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Morningstar, Inc. (MORN)

NasdaqGS - NasdaqGS Real-time price. Currency in USD
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287.34+4.69 (+1.66%)
At close: 04:00PM EDT
287.34 0.00 (0.00%)
After hours: 04:01PM EDT
Insider roster
Insider transactions

Major holders

Currency in USD
Breakdown
40.38%% of shares held by all insiders
60.12%% of shares held by institutions
100.83%% of float held by institutions
493Number of institutions holding shares

Top institutional holders

HolderSharesDate reported% outValue
Select Equity Group, Inc.2,984,02730 Dec 20236.98%857,430,307
Vanguard Group Inc2,576,67030 Dec 20236.03%740,380,348
Blackrock Inc.2,392,04330 Dec 20235.60%687,329,626
Morgan Stanley1,936,05530 Dec 20234.53%556,306,036
BAMCO Inc.1,322,45130 Dec 20233.09%379,993,065
Bank of America Corporation1,292,30830 Dec 20233.02%371,331,775
Kayne Anderson Rudnick Investment Management LLC1,246,56930 Dec 20232.92%358,189,131
Massachusetts Financial Services Co.1,075,73130 Dec 20232.52%309,100,541
State Street Corporation741,53530 Dec 20231.73%213,072,664
Price (T.Rowe) Associates Inc711,63230 Dec 20231.66%204,480,336

Top mutual fund holders

HolderSharesDate reported% outValue
Eaton Vance Atlanta Capital SMID-Cap Fd1,434,18530 Dec 20233.36%412,098,712
Baron Growth Fund925,00030 Dec 20232.16%265,789,496
Virtus Equity Tr-Virtus KAR Small Cap Growth Fd814,69030 Dec 20231.91%234,093,021
iShares Core S&P Midcap ETF810,92030 Mar 20241.90%233,009,749
Vanguard Total Stock Market Index Fund803,73330 Dec 20231.88%230,944,637
MFS Mid Cap Growth Fund734,55528 Feb 20241.72%211,067,031
Vanguard Small-Cap Index Fund652,28430 Dec 20231.53%187,427,282
Vanguard Extended Market Index Fund385,44730 Dec 20230.90%110,754,339
Price (T.Rowe) Mid-Cap Value Fund378,40430 Dec 20230.89%108,730,603
Vanguard Small-Cap Growth Index Fund363,84230 Dec 20230.85%104,546,358