Morningstar, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/07/2025 | 2.61 M | $605.62 M | -0.89% | 6.14% |
| BLACKROCK, INC. | 11/12/2025 | 2.39 M | $555.62 M | -4.95% | 5.63% |
| SELECT EQUITY GROUP, L.P. | 11/14/2025 | 2.10 M | $488.08 M | 88.96% | 4.95% |
| MORGAN STANLEY | 11/14/2025 | 1.96 M | $454.50 M | -5.50% | 4.61% |
| BAMCO INC /NY/ | 11/14/2025 | 1.41 M | $328.13 M | 9.19% | 3.33% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 11/13/2025 | 765.46 K | $177.60 M | -9.79% | 1.80% |
| STATE STREET CORP | 11/14/2025 | 763.22 K | $177.08 M | -2.67% | 1.80% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 615.80 K | $142.89 M | -1.78% | 1.45% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 612.83 K | $142.18 M | -21.52% | 1.44% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 608.24 K | $141.12 M | 106.91% | 1.43% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 460.77 K | $106.90 M | 73.76% | 1.08% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 10/29/2025 | 451.24 K | $104.69 M | -29.51% | 1.06% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 420.13 K | $97.48 M | 26.69% | 0.99% |
| WASATCH ADVISORS LP | 11/14/2025 | 371.88 K | $86.28 M | -42.33% | 0.88% |
| LIONTRUST INVESTMENT PARTNERS LLP | 11/24/2025 | 371.16 K | $86.11 M | -5.27% | 0.87% |
| JPMORGAN CHASE & CO | 11/26/2025 | 318.48 K | $73.89 M | 34.76% | 0.75% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 298.74 K | $69.31 M | -63.17% | 0.70% |
| INVESCO LTD. | 11/13/2025 | 296.30 K | $68.75 M | 5.47% | 0.70% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/13/2025 | 290.62 K | $67.43 M | 50.10% | 0.68% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 286.18 K | $66.40 M | 78.12% | 0.67% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2025 | 200.44 K | $46.50 M | 44.27% | 0.47% |
| DF DENT & CO INC | 11/14/2025 | 199.59 K | $46.31 M | 129.38% | 0.47% |
| FMR LLC | 11/13/2025 | 193.44 K | $44.88 M | -29.34% | 0.46% |
| NORTHERN TRUST CORP | 11/14/2025 | 191.98 K | $44.54 M | -7.87% | 0.45% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 11/14/2025 | 187.13 K | $43.42 M | 362.79% | 0.44% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 183.65 K | $42.61 M | -7.52% | 0.43% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 181.44 K | $42.10 M | -6.25% | 0.43% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 11/13/2025 | 168.24 K | $39.39 M | 0.80% | 0.40% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 160.80 K | $37.31 M | 13.08% | 0.38% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 159.58 K | $37.03 M | -82.50% | 0.38% |
| UBS GROUP AG | 11/13/2025 | 156.74 K | $36.37 M | 171.62% | 0.37% |
| M&G PLC | 11/07/2025 | 155.13 K | $35.99 M | -5.34% | 0.37% |
| ROYCE & ASSOCIATES LP | 11/12/2025 | 139.38 K | $32.34 M | 7.86% | 0.33% |
| COLONY GROUP, LLC | 11/14/2025 | 128.86 K | $29.90 M | 2,899.42% | 0.30% |
| JANE STREET GROUP, LLC | 11/14/2025 | 124.60 K | $28.91 M | 262.20% | 0.29% |
| NUVEEN, LLC | 11/12/2025 | 113.29 K | $26.29 M | 4.09% | 0.27% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 110.89 K | $25.73 M | 6.48% | 0.26% |
| AMERICAN CAPITAL MANAGEMENT INC | 11/14/2025 | 99.20 K | $23.01 M | 1.76% | 0.23% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 98.46 K | $22.84 M | -73.92% | 0.23% |
| HRT FINANCIAL LP | 11/14/2025 | 98.27 K | $22.80 M | 209.30% | 0.23% |
| PRINCIPAL FINANCIAL GROUP INC | 11/04/2025 | 91.16 K | $21.15 M | 32.02% | 0.21% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 11/14/2025 | 90.76 K | $21.06 M | 118.39% | 0.21% |
| PREMIER FUND MANAGERS LTD | 11/10/2025 | 90.59 K | $21.20 M | -54.89% | 0.21% |
| NORDEA INVESTMENT MANAGEMENT AB | 10/27/2025 | 88.11 K | $20.39 M | 46.41% | 0.21% |
| COPELAND CAPITAL MANAGEMENT, LLC | 10/17/2025 | 87.90 K | $20.39 M | -5.09% | 0.21% |
| CITADEL ADVISORS LLC | 11/14/2025 | 84.32 K | $19.56 M | 77.33% | 0.20% |
| SEI INVESTMENTS CO | 11/13/2025 | 82.93 K | $19.24 M | -40.90% | 0.20% |
| UBS ASSET MANAGEMENT AMERICAS INC | 11/14/2025 | 74.75 K | $17.34 M | -43.09% | 0.18% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 73.24 K | $16.99 M | -14.68% | 0.17% |
| CHICAGO CAPITAL, LLC | 10/22/2025 | 70.04 K | $16.25 M | 24.15% | 0.16% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Morningstar, Inc. institutional Ownership - FAQ's
During the previous two years, 653 institutional investors and hedge funds held shares of Morningstar, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 2.61 M
BlackRock, Inc.: 2.39 M
Select Equity Group, L.P.: 2.1 M
MORGAN STANLEY: 1.96 M
BAMCO INC /NY/: 1.41 M
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC: 765,463
58.57% of Morningstar, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 31.90 M shares in the last 24 months. This purchase volume represents approximately $6.92 B in transactions.