$177.01
+0.74 (+0.42%)
Market Cap
$7.4B
Shares Outstanding
39,583,761
Institutional Holders
458
Total Inst. Value
$29.3B
% of Float Held
115.7%
QoQ Holder Change
+154
Institutional data as of Q1 2025
New Positions
99
Closed Positions
51
Increased
167
Decreased
127
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NICHOLAS COMPANY, INC. | $17.0B | 56,585 |
| 2 | CANADA PENSION PLAN INVESTMENT BOARDNew | $5.8B | 19,400 |
| 3 | BlackRock, Inc. | $810.9M | 2,704,022 |
| 4 | VANGUARD GROUP INC | $797.8M | 2,660,458 |
| 5 | MORGAN STANLEY | $630.1M | 2,101,105 |
| 6 | BAMCO INC /NY/ | $389.7M | 1,299,508 |
| 7 | Select Equity Group, L.P. | $351.6M | 1,172,567 |
| 8 | WELLINGTON MANAGEMENT GROUP LLP | $323.8M | 1,079,805 |
| 9 | BANK OF AMERICA CORP /DE/ | $274.8M | 916,435 |
| 10 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $272.9M | 910,156 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| CANADA PENSION PLAN INVESTMENT BOARDNew | +19K | $5.8B |
| BlackRock, Inc. | +36K | $810.9M |
| MORGAN STANLEY | +44K | $630.1M |
| STATE STREET CORP | +8K | $254.9M |
| GEODE CAPITAL MANAGEMENT, LLC | +54K | $184.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ | -621K | $14.2M |
| BANK OF AMERICA CORP /DE/ | -387K | $274.8M |
| Select Equity Group, L.P. | -202K | $351.6M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | -154K | $823K |
| VANGUARD GROUP INC | -143K | $797.8M |
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Frequently Asked Questions
How many institutional investors hold MORN?
As of Q1 2025, 458 institutional investors report holding MORN (Morningstar, Inc.) in their 13F filings.
What percentage of Morningstar, Inc. is owned by institutions?
Institutional investors hold approximately 115.7% of Morningstar, Inc.'s float as reported in SEC 13F filings.
Which hedge fund owns the most MORN?
The largest institutional holder of MORN is NICHOLAS COMPANY, INC. with $17.0B in shares.
Are institutions buying or selling MORN?
This quarter, 99 institutions opened new positions in MORN and 51 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.