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

Q4 2020 13F Holders as of 31 Dec 2020

Type / Class
Equity / Common Stock, no par value
Shares outstanding
41,737,780
Total 13F shares
21,199,302
Share change
+598,774
Total reported value
$4,908,765,658
Put/Call ratio
111%
Price per share
$231.57
Number of holders
293
Value change
+$169,644,265
Number of buys
118
Number of sells
135

Institutional Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q4 2020

As of 31 Dec 2020, Morningstar, Inc. - Common Stock, no par value (MORN) was held by 293 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 21,199,302 shares. The largest 10 holders included Select Equity Group, L.P., VANGUARD GROUP INC, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, BAMCO INC /NY/, ATLANTA CAPITAL MANAGEMENT CO L L C, BlackRock Inc., FMR LLC, WASATCH ADVISORS INC, JPMORGAN CHASE & CO, and RENAISSANCE TECHNOLOGIES LLC. This page lists 293 institutional shareholders reporting positions in this security for the Q4 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.