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Morningstar, Inc. (MORN)

NasdaqGS - NasdaqGS Real-time price. Currency in USD
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300.04+2.92 (+0.98%)
At close: 04:00PM EDT
300.04 0.00 (0.00%)
After hours: 04:20PM EDT
Insider roster
Insider transactions

Major holders

Currency in USD
Breakdown
40.24%% of shares held by all insiders
61.12%% of shares held by institutions
102.27%% of float held by institutions
514Number of institutions holding shares

Top institutional holders

HolderSharesDate reported% outValue
Select Equity Group, Inc.2,594,89430 Mar 20246.07%778,572,017
Vanguard Group Inc2,580,71330 Mar 20246.04%774,317,150
Blackrock Inc.2,447,22230 Mar 20245.73%734,264,509
Morgan Stanley1,936,97930 Mar 20244.53%581,171,195
Bank of America Corporation1,699,15130 Mar 20243.98%509,813,280
BAMCO Inc.1,308,67130 Mar 20243.06%392,653,658
Kayne Anderson Rudnick Investment Management LLC1,226,82030 Mar 20242.87%368,095,083
Massachusetts Financial Services Co.1,094,68030 Mar 20242.56%328,447,796
Wellington Management Group, LLP790,04130 Mar 20241.85%237,043,908
State Street Corporation771,44430 Mar 20241.80%231,464,064

Top mutual fund holders

HolderSharesDate reported% outValue
Eaton Vance Atlanta Capital SMID-Cap Fd1,434,18530 Dec 20233.36%430,312,879
Baron Growth Fund925,00030 Dec 20232.16%277,537,007
Virtus Equity Tr-Virtus KAR Small Cap Growth Fd814,69030 Dec 20231.91%244,439,594
iShares Core S&P Midcap ETF810,92030 Mar 20241.90%243,308,443
Vanguard Total Stock Market Index Fund803,73330 Dec 20231.88%241,152,056
MFS Mid Cap Growth Fund734,55528 Feb 20241.72%220,395,888
Vanguard Small-Cap Index Fund652,28430 Dec 20231.53%195,711,296
Vanguard Extended Market Index Fund385,44730 Dec 20230.90%115,649,521
Price (T.Rowe) Mid-Cap Value Fund378,40430 Dec 20230.89%113,536,339
Vanguard Small-Cap Growth Index Fund363,84230 Dec 20230.85%109,167,156