Morningstar, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/02/2025 | 2.70 M | $810.86 M | 1.36% | 6.32% |
| VANGUARD GROUP INC | 05/09/2025 | 2.66 M | $797.79 M | -5.11% | 6.22% |
| MORGAN STANLEY | 05/15/2025 | 2.10 M | $630.06 M | 2.15% | 4.91% |
| BAMCO INC /NY/ | 05/15/2025 | 1.30 M | $389.68 M | -0.43% | 3.04% |
| SELECT EQUITY GROUP, L.P. | 05/15/2025 | 1.17 M | $351.62 M | -14.69% | 2.74% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/13/2025 | 1.08 M | $323.80 M | -0.07% | 2.52% |
| BANK OF AMERICA CORP /DE/ | 05/15/2025 | 916.44 K | $274.81 M | -29.69% | 2.14% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 05/14/2025 | 910.16 K | $272.93 M | -6.67% | 2.13% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 05/02/2025 | 862.26 K | $258.57 M | -15.16% | 2.01% |
| STATE STREET CORP | 05/15/2025 | 850.01 K | $254.89 M | 0.99% | 1.99% |
| WASATCH ADVISORS LP | 05/15/2025 | 664.25 K | $199.19 M | -3.75% | 1.55% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 615.53 K | $184.62 M | 9.64% | 1.44% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2025 | 540.80 K | $162.17 M | 88.00% | 1.26% |
| FMR LLC | 05/12/2025 | 419.98 K | $125.94 M | 5.10% | 0.98% |
| LIONTRUST INVESTMENT PARTNERS LLP | 05/13/2025 | 322.92 K | $96.83 M | -3.21% | 0.75% |
| DIMENSIONAL FUND ADVISORS LP | 05/13/2025 | 317.13 K | $95.09 M | 3.97% | 0.74% |
| BANK OF NEW YORK MELLON CORP | 04/29/2025 | 270.18 K | $81.02 M | -6.20% | 0.63% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 04/24/2025 | 255.06 K | $76.90 M | -6.56% | 0.60% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2025 | 235.27 K | $70.55 M | 24.90% | 0.55% |
| NORTHERN TRUST CORP | 05/13/2025 | 217.62 K | $65.26 M | -5.45% | 0.51% |
| JPMORGAN CHASE & CO | 05/12/2025 | 200.76 K | $60.20 M | 5.30% | 0.47% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/09/2025 | 196.47 K | $58.91 M | 1.17% | 0.46% |
| PREMIER FUND MANAGERS LTD | 05/08/2025 | 170.07 K | $50.34 M | 13.38% | 0.40% |
| M&G PLC | 05/13/2025 | 168.68 K | $50.60 M | -4.52% | 0.39% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2025 | 162.94 K | $48.86 M | 39.08% | 0.38% |
| SEI INVESTMENTS CO | 05/14/2025 | 139.07 K | $41.70 M | 1.56% | 0.32% |
| GOLDMAN SACHS GROUP INC | 06/27/2025 | 137.92 K | $41.36 M | -40.68% | 0.32% |
| ROYCE & ASSOCIATES LP | 05/06/2025 | 137.53 K | $41.24 M | -19.42% | 0.32% |
| AMERICAN CAPITAL MANAGEMENT INC | 05/15/2025 | 128.08 K | $38.41 M | -0.48% | 0.30% |
| 05/12/2025 | 127.62 K | $38.27 M | 100.00% | 0.30% | |
| TWO SIGMA INVESTMENTS, LP | 05/15/2025 | 113.15 K | $33.93 M | 212.26% | 0.26% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 05/13/2025 | 110.57 K | $32.74 M | 10.37% | 0.26% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/19/2025 | 109.26 K | $32.76 M | 11.10% | 0.26% |
| CITADEL ADVISORS LLC | 05/15/2025 | 107.78 K | $32.32 M | 2.30% | 0.25% |
| ENVESTNET ASSET MANAGEMENT INC | 04/29/2025 | 106.29 K | $31.87 M | 12.92% | 0.25% |
| UBS GROUP AG | 05/13/2025 | 105.25 K | $31.56 M | -2.44% | 0.25% |
| COPELAND CAPITAL MANAGEMENT, LLC | 04/24/2025 | 103.38 K | $31.00 M | -1.91% | 0.24% |
| PRAESIDIUM INVESTMENT MANAGEMENT COMPANY, LLC | 05/15/2025 | 101.47 K | $30.43 M | 12.67% | 0.24% |
| TWO SIGMA ADVISERS, LP | 05/15/2025 | 91.70 K | $27.50 M | 345.15% | 0.21% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2025 | 87.48 K | $26.23 M | 108.29% | 0.20% |
| WELLS FARGO & COMPANY/MN | 05/13/2025 | 84.54 K | $25.35 M | -2.84% | 0.20% |
| DF DENT & CO INC | 05/15/2025 | 82.96 K | $24.88 M | -3.17% | 0.19% |
| INVESCO LTD. | 05/12/2025 | 76.65 K | $22.98 M | -60.53% | 0.18% |
| PRINCIPAL FINANCIAL GROUP INC | 04/28/2025 | 76.33 K | $22.89 M | -2.94% | 0.18% |
| RHUMBLINE ADVISERS | 05/29/2025 | 76.18 K | $22.84 M | -1.25% | 0.18% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2025 | 73.61 K | $22.07 M | 715.56% | 0.17% |
| FIRST TRUST ADVISORS LP | 05/14/2025 | 69.46 K | $20.83 M | 132.40% | 0.16% |
| SQUAREPOINT OPS LLC | 05/15/2025 | 64.03 K | $19.20 M | 498.25% | 0.15% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 04/01/2025 | 62.10 K | $18.62 M | -2.03% | 0.15% |
| POINT72 ASSET MANAGEMENT, L.P. | 05/15/2025 | 60.65 K | $18.19 M | 100.00% | 0.14% |
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Morningstar, Inc. institutional Ownership - FAQ's
During the previous two years, 578 institutional investors and hedge funds held shares of Morningstar, Inc.. The most heavily invested institutionals were:
WEBSTER BANK, N. A.: 0
BAKER TILLY WEALTH MANAGEMENT, LLC: 0
Global Financial Private Client, LLC: 0
GATEWAY INVESTMENT ADVISERS LLC: 0
FIRST HAWAIIAN BANK: 0
BlackRock, Inc.: 2.7 M
58.19% of Morningstar, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 31.55 M shares in the last 24 months. This purchase volume represents approximately $9.27 B in transactions.