Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / Common Stock, no par value
-
Shares outstanding
-
41,737,780
-
Number of holders
-
475
-
Total 13F shares, excl. options
-
25,646,601
-
Shares change
-
+724,606
-
Total reported value, excl. options
-
$8,049,221,242
-
Value change
-
+$231,389,873
-
Put/Call ratio
-
28%
-
Number of buys
-
247
-
Number of sells
-
207
-
Price
-
$313.93
Institutional Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q2 2025
As of 30 Jun 2025 Morningstar, Inc. - Common Stock, no par value (MORN) had 531 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 25,646,601 shares of stock of the company.
Largest 10 holders included VANGUARD GROUP INC, BlackRock, Inc., MORGAN STANLEY, BAMCO INC /NY/, Select Equity Group, L.P., BANK OF AMERICA CORP /DE/, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, MILLENNIUM MANAGEMENT LLC, STATE STREET CORP, and WELLINGTON MANAGEMENT GROUP LLP.
This table shows 531 institutional shareholders of the security as of 30 Jun 2025.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.