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Morningstar, Inc. (MORN)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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305.74-2.15 (-0.70%)
At close: 04:00PM EDT
305.74 0.00 (0.00%)
After hours: 05:33PM EDT
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Major Holders

Currency in USD
Breakdown
39.73%% of Shares Held by All Insider
61.20%% of Shares Held by Institutions
101.55%% of Float Held by Institutions
525Number of Institutions Holding Shares

Top Institutional Holders

HolderSharesDate Reported% OutValue
Vanguard Group Inc2,738,173Jun 29, 20246.39%837,168,986
Blackrock Inc.2,536,665Jun 29, 20245.92%775,559,932
Select Equity Group, Inc.2,434,338Jun 29, 20245.68%744,274,476
Morgan Stanley2,020,233Jun 29, 20244.72%617,666,017
Bank of America Corporation1,526,590Jun 29, 20243.56%466,739,611
BAMCO Inc.1,306,937Jun 29, 20243.05%399,582,905
Kayne Anderson Rudnick Investment Management LLC1,129,104Jun 29, 20242.64%345,212,245
Massachusetts Financial Services Co.1,099,502Jun 29, 20242.57%336,161,730
Wellington Management Group, LLP945,354Jun 29, 20242.21%289,032,522
State Street Corporation775,595Jun 29, 20241.81%237,130,407

Top Mutual Fund Holders

HolderSharesDate Reported% OutValue
Eaton Vance Atlanta Capital SMID-Cap Fd1,523,889Jun 29, 20243.56%465,913,807
Baron Growth Fund925,000Jun 29, 20242.16%282,809,490
Vanguard Total Stock Market Index Fund876,691Jun 29, 20242.05%268,039,497
iShares Core S&P Midcap ETF817,613Jul 30, 20241.91%249,976,990
Virtus Equity Tr-Virtus KAR Small Cap Growth Fd751,690Jun 29, 20241.75%229,821,693
MFS Mid Cap Growth Fund724,975May 30, 20241.69%221,653,849
Vanguard Small-Cap Index Fund698,829Jun 29, 20241.63%213,659,971
Vanguard Extended Market Index Fund396,465Jun 29, 20240.93%121,215,205
Vanguard Small-Cap Growth Index Fund392,929Jun 29, 20240.92%120,134,108
Price (T.Rowe) Mid-Cap Value Fund359,221Jun 29, 20240.84%109,828,225