Morningstar, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 02/11/2025 | 2.80 M | $944.14 M | 1.87% | 6.54% |
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 2.67 M | $898.39 M | 3.53% | 6.22% |
| SELECT EQUITY GROUP, L.P. | 02/14/2025 | 1.37 M | $462.85 M | -21.88% | 3.20% |
| BAMCO INC /NY/ | 02/14/2025 | 1.31 M | $439.52 M | -0.03% | 3.04% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/12/2025 | 1.08 M | $363.90 M | 13.69% | 2.52% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 02/12/2025 | 1.02 M | $342.25 M | -15.43% | 2.37% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 02/21/2025 | 975,193 | $328.41 M | -6.51% | 2.27% |
| WASATCH ADVISORS LP | 02/13/2025 | 690,154 | $232.42 M | -0.84% | 1.61% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/14/2025 | 668,889 | $225.26 M | -2.38% | 1.56% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 561,431 | $189.12 M | 12.87% | 1.31% |
| FMR LLC | 02/13/2025 | 399,585 | $134.56 M | -0.23% | 0.93% |
| LIONTRUST INVESTMENT PARTNERS LLP | 02/13/2025 | 333,631 | $112.35 M | -17.17% | 0.78% |
| NORGES BANK | 02/12/2025 | 331,673 | $111.69 M | 100.00% | 0.77% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 305,014 | $102.72 M | 4.51% | 0.71% |
| BANK OF NEW YORK MELLON CORP | 02/04/2025 | 288,031 | $97.00 M | 1.83% | 0.67% |
| MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 287,658 | $96.87 M | -41.90% | 0.67% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/29/2025 | 272,951 | $90.75 M | -0.16% | 0.64% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 232,483 | $78.29 M | 7.80% | 0.54% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 194,195 | $65.40 M | 1.27% | 0.45% |
| INVESCO LTD. | 02/13/2025 | 194,182 | $65.39 M | 65.77% | 0.45% |
| JPMORGAN CHASE & CO | 02/12/2025 | 190,655 | $64.20 M | -5.68% | 0.44% |
| RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 188,370 | $63.44 M | 2.67% | 0.44% |
| M&G PLC | 02/11/2025 | 176,670 | $59.54 M | -3.36% | 0.41% |
| ROYCE & ASSOCIATES LP | 02/10/2025 | 170,680 | $57.48 M | -10.77% | 0.40% |
| BALYASNY ASSET MANAGEMENT L.P. | 02/14/2025 | 168,026 | $56.58 M | 100.00% | 0.39% |
| PREMIER FUND MANAGERS LTD | 02/12/2025 | 150,000 | $50.69 M | 100.00% | 0.35% |
| SEI INVESTMENTS CO | 02/11/2025 | 136,939 | $46.12 M | 1.40% | 0.32% |
| AMERICAN CAPITAL MANAGEMENT INC | 02/11/2025 | 128,692 | $43.34 M | -10.77% | 0.30% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/12/2025 | 117,156 | $39.45 M | 338.95% | 0.27% |
| UBS GROUP AG | 02/14/2025 | 107,885 | $36.33 M | 507.32% | 0.25% |
| COPELAND CAPITAL MANAGEMENT, LLC | 01/24/2025 | 105,402 | $35.50 M | -1.52% | 0.25% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 02/12/2025 | 100,185 | $33.83 M | 100.00% | 0.23% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 98,337 | $33.12 M | 10.89% | 0.23% |
| ENVESTNET ASSET MANAGEMENT INC | 02/13/2025 | 94,135 | $31.70 M | 22.26% | 0.22% |
| PRAESIDIUM INVESTMENT MANAGEMENT COMPANY, LLC | 02/14/2025 | 90,058 | $30.33 M | -8.82% | 0.21% |
| NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 90,029 | $30.32 M | 25.93% | 0.21% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 87,008 | $29.30 M | -1.77% | 0.20% |
| DF DENT & CO INC | 02/12/2025 | 85,678 | $28.85 M | -3.06% | 0.20% |
| PRINCIPAL FINANCIAL GROUP INC | 01/31/2025 | 78,639 | $26.48 M | -7.31% | 0.18% |
| RHUMBLINE ADVISERS | 01/30/2025 | 77,142 | $25.98 M | -0.12% | 0.18% |
| PARNASSUS INVESTMENTS, LLC | 02/10/2025 | 70,111 | $23.61 M | -1.30% | 0.16% |
| BOSTON FINANCIAL MANGEMENT LLC | 02/03/2025 | 65,924 | $22.20 M | 6.98% | 0.15% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 01/02/2025 | 63,393 | $21.35 M | -1.61% | 0.15% |
| CHICAGO CAPITAL, LLC | 01/24/2025 | 57,687 | $19.43 M | -0.87% | 0.13% |
| NORDEA INVESTMENT MANAGEMENT AB | 01/06/2025 | 57,505 | $19.51 M | 3.53% | 0.13% |
| NICHOLAS COMPANY, INC. | 02/10/2025 | 56,630 | $19.07 M | 115.24% | 0.13% |
| SWISS NATIONAL BANK | 02/10/2025 | 54,800 | $18.45 M | 1.11% | 0.13% |
| CONGRESS ASSET MANAGEMENT CO /MA | 01/30/2025 | 49,043 | $16.52 M | 17.82% | 0.11% |
| RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 48,986 | $16.50 M | 100.00% | 0.11% |
| LEGAL & GENERAL GROUP PLC | 02/13/2025 | 46,245 | $15.57 M | -9.43% | 0.11% |
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Morningstar, Inc. institutional Ownership - FAQ's
During the previous two years, 561 institutional investors and hedge funds held shares of Morningstar, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 2.8 M
BlackRock Funding, Inc. /DE: 2.67 M
Select Equity Group, L.P.: 1.37 M
BAMCO INC /NY/: 1.31 M
WELLINGTON MANAGEMENT GROUP LLP: 1.08 M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/: 1.02 M
59.94% of Morningstar, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 31.58 M shares in the last 24 months. This purchase volume represents approximately $10.27 B in transactions.