Company · Ownership research

Morningstar, Inc. MORN

CIK 0001289419 · CUSIP 617700109

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 617700109 (MORN), not CUSIP 617700959 (MORN), CUSIP 617700909 (MORN), and does not merge CUSIPs.

This page lists the top 20 of 450 rows by value; the complete set is available through the API.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	BlackRock, Inc. CIK 2012383 · View history	$395.28M 2,338,218 shares	0.01%	-24.98K(-1.10%)Reduced	SEC filing ↗ May 13, 2026	▾
02	MORGAN STANLEY CIK 895421 · View history	$292.55M 1,730,549 shares	0.02%	-275.78K(-13.70%)Reduced	SEC filing ↗ May 15, 2026	▾
03	WELLINGTON MANAGEMENT GROUP LLP CIK 902219 · View history	$281.03M 1,662,405 shares	0.05%	+526.19K(+46.30%)Added	SEC filing ↗ May 15, 2026	▾
04	VANGUARD PORTFOLIO MANAGEMENT LLC CIK 2100121 · Amended · View history	$177.81M 1,051,820 shares	0.01%	—	SEC filing ↗ May 8, 2026	▾
05	VANGUARD CAPITAL MANAGEMENT LLC CIK 2100119 · Amended · View history	$167.27M 989,467 shares	0.00%	—	SEC filing ↗ May 15, 2026	▾
06	TWO SIGMA INVESTMENTS, LP CIK 1179392 · View history	$145.29M 859,459 shares	0.12%	+477.00K(+124.70%)Added	SEC filing ↗ May 15, 2026	▾
07	BAMCO INC /NY/ CIK 1017918 · View history	$128.40M 759,515 shares	0.39%	-482.28K(-38.80%)Reduced	SEC filing ↗ May 15, 2026	▾
08	STATE STREET CORP CIK 93751 · View history	$124.35M 735,574 shares	0.00%	-11.33K(-1.50%)Reduced	SEC filing ↗ May 15, 2026	▾
09	LOS ANGELES CAPITAL MANAGEMENT LLC CIK 1177206 · View history	$109.10M 645,384 shares	0.43%	+645.27K(+581,327.00%)Added	SEC filing ↗ May 8, 2026	▾
10	Select Equity Group, L.P. CIK 1592643 · View history	$107.81M 637,723 shares	0.57%	-884.77K(-58.10%)Reduced	SEC filing ↗ May 15, 2026	▾
11	AQR CAPITAL MANAGEMENT LLC CIK 1167557 · View history	$105.21M 623,629 shares	0.05%	-276.67K(-30.70%)Reduced	SEC filing ↗ May 15, 2026	▾
12	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$101.32M 599,222 shares	0.01%	+2.24K(+0.40%)Added	SEC filing ↗ May 15, 2026	▾
13	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$87.51M 517,769 shares	0.02%	+45.80K(+9.70%)Added	SEC filing ↗ May 7, 2026	▾
14	RENAISSANCE TECHNOLOGIES LLC CIK 1037389 · View history	$75.88M 448,870 shares	0.12%	+125.10K(+38.60%)Added	SEC filing ↗ May 14, 2026	▾
15	JPMORGAN CHASE & CO CIK 19617 · Amended · View history	$70.82M 430,056 shares	0.00%	+64.50K(+17.60%)Added	SEC filing ↗ May 13, 2026	▾
16	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 1164508 · View history	$66.76M 394,931 shares	0.04%	+109.83K(+38.50%)Added	SEC filing ↗ May 14, 2026	▾
17	JANE STREET GROUP, LLC CIK 1595888 · View history	$56.44M 333,861 shares	0.06%	-90.41K(-21.30%)Reduced	SEC filing ↗ May 12, 2026	▾
18	MILLENNIUM MANAGEMENT LLC CIK 1273087 · View history	$54.60M 323,006 shares	0.04%	-20.83K(-6.10%)Reduced	SEC filing ↗ May 15, 2026	▾
19	Invesco Ltd. CIK 914208 · Amended · View history	$48.20M 285,130 shares	0.00%	+13.13K(+4.80%)Added	SEC filing ↗ May 12, 2026	▾
20	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 912938 · View history	$42.85M 254,739 shares	0.01%	-106.95K(-29.60%)Reduced	SEC filing ↗ May 14, 2026	▾

Showing 20 / 450 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

450

Cancelled or null records excluded

Disclosed shares

23,578,327

Not deduplicated across managers

Disclosed value

$3.99B

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

Morningstar, Inc. · Q1 2026

Explore all 450 reporting institutions.

This page includes 20 of 450 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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{"action":"holders","cusip":"617700109","quarter":"2026Q1","type":"positions","page_size":100}

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.