Who owns Morningstar, Inc.?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of MORN from SEC Form 13F filings across 418 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 418 institutions disclosed 24.3M shares of Morningstar, Inc. worth $3.79B — about 64.2% of shares outstanding; the largest disclosed holder is BAMCO INC /NY/. Source: SEC Form 13F filings, parsed by EvidInvest.
418
13F holders
$3.79B
value, 2026 filers
64.2%
of shares outstanding (24.3M sh)
76
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of MORN's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BAMCO INC /NY/ | 3.5M | $545.9M | 0.8% | 9.3% | +360.7% |
| 2 | BlackRock, Inc. | 2.1M | $324.8M | 0.0% | 5.5% | -11.0% |
| 3 | WELLINGTON MANAGEMENT GROUP LLP | 1.5M | $232.9M | 0.0% | 3.9% | -10.2% |
| 4 | MORGAN STANLEY | 1.5M | $231.6M | 0.0% | 3.9% | -14.2% |
| 5 | AQR CAPITAL MANAGEMENT LLC | 1.3M | $203.5M | 0.1% | 3.5% | +109.2% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 950,075 | $148.2M | 0.0% | 2.5% | -9.7% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 894,406 | $139.5M | 0.0% | 2.4% | -9.6% |
| 8 | STATE STREET CORP | 716,473 | $111.8M | 0.0% | 1.9% | -2.6% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 578,315 | $90.2M | 0.0% | 1.5% | -3.5% |
| 10 | DIMENSIONAL FUND ADVISORS LP | 561,857 | $87.7M | 0.0% | 1.5% | +8.5% |
| 11 | LOS ANGELES CAPITAL MANAGEMENT LLC | 557,955 | $87.1M | 0.3% | 1.5% | -13.5% |
| 12 | TWO SIGMA INVESTMENTS, LP | 484,249 | $75.6M | 0.1% | 1.3% | -43.7% |
| 13 | JANE STREET GROUP, LLC | 431,301 | $67.3M | 0.0% | 1.1% | +29.2% |
| 14 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 420,742 | $65.6M | 0.0% | 1.1% | +6.5% |
| 15 | KENSICO CAPITAL MANAGEMENT CORP | 284,100 | $44.3M | 0.8% | 0.8% | +110.4% |
| 16 | Invesco Ltd. | 259,287 | $40.5M | 0.0% | 0.7% | -9.1% |
| 17 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 244,324 | $37.9M | 0.0% | 0.6% | -4.1% |
| 18 | RENAISSANCE TECHNOLOGIES LLC | 238,770 | $37.3M | 0.1% | 0.6% | -46.8% |
| 19 | JPMORGAN CHASE & CO | 236,316 | $37.0M | 0.0% | 0.6% | -45.0% |
| 20 | Bank of New York Mellon Corp | 232,481 | $36.3M | 0.0% | 0.6% | +32.8% |
| 21 | Copeland Capital Management, LLC | 229,546 | $35.8M | 0.7% | 0.6% | +69.8% |
| 22 | UBS Group AG | 209,075 | $32.6M | 0.0% | 0.6% | +198.9% |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 206,136 | $32.2M | 0.0% | 0.5% | -3.6% |
| 24 | Quantinno Capital Management LP | 203,220 | $31.7M | 0.0% | 0.5% | +8.7% |
| 25 | BANK OF AMERICA CORP /DE/ | 192,610 | $30.1M | 0.0% | 0.5% | +4.9% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.