Who Owns Morningstar Inc (MORN)? -- Institutional Holders (2026-06-30)

503 institutions reported holding $3.82B of Morningstar Inc (MORN) in SEC 13F filings for 2026-06-30. Largest institutional holders: BAMCO INC /NY/ ($545.9M), BlackRock, Inc. ($324.8M), VANGUARD GROUP INC ($313.7M), WELLINGTON MANAGEMENT GROUP LLP ($232.9M), MORGAN STANLEY ($231.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BAMCO INC /NY/$545.9M3.5MAdded
2BlackRock, Inc.$324.8M2.1MTrimmed
3VANGUARD GROUP INC$313.7M2.0MTrimmed
4WELLINGTON MANAGEMENT GROUP LLP$232.9M1.5MTrimmed
5MORGAN STANLEY$231.6M1.5MTrimmed
6AQR CAPITAL MANAGEMENT LLC$203.5M1.3MAdded
7STATE STREET CORP$111.8M716,473Trimmed
8GEODE CAPITAL MANAGEMENT, LLC$90.2M578,315Trimmed
9DIMENSIONAL FUND ADVISORS LP$87.7M561,857Added
10LOS ANGELES CAPITAL MANAGEMENT LLC$87.1M557,955Trimmed
11TWO SIGMA INVESTMENTS, LP$75.6M484,249Trimmed
12JANE STREET GROUP, LLC$67.6M433,301Added
13ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$65.6M420,742Added
14KENSICO CAPITAL MANAGEMENT CORP$44.3M284,100Added
15Invesco Ltd.$40.5M259,287Trimmed
16MASSACHUSETTS FINANCIAL SERVICES CO /MA/$37.9M244,324Trimmed
17RENAISSANCE TECHNOLOGIES LLC$37.3M238,770Trimmed
18JPMORGAN CHASE & CO$37.0M236,316Trimmed
19Bank of New York Mellon Corp$36.3M232,481Added
20Copeland Capital Management, LLC$35.8M229,546Added
21UBS Group AG$32.6M209,075Added
22CHARLES SCHWAB INVESTMENT MANAGEMENT INC$32.2M206,136Trimmed
23Sixth Street Partners Management Company, L.P.$32.2M206,136New
24Quantinno Capital Management LP$31.7M203,220Added
25BANK OF AMERICA CORP /DE/$30.1M192,610Added

Source: SEC Form 13F filings · as of 2026-06-30