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Morningstar, Inc. (MORN)

NasdaqGS - NasdaqGS Delayed Price. Currency in USD
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286.29-1.17 (-0.41%)
At close: 04:00PM EDT
286.29 0.00 (0.00%)
After hours: 04:20PM EDT
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Major Holders

Currency in USD
Breakdown
40.38%% of Shares Held by All Insider
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.2,984,027Dec 30, 20236.98%854,297,115
Vanguard Group Inc2,576,670Dec 30, 20236.03%737,674,876
Blackrock Inc.2,392,043Dec 30, 20235.60%684,818,010
Morgan Stanley1,936,055Dec 30, 20234.53%554,273,202
BAMCO Inc.1,322,451Dec 30, 20233.09%378,604,508
Bank of America Corporation1,292,308Dec 30, 20233.02%369,974,868
Kayne Anderson Rudnick Investment Management LLC1,246,569Dec 30, 20232.92%356,880,249
Massachusetts Financial Services Co.1,075,731Dec 30, 20232.52%307,971,037
State Street Corporation741,535Dec 30, 20231.73%212,294,061
Price (T.Rowe) Associates Inc711,632Dec 30, 20231.66%203,733,131

Top Mutual Fund Holders

HolderSharesDate Reported% OutValue
Eaton Vance Atlanta Capital SMID-Cap Fd1,434,185Dec 30, 20233.36%410,592,835
Baron Growth Fund925,000Dec 30, 20232.16%264,818,257
Virtus Equity Tr-Virtus KAR Small Cap Growth Fd814,690Dec 30, 20231.91%233,237,607
iShares Core S&P Midcap ETF810,920Mar 30, 20241.90%232,158,293
Vanguard Total Stock Market Index Fund803,733Dec 30, 20231.88%230,100,727
MFS Mid Cap Growth Fund734,555Feb 28, 20241.72%210,295,757
Vanguard Small-Cap Index Fund652,284Dec 30, 20231.53%186,742,391
Vanguard Extended Market Index Fund385,447Dec 30, 20230.90%110,349,624
Price (T.Rowe) Mid-Cap Value Fund378,404Dec 30, 20230.89%108,333,284
Vanguard Small-Cap Growth Index Fund363,842Dec 30, 20230.85%104,164,329