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

CUSIP 617700109 is the security identifier for MORN - Morningstar, Inc. - Common Stock used to aggregate holder disclosures.

How many institutions held MORN - Morningstar, Inc. - Common Stock in Q2 2020?

244 institutional investors reported MORN - Morningstar, Inc. - Common Stock for Q2 2020. Use the holders table for investor-level position and value details.

Morningstar, Inc. - Common Stock (MORN)

CUSIP: 617700109

Q2 2020 13F Holders as of 30 Jun 2020

Type / Class: Equity / Common Stock
Shares outstanding: 39,550,589
Total 13F shares: 20,784,207
Share change: +628,227
Total reported value: $2,929,656,218
Put/Call ratio: 59%
Price per share: $140.97
Number of holders: 244
Value change: +$96,936,961
Number of buys: 130
Number of sells: 102

Quarterly Holders Quick Answers

What is CUSIP 617700109?
CUSIP 617700109 identifies MORN - Morningstar, Inc. - Common Stock in SEC institutional holdings data.

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Explore More Reporting Periods

Jump to adjacent filing periods for faster comparison and easier crawl discovery.

Newer quarter: Q3 2020
Previous quarter: Q1 2020

Recent filing periods for CUSIP 617700109:

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

Top shareholders of MORN - Morningstar, Inc. - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Holder	Source	Role / Reporting	Ownership %	Shares	Holdings Value	12M Net Δ	As of	Details
VANGUARD GROUP INC	13F	Company	4.9%	1,937,895	$225,280,000	—	31 Mar 2020	13F
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	13F	Company	4.5%	1,781,969	$207,155,000	—	31 Mar 2020	13F
FMR LLC	13F	Company	4.4%	1,723,281	$200,332,000	—	31 Mar 2020	13F
ATLANTA CAPITAL MANAGEMENT CO L L C	13F	Company	4%	1,587,517	$184,549,000	—	31 Mar 2020	13F
BAMCO INC /NY/	13F	Company	3.4%	1,364,284	$158,598,000	—	31 Mar 2020	13F
BlackRock Finance, Inc.	13F	Company	2.2%	888,702	$103,311,000	—	31 Mar 2020	13F
JPMORGAN CHASE & CO	13F	Company	2%	791,174	$91,974,000	—	31 Mar 2020	13F
RENAISSANCE TECHNOLOGIES LLC	13F	Company	1.8%	717,570	$83,418,000	—	31 Mar 2020	13F
ROYCE & ASSOCIATES LP	13F	Company	1.3%	515,691	$59,949,000	—	31 Mar 2020	13F
Mawer Investment Management Ltd.	13F	Company	1.3%	510,000	$59,288,000	—	31 Mar 2020	13F
Select Equity Group, L.P.	13F	Company	1.2%	460,863	$53,575,324	—	31 Mar 2020	13F
Invesco Ltd.	13F	Company	0.9%	355,236	$41,296,000	—	31 Mar 2020	13F
LAZARD ASSET MANAGEMENT LLC	13F	Company	0.81%	320,240	$37,227,000	—	31 Mar 2020	13F
EAGLE ASSET MANAGEMENT INC	13F	Company	0.81%	318,780	$37,058,000	—	31 Mar 2020	13F
DIMENSIONAL FUND ADVISORS LP	13F	Company	0.8%	314,904	$36,608,000	—	31 Mar 2020	13F
Artisan Partners Limited Partnership	13F	Company	0.79%	312,727	$36,355,000	—	31 Mar 2020	13F
Champlain Investment Partners, LLC	13F	Company	0.78%	310,460	$36,091,000	—	31 Mar 2020	13F
GEODE CAPITAL MANAGEMENT, LLC	13F	Company	0.76%	301,771	$35,080,000	—	31 Mar 2020	13F
STATE STREET CORP	13F	Company	0.74%	291,717	$33,912,000	—	31 Mar 2020	13F
NORGES BANK	13F	Company	0.67%	265,586	$30,874,000	—	31 Mar 2020	13F
CARILLON TOWER ADVISERS, INC.	13F	Company	0.64%	252,885	$29,276,496	—	31 Mar 2020	13F
WELLS FARGO & COMPANY/MN	13F	Company	0.61%	242,049	$28,137,000	—	31 Mar 2020	13F
NEW YORK STATE COMMON RETIREMENT FUND	13F	Company	0.57%	225,192	$26,179,000	—	31 Mar 2020	13F
Bank of New York Mellon Corp	13F	Company	0.56%	222,885	$25,910,000	—	31 Mar 2020	13F
AMERICAN CAPITAL MANAGEMENT INC	13F	Company	0.51%	201,792	$23,458,000	—	31 Mar 2020	13F
NORTHERN TRUST CORP	13F	Company	0.47%	184,720	$21,474,000	—	31 Mar 2020	13F
BANK OF AMERICA CORP /DE/	13F	Company	0.44%	172,718	$20,079,000	—	31 Mar 2020	13F
PARNASSUS INVESTMENTS, LLC	13F	Company	0.41%	161,312	$18,753,000	—	31 Mar 2020	13F
Copeland Capital Management, LLC	13F	Company	0.4%	156,443	$18,187,000	—	31 Mar 2020	13F
Chicago Capital, LLC	13F	Company	0.36%	143,097	$16,635,000	—	31 Mar 2020	13F
Boston Trust Walden Corp	13F	Company	0.36%	142,672	$16,586,000	—	31 Mar 2020	13F
PARAMETRIC PORTFOLIO ASSOCIATES LLC	13F	Company	0.34%	133,345	$15,501,000	—	31 Mar 2020	13F
WADDELL & REED FINANCIAL INC	13F	Company	0.32%	127,671	$14,842,000	—	31 Mar 2020	13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	13F	Company	0.31%	124,473	$14,470,000	—	31 Mar 2020	13F
CONFLUENCE INVESTMENT MANAGEMENT LLC	13F	Company	0.31%	121,809	$14,160,000	—	31 Mar 2020	13F
LOOMIS SAYLES & CO L P	13F	Company	0.28%	111,186	$12,926,000	—	31 Mar 2020	13F
Nuveen Asset Management, LLC	13F	Company	0.27%	107,555	$12,503,000	—	31 Mar 2020	13F
MARTINGALE ASSET MANAGEMENT L P	13F	Company	0.27%	105,312	$12,244,000	—	31 Mar 2020	13F
MILLENNIUM MANAGEMENT LLC	13F	Company	0.23%	92,655	$10,771,000	—	31 Mar 2020	13F
VICTORY CAPITAL MANAGEMENT INC	13F	Company	0.23%	92,547	$10,759,000	—	31 Mar 2020	13F
CRAMER ROSENTHAL MCGLYNN LLC	13F	Company	0.23%	90,775	$10,553,000	—	31 Mar 2020	13F
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	13F	Company	0.21%	83,867	$9,750,000	—	31 Mar 2020	13F
GOLDEN GATE PRIVATE EQUITY, INC.	13F	Company	0.2%	80,716	$9,383,000	—	31 Mar 2020	13F
GOLDMAN SACHS GROUP INC	13F	Company	0.2%	78,444	$9,119,000	—	31 Mar 2020	13F
AQR CAPITAL MANAGEMENT LLC	13F	Company	0.18%	70,283	$8,170,000	—	31 Mar 2020	13F
PRINCIPAL FINANCIAL GROUP INC	13F	Company	0.16%	64,355	$7,481,000	—	31 Mar 2020	13F
PELHAM GLOBAL FINANCIALS LTD	13F	Company	0.16%	64,083	$7,450,000	—	31 Mar 2020	13F
BNP Paribas Asset Management Holding S.A.	13F	Company	0.15%	58,147	$6,760,000	—	31 Mar 2020	13F
NICHOLAS COMPANY, INC.	13F	Company	0.13%	53,150	$6,179,000	—	31 Mar 2020	13F
AXA S.A.	13F	Company	0.13%	50,104	$5,825,000	—	31 Mar 2020	13F

Institutional Holders of Morningstar, Inc. - Common Stock (MORN) as of Q2 2020

As of 30 Jun 2020, Morningstar, Inc. - Common Stock (MORN) was held by 244 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 20,784,207 shares. The largest 10 holders included VANGUARD GROUP INC, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, ATLANTA CAPITAL MANAGEMENT CO L L C, BAMCO INC /NY/, FMR LLC, BlackRock Inc., JPMORGAN CHASE & CO, RENAISSANCE TECHNOLOGIES LLC, WASATCH ADVISORS INC, and Mawer Investment Management Ltd.. This page lists 244 institutional shareholders reporting positions in this security for the Q2 2020 filing period.

Investor	Option	Weight %	Change %	Value $	* Price	Shares	Share Change	Activity	Report Period

Compare Q2 2020 vs Q1 2020 Across Filers

Q1 2020 holders

213

Q2 2020 holders

244

Holder diff

Investor	Q1 2020 Shares	Q2 2020 Shares	Share Diff	Share Chg %	Q1 2020 Value $	Q2 2020 Value $	Value Diff $	Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend

* 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.