Who owns Morningstar, Inc., from the filings themselves: stakes over 5% (Schedule 13D/G), the institutional managers reporting the stock each quarter (13F), and the funds holding it (N-PORT).
Investors crossing 5% ownership must disclose it. Schedule 13G filers certify the stake is passive; Schedule 13D is the general form for everyone else — founders, strategic holders, and activists alike. Each entry is the holder's most recent disclosure. Coverage begins with SEC's structured filings from December 18, 2024; a holder appears once they file or amend after that date.
BAMCO INC /NY/: 8.5% · 3,233,074 shares — Baron Capital Group, Inc.: 9.2% · 3,499,146 shares — Baron Capital Management, Inc.: 0.7% · 266,072 shares
Joseph D. Mansueto: 39.2% · 14,709,759 shares
2 more 5% stakes behind a free account
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Sign up freeEvery institutional manager whose latest 13F reports this stock, largest position first. "% of their portfolio" is the weight inside that manager's own book — how much conviction the position represents; "% of company" is how much of Morningstar, Inc. they hold. Together these 593 managers report 78.38% of shares outstanding.
| Investor | Position value | Shares | % of their portfolio | % of company | As of |
|---|---|---|---|---|---|
| BAMCO INC /NY/ | $546M | 3,499,146 | 0.82% | 9.33% | June 30, 2026 |
| VANGUARD GROUP INC | $516M | 2,374,364 | 0.01% | 6.33% | December 31, 2025 |
591 more institutional holders behind a free account
See every manager reporting Morningstar, Inc., how much of the company they hold, and how big the position is inside their own portfolio.
Sign up freeFunds disclosing this stock in their monthly N-PORT portfolio, with the position's share of the fund's net assets. Together these 432 funds hold 33.50% of shares outstanding — counted inside the manager totals above, not on top of them, since a fund's shares also appear in its manager's 13F.
| Fund | Position value | % of net assets | % of company | As of |
|---|---|---|---|---|
| Baron Partners Fund | $295M | 1.64% | 5.05% | June 30, 2026 |
| Eaton Vance Atlanta Capital SMID-Cap Fund | $131M | 1.50% | 2.25% | June 30, 2026 |
430 more funds behind a free account
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