Morningstar, Inc. (NASDAQ:MORN) has 435 institutional investors with active 13F positions as of March 2026.
| Owner Name | Date | Shares Held | Change (QoQ) | Change (%) | Value (USD) |
|---|---|---|---|---|---|
| BlackRock, Inc. | 31 Mar, 2026 | 2,338,218 | -24,983 | -1.06% | $395,275,707.00 |
| Morgan Stanley | 31 Mar, 2026 | 1,730,549 | -275,776 | -13.75% | $292,549,533.00 |
| WELLINGTON MANAGEMENT GROUP LLP | 31 Mar, 2026 | 1,662,405 | 526,192 | 46.31% | $281,029,566.00 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 31 Mar, 2026 | 1,051,820 | 1,051,820 | 0.00% | $177,810,171.00 |
| VANGUARD CAPITAL MANAGEMENT LLC | 31 Mar, 2026 | 989,467 | 989,467 | 0.00% | $167,269,396.00 |
| TWO SIGMA INVESTMENTS, LP | 31 Mar, 2026 | 859,459 | 477,005 | 124.72% | $145,291,544.00 |
| BAMCO INC /NY/ | 31 Mar, 2026 | 759,515 | -482,279 | -38.84% | $128,396,011.00 |
| State Street Corp | 31 Mar, 2026 | 735,574 | -11,333 | -1.52% | $124,348,785.00 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 31 Mar, 2026 | 645,384 | 645,273 | 581,327.00% | $109,102,164.00 |
| Select Equity Group, L.P. | 31 Mar, 2026 | 637,723 | -884,769 | -58.11% | $107,807,073.00 |
| AQR CAPITAL MANAGEMENT LLC | 31 Mar, 2026 | 623,616 | -276,681 | -30.73% | $105,204,100.00 |
| GEODE CAPITAL MANAGEMENT, LLC | 31 Mar, 2026 | 599,222 | 2,240 | 0.38% | $101,316,057.00 |
| DIMENSIONAL FUND ADVISORS LP | 31 Mar, 2026 | 517,769 | 45,798 | 9.70% | $87,513,841.00 |
| RENAISSANCE TECHNOLOGIES LLC | 31 Mar, 2026 | 448,870 | 125,100 | 38.64% | $75,881,474.00 |
| Jpmorgan Chase & Co | 31 Mar, 2026 | 430,056 | 64,496 | 17.64% | $70,817,321.00 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 31 Mar, 2026 | 394,931 | 109,833 | 38.52% | $66,763,086.00 |
| JANE STREET GROUP, LLC | 31 Mar, 2026 | 333,861 | -90,410 | -21.31% | $56,439,202.00 |
| MILLENNIUM MANAGEMENT LLC | 31 Mar, 2026 | 323,006 | -20,827 | -6.06% | $54,604,164.00 |
| Invesco Ltd. | 31 Mar, 2026 | 285,130 | 13,131 | 4.83% | $48,201,228.00 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 31 Mar, 2026 | 254,739 | -106,948 | -29.57% | $42,854,502.00 |