Fishy Whales
Security

MORN · Morningstar, Inc.

40 institutional holder(s) · 2 congressional trade(s)
← Funds
Morningstar, Inc. is a company in the Financials sector, identified from SEC filings. It is traded by 1 member of Congress in disclosed filings.

Institutional holders

13F
FundValueShares
Vanguard Group $476.8M2,193,904
BlackRock $231.9M1,371,732
Morgan Stanley $224.8M1,329,936
Two Sigma Investments $145.3M859,459
State Street $124.3M735,574
BlackRock $114.2M675,278
Geode Capital Management $87M514,473
Renaissance Technologies $75.9M448,870
Millennium Management $54.6M323,006
Vanguard Group $31.8M146,416
Morgan Stanley $23.2M136,950
BlackRock $21.9M129,684
Morgan Stanley $15.2M90,127
Bank of America $15M88,918
Geode Capital Management $14.3M84,749
Morgan Stanley $14.3M84,310
Fidelity $13M77,054
Bank of America $10.4M61,379
BlackRock $10.1M59,743
BlackRock $5M29,803
BlackRock $4.7M27,713
Morgan Stanley $4.4M26,136
Morgan Stanley $4.3M25,575
Citadel Advisors $4M23,650
Vanguard Group $3.9M17,997
Fidelity $3.9M23,007
Bank of America $3.3M19,590
BlackRock $2.2M13,286
Vanguard Group $2M9,368
Morgan Stanley $1.9M11,261
BlackRock $1.8M10,573
Citadel Advisors $1.5M8,700
Vanguard Group $1.5M6,679
Morgan Stanley $1.4M8,139
BlackRock $1.1M6,654
Morgan Stanley $1.1M6,571
Morgan Stanley $1M6,131
Bank of America $954K5,644
Fidelity $872K5,158
Morgan Stanley $810K4,791

Congressional trades

STOCK Act
MemberTypeDate
April McClain Delaney sell 01/15/2026
April McClain Delaney sell 08/01/2025