Morningstar Ownership | Who Owns Morningstar?
Morningstar Ownership Summary
Morningstar is owned by 17.65% institutional investors, 49.31% insiders, and 33.04% retail investors. Blackrock is the largest institutional shareholder, holding 5.94% of MORN shares. Eaton Vance Atlanta Capital SMID-Cap I is the top mutual fund, with 2.87% of its assets in Morningstar shares.
MORN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Morningstar | 17.65% | 49.31% | 33.04% |
| Sector | Financial Services Stocks | 37.05% | 15.59% | 47.36% |
| Industry | Financial Data & Stock Exchanges Stocks | 52.52% | 15.29% | 32.19% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 2.54M | 5.94% | $750.47M |
| Vanguard group | 2.37M | 5.60% | $515.97M |
| Blackrock funding, inc. /de | 2.34M | 5.58% | $395.28M |
| Morgan stanley | 1.73M | 4.13% | $292.55M |
| Wellington management group llp | 1.66M | 3.97% | $281.03M |
| Bank of america corp /de/ | 1.53M | 3.58% | $451.64M |
| Two sigma investments, lp | 859.46K | 2.05% | $145.29M |
| Bamco inc /ny/ | 759.51K | 1.81% | $128.40M |
| State street | 735.57K | 1.76% | $124.35M |
| Los angeles capital management | 645.38K | 1.54% | $109.10M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Incline global management | 88.35K | 5.87% | $14.94M |
| Touchstone capital | 26.23K | 3.12% | $6.09M |
| Crawford fund management | 89.20K | 2.90% | $15.08M |
| Sea cliff partners management, lp | 26.00K | 2.31% | $6.03M |
| Gallo partners, lp | 13.33K | 2.31% | $3.09M |
| Kensington investment counsel | 10.68K | 1.50% | $3.60M |
| Barlow wealth partners | 57.72K | 1.18% | $10.64M |
| American capital management | 108.34K | 0.98% | $18.31M |
| Aurora investment counsel | 9.53K | 0.89% | $1.61M |
| Berkeley | 15.57K | 0.88% | $2.63M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Los angeles capital management | 645.38K | 0.43% | 645.27K |
| Wellington management group llp | 1.66M | 0.05% | 526.19K |
| Two sigma investments, lp | 859.46K | 0.12% | 477.00K |
| Norges bank | 286.99K | 0.01% | 286.99K |
| Bnp paribas asset management | 186.05K | 0.04% | 159.20K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Select equity group | 637.72K | 0.55% | -884.77K |
| Bamco inc /ny/ | 759.51K | 0.39% | -482.28K |
| Wasatch advisors lp | - | - | -336.06K |
| Aqr capital management | 623.63K | 0.05% | -276.67K |
| Morgan stanley | 1.73M | 0.02% | -275.78K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 286.99K | 0.01% | 286.99K | $62.37M |
| Vanguard fiduciary trust | 142.84K | 0.01% | 142.84K | $24.15M |
| Kensico capital management | 135.00K | 0.47% | 135.00K | $22.82M |
| Macquarie management | 91.29K | 0.03% | 91.29K | $15.43M |
| River road asset management | 42.08K | 0.08% | 42.08K | $7.11M |
Sold Out
| Holder | Change |
|---|---|
| Tfc financial management | -1.00 |
| Bay harbor wealth management | -1.00 |
| Optiver b.v. | -1.00 |
| Claris advisors, llc / mo / | -1.00 |
| Dunhill financial | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 271 | -43.19% | 7,393,726 | -69.48% | 17 | 0.53% | 138 | -41.28% | 103 | -46.07% |
| Dec 31, 2025 | 370 | -19.21% | 15,380,187 | -38.24% | 36 | 1.06% | 181 | -15.81% | 146 | -18.44% |
| Sep 30, 2025 | 439 | -8.16% | 24,387,254 | -4.95% | 57 | 1.57% | 207 | -16.53% | 172 | 10.26% |
| Jun 30, 2025 | 474 | 2.16% | 25,619,652 | 2.87% | 60 | 1.78% | 246 | -2.38% | 156 | 17.29% |
| Mar 31, 2025 | 462 | 2.67% | 24,906,751 | -3.22% | 58 | 1.62% | 252 | 10.53% | 134 | -7.59% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Eaton Vance Atlanta Capital SMID-Cap I | 1.09M | 2.87% | -282.74K |
| Baron Small Cap Growth Strategy | 920.00K | 2.18% | - |
| Vanguard US Total Market Shares ETF | 877.50K | 2.05% | 559.00 |
| iShares Core S&P Mid-Cap ETF | 775.56K | 2.04% | -384.00 |
| Vanguard Total Stock Mkt Idx Inv | 694.39K | 1.83% | 1.74K |
| Vanguard Windsor Investor Shares | 689.40K | 1.81% | 325.11K |
| Baron Growth Retail | 535.00K | 1.39% | -241.00K |
| Baron Growth Strategy | 535.00K | 1.39% | -241.00K |
| Vanguard Small Cap Index | 501.46K | 1.32% | -630.00 |
| Vanguard Explorer Inv | 444.17K | 1.17% | 19.08K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 27, 2026 | Lyons William M | - | Sell | $125.30K |
| May 22, 2026 | Mansueto Joseph D | Executive Chairman | Sell | $55.19K |
| May 21, 2026 | Mansueto Joseph D | Executive Chairman | Sell | $875.59K |
| May 21, 2026 | Mansueto Joseph D | Executive Chairman | Sell | $334.51K |
| May 21, 2026 | Mansueto Joseph D | Executive Chairman | Sell | $40.73K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | 72 |
| 2026 Q1 | 1 | 71 |
| 2025 Q4 | - | 50 |
| 2025 Q3 | - | 57 |
| 2025 Q2 | - | 65 |
MORN Ownership FAQ
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