MORN - Morningstar, Inc.

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
Insider Roster
Insider Transactions

Major Holders

Currency in USD
Breakdown
44.81%% of Shares Held by All Insider
57.22%% of Shares Held by Institutions
103.68%% of Float Held by Institutions
430Number of Institutions Holding Shares

Top Institutional Holders

HolderSharesDate Reported% OutValue
Select Equity Group, Inc.3,900,090Mar 30, 20239.17%783,645,055
Vanguard Group, Inc. (The)2,491,640Mar 30, 20235.86%500,645,206
Bank of America Corporation2,456,424Mar 30, 20235.77%493,569,256
Morgan Stanley1,621,162Mar 30, 20233.81%325,740,068
BAMCO Inc.1,128,519Mar 30, 20232.65%226,753,314
Blackrock Inc.1,105,066Mar 30, 20232.60%222,040,903
Kayne Anderson Rudnick Investment Management LLC875,928Mar 30, 20232.06%176,000,206
JP Morgan Chase & Company871,362Mar 30, 20232.05%175,082,760
Massachusetts Financial Services Co.635,328Mar 30, 20231.49%127,656,450
Wasatch Advisors LP554,747Mar 30, 20231.30%111,465,310

Top Mutual Fund Holders

HolderSharesDate Reported% OutValue
Baron Growth Fund930,000Dec 30, 20222.19%186,864,893
Eaton Vance Atlanta Capital SMID-Cap Fd805,942Dec 30, 20221.90%161,937,920
Vanguard Total Stock Market Index Fund775,196Dec 30, 20221.82%155,760,126
Vanguard Small-Cap Index Fund656,155Dec 30, 20221.54%131,841,219
Virtus Equity Tr-Virtus KAR Small Cap Growth Fd644,742Dec 30, 20221.52%129,548,005
MFS Mid Cap Growth Fund419,498Feb 27, 20230.99%84,289,730
Vanguard Small-Cap Growth Index Fund378,972Dec 30, 20220.89%76,146,841
Wasatch Core Growth Fund351,396Dec 30, 20220.83%70,605,995
Vanguard Extended Market Index Fund340,390Dec 30, 20220.80%68,394,560
JP Morgan Small Cap Equity Fund287,011Dec 30, 20220.68%57,669,118