MORN - Morningstar, Inc.

NasdaqGS - NasdaqGS Real Time Price. Currency in USD

Major Holders

Currency in USD
Breakdown
53.52%% of Shares Held by All Insider
42.38%% of Shares Held by Institutions
91.19%% of Float Held by Institutions
292Number of Institutions Holding Shares

Top Institutional Holders

HolderSharesDate Reported% OutValue
Atlanta Capital Management Company LLC1,891,233Mar 30, 20194.43%238,276,445
Vanguard Group, Inc. (The)1,674,726Mar 30, 20193.93%210,998,728
Kayne Anderson Rudnick Investment Management LLC1,642,872Mar 30, 20193.85%206,985,443
FMR, LLC1,554,353Mar 30, 20193.64%195,832,934
BAMCO Inc.1,457,280Mar 30, 20193.42%183,602,707
Blackrock Inc.816,394Mar 30, 20191.91%102,857,480
Renaissance Technologies, LLC696,270Mar 30, 20191.63%87,723,057
JP Morgan Chase & Company669,927Mar 30, 20191.57%84,404,102
Royce & Associates LP540,320Mar 30, 20191.27%68,074,916
Mawer Investment Management Limited387,300Mar 30, 20190.91%48,795,927

Top Mutual Fund Holders

HolderSharesDate Reported% OutValue
Eaton Vance Atlanta Capital SMID-Cap Fd1,504,420Sep 29, 20183.53%189,406,478
Virtus Equity Tr-Virtus KAR Small Cap Growth Fd1,440,828Sep 29, 20183.38%181,400,245
Baron Growth Fund1,150,000Sep 29, 20182.70%144,785,000
Vanguard Small-Cap Index Fund490,810Sep 29, 20181.15%61,792,979
Vanguard Total Stock Market Index Fund484,641Sep 29, 20181.14%61,016,301
JP Morgan Small Cap Equity Fund408,654Mar 30, 20190.96%51,486,317
Royce Premier Fund359,900Sep 29, 20180.84%45,311,410
Fidelity Small Cap Opportunities Fund290,238Jan 30, 20190.68%36,033,047
Vanguard Small-Cap Growth Index Fund284,067Sep 29, 20180.67%35,764,035
Fidelity Small Cap Growth Fund247,212Jan 30, 20190.58%30,691,369