Morningstar

MORN

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Major Shareholders Latest
Shareholder
Joseph MansuetoFounder & Executive Chairman of the Board	38.30%	14.37M	0.92%	-343.89K	08/24/2026
Baron Capital Group, Inc.	9.33%	3.50M	7.33%	+2.74M	06/30/2026
Daniel Mansueto	8.71%	3.27M	1.31%	-490.01K	09/30/2026
BlackRock, Inc.	5.55%	2.08M	0.60%	-256.48K	06/30/2026
Wellington Management Group LLP	3.98%	1.49M	0.39%	-169.37K	06/30/2026
Eaton Vance Management	3.45%	1.30M	0.75%	-302.32K	06/30/2026
AQR Capital Management, LLC	3.45%	1.29M	1.82%	+674.31K	06/30/2026
Vanguard Capital Management, LLC	2.75%	1.03M	0.23%	-101.03K	06/30/2026
Vanguard Portfolio Management, LLC	2.53%	950.08K	0.23%	-101.75K	06/30/2026
State Street Investment Management	1.91%	716.47K	0.02%	-19.10K	06/30/2026
Geode Capital Management, LLC	1.54%	578.32K	0.03%	-20.91K	06/30/2026
Dimensional Fund Advisors LP	1.50%	561.86K	0.14%	+44.09K	06/30/2026
Los Angeles Capital Management LLC	1.49%	557.96K	0.21%	-87.43K	06/30/2026
Two Sigma Investments, LP	1.29%	484.25K	0.97%	-375.21K	06/30/2026
Jane Street Group, LLC	1.15%	431.30K	0.27%	+97.44K	06/30/2026
Arrowstreet Capital, Limited Partnership	1.12%	420.74K	0.08%	+25.81K	06/30/2026
Copeland Capital Management, LLC	0.89%	333.59K	0.28%	+104.04K	09/30/2026
Kensico Capital Management Corp.	0.76%	284.10K	0.40%	+149.10K	06/30/2026
UBS Asset Management AG	0.72%	271.06K	0.36%	+131.89K	06/30/2026
Massachusetts Financial Services Company	0.65%	244.32K	0.02%	-10.42K	06/30/2026

All Shareholders