Canada markets open in 8 hours 42 minutes

Morningstar, Inc. (MORN)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
Add to watchlist
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
Breakdown
43.45%% of Shares Held by All Insider
62.53%% of Shares Held by Institutions
110.58%% of Float Held by Institutions
435Number of Institutions Holding Shares

Top Institutional Holders

HolderSharesDate Reported% OutValue
Select Equity Group, Inc.3,598,908Sept 29, 20238.43%988,835,997
Vanguard Group Inc2,552,858Sept 29, 20235.98%701,423,289
Blackrock Inc.2,375,205Sept 29, 20235.56%652,611,348
Morgan Stanley1,957,310Sept 29, 20234.58%537,790,514
BAMCO Inc.1,326,608Sept 29, 20233.11%364,498,827
Bank of America Corporation1,279,554Sept 29, 20233.00%351,570,269
Kayne Anderson Rudnick Investment Management LLC1,252,661Sept 29, 20232.93%344,181,148
Massachusetts Financial Services Co.1,007,748Sept 29, 20232.36%276,888,850
State Street Corporation713,506Sept 29, 20231.67%196,042,915
Price (T.Rowe) Associates Inc693,688Sept 29, 20231.62%190,597,721

Top Mutual Fund Holders

HolderSharesDate Reported% OutValue
Eaton Vance Atlanta Capital SMID-Cap Fd1,434,185Sept 29, 20233.36%394,056,684
Baron Growth Fund925,000Sept 29, 20232.17%254,153,009
Virtus Equity Tr-Virtus KAR Small Cap Growth Fd814,690Sept 29, 20231.91%223,844,232
iShares Core S&P Midcap ETF813,177Sept 29, 20231.90%223,428,520
Vanguard Total Stock Market Index Fund796,161Sept 29, 20231.86%218,753,204
Vanguard Small-Cap Index Fund658,588Sept 29, 20231.54%180,953,645
MFS Mid Cap Growth Fund560,449Aug 30, 20231.31%153,988,972
Vanguard Small-Cap Growth Index Fund368,182Sept 29, 20230.86%101,161,689
Vanguard Extended Market Index Fund362,797Sept 29, 20230.85%99,682,107
Wasatch Core Growth Fund307,713Sept 29, 20230.72%84,547,226