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 $193.3M1,238,644
Morgan Stanley $162.5M1,041,851
State Street $111.8M716,473
BlackRock $98M628,391
Geode Capital Management $76.9M492,536
Two Sigma Investments $75.6M484,249
Renaissance Technologies $37.3M238,770
Vanguard Group $31.8M146,416
Millennium Management $25.4M162,620
Morgan Stanley $21.4M137,012
Fidelity $17.8M113,848
Morgan Stanley $17.6M112,822
Morgan Stanley $17.5M112,308
Bank of America $14.4M92,004
Geode Capital Management $13.4M85,779
Bank of America $11.7M75,033
BlackRock $11.4M73,141
Fidelity $7.9M50,870
BlackRock $7.8M49,789
Citadel Advisors $4.4M27,906
BlackRock $4.2M27,016
Morgan Stanley $4.2M26,696
Vanguard Group $3.9M17,997
BlackRock $3.6M23,338
Morgan Stanley $2.6M16,454
Morgan Stanley $2.4M15,456
Bank of America $2.3M14,866
Vanguard Group $2M9,368
Citadel Advisors $2M12,900
BlackRock $1.9M12,043
Citadel Advisors $1.7M11,000
BlackRock $1.6M10,380
Fidelity $1.5M9,650
Vanguard Group $1.5M6,679
Bank of America $1.3M8,482
Morgan Stanley $1.3M8,139
BlackRock $1M6,654
Fidelity $1M6,600
Morgan Stanley $694K4,447

Congressional trades

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