Recent Quarter Total Invested
$7.62 B
Recent Quarter Institutional Ownership Percentage
60.32%
Total Invested of Last Quarter
$7.83 B
Ownership Percentage of Last Quarter
59.46%
Morningstar, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 08/13/2024 | 2.74 M | $810.09 M | 6.10% | 6.41% |
| BLACKROCK INC. | 08/13/2024 | 2.54 M | $750.47 M | 3.65% | 5.94% |
| SELECT EQUITY GROUP, L.P. | 08/14/2024 | 2.43 M | $720.20 M | -6.19% | 5.70% |
| MORGAN STANLEY | 10/17/2024 | 2.02 M | $597.69 M | 4.30% | 4.73% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 1.53 M | $451.64 M | -10.16% | 3.58% |
| BAMCO INC /NY/ | 08/14/2024 | 1.31 M | $386.66 M | -0.13% | 3.06% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 08/13/2024 | 1.13 M | $334.05 M | -7.97% | 2.64% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 08/09/2024 | 1.10 M | $325.29 M | 0.44% | 2.57% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2024 | 945,354 | $279.68 M | 19.66% | 2.21% |
| STATE STREET CORP | 08/14/2024 | 775,595 | $229.46 M | 0.54% | 1.82% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2024 | 684,740 | $202.58 M | 0.00% | 1.60% |
| WASATCH ADVISORS LP | 08/14/2024 | 610,925 | $180.74 M | 8.69% | 1.43% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 486,974 | $144.73 M | 6.01% | 1.14% |
| LIONTRUST INVESTMENT PARTNERS LLP | 07/26/2024 | 402,775 | $119.16 M | -2.04% | 0.94% |
| FMR LLC | 08/13/2024 | 361,257 | $106.88 M | -19.27% | 0.85% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 327,902 | $97.01 M | -8.70% | 0.77% |
| NORGES BANK | 08/14/2024 | 324,445 | $95.99 M | 100.00% | 0.76% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 320,186 | $94.73 M | 153.99% | 0.75% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 07/26/2024 | 282,534 | $83.59 M | -3.07% | 0.66% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 272,075 | $80.49 M | 1.77% | 0.64% |
| JPMORGAN CHASE & CO | 08/12/2024 | 244,017 | $72.19 M | -7.29% | 0.57% |
| NORTHERN TRUST CORP | 08/14/2024 | 194,286 | $57.48 M | 13.31% | 0.46% |
| ROYCE & ASSOCIATES LP | 08/13/2024 | 193,561 | $57.27 M | -13.97% | 0.45% |
| AMUNDI | 08/14/2024 | 192,015 | $57.88 M | 1,280,000.00% | 0.45% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 186,720 | $55.24 M | 1.38% | 0.44% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 176,870 | $52.33 M | -5.16% | 0.41% |
| M&G PLC | 07/16/2024 | 173,105 | $51.24 M | 1.96% | 0.41% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 170,596 | $50.47 M | -20.19% | 0.40% |
| AMERICAN CAPITAL MANAGEMENT INC | 08/14/2024 | 144,823 | $42.85 M | 1.09% | 0.34% |
| SEI INVESTMENTS CO | 08/13/2024 | 128,016 | $37.87 M | 0.85% | 0.30% |
| PRINCIPAL FINANCIAL GROUP INC | 07/29/2024 | 109,940 | $32.53 M | -41.41% | 0.26% |
| COPELAND CAPITAL MANAGEMENT, LLC | 07/26/2024 | 104,968 | $31.05 M | 0.26% | 0.25% |
| PRAESIDIUM INVESTMENT MANAGEMENT COMPANY, LLC | 08/14/2024 | 98,766 | $29.22 M | -29.55% | 0.23% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 89,828 | $26.58 M | -11.98% | 0.21% |
| CITADEL ADVISORS LLC | 08/14/2024 | 85,910 | $25.42 M | 79,446.30% | 0.20% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/14/2024 | 82,474 | $24.40 M | 61.76% | 0.19% |
| CRAMER ROSENTHAL MCGLYNN LLC | 08/13/2024 | 79,646 | $23.56 M | -6.78% | 0.19% |
| RHUMBLINE ADVISERS | 08/01/2024 | 75,749 | $22.41 M | 1.16% | 0.18% |
| ENVESTNET ASSET MANAGEMENT INC | 08/08/2024 | 72,997 | $21.60 M | -9.67% | 0.17% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 71,924 | $21.28 M | -18.15% | 0.17% |
| PARNASSUS INVESTMENTS, LLC | 08/06/2024 | 71,034 | $21.02 M | -25.01% | 0.17% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 07/01/2024 | 64,975 | $19.22 M | -4.52% | 0.15% |
| NORDEA INVESTMENT MANAGEMENT AB | 08/08/2024 | 58,474 | $17.29 M | -10.27% | 0.14% |
| CHICAGO CAPITAL, LLC | 08/06/2024 | 58,442 | $17.29 M | -1.23% | 0.14% |
| DF DENT & CO INC | 08/14/2024 | 54,783 | $16.21 M | 16.14% | 0.13% |
| SWISS NATIONAL BANK | 08/08/2024 | 54,700 | $16.18 M | 8.10% | 0.13% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 08/14/2024 | 49,368 | $14.61 M | 6.36% | 0.12% |
| LEGAL & GENERAL GROUP PLC | 08/14/2024 | 48,380 | $14.31 M | 11.01% | 0.11% |
| CI INVESTMENTS INC. | 08/12/2024 | 45,609 | $13.49 M | 2.49% | 0.11% |
| INVESCO LTD. | 08/13/2024 | 44,970 | $13.30 M | 9.60% | 0.11% |
Morningstar, Inc.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of MORN shares?
During the previous two years, 196 institutional investors and hedge funds held shares of Morningstar, Inc.. The most heavily invested institutionals were:
Capula Management Ltd: 0
Triad Wealth Partners, LLC: 0
INNEALTA CAPITAL, LLC: 0
PINNACLE FINANCIAL PARTNERS INC: 0
Boit C F David: 0
Point72 (DIFC) Ltd: 0
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What percentage of Morningstar, Inc. stock is owned by institutional investors?
60.32% of Morningstar, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at MORN ?
Institutional investors have bought a total of 15.74 M shares in the last 24 months. This purchase volume represents approximately $5.26 B in transactions.