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

Top Institutional Holders

HolderSharesDate Reported% OutValue
Select Equity Group, Inc.4,097,822Jun 29, 20229.65%1,049,329,309
Vanguard Group, Inc. (The)2,408,379Jun 29, 20225.67%616,713,628
Bank of America Corporation1,886,016Jun 29, 20224.44%482,952,130
BAMCO Inc.1,155,415Jun 29, 20222.72%295,867,127
Blackrock Inc.1,063,077Jun 29, 20222.50%272,222,135
Atlanta Capital Management Company LLC1,027,035Jun 29, 20222.42%262,992,859
Kayne Anderson Rudnick Investment Management LLC1,020,854Jun 29, 20222.40%261,410,091
FMR, LLC819,418Jun 29, 20221.93%209,828,373
JP Morgan Chase & Company787,356Jun 29, 20221.85%201,618,256
Wasatch Advisors Inc697,915Jun 29, 20221.64%178,715,099

Top Mutual Fund Holders

HolderSharesDate Reported% OutValue
Baron Growth Fund960,000Mar 30, 20222.26%245,827,207
Eaton Vance Atlanta Capital SMID-Cap Fd805,942Mar 30, 20221.90%206,377,573
Virtus Equity Tr-Virtus KAR Small Cap Growth Fd794,942Mar 30, 20221.87%203,560,803
Vanguard Total Stock Market Index Fund745,931Mar 30, 20221.76%191,010,556
Vanguard Small-Cap Index Fund648,486Mar 30, 20221.53%166,057,814
Wasatch Core Growth Fund426,513Mar 30, 20221.00%109,217,187
Vanguard Small-Cap Growth Index Fund391,132Mar 30, 20220.92%100,157,174
MFS Mid Cap Growth Fund332,885May 30, 20220.78%85,241,864
Vanguard Extended Market Index Fund316,452Mar 30, 20220.74%81,033,865
JP Morgan Small Cap Equity Fund239,502Mar 30, 20220.56%61,329,278
JP Morgan Mid Cap Growth Fund194,900Mar 30, 20220.46%49,908,044
Fidelity Series International Small Cap Fund191,100May 30, 20220.45%48,934,978
Artisan Small Cap Fund178,901Mar 30, 20220.42%45,811,180
BNY Mellon Small/Mid Cap Growth Fund170,251Mar 30, 20220.40%43,596,174
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