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Morningstar, Inc. (MORN)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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215.82-1.35 (-0.62%)
At close: 04:00PM EDT
215.82 0.00 (0.00%)
After hours: 04:01PM EDT

Major Holders

Currency in USD
Breakdown
40.83%% of Shares Held by All Insider
57.00%% of Shares Held by Institutions
96.33%% of Float Held by Institutions
442Number of Institutions Holding Shares

Top Institutional Holders

HolderSharesDate Reported% OutValue
Select Equity Group, Inc.4,097,822Jun 29, 20229.65%884,391,974
Vanguard Group, Inc. (The)2,408,379Jun 29, 20225.67%519,776,373
Bank of America Corporation1,886,016Jun 29, 20224.44%407,039,986
BAMCO Inc.1,155,415Jun 29, 20222.72%249,361,673
Blackrock Inc.1,063,077Jun 29, 20222.50%229,433,285
Atlanta Capital Management Company LLC1,027,035Jun 29, 20222.42%221,654,701
Kayne Anderson Rudnick Investment Management LLC1,020,854Jun 29, 20222.40%220,320,717
FMR, LLC819,418Jun 29, 20221.93%176,846,798
JP Morgan Chase & Company787,356Jun 29, 20221.85%169,927,177
Wasatch Advisors Inc697,915Jun 29, 20221.64%150,624,020

Top Mutual Fund Holders

HolderSharesDate Reported% OutValue
Baron Growth Fund950,000Jun 29, 20222.24%205,029,006
Eaton Vance Atlanta Capital SMID-Cap Fd805,942Jun 29, 20221.90%173,938,408
Vanguard Total Stock Market Index Fund755,294Jun 29, 20221.78%163,007,556
Virtus Equity Tr-Virtus KAR Small Cap Growth Fd753,942Jun 29, 20221.77%162,715,767
Vanguard Small-Cap Index Fund646,862Jun 29, 20221.52%139,605,761
Vanguard Small-Cap Growth Index Fund382,176Jun 29, 20220.90%82,481,227
Wasatch Core Growth Fund379,222Jun 29, 20220.89%81,843,694
MFS Mid Cap Growth Fund332,885May 30, 20220.78%71,843,243
Vanguard Extended Market Index Fund312,495Jun 29, 20220.74%67,442,673
JP Morgan Small Cap Equity Fund275,823Jun 29, 20220.65%59,528,121
JP Morgan Mid Cap Growth Fund209,735Jun 29, 20220.49%45,265,009
Fidelity Series International Small Cap Fund191,100May 30, 20220.45%41,243,203
Artisan Small Cap Fund178,901Mar 30, 20220.42%38,610,415
Fidelity Capital Appreciation Fund168,995Jun 29, 20220.40%36,472,502
BNY Mellon Small/Mid Cap Growth Fund160,908Jun 29, 20220.38%34,727,165