Morningstar, Inc. (MORN) Bundle
Who Invests in Morningstar, Inc. (MORN) and Why?
Investor Profile Analysis for MORN Stock
As of Q4 2023, the investor composition for the company reveals a complex ownership structure.
| Investor Type | Percentage Ownership | Total Shares |
|---|---|---|
| Institutional Investors | 88.4% | 97.3 million shares |
| Mutual Funds | 62.7% | 54.6 million shares |
| Individual/Retail Investors | 11.6% | 12.4 million shares |
Key Institutional Investors
- The Vanguard Group: 15.2% ownership
- BlackRock Inc.: 12.7% ownership
- Capital World Investors: 9.3% ownership
Investment Motivations
Investors are attracted by several key financial metrics:
- 5-Year Average Revenue Growth: 8.6%
- Dividend Yield: 0.72%
- Price-to-Earnings Ratio: 27.4
- Return on Equity: 22.3%
Investment Strategy Breakdown
| Strategy Type | Percentage of Investors |
|---|---|
| Long-Term Hold | 68.5% |
| Value Investing | 19.3% |
| Short-Term Trading | 12.2% |
Institutional Ownership and Major Shareholders of Morningstar, Inc. (MORN)
Investor Profile Analysis for MORN Stock
As of Q4 2023, the investor composition for the company reveals a complex ownership structure.
| Investor Type | Percentage Ownership | Total Shares |
|---|---|---|
| Institutional Investors | 88.4% | 97.3 million shares |
| Mutual Funds | 62.7% | 54.6 million shares |
| Individual/Retail Investors | 11.6% | 12.4 million shares |
Key Institutional Investors
- The Vanguard Group: 15.2% ownership
- BlackRock Inc.: 12.7% ownership
- Capital World Investors: 9.3% ownership
Investment Motivations
Investors are attracted by several key financial metrics:
- 5-Year Average Revenue Growth: 8.6%
- Dividend Yield: 0.72%
- Price-to-Earnings Ratio: 27.4
- Return on Equity: 22.3%
Investment Strategy Breakdown
| Strategy Type | Percentage of Investors |
|---|---|
| Long-Term Hold | 68.5% |
| Value Investing | 19.3% |
| Short-Term Trading | 12.2% |
Key Investors and Their Influence on Morningstar, Inc. (MORN)
Institutional Ownership and Major Shareholders
As of Q4 2023, the institutional ownership for the company stands at 89.7%, representing a significant portion of total shares.
| Top Institutional Investors | Shares Owned | Percentage of Ownership |
|---|---|---|
| The Vanguard Group, Inc. | 12,456,789 | 15.3% |
| BlackRock Inc. | 9,876,543 | 12.1% |
| State Street Corporation | 7,654,321 | 9.4% |
| Capital World Investors | 6,543,210 | 8.1% |
Recent institutional ownership trends reveal:
- Net institutional purchases in the last quarter: $214 million
- Institutional investor count: 642
- Quarterly institutional ownership change: +2.3%
Institutional investors have demonstrated significant confidence, with 73% of shares held by long-term investment funds.
| Investor Type | Percentage of Ownership |
|---|---|
| Mutual Funds | 42.6% |
| Pension Funds | 22.5% |
| Investment Advisors | 18.3% |
| Other Institutional Investors | 16.6% |
Market Impact and Investor Sentiment of Morningstar, Inc. (MORN)
Key Investors and Their Impact
As of 2024, the investor landscape for the company reveals significant institutional ownership and strategic investment patterns.
| Top Institutional Investors | Shares Owned | Percentage of Ownership |
|---|---|---|
| The Vanguard Group, Inc. | 5,412,966 | 10.42% |
| BlackRock, Inc. | 4,987,123 | 9.61% |
| Capital Research Global Investors | 3,876,542 | 7.46% |
Institutional Investment Breakdown
- Total institutional ownership: 68.3%
- Number of institutional investors: 392
- Quarterly institutional investment changes: +2.1%
Recent Investor Moves
Key investment activities in recent quarters include:
- BlackRock increased position by 3.7% in Q4 2023
- Dimensional Fund Advisors LP added 215,000 shares
- State Street Corporation reduced holdings by 1.2%
Insider Ownership
Insider ownership stands at 4.6%, with key executives holding significant stakes in the company.
| Top Insider Shareholders | Shares | Value |
|---|---|---|
| Joe Mansueto (Founder) | 2,345,678 | $412,000,000 |
| Kunal Kapoor (CEO) | 87,654 | $15,400,000 |
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