MORNINGSTAR, INC.

PublicCIK: 1289419
MORNNASDAQ
Location

CHICAGO, IL

13F Filings

Institutional Holders

MORNINGSTAR, INC.MORN— Latest position per institution from SEC 13F filings

15

Institutional holders

26.01M

Total shares held

3.87B

Estimated value

1.30M

Avg. position size

1

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

CIK 1081019

Shares

3.58M

Value

22.95K

Filed

Jun 30, 2026

2

BAMCO INC /NY/

CIK 1017918

Shares

3.50M

Value

545.94M

Filed

Jun 30, 2026

3

BLACKROCK FINANCE, INC.

CIK 1364742

Shares

2.54M

Value

750.47M

Filed

Jun 30, 2024

4

VANGUARD GROUP INC

CIK 102909

Shares

2.37M

Value

515.97M

Filed

Dec 31, 2025

5

BLACKROCK, INC.

CIK 2012383

Shares

2.08M

Value

324.79M

Filed

Jun 30, 2026

6

WELLINGTON MANAGEMENT GROUP LLP

CIK 902219

Shares

1.49M

Value

232.94M

Filed

Jun 30, 2026

7

MORGAN STANLEY

CIK 895421

Shares

1.48M

Value

231.56M

Filed

Jun 30, 2026

8

AQR CAPITAL MANAGEMENT LLC

CIK 1167557

Shares

1.30M

Value

203.51M

Filed

Jun 30, 2026

9

ATLANTA CAPITAL MANAGEMENT CO L L C

CIK 1027817

Shares

1.03M

Value

218.61K

Filed

Sep 30, 2022

10

VANGUARD PORTFOLIO MANAGEMENT LLC

CIK 2100121

Shares

950.08K

Value

148.23M

Filed

Jun 30, 2026

11

VANGUARD CAPITAL MANAGEMENT LLC

CIK 2100119

Shares

894.41K

Value

139.55M

Filed

Jun 30, 2026

12

STATE STREET CORP

CIK 93751

Shares

716.47K

Value

111.78M

Filed

Jun 30, 2026

13

SELECT EQUITY GROUP, L.P.

CIK 1592643

Shares

637.72K

Value

107.81M

Filed

Mar 31, 2026

14

GEODE CAPITAL MANAGEMENT, LLC

CIK 1214717

Shares

578.32K

Value

90.24M

Filed

Jun 30, 2026

15

DIMENSIONAL FUND ADVISORS LP

CIK 354204

Shares

561.86K

Value

87.66M

Filed

Jun 30, 2026

16

LOS ANGELES CAPITAL MANAGEMENT LLC

CIK 1177206

Shares

557.96K

Value

87.05M

Filed

Jun 30, 2026

17

TWO SIGMA INVESTMENTS, LP

CIK 1179392

Shares

484.25K

Value

75.55M

Filed

Jun 30, 2026

18

JANE STREET GROUP, LLC

CIK 1595888

Shares

433.30K

Value

67.60M

Filed

Jun 30, 2026

19

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

CIK 1164508

Shares

420.74K

Value

65.64M

Filed

Jun 30, 2026

20

PERPETUAL LTD

CIK 1647273

Shares

392.11K

Value

79.61M

Filed

Mar 31, 2023

Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.