MORN

Morningstar, Inc.

Company with tickers: MORN

CIK
1289419
CUSIP
617700109
Shares Outstanding
38,517,417
Report Date:
Holders: 462
Total Value: $3,884,199,714
Total Shares: 17,874,005
Showing top 100 of 462 holders by value
Holder Value (USD) Shares Action
Select Equity Group, L.P. $330,852,736 1,522,492 View
BAMCO INC /NY/ $269,854,254 1,241,794 View
WELLINGTON MANAGEMENT GROUP LLP $246,910,445 1,136,213 View
AQR CAPITAL MANAGEMENT LLC $195,643,538 900,297 View
STATE STREET CORP $162,310,360 746,907 View
GEODE CAPITAL MANAGEMENT, LLC $129,730,157 596,982 View
DIMENSIONAL FUND ADVISORS LP $102,564,016 471,971 View
JANE STREET GROUP, LLC $92,198,330 424,271 View
TWO SIGMA INVESTMENTS, LP $83,111,078 382,454 View
JPMORGAN CHASE & CO $79,439,837 365,560 View
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $78,598,199 361,687 View
TWO SIGMA ADVISERS, LP $76,971,202 354,200 View
MILLENNIUM MANAGEMENT LLC $74,718,349 343,833 View
WASATCH ADVISORS INC $73,030,285 336,065 View
RENAISSANCE TECHNOLOGIES LLC $70,358,458 323,770 View
UBS Group AG $64,181,856 295,347 View
NORGES BANK $62,366,666 286,994 View
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $61,954,646 285,098 View
Invesco Ltd. $59,108,101 271,999 View
CI Private Wealth, LLC $56,713,128 260,978 View
Qube Research & Technologies Ltd $52,651,605 242,288 View
VOLORIDGE INVESTMENT MANAGEMENT, LLC $49,243,532 226,605 View
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $41,272,601 189,925 View
Quantinno Capital Management LP $41,020,304 188,764 View
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $40,839,285 187,931 View
NORTHERN TRUST CORP $38,379,118 176,610 View
Bank of New York Mellon Corp $36,933,351 169,957 View
BANK OF AMERICA CORP /DE/ $35,706,419 164,311 View
M&G Plc $33,954,035 156,247 View
BlackRock, Inc. $33,556,138 154,416 View
SCHRODER INVESTMENT MANAGEMENT GROUP $32,785,994 150,872 View
FMR LLC $32,383,317 149,019 View
Point72 Asset Management, L.P. $31,709,223 145,917 View
DF DENT & CO INC $31,638,380 145,591 View
ROYCE & ASSOCIATES LP $31,077,720 143,011 View
Colony Group, LLC $29,750,608 136,904 View
HRT FINANCIAL LLC $28,023,428 128,956 View
GOLDMAN SACHS GROUP INC $24,734,657 113,822 View
AMERICAN CAPITAL MANAGEMENT INC $24,569,937 113,064 View
Copeland Capital Management, LLC $22,878,830 105,282 View
Gotham Asset Management, LLC $21,792,498 100,283 View
PRINCIPAL FINANCIAL GROUP INC $19,138,708 88,071 View
ENVESTNET ASSET MANAGEMENT INC $18,682,792 85,973 View
Engineers Gate Manager LP $16,989,078 78,179 View
NORDEA INVESTMENT MANAGEMENT AB $16,629,429 76,524 View
CONGRESS ASSET MANAGEMENT CO /MA $16,198,504 74,541 View
Nuveen, LLC $15,447,914 71,087 View
CONFLUENCE INVESTMENT MANAGEMENT LLC $15,436,180 71,033 View
Chicago Capital, LLC $15,003,299 69,041 View
UBS ASSET MANAGEMENT AMERICAS INC $15,001,339 69,032 View
FIRST TRUST ADVISORS LP $13,945,868 64,175 View
RHUMBLINE ADVISERS $13,740,293 63,229 View
CAPITAL FUND MANAGEMENT S.A. $13,301,327 61,209 View
SEI INVESTMENTS CO $12,879,311 59,267 View
MEEDER ASSET MANAGEMENT INC $12,538,132 57,697 View
JANUS HENDERSON GROUP PLC $12,514,665 57,589 View
Premier Fund Managers Ltd $12,228,468 56,272 View
BARLOW WEALTH PARTNERS, INC. $12,067,876 55,533 View
IEQ CAPITAL, LLC $11,214,717 51,607 View
Jump Financial, LLC $10,966,983 50,467 View
Swiss National Bank $10,865,500 50,000 View
ALGERT GLOBAL LLC $10,638,845 48,957 View
SUSQUEHANNA INTERNATIONAL GROUP, LLP $10,488,683 48,266 View
Sone Capital Management, LLC $9,487,319 43,658 View
PRUDENTIAL FINANCIAL INC $9,162,658 42,164 View
Legal & General Group Plc $8,495,299 39,093 View
PANAGORA ASSET MANAGEMENT INC $8,433,583 38,809 View
Verition Fund Management LLC $8,115,007 37,343 View
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM $7,707,768 35,469 View
Thrivent Financial for Lutherans $7,646,051 35,185 View
CI INVESTMENTS INC. $7,633,665 35,128 View
Squarepoint Ops LLC $7,446,561 34,267 View
BANK OF NOVA SCOTIA $7,432,002 34,200 View
COOPER INVESTORS PTY LTD $6,929,363 31,887 View
RAYMOND JAMES FINANCIAL INC $6,688,366 30,778 View
XTX Topco Ltd $6,543,638 30,112 View
WINTON GROUP Ltd $6,533,859 30,067 View
Creative Planning $6,427,595 29,578 View
Retirement Systems of Alabama $6,221,367 28,629 View
WORLDQUANT MILLENNIUM ADVISORS LLC $6,111,843 28,125 View
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $5,763,930 26,524 View
NICHOLAS COMPANY, INC. $5,718,512 26,315 View
ALLIANCEBERNSTEIN L.P. $5,696,998 26,216 View
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $5,521,195 25,407 View
SEGALL BRYANT & HAMILL, LLC $5,181,974 23,846 View
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $5,128,516 23,600 View
BARCLAYS PLC $5,052,890 23,252 View
UNITED CAPITAL FINANCIAL ADVISERS, LLC $5,029,422 23,144 View
D. E. Shaw & Co., Inc. $4,947,496 22,767 View
WELLS FARGO & COMPANY/MN $4,946,625 22,763 View
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $4,928,590 22,680 View
PRICE T ROWE ASSOCIATES INC /MD/ $4,732,359 21,777 View
VAN ECK ASSOCIATES CORP $4,605,233 21,192 View
Trexquant Investment LP $4,416,391 20,323 View
Crawford Fund Management, LLC $4,411,393 20,300 View
AMERIPRISE FINANCIAL INC $4,298,607 19,781 View
BNP PARIBAS ARBITRAGE, SA $4,294,262 19,761 View
CANADA PENSION PLAN INVESTMENT BOARD $4,107,159 18,900 View
GREAT WEST LIFE ASSURANCE CO /CAN/ $3,969,819 18,268 View
MANUFACTURERS LIFE INSURANCE COMPANY, THE $3,864,641 17,784 View