Security key
617700109
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 16,508,366
- Total 13F value
- $1,576,892,400
- Share change
- -165,831
- Put/Call ratio
- 122%
- SEC-reported price per share
- $95.52
- Number of holders
- 174
- Value change
- -$15,964,878
- Number of buys
- 82
- Number of sells
- 73
- 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
Q1 2018
Institutions
174
Top holders
10
MORN full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2018
Previous quarter: Q4 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 Dec 2017
13F
Lead comparable stake: 7.9%
Showing 1-6 of 15 holder rows.
Quick read
ATLANTA CAPITAL MANAGEMENT CO L L C leads the comparable SEC ownership view at 7.9%.
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
7.9%
BAMCO INC /NY/
3.8%
VANGUARD GROUP INC
3.6%
JPMORGAN CHASE & CO
2.2%
KAYNE ANDERSON RUDNICK INVESTMENT...
2.2%
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
|
7.9%
|
$303,380,000
3,128,600 shares
|
— | 31 Dec 2017 |
| BAMCO INC /NY/ |
13F
Company
|
3.8%
|
$145,879,000
1,504,371 shares
|
— | 31 Dec 2017 |
| VANGUARD GROUP INC |
13F
Company
|
3.6%
|
$138,353,000
1,426,766 shares
|
— | 31 Dec 2017 |
| JPMORGAN CHASE & CO |
13F
Company
|
2.2%
|
$85,902,000
885,853 shares
|
— | 31 Dec 2017 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
13F
Company
|
2.2%
|
$85,452,000
881,216 shares
|
— | 31 Dec 2017 |
| BlackRock Finance, Inc. |
13F
Company
|
1.9%
|
$74,127,000
764,427 shares
|
— | 31 Dec 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 Q1 2018
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
174
Shares
16,508,366
Rows available
174
| 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 Q1 2018 vs Q4 2017 Across Filers
Q4 2017 holders
176
Q1 2018 holders
174
Holder diff
-2
| Investor | Q4 2017 Shares | Q1 2018 Shares | Share Diff | Share Chg % | Q4 2017 value | Q1 2018 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend