Morningstar, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/13/2024 | 2.75 M | $878.22 M | 0.51% | 6.41% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 2.58 M | $822.33 M | 100.00% | 6.01% |
| MORGAN STANLEY | 11/14/2024 | 2.08 M | $662.66 M | 2.79% | 4.84% |
| SELECT EQUITY GROUP, L.P. | 11/14/2024 | 1.76 M | $561.43 M | -27.73% | 4.10% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 1.56 M | $496.74 M | 1.97% | 3.63% |
| BAMCO INC /NY/ | 11/14/2024 | 1.31 M | $416.64 M | -0.10% | 3.04% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 11/12/2024 | 1.20 M | $383.49 M | 9.30% | 2.80% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 11/13/2024 | 1.04 M | $332.87 M | -7.62% | 2.43% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2024 | 950,512 | $303.33 M | 0.55% | 2.22% |
| STATE STREET CORP | 11/14/2024 | 804,293 | $256.67 M | 3.70% | 1.87% |
| WASATCH ADVISORS LP | 11/14/2024 | 696,023 | $222.11 M | 13.93% | 1.62% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 685,192 | $218.66 M | 0.07% | 1.60% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 497,411 | $158.77 M | 2.14% | 1.16% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 495,106 | $158.00 M | 54.63% | 1.15% |
| LIONTRUST INVESTMENT PARTNERS LLP | 10/16/2024 | 402,775 | $119.16 M | 0.00% | 0.94% |
| FMR LLC | 11/13/2024 | 400,520 | $127.81 M | 10.87% | 0.93% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 291,859 | $93.13 M | 7.27% | 0.68% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 282,862 | $90.27 M | -13.74% | 0.66% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/18/2024 | 273,398 | $87.25 M | -3.23% | 0.64% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 215,655 | $68.82 M | 26.41% | 0.50% |
| JPMORGAN CHASE & CO | 12/26/2024 | 202,140 | $64.51 M | -17.16% | 0.47% |
| AMUNDI | 11/13/2024 | 192,776 | $64.63 M | 0.40% | 0.45% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 191,765 | $61.20 M | 2.70% | 0.45% |
| ROYCE & ASSOCIATES LP | 11/06/2024 | 191,290 | $61.04 M | -1.17% | 0.45% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 183,470 | $58.55 M | 3.73% | 0.43% |
| M&G PLC | 10/31/2024 | 182,808 | $58.32 M | 5.61% | 0.43% |
| AMERICAN CAPITAL MANAGEMENT INC | 11/14/2024 | 144,231 | $46.03 M | -0.41% | 0.34% |
| SEI INVESTMENTS CO | 11/12/2024 | 135,055 | $43.10 M | 5.50% | 0.31% |
| CITADEL ADVISORS LLC | 11/14/2024 | 118,070 | $37.68 M | 37.43% | 0.28% |
| INVESCO LTD. | 11/12/2024 | 117,140 | $37.38 M | 160.48% | 0.27% |
| COPELAND CAPITAL MANAGEMENT, LLC | 10/21/2024 | 107,032 | $34.16 M | 1.97% | 0.25% |
| PRAESIDIUM INVESTMENT MANAGEMENT COMPANY, LLC | 11/14/2024 | 98,766 | $31.52 M | 0.00% | 0.23% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 88,576 | $28.27 M | -1.39% | 0.21% |
| DF DENT & CO INC | 11/15/2024 | 88,378 | $28.20 M | 61.32% | 0.21% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 84,845 | $27.08 M | -22.83% | 0.20% |
| RHUMBLINE ADVISERS | 11/12/2024 | 77,233 | $24.65 M | 1.96% | 0.18% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 76,996 | $24.57 M | 5.48% | 0.18% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 71,494 | $22.82 M | -0.60% | 0.17% |
| PARNASSUS INVESTMENTS, LLC | 11/08/2024 | 71,034 | $22.67 M | 0.00% | 0.17% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 10/31/2024 | 64,432 | $20.56 M | -0.84% | 0.15% |
| BOSTON FINANCIAL MANGEMENT LLC | 10/25/2024 | 61,625 | $19.67 M | 100.00% | 0.14% |
| CHICAGO CAPITAL, LLC | 10/18/2024 | 58,196 | $18.57 M | -0.42% | 0.14% |
| NORDEA INVESTMENT MANAGEMENT AB | 11/05/2024 | 55,542 | $17.57 M | -5.01% | 0.13% |
| SWISS NATIONAL BANK | 11/07/2024 | 54,200 | $17.30 M | -0.91% | 0.13% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 51,062 | $16.29 M | 5.54% | 0.12% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 11/13/2024 | 48,065 | $15.34 M | -2.64% | 0.11% |
| CI INVESTMENTS INC. | 11/12/2024 | 42,546 | $13.58 M | -6.72% | 0.10% |
| TOWNSQUARE CAPITAL LLC | 11/13/2024 | 41,959 | $13.39 M | -1.08% | 0.10% |
| CONGRESS ASSET MANAGEMENT CO /MA | 10/28/2024 | 41,627 | $13.28 M | 16.88% | 0.10% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 11/14/2024 | 41,423 | $13.22 M | 2,479.27% | 0.10% |
Morningstar, Inc.institutional Ownership - FAQ's
During the previous two years, 495 institutional investors and hedge funds held shares of Morningstar, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 2.75 M
BlackRock Funding, Inc. /DE: 2.58 M
MORGAN STANLEY: 2.08 M
Select Equity Group, L.P.: 1.76 M
BANK OF AMERICA CORP /DE/: 1.56 M
BAMCO INC /NY/: 1.31 M
59.51% of Morningstar, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 31.79 M shares in the last 24 months. This purchase volume represents approximately $10.52 B in transactions.