Security key
617700109
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 17,578,937
- Total 13F value
- $2,212,013,279
- Share change
- +410,678
- Put/Call ratio
- 76%
- SEC-reported price per share
- $125.90
- Number of holders
- 226
- Value change
- +$50,733,594
- Number of buys
- 116
- Number of sells
- 83
- 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
Q3 2018
Institutions
226
Top holders
10
MORN full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q4 2018
Previous quarter: Q2 2018
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
30 Jun 2018
13F
Lead comparable stake: 7.2%
Showing 1-6 of 15 holder rows.
Quick read
ATLANTA CAPITAL MANAGEMENT CO L L C leads the comparable SEC ownership view at 7.2%.
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
7.2%
VANGUARD GROUP INC
4%
BAMCO INC /NY/
3.7%
KAYNE ANDERSON RUDNICK INVESTMENT...
3.3%
BlackRock Finance, Inc.
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
|
7.2%
|
$363,698,000
2,835,850 shares
|
— | 30 Jun 2018 |
| VANGUARD GROUP INC |
13F
Company
|
4%
|
$204,766,000
1,596,616 shares
|
— | 30 Jun 2018 |
| BAMCO INC /NY/ |
13F
Company
|
3.7%
|
$187,297,000
1,460,404 shares
|
— | 30 Jun 2018 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
13F
Company
|
3.3%
|
$166,474,000
1,298,048 shares
|
— | 30 Jun 2018 |
| BlackRock Finance, Inc. |
13F
Company
|
2%
|
$100,467,000
783,368 shares
|
— | 30 Jun 2018 |
| FMR LLC |
13F
Company
|
1.9%
|
$95,910,000
747,835 shares
|
— | 30 Jun 2018 |
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 Q3 2018
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
226
Shares
17,578,937
Rows available
226
| 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 Q3 2018 vs Q2 2018 Across Filers
Q2 2018 holders
193
Q3 2018 holders
226
Holder diff
33
| Investor | Q2 2018 Shares | Q3 2018 Shares | Share Diff | Share Chg % | Q2 2018 value | Q3 2018 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend