Exploring Morningstar, Inc. (MORN) Investor Profile: Who’s Buying and Why?

Exploring Morningstar, Inc. (MORN) Investor Profile: Who’s Buying and Why?

US | Financial Services | Financial - Data & Stock Exchanges | NASDAQ

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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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