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Morningstar, Inc. (MORN)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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313.77+2.17 (+0.70%)
At close: 04:00PM EDT
313.77 0.00 (0.00%)
After hours: 04:09PM EDT
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Major Holders

Currency in USD
Breakdown
39.78%% of Shares Held by All Insider
61.28%% of Shares Held by Institutions
101.76%% of Float Held by Institutions
526Number of Institutions Holding Shares

Top Institutional Holders

HolderSharesDate Reported% OutValue
Vanguard Group Inc2,738,173Jun 29, 20246.39%859,156,512
Blackrock Inc.2,536,665Jun 29, 20245.92%795,929,349
Select Equity Group, Inc.2,434,338Jun 29, 20245.68%763,822,207
Morgan Stanley2,020,233Jun 29, 20244.72%633,888,486
Bank of America Corporation1,526,590Jun 29, 20243.56%478,998,127
BAMCO Inc.1,306,937Jun 29, 20243.05%410,077,608
Kayne Anderson Rudnick Investment Management LLC1,129,104Jun 29, 20242.64%354,278,949
Massachusetts Financial Services Co.1,099,502Jun 29, 20242.57%344,990,730
Wellington Management Group, LLP945,354Jun 29, 20242.21%296,623,714
State Street Corporation775,595Jun 29, 20241.81%243,358,434

Top Mutual Fund Holders

HolderSharesDate Reported% OutValue
Eaton Vance Atlanta Capital SMID-Cap Fd1,523,889Jun 29, 20243.56%478,150,634
Baron Growth Fund925,000Jun 29, 20242.16%290,237,239
iShares Core S&P Midcap ETF817,613Jul 30, 20241.91%256,542,422
Vanguard Total Stock Market Index Fund805,810Mar 30, 20241.88%252,838,994
Virtus Equity Tr-Virtus KAR Small Cap Growth Fd751,690Jun 29, 20241.75%235,857,763
MFS Mid Cap Growth Fund724,975May 30, 20241.69%227,475,397
Vanguard Small-Cap Index Fund698,829Jun 29, 20241.63%219,271,567
Vanguard Small-Cap Growth Index Fund392,929Jun 29, 20240.92%123,289,328
Vanguard Extended Market Index Fund390,282Mar 30, 20240.91%122,458,778
Price (T.Rowe) Mid-Cap Value Fund359,221Jun 29, 20240.84%112,712,769