Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / Common Stock, no par value
-
Shares outstanding
-
39,550,589
-
Total 13F shares
-
24,163,930
-
Share change
-
-571,886
-
Total reported value
-
$5,250,924,203
-
Put/Call ratio
-
31%
-
Price per share
-
$217.31
-
Number of holders
-
462
-
Value change
-
-$130,763,367
-
Number of buys
-
221
-
Number of sells
-
246
Institutional Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q4 2025
As of 31 Dec 2025,
Morningstar, Inc. - Common Stock, no par value (MORN) was held by
462 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
24,163,930 shares.
The largest 10 holders included
VANGUARD GROUP INC, BlackRock, Inc., MORGAN STANLEY, Select Equity Group, L.P., BAMCO INC /NY/, WELLINGTON MANAGEMENT GROUP LLP, AQR CAPITAL MANAGEMENT LLC, STATE STREET CORP, GEODE CAPITAL MANAGEMENT, LLC, and DIMENSIONAL FUND ADVISORS LP.
This page lists
462
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| 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.