Morningstar Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 01/29/2026 | 2.37 M | $515.97 M | -9.04% | 5.67% |
| BLACKROCK, INC. | 02/12/2026 | 2.36 M | $513.55 M | -1.32% | 5.64% |
| MORGAN STANLEY | 02/13/2026 | 2.01 M | $435.99 M | 2.42% | 4.79% |
| SELECT EQUITY GROUP, L.P. | 02/17/2026 | 1.52 M | $330.85 M | -27.63% | 3.63% |
| BAMCO INC /NY/ | 02/17/2026 | 1.24 M | $269.85 M | -12.20% | 2.96% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/17/2026 | 1.14 M | $246.91 M | 85.41% | 2.71% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 900.30 K | $195.64 M | 48.02% | 2.15% |
| STATE STREET CORP | 02/13/2026 | 746.91 K | $162.31 M | -2.14% | 1.78% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 596.98 K | $129.75 M | -3.06% | 1.42% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 471.97 K | $102.57 M | 12.34% | 1.11% |
| JANE STREET GROUP, LLC | 02/12/2026 | 424.27 K | $92.20 M | 240.51% | 1.01% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 382.45 K | $83.11 M | 33.64% | 0.91% |
| JPMORGAN CHASE & CO | 02/11/2026 | 365.56 K | $79.44 M | 14.78% | 0.86% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 01/22/2026 | 361.69 K | $78.60 M | -19.85% | 0.85% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 354.20 K | $76.97 M | 120.27% | 0.85% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 343.83 K | $74.72 M | 15.09% | 0.82% |
| WASATCH ADVISORS LP | 02/12/2026 | 336.07 K | $73.03 M | -9.63% | 0.79% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 323.77 K | $70.36 M | -29.73% | 0.77% |
| UBS GROUP AG | 01/29/2026 | 295.35 K | $64.18 M | 88.43% | 0.70% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 285.10 K | $61.95 M | -1.90% | 0.70% |
| NORGES BANK | 02/10/2026 | 286.99 K | $62.37 M | 100.00% | 0.68% |
| INVESCO LTD. | 02/19/2026 | 272.00 K | $59.11 M | -8.20% | 0.65% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 242.29 K | $52.65 M | 20.88% | 0.58% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 02/17/2026 | 226.61 K | $49.24 M | 21.10% | 0.54% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 02/13/2026 | 187.93 K | $40.84 M | -75.45% | 0.46% |
| QUANTINNO CAPITAL MANAGEMENT LP | 02/17/2026 | 188.76 K | $41.02 M | 245.92% | 0.45% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 189.93 K | $41.27 M | 4.68% | 0.45% |
| NORTHERN TRUST CORP | 02/17/2026 | 176.61 K | $38.38 M | -8.01% | 0.42% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 169.96 K | $36.93 M | -7.46% | 0.40% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 164.31 K | $35.71 M | 2.96% | 0.39% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 02/13/2026 | 150.87 K | $32.89 M | -10.32% | 0.37% |
| M&G PLC | 02/12/2026 | 156.25 K | $33.91 M | 0.72% | 0.37% |
| FMR LLC | 02/17/2026 | 149.02 K | $32.38 M | -22.96% | 0.36% |
| POINT72 ASSET MANAGEMENT, L.P. | 02/17/2026 | 145.92 K | $31.71 M | 186.56% | 0.35% |
| DF DENT & CO INC | 02/17/2026 | 145.59 K | $31.64 M | -27.05% | 0.35% |
| COLONY GROUP, LLC | 02/13/2026 | 136.90 K | $29.75 M | 6.25% | 0.34% |
| ROYCE & ASSOCIATES LP | 02/09/2026 | 143.01 K | $31.08 M | 2.61% | 0.34% |
| HRT FINANCIAL LP | 02/12/2026 | 128.96 K | $28.02 M | 31.22% | 0.31% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 113.82 K | $24.73 M | 15.61% | 0.27% |
| AMERICAN CAPITAL MANAGEMENT INC | 02/17/2026 | 113.06 K | $24.57 M | 13.98% | 0.27% |
| COPELAND CAPITAL MANAGEMENT, LLC | 01/29/2026 | 105.28 K | $22.88 M | 19.77% | 0.25% |
| GOTHAM ASSET MANAGEMENT, LLC | 02/17/2026 | 100.28 K | $21.79 M | 314.63% | 0.24% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 88.07 K | $19.14 M | -3.38% | 0.21% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 85.97 K | $18.68 M | -22.47% | 0.21% |
| ENGINEERS GATE MANAGER LP | 02/17/2026 | 78.18 K | $16.99 M | 35.92% | 0.19% |
| NORDEA INVESTMENT MANAGEMENT AB | 01/08/2026 | 76.52 K | $16.67 M | -13.15% | 0.18% |
| CONGRESS ASSET MANAGEMENT CO /MA | 01/09/2026 | 74.54 K | $16.20 M | 12.74% | 0.18% |
| NUVEEN, LLC | 02/12/2026 | 71.09 K | $15.45 M | -37.25% | 0.17% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 01/05/2026 | 71.03 K | $15.44 M | 17.92% | 0.17% |
| CHICAGO CAPITAL, LLC | 01/26/2026 | 69.04 K | $15.00 M | -1.43% | 0.16% |
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Morningstar Inc institutional Ownership - FAQ's
During the previous two years, 679 institutional investors and hedge funds held shares of Morningstar Inc. The most heavily invested institutionals were:
CONFLUENCE INVESTMENT MANAGEMENT LLC: 177,568
Bank of New York Mellon Corp: 175,006
ENVESTNET ASSET MANAGEMENT INC: 106,787
CONGRESS ASSET MANAGEMENT CO /MA: 77,405
PRINCIPAL FINANCIAL GROUP INC: 77,073
Chicago Capital, LLC: 74,162
57.82% of Morningstar Inc stock is owned by institutional investors.
Institutional investors have bought a total of 30.91 M shares in the last 24 months. This purchase volume represents approximately $5.90 B in transactions.