Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / Common Stock, no par value
-
Shares outstanding
-
41,737,780
-
Number of holders
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292
-
Total 13F shares, excl. options
-
21,862,949
-
Shares change
-
+391,811
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Total reported value, excl. options
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$5,621,212,458
-
Value change
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+$103,860,902
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Put/Call ratio
-
98.09%
-
Number of buys
-
140
-
Number of sells
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-126
-
Price
-
$257.11
Significant Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q2 2021
337 filings reported holding MORN - Morningstar, Inc. - Common Stock, no par value as of Q2 2021.
Morningstar, Inc. - Common Stock, no par value (MORN) has 292 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 21,862,949 shares
of 41,737,780 outstanding shares and own 52.38% of the company stock.
Largest 10 shareholders include Select Equity Group, L.P. (3,636,995 shares), VANGUARD GROUP INC (2,364,436 shares), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (1,356,976 shares), BAMCO INC /NY/ (1,215,209 shares), ATLANTA CAPITAL MANAGEMENT CO L L C (1,107,771 shares), BlackRock Inc. (1,050,231 shares), WASATCH ADVISORS INC (814,106 shares), FMR LLC (745,053 shares), JPMORGAN CHASE & CO (553,596 shares), and RENAISSANCE TECHNOLOGIES LLC (475,570 shares).
This table shows the top 292 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.