Morningstar Owners | StatInvestor

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Morningstar Inc. | Ownership

Companies that own Morningstar Inc.

Name

Shares Held

% Shares Out

Change In Shares

% of Assets

As of Date

Atlanta Capital Management Co. LLC

2,835,850

6.65%

-255,652

1.87%

06/30/2018

The Vanguard Group, Inc.

1,586,125

3.72%

157,812

0.01%

06/30/2018

BAMCO, Inc.

1,460,404

3.43%

-15,118

0.72%

06/30/2018

Kayne Anderson Rudnick Investment Management LLC

1,298,048

3.04%

333,474

1.04%

06/30/2018

Fidelity Management & Research Co.

747,835

1.75%

613,534

0.01%

06/30/2018

BlackRock Fund Advisors

714,505

1.68%

-5,415

0.01%

06/30/2018

JPMorgan Investment Management, Inc.

621,246

1.46%

-194,839

0.03%

06/30/2018

Renaissance Technologies LLC

600,900

1.41%

55,000

0.09%

06/30/2018

Royce & Associates LP

599,492

1.41%

5,100

0.51%

06/30/2018

Dimensional Fund Advisors LP

392,280

0.92%

-2,378

0.01%

06/30/2018

About Morningstar

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Address	22 West Washington Street Chicago Illinois 60602 United States
Employees	-
Website	http://www.corporate.morningstar.com
Updated	07/08/2019
Morningstar, Inc. engages in the provision of independent investment research. It offers morningstar data, morningstar direct, morningstar investment management, morningstar advisor workstation, workplace solutions, pitchbook data, morningstar. com, morningstar enterprise components, morningstar research, morningstar credit ratings, and morningstar indexes.