Security key
617700109
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 39,550,589
- 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
Report period
Q4 2020
Institutions
293
Top holders
10
MORN full security history
Newer quarter: Q1 2021
Previous quarter: Q3 2020
Morningstar, Inc. SEC filings
Morningstar, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 617700109
Recent filing periods:
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 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.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC |
13F
|
Company |
4.7%
|
1,843,925
|
$296,153,000 | — | 30 Sep 2020 | |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
13F
|
Company |
4.6%
|
1,811,967
|
$291,021,000 | — | 30 Sep 2020 | |
| ATLANTA CAPITAL MANAGEMENT CO L L C |
13F
|
Company |
3.8%
|
1,503,656
|
$241,502,000 | — | 30 Sep 2020 | |
| BAMCO INC /NY/ |
13F
|
Company |
3.4%
|
1,341,882
|
$215,520,000 | — | 30 Sep 2020 | |
| FMR LLC |
13F
|
Company |
3%
|
1,169,107
|
$187,771,000 | — | 30 Sep 2020 | |
| BlackRock Finance, Inc. |
13F
|
Company |
2.6%
|
1,025,652
|
$164,730,000 | — | 30 Sep 2020 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
2.1%
|
828,027
|
$131,904,000 | — | 30 Sep 2020 | |
| WASATCH ADVISORS LP |
13F
|
Company |
2.1%
|
822,991
|
$132,181,000 | — | 30 Sep 2020 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
1.8%
|
724,370
|
$116,341,000 | — | 30 Sep 2020 | |
| Mawer Investment Management Ltd. |
13F
|
Company |
1.5%
|
574,900
|
$92,335,000 | — | 30 Sep 2020 | |
| Select Equity Group, L.P. |
13F
|
Company |
1.5%
|
574,575
|
$92,282,491 | — | 30 Sep 2020 | |
| ROYCE & ASSOCIATES LP |
13F
|
Company |
1.2%
|
456,131
|
$73,259,000 | — | 30 Sep 2020 | |
| Invesco Ltd. |
13F
|
Company |
0.82%
|
324,785
|
$52,163,000 | — | 30 Sep 2020 | |
| Artisan Partners Limited Partnership |
13F
|
Company |
0.8%
|
316,926
|
$50,901,000 | — | 30 Sep 2020 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.8%
|
314,747
|
$50,548,000 | — | 30 Sep 2020 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.79%
|
313,077
|
$50,283,000 | — | 30 Sep 2020 | |
| Champlain Investment Partners, LLC |
13F
|
Company |
0.78%
|
310,310
|
$49,839,000 | — | 30 Sep 2020 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.74%
|
291,273
|
$46,781,000 | — | 30 Sep 2020 | |
| STATE STREET CORP |
13F
|
Company |
0.73%
|
286,890
|
$46,077,000 | — | 30 Sep 2020 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
0.61%
|
241,055
|
$38,716,000 | — | 30 Sep 2020 | |
| NORGES BANK |
13F
|
Company |
0.6%
|
238,414
|
$38,292,000 | — | 30 Sep 2020 | |
| Copeland Capital Management, LLC |
13F
|
Company |
0.58%
|
229,199
|
$36,811,000 | — | 30 Sep 2020 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.53%
|
208,636
|
$33,509,000 | — | 30 Sep 2020 | |
| LAZARD ASSET MANAGEMENT LLC |
13F
|
Company |
0.5%
|
196,461
|
$31,553,000 | — | 30 Sep 2020 | |
| AMERICAN CAPITAL MANAGEMENT INC |
13F
|
Company |
0.49%
|
192,506
|
$30,918,000 | — | 30 Sep 2020 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.47%
|
185,756
|
$29,833,000 | — | 30 Sep 2020 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.42%
|
167,861
|
$26,961,000 | — | 30 Sep 2020 | |
| Boston Trust Walden Corp |
13F
|
Company |
0.41%
|
162,493
|
$26,098,000 | — | 30 Sep 2020 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.39%
|
154,146
|
$24,757,000 | — | 30 Sep 2020 | |
| PELHAM GLOBAL FINANCIALS LTD |
13F
|
Company |
0.38%
|
151,363
|
$24,310,000 | — | 30 Sep 2020 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.35%
|
138,614
|
$22,263,000 | — | 30 Sep 2020 | |
| Chicago Capital, LLC |
13F
|
Company |
0.34%
|
135,090
|
$21,697,000 | — | 30 Sep 2020 | |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC |
13F
|
Company |
0.31%
|
124,330
|
$19,969,000 | — | 30 Sep 2020 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.3%
|
120,521
|
$19,358,000 | — | 30 Sep 2020 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
0.3%
|
119,193
|
$19,144,000 | — | 30 Sep 2020 | |
| PARNASSUS INVESTMENTS, LLC |
13F
|
Company |
0.3%
|
118,491
|
$19,031,000 | — | 30 Sep 2020 | |
| CI INVESTMENTS INC. |
13F
|
Company |
0.3%
|
116,823
|
$18,763,000 | — | 30 Sep 2020 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.29%
|
115,071
|
$18,482,000 | — | 30 Sep 2020 | |
| CONFLUENCE INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.29%
|
114,805
|
$18,439,000 | — | 30 Sep 2020 | |
| BROWN BROTHERS HARRIMAN & CO |
13F
|
Company |
0.28%
|
109,172
|
$17,534,000 | — | 30 Sep 2020 | |
| CRAMER ROSENTHAL MCGLYNN LLC |
13F
|
Company |
0.22%
|
86,862
|
$13,951,000 | — | 30 Sep 2020 | |
| Aperio Group, LLC |
13F
|
Company |
0.21%
|
82,065
|
$13,181,000 | — | 30 Sep 2020 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.21%
|
81,441
|
$13,080,000 | — | 30 Sep 2020 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
0.17%
|
67,040
|
$10,767,000 | — | 30 Sep 2020 | |
| WADDELL & REED FINANCIAL INC |
13F
|
Company |
0.16%
|
64,771
|
$10,403,000 | — | 30 Sep 2020 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.16%
|
63,542
|
$10,205,000 | — | 30 Sep 2020 | |
| VOYA INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.16%
|
62,464
|
$10,032,000 | — | 30 Sep 2020 | |
| Northern Right Capital Management, L.P. |
13F
|
Company |
0.16%
|
61,385
|
$9,859,000 | — | 30 Sep 2020 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.14%
|
55,931
|
$8,843,000 | — | 30 Sep 2020 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.14%
|
55,669
|
$8,941,000 | — | 30 Sep 2020 |
Institutional Holders of Morningstar, Inc. - Common Stock (MORN) as of Q4 2020
As of 31 Dec 2020,
Morningstar, Inc. - Common Stock (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 |
|---|
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 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.