UK markets closed

Morningstar, Inc. (MORN)

NasdaqGS - NasdaqGS Real-time price. Currency in USD
Add to watchlist
286.29-1.17 (-0.41%)
At close: 04:00PM EDT
286.29 0.00 (0.00%)
After hours: 04:20PM EDT
Insider roster
Insider transactions

Major holders

Currency in USD
Breakdown
40.38%% of shares held by all insiders
60.44%% of shares held by institutions
101.37%% of float held by institutions
491Number of institutions holding shares

Top institutional holders

HolderSharesDate reported% outValue
Select Equity Group, Inc.2,984,02730 Dec 20236.98%854,297,115
Vanguard Group Inc2,576,67030 Dec 20236.03%737,674,876
Blackrock Inc.2,392,04330 Dec 20235.60%684,818,010
Morgan Stanley1,936,05530 Dec 20234.53%554,273,202
BAMCO Inc.1,322,45130 Dec 20233.09%378,604,508
Bank of America Corporation1,292,30830 Dec 20233.02%369,974,868
Kayne Anderson Rudnick Investment Management LLC1,246,56930 Dec 20232.92%356,880,249
Massachusetts Financial Services Co.1,075,73130 Dec 20232.52%307,971,037
State Street Corporation741,53530 Dec 20231.73%212,294,061
Price (T.Rowe) Associates Inc711,63230 Dec 20231.66%203,733,131

Top mutual fund holders

HolderSharesDate reported% outValue
Eaton Vance Atlanta Capital SMID-Cap Fd1,434,18530 Dec 20233.36%410,592,835
Baron Growth Fund925,00030 Dec 20232.16%264,818,257
Virtus Equity Tr-Virtus KAR Small Cap Growth Fd814,69030 Dec 20231.91%233,237,607
iShares Core S&P Midcap ETF810,92030 Mar 20241.90%232,158,293
Vanguard Total Stock Market Index Fund803,73330 Dec 20231.88%230,100,727
MFS Mid Cap Growth Fund734,55528 Feb 20241.72%210,295,757
Vanguard Small-Cap Index Fund652,28430 Dec 20231.53%186,742,391
Vanguard Extended Market Index Fund385,44730 Dec 20230.90%110,349,624
Price (T.Rowe) Mid-Cap Value Fund378,40430 Dec 20230.89%108,333,284
Vanguard Small-Cap Growth Index Fund363,84230 Dec 20230.85%104,164,329