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Morningstar, Inc. (MORN)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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245.42-3.99 (-1.60%)
At close: 04:00PM EDT
247.13 +1.71 (+0.70%)
After hours: 04:02PM EDT

Major Holders

Currency in USD
Breakdown
41.01%% of Shares Held by All Insider
56.71%% of Shares Held by Institutions
96.12%% of Float Held by Institutions
450Number of Institutions Holding Shares

Top Institutional Holders

HolderSharesDate Reported% OutValue
Select Equity Group, Inc.4,137,319Mar 30, 20229.68%1,130,191,431
Vanguard Group, Inc. (The)2,403,202Mar 30, 20225.62%656,482,690
Bank of America Corporation1,352,449Mar 30, 20223.17%369,448,493
BAMCO Inc.1,165,415Mar 30, 20222.73%318,356,415
Kayne Anderson Rudnick Investment Management LLC1,077,819Mar 30, 20222.52%294,427,816
Blackrock Inc.1,069,710Mar 30, 20222.50%292,212,680
Atlanta Capital Management Company LLC1,023,386Mar 30, 20222.39%279,558,353
FMR, LLC830,476Mar 30, 20221.94%226,861,128
Wasatch Advisors Inc779,437Mar 30, 20221.82%212,918,805
JP Morgan Chase & Company733,609Mar 30, 20221.72%200,399,970

Top Mutual Fund Holders

HolderSharesDate Reported% OutValue
Baron Growth Fund960,000Mar 30, 20222.25%262,243,200
Eaton Vance Atlanta Capital SMID-Cap Fd805,942Mar 30, 20221.89%220,159,176
Virtus Equity Tr-Virtus KAR Small Cap Growth Fd794,942Mar 30, 20221.86%217,154,306
Vanguard Total Stock Market Index Fund745,931Mar 30, 20221.75%203,765,971
Vanguard Small-Cap Index Fund648,486Mar 30, 20221.52%177,146,920
Wasatch Core Growth Fund426,513Mar 30, 20221.00%116,510,556
Vanguard Small-Cap Growth Index Fund391,132Mar 30, 20220.92%106,845,528
Vanguard Extended Market Index Fund316,452Mar 30, 20220.74%86,445,192
MFS Mid Cap Growth Fund301,079Feb 27, 20220.70%84,497,821
JP Morgan Small Cap Equity Fund239,502Mar 30, 20220.56%65,424,761