Morningstar, Inc. MORN

Set alert

236.71 USD -2.02 (-0.85%)

At closeNov 4, 2026, 4:34 AM EST

235.58 -1.13 -0.48%

Pre-market · Nov 4, 4:34 AM ET

232.23 Day range 242.58

141.49 52-week range 242.58

Held by insiders 50.22%

Held by institutions 66.97%

Float held by institutions 134.52%

Institutions 578

Top institutional holders
Holder	% held	Shares	Value	Reported
BAMCO Inc.	9.43%	3,499,146	828.28M	Jun 29, 2026
Blackrock Inc.	5.61%	2,081,736	492.77M	Jun 29, 2026
Wellington Management Group, LLP	4.02%	1,493,037	353.42M	Jun 29, 2026
Morgan Stanley	4.00%	1,484,135	351.31M	Jun 29, 2026
AQR Capital Management, LLC	3.52%	1,304,388	308.76M	Jun 29, 2026
Vanguard Portfolio Management LLC	2.56%	950,075	224.89M	Jun 29, 2026

Top mutual fund holders
Holder	% held	Shares	Value	Reported
BARON SELECT FUNDS-Baron Partners Fund	5.10%	1,892,591	448.00M	Jun 29, 2026
Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund	2.27%	842,288	199.38M	Jun 29, 2026
BARON SELECT FUNDS-Baron Focused Growth Fund	1.96%	728,184	172.37M	Jun 29, 2026
VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund	1.83%	677,933	160.47M	Jul 30, 2026
iShares Trust-iShares Core S&P Mid-Cap ETF	1.83%	680,746	161.14M	Sep 29, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund	1.63%	604,105	143.00M	Jun 29, 2026

MORN 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

Held by funds