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Morningstar
MORN
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Overview
Overview
News
News
Posts
Posts
Financials
Financials
Forecast
Forecast
Valuation
Valuation
Shareholders
Shareholders
Profile
Profile
All Shareholders
Institutional Holders
Insiders
All Shareholders
Shareholder Type
Institutions
57.48%
Individuals & Insiders
42.48%
State-owned enterprises
0.04%
Private companies
0.00%
Major Shareholders
Latest
Major Shareholders Latest
Shareholder
% Held
Shares Held
Change %
Shares Changed
Report Date
Joseph Mansueto
Founder & Executive Chairman of the Board
38.30%
14.37M
0.92%
-343.89K
08/24/2026
Daniel Mansueto
9.48%
3.56M
0.54%
-202.23K
08/24/2026
Baron Capital Group, Inc.
9.33%
3.50M
7.33%
+2.74M
06/30/2026
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
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
Renaissance Technologies LLC
0.64%
238.77K
0.54%
-210.10K
06/30/2026