MORN · Morningstar, Inc. · Shareholders & Ownership
$213.79
+2.03 (+0.96%)
At close · Oct 21
Return incl. dividend (before tax)
Market Cap
$7.94B
Shares
37.51M
Volume · Oct 21
189.77K
Avg daily vol (3M)
318.74K
Every disclosed holder of MORN in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns MORN
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 24,256,767 | 64.66% |
| Insiders (Forms 3, 4, 5) | 8,639,047 | 23.03% |
| 13D/G-only blocks | 1,759,321 | 4.69% |
| Remaining | 2,858,436 | 7.62% |
| Registered funds (N-PORT, not summed) | 11,821,684 | 31.51% |
Shares outstanding: 37,513,571, the issuer's latest cover-page count restated onto today's split basis.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of MORN
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
Mansueto Joseph D
Insider
CIK 1324069 · Aug 24, 2026
Director, Executive Chairman, 10% Owner, issuer-wide
|
8,088,192 | ||
| 1.1 |
Joseph D. Mansueto
13G
CIK 1324069 · Unknown · Jun 30, 2026
Rule 13d-1(d), exempt investor, not summed
|
14,709,759 | ||
| 2 |
BAMCO INC /NY/
13F
CIK 1017918 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,499,146 | ||
| 2.1 |
BAMCO INC /NY/
13G
CIK 1017918 · Registered investment adviser · Jun 30, 2026
Rule 13d-1(b), qualified institution, not summed
|
3,499,146 | ||
| 2.2 |
Baron Partners Fund
Fund
S000000588 · Registered fund · Jun 30, 2026
BARON SELECT FUNDS, not summed
|
1,892,591 | ||
| 2.3 |
Baron Focused Growth Fund
Fund
S000022521 · Registered fund · Jun 30, 2026
BARON SELECT FUNDS, not summed
|
728,184 | ||
| 2.4 |
Baron Generational Growth Fund
Fund
S000000583 · Registered fund · Jun 30, 2026
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed
|
535,000 | ||
| 2.5 |
Baron First Principles ETF
Fund
S000096481 · Registered fund · Jun 30, 2026
Baron ETF Trust, not summed
|
62,191 | ||
| 3 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,081,736 | ||
| 3.1 |
iShares Core S&P Mid-Cap ETF
Fund
S000004307 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
754,113 | ||
| 3.2 |
iShares Russell Mid-Cap ETF
Fund
S000004338 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
79,929 | ||
| 3.3 |
iShares S&P Mid-Cap 400 Growth ETF
Fund
S000004308 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
64,513 | ||
| 3.4 |
iShares S&P Mid-Cap 400 Value ETF
Fund
S000004309 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
56,314 | ||
| 3.5 |
iShares Russell 1000 Value ETF
Fund
S000004345 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
40,692 | ||
| 4 |
Select Equity Group, L.P.
13G
CIK 1592643 · Registered investment adviser · Sep 30, 2024
Rule 13d-1(b), qualified institution
|
1,759,321 | ||
| 5 |
WELLINGTON MANAGEMENT GROUP LLP
13F
CIK 902219 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,493,037 | ||
| 5.1 |
VANGUARD ADVICE SELECT GLOBAL VALUE FUND
Fund
S000074282 · Registered fund · Jul 31, 2026
VANGUARD WHITEHALL FUNDS, not summed
|
63,942 | ||
| 6 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,484,135 | ||
| 6.1 |
E*TRADE No Fee Total Market Index Fund
Fund
S000090722 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
|
56 | ||
| 7 |
AQR CAPITAL MANAGEMENT LLC
13F
CIK 1167557 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,304,388 | ||
| 7.1 |
AQR Style Premia Alternative Fund
Fund
S000042050 · Registered fund · Jun 30, 2026
AQR Funds, not summed
|
17,939 | ||
| 7.2 |
AQR Managed Futures Strategy HV Fund
Fund
S000041117 · Registered fund · Jun 30, 2026
AQR Funds, not summed
|
9,917 | ||
| 7.3 |
AQR Managed Futures Strategy Fund
Fund
S000027214 · Registered fund · Jun 30, 2026
AQR Funds, not summed
|
8,343 | ||
| 7.4 |
AQR Alternative Risk Premia Fund
Fund
S000058563 · Registered fund · Jun 30, 2026
AQR Funds, not summed
|
7,458 | ||
| 7.5 |
AQR Trend Total Return Fund
Fund
S000074759 · Registered fund · Jun 30, 2026
AQR Funds, not summed
|
2,295 | ||
| 8 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
950,075 | ||
| 9 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
894,406 | ||
| 10 |
Eaton Vance Atlanta Capital SMID-Cap Fund
Fund
S000005198 · Registered fund · Jun 30, 2026
Eaton Vance Growth Trust, not summed
|
842,288 | ||
| 11 |
|
716,473 | ||
| 11.1 |
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF
Fund
S000006986 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
111,664 | ||
| 11.2 |
State Street(R) SPDR(R) S&P(R) Capital Markets ETF
Fund
S000006978 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
36,077 | ||
| 11.3 |
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF
Fund
S000006988 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
17,369 | ||
| 11.4 |
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF
Fund
S000006987 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
16,743 | ||
| 11.5 |
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
Fund
S000050332 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
6,997 | ||
| 12 |
VANGUARD WINDSOR FUND
Fund
S000004417 · Registered fund · Jul 31, 2026
VANGUARD WINDSOR FUNDS, not summed
|
677,933 | ||
| 13 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
604,105 | ||
| 14 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
578,315 | ||
| 15 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
561,857 | ||
| 15.1 |
U.S. SMALL CAP PORTFOLIO
Fund
S000000971 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
130,056 | ||
| 15.2 |
Dimensional U.S. Small Cap ETF
Fund
S000070906 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
105,177 | ||
| 15.3 |
U.S. CORE EQUITY 1 PORTFOLIO
Fund
S000000979 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
62,099 | ||
| 15.4 |
U.S. CORE EQUITY 2 PORTFOLIO
Fund
S000000980 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
42,526 | ||
| 15.5 |
U.S. Small Cap Growth Portfolio
Fund
S000039439 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
41,162 | ||
| 16 |
LOS ANGELES CAPITAL MANAGEMENT LLC
13F
CIK 1177206 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
557,955 | ||
| 17 |
TWO SIGMA INVESTMENTS, LP
13F
CIK 1179392 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
484,249 | ||
| 18 |
VANGUARD SMALL-CAP INDEX FUND
Fund
S000002845 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
435,370 | ||
| 19 |
JANE STREET GROUP, LLC
13F
CIK 1595888 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
431,301 | ||
| 20 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
13F
CIK 1164508 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
420,742 | ||
| 21 |
Copeland Capital Management, LLC
13F
CIK 1541743 · Investment adviser · Sep 30, 2026
|
333,586 | ||
| 22 |
VANGUARD EXPLORER FUND
Fund
S000002578 · Registered fund · Jul 31, 2026
VANGUARD EXPLORER FUND, not summed
|
319,185 | ||
| 23 |
|
304,141 | ||
| 24 |
KENSICO CAPITAL MANAGEMENT CORP
13F
CIK 1113000 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
284,100 | ||
| 25 |
Invesco Ltd.
13F
CIK 914208 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
259,287 | ||
| 25.1 |
Invesco S&P MidCap Quality ETF
Fund
S000013108 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
154,946 | ||
| 25.2 |
Invesco S&P MidCap 400 GARP ETF
Fund
S000060794 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
39,143 | ||
| 25.3 |
Invesco RAFI US 1500 Small-Mid ETF
Fund
S000013120 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
21,737 | ||
| 25.4 |
Invesco Russell 1000 Dynamic Multifactor ETF
Fund
S000064607 · Registered fund · May 31, 2026
Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
|
9,037 | ||
| 25.5 |
Invesco S&P MidCap 400 Revenue ETF
Fund
S000064595 · Registered fund · May 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
6,399 | ||
| 26 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
253,259 | ||
| 27 |
VANGUARD SMALL-CAP GROWTH INDEX FUND
Fund
S000002846 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
250,133 | ||
| 28 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
13F
CIK 912938 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
244,324 | ||
| 28.1 |
MFS Active Mid Cap ETF
Fund
S000094824 · Registered fund · May 31, 2026
MFS Active Exchange Traded Funds Trust, not summed
|
1,446 | ||
| 28.2 |
MFS Intrinsic Equity Fund
Fund
S000074687 · Registered fund · Jul 31, 2026
MFS Series Trust VII, not summed
|
130 | ||
| 29 |
RENAISSANCE TECHNOLOGIES LLC
13F
CIK 1037389 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
238,770 | ||
| 30 |
JPMORGAN CHASE & CO
13F
CIK 19617 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
236,316 | ||
| 31 |
Bank of New York Mellon Corp
13F
CIK 1390777 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
232,481 | ||
| 31.1 |
BNY Mellon US Mid Cap Core Equity ETF
Fund
S000067261 · Registered fund · Jul 31, 2026
BNY Mellon ETF Trust, not summed
|
2,944 | ||
| 32 |
|
209,075 | ||
| 33 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
206,136 | ||
| 33.1 |
Schwab U.S. Mid-Cap ETF
Fund
S000026635 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
62,275 | ||
| 33.2 |
Schwab Fundamental U.S. Small Company ETF
Fund
S000040878 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
36,536 | ||
| 33.3 |
Schwab U.S. Large-Cap ETF
Fund
S000026632 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
24,552 | ||
| 33.4 |
Schwab U.S. Broad Market ETF
Fund
S000026631 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
13,784 | ||
| 33.5 |
Schwab Total Stock Market Index Fund
Fund
S000005913 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
13,537 | ||
| 34 |
Quantinno Capital Management LP
13F
CIK 1759654 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
203,220 | ||
| 35 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
192,610 | ||
| 36 |
BNP PARIBAS ASSET MANAGEMENT Holding S.A.
13F
CIK 1520354 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
191,181 | ||
| 37 |
FMR LLC
13F
CIK 315066 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
180,968 | ||
| 37.1 |
Strategic Advisers Fidelity U.S. Total Stock Fund
Fund
S000061481 · Registered fund · May 31, 2026
Fidelity Rutland Square Trust II, not summed
|
123,361 | ||
| 37.2 |
Fidelity Extended Market Index Fund
Fund
S000006021 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
118,775 | ||
| 37.3 |
Fidelity Enhanced Mid Cap Core ETF
Fund
S000081803 · Registered fund · Jun 30, 2026
Fidelity Covington Trust, not summed
|
81,748 | ||
| 37.4 |
Fidelity Mid Cap Index Fund
Fund
S000033637 · Registered fund · Jul 31, 2026
Fidelity Salem Street Trust, not summed
|
73,749 | ||
| 37.5 |
Strategic Advisers U.S. Total Stock Fund
Fund
S000084926 · Registered fund · May 31, 2026
Fidelity Rutland Square Trust II, not summed
|
62,692 | ||
| 38 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
179,184 | ||
| 38.1 |
Goldman Sachs Innovate Equity ETF
Fund
S000068597 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
|
1,362 | ||
| 38.2 |
Goldman Sachs Absolute Return Tracker Fund
Fund
S000020314 · Registered fund · Jun 30, 2026
GOLDMAN SACHS TRUST, not summed
|
965 | ||
| 38.3 |
Goldman Sachs MarketBeta U.S. 1000 Equity ETF
Fund
S000075322 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust II, not summed
|
792 | ||
| 38.4 |
Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
Fund
S000083005 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
|
271 | ||
| 38.5 |
Goldman Sachs JUST U.S. Large Cap Equity ETF
Fund
S000061377 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
|
264 | ||
| 39 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
169,919 | ||
| 39.1 |
Mid Cap Index Fund
Fund
S000001273 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
14,339 | ||
| 39.2 |
FlexShares Morningstar US Market Factor Tilt Index Fund
Fund
S000033312 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
474 | ||
| 40 |
State Street SPDR S&P MidCap 400SM ETF Trust
Fund
· Registered fund · Jun 30, 2026
SPDR S&P MIDCAP 400 ETF TRUST, not summed
|
169,707 | ||
| 40.1 |
ROYCE SMALL-CAP TRUST, INC.
Fund
· Registered fund · Jun 30, 2026
ROYCE SMALL-CAP TRUST, INC., not summed
|
11,349 | ||
| 40.2 |
ROYCE GLOBAL TRUST, INC.
Fund
· Registered fund · Jun 30, 2026
ROYCE GLOBAL TRUST, INC., not summed
|
5,414 | ||
| 40.3 |
Nuveen S&P 500 Dynamic Overwrite Fund
Fund
· Registered fund · Jun 30, 2026
Nuveen S&P 500 Dynamic Overwrite Fund, not summed
|
4,333 | ||
| 41 |
MILLENNIUM MANAGEMENT LLC
13F
CIK 1273087 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
162,620 | ||
| 42 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC
13F
CIK 1556921 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
162,073 | ||
| 43 |
BROOKFIELD Corp /ON/
13F
CIK 1001085 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
156,792 | ||
| 44 |
NORGES BANK
13F
CIK 1374170 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
155,686 | ||
| 45 |
CONFLUENCE INVESTMENT MANAGEMENT LLC
13F
CIK 1442056 · Registered investment adviser · Sep 30, 2026
|
149,383 | ||
| 46 |
NORDEA INVESTMENT MANAGEMENT AB
13F
CIK 1218210 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
147,892 | ||
| 47 |
ROYCE & ASSOCIATES LP
13F
CIK 906304 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
144,996 | ||
| 47.1 |
Royce Premier Fund
Fund
S000009505 · Registered fund · Jun 30, 2026
ROYCE FUND, not summed
|
77,278 | ||
| 47.2 |
Royce Small-Cap Fund
Fund
S000009507 · Registered fund · Jun 30, 2026
ROYCE FUND, not summed
|
27,951 | ||
| 48 |
Gotham Asset Management, LLC
13F
CIK 1510387 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
142,299 | ||
| 48.1 |
Gotham Absolute Return Fund
Fund
S000038174 · Registered fund · Jun 30, 2026
FundVantage Trust, not summed
|
842 | ||
| 48.2 |
Gotham Enhanced Return Fund
Fund
S000040832 · Registered fund · Jun 30, 2026
FundVantage Trust, not summed
|
221 | ||
| 48.3 |
Gotham Neutral Fund
Fund
S000041944 · Registered fund · Jun 30, 2026
FundVantage Trust, not summed
|
111 | ||
| 49 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
136,878 | ||
| 50 |
AMERIPRISE FINANCIAL INC
13F
CIK 820027 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
136,872 | ||
| 50.1 |
Multi-Manager Large Cap Growth Strategies Fund
Fund
S000091548 · Registered fund · Jun 30, 2026
COLUMBIA FUNDS SERIES TRUST I, not summed
|
108,124 | ||
| 50.2 |
Columbia Mid Cap Index Fund
Fund
S000010826 · Registered fund · May 31, 2026
COLUMBIA FUNDS SERIES TRUST, not summed
|
16,399 | ||
| 50.3 |
Columbia Research Enhanced Core ETF
Fund
S000066076 · Registered fund · Jul 31, 2026
Columbia ETF Trust I, not summed
|
6,390 | ||
| 50.4 |
Columbia Research Enhanced Value ETF
Fund
S000066077 · Registered fund · Jul 31, 2026
Columbia ETF Trust I, not summed
|
679 | ||
| 50.5 |
Columbia Research Enhanced Mid Cap ETF
Fund
S000095312 · Registered fund · Jun 30, 2026
Columbia ETF Trust I, not summed
|
15 |
88 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
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Key facts
CIK
1289419
CUSIP
617700109
13F (30d)
58 filings
53 filers
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