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Morningstar, Inc. (MORN)

NasdaqGS - NasdaqGS Real-time price. Currency in USD
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297.96+5.58 (+1.91%)
At close: 04:00PM EDT
297.96 0.00 (0.00%)
After hours: 04:07PM EDT
Insider roster
Insider transactions

Major holders

Currency in USD
Breakdown
40.38%% of shares held by all insiders
60.15%% of shares held by institutions
100.90%% of float held by institutions
489Number of institutions holding shares

Top institutional holders

HolderSharesDate reported% outValue
Select Equity Group, Inc.2,984,02730 Dec 20236.98%889,120,659
Vanguard Group Inc2,576,67030 Dec 20236.03%767,744,571
Blackrock Inc.2,392,04330 Dec 20235.60%712,733,111
Morgan Stanley1,936,05530 Dec 20234.53%576,866,931
BAMCO Inc.1,322,45130 Dec 20233.09%394,037,488
Bank of America Corporation1,292,30830 Dec 20233.02%385,056,080
Kayne Anderson Rudnick Investment Management LLC1,246,56930 Dec 20232.92%371,427,688
Massachusetts Financial Services Co.1,075,73130 Dec 20232.52%320,524,799
State Street Corporation741,53530 Dec 20231.73%220,947,762
Price (T.Rowe) Associates Inc711,63230 Dec 20231.66%212,037,864

Top mutual fund holders

HolderSharesDate reported% outValue
Eaton Vance Atlanta Capital SMID-Cap Fd1,434,18530 Dec 20233.36%427,329,750
Baron Growth Fund925,00030 Dec 20232.16%275,612,992
Virtus Equity Tr-Virtus KAR Small Cap Growth Fd814,69030 Dec 20231.91%242,745,025
Vanguard Total Stock Market Index Fund803,73330 Dec 20231.88%239,480,277
iShares Core S&P Midcap ETF792,92028 Feb 20241.85%236,258,436
MFS Mid Cap Growth Fund663,56729 Nov 20231.55%197,716,417
Vanguard Small-Cap Index Fund652,28430 Dec 20231.53%194,354,535
Vanguard Extended Market Index Fund385,44730 Dec 20230.90%114,847,784
Price (T.Rowe) Mid-Cap Value Fund378,40430 Dec 20230.89%112,749,252
Vanguard Small-Cap Growth Index Fund363,84230 Dec 20230.85%108,410,359