The retirement income gap no-one is talking about

People are living longer than ever before and this can impact how you plan for retirement

Morningstar, Inc. (MORN)

NasdaqGS - NasdaqGS Real-time price. Currency in USD

Add to watchlist

299.86

+0.88

(+0.29%)

At close: 04:00PM EDT

300.29

+0.43

(+0.14%)

After hours:

04:10PM EDT

Major holders

Currency in USD

40.34%	% of shares held by all insiders
60.15%	% of shares held by institutions
100.82%	% of float held by institutions
494	Number of institutions holding shares

Holder	Shares	Date reported	% out	Value
Select Equity Group, Inc.	2,984,027	30 Dec 2023	6.98%	894,790,292
Vanguard Group Inc	2,576,670	30 Dec 2023	6.03%	772,640,228
Blackrock Inc.	2,392,043	30 Dec 2023	5.60%	717,277,978
Morgan Stanley	1,936,055	30 Dec 2023	4.53%	580,545,423
BAMCO Inc.	1,322,451	30 Dec 2023	3.09%	396,550,137
Bank of America Corporation	1,292,308	30 Dec 2023	3.02%	387,511,457
Kayne Anderson Rudnick Investment Management LLC	1,246,569	30 Dec 2023	2.92%	373,796,162
Massachusetts Financial Services Co.	1,075,731	30 Dec 2023	2.52%	322,568,681
State Street Corporation	741,535	30 Dec 2023	1.73%	222,356,674
Price (T.Rowe) Associates Inc	711,632	30 Dec 2023	1.66%	213,389,961

Holder	Shares	Date reported	% out	Value
Eaton Vance Atlanta Capital SMID-Cap Fd	1,434,185	30 Dec 2023	3.36%	430,054,693
Baron Growth Fund	925,000	30 Dec 2023	2.16%	277,370,486
Virtus Equity Tr-Virtus KAR Small Cap Growth Fd	814,690	30 Dec 2023	1.91%	244,292,931
iShares Core S&P Midcap ETF	810,920	30 Mar 2024	1.90%	243,162,459
Vanguard Total Stock Market Index Fund	803,733	30 Dec 2023	1.88%	241,007,365
MFS Mid Cap Growth Fund	734,555	28 Feb 2024	1.72%	220,263,651
Vanguard Small-Cap Index Fund	652,284	30 Dec 2023	1.53%	195,593,870
Vanguard Extended Market Index Fund	385,447	30 Dec 2023	0.90%	115,580,131
Price (T.Rowe) Mid-Cap Value Fund	378,404	30 Dec 2023	0.89%	113,468,217
Vanguard Small-Cap Growth Index Fund	363,842	30 Dec 2023	0.85%	109,101,656