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Morningstar, Inc. (MORN)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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241.58+3.45 (+1.45%)
At close: 04:00PM EDT
241.58 0.00 (0.00%)
After hours: 04:02PM EDT

Major Holders

Currency in USD
Breakdown
41.35%% of Shares Held by All Insider
54.51%% of Shares Held by Institutions
92.95%% of Float Held by Institutions
454Number of Institutions Holding Shares

Top Institutional Holders

HolderSharesDate Reported% OutValue
Select Equity Group, Inc.4,137,319Mar 30, 20229.68%1,130,191,431
Vanguard Group, Inc. (The)2,403,202Mar 30, 20225.62%656,482,690
Bank of America Corporation1,352,449Mar 30, 20223.17%369,448,493
BAMCO Inc.1,165,415Mar 30, 20222.73%318,356,415
Kayne Anderson Rudnick Investment Management LLC1,077,819Mar 30, 20222.52%294,427,816
Blackrock Inc.1,069,710Mar 30, 20222.50%292,212,680
Atlanta Capital Management Company LLC1,023,386Mar 30, 20222.39%279,558,353
FMR, LLC830,476Mar 30, 20221.94%226,861,128
Wasatch Advisors Inc779,437Mar 30, 20221.82%212,918,805
JP Morgan Chase & Company733,609Mar 30, 20221.72%200,399,970

Top Mutual Fund Holders

HolderSharesDate Reported% OutValue
Baron Growth Fund980,000Dec 30, 20212.29%335,150,200
Virtus Equity Tr-Virtus KAR Small Cap Growth Fd907,942Dec 30, 20212.12%310,507,084
Eaton Vance Atlanta Capital SMID-Cap Fd812,532Dec 30, 20211.90%277,877,818
Vanguard Total Stock Market Index Fund673,642Dec 30, 20211.58%230,378,827
Vanguard Small-Cap Index Fund597,186Dec 30, 20211.40%204,231,640
Wasatch Core Growth Fund426,513Mar 30, 20221.00%116,510,556
Vanguard Small-Cap Growth Index Fund371,803Dec 30, 20210.87%127,152,907
Vanguard Extended Market Index Fund312,939Dec 30, 20210.73%107,022,008
MFS Mid Cap Growth Fund301,079Feb 27, 20220.70%84,497,821
JP Morgan Small Cap Equity Fund235,852Dec 30, 20210.55%80,659,025