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Morningstar, Inc. (MORN)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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299.77-0.20 (-0.07%)
At close: 04:00PM EDT
299.77 0.00 (0.00%)
After hours: 04:20PM EDT

Major Holders

Currency in USD
Breakdown
40.24%% of Shares Held by All Insider
61.12%% of Shares Held by Institutions
102.27%% of Float Held by Institutions
514Number of Institutions Holding Shares

Top Institutional Holders

HolderSharesDate Reported% OutValue
Select Equity Group, Inc.2,594,894Mar 30, 20246.07%777,871,345
Vanguard Group Inc2,580,713Mar 30, 20246.04%773,620,307
Blackrock Inc.2,447,222Mar 30, 20245.73%733,603,712
Morgan Stanley1,936,979Mar 30, 20244.53%580,648,173
Bank of America Corporation1,699,151Mar 30, 20243.98%509,354,476
BAMCO Inc.1,308,671Mar 30, 20243.06%392,300,291
Kayne Anderson Rudnick Investment Management LLC1,226,820Mar 30, 20242.87%367,763,817
Massachusetts Financial Services Co.1,094,680Mar 30, 20242.56%328,152,211
Wellington Management Group, LLP790,041Mar 30, 20241.85%236,830,581
State Street Corporation771,444Mar 30, 20241.80%231,255,759

Top Mutual Fund Holders

HolderSharesDate Reported% OutValue
Eaton Vance Atlanta Capital SMID-Cap Fd1,434,185Dec 30, 20233.36%429,925,621
Baron Growth Fund925,000Dec 30, 20232.16%277,287,239
Virtus Equity Tr-Virtus KAR Small Cap Growth Fd814,690Dec 30, 20231.91%244,219,612
iShares Core S&P Midcap ETF810,920Mar 30, 20241.90%243,089,479
Vanguard Total Stock Market Index Fund803,733Dec 30, 20231.88%240,935,032
MFS Mid Cap Growth Fund734,555Feb 28, 20241.72%220,197,544
Vanguard Small-Cap Index Fund652,284Dec 30, 20231.53%195,535,167
Vanguard Extended Market Index Fund385,447Dec 30, 20230.90%115,545,442
Price (T.Rowe) Mid-Cap Value Fund378,404Dec 30, 20230.89%113,434,162
Vanguard Small-Cap Growth Index Fund363,842Dec 30, 20230.85%109,068,912