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

Q1 2020 13F Holders as of 31 Mar 2020

Type / Class
Equity / Common Stock, no par value
Shares outstanding
39,550,589
Total 13F shares
20,150,269
Share change
+115,229
Total reported value
$2,342,208,627
Put/Call ratio
30%
Price per share
$116.25
Number of holders
213
Value change
+$7,531,906
Number of buys
107
Number of sells
119

Institutional Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q1 2020

As of 31 Mar 2020, Morningstar, Inc. - Common Stock, no par value (MORN) was held by 213 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 20,150,269 shares. The largest 10 holders included VANGUARD GROUP INC, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, FMR LLC, ATLANTA CAPITAL MANAGEMENT CO L L C, BAMCO INC /NY/, BlackRock Inc., JPMORGAN CHASE & CO, RENAISSANCE TECHNOLOGIES LLC, ROYCE & ASSOCIATES LP, and Mawer Investment Management Ltd.. This page lists 213 institutional shareholders reporting positions in this security for the Q1 2020 filing period.
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.