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Morningstar, Inc. (MORN)

NasdaqGS - NasdaqGS Delayed Price. Currency in USD
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163.00-1.00 (-0.61%)
As of 12:58PM EDT. Market open.

Major Holders

Currency in USD
Breakdown
49.06%% of Shares Held by All Insider
46.74%% of Shares Held by Institutions
91.75%% of Float Held by Institutions
332Number of Institutions Holding Shares

Top Institutional Holders

HolderSharesDate Reported% OutValue
Vanguard Group, Inc. (The)1,937,895Mar 30, 20204.53%225,280,293
Kayne Anderson Rudnick Investment Management LLC1,781,969Mar 30, 20204.16%207,153,896
FMR, LLC1,723,281Mar 30, 20204.03%200,331,416
Atlanta Capital Management Company LLC1,587,517Mar 30, 20203.71%184,548,851
BAMCO Inc.1,364,284Mar 30, 20203.19%158,598,015
Blackrock Inc.888,702Mar 30, 20202.08%103,311,607
JP Morgan Chase & Company791,174Mar 30, 20201.85%91,973,977
Renaissance Technologies, LLC717,570Mar 30, 20201.68%83,417,512
Royce & Associates LP515,691Mar 30, 20201.21%59,949,078
Mawer Investment Management Limited510,000Mar 30, 20201.19%59,287,500

Top Mutual Fund Holders

HolderSharesDate Reported% OutValue
Virtus Equity Tr-Virtus KAR Small Cap Growth Fd1,440,828Mar 30, 20203.37%167,496,255
Baron Growth Fund1,120,000Mar 30, 20202.62%130,200,000
Eaton Vance Atlanta Capital SMID-Cap Fd1,101,713Mar 30, 20202.57%128,074,136
Parnassus Mid Cap Growth Fund706,205Mar 30, 20201.65%82,096,331
Vanguard Total Stock Market Index Fund629,573Mar 30, 20201.47%73,187,861
Vanguard Small-Cap Index Fund551,966Mar 30, 20201.29%64,166,047
JP Morgan Small Cap Equity Fund478,523May 30, 20201.12%73,367,146
Fidelity Puritan Fund Inc368,974May 30, 20200.86%56,571,093
Royce Premier Fund324,644Mar 30, 20200.76%37,739,865
Vanguard Small-Cap Growth Index Fund317,562Mar 30, 20200.74%36,916,582