Unlock stock picks and a broker-level newsfeed that powers Wall Street. Upgrade Now
NasdaqGS - Delayed Quote USD

Morningstar, Inc. (MORN)

Compare
322.58
-4.47
(-1.37%)
At close: February 21 at 4:00:02 PM EST
322.58
0.00
(0.00%)
After hours: February 21 at 4:18:02 PM EST

Major Holders

Breakdown
44.84% % of Shares Held by All Insider
60.72% % of Shares Held by Institutions
110.09% % of Float Held by Institutions
585 Number of Institutions Holding Shares

Top Institutional Holders

HolderSharesDate Reported% OutValue
Vanguard Group Inc 2.8M Dec 31, 2024 6.54% 904,388,798
Blackrock Inc. 2.67M Dec 31, 2024 6.22% 860,563,726
Morgan Stanley 2.06M Dec 31, 2024 4.80% 663,518,000
Select Equity Group, Inc. 1.37M Dec 31, 2024 3.20% 443,365,223
BAMCO Inc. 1.31M Dec 31, 2024 3.04% 421,016,882
Bank of America Corporation 1.3M Dec 31, 2024 3.04% 420,428,173
Wellington Management Group, LLP 1.08M Dec 31, 2024 2.52% 348,579,610
Massachusetts Financial Services Co. 1.02M Dec 31, 2024 2.37% 327,839,975
Kayne Anderson Rudnick Investment Management LLC 975.19k Dec 31, 2024 2.27% 314,577,744
State Street Corporation 841.63k Dec 31, 2024 1.96% 271,494,284

Top Mutual Fund Holders

HolderSharesDate Reported% OutValue
Eaton Vance Atlanta Capital SMID-Cap Fd 1.56M Sep 30, 2024 3.64% 503,282,198
Baron Growth Fund 925k Sep 30, 2024 2.16% 298,386,487
Vanguard Total Stock Market Index Fund 878.03k Sep 30, 2024 2.05% 283,235,228
iShares Core S&P Midcap ETF 867.04k Nov 30, 2024 2.02% 279,690,396
MFS Mid Cap Growth Fund 801.92k Nov 30, 2024 1.87% 258,682,697
Vanguard Small-Cap Index Fund 697.13k Sep 30, 2024 1.63% 224,880,508
Virtus Equity Tr-Virtus KAR Small Cap Growth Fd 682.79k Sep 30, 2024 1.59% 220,254,389
Vanguard Extended Market Index Fund 403.47k Sep 30, 2024 0.94% 130,152,314
Wasatch Core Growth Fund 404.26k Dec 31, 2024 0.94% 130,405,540
Vanguard Small-Cap Growth Index Fund 384.36k Sep 30, 2024 0.90% 123,986,521

Related Tickers