Who Owns Morningstar Stock?
NASDAQ: MORNFinancial ServicesFinancial Data & Stock ExchangesUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 66.24%
- Institutions (% of float)
- 131.61%
- Held by insiders
- 49.67%
- Institutional holders
- 572
- Institutions 50.3%
- Insiders 49.7%
- Public and other 0.0%
Who owns Morningstar stock?
Institutional investors own about 66.2% of Morningstar's shares, spread across 572 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 49.67% of MORN.
The largest institutional holders are BAMCO Inc. (9.33%), Blackrock Inc. (5.55%) and Wellington Management Group, LLP (3.98%). Together, the top 10 institutions control 36.2% of shares outstanding. In their latest filings, 3 of the top 10 institutions increased their MORN positions and 7 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of MORN
| Institution | Shares | % Held | Change |
|---|---|---|---|
| BAMCO Inc. | 3.50M | 9.33% | +360.7% |
| Blackrock Inc. | 2.08M | 5.55% | -11.0% |
| Wellington Management Group, LLP | 1.49M | 3.98% | -10.2% |
| Morgan Stanley | 1.48M | 3.96% | -14.2% |
| AQR Capital Management, LLC | 1.30M | 3.48% | +109.2% |
| Vanguard Portfolio Management LLC | 950.08K | 2.53% | -9.7% |
| Vanguard Capital Management LLC | 894.41K | 2.38% | -9.6% |
| State Street Corporation | 716.47K | 1.91% | -2.6% |
| Geode Capital Management, LLC | 578.32K | 1.54% | -3.5% |
| Dimensional Fund Advisors LP | 561.86K | 1.50% | +8.5% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of MORN
| Fund | Shares | % Held |
|---|---|---|
| BARON SELECT FUNDS-Baron Partners Fund | 1.89M | 5.05% |
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | 842.29K | 2.25% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | 772.23K | 2.06% |
| BARON SELECT FUNDS-Baron Focused Growth Fund | 728.18K | 1.94% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund | 677.93K | 1.81% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 604.11K | 1.61% |
| BARON INVESTMENT Fd.S TRT -Baron Generational Growth Fd. | 535.00K | 1.43% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 435.37K | 1.16% |
| Vanguard Explorer Fund | 319.19K | 0.85% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 253.26K | 0.68% |
Frequently asked questions
Who is the largest shareholder of Morningstar?
BAMCO Inc. is the largest institutional shareholder of MORN, owning 9.33% of shares outstanding (3.50M shares) as of its latest 13F filing.
What percentage of Morningstar is owned by institutions?
Institutions own about 66.2% of MORN shares and 131.6% of the public float.
How much of Morningstar do insiders own?
Insiders, such as officers and directors, own about 49.67% of MORN shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.