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Morningstar, Inc. (MORN)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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295.30+2.92 (+1.00%)
As of 11:00AM 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
100.90%% of Float Held by Institutions
489Number of Institutions Holding Shares

Top Institutional Holders

HolderSharesDate Reported% OutValue
Select Equity Group, Inc.2,984,027Dec 30, 20236.98%881,183,136
Vanguard Group Inc2,576,670Dec 30, 20236.03%760,890,619
Blackrock Inc.2,392,043Dec 30, 20235.60%706,370,268
Morgan Stanley1,936,055Dec 30, 20234.53%571,717,017
BAMCO Inc.1,322,451Dec 30, 20233.09%390,519,764
Bank of America Corporation1,292,308Dec 30, 20233.02%381,618,536
Kayne Anderson Rudnick Investment Management LLC1,246,569Dec 30, 20232.92%368,111,810
Massachusetts Financial Services Co.1,075,731Dec 30, 20232.52%317,663,351
State Street Corporation741,535Dec 30, 20231.73%218,975,276
Price (T.Rowe) Associates Inc711,632Dec 30, 20231.66%210,144,920

Top Mutual Fund Holders

HolderSharesDate Reported% OutValue
Eaton Vance Atlanta Capital SMID-Cap Fd1,434,185Dec 30, 20233.36%423,514,812
Baron Growth Fund925,000Dec 30, 20232.16%273,152,488
Virtus Equity Tr-Virtus KAR Small Cap Growth Fd814,690Dec 30, 20231.91%240,577,947
Vanguard Total Stock Market Index Fund803,733Dec 30, 20231.88%237,342,345
iShares Core S&P Midcap ETF792,920Feb 28, 20241.85%234,149,266
MFS Mid Cap Growth Fund663,567Nov 29, 20231.55%195,951,326
Vanguard Small-Cap Index Fund652,284Dec 30, 20231.53%192,619,457
Vanguard Extended Market Index Fund385,447Dec 30, 20230.90%113,822,494
Price (T.Rowe) Mid-Cap Value Fund378,404Dec 30, 20230.89%111,742,696
Vanguard Small-Cap Growth Index Fund363,842Dec 30, 20230.85%107,442,538