Morningstar, Inc. · NASDAQ:MORN
Bamco Inc reported a 9.20% stake in Morningstar, Inc. (Schedule 13G)
Event Jun 30, 2026 · Filed Aug 14, 2026
Bamco Inc reported a 9.20% stake in Morningstar, Inc., 3,499,146 shares, as a passive investor on Jun 30, 2026. Filed Aug 14, 2026 (Schedule 13G).
- Stake
- 9.20%
- Shares
- 3,499,146
- Intent
- Passive
- What changed
- Crossed above 5%
- Filed together
- 4 holders
The filing in full
| Holder | Stake | Shares |
|---|---|---|
| BAMCO INC /NY/ | 8.50% | 3,233,074 |
| Baron Capital Group, Inc. | 9.20% | 3,499,146 |
| Baron Capital Management, Inc. | 0.70% | 266,072 |
| Ronald Baron | 9.20% | 3,499,146 |