Morningstar Inc (NASDAQ:MORN)

249.51
Delayed Data
As of Dec 02
 -0.47 / -0.19%
Today’s Change
207.11
Today|||52-Week Range
350.21
-27.04%
Year-to-Date
Institutional investors hold 56.49% of MORN's outstanding shares This is below the norm for stocks in the Financial Publishing/Services industry and implies that this is not a key holding for them.
Individual stakeholders63.01%
Mutual fund holders28.81%
Other institutional27.68%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

9/30/2022MILLENNIUM MANAGEMENT LLC  Bought 412.3 Thousand shares of Morningstar Inc
9/30/2022BANK OF AMERICA, NA (PRIVATE BAN...  Bought 226.4 Thousand shares of Morningstar Inc
9/30/2022BRIDGEWAY CAPITAL MANAGEMENT LLC  Bought 35.3 Thousand shares of Morningstar Inc

Top 10 Owners of Morningstar Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Select Equity Group LP9.44%4,005,018929,885,079-92,804-2.26%
The Vanguard Group, Inc.5.67%2,406,013558,628,098+29,777+1.25%
Bank of America, NA (Private Bank...4.67%1,982,504460,297,779+226,397+12.89%
BAMCO, Inc.2.71%1,150,415267,103,355-5,000-0.43%
Atlanta Capital Management Co. LL...2.43%1,029,605239,053,689+2,570+0.25%
Kayne Anderson Rudnick Investment...2.36%1,003,530232,999,595-17,324-1.70%
BlackRock Fund Advisors2.17%922,472214,179,549+8,769+0.96%
JPMorgan Investment Management, I...1.84%782,848181,761,649+10,859+1.41%
Wasatch Advisors, Inc.1.53%647,337150,298,705-50,578-7.25%
Fidelity Management & Research Co...1.41%598,141138,876,377-220,239-26.91%

Top 10 Mutual Funds Holding Morningstar Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Baron Growth Fund2.23%945,000219,410,10000.00%
Eaton Vance Atlanta Capital SMID ...1.90%805,942187,123,61400.00%
Vanguard Total Stock Market Index...1.81%767,884178,287,307+5,955+0.78%
Virtus KAR Small Cap Growth Fund1.75%744,068172,757,708-9,874-1.31%
SJP Global Quality Fund1.62%687,763159,684,813+221,317+47.45%
Vanguard Small Cap Index Fund1.55%657,706152,706,179+10,482+1.62%
Vanguard Small Cap Growth Index F...0.90%381,38688,550,201+7,385+1.97%
Wasatch Core Growth Fund0.87%367,31685,283,429-11,906-3.14%
Vanguard Extended Market Index Fu...0.81%343,14279,670,710+5,780+1.71%
MFS Mid Cap Growth Fund0.78%332,88577,289,23900.00%