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Morningstar Inc
MORNAdd to Watchlist
156.020USD
+0.170+0.11%
Close 06/30, 16:00（ET）Quotes delayed by 15 min
5.93BMarket Cap
15.86P/E TTM
Shareholding Stats
Updated: Sun, May 10
Updated: Sun, May 10
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
Mansueto (Joseph D)
38.80%
Mansueto (Daniel)
9.88%
BlackRock Institutional Trust Company, N.A.
5.43%
Atlanta Capital Management Company, L.L.C.
4.68%
Select Equity Group, L.P.
4.00%
Other
37.21%
Shareholders
Shareholders
Proportion
Mansueto (Joseph D)
38.80%
Mansueto (Daniel)
9.88%
BlackRock Institutional Trust Company, N.A.
5.43%
Atlanta Capital Management Company, L.L.C.
4.68%
Select Equity Group, L.P.
4.00%
Other
37.21%
Shareholder Types
Shareholders
Proportion
Individual Investor
49.40%
Investment Advisor
28.66%
Investment Advisor/Hedge Fund
26.24%
Hedge Fund
6.60%
Research Firm
2.04%
Pension Fund
0.88%
Sovereign Wealth Fund
0.75%
Bank and Trust
0.54%
Family Office
0.18%
Institutional Shareholding
Updated: Sun, Apr 5
Updated: Sun, Apr 5
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2026Q1
927
25.18M
66.22%
-1.69M
2025Q4
897
25.59M
62.22%
-928.54K
2025Q3
840
25.62M
62.30%
-457.63K
2025Q2
832
44.53M
105.52%
+443.64K
2025Q1
838
44.97M
105.97%
-3.02K
2024Q4
798
45.39M
105.93%
-28.29K
2024Q3
762
43.31M
101.10%
-2.17M
2024Q2
752
43.36M
101.43%
-2.27M
2024Q1
743
43.39M
101.49%
-1.97M
2023Q4
721
43.08M
100.90%
-3.67M
View more
Shareholder Activity
Name
Shares Held
Proportion
Change
Chg %
Date
Mansueto (Joseph D)
14.81M
38.45%
-3.12K
-0.02%
Mar 02, 2026
Mansueto (Daniel)
3.76M
9.75%
+334.81K
+9.78%
Dec 31, 2025
BlackRock Institutional Trust Company, N.A.
2.07M
5.36%
-69.39K
-3.25%
Dec 31, 2025
Atlanta Capital Management Company, L.L.C.
1.78M
4.62%
+7.35K
+0.42%
Dec 31, 2025
Select Equity Group, L.P.
1.52M
3.95%
-581.21K
-27.63%
Dec 31, 2025
Baron Capital Management, Inc.
1.24M
3.22%
-172.51K
-12.20%
Dec 31, 2025
Wellington Management Company, LLP
1.14M
2.95%
+523.39K
+85.41%
Dec 31, 2025
AQR Capital Management, LLC
900.30K
2.34%
+292.05K
+48.02%
Dec 31, 2025
View more
Related ETFs
Updated: Sat, Dec 6
Updated: Sat, Dec 6
Name
Proportion
Congress SMid Growth ETF
1.42%
Motley Fool Mid-Cap Growth ETF
1.41%
SPDR S&P Capital Markets ETF
1.4%
First Trust Small Cap US Equity Select ETF
1.02%
First Trust Mid Cap US Equity Select ETF
1%
Invesco S&P MidCap Low Volatility ETF
0.88%
Invesco S&P MidCap Quality ETF
0.85%
Pacer Lunt MidCap Multi-Factor Alternator ETF
0.85%
First Trust Financials AlphaDEX Fund
0.57%
First Trust Horizon Managed Vol Small/Mid ETF
0.57%
View more
Congress SMid Growth ETF
Proportion1.42%
Motley Fool Mid-Cap Growth ETF
Proportion1.41%
SPDR S&P Capital Markets ETF
Proportion1.4%
First Trust Small Cap US Equity Select ETF
Proportion1.02%
First Trust Mid Cap US Equity Select ETF
Proportion1%
Invesco S&P MidCap Low Volatility ETF
Proportion0.88%
Invesco S&P MidCap Quality ETF
Proportion0.85%
Pacer Lunt MidCap Multi-Factor Alternator ETF
Proportion0.85%
First Trust Financials AlphaDEX Fund
Proportion0.57%
First Trust Horizon Managed Vol Small/Mid ETF
Proportion0.57%
