Morningstar Ownership | Who Owns Morningstar?

Overview Forecast RevenueFinancials Chart

Morningstar Ownership Summary

Morningstar is owned by 58.19% institutional investors, 44.97% insiders. Vanguard group is the largest institutional shareholder, holding 6.54% of MORN shares. Eaton Vance Atlanta Capital SMID-Cap I is the top mutual fund, with 3.63% of its assets in Morningstar shares.

MORN Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Morningstar	58.19%	44.97%	-3.17%
Sector	Financial Services Stocks	71.97%	15.45%	12.58%
Industry	Financial Data & Stock Exchanges Stocks	30.05%	15.95%	54.00%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	2.80M	6.54%	$944.14M
Blackrock funding, inc. /de	2.67M	6.22%	$898.39M
Blackrock	2.54M	5.94%	$750.47M
Morgan stanley	2.02M	4.73%	$597.69M
Bank of america corp /de/	1.53M	3.58%	$451.64M
Select equity group	1.37M	3.20%	$462.85M
Bamco inc /ny/	1.31M	3.04%	$439.52M
Wellington management group llp	1.08M	2.52%	$363.90M
Massachusetts financial services co /ma/	1.02M	2.37%	$342.25M
Kayne anderson rudnick investment management	975.19K	2.27%	$328.41M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Praesidium investment management company	90.06K	5.09%	$30.33M
Select equity group	1.37M	1.84%	$462.85M
Premier fund managers	150.00K	1.81%	$50.69M
Liontrust investment partners llp	333.63K	1.63%	$112.35M
American capital management	128.69K	1.61%	$43.34M
Sw investment management	20.00K	1.58%	$6.74M
Kensington investment counsel	10.68K	1.50%	$3.60M
Barlow wealth partners	35.96K	1.49%	$11.76M
Wasatch advisors lp	690.15K	1.15%	$232.42M
Bamco inc /ny/	1.31M	1.14%	$439.52M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	331.67K	0.01%	331.67K
Amundi	192.01K	0.02%	192.00K
Balyasny asset management	168.03K	0.08%	168.03K
Premier fund managers	150.00K	1.81%	150.00K
Wellington management group llp	1.08M	0.07%	130.09K

Top Sellers

Holder	Shares	% Assets	Change
Select equity group	1.37M	1.84%	-384.89K
Millennium management	287.66K	0.05%	-207.45K
Massachusetts financial services co /ma/	1.02M	0.11%	-185.40K
Bank of america corp /de/	1.53M	0.04%	-172.56K
Cramer rosenthal mcglynn	-	-	-79.65K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	331.67K	0.01%	331.67K	$111.69M
Premier fund managers	150.00K	1.81%	150.00K	$50.69M
Schroder investment management group	100.19K	0.03%	100.19K	$33.83M
Raymond james financial	48.99K	0.01%	48.99K	$16.50M
Two sigma investments, lp	36.24K	0.03%	36.24K	$12.20M

Sold Out

Holder	Change
Claris advisors, llc / mo /	-1.00
Tfc financial management	-1.00
Caitlin john	-2.00
Hhm wealth advisors	-2.00
Albion financial group /ut	-2.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2025	462	2.67%	24,906,751	-3.22%	58	1.62%	252	10.53%	134	-7.59%
Dec 31, 2024	423	2.92%	24,769,169	-2.98%	57	1.63%	212	-2.75%	140	33.33%
Sep 30, 2024	406	2.53%	25,490,565	-1.30%	59	1.63%	217	20.56%	102	-29.66%
Jun 30, 2024	389	0.26%	25,754,795	1.43%	60	1.71%	176	-9.28%	143	25.44%
Mar 31, 2024	388	8.38%	25,391,128	0.72%	59	1.70%	194	20.50%	114	-14.29%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Eaton Vance Atlanta Capital SMID-Cap I	1.53M	3.63%	-
Baron Small Cap Growth Strategy	920.00K	2.15%	-5.00K
Baron Growth Retail	920.00K	2.15%	-5.00K
iShares Core S&P Mid-Cap ETF	877.56K	2.08%	580.00
Vanguard US Total Market Shares ETF	877.50K	2.05%	559.00
Vanguard Total Stock Mkt Idx Inv	825.18K	1.95%	15.78K
Vanguard Small Cap Index	646.00K	1.53%	4.08K
Virtus KAR Small-Cap Growth I	631.29K	1.47%	-51.50K
MFS Mid Cap Growth Equity	629.53K	1.47%	-128.01K
MFS Mid Cap Growth A	579.16K	1.37%	-50.37K

Recent Insider Transactions

Date	Name	Role	Activity	Value
May 22, 2025	Mansueto Joseph D	Executive Chairman	Sell	$466.78K
May 22, 2025	Mansueto Joseph D	Executive Chairman	Sell	$393.85K
May 22, 2025	Mansueto Joseph D	Executive Chairman	Sell	$910.10K
May 22, 2025	Mansueto Joseph D	Executive Chairman	Sell	$450.87K
May 23, 2025	Mansueto Joseph D	Executive Chairman	Sell	$396.32K

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	-	65
2025 Q1	-	83
2024 Q4	-	89
2024 Q3	-	100
2024 Q2	-	94

MORN Ownership FAQ

Who Owns Morningstar?

Morningstar shareholders are primarily institutional investors at 58.19%, followed by 44.97% insiders and -3.16% retail investors. The average institutional ownership in Morningstar's industry, Financial Data & Stock Exchanges Stocks, is 30.05%, which Morningstar exceeds.

Who owns the most shares of Morningstar?

Morningstar’s largest shareholders are Vanguard group (2.8M shares, 6.54%), Blackrock funding, inc. /de (2.67M shares, 6.22%), and Blackrock (2.54M shares, 5.94%). Together, they hold 18.69% of Morningstar’s total shares outstanding.

Does Blackrock own Morningstar?

Yes, BlackRock owns 5.94% of Morningstar, totaling 2.54M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 750.47M$. In the last quarter, BlackRock increased its holdings by 89.44K shares, a 3.65% change.

Who is Morningstar’s biggest shareholder by percentage of total assets invested?

Praesidium investment management company is Morningstar’s biggest shareholder by percentage of total assets invested, with 5.09% of its assets in 90.06K Morningstar shares, valued at 30.33M$.

Who is the top mutual fund holder of Morningstar shares?

Eaton Vance Atlanta Capital SMID-Cap I is the top mutual fund holder of Morningstar shares, with 3.63% of its total shares outstanding invested in 1.53M Morningstar shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools