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Morningstar, Inc. (MORN)

NasdaqGS - NasdaqGS Real-time price. Currency in USD
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298.07-1.11 (-0.37%)
As of 01:05PM EDT. Market open.

Major holders

Currency in USD
Breakdown
40.22%% of shares held by all insiders
61.12%% of shares held by institutions
102.23%% of float held by institutions
515Number of institutions holding shares

Top institutional holders

HolderSharesDate reported% outValue
Select Equity Group, Inc.2,594,89430 Mar 20246.07%773,460,073
Vanguard Group Inc2,580,71330 Mar 20246.04%769,233,142
Blackrock Inc.2,447,22230 Mar 20245.73%729,443,479
Morgan Stanley1,936,97930 Mar 20244.53%577,355,344
Bank of America Corporation1,699,15130 Mar 20243.98%506,465,951
BAMCO Inc.1,308,67130 Mar 20243.06%390,075,574
Kayne Anderson Rudnick Investment Management LLC1,226,82030 Mar 20242.87%365,678,246
Massachusetts Financial Services Co.1,094,68030 Mar 20242.56%326,291,275
Wellington Management Group, LLP790,04130 Mar 20241.85%235,487,526
State Street Corporation771,44430 Mar 20241.80%229,944,318

Top mutual fund holders

HolderSharesDate reported% outValue
Eaton Vance Atlanta Capital SMID-Cap Fd1,434,18530 Mar 20243.36%427,487,533
Baron Growth Fund925,00030 Dec 20232.16%275,714,756
Virtus Equity Tr-Virtus KAR Small Cap Growth Fd814,69030 Dec 20231.91%242,834,654
iShares Core S&P Midcap ETF810,92030 Mar 20241.90%241,710,930
Vanguard Total Stock Market Index Fund803,73330 Dec 20231.88%239,568,701
MFS Mid Cap Growth Fund734,55528 Feb 20241.72%218,948,814
Vanguard Small-Cap Index Fund652,28430 Dec 20231.53%194,426,296
Vanguard Extended Market Index Fund385,44730 Dec 20230.90%114,890,190
Price (T.Rowe) Mid-Cap Value Fund378,40430 Dec 20230.89%112,790,883
Vanguard Small-Cap Growth Index Fund363,84230 Dec 20230.85%108,450,387