Morningstar (MORN) Shareholding Patterns

Stock Card

$209.40

$-6.36 (-2.95%)

As on 04-Sep-2026 16:00EDT

Market cap

$7,855 Mln

Revenue (TTM)

$2,567 Mln

P/E Ratio

19.9

P/B Ratio

7.7

Div. Yield

0.9 %

Annual
Quarterly

Shareholding Pattern

Shareholder's Name	Category	Holding (% of equity)	Change in shares (%)	Filing date
Vanguard Group Inc	Institutions	5.98	3.04	30-Sep-2023
Morgan Stanley - Brokerage Accounts	Institutions	4.58	0.99	30-Sep-2023
Bank of America Corp	Institutions	3.00	-1.18	30-Sep-2023
Kayne Anderson Rudnick Investment Management LLC	Institutions	2.93	-0.15	30-Sep-2023
State Street Corporation	Institutions	1.67	78.81	30-Sep-2023
FMR Inc	Institutions	1.02	-0.05	30-Sep-2023
Select Equity Group LP	Institutions	9.17	-1.16	31-Mar-2023
Vanguard Group Inc	Institutions	5.86	0.69	31-Mar-2023
BAMCO Inc	Institutions	2.65	-0.44	31-Mar-2023
Massachusetts Financial Services Company	Institutions	1.49	5.74	31-Mar-2023
Wasatch Advisors Inc.	Institutions	1.30	-13.17	31-Mar-2023
Bank of America Corp	Institutions	5.48	10.33	31-Dec-2022
Morgan Stanley - Brokerage Accounts	Institutions	2.87	685.12	31-Dec-2022
BlackRock Inc	Institutions	2.58	4.16	31-Dec-2022
Kayne Anderson Rudnick Investment Management LLC	Institutions	2.11	-10.36	31-Dec-2022
JPMorgan Chase & Co	Institutions	1.96	4.91	31-Dec-2022
FMR Inc	Institutions	1.10	-22.23	31-Dec-2022
Atlanta Capital Management Company,LLC	Institutions	2.42	0.25	30-Sep-2022
Select Equity Group LP	Institutions	9.65	-0.95	30-Jun-2022
Vanguard Group Inc	Institutions	5.67	0.22	30-Jun-2022
Bank of America Corp	Institutions	4.44	39.45	30-Jun-2022
BAMCO Inc	Institutions	2.72	-0.86	30-Jun-2022
Atlanta Capital Management Company,LLC	Institutions	2.42	0.36	30-Jun-2022
Kayne Anderson Rudnick Investment Management LLC	Institutions	2.41	-5.29	30-Jun-2022
FMR Inc	Institutions	1.93	-1.33	30-Jun-2022
JPMorgan Chase & Co	Institutions	1.86	7.33	30-Jun-2022
Wasatch Advisors Inc.	Institutions	1.64	-10.46	30-Jun-2022
Massachusetts Financial Services Company	Institutions	1.14	11.54	30-Jun-2022
JPMorgan Chase & Co	Institutions	1.73	27.29	31-Mar-2022
BlackRock Inc	Institutions	2.46	1.20	31-Dec-2021
BAMCO Inc	Institutions	2.83	-0.48	30-Sep-2021
BlackRock Inc	Institutions	2.44	-4.84	30-Jun-2021

Date	Person	Buy / Sell	Transaction Type	No. of Shares	Price ($)	Value ($ K)
02-Mar-2026	Joseph D Mansueto	Sell	Market	17	182.32	3.12
26-Feb-2026	Joseph D Mansueto	Sell	Market	41	178.00	7.25
25-Feb-2026	April McClain Delaney	Sell	Market	--	172.41	--
24-Feb-2026	Joseph D Mansueto	Sell	Market	45	159.47	7.25
24-Feb-2026	Joseph D Mansueto	Sell	Market	45	159.47	7.25

Morningstar (MORN) Shareholding Patterns

Shareholding Pattern

Shareholders more than 1%

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