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Morningstar (MORN) Ownership - Who Owns Morningstar?
Morningstar (MORN) Ownership Overview
- 49.12% Insiders
- 25.06% Mutual Funds
- 1.65% Other Institutional Investors
- 12.64% ETFs
- 11.54% Public Companies and Individual Investors
The ownership structure of Morningstar (MORN) stock is a mix of institutional, retail, and individual investors. Approximately 39.34% of the company’s stock is owned by Institutional Investors, 49.12% is owned by Insiders, and 11.54% is owned by Public Companies and Individual Investors.
The ownership structure of Morningstar (MORN) stock is a mix of institutional, retail, and individual investors. Approximately 26.70% of the company’s stock is owned by Institutional Investors, 49.12% is owned by Insiders, and 12.64% is owned by Public Companies and Individual Investors.
Recent Insider Trading Activity
| Date | Name | Activity | Value |
|---|---|---|---|
| Aug 02, 2026 | William M. Lyons | $199,000 | |
| May 26, 2026 | William M. Lyons | $125,300 | |
| May 18, 2026 | Michael Holt | $44,834 | |
| Mar 03, 2026 | Michael Holt | $186,590 |
Recent Hedge Fund Trading Activity
| Date | Firm | Activity | Value |
|---|---|---|---|
| Jun 30, 2026 | Royce & Associates Llc | $22,622,276 | |
| Jun 30, 2026 | Kensico Capital Management Corp | $44,325,282 | |
| Jun 30, 2026 | Bridgewater Associates, Lp | $662,929 | |
| Jun 30, 2026 | $324,792,451 |
Top Shareholders
| Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| Joseph Mansueto | 14,365,867 | Insider | 38.72% | 3,249,415,457 |
| Daniel Mansueto | 3,555,077 | Insider | 9.58% | 804,122,867 |
| Baron Select Funds | 2,625,975 | Institution | 7.08% | 593,969,285 |
| Vanguard | 1,719,847 | Institution | 4.64% | 389,012,193 |
| Vanguard Index Funds | 1,542,867 | Institution | 4.16% | 348,981,087 |
| Ishares | 1,159,476 | Institution | 3.12% | 262,261,876 |
| Baron Investment Funds Trust (f/k/a Baron Asset Fund) | 1,070,000 | Institution | 2.88% | 242,023,300 |
| Eaton Vance Growth Trust | 842,288 | Institution | 2.27% | 190,517,123 |
| Vanguard Windsor Funds | 677,933 | Institution | 1.83% | 153,341,665 |
| Spdr | 434,115 | Institution | 1.17% | 98,192,472 |
Top Mutual Fund Holders
| Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| Baron Select Funds | 2,625,975 | Institution | 7.08% | 593,969,285 |
| Vanguard Index Funds | 1,542,867 | Institution | 4.16% | 348,981,087 |
| Baron Investment Funds Trust (f/k/a Baron Asset Fund) | 1,070,000 | Institution | 2.88% | 242,023,300 |
| Eaton Vance Growth Trust | 842,288 | Institution | 2.27% | 190,517,123 |
| Vanguard Windsor Funds | 677,933 | Institution | 1.83% | 153,341,665 |
| Vanguard Explorer Fund | 319,185 | Institution | 0.86% | 72,196,455 |
| Dfa Investment Dimensions Group Inc | 243,245 | Institution | 0.66% | 55,019,587 |
| Fidelity Concord Street Trust | 228,465 | Institution | 0.62% | 51,676,498 |
| Royce Fund | 155,624 | Institution | 0.42% | 35,200,593 |
| Allspring Funds Trust | 154,180 | Institution | 0.42% | 34,873,974 |
Top ETF Holders
| Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| iShares | 687,357 | Institution | 1.85% | 155,473,280 |
| Vanguard | 607,513 | Institution | 1.64% | 115,451,771 |
| Vanguard | 422,438 | Institution | 1.14% | 80,280,118 |
| DFA | 244,658 | Institution | 0.66% | 54,446,191 |
| Vanguard | 235,126 | Institution | 0.63% | 44,683,345 |
| Vanguard | 215,965 | Institution | 0.58% | 41,041,989 |
| Invesco | 173,854 | Institution | 0.47% | 39,324,036 |
| SPDR | 143,135 | Institution | 0.39% | 32,375,706 |
| Vanguard | 108,245 | Institution | 0.29% | 20,570,880 |
| SPDR | 103,043 | Institution | 0.28% | 22,931,189 |
FAQ
Who Owns Morningstar (MORN)?
According to the latest TipRanks data, approximately 1.65% of the company's stock is held by institutional investors, 49.12% is held by insiders, and 11.54% is held by retail investors.
What percentage of Morningstar (MORN) stock is held by institutional investors?
According to the latest TipRanks data, approximately 1.65% of Morningstar (MORN) stock is held by institutional investors.
What percentage of Morningstar (MORN) stock is held by retail investors?
According to the latest TipRanks data, approximately 11.54% of Morningstar (MORN) stock is held by retail investors.
Who owns the most shares of Morningstar (MORN)?
Joseph Mansueto owns the most shares of Morningstar (MORN).
What is the significance of the ownership structure for a publicly traded company?
The ownership structure can impact the company's decision making, as large institutional investors may exert influence on the company's management and can also affect the company's stock price with their buying and selling patterns.