Morningstar, Inc. - Common Stock, no par value (MORN)

Q3 2025 13F Holders as of 9/30/2025

Type / Class
Equity / Common Stock, no par value
Shares outstanding
41.7M
Number of holders
445
Total 13F shares, excl. options
24.9M
Shares change
-774K
Total reported value, excl. options
$5.77B
Value change
-$265M
Put/Call ratio
0.13
Number of buys
209
Number of sells
-251
Price
$232.01

Significant Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q3 2025

527 filings reported holding MORN - Morningstar, Inc. - Common Stock, no par value as of Q3 2025.
Morningstar, Inc. - Common Stock, no par value (MORN) has 445 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 59.59% of the company stock.
Largest 10 shareholders include VANGUARD GROUP INC (2.61M shares), BlackRock, Inc. (2.39M shares), Select Equity Group, L.P. (2.1M shares), MORGAN STANLEY (1.96M shares), BAMCO INC /NY/ (1.41M shares), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (765K shares), STATE STREET CORP (763K shares), GEODE CAPITAL MANAGEMENT, LLC (616K shares), WELLINGTON MANAGEMENT GROUP LLP (613K shares), and AQR CAPITAL MANAGEMENT LLC (608K shares).
This table shows the top 445 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.