Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / Common Stock, no par value
-
Shares outstanding
-
41,737,780
-
Total 13F shares
-
24,877,028
-
Share change
-
-776,313
-
Total reported value
-
$5,771,413,863
-
Put/Call ratio
-
13%
-
Price per share
-
$232.01
-
Number of holders
-
447
-
Value change
-
-$265,772,896
-
Number of buys
-
210
-
Number of sells
-
252
Institutional Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q3 2025
As of 30 Sep 2025,
Morningstar, Inc. - Common Stock, no par value (MORN) was held by
447 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
24,877,028 shares.
The largest 10 holders included
VANGUARD GROUP INC, BlackRock, Inc., Select Equity Group, L.P., MORGAN STANLEY, BAMCO INC /NY/, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, STATE STREET CORP, GEODE CAPITAL MANAGEMENT, LLC, WELLINGTON MANAGEMENT GROUP LLP, and AQR CAPITAL MANAGEMENT LLC.
This page lists
447
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| 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.