According to SEC filings for the period ending December 2025, Morningstar, Inc. (NASDAQ:MORN) is held by 165 institutional firms.
| Owner Name | Date | Shares Held | Change (QoQ) | Change (%) | Value (USD) |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 30 Sep, 2025 | 2,610,335 | -23,466 | -0.89% | $605,623,824.00 |
| BlackRock, Inc. | 30 Sep, 2025 | 2,394,828 | -124,689 | -4.95% | $555,624,040.00 |
| Select Equity Group, L.P. | 30 Sep, 2025 | 2,103,702 | 990,401 | 88.96% | $488,079,901.00 |
| MORGAN STANLEY | 30 Sep, 2025 | 1,958,965 | -114,013 | -5.50% | $454,499,742.00 |
| BAMCO INC /NY/ | 30 Sep, 2025 | 1,414,305 | 118,979 | 9.19% | $328,132,903.00 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 30 Sep, 2025 | 765,463 | -83,106 | -9.79% | $177,595,254.00 |
| STATE STREET CORP | 30 Sep, 2025 | 763,223 | -20,952 | -2.67% | $177,075,368.00 |
| Liontrust Investment Partners LLP | 30 Sep, 2025 | 762,974 | 371,158 | 94.73% | $209,115,165.00 |
| GEODE CAPITAL MANAGEMENT, LLC | 30 Sep, 2025 | 615,795 | -11,146 | -1.78% | $142,888,525.00 |
| WELLINGTON MANAGEMENT GROUP LLP | 30 Sep, 2025 | 612,826 | -168,015 | -21.52% | $142,181,760.00 |
| AQR CAPITAL MANAGEMENT LLC | 30 Sep, 2025 | 608,244 | 314,275 | 106.91% | $141,118,817.00 |
| RENAISSANCE TECHNOLOGIES LLC | 30 Sep, 2025 | 460,770 | 195,600 | 73.76% | $106,903,248.00 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 30 Sep, 2025 | 451,242 | -188,890 | -29.51% | $104,692,656.00 |
| DIMENSIONAL FUND ADVISORS LP | 30 Sep, 2025 | 420,127 | 88,496 | 26.69% | $97,481,795.00 |
| WASATCH ADVISORS LP | 30 Sep, 2025 | 371,883 | -272,916 | -42.33% | $86,280,575.00 |
| JPMORGAN CHASE & CO | 30 Sep, 2025 | 318,478 | 82,163 | 34.77% | $73,891,243.00 |
| MILLENNIUM MANAGEMENT LLC | 30 Sep, 2025 | 298,741 | -512,417 | -63.17% | $69,310,899.00 |
| Invesco Ltd. | 30 Sep, 2025 | 296,302 | 15,379 | 5.47% | $68,745,027.00 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 30 Sep, 2025 | 290,621 | 97,009 | 50.10% | $67,426,978.00 |
| TWO SIGMA INVESTMENTS, LP | 30 Sep, 2025 | 286,175 | 125,507 | 78.12% | $66,395,462.00 |