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Morningstar, Inc. (MORN)

NasdaqGS - NasdaqGS Real-time price. Currency in USD
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283.59-0.24 (-0.08%)
As of 03:31PM EDT. Market open.
Insider roster
Insider transactions

Major holders

Currency in USD
Breakdown
40.38%% of shares held by all insiders
60.37%% of shares held by institutions
101.27%% 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%846,240,206
Vanguard Group Inc2,576,67030 Dec 20236.03%730,717,835
Blackrock Inc.2,392,04330 Dec 20235.60%678,359,465
Morgan Stanley1,936,05530 Dec 20234.53%549,045,830
BAMCO Inc.1,322,45130 Dec 20233.09%375,033,874
Bank of America Corporation1,292,30830 Dec 20233.02%366,485,620
Kayne Anderson Rudnick Investment Management LLC1,246,56930 Dec 20232.92%353,514,498
Massachusetts Financial Services Co.1,075,73130 Dec 20232.52%305,066,550
State Street Corporation741,53530 Dec 20231.73%210,291,907
Price (T.Rowe) Associates Inc711,63230 Dec 20231.66%201,811,716

Top mutual fund holders

HolderSharesDate reported% outValue
Eaton Vance Atlanta Capital SMID-Cap Fd1,434,18530 Dec 20233.36%406,720,518
Baron Growth Fund925,00030 Dec 20232.16%262,320,746
Virtus Equity Tr-Virtus KAR Small Cap Growth Fd814,69030 Dec 20231.91%231,037,934
iShares Core S&P Midcap ETF810,92030 Mar 20241.90%229,968,799
Vanguard Total Stock Market Index Fund803,73330 Dec 20231.88%227,930,638
MFS Mid Cap Growth Fund734,55528 Feb 20241.72%208,312,449
Vanguard Small-Cap Index Fund652,28430 Dec 20231.53%184,981,217
Vanguard Extended Market Index Fund385,44730 Dec 20230.90%109,308,913
Price (T.Rowe) Mid-Cap Value Fund378,40430 Dec 20230.89%107,311,588
Vanguard Small-Cap Growth Index Fund363,84230 Dec 20230.85%103,181,951