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Morningstar, Inc. (MORN)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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289.63+2.29 (+0.80%)
As of 12:17PM EDT. Market open.
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Insider Transactions

Major Holders

Currency in USD
Breakdown
40.38%% of Shares Held by All Insider
60.15%% of Shares Held by Institutions
100.88%% of Float Held by Institutions
493Number of Institutions Holding Shares

Top Institutional Holders

HolderSharesDate Reported% OutValue
Select Equity Group, Inc.2,984,027Dec 30, 20236.98%864,263,754
Vanguard Group Inc2,576,670Dec 30, 20236.03%746,280,944
Blackrock Inc.2,392,043Dec 30, 20235.60%692,807,425
Morgan Stanley1,936,055Dec 30, 20234.53%560,739,619
BAMCO Inc.1,322,451Dec 30, 20233.09%383,021,489
Bank of America Corporation1,292,308Dec 30, 20233.02%374,291,172
Kayne Anderson Rudnick Investment Management LLC1,246,569Dec 30, 20232.92%361,043,785
Massachusetts Financial Services Co.1,075,731Dec 30, 20232.52%311,563,974
State Street Corporation741,535Dec 30, 20231.73%214,770,785
Price (T.Rowe) Associates Inc711,632Dec 30, 20231.66%206,109,979

Top Mutual Fund Holders

HolderSharesDate Reported% OutValue
Eaton Vance Atlanta Capital SMID-Cap Fd1,434,185Dec 30, 20233.36%415,383,008
Baron Growth Fund925,000Dec 30, 20232.16%267,907,754
Virtus Equity Tr-Virtus KAR Small Cap Growth Fd814,690Dec 30, 20231.91%235,958,668
iShares Core S&P Midcap ETF810,920Mar 30, 20241.90%234,866,763
Vanguard Total Stock Market Index Fund803,733Dec 30, 20231.88%232,785,192
MFS Mid Cap Growth Fund734,555Feb 28, 20241.72%212,749,168
Vanguard Small-Cap Index Fund652,284Dec 30, 20231.53%188,921,018
Vanguard Extended Market Index Fund385,447Dec 30, 20230.90%111,637,016
Price (T.Rowe) Mid-Cap Value Fund378,404Dec 30, 20230.89%109,597,152
Vanguard Small-Cap Growth Index Fund363,842Dec 30, 20230.85%105,379,560