Morningstar, Inc. (NASDAQ:MORN) showed up in the 13F filings of 461 institutional investors as of December 2025.
| Owner Name | Date | Shares Held | Change (QoQ) | Change (%) | Value (USD) |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 31 Dec, 2025 | 2,374,364 | -235,971 | -9.04% | $515,973,040.00 |
| BlackRock, Inc. | 31 Dec, 2025 | 2,363,201 | -31,627 | -1.32% | $513,547,210.00 |
| BlackRock, Inc. | 31 Dec, 2025 | 2,338,218 | -24,983 | -1.06% | $395,275,707.00 |
| Morgan Stanley | 31 Dec, 2025 | 2,006,325 | 47,360 | 2.42% | $435,994,970.00 |
| Morgan Stanley | 31 Dec, 2025 | 1,730,549 | -275,776 | -13.75% | $292,549,533.00 |
| WELLINGTON MANAGEMENT GROUP LLP | 31 Dec, 2025 | 1,662,405 | 526,192 | 46.31% | $281,029,566.00 |
| Select Equity Group, L.P. | 31 Dec, 2025 | 1,522,492 | -581,210 | -27.63% | $330,852,737.00 |
| BAMCO INC /NY/ | 31 Dec, 2025 | 1,241,794 | -172,511 | -12.20% | $269,854,254.00 |
| WELLINGTON MANAGEMENT GROUP LLP | 31 Dec, 2025 | 1,136,213 | 523,387 | 85.41% | $246,910,447.00 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 31 Dec, 2025 | 1,051,820 | 1,051,820 | 0.00% | $177,810,171.00 |
| VANGUARD CAPITAL MANAGEMENT LLC | 31 Dec, 2025 | 989,467 | 989,467 | 0.00% | $167,269,396.00 |
| AQR CAPITAL MANAGEMENT LLC | 31 Dec, 2025 | 900,297 | 292,053 | 48.02% | $195,643,517.00 |
| TWO SIGMA INVESTMENTS, LP | 31 Dec, 2025 | 859,459 | 477,005 | 124.72% | $145,291,544.00 |
| BAMCO INC /NY/ | 31 Dec, 2025 | 759,515 | -482,279 | -38.84% | $128,396,011.00 |
| State Street Corp | 31 Dec, 2025 | 746,907 | -16,316 | -2.14% | $162,310,360.00 |
| State Street Corp | 31 Dec, 2025 | 735,574 | -11,333 | -1.52% | $124,348,785.00 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 31 Dec, 2025 | 645,384 | 645,273 | 581,327.00% | $109,102,164.00 |
| Select Equity Group, L.P. | 31 Dec, 2025 | 637,723 | -884,769 | -58.11% | $107,807,073.00 |
| AQR CAPITAL MANAGEMENT LLC | 31 Dec, 2025 | 623,616 | -276,681 | -30.73% | $105,204,100.00 |
| GEODE CAPITAL MANAGEMENT, LLC | 31 Dec, 2025 | 599,222 | 2,240 | 0.38% | $101,316,057.00 |