Morningstar, Inc. MORN
243.58 USD -2.58 (-1.05%)
Nov 10, 2026, 11:17 AM EST
240.74 Day range 246.10
141.49 52-week range 248.88
- YTD
- +12.09%
- 1 year
- +13.25%
Held by funds
222 US ETFs and mutual funds hold MORN · largest positions
Ownership
Held by insiders 50.16%
Held by institutions 68.06%
Float held by institutions 136.56%
Institutions 580
Top institutional holders
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| BAMCO Inc. | 9.43% | 3,499,146 | 861.31M | Jun 29, 2026 |
| Blackrock Inc. | 5.61% | 2,081,736 | 512.42M | Jun 29, 2026 |
| Wellington Management Group, LLP | 4.02% | 1,493,037 | 367.51M | Jun 29, 2026 |
| Morgan Stanley | 4.00% | 1,484,135 | 365.32M | Jun 29, 2026 |
| AQR Capital Management, LLC | 3.52% | 1,304,388 | 321.08M | Jun 29, 2026 |
| Vanguard Portfolio Management LLC | 2.56% | 950,075 | 233.86M | Jun 29, 2026 |
Top mutual fund holders
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| BARON SELECT FUNDS-Baron Partners Fund | 5.10% | 1,892,591 | 465.86M | Jun 29, 2026 |
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | 2.27% | 842,288 | 207.33M | Jun 29, 2026 |
| BARON SELECT FUNDS-Baron Focused Growth Fund | 1.96% | 728,184 | 179.24M | Jun 29, 2026 |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund | 1.83% | 677,933 | 166.87M | Jul 30, 2026 |
| iShares Trust-iShares Core S&P Mid-Cap ETF | 1.83% | 680,746 | 167.57M | Sep 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 1.63% | 604,105 | 148.70M | Jun 29, 2026 |
Insiders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| DIAMONTE ROBIN | Director | Stock Award(Grant) | May 14, 2026 | 11,338 |
| DUBINSKY JASON | Chief Financial Officer | Sale | Dec 12, 2024 | 17,304 |
| DUNN DANIEL JOSEPH | Officer | Conversion of Exercise of derivative security | Nov 13, 2025 | 14,851 |
| FRANCIS CHERYL A | Director | Stock Award(Grant) | May 14, 2026 | 36,934 |
| HOLT MICHAEL CFA | Chief Financial Officer | Sale | May 14, 2026 | 24,678 |
| JOYNT STEPHEN | Director | Stock Award(Grant) | May 14, 2026 | 6,282 |