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Morningstar, Inc. (MORN)

NasdaqGS - NasdaqGS Real-time price. Currency in USD
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289.84+2.50 (+0.87%)
As of 01:02PM 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
100.88%% of float held by institutions
493Number of institutions holding shares

Top institutional holders

HolderSharesDate reported% outValue
Select Equity Group, Inc.2,984,02730 Dec 20236.98%864,890,374
Vanguard Group Inc2,576,67030 Dec 20236.03%746,822,023
Blackrock Inc.2,392,04330 Dec 20235.60%693,309,734
Morgan Stanley1,936,05530 Dec 20234.53%561,146,174
BAMCO Inc.1,322,45130 Dec 20233.09%383,299,192
Bank of America Corporation1,292,30830 Dec 20233.02%374,562,545
Kayne Anderson Rudnick Investment Management LLC1,246,56930 Dec 20232.92%361,305,554
Massachusetts Financial Services Co.1,075,73130 Dec 20232.52%311,789,869
State Street Corporation741,53530 Dec 20231.73%214,926,501
Price (T.Rowe) Associates Inc711,63230 Dec 20231.66%206,259,416

Top mutual fund holders

HolderSharesDate reported% outValue
Eaton Vance Atlanta Capital SMID-Cap Fd1,434,18530 Dec 20233.36%415,684,175
Baron Growth Fund925,00030 Dec 20232.16%268,101,996
Virtus Equity Tr-Virtus KAR Small Cap Growth Fd814,69030 Dec 20231.91%236,129,746
iShares Core S&P Midcap ETF810,92030 Mar 20241.90%235,037,049
Vanguard Total Stock Market Index Fund803,73330 Dec 20231.88%232,953,969
MFS Mid Cap Growth Fund734,55528 Feb 20241.72%212,903,418
Vanguard Small-Cap Index Fund652,28430 Dec 20231.53%189,057,992
Vanguard Extended Market Index Fund385,44730 Dec 20230.90%111,717,957
Price (T.Rowe) Mid-Cap Value Fund378,40430 Dec 20230.89%109,676,613
Vanguard Small-Cap Growth Index Fund363,84230 Dec 20230.85%105,455,963