NasdaqGS - Nasdaq Real Time Price • USD
Morningstar, Inc. (MORN)
As of 11:33 AM EDT. Market Open.
Major Holders
| Breakdown | |
|---|---|
| 40.38% | % of Shares Held by All Insider |
| 60.43% | % of Shares Held by Institutions |
| 101.37% | % of Float Held by Institutions |
| 491 | Number of Institutions Holding Shares |
Top Institutional Holders
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| Select Equity Group, Inc. | 2.98M | Dec 31, 2023 | 6.98% | 865,710,963 |
| Vanguard Group Inc | 2.58M | Dec 31, 2023 | 6.03% | 747,530,591 |
| Blackrock Inc. | 2.39M | Dec 31, 2023 | 5.60% | 693,967,531 |
| Morgan Stanley | 1.94M | Dec 31, 2023 | 4.53% | 561,678,577 |
| BAMCO Inc. | 1.32M | Dec 31, 2023 | 3.09% | 383,662,858 |
| Bank of America Corporation | 1.29M | Dec 31, 2023 | 3.02% | 374,917,922 |
| Kayne Anderson Rudnick Investment Management LLC | 1.25M | Dec 31, 2023 | 2.92% | 361,648,353 |
| Massachusetts Financial Services Co. | 1.08M | Dec 31, 2023 | 2.52% | 312,085,688 |
| State Street Corporation | 741.53k | Dec 31, 2023 | 1.73% | 215,130,419 |
| Price (T.Rowe) Associates Inc | 711.63k | Dec 31, 2023 | 1.66% | 206,455,110 |
Top Mutual Fund Holders
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| Eaton Vance Atlanta Capital SMID-Cap Fd | 1.43M | Dec 31, 2023 | 3.36% | 416,078,567 |
| Baron Growth Fund | 925k | Dec 31, 2023 | 2.16% | 268,356,365 |
| Virtus Equity Tr-Virtus KAR Small Cap Growth Fd | 814.69k | Dec 31, 2023 | 1.91% | 236,353,781 |
| iShares Core S&P Midcap ETF | 810.92k | Mar 31, 2024 | 1.90% | 235,260,047 |
| Vanguard Total Stock Market Index Fund | 803.73k | Dec 31, 2023 | 1.88% | 233,174,991 |
| MFS Mid Cap Growth Fund | 734.55k | Feb 29, 2024 | 1.72% | 213,105,416 |
| Vanguard Small-Cap Index Fund | 652.28k | Dec 31, 2023 | 1.53% | 189,237,366 |
| Vanguard Extended Market Index Fund | 385.45k | Dec 31, 2023 | 0.90% | 111,823,952 |
| Price (T.Rowe) Mid-Cap Value Fund | 378.4k | Dec 31, 2023 | 0.89% | 109,780,672 |
| Vanguard Small-Cap Growth Index Fund | 363.84k | Dec 31, 2023 | 0.85% | 105,556,018 |
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