MORNMorningstar, Inc.

CSNasdaq (XNAS)·USD

Identity

Security key: 18703
Ticker: MORN
Type: CS — Common Stock
Exchange: Nasdaq(XNAS)
Venue group: NASDAQ
Operating MIC: XNAS
Market: stocks
Locale: us
Currency: USD
Listed: 2005-05-03
Round lot: 100
Active: Yes
Last seen in a load: 2026-08-14 20:49
Vendor updated: 2026-08-13 06:09
Ticker root / suffix: MORN

Detail

Enriched 2026-08-14 20:47

Market cap: $7,409,305,408.21
Shares outstanding (class): 37,513,571
Shares outstanding (weighted): 37,513,571
SIC: 6282 INVESTMENT ADVICE
Employees: 10,973
Location: CHICAGO, IL
Homepage: https://www.morningstar.com
Description: Morningstar Inc is a provider of independent investment insights to financial advisers, asset managers, and investors. It provides data and research insights on various investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time market data. The company has five reportable segments: Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. Maximum revenue is derived from the Morningstar Direct Platform, which provides investors with comprehensive data, research, insights, and investment analysis through product areas such as Morningstar Data, Morningstar Direct, and Morningstar Advisor Workstation. Geographically, it generates maximum revenue from the USA.

Market cap and share counts drift.

Funds holding this security

215 funds · 219 positions · $1.11B reported value, as of 2026-03-31

All holders →

Fund	Ticker	Position value	% of fund	Balance	Match
Eaton Vance Atlanta Capital SMID-Cap Fund Eaton Vance Growth Trust	—	$185.86M	1.89%	1,099,446 NS	FIGI
iShares Core S&P Mid-Cap ETF iShares Trust	IJH	$128.49M	0.12%	760,099 NS	FIGI
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS	VTI	$117.06M	0.01%	692,439 NS	FIGI
BARON GROWTH FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON A…	—	$90.44M	3.46%	535,000 NS	FIGI
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS	VB	$84.86M	0.05%	501,995 NS	FIGI
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS	VBK	$47.44M	0.12%	280,653 NS	FIGI
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS	VXF	$43.30M	0.05%	256,151 NS	FIGI
JPMorgan Small Cap Equity Fund JPMorgan Trust I	—	$34.99M	1.23%	206,977 NS	FIGI
State Street SPDR S&P MidCap 400SM ETF Trust —	—	$29.25M	0.12%	173,048 NS	FIGI
Multi-Manager Large Cap Growth Strategies Fund COLUMBIA FUNDS SERIES TRUST I	—	$23.18M	0.50%	137,101 NS	FIGI
State Street(R) SPDR(R) Portfolio S&P 400(TM) M… SPDR SERIES TRUST	SPMD	$18.98M	0.12%	112,274 NS	FIGI
iShares Russell Mid-Cap Growth ETF iShares Trust	IWP	$16.43M	0.09%	97,218 NS	FIGI
Optimum Large Cap Growth Fund Optimum Fund Trust	—	$15.43M	0.91%	91,290 NS	FIGI
Virtus KAR Small-Cap Growth Fund Virtus Equity Trust	—	$14.54M	1.76%	85,983 NS	FIGI
iShares Russell Mid-Cap ETF iShares Trust	IWR	$13.77M	0.03%	81,453 NS	FIGI

How positions resolve to the securities master. FIGI_COMPOSITE is exact identifier equality — both sides got the FIGI from Bloomberg. TICKER is a narrow fallback used only where the master row carries no FIGI at all (2,389 rows do not, disproportionately Irish-domiciled US listings like LIN and ACN). Roughly 22% of all positions resolve to the master.

Funds holding this security

Identifiers

master.security_identifier

TICKERMORN
FIGI_COMPOSITEBBG000CGQ4F7
FIGI_SHARE_CLASSBBG001SC6FV6
CIK0001289419
ISINUS6177001095
Resolved through OpenFIGI from a holdings ISIN, not supplied by the securities vendor.

Identifiers

Classification

classification.v_security_classification

Asset class: Equity
Sector: Financials
Industry: Asset Management
Source: LLMunreviewed
Self-reported confidence: 0.95
Model: deepseek
Rationale: Morningstar provides investment research, data, and advisory services, fitting the asset management industry within the financial sector.

Classifications are unreviewed model output. All 5,771 assignments carry source = LLM and is_reviewed = false. Confidence is the model’s own estimate and is not calibrated — it clustered at 0.90–0.98 across the whole first pass, including rows that later proved wrong. Use it to order a review queue, not as a probability. Two share classes of one issuer can disagree.

Classification

Fund data

Not linked to a fund series.

Either this is not a fund, or it is one the SEC share-class snapshot cannot reach — commodity trusts and notes have no series ID at all.