Security key
617700109
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 39,550,589
- Total 13F shares
- 25,646,601
- Share change
- +724,606
- Total reported value
- $8,049,221,242
- Put/Call ratio
- 28%
- Price per share
- $313.93
- Number of holders
- 475
- Value change
- +$231,389,873
- Number of buys
- 247
- Number of sells
- 207
Report period
Q2 2025
Institutions
475
Top holders
10
MORN full security history
Newer quarter: Q3 2025
Previous quarter: Q1 2025
Morningstar, Inc. SEC filings
Morningstar, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 617700109
Recent filing periods:
Top shareholders of MORN - Morningstar, Inc. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. |
13F
|
Company |
6.8%
|
2,704,022
|
$810,855,011 | — | 31 Mar 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
6.7%
|
2,660,458
|
$797,791,540 | — | 31 Mar 2025 | |
| MORGAN STANLEY |
13F
|
Company |
5.3%
|
2,101,105
|
$630,058,938 | — | 31 Mar 2025 | |
| BAMCO INC /NY/ |
13F
|
Company |
3.3%
|
1,299,508
|
$389,683,464 | — | 31 Mar 2025 | |
| Select Equity Group, L.P. |
13F
|
Company |
3%
|
1,172,567
|
$351,617,666 | — | 31 Mar 2025 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
2.7%
|
1,079,805
|
$323,801,125 | — | 31 Mar 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
2.3%
|
916,435
|
$274,811,422 | — | 31 Mar 2025 | |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
13F
|
Company |
2.3%
|
910,156
|
$272,928,518 | — | 31 Mar 2025 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
2.2%
|
862,259
|
$258,565,605 | — | 31 Mar 2025 | |
| STATE STREET CORP |
13F
|
Company |
2.1%
|
850,005
|
$254,890,999 | — | 31 Mar 2025 | |
| WASATCH ADVISORS LP |
13F
|
Company |
1.7%
|
664,245
|
$199,187,148 | — | 31 Mar 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.6%
|
615,533
|
$184,624,104 | — | 31 Mar 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
1.4%
|
540,795
|
$162,168,197 | — | 31 Mar 2025 | |
| FMR LLC |
13F
|
Company |
1.1%
|
419,980
|
$125,939,491 | — | 31 Mar 2025 | |
| NORGES BANK |
13F
|
Company |
0.84%
|
331,673
|
$99,458,783 | — | 31 Mar 2025 | |
| Liontrust Investment Partners LLP |
13F
|
Company |
0.82%
|
322,920
|
$96,834,020 | — | 31 Mar 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.8%
|
317,127
|
$95,085,406 | — | 31 Mar 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.68%
|
270,177
|
$81,017,830 | — | 31 Mar 2025 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
0.64%
|
255,057
|
$76,902,235 | — | 31 Mar 2025 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.59%
|
235,270
|
$70,550,415 | — | 31 Mar 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.55%
|
217,616
|
$65,256,509 | — | 31 Mar 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.51%
|
200,763
|
$60,202,800 | — | 31 Mar 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.5%
|
196,465
|
$58,913,960 | — | 31 Mar 2025 | |
| Premier Fund Managers Ltd |
13F
|
Company |
0.43%
|
170,068
|
$50,341,000 | — | 31 Mar 2025 | |
| M&G Plc |
13F
|
Company |
0.43%
|
168,677
|
$50,603,100 | — | 31 Mar 2025 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
0.41%
|
162,936
|
$48,859,618 | — | 31 Mar 2025 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.35%
|
139,069
|
$41,703,897 | — | 31 Mar 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.35%
|
137,920
|
$41,358,141 | — | 31 Mar 2025 | |
| ROYCE & ASSOCIATES LP |
13F
|
Company |
0.35%
|
137,533
|
$41,242,021 | — | 31 Mar 2025 | |
| AMERICAN CAPITAL MANAGEMENT INC |
13F
|
Company |
0.32%
|
128,075
|
$38,405,850 | — | 31 Mar 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.32%
|
127,617
|
$38,268,510 | — | 31 Mar 2025 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.29%
|
113,152
|
$33,930,890 | — | 31 Mar 2025 | |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
13F
|
Company |
0.28%
|
110,570
|
$32,740,883 | — | 31 Mar 2025 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.28%
|
109,257
|
$32,762,896 | — | 31 Mar 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.27%
|
107,782
|
$32,320,588 | — | 31 Mar 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.27%
|
106,294
|
$31,874,347 | — | 31 Mar 2025 | |
| UBS Group AG |
13F
|
Company |
0.27%
|
105,250
|
$31,561,317 | — | 31 Mar 2025 | |
| Copeland Capital Management, LLC |
13F
|
Company |
0.26%
|
103,384
|
$31,002,020 | — | 31 Mar 2025 | |
| Praesidium Investment Management Company, LLC |
13F
|
Company |
0.26%
|
101,472
|
$30,428,409 | — | 31 Mar 2025 | |
| TWO SIGMA ADVISERS, LP |
13F
|
Company |
0.23%
|
91,700
|
$27,498,079 | — | 31 Mar 2025 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.22%
|
87,483
|
$26,233,527 | — | 31 Mar 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.21%
|
84,538
|
$25,350,231 | — | 31 Mar 2025 | |
| DF DENT & CO INC |
13F
|
Company |
0.21%
|
82,963
|
$24,878,119 | — | 31 Mar 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.19%
|
76,646
|
$22,983,836 | — | 31 Mar 2025 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.19%
|
76,327
|
$22,888,204 | — | 31 Mar 2025 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.19%
|
76,177
|
$22,843,134 | — | 31 Mar 2025 | |
| CAPTRUST FINANCIAL ADVISORS |
13F
|
Company |
0.19%
|
73,612
|
$22,073,946 | — | 31 Mar 2025 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.18%
|
69,456
|
$20,827,769 | — | 31 Mar 2025 | |
| Squarepoint Ops LLC |
13F
|
Company |
0.16%
|
64,031
|
$19,200,976 | — | 31 Mar 2025 | |
| CONFLUENCE INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.16%
|
62,103
|
$18,622,623 | — | 31 Mar 2025 |
Institutional Holders of Morningstar, Inc. - Common Stock (MORN) as of Q2 2025
As of 30 Jun 2025,
Morningstar, Inc. - Common Stock (MORN) was held by
475 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
25,646,601 shares.
The 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 page lists
477
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
458
Q2 2025 holders
475
Holder diff
17
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 Value $ | Q2 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.