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Morningstar (MORN)
NASDAQ:MORN
Morningstar (MORN) Ownership Overview
36.99% Insiders
21.50% Mutual Funds
5.67% Other Institutional Investors
12.38% ETFs
23.45% Public Companies and
Individual Investors
The ownership structure of Morningstar (MORN) stock is a mix of institutional, retail, and individual investors. Approximately 39.55% of the company’s stock is owned by Institutional Investors, 36.99% is owned by Insiders, and 23.45% is owned by Public Companies and Individual Investors.
Recent Insider Trading Activity
Date | Name | Activity | Value |
|---|---|---|---|
May 19, 2025 | xxxxxxxxxxxxx | $61968 | |
May 13, 2025 | xxxxxxxxxxxxx | $109081 | |
Dec 16, 2024 | xxxxxxxxxxxxx | $1137332 |
Recent Hedge Fund Trading Activity
Date | Firm | Activity | Value |
|---|---|---|---|
Sep 30, 2025 | xxxxxxxxxxxxx | $339672 | |
Sep 30, 2025 | xxxxxxxxxxxxx | $5067144 | |
Sep 30, 2025 | xxxxxxxxxxxxx | $40565092 |
Top Shareholders
Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| 15,554,659 | Insider | 36.27% | 3,328,385,933 | |
| 2,258,390 | Institution | 5.49% | 483,250,292 | |
| 2,190,843 | Institution | 5.33% | 468,796,585 | |
| 1,534,989 | Institution | 3.73% | 328,456,946 | |
| 1,412,599 | Institution | 3.43% | 302,267,934 | |
| 1,076,000 | Institution | 2.62% | 230,242,480 | |
| 524,490 | Institution | 1.28% | 112,230,370 | |
| 448,190 | Institution | 1.09% | 95,903,696 | |
| 373,399 | Institution | 0.91% | 79,899,918 | |
| 279,807 | Institution | 0.68% | 59,873,102 |
Top Mutual Fund Holders
Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| 2,190,843 | Institution | 5.33% | 468,796,585 | |
| 1,534,989 | Institution | 3.73% | 328,456,946 | |
| 1,076,000 | Institution | 2.62% | 230,242,480 | |
| 524,490 | Institution | 1.28% | 112,230,370 | |
| 373,399 | Institution | 0.91% | 79,899,918 | |
| 279,807 | Institution | 0.68% | 59,873,102 | |
| 277,937 | Institution | 0.68% | 59,472,959 | |
| 215,650 | Institution | 0.52% | 46,144,787 | |
| 168,515 | Institution | 0.41% | 36,058,840 | |
| 156,615 | Institution | 0.38% | 33,512,478 |
Top ETF Holders
Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| 794,582 | Institution | 1.93% | 184,350,970 | |
| 779,932 | Institution | 1.90% | 166,889,849 | |
| 599,841 | Institution | 1.46% | 139,169,110 | |
| 335,615 | Institution | 0.82% | 77,866,036 | |
| 262,602 | Institution | 0.64% | 60,926,290 | |
| 211,279 | Institution | 0.51% | 45,209,480 | |
| 179,955 | Institution | 0.44% | 38,506,771 | |
| 133,221 | Institution | 0.32% | 28,506,630 | |
| 131,639 | Institution | 0.32% | 30,541,564 | |
| 112,462 | Institution | 0.27% | 24,319,908 |
FAQ
Who Owns Morningstar (MORN)?
According to the latest TipRanks data, approximately 5.67% of the company's stock is held by institutional investors, 36.99% is held by insiders, and 23.45% is held by retail investors.
What percentage of Morningstar (MORN) stock is held by institutional investors?
According to the latest TipRanks data, approximately 5.67% of Morningstar (MORN) stock is held by institutional investors.
What percentage of Morningstar (MORN) stock is held by retail investors?
According to the latest TipRanks data, approximately 23.45% of Morningstar (MORN) stock is held by retail investors.
Who owns the most shares of Morningstar (MORN)?
Mansueto Joseph D owns the most shares of Morningstar (MORN).
What is the significance of the ownership structure for a publicly traded company?
The ownership structure can impact the company's decision making, as large institutional investors may exert influence on the company's management and can also affect the company's stock price with their buying and selling patterns.