Notable Holders of Morningstar, Inc. (MORN)
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Expand Research on MORN
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* Does Not Fully Represent All Holders
| Fund | Title | Shares | % Owned | Source |
|---|---|---|---|---|
| Select Equity Group, L.P. | COM | 4,005,018 | 8.95% | 13F |
| VANGUARD GROUP INC | COM | 2,477,583 | 5.54% | 13F |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | COMMON | 1,254,599 | 2.80% | 13F |
| BAMCO INC /NY/ | COM | 1,228,417 | 2.75% | 13F |
| ATLANTA CAPITAL MANAGEMENT CO L L C | COM | 1,029,605 | 2.30% | 13F |
| STATE STREET CORP | COM | 735,574 | 1.64% | 13F |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | COM | 627,357 | 1.40% | 13F |
| BlackRock Institutional Trust Company, N.A. | COM | 521,417 | 1.17% | 13F |
| WASATCH ADVISORS INC | COM | 508,261 | 1.14% | 13F |
| Liontrust Investment Partners LLP | Equity | 469,642 | 1.05% | 13F |
| Fidelity Investments | COM | 434,749 | 0.97% | 13F |
| GEODE CAPITAL MANAGEMENT LLC | COM | 392,511 | 0.88% | 13F |
| MANAGED ACCOUNT ADVISORS LLC | COM | 387,941 | 0.87% | 13F |
| BT Investment Management Ltd | COM | 381,928 | 0.85% | 13F |
| MILLENNIUM MANAGEMENT LLC | COM | 332,294 | 0.74% | 13F |
| DIMENSIONAL FUND ADVISORS LP | COM | 294,731 | 0.66% | 13F |
| RENAISSANCE TECHNOLOGIES LLC | COM | 292,800 | 0.65% | 13F |
| Bank of New York Mellon CORP | COM | 288,031 | 0.64% | 13F |
| Invesco Ltd. | COM | 285,130 | 0.64% | 13F |
| Praesidium Investment Management Company, LLC | COM | 274,070 | 0.61% | 13F |
| Goldman Sachs Asset Management, L.P. | CMN | 210,402 | 0.47% | 13F |
| ROYCE & ASSOCIATES LLC | COM | 196,277 | 0.44% | 13F |
| Allspring Global Investments Holdings, LLC | COM | 191,691 | 0.43% | 13F |
| SEI INVESTMENTS CO | COM | 189,302 | 0.42% | 13F |
| BANK OF AMERICA CORP /DE/ | COM | 183,575 | 0.41% | 13F |
| BlackRock Fund Advisors | COM | 176,767 | 0.40% | 13F |
| NORTHERN TRUST CORP | COM | 175,942 | 0.39% | 13F |
| SCHWAB CHARLES INVESTMENT MANAGEMENT INC | COM | 167,938 | 0.38% | 13F |
| AMERICAN CAPITAL MANAGEMENT INC | COM | 167,782 | 0.38% | 13F |
| AMERIPRISE FINANCIAL INC | COM | 156,711 | 0.35% | 13F |
| M&G INVESTMENT MANAGEMENT LTD | COM | 143,216 | 0.32% | 13F |
| PARAMETRIC PORTFOLIO ASSOCIATES | Common Stock | 130,746 | 0.29% | 13F |
| Emerald Acquisition Ltd. | Common Stocks | 104,722 | 0.23% | 13F |
| Copeland Capital Management, LLC | COM | 103,905 | 0.23% | 13F |
| RUSSELL FRANK CO/ | Common Stocks | 99,853 | 0.22% | 13F |
| PARNASSUS INVESTMENTS /CA | COM | 94,728 | 0.21% | 13F |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | COM | 91,290 | 0.20% | 13F |
| HENDERSON GROUP PLC | COM | 89,885 | 0.20% | 13F |
| Nuveen Asset Management, LLC | COM | 82,547 | 0.18% | 13F |
| EATON VANCE MANAGEMENT | COMMON STOCK | 78,754 | 0.18% | 13F |
| Aperio Group, LLC | COM | 78,596 | 0.18% | 13F |
| ANALYTIC INVESTORS INC/CA | COM | 77,506 | 0.17% | 13F |
| PRINCIPAL FINANCIAL GROUP INC | COM | 77,073 | 0.17% | 13F |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | COM | 76,277 | 0.17% | 13F |
| LAZARD ASSET MANAGEMENT LLC | Common Stock | 74,263 | 0.17% | 13F |
| Farmer Steven Patrick | COM | 74,059 | 0.17% | 13F |
| CRAMER ROSENTHAL MCGLYNN LLC | COM | 73,274 | 0.16% | 13F |
| TIAA CREF INVESTMENT MANAGEMENT LLC | CS | 72,869 | 0.16% | 13F |
| UBS Group AG | COM | 69,942 | 0.16% | 13F |
| NORDEA INVESTMENT MANAGEMENT AB | COM | 67,251 | 0.15% | 13F |
| TAMRO Capital Partners LLC | COM | 66,506 | 0.15% | 13F |
| PRUDENTIAL FINANCIAL INC | COM | 65,498 | 0.15% | 13F |
| UBS AG | COM | 64,716 | 0.14% | 13F |
| Chicago Capital, LLC | COM | 63,389 | 0.14% | 13F |
| STIFEL FINANCIAL CORP | COM | 63,101 | 0.14% | 13F |
| NORTHERN TRUST CO OF CONNECTICUT | COM | 59,227 | 0.13% | 13F |
| RAYMOND JAMES FINANCIAL INC | COM | 57,363 | 0.13% | 13F |
| Swiss National Bank | COM | 55,600 | 0.12% | 13F |
| 2Xideas AG | COM | 54,634 | 0.12% | 13F |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | COM | 54,102 | 0.12% | 13F |
| NEW YORK STATE COMMON RETIREMENT FUND | Common Stock | 53,833 | 0.12% | 13F |
| CREDIT SUISSE AG/ | COM | 49,039 | 0.11% | 13F |
| NATIXIS | COM | 49,000 | 0.11% | 13F |
| CI INVESTMENTS INC. | COM | 45,862 | 0.10% | 13F |
| UBS GLOBAL ASSET MANAGEMENT AMERICAS INC | EQUITY US CM | 43,197 | 0.10% | 13F |
| TEACHERS ADVISORS INC | CS | 41,757 | 0.09% | 13F |
| Coronation Fund Managers Ltd. | COM | 41,300 | 0.09% | 13F |
| DIAM Co., Ltd. | COM | 41,293 | 0.09% | 13F |
| SEGALL BRYANT & HAMILL | COM | 39,363 | 0.09% | 13F |
| SCOUT INVESTMENTS, INC. | Common Stock | 36,242 | 0.08% | 13F |
| ALGERT COLDIRON INVESTORS LLC | COM | 35,631 | 0.08% | 13F |
| Southeast Asset Advisors Inc. | COM | 34,590 | 0.08% | 13F |
| RHUMBLINE ADVISERS | COM | 33,931 | 0.08% | 13F |
| KORNITZER CAPITAL MANAGEMENT INC /KS | COM | 32,642 | 0.07% | 13F |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | COMMON STOCK | 31,091 | 0.07% | 13F |
| ALLIANCEBERNSTEIN L.P. | COM | 30,966 | 0.07% | 13F |
| TOWNSQUARE CAPITAL LLC | COM | 30,508 | 0.07% | 13F |
| Palo Capital, Inc. | COM | 28,714 | 0.06% | 13F |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | COM | 28,686 | 0.06% | 13F |
| Fisher Asset Management, LLC | COM | 28,462 | 0.06% | 13F |
| BNP Paribas Investment Partners S.A. | COM | 28,408 | 0.06% | 13F |
| BANK OF NOVA SCOTIA / | COM | 28,000 | 0.06% | 13F |
| BARCLAYS PLC | COM | 27,950 | 0.06% | 13F |
| LEGAL & GENERAL GROUP PLC | COM | 27,679 | 0.06% | 13F |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | COM | 26,343 | 0.06% | 13F |
| NICHOLAS CO INC /WI | COM | 26,305 | 0.06% | 13F |
| PEAK6 Investments, L.P. (CALL) | COM | 24,800 | 0.06% | 13F |
| Marks Group Wealth Management, Inc | COM | 24,696 | 0.06% | 13F |
| Motley Fool Wealth Management, LLC | Ordinary Shares | 24,177 | 0.05% | 13F |
| PRICE T ROWE ASSOCIATES INC /MD/ | COMM STK | 23,229 | 0.05% | 13F |
| Man Group plc | COM | 23,056 | 0.05% | 13F |
| MANUFACTURERES LIFE INSURANCE CO | COM | 22,790 | 0.05% | 13F |
| ROYAL BANK OF CANADA \ | COM | 22,471 | 0.05% | 13F |
| WELLS FARGO & CO/MN | COM | 20,391 | 0.05% | 13F |
| STATE OF WISCONSIN INVESTMENT BOARD | COM | 19,911 | 0.04% | 13F |
| TWO SIGMA INVESTMENTS LLC | COM | 19,085 | 0.04% | 13F |
| YHB Investment Advisors, Inc. | Stock | 18,912 | 0.04% | 13F |
| BRIDGEWAY CAPITAL MANAGEMENT INC | COM | 18,600 | 0.04% | 13F |
| RAYMOND JAMES & ASSOCIATES | COM | 18,562 | 0.04% | 13F |
| ENVESTNET ASSET MANAGEMENT INC | COM | 16,825 | 0.04% | 13F |
| GEORGE KAISER FAMILY FOUNDATION | Common | 16,790 | 0.04% | 13F |
| ING GROEP NV | COM | 16,613 | 0.04% | 13F |
| CANADA PENSION PLAN INVESTMENT BOARD | Common Stock | 16,000 | 0.04% | 13F |
| Motley Fool Asset Management LLC | Ordinary Shares | 15,961 | 0.04% | 13F |
| B. Metzler seel. Sohn & Co. AG | COM | 15,464 | 0.03% | 13F |
| Russell Investments Group, Ltd. | Common Stock | 15,403 | 0.03% | 13F |
| BlackRock Group LTD | COM | 15,152 | 0.03% | 13F |
| CI Private Wealth, LLC | COM | 15,000 | 0.03% | 13F |
| COMMERCE BANK N A/MO | COM | 14,213 | 0.03% | 13F |
| State of New Jersey Common Pension Fund D | COM | 13,361 | 0.03% | 13F |
| JONES FINANCIAL COMPANIES LLLP | COMMON STOCK | 13,301 | 0.03% | 13F |
| Placemark Investments, Inc. | COM | 12,857 | 0.03% | 13F |
| CEERA INVESTMENTS, LLC | COM | 12,456 | 0.03% | 13F |
| Neuberger Berman Group LLC | Common | 12,272 | 0.03% | 13F |
| ING INVESTMENT MANAGEMENT CO | COM | 12,086 | 0.03% | 13F |
| Alaska Retirement Management Board | COM | 12,072 | 0.03% | 13F |
| CITIGROUP INC | COM | 12,009 | 0.03% | 13F |
| TWO SIGMA ADVISERS, LLC | COM | 12,000 | 0.03% | 13F |
| ING INVESTMENT MANAGEMENT LLC | COM | 11,945 | 0.03% | 13F |
| VICTORY CAPITAL MANAGEMENT INC | COM | 11,939 | 0.03% | 13F |
| Treasurer of the State of North Carolina | COM | 11,232 | 0.03% | 13F |
| ATRIA INVESTMENTS LLC | COM | 10,988 | 0.02% | 13F |
| CAPTRUST FINANCIAL ADVISORS | Stock | 10,798 | 0.02% | 13F |
| BLACKROCK ADVISORS LLC | COM | 10,715 | 0.02% | 13F |
| Cardinal Capital Management | Common Stock | 10,657 | 0.02% | 13F |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | COM | 10,608 | 0.02% | 13F |
| B. Metzler seel. Sohn & Co. Holding AG | COM | 10,032 | 0.02% | 13F |
| D. E. Shaw & Co., INC. (PUT) | COM | 10,000 | 0.02% | 13F |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | COM | 10,000 | 0.02% | 13F |
| Ensign Peak Advisors, Inc | COM | 9,515 | 0.02% | 13F |
| MADISON SQUARE INVESTORS LLC. | COM | 8,747 | 0.02% | 13F |
| BESSEMER GROUP INC | SC | 8,562 | 0.02% | 13F |
| Redmond Asset Management, LLC | COM | 8,523 | 0.02% | 13F |
| BlackRock Investment Management, LLC | COM | 8,487 | 0.02% | 13F |
| HighTower Advisors, LLC | COM | 8,323 | 0.02% | 13F |
| Sapphire Star Partners LP | COM | 8,121 | 0.02% | 13F |
| US BANCORP \DE\ | COM | 7,969 | 0.02% | 13F |
| Kensington Investment Counsel, LLC | Stock | 7,911 | 0.02% | 13F |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | COM | 7,900 | 0.02% | 13F |
| ASHFORD CAPITAL MANAGEMENT INC | COM | 7,615 | 0.02% | 13F |
| JANE STREET GROUP, LLC | COM | 7,571 | 0.02% | 13F |
| Mawer Investment Management Ltd. | COM | 7,266 | 0.02% | 13F |
| OPPENHEIMER ASSET MANAGEMENT INC | COM | 7,208 | 0.02% | 13F |
| Arizona State Retirement System | COM | 7,171 | 0.02% | 13F |
| BB&T CORP | COM | 7,134 | 0.02% | 13F |
| Black Creek Investment Management Inc. | COM | 7,000 | 0.02% | 13F |
| FIFTH THIRD BANCORP | COM | 6,933 | 0.02% | 13F |
| Sepio Capital, LLC | COM | 6,755 | 0.02% | 13F |
| Empire Life Investments Inc. | COM | 6,605 | 0.01% | 13F |
| COMERICA BANK | COM | 6,453 | 0.01% | 13F |
| ExodusPoint Capital Management, LP | COM | 6,337 | 0.01% | 13F |
| Buckingham Asset Management, LLC | COM | 6,224 | 0.01% | 13F |
| BLAIR WILLIAM & CO/IL | COM | 5,996 | 0.01% | 13F |
| Linden Thomas Advisory Services, LLC | COM | 5,974 | 0.01% | 13F |
| ALPS ADVISORS INC | COM | 5,866 | 0.01% | 13F |
| Alamar Capital Management, LLC | COM | 5,841 | 0.01% | 13F |
| Amalgamated Financial Corp. | COM | 5,818 | 0.01% | 13F |
| Hutchin Hill Capital, LP | COM | 5,800 | 0.01% | 13F |
| Holocene Advisors, LP | COM | 5,693 | 0.01% | 13F |
| Davy Asset Management Ltd | COM | 5,685 | 0.01% | 13F |
| POLEN CAPITAL MANAGEMENT LLC | COM | 5,622 | 0.01% | 13F |
| AMALGAMATED BANK | COM | 5,558 | 0.01% | 13F |
| FARR MILLER & WASHINGTON LLC/DC | COM | 5,236 | 0.01% | 13F |
| BANK OF MONTREAL /CAN/ | COM | 5,159 | 0.01% | 13F |
| Troluce Capital Advisors LLC | COM | 5,000 | 0.01% | 13F |
| BANK OF STOCKTON | Equities | 4,790 | 0.01% | 13F |
| Xact Kapitalforvaltning AB | COM | 4,672 | 0.01% | 13F |
| R&F Capital Advisors LP | COM | 4,522 | 0.01% | 13F |
| Dynamic Technology Lab Pte Ltd | COM | 4,480 | 0.01% | 13F |
| HPM Partners LLC | Stock | 4,476 | 0.01% | 13F |
