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Morningstar, Inc. (MORN)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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310.63-8.64 (-2.71%)
At close: 1:00PM EST
310.63 0.00 (0.00%)
After hours: 01:01PM EST

Major Holders

Currency in USD
Breakdown
42.93%% of Shares Held by All Insider
54.46%% of Shares Held by Institutions
95.43%% of Float Held by Institutions
424Number of Institutions Holding Shares

Top Institutional Holders

HolderSharesDate Reported% OutValue
Select Equity Group, Inc.4,162,240Sep. 29, 20219.66%1,078,145,027
Vanguard Group, Inc. (The)2,267,899Sep. 29, 20215.26%587,453,877
Kayne Anderson Rudnick Investment Management LLC1,237,233Sep. 29, 20212.87%320,480,463
BAMCO Inc.1,209,419Sep. 29, 20212.81%313,275,803
Atlanta Capital Management Company LLC1,100,720Sep. 29, 20212.55%285,119,501
Blackrock Inc.1,040,270Sep. 29, 20212.41%269,461,138
FMR, LLC923,732Sep. 29, 20212.14%239,274,299
Wasatch Advisors Inc814,573Sep. 29, 20211.89%210,998,844
Echo Street Capital Management LLC550,749Sep. 29, 20211.28%142,660,513
JP Morgan Chase & Company478,474Sep. 29, 20211.11%123,939,120

Top Mutual Fund Holders

HolderSharesDate Reported% OutValue
Baron Growth Fund990,000Jun. 29, 20212.30%254,538,900
Virtus Equity Tr-Virtus KAR Small Cap Growth Fd943,942Sep. 29, 20212.19%244,509,296
Eaton Vance Atlanta Capital SMID-Cap Fd872,445Sep. 29, 20212.02%225,989,428
Vanguard Total Stock Market Index Fund668,207Jun. 29, 20211.55%171,802,701
Vanguard Small-Cap Index Fund587,691Jun. 29, 20211.36%151,101,233
Wasatch Core Growth Fund431,029Sep. 29, 20211.00%111,649,441
Vanguard Small-Cap Growth Index Fund371,158Jun. 29, 20210.86%95,428,433
JP Morgan Small Cap Equity Fund311,284Sep. 29, 20210.72%80,631,894
Vanguard Extended Market Index Fund303,896Jun. 29, 20210.71%78,134,700
Vanguard Specialized-Dividend Appreciation Index Fund262,669Jul. 30, 20210.61%66,358,069