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Morningstar, Inc. (MORN)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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243.39-4.99 (-2.01%)
At close: 04:00PM EST
238.53 -4.86 (-2.00%)
After hours: 06:02PM EST

Major Holders

Currency in USD
Breakdown
40.27%% of Shares Held by All Insider
57.52%% of Shares Held by Institutions
96.31%% of Float Held by Institutions
430Number of Institutions Holding Shares

Top Institutional Holders

HolderSharesDate Reported% OutValue
Select Equity Group, Inc.4,005,018Sept 29, 20229.44%974,781,328
Vanguard Group, Inc. (The)2,439,021Sept 29, 20225.75%593,633,319
Bank of America Corporation2,112,724Sept 29, 20224.98%514,215,893
BAMCO Inc.1,150,415Sept 29, 20222.71%279,999,506
Blackrock Inc.1,052,474Sept 29, 20222.48%256,161,646
Atlanta Capital Management Company LLC1,029,605Sept 29, 20222.43%250,595,560
Kayne Anderson Rudnick Investment Management LLC1,003,530Sept 29, 20222.36%244,249,166
JP Morgan Chase & Company795,328Sept 29, 20221.87%193,574,881
Wasatch Advisors Inc647,337Sept 29, 20221.53%157,555,352
FMR, LLC599,143Sept 29, 20221.41%145,825,414

Top Mutual Fund Holders

HolderSharesDate Reported% OutValue
Baron Growth Fund945,000Sept 29, 20222.23%230,003,549
Eaton Vance Atlanta Capital SMID-Cap Fd805,942Sept 29, 20221.90%196,158,222
Vanguard Total Stock Market Index Fund756,754Sept 29, 20221.78%184,186,355
Virtus Equity Tr-Virtus KAR Small Cap Growth Fd744,068Sept 29, 20221.75%181,098,710
Vanguard Small-Cap Index Fund647,224Sept 29, 20221.52%157,527,848
MFS Mid Cap Growth Fund419,498Nov 29, 20220.99%102,101,617
Vanguard Small-Cap Growth Index Fund374,001Sept 29, 20220.88%91,028,103
Wasatch Core Growth Fund367,316Sept 29, 20220.87%89,401,041
Vanguard Extended Market Index Fund337,362Sept 29, 20220.79%82,110,536
JP Morgan Small Cap Equity Fund279,493Sept 29, 20220.66%68,025,801