Security key
617700109
- Security type / class
- Equity / Common Stock
- Shares outstanding
- 39,550,589
- Total 13F shares
- 24,876,121
- Share change
- -760,135
- Total reported value
- $5,771,203,430
- Put/Call ratio
- 13%
- Reported price per share
- $232.01
- Number of holders
- 446
- Value change
- -$260,619,843
- Number of buys
- 209
- Number of sells
- 252
Security identity
Holder snapshot
Report period
Q3 2025
Institutions
446
Top holders
10
MORN full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q4 2025
Previous quarter: Q2 2025
Morningstar, Inc. SEC filings
Morningstar, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 617700109
Recent filing periods:
Ownership snapshot
Top reported holders of MORN - Morningstar, Inc. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Lead holder
VANGUARD GROUP INC
13D/G signal
—
Evidence rows
15
Latest as of
30 Jun 2025
13F
Lead comparable stake: 6.7%
Showing 1-6 of 15 holder rows.
Rank 1 holder
VANGUARD GROUP INC
13F
- Ownership
- 6.7%
- Position
- $826.83M
Rank 2 holder
BlackRock, Inc.
13F
- Ownership
- 6.4%
- Position
- $790.95M
Rank 3 holder
MORGAN STANLEY
13F
- Ownership
- 5.2%
- Position
- $650.77M
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| VANGUARD GROUP INC |
13F
Company
|
6.7%
|
$826,829,149
2,633,801 shares
|
— | 30 Jun 2025 |
| BlackRock, Inc. |
13F
Company
|
6.4%
|
$790,951,887
2,519,517 shares
|
— | 30 Jun 2025 |
| MORGAN STANLEY |
13F
Company
|
5.2%
|
$650,770,932
2,072,978 shares
|
— | 30 Jun 2025 |
| BAMCO INC /NY/ |
13F
Company
|
3.3%
|
$406,641,691
1,295,326 shares
|
— | 30 Jun 2025 |
| Select Equity Group, L.P. |
13F
Company
|
2.8%
|
$349,498,583
1,113,301 shares
|
— | 30 Jun 2025 |
| BANK OF AMERICA CORP /DE/ |
13F
Company
|
2.3%
|
$286,320,861
912,053 shares
|
— | 30 Jun 2025 |
How to read this table
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.
13F holder rows
Institutional holders as of Q3 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
446
Shares
24,876,121
Rows available
446
| Investor | Option | Weight % | Change % | Reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that failed the local validity check.
Compare Q3 2025 vs Q2 2025 Across Filers
Q2 2025 holders
475
Q3 2025 holders
446
Holder diff
-29
| Investor | Q2 2025 Shares | Q3 2025 Shares | Share Diff | Share Chg % | Q2 2025 value | Q3 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend