Q2 2018 13F Holders as of 30 Jun 2018
-
Type / Class
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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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193
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Total 13F shares, excl. options
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17,167,551
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Shares change
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+663,410
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Total reported value, excl. options
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$2,201,259,935
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Value change
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+$87,034,060
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Put/Call ratio
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47.82%
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Number of buys
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91
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Number of sells
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-83
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Price
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$128.25
Significant Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q2 2018
208 filings reported holding MORN - Morningstar, Inc. - Common Stock, no par value as of Q2 2018.
Morningstar, Inc. - Common Stock, no par value (MORN) has 193 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 17,167,551 shares
of 41,737,780 outstanding shares and own 41.13% of the company stock.
Largest 10 shareholders include ATLANTA CAPITAL MANAGEMENT CO L L C (2,835,850 shares), VANGUARD GROUP INC (1,596,616 shares), BAMCO INC /NY/ (1,460,404 shares), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (1,298,048 shares), BlackRock Inc. (783,368 shares), FMR LLC (747,835 shares), JPMORGAN CHASE & CO (647,787 shares), RENAISSANCE TECHNOLOGIES LLC (600,900 shares), ROYCE & ASSOCIATES LP (599,492 shares), and DIMENSIONAL FUND ADVISORS LP (392,280 shares).
This table shows the top 193 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.