Overview Financials News + Filings Key Docs Charts Ownership Insiders
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Morningstar, Inc. (MORN)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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Select Equity Group, L.P.
| 3,937,634 | -8,147 | 772,051,898,000 | 2.87 | 9.27 |
Hist
| 06/30/2023 |
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VANGUARD GROUP INC
| 2,477,583 | 38,562 | 485,779,699,000 | 0.01 | 5.83 |
Hist
| 06/30/2023 |
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MORGAN STANLEY
| 1,938,191 | 719,017 | 380,021,666,000 | 0.04 | 4.56 |
Hist
| 06/30/2023 |
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BANK OF AMERICA CORP /DE/
| 1,294,795 | -1,161,629 | 253,870,424,000 | 0.03 | 3.05 |
Hist
| 06/30/2023 |
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KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
| 1,254,599 | 355,015 | 245,989,386,000 | 0.69 | 2.95 |
Hist
| 06/30/2023 |
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BAMCO INC /NY/
| 1,228,417 | 99,898 | 240,855,721,000 | 0.67 | 2.89 |
Hist
| 06/30/2023 |
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BlackRock Inc.
| 1,148,416 | 43,350 | 225,169,852,000 | 0.01 | 2.70 |
Hist
| 06/30/2023 |
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JPMORGAN CHASE & CO
| 773,416 | -97,946 | 151,643,767,000 | 0.02 | 1.82 |
Hist
| 06/30/2023 |
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MASSACHUSETTS FINANCIAL SERVICES CO /MA/
| 627,357 | -7,971 | 123,005,886,000 | 0.04 | 1.48 |
Hist
| 06/30/2023 |
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WASATCH ADVISORS LP
| 554,747 | -84,162 | 112,630,283,000 | 0.70 | 1.31 |
Hist
| 03/31/2023 |
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Liontrust Investment Partners LLP
| 469,642 | 319,642 | 92,082,707,000 | 1.33 | 1.11 |
Hist
| 06/30/2023 |
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FMR LLC
| 434,749 | 24,248 | 85,241,151,000 | 0.01 | 1.02 |
Hist
| 06/30/2023 |
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STATE STREET CORP
| 399,032 | 14,545 | 78,238,204,000 | 0.00 | 0.94 |
Hist
| 06/30/2023 |
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GEODE CAPITAL MANAGEMENT, LLC
| 392,511 | 15,122 | 76,959,695,000 | 0.01 | 0.92 |
Hist
| 06/30/2023 |
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MILLENNIUM MANAGEMENT LLC
| 332,294 | -84,881 | 65,152,885,000 | 0.03 | 0.78 |
Hist
| 06/30/2023 |
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Invesco Ltd.
| 332,175 | -2,196 | 65,129,551,000 | 0.02 | 0.78 |
Hist
| 06/30/2023 |
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DIMENSIONAL FUND ADVISORS LP
| 294,731 | -2,471 | 57,785,030,000 | 0.02 | 0.69 |
Hist
| 06/30/2023 |
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Praesidium Investment Management Company, LLC
| 274,070 | -24,606 | 53,736,905,000 | 4.88 | 0.65 |
Hist
| 06/30/2023 |
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Bank of New York Mellon Corp
| 272,113 | -11,433 | 53,353,196,000 | 0.01 | 0.64 |
Hist
| 06/30/2023 |
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ROYCE & ASSOCIATES LP
| 196,277 | 4,241 | 38,484,031,000 | 0.37 | 0.46 |
Hist
| 06/30/2023 |
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AMERIPRISE FINANCIAL INC
| 192,421 | 118,373 | 37,728,012,000 | 0.01 | 0.45 |
Hist
| 06/30/2023 |
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Allspring Global Investments Holdings, LLC
| 191,691 | -40,529 | 37,584,997,000 | 0.06 | 0.45 |
Hist
| 06/30/2023 |
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AMERICAN CAPITAL MANAGEMENT INC
| 167,782 | -16,666 | 32,897,017,000 | 1.14 | 0.39 |
Hist
| 06/30/2023 |
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M&G INVESTMENT MANAGEMENT LTD
| 141,744 | 16,014 | 28,774,032,000 | 0.14 | 0.33 |
Hist
| 03/31/2023 |
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NATIONAL BANK OF CANADA /FI/
| 125,203 | 93,001 | 28,722,284,000 | 0.04 | |
Hist
| 09/30/2023 |
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BANK OF NOVA SCOTIA
| 143,475 | 143,475 | 28,131,160,000 | 0.07 | 0.34 |
Hist
| 06/30/2023 |
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SEI INVESTMENTS CO
| 126,176 | -1,959 | 24,738,847,000 | 0.04 | 0.30 |
Hist
| 06/30/2023 |
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NORTHERN TRUST CORP
| 121,343 | -2,728 | 23,791,722,000 | 0.00 | 0.29 |
Hist
| 06/30/2023 |
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PRINCIPAL FINANCIAL GROUP INC
| 117,034 | -43,294 | 22,946,779,000 | 0.02 | 0.28 |
Hist
| 06/30/2023 |
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WELLS FARGO & COMPANY/MN
| 110,751 | 27,476 | 21,714,997,000 | 0.01 | 0.26 |
Hist
| 06/30/2023 |
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CONFLUENCE INVESTMENT MANAGEMENT LLC
| 74,255 | -2,022 | 17,393,595,000 | 0.27 | |
Hist
| 09/30/2023 |
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Nuveen Asset Management, LLC
| 82,547 | -1,528 | 16,184,990,000 | | |
Hist
| 06/30/2023 |
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ING GROEP NV
| 74,000 | 60,640 | 14,509,180,000 | 0.11 | 0.17 |
Hist
| 06/30/2023 |
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CRAMER ROSENTHAL MCGLYNN LLC
| 73,274 | 16,809 | 14,366,833,000 | 0.72 | 0.17 |
Hist
| 06/30/2023 |
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GOLDMAN SACHS GROUP INC
| 67,245 | -35,054 | 13,652,753,000 | 0.00 | 0.16 |
Hist
| 03/31/2023 |
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