MORN

Morningstar, Inc.
$181.08+1.63 (+0.91%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Shares Held

2.1939041678833152e+289B

Total Value

$4.767573640003309e+250T

% of Float

1.0144318565322234e+293%

Price History

$154.01$205.20$256.39$307.59$358.78Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1VANGUARD GROUP INC2,193,904$476.8M0.01%Share
2MORGAN STANLEY1,678,833$364.0M0.02%Share
3Select Equity Group, L.P.1,522,492$330.9M1.43%Share
4BlackRock, Inc.1,376,909$299.0M0.01%Share
5BAMCO INC /NY/1,241,794$269.9M0.73%Share
6AQR CAPITAL MANAGEMENT LLC891,571$193.0M0.10%Share
7WELLINGTON MANAGEMENT GROUP LLP888,090$192.0M0.03%Share
8STATE STREET CORP746,907$162.0M0.01%Share
9BlackRock, Inc.688,584$149.0M0.00%Share
10GEODE CAPITAL MANAGEMENT, LLC516,887$112.0M0.01%Share
11DIMENSIONAL FUND ADVISORS LP414,233$90.0M0.02%Share
12TWO SIGMA INVESTMENTS, LP382,454$83.0M0.12%Share
13JANE STREET GROUP, LLC367,686$79.0M0.01%Share
14TWO SIGMA ADVISERS, LP354,200$76.0M0.15%Share
15MILLENNIUM MANAGEMENT LLC343,833$74.0M0.03%Share
16WASATCH ADVISORS LP336,065$73.0M0.43%Share
17RENAISSANCE TECHNOLOGIES LLC323,770$70.0M0.11%Share
18JPMORGAN CHASE & CO308,162$66.0M0.00%Share
19UBS Group AG292,108$63.5M0.01%Share
20NORGES BANK286,994$62.0M0.01%Share
21ARROWSTREET CAPITAL, LIMITED PARTNERSHIP285,098$61.0M0.04%Share
22Invesco Ltd.247,084$53.7M0.01%Share
23Qube Research & Technologies Ltd242,288$52.0M0.05%Share
24VOLORIDGE INVESTMENT MANAGEMENT, LLC226,605$49.0M0.17%Share
25MASSACHUSETTS FINANCIAL SERVICES CO /MA/219,680$47.7M0.02%Share
26CHARLES SCHWAB INVESTMENT MANAGEMENT INC189,925$41.0M0.01%Share
27Quantinno Capital Management LP188,764$41.0M0.08%Share
28NORTHERN TRUST CORP152,452$33.0M0.00%Share
29M&G Plc156,247$33.0M0.17%Share
30SCHRODER INVESTMENT MANAGEMENT GROUP150,872$32.0M0.02%Share
31VANGUARD GROUP INC146,416$31.8M0.00%Share
32ROYCE & ASSOCIATES LP143,011$31.1M0.32%Share
33DF DENT & CO INC145,591$31.0M0.45%Share
34Point72 Asset Management, L.P.145,917$31.0M0.03%Share
35FMR LLC140,640$30.0M0.00%Share
36Focus Partners Wealth136,904$29.0M0.03%Share
37HRT FINANCIAL LP128,956$28.0M0.09%Share
38AMERICAN CAPITAL MANAGEMENT INC113,064$24.6M1.08%Share
39KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC111,237$24.2M0.06%Share
40BlackRock, Inc.111,560$24.0M0.00%Share
41MASSACHUSETTS FINANCIAL SERVICES CO /MA/108,752$23.6M0.01%Share
42MORGAN STANLEY107,654$23.0M0.00%Share
43Bank of New York Mellon Corp101,843$22.0M0.00%Share
44Gotham Asset Management, LLC100,283$21.0M0.08%Share
45WELLINGTON MANAGEMENT GROUP LLP96,888$21.0M0.00%Share
46MORGAN STANLEY99,307$21.0M0.00%Share
47PRINCIPAL FINANCIAL GROUP INC87,547$19.0M0.01%Share
48WELLINGTON MANAGEMENT GROUP LLP91,635$19.0M0.00%Share
49ENVESTNET ASSET MANAGEMENT INC85,973$18.0M0.01%Share
50BANK OF AMERICA CORP /DE/80,335$17.0M0.00%Share