# MORNINGSTAR INC COM

MORNINGSTAR INC COM is a security (CUSIP 617700109) tracked across SEC portfolio filings. 454 institutional managers reported $4.0B on Form 13F as of 2026-06-30; 34 registered fund positions totaling $372.4M via N-PORT as of 2026-06-30.

## Summary

- Issuer: MORNINGSTAR INC
- Class: COM
- CUSIP: 617700109
- Asset category: EC
- 13F holders: 454
- 13F value: $4.0B
- 13F period: 2026-06-30
- N-PORT fund positions: 34
- N-PORT value: $372.4M
- N-PORT report: 2026-06-30

## Top institutional holders (Form 13F)

_Showing 15 of 454 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [VANGUARD GROUP INC](https://search.stillhousedata.com/firm/105958) | Valley Forge, PA | $516.0M | 2,374,364 |
| BlackRock, Inc. | New York, NY | $395.3M | 2,338,218 |
| MORGAN STANLEY | NEW YORK, NY | $292.5M | 1,730,549 |
| WELLINGTON MANAGEMENT GROUP LLP | BOSTON, MA | $281.0M | 1,662,405 |
| [TWO SIGMA INVESTMENTS, LP](https://search.stillhousedata.com/firm/137137) | New York, NY | $145.3M | 859,459 |
| [BAMCO INC /NY/](https://search.stillhousedata.com/firm/110789) | NEW YORK, NY | $128.4M | 759,515 |
| STATE STREET CORP | BOSTON, MA | $124.3M | 735,574 |
| [LOS ANGELES CAPITAL MANAGEMENT LLC](https://search.stillhousedata.com/firm/119033) | LOS ANGELES, CA | $109.1M | 645,384 |
| Select Equity Group, L.P. | NEW YORK, NY | $107.8M | 637,723 |
| [AQR CAPITAL MANAGEMENT LLC](https://search.stillhousedata.com/firm/111883) | Greenwich, CT | $105.2M | 623,629 |
| [GEODE CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/115504) | BOSTON, MA | $101.3M | 599,222 |
| DIMENSIONAL FUND ADVISORS LP | AUSTIN, TX | $87.5M | 517,769 |
| [RENAISSANCE TECHNOLOGIES LLC](https://search.stillhousedata.com/firm/106661) | NEW YORK, NY | $75.9M | 448,870 |
| JPMORGAN CHASE & CO | NEW YORK, NY | $70.8M | 430,056 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | BOSTON, MA | $66.8M | 394,931 |

## Top fund holders (N-PORT)

_Showing 15 of 34 fund positions by value._

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| State Street SPDR S&P MidCap 400SM ETF Trust | SPDR S&P MIDCAP 400 ETF TRUST | $117.0M | 48.32% |
| [VANGUARD WINDSOR FUND](https://search.stillhousedata.com/fund/S000004417) | VANGUARD WINDSOR FUNDS | $116.3M | 47.96% |
| [VANGUARD EXPLORER FUND](https://search.stillhousedata.com/fund/S000002578) | VANGUARD EXPLORER FUND | $74.9M | 34.42% |
| [VANGUARD EXTENDED MARKET INDEX FUND](https://search.stillhousedata.com/fund/S000002841) | VANGUARD INDEX FUNDS | $43.3M | 5.31% |
| [Nicholas Limited Edition, Inc.](https://search.stillhousedata.com/fund/S000009136) | Nicholas Limited Edition, Inc. | $4.4M | 132.91% |
| ROYCE SMALL-CAP TRUST, INC. | ROYCE SMALL-CAP TRUST, INC. | $3.2M | 14.32% |
| [Columbia Mid Cap Index Fund](https://search.stillhousedata.com/fund/S000010826) | COLUMBIA FUNDS SERIES TRUST | $3.0M | 11.75% |
| [Large Cap Index Master Portfolio](https://search.stillhousedata.com/fund/S000033023) | Master Investment Portfolio | $2.4M | 0.67% |
| [VANGUARD BALANCED INDEX FUND](https://search.stillhousedata.com/fund/S000002560) | VANGUARD VALLEY FORGE FUNDS | $2.1M | 0.35% |
| [Copeland SMID Cap Dividend Growth Fund](https://search.stillhousedata.com/fund/S000056507) | Copeland Trust | $2.0M | 141.43% |
| [VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND](https://search.stillhousedata.com/fund/S000002855) | VANGUARD INSTITUTIONAL INDEX FUNDS | $1.7M | 0.57% |
| [Fidelity Nasdaq Composite Index ETF](https://search.stillhousedata.com/fund/S000006011) | Fidelity Commonwealth Trust | $1.6M | 1.47% |
| [BNY Mellon Midcap Index Fund, Inc.](https://search.stillhousedata.com/fund/S000000078) | BNY MELLON MIDCAP INDEX FUND, INC. | $1.5M | 11.14% |
| [Mid Cap Index Trust](https://search.stillhousedata.com/fund/S000008285) | John Hancock Variable Insurance Trust | $1.4M | 11.81% |
| ROYCE GLOBAL TRUST, INC. | ROYCE GLOBAL TRUST, INC. | $1.2M | 112.76% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/617700109.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.