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Morningstar, Inc. (MORN)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD

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256.07

-1.61

(-0.62%)

At close: 04:00PM EDT

259.56

+3.49

(+1.36%)

Pre-Market:

07:32AM EDT

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Major Holders

Currency in USD

41.12%	% of Shares Held by All Insider
56.89%	% of Shares Held by Institutions
96.62%	% of Float Held by Institutions
437	Number of Institutions Holding Shares

Holder	Shares	Date Reported	% Out	Value
Select Equity Group, Inc.	4,097,822	Jun 29, 2022	9.65%	1,049,329,309
Vanguard Group, Inc. (The)	2,408,379	Jun 29, 2022	5.67%	616,713,628
Bank of America Corporation	1,886,016	Jun 29, 2022	4.44%	482,952,130
BAMCO Inc.	1,155,415	Jun 29, 2022	2.72%	295,867,127
Blackrock Inc.	1,063,077	Jun 29, 2022	2.50%	272,222,135
Atlanta Capital Management Company LLC	1,027,035	Jun 29, 2022	2.42%	262,992,859
Kayne Anderson Rudnick Investment Management LLC	1,020,854	Jun 29, 2022	2.40%	261,410,091
FMR, LLC	819,418	Jun 29, 2022	1.93%	209,828,373
JP Morgan Chase & Company	787,356	Jun 29, 2022	1.85%	201,618,256
Wasatch Advisors Inc	697,915	Jun 29, 2022	1.64%	178,715,099

Holder	Shares	Date Reported	% Out	Value
Baron Growth Fund	960,000	Mar 30, 2022	2.26%	245,827,207
Eaton Vance Atlanta Capital SMID-Cap Fd	805,942	Mar 30, 2022	1.90%	206,377,573
Virtus Equity Tr-Virtus KAR Small Cap Growth Fd	794,942	Mar 30, 2022	1.87%	203,560,803
Vanguard Total Stock Market Index Fund	745,931	Mar 30, 2022	1.76%	191,010,556
Vanguard Small-Cap Index Fund	648,486	Mar 30, 2022	1.53%	166,057,814
Wasatch Core Growth Fund	426,513	Mar 30, 2022	1.00%	109,217,187
Vanguard Small-Cap Growth Index Fund	391,132	Mar 30, 2022	0.92%	100,157,174
MFS Mid Cap Growth Fund	332,885	May 30, 2022	0.78%	85,241,864
Vanguard Extended Market Index Fund	316,452	Mar 30, 2022	0.74%	81,033,865
JP Morgan Small Cap Equity Fund	239,502	Mar 30, 2022	0.56%	61,329,278
JP Morgan Mid Cap Growth Fund	194,900	Mar 30, 2022	0.46%	49,908,044
Fidelity Series International Small Cap Fund	191,100	May 30, 2022	0.45%	48,934,978
Artisan Small Cap Fund	178,901	Mar 30, 2022	0.42%	45,811,180
BNY Mellon Small/Mid Cap Growth Fund	170,251	Mar 30, 2022	0.40%	43,596,174

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