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Morningstar, Inc. (MORN)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD

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274.76

-0.24

(-0.09%)

At close: 04:00PM EST

271.02

-3.74

(-1.36%)

After hours:

04:05PM EST

Major Holders

Currency in USD

43.45%	% of Shares Held by All Insider
62.53%	% of Shares Held by Institutions
110.58%	% of Float Held by Institutions
435	Number of Institutions Holding Shares

Holder	Shares	Date Reported	% Out	Value
Select Equity Group, Inc.	3,598,908	Sept 29, 2023	8.43%	988,835,997
Vanguard Group Inc	2,552,858	Sept 29, 2023	5.98%	701,423,289
Blackrock Inc.	2,375,205	Sept 29, 2023	5.56%	652,611,348
Morgan Stanley	1,957,310	Sept 29, 2023	4.58%	537,790,514
BAMCO Inc.	1,326,608	Sept 29, 2023	3.11%	364,498,827
Bank of America Corporation	1,279,554	Sept 29, 2023	3.00%	351,570,269
Kayne Anderson Rudnick Investment Management LLC	1,252,661	Sept 29, 2023	2.93%	344,181,148
Massachusetts Financial Services Co.	1,007,748	Sept 29, 2023	2.36%	276,888,850
State Street Corporation	713,506	Sept 29, 2023	1.67%	196,042,915
Price (T.Rowe) Associates Inc	693,688	Sept 29, 2023	1.62%	190,597,721

Holder	Shares	Date Reported	% Out	Value
Eaton Vance Atlanta Capital SMID-Cap Fd	1,434,185	Sept 29, 2023	3.36%	394,056,684
Baron Growth Fund	925,000	Sept 29, 2023	2.17%	254,153,009
Virtus Equity Tr-Virtus KAR Small Cap Growth Fd	814,690	Sept 29, 2023	1.91%	223,844,232
iShares Core S&P Midcap ETF	813,177	Sept 29, 2023	1.90%	223,428,520
Vanguard Total Stock Market Index Fund	796,161	Sept 29, 2023	1.86%	218,753,204
Vanguard Small-Cap Index Fund	658,588	Sept 29, 2023	1.54%	180,953,645
MFS Mid Cap Growth Fund	560,449	Aug 30, 2023	1.31%	153,988,972
Vanguard Small-Cap Growth Index Fund	368,182	Sept 29, 2023	0.86%	101,161,689
Vanguard Extended Market Index Fund	362,797	Sept 29, 2023	0.85%	99,682,107
Wasatch Core Growth Fund	307,713	Sept 29, 2023	0.72%	84,547,226