Morningstar Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BAMCO INC /NY/ | 08/14/2026 | 3.50 M | $545.94 M | 360.71% | 9.26% |
| BLACKROCK, INC. | 08/07/2026 | 2.08 M | $324.79 M | -10.97% | 5.51% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 1.49 M | $232.94 M | -10.19% | 3.95% |
| MORGAN STANLEY | 08/13/2026 | 1.48 M | $231.56 M | -14.24% | 3.93% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 1.30 M | $203.51 M | 109.16% | 3.45% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 950.08 K | $148.23 M | -9.67% | 2.51% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 894.41 K | $139.55 M | -9.61% | 2.37% |
| STATE STREET CORP | 08/07/2026 | 716.47 K | $111.78 M | -2.60% | 1.90% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 578.32 K | $90.24 M | -3.49% | 1.53% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 561.86 K | $87.66 M | 8.52% | 1.49% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 08/13/2026 | 557.96 K | $87.05 M | -13.55% | 1.48% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 484.25 K | $75.55 M | -43.66% | 1.28% |
| JANE STREET GROUP, LLC | 08/14/2026 | 431.30 K | $67.29 M | 29.19% | 1.14% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 420.74 K | $65.64 M | 6.54% | 1.11% |
| KENSICO CAPITAL MANAGEMENT CORP | 08/14/2026 | 284.10 K | $44.33 M | 110.44% | 0.75% |
| INVESCO LTD. | 08/14/2026 | 259.29 K | $40.45 M | -9.06% | 0.69% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 08/03/2026 | 244.32 K | $37.94 M | -4.09% | 0.65% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 238.77 K | $37.25 M | -46.81% | 0.63% |
| JPMORGAN CHASE & CO | 08/12/2026 | 236.32 K | $36.98 M | -45.05% | 0.63% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 232.48 K | $36.27 M | 32.84% | 0.62% |
| COPELAND CAPITAL MANAGEMENT, LLC | 08/04/2026 | 229.55 K | $35.81 M | 69.76% | 0.61% |
| UBS GROUP AG | 08/13/2026 | 209.08 K | $32.62 M | 198.93% | 0.55% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 206.14 K | $32.16 M | -3.60% | 0.55% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 206.14 K | $32.16 M | 100.00% | 0.55% |
| QUANTINNO CAPITAL MANAGEMENT LP | 08/13/2026 | 203.22 K | $31.71 M | 8.71% | 0.54% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 192.61 K | $30.05 M | 4.92% | 0.51% |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 08/13/2026 | 191.18 K | $29.83 M | 2.76% | 0.51% |
| FMR LLC | 08/13/2026 | 180.97 K | $28.23 M | 69.60% | 0.48% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 179.18 K | $27.96 M | -14.84% | 0.47% |
| NORTHERN TRUST CORP | 08/13/2026 | 169.92 K | $26.51 M | -3.42% | 0.45% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 07/01/2026 | 166.26 K | $25.94 M | -6.37% | 0.44% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 162.62 K | $25.37 M | -49.65% | 0.43% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 08/14/2026 | 162.07 K | $25.29 M | -8.88% | 0.43% |
| BROOKFIELD CORP /ON/ | 08/14/2026 | 156.79 K | $24.46 M | 100.00% | 0.41% |
| NORGES BANK | 08/12/2026 | 155.69 K | $24.29 M | 100.00% | 0.41% |
| NORDEA INVESTMENT MANAGEMENT AB | 08/05/2026 | 147.89 K | $22.92 M | 102.12% | 0.39% |
| ROYCE & ASSOCIATES LP | 08/14/2026 | 145.00 K | $22.62 M | -16.80% | 0.38% |
| GOTHAM ASSET MANAGEMENT, LLC | 08/14/2026 | 142.30 K | $22.20 M | -16.11% | 0.38% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 136.88 K | $21.36 M | -4.18% | 0.36% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 136.87 K | $21.35 M | -12.66% | 0.36% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 08/13/2026 | 124.54 K | $19.43 M | -23.82% | 0.33% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 118.35 K | $18.46 M | 10.83% | 0.31% |
| AMERICAN CAPITAL MANAGEMENT INC | 08/14/2026 | 114.95 K | $17.93 M | 6.10% | 0.30% |
| SEI INVESTMENTS CO | 08/14/2026 | 112.78 K | $17.60 M | -40.42% | 0.30% |
| CRAWFORD FUND MANAGEMENT, LLC | 08/14/2026 | 109.50 K | $17.08 M | 22.76% | 0.29% |
| DF DENT & CO INC | 08/14/2026 | 106.37 K | $16.60 M | 3.91% | 0.28% |
| JUPITER TOPCO LLC | 08/14/2026 | 91.39 K | $14.26 M | 100.00% | 0.24% |
| PRINCIPAL FINANCIAL GROUP INC | 08/04/2026 | 76.16 K | $11.88 M | -1.19% | 0.20% |
| TUDOR INVESTMENT CORP ET AL | 08/14/2026 | 76.10 K | $11.87 M | 90.24% | 0.20% |
| CANDRIAM S.C.A. | 08/13/2026 | 74.45 K | $11.60 M | 100.00% | 0.20% |
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Morningstar Inc institutional Ownership - FAQ's
During the previous two years, 664 institutional investors and hedge funds held shares of Morningstar Inc. The most heavily invested institutionals were:
BAMCO INC /NY/: 3.5 M
BlackRock, Inc.: 2.08 M
WELLINGTON MANAGEMENT GROUP LLP: 1.49 M
MORGAN STANLEY: 1.48 M
AQR CAPITAL MANAGEMENT LLC: 1.3 M
VANGUARD PORTFOLIO MANAGEMENT LLC: 950,075
64.74% of Morningstar Inc stock is owned by institutional investors.
Institutional investors have bought a total of 34.18 M shares in the last 24 months. This purchase volume represents approximately $6.53 B in transactions.