Morningstar Inc (MORN)
Financial Services
Financial Data & Stock Exchanges
192.60 $
-0.3%
vs. previous close
Closing price · As of: 31. Jul 2026
Who owns Morningstar Inc (MORN)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 50.6% of the shares are freely tradable; institutional investors hold 64.5%.
Ownership Structure
Institutional ownership
Share of the stock held by institutional investors (funds, banks, insurers) according to regulatory filings.
64.5%
Insiders
Share of the stock held by the executives, founders and major shareholders of the company itself.
49.3%
Float
Share of stock freely tradable on the market — not locked up in the hands of founders, insiders, or major shareholders.
50.6%
Short % of float
Shares sold short as a percentage of the freely tradable float — high values signal many bets on falling prices.
6.4%
Shares Outstanding
Total number of shares issued. Price times share count gives market cap.
38Mio.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 6.23 | 2,338,218 | -1.1 | 03/31/2026 |
| Morgan Stanley - Brokerage Accounts | 4.61 | 1,730,549 | -13.7 | 03/31/2026 |
| Wellington Management Company LLP | 4.43 | 1,662,405 | +46.3 | 03/31/2026 |
| Vanguard Portfolio Management, LLC | 2.80 | 1,051,820 | +0.0 | 03/31/2026 |
| Vanguard Capital Management, LLC | 2.64 | 989,467 | +0.0 | 03/31/2026 |
| Two Sigma Investments LLC | 2.29 | 859,459 | +124.7 | 03/31/2026 |
| BAMCO Inc | 2.02 | 759,515 | -38.8 | 03/31/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Baron Partners Retail | 4.98 | 1,892,591 | +0.0 | 06/30/2026 |
| Eaton Vance Atlanta Capital SMID-Cap I | 2.46 | 935,842 | +0.0 | 05/31/2026 |
| iShares Core S&P Mid-Cap ETF | 1.98 | 754,661 | +0.2 | 07/28/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Data as of: July 31, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.