Morningstar Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 2.34 M | $395.28 M | -1.06% | 5.58% |
| MORGAN STANLEY | 05/15/2026 | 1.73 M | $292.55 M | -13.75% | 4.13% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 1.66 M | $281.03 M | 46.31% | 3.97% |
| 05/08/2026 | 1.05 M | $177.81 M | 100.00% | 2.51% | |
| 05/15/2026 | 989.47 K | $167.27 M | 100.00% | 2.36% | |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 859.46 K | $145.29 M | 124.72% | 2.05% |
| BAMCO INC /NY/ | 05/15/2026 | 759.52 K | $128.40 M | -38.84% | 1.81% |
| STATE STREET CORP | 05/15/2026 | 735.57 K | $124.35 M | -1.52% | 1.76% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 05/08/2026 | 645.38 K | $109.10 M | 581,327.03% | 1.54% |
| SELECT EQUITY GROUP, L.P. | 05/15/2026 | 637.72 K | $107.81 M | -58.11% | 1.52% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 623.63 K | $105.21 M | -30.73% | 1.49% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 599.22 K | $101.32 M | 0.38% | 1.43% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 517.77 K | $87.51 M | 9.70% | 1.24% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 448.87 K | $75.88 M | 38.64% | 1.07% |
| JPMORGAN CHASE & CO | 05/13/2026 | 430.06 K | $70.82 M | 17.64% | 1.03% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 394.93 K | $66.76 M | 38.52% | 0.94% |
| JANE STREET GROUP, LLC | 05/12/2026 | 333.86 K | $56.44 M | -21.31% | 0.80% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 323.01 K | $54.60 M | -6.06% | 0.77% |
| INVESCO LTD. | 05/12/2026 | 285.13 K | $48.20 M | 4.83% | 0.68% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 05/14/2026 | 254.74 K | $42.85 M | -29.57% | 0.61% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 213.82 K | $36.15 M | 12.58% | 0.51% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 210.40 K | $35.57 M | 84.85% | 0.50% |
| SEI INVESTMENTS CO | 05/13/2026 | 189.30 K | $32.00 M | 219.41% | 0.45% |
| QUANTINNO CAPITAL MANAGEMENT LP | 05/15/2026 | 186.95 K | $31.60 M | -0.96% | 0.45% |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 05/14/2026 | 186.05 K | $31.45 M | 593.07% | 0.44% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 04/01/2026 | 177.57 K | $30.02 M | 149.98% | 0.44% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 183.58 K | $31.03 M | 11.72% | 0.44% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 05/15/2026 | 177.87 K | $30.07 M | -21.51% | 0.42% |
| NORTHERN TRUST CORP | 05/14/2026 | 175.94 K | $29.74 M | -0.38% | 0.42% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 175.01 K | $29.58 M | 2.97% | 0.42% |
| ROYCE & ASSOCIATES LP | 05/12/2026 | 174.28 K | $29.46 M | 21.86% | 0.42% |
| POINT72 ASSET MANAGEMENT, L.P. | 05/15/2026 | 170.91 K | $28.89 M | 17.13% | 0.41% |
| GOTHAM ASSET MANAGEMENT, LLC | 05/15/2026 | 169.63 K | $28.68 M | 69.15% | 0.40% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 05/14/2026 | 163.48 K | $27.64 M | -13.01% | 0.39% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 156.71 K | $26.49 M | 692.23% | 0.37% |
| M&G PLC | 05/13/2026 | 149.78 K | $25.31 M | -4.14% | 0.36% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 142.85 K | $24.15 M | 100.00% | 0.34% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 139.89 K | $23.65 M | -42.26% | 0.33% |
| COPELAND CAPITAL MANAGEMENT, LLC | 05/06/2026 | 135.22 K | $22.86 M | 28.43% | 0.32% |
| KENSICO CAPITAL MANAGEMENT CORP | 05/15/2026 | 135.00 K | $22.82 M | 100.00% | 0.32% |
| COLONY GROUP, LLC | 05/15/2026 | 134.87 K | $22.82 M | -1.49% | 0.32% |
| AMERICAN CAPITAL MANAGEMENT INC | 05/15/2026 | 108.34 K | $18.31 M | -4.18% | 0.26% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 106.79 K | $18.05 M | 24.21% | 0.25% |
| FMR LLC | 05/15/2026 | 106.71 K | $18.04 M | -28.40% | 0.25% |
| DF DENT & CO INC | 05/15/2026 | 102.37 K | $17.31 M | -29.69% | 0.24% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 05/15/2026 | 91.29 K | $15.43 M | 100.00% | 0.22% |
| JANUS HENDERSON GROUP PLC | 05/18/2026 | 89.89 K | $15.20 M | 56.08% | 0.21% |
| CRAWFORD FUND MANAGEMENT, LLC | 05/15/2026 | 89.20 K | $15.08 M | 339.41% | 0.21% |
| INCLINE GLOBAL MANAGEMENT LLC | 05/15/2026 | 88.35 K | $14.94 M | 1,307.36% | 0.21% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 05/14/2026 | 84.29 K | $13.88 M | -44.13% | 0.20% |
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Morningstar Inc institutional Ownership - FAQ's
During the previous two years, 662 institutional investors and hedge funds held shares of Morningstar Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 2.34 M
MORGAN STANLEY: 1.73 M
WELLINGTON MANAGEMENT GROUP LLP: 1.66 M
TWO SIGMA INVESTMENTS, LP: 859,459
BAMCO INC /NY/: 759,515
STATE STREET CORP: 735,574
56.25% of Morningstar Inc stock is owned by institutional investors.
Institutional investors have bought a total of 31.35 M shares in the last 24 months. This purchase volume represents approximately $5.99 B in transactions.