Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / Common Stock, no par value
-
Shares outstanding
-
41,737,780
-
Number of holders
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312
-
Total 13F shares, excl. options
-
22,464,870
-
Shares change
-
+613,587
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Total reported value, excl. options
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$5,820,005,624
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Value change
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+$159,144,703
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Put/Call ratio
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1.28%
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Number of buys
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131
-
Number of sells
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-131
-
Price
-
$259.03
Significant Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q3 2021
334 filings reported holding MORN - Morningstar, Inc. - Common Stock, no par value as of Q3 2021.
Morningstar, Inc. - Common Stock, no par value (MORN) has 312 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 22,464,870 shares
of 41,737,780 outstanding shares and own 53.82% of the company stock.
Largest 10 shareholders include Select Equity Group, L.P. (4,162,240 shares), VANGUARD GROUP INC (2,267,899 shares), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (1,237,233 shares), BAMCO INC /NY/ (1,209,419 shares), ATLANTA CAPITAL MANAGEMENT CO L L C (1,100,720 shares), BlackRock Inc. (1,040,270 shares), FMR LLC (923,732 shares), WASATCH ADVISORS INC (814,573 shares), Echo Street Capital Management LLC (550,749 shares), and JPMORGAN CHASE & CO (478,474 shares).
This table shows the top 312 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.