Morningstar, Inc. - Common Stock, no par value (MORN)

CUSIP: 617700109

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
24,217,122
Share change
-563,650
Total reported value
$5,262,430,881
Put/Call ratio
31%
Price per share
$217.31
Number of holders
470
Value change
-$128,958,263
Number of buys
224
Number of sells
248

Quarterly Holders Quick Answers

What is CUSIP 617700109?
CUSIP 617700109 identifies MORN - Morningstar, Inc. - Common Stock, no par value in SEC institutional holdings data.

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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 470 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 24,217,122 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 470 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.