MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
VANGUARD GROUP INC2,374,364$515,973
BlackRock, Inc.2,363,201$513,547
MORGAN STANLEY2,006,325$435,995
Select Equity Group, L.P.1,522,492$330,853
BAMCO INC /NY/1,241,794$269,854
WELLINGTON MANAGEMENT GROUP LLP1,136,213$246,910
AQR CAPITAL MANAGEMENT LLC900,297$195,644
STATE STREET CORP746,907$162,310
GEODE CAPITAL MANAGEMENT, LLC596,982$129,750
DIMENSIONAL FUND ADVISORS LP471,971$102,566
JANE STREET GROUP, LLC424,271$92,198
TWO SIGMA INVESTMENTS, LP382,454$83,111
JPMORGAN CHASE & CO365,560$79,440
MASSACHUSETTS FINANCIAL SERVICES CO /MA/361,687$78,598
TWO SIGMA ADVISERS, LP354,200$76,971
MILLENNIUM MANAGEMENT LLC343,833$74,718
WASATCH ADVISORS LP336,065$73,030
RENAISSANCE TECHNOLOGIES LLC323,770$70,358
UBS Group AG295,347$64,182
NORGES BANK286,994$62,367
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP285,098$61,955
Invesco Ltd.271,999$59,108
Corient Private Wealth LLC260,978$9,296
Qube Research & Technologies Ltd242,288$52,652
VOLORIDGE INVESTMENT MANAGEMENT, LLC226,605$49,244
CHARLES SCHWAB INVESTMENT MANAGEMENT INC189,925$41,273
Quantinno Capital Management LP188,764$41,020
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC187,931$40,839
NORTHERN TRUST CORP176,610$38,379
Bank of New York Mellon Corp169,957$36,933
BANK OF AMERICA CORP /DE/164,311$35,706
M&G PLC156,247$33,906
SCHRODER INVESTMENT MANAGEMENT GROUP150,872$32,890
FMR LLC149,019$32,383
Point72 Asset Management, L.P.145,917$31,709
DF DENT & CO INC145,591$31,638
ROYCE & ASSOCIATES LP143,011$31,078
Focus Partners Wealth136,904$29,751
HRT FINANCIAL LP128,956$28
GOLDMAN SACHS GROUP INC113,822$24,735
AMERICAN CAPITAL MANAGEMENT INC113,064$24,570
Copeland Capital Management, LLC105,282$22,879
Gotham Asset Management, LLC100,283$21,792
PRINCIPAL FINANCIAL GROUP INC88,071$19,139
ENVESTNET ASSET MANAGEMENT INC85,973$18,683
Engineers Gate Manager LP78,179$16,989
NORDEA INVESTMENT MANAGEMENT AB76,524$16,674
CONGRESS ASSET MANAGEMENT CO /MA74,541$16,199
Nuveen, LLC71,087$15,448
CONFLUENCE INVESTMENT MANAGEMENT LLC71,033$15,436
Chicago Capital, LLC69,041$15,003
UBS ASSET MANAGEMENT AMERICAS INC69,032$15,001
FIRST TRUST ADVISORS LP64,175$13,946
RHUMBLINE ADVISERS63,229$13,740
CAPITAL FUND MANAGEMENT S.A.61,209$13,301
SEI INVESTMENTS CO59,267$12,879
MEEDER ASSET MANAGEMENT INC57,697$12,538
JANUS HENDERSON GROUP PLC57,589$12,514
Premier Fund Managers Ltd56,272$12
BARLOW WEALTH PARTNERS, INC.55,533$12,041
IEQ CAPITAL, LLC51,607$11,215
Jump Financial, LLC50,467$10,967
Swiss National Bank50,000$10,866
ALGERT GLOBAL LLC48,957$11
SUSQUEHANNA INTERNATIONAL GROUP, LLP48,266$10,489
Sone Capital Management, LLC43,658$9,487
PRUDENTIAL FINANCIAL INC42,164$9,192
Legal & General Group Plc39,093$8,495
PANAGORA ASSET MANAGEMENT INC38,809$8,434
Verition Fund Management LLC37,343$8,115
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM35,469$7,708
Thrivent Financial for Lutherans35,185$8
CI INVESTMENTS INC.35,128$7,634
Squarepoint Ops LLC34,267$7,447
BANK OF NOVA SCOTIA34,200$7,432
COOPER INVESTORS PTY LTD31,887$6,929
RAYMOND JAMES FINANCIAL INC30,778$6,688
XTX Topco Ltd30,112$6,544
WINTON GROUP Ltd30,067$6,534
Creative Planning29,578$6,428
Retirement Systems of Alabama28,629$6,221
WORLDQUANT MILLENNIUM ADVISORS LLC28,125$6,112
BNP Paribas Investment Partners S.A.26,844$6
NICHOLAS COMPANY, INC.26,315$5,719
ALLIANCEBERNSTEIN L.P.26,216$5,697
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM25,407$5,521
SEGALL BRYANT & HAMILL, LLC23,846$5,182
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND23,600$5,129
BARCLAYS PLC23,252$5,053
UNITED CAPITAL FINANCIAL ADVISORS, LLC23,144$5,029
D. E. Shaw & Co., Inc.22,767$4,947
WELLS FARGO & COMPANY/MN22,763$4,947
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM22,680$4,929
PRICE T ROWE ASSOCIATES INC /MD/21,777$5
VAN ECK ASSOCIATES CORP21,192$5
Trexquant Investment LP20,323$4,416
Crawford Fund Management, LLC20,300$4,411
AMERIPRISE FINANCIAL INC19,781$4,298
BNP PARIBAS ARBITRAGE, SA19,761$4,294
CANADA PENSION PLAN INVESTMENT BOARD18,900$4,107
370 other institutions1,267,299$241,234
Total (470 institutions)24,456,569$5,159,567