M
Morningstar, Inc. (MORN)
NMS – Real Time Price. Currency in USD
156.81
-3.87 (-2.41%)
At close: Mar 27, 2026, 4:00 PM EDT
153.77
-3.04 (-1.94%)
After-hours: Mar 27, 2026, 7:49 PM EDT

NMS – Real Time Price. Currency in USD
156.81
-3.87 (-2.41%)
At close: Mar 27, 2026, 4:00 PM EDT
153.77
-3.04 (-1.94%)
After-hours: Mar 27, 2026, 7:49 PM EDT
| Breakdown | |
|---|---|
| 47.59% | % of Shares Held by All Insider |
| 62.98% | % of Shares Held by Institutions |
| 120.17% | % of Float Held by Institutions |
| 624 | Number of Institutions Holding Shares |
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| Vanguard Group Inc | 2.37M | 2025-12-31 | 6.00% | $372.32M |
| Blackrock Inc. | 2.36M | 2025-12-31 | 5.97% | $370.57M |
| Morgan Stanley | 2.01M | 2025-12-31 | 5.07% | $314.61M |
| Select Equity Group LP | 1.52M | 2025-12-31 | 3.85% | $238.74M |
| BAMCO Inc. | 1.24M | 2025-12-31 | 3.14% | $194.73M |
| Wellington Management Group, LLP | 1.14M | 2025-12-31 | 2.87% | $178.17M |
| AQR Capital Management, LLC | 900,297 | 2025-12-31 | 2.27% | $141.18M |
| State Street Corporation | 746,907 | 2025-12-31 | 1.89% | $117.12M |
| Geode Capital Management, LLC | 596,982 | 2025-12-31 | 1.51% | $93.61M |
| Dimensional Fund Advisors LP | 471,971 | 2025-12-31 | 1.19% | $74.01M |
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | 1.41M | 2025-12-31 | 3.57% | $221.68M |
| BARON INVESTMENT Fd.S TRT -BARON GROWTH Fd. | 776,000 | 2025-12-31 | 1.96% | $121.68M |
| iShares Trust-iShares Core S&P Mid-Cap ETF | 763,826 | 2026-01-31 | 1.93% | $119.78M |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 705,718 | 2025-12-31 | 1.78% | $110.66M |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 513,222 | 2025-12-31 | 1.30% | $80.48M |
| Vanguard Explorer Fund | 415,918 | 2025-10-31 | 1.05% | $65.22M |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | 290,063 | 2025-12-31 | 0.73% | $45.48M |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 257,412 | 2025-12-31 | 0.65% | $40.36M |
| JPMorgan Trust I-JPMorgan Small Cap Equity Fund | 196,932 | 2025-12-31 | 0.50% | $30.88M |
| SPDR S&P MIDCAP 400 ETF TRUST | 179,255 | 2025-12-31 | 0.45% | $33.04M |
| WASATCH FUNDS TRUST-Wasatch Core Growth Fund | 176,325 | 2025-12-31 | 0.45% | $27.65M |