland Capital Management, LLC | 229,546 | $42M | +94,331 | +69.8% | 39Q | SEC ↗ |
| 22 | UBS Group AG | 209,075 | $38M | +139,133 | +198.9% | 47Q | SEC ↗ |
| 23 | Sixth Street Partners Management Compa NEW | 206,136 | $38M | — | +0.0% | 1Q | SEC ↗ |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 206,136 | $38M | -7,687 | -3.6% | 15Q | SEC ↗ |
| 25 | Quantinno Capital Management LP | 203,220 | $37M | +16,274 | +8.7% | 19Q | SEC ↗ |
| 26 | BANK OF AMERICA CORP /DE | 192,610 | $35M | +9,035 | +4.9% | 15Q | SEC ↗ |
| 27 | BNP PARIBAS ASSET MANAGEMENT Holding S | 191,181 | $35M | +5,133 | +2.8% | 30Q | SEC ↗ |
| 28 | FMR LLC | 180,968 | $33M | +74,263 | +69.6% | 35Q | SEC ↗ |
| 29 | GOLDMAN SACHS GROUP INC | 179,184 | $33M | -31,218 | -14.8% | 15Q | SEC ↗ |
| 30 | NORTHERN TRUST CORP | 169,919 | $31M | -6,023 | -3.4% | 85Q | SEC ↗ |
| 31 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 166,257 | $31M | -11,311 | -6.4% | 66Q | SEC ↗ |
| 32 | MILLENNIUM MANAGEMENT LLC | 162,620 | $30M | -160,386 | -49.7% | 11Q | SEC ↗ |
| 33 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 162,073 | $30M | -15,799 | -8.9% | 6Q | SEC ↗ |
| 34 | Brookfield Corp /ON NEW | 156,792 | $29M | — | +0.0% | 1Q | SEC ↗ |
| 35 | NORGES BANK NEW | 155,686 | $29M | — | +0.0% | 1Q | SEC ↗ |
| 36 | NORDEA INVESTMENT MANAGEMENT AB | 147,892 | $27M | +74,723 | +102.1% | 26Q | SEC ↗ |
| 37 | ROYCE & ASSOCIATES LP | 144,996 | $27M | -29,279 | -16.8% | 85Q | SEC ↗ |
| 38 | Gotham Asset Management, LLC | 142,299 | $26M | -27,331 | -16.1% | 11Q | SEC ↗ |
| 39 | VANGUARD FIDUCIARY TRUST CO | 136,878 | $25M | -5,967 | -4.2% | 2Q | SEC ↗ |
| 40 | AMERIPRISE FINANCIAL INC | 136,872 | $25M | -19,839 | -12.7% | 16Q | SEC ↗ |
| 41 | KAYNE ANDERSON RUDNICK INVESTMENT MANA | 124,542 | $23M | -38,937 | -23.8% | 69Q | SEC ↗ |
| 42 | ENVESTNET ASSET MANAGEMENT INC | 118,347 | $22M | +11,560 | +10.8% | 31Q | SEC ↗ |
| 43 | AMERICAN CAPITAL MANAGEMENT INC | 114,947 | $21M | +6,607 | +6.1% | 40Q | SEC ↗ |
| 44 | SEI INVESTMENTS CO | 112,779 | $21M | -76,523 | -40.4% | 15Q | SEC ↗ |
| 45 | Crawford Fund Management, LLC | 109,500 | $20M | +20,300 | +22.8% | 3Q | SEC ↗ |
| 46 | DF DENT & CO INC | 106,374 | $20M | +4,003 | +3.9% | 12Q | SEC ↗ |
| 47 | Jupiter Topco LLC NEW | 91,390 | $17M | — | +0.0% | 1Q | SEC ↗ |
| 48 | JANUS HENDERSON GROUP PLC | 89,885 | $16M | +32,296 | +56.1% | 23Q | SEC ↗ |
| 49 | PRINCIPAL FINANCIAL GROUP INC | 76,156 | $14M | -917 | -1.2% | 36Q | SEC ↗ |
| 50 | TUDOR INVESTMENT CORP ET AL | 76,095 | $14M | +36,095 | +90.2% | 6Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 206,136 | $38M |
| Brookfield Corp /ON | 156,792 | $29M |
| NORGES BANK | 155,686 | $29M |
| Jupiter Topco LLC | 91,390 | $17M |
| Candriam S.C.A. | 74,445 | $14M |
| Squarepoint Ops LLC | 47,742 | $9M |
| AXXCESS WEALTH MANAGEMENT, LLC | 16,454 | $3M |
| Redwood Investment Management, LLC | 13,997 | $3M |
| FRANKLIN RESOURCES INC | 13,634 | $3M |
| Apeiron RIA LLC | 11,767 | $2M |
| Zurich Insurance Group Ltd/FI | 7,500 | $1M |
| Savant Capital, LLC | 7,400 | $1M |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 6,878 | $1M |
| EXENCIAL WEALTH ADVISORS, LLC | 6,736 | $1M |
| Mitsubishi UFJ Trust & Banking Corp | 6,085 | $1M |
| Quinn Opportunity Partners LLC | 5,000 | $918K |
| Advisors Preferred, LLC | 4,259 | $782K |
| Bridgewater Associates, LP | 4,249 | $780K |
| Caprock Group, LLC | 4,201 | $771K |
| Sivia Capital Partners, LLC | 3,339 | $613K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Select Equity Group, L.P. | 637,723 | $117M |
| WASATCH ADVISORS LP | 336,065 | $62M |
| M&G PLC | 149,783 | $27M |
| Qube Research & Technologies Ltd | 139,894 | $26M |
| Incline Global Management LLC | 88,354 | $16M |
| SCHRODER INVESTMENT MANAGEMENT GROU | 84,286 | $15M |
| CONGRESS ASSET MANAGEMENT CO | 77,405 | $14M |
| Premier Fund Managers Ltd | 56,272 | $10M |
| Sone Capital Management, LLC | 43,658 | $8M |
| River Road Asset Management, LLC | 42,084 | $8M |
| Verition Fund Management LLC | 37,343 | $7M |
| PANAGORA ASSET MANAGEMENT INC | 34,615 | $6M |
| COOPER INVESTORS PTY LTD | 31,887 | $6M |
| WINTON GROUP Ltd | 30,067 | $6M |
| Trexquant Investment LP | 29,267 | $5M |
| BANK OF NOVA SCOTIA | 28,000 | $5M |
| Holocene Advisors, LP | 25,983 | $5M |
| SEGALL BRYANT & HAMILL, LLC | 23,846 | $4M |
| VAN ECK ASSOCIATES CORP | 21,956 | $4M |
| Waverly Advisors, LLC | 21,153 | $4M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BAMCO INC /NY | +2,739,631 | +360.7% | 3,499,146 |
| AQR CAPITAL MANAGEMENT LLC | +680,759 | +109.2% | 1,304,388 |
| KENSICO CAPITAL MANAGEMENT CORP | +149,100 | +110.4% | 284,100 |
| UBS Group AG | +139,133 | +198.9% | 209,075 |
| JANE STREET GROUP, LLC | +97,440 | +29.2% | 431,301 |
| Copeland Capital Management, LLC | +94,331 | +69.8% | 229,546 |
| NORDEA INVESTMENT MANAGEMENT AB | +74,723 | +102.1% | 147,892 |
| FMR LLC | +74,263 | +69.6% | 180,968 |
| Bank of New York Mellon Corp | +57,475 | +32.8% | 232,481 |
| Allianz Asset Management GmbH | +46,919 | +173.1% | 74,023 |
| DIMENSIONAL FUND ADVISORS LP | +44,088 | +8.5% | 561,857 |
| TUDOR INVESTMENT CORP ET AL | +36,095 | +90.2% | 76,095 |
| Mariner, LLC | +33,147 | +200.6% | 49,671 |
| JANUS HENDERSON GROUP PLC | +32,296 | +56.1% | 89,885 |
| Quadrature Capital Ltd | +29,642 | +1540.6% | 31,566 |
| Engineers Gate Manager LP | +25,817 | +182.2% | 39,989 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +25,811 | +6.5% | 420,742 |
| IEQ CAPITAL, LLC | +24,772 | +85.0% | 53,907 |
| Crawford Fund Management, LLC | +20,300 | +22.8% | 109,500 |
| FIRST TRUST ADVISORS LP | +18,744 | +72.8% | 44,475 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | -375,210 | -43.7% | 484,249 |
| BlackRock, Inc. | -256,482 | -11.0% | 2,081,736 |
| MORGAN STANLEY | -246,414 | -14.2% | 1,484,135 |
| RENAISSANCE TECHNOLOGIES LLC | -210,100 | -46.8% | 238,770 |
| JPMORGAN CHASE & CO | -193,740 | -45.0% | 236,316 |
| WELLINGTON MANAGEMENT GROUP LLP | -169,368 | -10.2% | 1,493,037 |
| MILLENNIUM MANAGEMENT LLC | -160,386 | -49.7% | 162,620 |
| Point72 Asset Management, L.P. | -138,155 | -80.8% | 32,754 |
| Focus Partners Wealth | -119,004 | -88.2% | 15,867 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | -101,745 | -9.7% | 950,075 |
| VANGUARD CAPITAL MANAGEMENT LLC | -95,061 | -9.6% | 894,406 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | -87,429 | -13.5% | 557,955 |
| SEI INVESTMENTS CO | -76,523 | -40.4% | 112,779 |
| RAYMOND JAMES FINANCIAL INC | -47,062 | -82.0% | 10,301 |
| MEEDER ASSET MANAGEMENT INC | -44,382 | -79.8% | 11,232 |
| HRT FINANCIAL LP | -40,632 | -93.4% | 2,876 |
| KAYNE ANDERSON RUDNICK INVESTMENT M | -38,937 | -23.8% | 124,542 |
| NOMURA ASSET MANAGEMENT INTERNATION | -36,431 | -39.9% | 54,859 |
| GOLDMAN SACHS GROUP INC | -31,218 | -14.8% | 179,184 |
| Thrivent Financial for Lutherans | -30,530 | -66.9% | 15,098 |