Security key
617700109
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 21,199,302
- Total 13F value
- $4,908,765,658
- Share change
- +598,774
- Put/Call ratio
- 111%
- SEC-reported price per share
- $231.57
- Number of holders
- 293
- Value change
- +$169,644,265
- Number of buys
- 118
- Number of sells
- 135
- Shares outstanding
- 37,170,755
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
Q4 2020
Institutions
293
Top holders
10
MORN full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2026
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
VANGUARD GROUP INC
Disclosed value leader
VANGUARD GROUP INC
Comparable rows
0/15
Latest evidence
30 Sep 2020
13F
Highest disclosed value: $296,153,000
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
VANGUARD GROUP INC has the largest disclosed position value at $296.15M.
0 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 VANGUARD GROUP INC's linked filing trail.
Disclosed position value
Top 5
VANGUARD GROUP INC
$296.15M
KAYNE ANDERSON RUDNICK INVESTMENT...
$291.02M
ATLANTA CAPITAL MANAGEMENT CO L L C
$241.5M
BAMCO INC /NY/
$215.52M
FMR LLC
$187.77M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| VANGUARD GROUP INC |
13F
Company
|
—
denominator unverified
|
$296,153,000
1,843,925 shares
|
— | 30 Sep 2020 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
13F
Company
|
—
denominator unverified
|
$291,021,000
1,811,967 shares
|
— | 30 Sep 2020 |
| ATLANTA CAPITAL MANAGEMENT CO L L C |
13F
Company
|
—
denominator unverified
|
$241,502,000
1,503,656 shares
|
— | 30 Sep 2020 |
| BAMCO INC /NY/ |
13F
Company
|
—
denominator unverified
|
$215,520,000
1,341,882 shares
|
— | 30 Sep 2020 |
| FMR LLC |
13F
Company
|
—
denominator unverified
|
$187,771,000
1,169,107 shares
|
— | 30 Sep 2020 |
| BlackRock Finance, Inc. |
13F
Company
|
—
denominator unverified
|
$164,730,000
1,025,652 shares
|
— | 30 Sep 2020 |
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 Q4 2020
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
293
Shares
21,199,302
Rows available
293
| 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 Q4 2020 vs Q3 2020 Across Filers
Q3 2020 holders
260
Q4 2020 holders
293
Holder diff
33
| Investor | Q3 2020 Shares | Q4 2020 Shares | Share Diff | Share Chg % | Q3 2020 value | Q4 2020 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend