What does CUSIP 617700109 represent in this 13F holders report?

CUSIP 617700109 is the security identifier for MORN - Morningstar, Inc. - Common stock, no par value used to aggregate holder disclosures.

How many institutions held MORN - Morningstar, Inc. - Common stock, no par value in Q1 2019?

232 institutional investors reported MORN - Morningstar, Inc. - Common stock, no par value for Q1 2019. Use the holders table for investor-level position and value details.

Morningstar, Inc. - Common stock, no par value (MORN)

CUSIP: 617700109

Q1 2019 13F Holders as of 31 Mar 2019

Security type / class: Equity / Common stock, no par value
Total 13F shares: 18,540,782
Total 13F value: $2,334,544,826
Share change: +477,082
Put/Call ratio: 70%
SEC-reported price per share: $125.99
Number of holders: 232
Value change: +$61,483,948
Number of buys: 112
Number of sells: 104
Shares outstanding: 38,034,196

Security key

617700109

Report period

Q1 2019

Institutions

232

Top holders

MORN full security history Ownership snapshot Full 13F holder table Morningstar, Inc. SEC filings Morningstar, Inc. company facts

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

Ownership snapshot

Top reported holders of MORN - Morningstar, Inc. - Common stock, no par value (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 2018

13F Lead comparable stake: 5% Showing 1-6 of 15 holder rows.

Quick read

ATLANTA CAPITAL MANAGEMENT CO L L C leads the comparable SEC ownership view at 5%.

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 5%

KAYNE ANDERSON RUDNICK INVESTMENT... 4.6%

VANGUARD GROUP INC 4.4%

BAMCO INC /NY/ 3.8%

FMR LLC 3.2%

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 13F	5%	$209,610,000 1,908,321 shares	—	31 Dec 2018
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	13F Company 13F	4.6%	$192,497,000 1,752,520 shares	—	31 Dec 2018
VANGUARD GROUP INC	13F Company 13F	4.4%	$183,130,000 1,667,247 shares	—	31 Dec 2018
BAMCO INC /NY/	13F Company 13F	3.8%	$160,072,000 1,457,321 shares	—	31 Dec 2018
FMR LLC	13F Company 13F	3.2%	$134,940,000 1,228,505 shares	—	31 Dec 2018
BlackRock Finance, Inc.	13F Company 13F	2.1%	$88,919,000 809,540 shares	—	31 Dec 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 Q1 2019

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions

232

18,540,782

Rows available

232

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 2019 vs Q1 2019 Across Filers

Q1 2019 holders

232

Q1 2019 holders

232

Holder diff

Investor	Q1 2019 Shares	Q1 2019 Shares	Share Diff	Share Chg %	Q1 2019 value	Q1 2019 value	Value change	Value Chg %