UK markets open in 46 minutes

Morningstar, Inc. (MORN)

NasdaqGS - NasdaqGS Real-time price. Currency in USD
Add to watchlist
299.18-0.86 (-0.29%)
At close: 04:00PM EDT
299.18 0.00 (0.00%)
After hours: 04:20PM EDT
Insider roster
Insider transactions

Major holders

Currency in USD
Breakdown
40.24%% of shares held by all insiders
61.12%% of shares held by institutions
102.26%% 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%776,340,367
Vanguard Group Inc2,580,71330 Mar 20246.04%772,097,696
Blackrock Inc.2,447,22230 Mar 20245.73%732,159,860
Morgan Stanley1,936,97930 Mar 20244.53%579,505,363
Bank of America Corporation1,699,15130 Mar 20243.98%508,351,983
BAMCO Inc.1,308,67130 Mar 20243.06%391,528,180
Kayne Anderson Rudnick Investment Management LLC1,226,82030 Mar 20242.87%367,039,998
Massachusetts Financial Services Co.1,094,68030 Mar 20242.56%327,506,354
Wellington Management Group, LLP790,04130 Mar 20241.85%236,364,460
State Street Corporation771,44430 Mar 20241.80%230,800,610

Top mutual fund holders

HolderSharesDate reported% outValue
Eaton Vance Atlanta Capital SMID-Cap Fd1,434,18530 Mar 20243.36%429,079,457
Baron Growth Fund925,00030 Dec 20232.16%276,741,493
Virtus Equity Tr-Virtus KAR Small Cap Growth Fd814,69030 Dec 20231.91%243,738,948
iShares Core S&P Midcap ETF810,92030 Mar 20241.90%242,611,039
Vanguard Total Stock Market Index Fund803,73330 Dec 20231.88%240,460,833
MFS Mid Cap Growth Fund734,55528 Feb 20241.72%219,764,159
Vanguard Small-Cap Index Fund652,28430 Dec 20231.53%195,150,322
Vanguard Extended Market Index Fund385,44730 Dec 20230.90%115,318,030
Price (T.Rowe) Mid-Cap Value Fund378,40430 Dec 20230.89%113,210,905
Vanguard Small-Cap Growth Index Fund363,84230 Dec 20230.85%108,854,246