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Morningstar, Inc. (MORN)

NasdaqGS - NasdaqGS Real-time price. Currency in USD
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298.98+4.95 (+1.68%)
At close: 04:00PM EDT
298.98 0.00 (0.00%)
After hours: 04:05PM 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
100.84%% of float held by institutions
494Number of institutions holding shares

Top institutional holders

HolderSharesDate reported% outValue
Select Equity Group, Inc.2,984,02730 Dec 20236.98%892,164,425
Vanguard Group Inc2,576,67030 Dec 20236.03%770,372,824
Blackrock Inc.2,392,04330 Dec 20235.60%715,173,042
Morgan Stanley1,936,05530 Dec 20234.53%578,841,745
BAMCO Inc.1,322,45130 Dec 20233.09%395,386,414
Bank of America Corporation1,292,30830 Dec 20233.02%386,374,260
Kayne Anderson Rudnick Investment Management LLC1,246,56930 Dec 20232.92%372,699,213
Massachusetts Financial Services Co.1,075,73130 Dec 20232.52%321,622,066
State Street Corporation741,53530 Dec 20231.73%221,704,142
Price (T.Rowe) Associates Inc711,63230 Dec 20231.66%212,763,743

Top mutual fund holders

HolderSharesDate reported% outValue
Eaton Vance Atlanta Capital SMID-Cap Fd1,434,18530 Dec 20233.36%428,792,647
Baron Growth Fund925,00030 Dec 20232.16%276,556,510
Virtus Equity Tr-Virtus KAR Small Cap Growth Fd814,69030 Dec 20231.91%243,576,025
iShares Core S&P Midcap ETF810,92030 Mar 20241.90%242,448,870
Vanguard Total Stock Market Index Fund803,73330 Dec 20231.88%240,300,101
MFS Mid Cap Growth Fund734,55528 Feb 20241.72%219,617,261
Vanguard Small-Cap Index Fund652,28430 Dec 20231.53%195,019,877
Vanguard Extended Market Index Fund385,44730 Dec 20230.90%115,240,948
Price (T.Rowe) Mid-Cap Value Fund378,40430 Dec 20230.89%113,135,232
Vanguard Small-Cap Growth Index Fund363,84230 Dec 20230.85%108,781,485