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
FMR, LLC2,066,780Sep 29, 20194.83%302,039,229
Vanguard Group, Inc. (The)1,827,216Sep 29, 20194.27%267,029,346
Kayne Anderson Rudnick Investment Management LLC1,745,173Sep 29, 20194.08%255,039,582
Atlanta Capital Management Company LLC1,599,196Sep 29, 20193.74%233,706,503
BAMCO Inc.1,455,705Sep 29, 20193.40%212,736,728
Blackrock Inc.909,283Sep 29, 20192.12%132,882,617
JP Morgan Chase & Company687,598Sep 29, 20191.61%100,485,571
Renaissance Technologies, LLC665,870Sep 29, 20191.56%97,310,241
Royce & Associates LP514,988Sep 29, 20191.20%75,260,346
Mawer Investment Management Limited513,600Sep 29, 20191.20%75,057,504

Top Mutual Fund Holders

HolderSharesDate Reported% OutValue
Virtus Equity Tr-Virtus KAR Small Cap Growth Fd1,440,828Jun 29, 20193.37%208,401,361
Baron Growth Fund1,150,000Jun 29, 20192.69%166,336,000
Eaton Vance Atlanta Capital SMID-Cap Fd1,101,713Jun 29, 20192.57%159,351,768
Vanguard Total Stock Market Index Fund525,459Jun 29, 20191.23%76,002,389
Vanguard Small-Cap Index Fund491,156Jun 29, 20191.15%71,040,803
JP Morgan Small Cap Equity Fund418,732Aug 30, 20190.98%67,658,716
Fidelity Puritan Fund Inc403,003Aug 30, 20190.94%65,117,224
Royce Premier Fund330,647Jun 29, 20190.77%47,824,782
Vanguard Small-Cap Growth Index Fund281,228Jun 29, 20190.66%40,676,817
Fidelity Small Cap Growth Fund264,566Jul 30, 20190.62%40,208,740