Security key
617700109
Morningstar, Inc. - Common Stock, no par value (MORN)
CUSIP: 617700109
Q1 2026 13F Holders as of 31 Mar 2026
- Security type / class
- Equity / Common Stock, no par value
- Total 13F shares
- 23,590,077
- Total 13F value
- $3,988,486,279
- Share change
- -515,529
- Put/Call ratio
- 203%
- SEC-reported price per share
- $169.05
- Number of holders
- 447
- Value change
- -$153,316,436
- Number of buys
- 232
- Number of sells
- 263
- Shares outstanding
- 37,067,155
Holder snapshot
7 signals
Open additional details 1 more signal available
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q1 2026
Institutions
447
Top holders
10
MORN full security history
Ownership snapshot
Full 13F holder table
Morningstar, Inc. SEC filings
Morningstar, Inc. company facts
Broader feeds
Ownership snapshot
Top reported holders of MORN - Morningstar, Inc. - Common Stock, no par value (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.
Comparable stake leader
VANGUARD GROUP INC
Disclosed value leader
VANGUARD GROUP INC
Comparable rows
0/15
Latest evidence
31 Dec 2025
13F
Highest disclosed value: $515,973,040
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
VANGUARD GROUP INC has the largest disclosed position value at $515.97M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens VANGUARD GROUP INC's linked filing trail.
Disclosed position value
Top 5
VANGUARD GROUP INC
$515.97M
BlackRock, Inc.
$513.55M
MORGAN STANLEY
$435.99M
Select Equity Group, L.P.
$330.85M
BAMCO INC /NY/
$269.85M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| VANGUARD GROUP INC |
13F
Company
|
—
denominator unverified
|
$515,973,040
2,374,364 shares
|
— | 31 Dec 2025 |
| BlackRock, Inc. |
13F
Company
|
—
denominator unverified
|
$513,547,210
2,363,201 shares
|
— | 31 Dec 2025 |
| MORGAN STANLEY |
13F
Company
|
—
denominator unverified
|
$435,994,970
2,006,325 shares
|
— | 31 Dec 2025 |
| Select Equity Group, L.P. |
13F
Company
|
—
denominator unverified
|
$330,852,737
1,522,492 shares
|
— | 31 Dec 2025 |
| BAMCO INC /NY/ |
13F
Company
|
—
denominator unverified
|
$269,854,254
1,241,794 shares
|
— | 31 Dec 2025 |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
Company
|
—
denominator unverified
|
$246,910,447
1,136,213 shares
|
— | 31 Dec 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 Q1 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
447
Shares
23,590,077
Rows available
447
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-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 did not pass the local price check.
Compare Q1 2026 vs Q1 2026 Across Filers
Q1 2026 holders
447
Q1 2026 holders
447
Holder diff
0
| Investor | Q1 2026 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q1 2026 value | Q1 2026 value | Value change | Value Chg % |
|---|