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Morningstar
MORN
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Overview
Overview
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Options
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News
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Posts
Financials
Financials
Forecast
Forecast
Valuation
Valuation
Shareholders
Shareholders
Profile
Profile
All Shareholders
Institutional Holders
Insiders
All Shareholders
Shareholder Type
Institutions
56.91%
Individuals & Insiders
43.04%
State-owned enterprises
0.04%
Major Shareholders
Latest
Major Shareholders Latest
Shareholder
% Held
Shares Held
Change %
Shares Changed
Report Date
Joseph Mansueto
Founder & Executive Chairman of the Board
38.05%
14.47M
0.26%
-100.00K
05/22/2026
Daniel Mansueto
9.88%
3.76M
0.43%
+0
12/31/2025
BlackRock, Inc.
6.15%
2.34M
0.20%
-24.98K
03/31/2026
Wellington Management Group LLP
4.37%
1.66M
1.51%
+526.19K
03/31/2026
Eaton Vance Management
4.20%
1.60M
<0.01%
+0
06/30/2026
Vanguard Portfolio Management, LLC
2.77%
1.05M
--
+1.05M
03/31/2026
Vanguard Capital Management, LLC
2.60%
989.47K
--
+989.47K
03/31/2026
Two Sigma Investments, LP
2.26%
859.46K
1.30%
+477.01K
03/31/2026
Baron Capital Group, Inc.
2.00%
759.52K
1.13%
-482.28K
03/31/2026
State Street Global Advisors, Inc.
1.93%
735.57K
0.05%
-11.33K
03/31/2026
Los Angeles Capital Management LLC
1.70%
645.38K
1.70%
+645.27K
03/31/2026
Select Equity Group, L.P.
1.68%
637.72K
2.15%
-884.77K
03/31/2026
AQR Capital Management, LLC
1.63%
618.70K
0.62%
-272.87K
03/31/2026
Geode Capital Management, LLC
1.58%
599.22K
0.07%
+2.24K
03/31/2026
Dimensional Fund Advisors LP
1.36%
517.77K
0.17%
+45.80K
03/31/2026
Artisan Partners Limited Partnership
1.22%
465.70K
0.05%
+0
09/30/2025
Renaissance Technologies LLC
1.18%
448.87K
0.37%
+125.10K
03/31/2026
Arrowstreet Capital, Limited Partnership
1.04%
394.93K
0.32%
+109.83K
03/31/2026
Millennium Management LLC
0.94%
358.76K
<0.01%
-13.20K
03/31/2026
JP Morgan Asset Management
0.94%
357.01K
0.13%
+36.35K
03/31/2026