Q1 2025 13F Holders as of 3/31/2025
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Type / Class
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Equity / Common Stock, no par value
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Shares outstanding
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41.7M
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Number of holders
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456
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Total 13F shares, excl. options
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24.9M
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Shares change
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-787K
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Total reported value, excl. options
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$7.47B
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Value change
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-$251M
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Put/Call ratio
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0.3
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Number of buys
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247
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Number of sells
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-179
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Price
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$299.87
Significant Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q1 2025
512 filings reported holding MORN - Morningstar, Inc. - Common Stock, no par value as of Q1 2025.
Morningstar, Inc. - Common Stock, no par value (MORN) has 456 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 24.9M shares
of 41.7M outstanding shares and own 59.67% of the company stock.
Largest 10 shareholders include BlackRock, Inc. (2.7M shares), VANGUARD GROUP INC (2.66M shares), MORGAN STANLEY (2.1M shares), BAMCO INC /NY/ (1.3M shares), Select Equity Group, L.P. (1.17M shares), WELLINGTON MANAGEMENT GROUP LLP (1.08M shares), BANK OF AMERICA CORP /DE/ (916K shares), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (910K shares), MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (862K shares), and STATE STREET CORP (850K shares).
This table shows the top 456 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.