Q4 2017 13F Holders as of 31 Dec 2017
-
Type / Class
-
Equity / Common Stock, no par value
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Shares outstanding
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41,737,780
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Number of holders
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176
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Total 13F shares, excl. options
-
16,574,129
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Shares change
-
-108,764
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Total reported value, excl. options
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$1,607,181,915
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Value change
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-$10,014,203
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Put/Call ratio
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1.1%
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Number of buys
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85
-
Number of sells
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-58
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Price
-
$96.97
Significant Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q4 2017
193 filings reported holding MORN - Morningstar, Inc. - Common Stock, no par value as of Q4 2017.
Morningstar, Inc. - Common Stock, no par value (MORN) has 176 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 16,574,129 shares
of 41,737,780 outstanding shares and own 40% of the company stock.
Largest 10 shareholders include ATLANTA CAPITAL MANAGEMENT CO L L C (3,128,600 shares), BAMCO INC /NY/ (1,504,371 shares), Vanguard Group Inc (1,426,766 shares), JPMORGAN CHASE & CO (885,853 shares), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (881,216 shares), BlackRock Inc. (764,427 shares), ROYCE & ASSOCIATES LP (602,453 shares), RENAISSANCE TECHNOLOGIES LLC (557,900 shares), Champlain Investment Partners, LLC (383,630 shares), and DIMENSIONAL FUND ADVISORS LP (371,002 shares).
This table shows the top 176 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.