Morningstar, Inc. · NASDAQ:MORN
Morningstar, Inc. shareholders
As of Jun 30, 2026, 411 institutions reported holding Morningstar, Inc., 64.6% of its shares. Largest: Bamco Inc, BlackRock and Vanguard. New holders, exits, insiders and big stakes, each with its filing.
| Holder | Shares | % of Morningstar, Inc. | Change | Filed |
|---|---|---|---|---|
| Bamco Inc | 3.5M | 9.3% | +2.74M | Aug 14, 2026 |
| BlackRock | 2.08M | 5.5% | −256K | Aug 7, 2026 |
| Vanguard | 2.01M | 5.4% | −210K | Aug 13, 2026 |
| Wellington | 1.49M | 4.0% | −169K | Aug 14, 2026 |
| Morgan Stanley | 1.48M | 4.0% | −246K | Aug 13, 2026 |
| AQR Capital Management LLC | 1.3M | 3.5% | +681K | Aug 14, 2026 |
| State Street | 716K | 1.9% | −19,101 | Aug 7, 2026 |
| Geode Capital | 578K | 1.5% | −20,907 | Aug 12, 2026 |
| Dimensional | 562K | 1.5% | +44,088 | Aug 11, 2026 |
| Los Angeles Capital Management LLC | 558K | 1.5% | −87,429 | Aug 13, 2026 |