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Morningstar, Inc. (MORN)

NasdaqGS - NasdaqGS Real-time price. Currency in USD
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287.46-14.90 (-4.93%)
At close: 04:00PM EDT
284.00 -3.46 (-1.20%)
After hours: 04:22PM EDT
Insider roster
Insider transactions

Major holders

Currency in USD
Breakdown
40.38%% of shares held by all insiders
60.43%% of shares held by institutions
101.37%% of float held by institutions
491Number of institutions holding shares

Top institutional holders

HolderSharesDate reported% outValue
Select Equity Group, Inc.2,984,02730 Dec 20236.98%857,788,375
Vanguard Group Inc2,576,67030 Dec 20236.03%740,689,536
Blackrock Inc.2,392,04330 Dec 20235.60%687,616,660
Morgan Stanley1,936,05530 Dec 20234.53%556,538,353
BAMCO Inc.1,322,45130 Dec 20233.09%380,151,753
Bank of America Corporation1,292,30830 Dec 20233.02%371,486,846
Kayne Anderson Rudnick Investment Management LLC1,246,56930 Dec 20232.92%358,338,714
Massachusetts Financial Services Co.1,075,73130 Dec 20232.52%309,229,624
State Street Corporation741,53530 Dec 20231.73%213,161,644
Price (T.Rowe) Associates Inc711,63230 Dec 20231.66%204,565,728

Top mutual fund holders

HolderSharesDate reported% outValue
Eaton Vance Atlanta Capital SMID-Cap Fd1,434,18530 Dec 20233.36%412,270,807
Baron Growth Fund925,00030 Dec 20232.16%265,900,492
Virtus Equity Tr-Virtus KAR Small Cap Growth Fd814,69030 Dec 20231.91%234,190,780
iShares Core S&P Midcap ETF810,92030 Mar 20241.90%233,107,056
Vanguard Total Stock Market Index Fund803,73330 Dec 20231.88%231,041,081
MFS Mid Cap Growth Fund734,55528 Feb 20241.72%211,155,174
Vanguard Small-Cap Index Fund652,28430 Dec 20231.53%187,505,553
Vanguard Extended Market Index Fund385,44730 Dec 20230.90%110,800,591
Price (T.Rowe) Mid-Cap Value Fund378,40430 Dec 20230.89%108,776,010
Vanguard Small-Cap Growth Index Fund363,84230 Dec 20230.85%104,590,018