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Morningstar, Inc. (MORN)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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298.00+8.00 (+2.76%)
At close: 4:00PM EDT

Major Holders

Currency in USD
Breakdown
43.21%% of Shares Held by All Insider
52.59%% of Shares Held by Institutions
92.61%% of Float Held by Institutions
405Number of Institutions Holding Shares

Top Institutional Holders

HolderSharesDate Reported% OutValue
Select Equity Group, Inc.3,636,995Jun. 29, 20218.45%935,107,784
Vanguard Group, Inc. (The)2,364,436Jun. 29, 20215.49%607,920,139
Kayne Anderson Rudnick Investment Management LLC1,356,976Jun. 29, 20213.15%348,892,099
BAMCO Inc.1,215,209Jun. 29, 20212.82%312,442,385
Atlanta Capital Management Company LLC1,107,771Jun. 29, 20212.57%284,819,001
Blackrock Inc.1,050,231Jun. 29, 20212.44%270,024,892
Wasatch Advisors Inc814,106Jun. 29, 20211.89%209,314,793
FMR, LLC745,053Jun. 29, 20211.73%191,560,576
JP Morgan Chase & Company553,596Jun. 29, 20211.29%142,335,067
Renaissance Technologies, LLC475,570Jun. 29, 20211.10%122,273,802

Top Mutual Fund Holders

HolderSharesDate Reported% OutValue
Virtus Equity Tr-Virtus KAR Small Cap Growth Fd1,059,942Jun. 29, 20212.46%272,521,687
Baron Growth Fund990,000Jun. 29, 20212.30%254,538,900
Eaton Vance Atlanta Capital SMID-Cap Fd872,445Jun. 29, 20212.03%224,314,333
Vanguard Total Stock Market Index Fund668,207Jun. 29, 20211.55%171,802,701
Vanguard Small-Cap Index Fund587,691Jun. 29, 20211.36%151,101,233
Wasatch Core Growth Fund431,029Jun. 29, 20211.00%110,821,866
JP Morgan Small Cap Equity Fund371,494Jun. 29, 20210.86%95,514,822
Vanguard Small-Cap Growth Index Fund371,158Jun. 29, 20210.86%95,428,433
Vanguard Extended Market Index Fund303,896Jun. 29, 20210.71%78,134,700
Vanguard Specialized-Dividend Appreciation Index Fund262,669Jul. 30, 20210.61%66,358,069