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

20.71M

Total shares held

3.79B

Estimated value

1.04M

Avg. position size

1

BLACKROCK FINANCE, INC.

CIK 1364742

Shares

2.54M

Value

750.47M

Filed

Jun 30, 2024

2

VANGUARD GROUP INC

CIK 102909

Shares

2.37M

Value

515.97M

Filed

Dec 31, 2025

3

BLACKROCK, INC.

CIK 2012383

Shares

2.34M

Value

395.28M

Filed

Mar 31, 2026

4

MORGAN STANLEY

CIK 895421

Shares

1.73M

Value

292.55M

Filed

Mar 31, 2026

5

WELLINGTON MANAGEMENT GROUP LLP

CIK 902219

Shares

1.66M

Value

281.03M

Filed

Mar 31, 2026

6

VANGUARD PORTFOLIO MANAGEMENT LLC

CIK 2100121

Shares

1.05M

Value

177.81M

Filed

Mar 31, 2026

7

ATLANTA CAPITAL MANAGEMENT CO L L C

CIK 1027817

Shares

1.03M

Value

218.61K

Filed

Sep 30, 2022

8

VANGUARD CAPITAL MANAGEMENT LLC

CIK 2100119

Shares

989.47K

Value

167.27M

Filed

Mar 31, 2026

9

TWO SIGMA INVESTMENTS, LP

CIK 1179392

Shares

859.46K

Value

145.29M

Filed

Mar 31, 2026

10

BAMCO INC /NY/

CIK 1017918

Shares

759.51K

Value

128.40M

Filed

Mar 31, 2026

11

STATE STREET CORP

CIK 93751

Shares

735.57K

Value

124.35M

Filed

Mar 31, 2026

12

LOS ANGELES CAPITAL MANAGEMENT LLC

CIK 1177206

Shares

645.38K

Value

109.10M

Filed

Mar 31, 2026

13

SELECT EQUITY GROUP, L.P.

CIK 1592643

Shares

637.72K

Value

107.81M

Filed

Mar 31, 2026

14

AQR CAPITAL MANAGEMENT LLC

CIK 1167557

Shares

623.63K

Value

105.21M

Filed

Mar 31, 2026

15

GEODE CAPITAL MANAGEMENT, LLC

CIK 1214717

Shares

599.22K

Value

101.32M

Filed

Mar 31, 2026

16

DIMENSIONAL FUND ADVISORS LP

CIK 354204

Shares

517.77K

Value

87.51M

Filed

Mar 31, 2026

17

RENAISSANCE TECHNOLOGIES LLC

CIK 1037389

Shares

448.87K

Value

75.88M

Filed

Mar 31, 2026

18

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

CIK 1164508

Shares

394.93K

Value

66.76M

Filed

Mar 31, 2026

19

PERPETUAL LTD

CIK 1647273

Shares

392.11K

Value

79.61M

Filed

Mar 31, 2023

20

PENDAL GROUP LTD

CIK 1541741

Shares

381.93K

Value

82.72M

Filed

Dec 31, 2022

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