Morningstar Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 01/29/2026 | 2.37 M | $515.97 M | -9.04% | 5.67% |
| BLACKROCK, INC. | 02/12/2026 | 2.36 M | $513.55 M | -1.32% | 5.64% |
| MORGAN STANLEY | 02/13/2026 | 2.01 M | $435.99 M | 2.42% | 4.79% |
| BAMCO INC /NY/ | 02/17/2026 | 1.24 M | $269.85 M | -12.20% | 2.96% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 900.30 K | $195.64 M | 48.02% | 2.15% |
| STATE STREET CORP | 02/13/2026 | 746.91 K | $162.31 M | -2.14% | 1.78% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 596.98 K | $129.75 M | -3.06% | 1.42% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 471.97 K | $102.57 M | 12.34% | 1.11% |
| JANE STREET GROUP, LLC | 02/12/2026 | 424.27 K | $92.20 M | 240.51% | 1.01% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 382.45 K | $83.11 M | 33.64% | 0.91% |
| JPMORGAN CHASE & CO | 02/11/2026 | 365.56 K | $79.44 M | 14.78% | 0.86% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 01/22/2026 | 361.69 K | $78.60 M | -19.85% | 0.85% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 354.20 K | $76.97 M | 120.27% | 0.85% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 343.83 K | $74.72 M | 15.09% | 0.82% |
| WASATCH ADVISORS LP | 02/12/2026 | 336.07 K | $73.03 M | -9.63% | 0.79% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 323.77 K | $70.36 M | -29.73% | 0.77% |
| UBS GROUP AG | 01/29/2026 | 295.35 K | $64.18 M | 88.43% | 0.70% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 285.10 K | $61.95 M | -1.90% | 0.70% |
| NORGES BANK | 02/10/2026 | 286.99 K | $62.37 M | 100.00% | 0.68% |
| CI PRIVATE WEALTH, LLC | 02/19/2026 | 260.98 K | $9.30 M | 1,196.46% | 0.62% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 02/13/2026 | 187.93 K | $40.84 M | -75.45% | 0.46% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 189.93 K | $41.27 M | 4.68% | 0.45% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 169.96 K | $36.93 M | -7.46% | 0.40% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 164.31 K | $35.71 M | 2.96% | 0.39% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 02/13/2026 | 150.87 K | $32.89 M | -10.32% | 0.37% |
| M&G PLC | 02/12/2026 | 156.25 K | $33.91 M | 0.72% | 0.37% |
| COLONY GROUP, LLC | 02/13/2026 | 136.90 K | $29.75 M | 6.25% | 0.34% |
| ROYCE & ASSOCIATES LP | 02/09/2026 | 143.01 K | $31.08 M | 2.61% | 0.34% |
| HRT FINANCIAL LP | 02/12/2026 | 128.96 K | $28.02 M | 31.22% | 0.31% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 113.82 K | $24.73 M | 15.61% | 0.27% |
| COPELAND CAPITAL MANAGEMENT, LLC | 01/29/2026 | 105.28 K | $22.88 M | 19.77% | 0.25% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 88.07 K | $19.14 M | -3.38% | 0.21% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 85.97 K | $18.68 M | -22.47% | 0.21% |
| NORDEA INVESTMENT MANAGEMENT AB | 01/08/2026 | 76.52 K | $16.67 M | -13.15% | 0.18% |
| CONGRESS ASSET MANAGEMENT CO /MA | 01/09/2026 | 74.54 K | $16.20 M | 12.74% | 0.18% |
| NUVEEN, LLC | 02/12/2026 | 71.09 K | $15.45 M | -37.25% | 0.17% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 01/05/2026 | 71.03 K | $15.44 M | 17.92% | 0.17% |
| CHICAGO CAPITAL, LLC | 01/26/2026 | 69.04 K | $15.00 M | -1.43% | 0.16% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 69.03 K | $15.00 M | -7.65% | 0.16% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 64.18 K | $13.95 M | 583.44% | 0.16% |
| RHUMBLINE ADVISERS | 02/13/2026 | 63.23 K | $13.74 M | -3.10% | 0.15% |
| CAPITAL FUND MANAGEMENT S.A. | 02/17/2026 | 61.21 K | $13.30 M | 99.31% | 0.15% |
| SEI INVESTMENTS CO | 02/13/2026 | 59.27 K | $12.88 M | -28.53% | 0.14% |
| MEEDER ASSET MANAGEMENT INC | 02/11/2026 | 57.70 K | $12.54 M | 3.41% | 0.14% |
| PREMIER FUND MANAGERS LTD | 02/03/2026 | 56.27 K | $12.26 M | -37.88% | 0.13% |
| BARLOW WEALTH PARTNERS, INC. | 01/15/2026 | 55.53 K | $12.04 M | -3.38% | 0.13% |
| IEQ CAPITAL, LLC | 02/13/2026 | 51.61 K | $11.21 M | 673.83% | 0.12% |
| JUMP FINANCIAL, LLC | 02/17/2026 | 50.47 K | $10.97 M | 51.70% | 0.12% |
| SWISS NATIONAL BANK | 02/12/2026 | 50.00 K | $10.87 M | -6.19% | 0.12% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 48.27 K | $10.49 M | 10.51% | 0.12% |
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Morningstar Inc institutional Ownership - FAQ's
During the previous two years, 596 institutional investors and hedge funds held shares of Morningstar Inc. The most heavily invested institutionals were:
VANGUARD GROUP INC: 2.37 M
BlackRock, Inc.: 2.36 M
MORGAN STANLEY: 2.01 M
BAMCO INC /NY/: 1.24 M
AQR CAPITAL MANAGEMENT LLC: 900,297
STATE STREET CORP: 746,907
36.27% of Morningstar Inc stock is owned by institutional investors.
Institutional investors have bought a total of 26.28 M shares in the last 24 months. This purchase volume represents approximately $4.25 B in transactions.