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Morningstar, Inc. (MORN)

NasdaqGS - NasdaqGS Real-time price. Currency in USD
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292.41+0.03 (+0.01%)
As of 12:23PM EDT. Market open.
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%872,559,345
Vanguard Group Inc2,576,67030 Dec 20236.03%753,444,084
Blackrock Inc.2,392,04330 Dec 20235.60%699,457,302
Morgan Stanley1,936,05530 Dec 20234.53%566,121,849
BAMCO Inc.1,322,45130 Dec 20233.09%386,697,901
Bank of America Corporation1,292,30830 Dec 20233.02%377,883,787
Kayne Anderson Rudnick Investment Management LLC1,246,56930 Dec 20232.92%364,509,245
Massachusetts Financial Services Co.1,075,73130 Dec 20232.52%314,554,505
State Street Corporation741,53530 Dec 20231.73%216,832,252
Price (T.Rowe) Associates Inc711,63230 Dec 20231.66%208,088,315

Top mutual fund holders

HolderSharesDate reported% outValue
Eaton Vance Atlanta Capital SMID-Cap Fd1,434,18530 Dec 20233.36%419,370,041
Baron Growth Fund925,00030 Dec 20232.16%270,479,253
Virtus Equity Tr-Virtus KAR Small Cap Growth Fd814,69030 Dec 20231.91%238,223,505
Vanguard Total Stock Market Index Fund803,73330 Dec 20231.88%235,019,569
iShares Core S&P Midcap ETF792,92028 Feb 20241.85%231,857,740
MFS Mid Cap Growth Fund663,56729 Nov 20231.55%194,033,628
Vanguard Small-Cap Index Fund652,28430 Dec 20231.53%190,734,366
Vanguard Extended Market Index Fund385,44730 Dec 20230.90%112,708,558
Price (T.Rowe) Mid-Cap Value Fund378,40430 Dec 20230.89%110,649,115
Vanguard Small-Cap Growth Index Fund363,84230 Dec 20230.85%106,391,040