Security key
617700109
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 16,582,724
- Total 13F value
- $1,299,086,428
- Share change
- -144,369
- Put/Call ratio
- 201%
- SEC-reported price per share
- $78.34
- Number of holders
- 144
- Value change
- -$11,339,023
- Number of buys
- 73
- Number of sells
- 71
- Shares outstanding
- 39,550,589
Holder snapshot
7 signals
Open additional details 1 more signal available
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2017
Institutions
144
Top holders
10
MORN full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2017
Previous quarter: Q1 2017
Morningstar, Inc. SEC filings
Morningstar, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 617700109
Recent filing periods:
Ownership snapshot
Top reported holders of MORN - Morningstar, Inc. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
ATLANTA CAPITAL MANAGEMEN...
Disclosed value leader
ATLANTA CAPITAL MANAGEMEN...
Comparable rows
15/15
Latest evidence
31 Mar 2017
13F
Lead comparable stake: 8.2%
Showing 1-6 of 15 holder rows.
Quick read
ATLANTA CAPITAL MANAGEMENT CO L L C leads the comparable SEC ownership view at 8.2%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens ATLANTA CAPITAL MANAGEMENT CO L L C's linked filing trail.
Comparable ownership
Top 5
ATLANTA CAPITAL MANAGEMENT CO L L C
8.2%
BAMCO INC /NY/
3.9%
JPMORGAN CHASE & CO
3.5%
VANGUARD GROUP INC
3.5%
BlackRock Finance, Inc.
1.8%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| ATLANTA CAPITAL MANAGEMENT CO L L C |
13F
Company
|
8.2%
|
$255,179,000
3,246,559 shares
|
— | 31 Mar 2017 |
| BAMCO INC /NY/ |
13F
Company
|
3.9%
|
$120,591,000
1,534,231 shares
|
— | 31 Mar 2017 |
| JPMORGAN CHASE & CO |
13F
Company
|
3.5%
|
$110,018,000
1,399,708 shares
|
— | 31 Mar 2017 |
| VANGUARD GROUP INC |
13F
Company
|
3.5%
|
$108,986,000
1,386,588 shares
|
— | 31 Mar 2017 |
| BlackRock Finance, Inc. |
13F
Company
|
1.8%
|
$55,874,000
710,844 shares
|
— | 31 Mar 2017 |
| ROYCE & ASSOCIATES LP |
13F
Company
|
1.7%
|
$52,002,000
661,605 shares
|
— | 31 Mar 2017 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q2 2017
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
144
Shares
16,582,724
Rows available
144
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q2 2017 vs Q1 2017 Across Filers
Q1 2017 holders
167
Q2 2017 holders
144
Holder diff
-23
| Investor | Q1 2017 Shares | Q2 2017 Shares | Share Diff | Share Chg % | Q1 2017 value | Q2 2017 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend