- Type / Class
- Equity / Common Stock
- Shares outstanding
- 39,550,589
- Total 13F shares
- 23,139,913
- Share change
- +528,532
- Total reported value
- $7,912,593,355
- Put/Call ratio
- 210%
- Price per share
- $341.99
- Number of holders
- 337
- Value change
- +$189,902,705
- Number of buys
- 145
- Number of sells
- 159
Quarterly Holders Quick Answers
What is CUSIP 617700109?
CUSIP 617700109 identifies MORN - Morningstar, Inc. - Common Stock in SEC institutional holdings data.
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- Latest 13F filings for newly reported positions across managers.
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Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 617700109:
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 by the holder's primary source 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 |
|---|---|---|---|---|---|---|---|---|
| Select Equity Group, L.P. |
13F
|
Company |
11%
|
4,162,240
|
$1,078,145,027 | — | 30 Sep 2021 | |
| VANGUARD GROUP INC |
13F
|
Company |
5.7%
|
2,267,899
|
$587,454,000 | — | 30 Sep 2021 | |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
13F
|
Company |
3.1%
|
1,237,233
|
$320,482,000 | — | 30 Sep 2021 | |
| BAMCO INC /NY/ |
13F
|
Company |
3.1%
|
1,209,419
|
$313,276,000 | — | 30 Sep 2021 | |
| ATLANTA CAPITAL MANAGEMENT CO L L C |
13F
|
Company |
2.8%
|
1,100,720
|
$285,120,000 | — | 30 Sep 2021 | |
| BlackRock Finance, Inc. |
13F
|
Company |
2.6%
|
1,040,270
|
$269,461,000 | — | 30 Sep 2021 | |
| FMR LLC |
13F
|
Company |
2.3%
|
923,732
|
$239,274,000 | — | 30 Sep 2021 | |
| WASATCH ADVISORS LP |
13F
|
Company |
2.1%
|
814,573
|
$210,999,000 | — | 30 Sep 2021 | |
| Echo Street Capital Management LLC |
13F
|
Company |
1.4%
|
550,749
|
$142,661,000 | — | 30 Sep 2021 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
1.2%
|
478,474
|
$123,938,000 | — | 30 Sep 2021 | |
| Artisan Partners Limited Partnership |
13F
|
Company |
1.2%
|
460,144
|
$119,191,000 | — | 30 Sep 2021 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
1.1%
|
450,170
|
$116,608,000 | — | 30 Sep 2021 | |
| Pendal Group Ltd |
13F
|
Company |
1.1%
|
446,844
|
$115,746,000 | — | 30 Sep 2021 | |
| STATE STREET CORP |
13F
|
Company |
0.89%
|
353,824
|
$91,651,000 | — | 30 Sep 2021 | |
| ROYCE & ASSOCIATES LP |
13F
|
Company |
0.86%
|
339,750
|
$88,005,000 | — | 30 Sep 2021 | |
| Invesco Ltd. |
13F
|
Company |
0.82%
|
324,585
|
$84,078,000 | — | 30 Sep 2021 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.81%
|
319,525
|
$82,767,000 | — | 30 Sep 2021 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.8%
|
314,998
|
$81,600,000 | — | 30 Sep 2021 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.78%
|
307,863
|
$79,745,000 | — | 30 Sep 2021 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.63%
|
250,931
|
$64,999,000 | — | 30 Sep 2021 | |
| Praesidium Investment Management Company, LLC |
13F
|
Company |
0.62%
|
243,867
|
$63,169,000 | — | 30 Sep 2021 | |
| NORGES BANK |
13F
|
Company |
0.58%
|
227,903
|
$59,034,000 | — | 30 Sep 2021 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.55%
|
219,052
|
$56,741,000 | — | 30 Sep 2021 | |
| AMERICAN CAPITAL MANAGEMENT INC |
13F
|
Company |
0.47%
|
184,809
|
$47,871,000 | — | 30 Sep 2021 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
0.37%
|
144,959
|
$37,548,000 | — | 30 Sep 2021 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.36%
|
143,561
|
$37,186,000 | — | 30 Sep 2021 | |
| LAZARD ASSET MANAGEMENT LLC |
13F
|
Company |
0.35%
|
140,269
|
$36,333,000 | — | 30 Sep 2021 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
0.34%
|
135,396
|
$35,072,000 | — | 30 Sep 2021 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.34%
|
133,821
|
$34,664,000 | — | 30 Sep 2021 | |
| PELHAM GLOBAL FINANCIALS LTD |
13F
|
Company |
0.32%
|
127,326
|
$32,981,000 | — | 30 Sep 2021 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.32%
|
125,805
|
$32,588,000 | — | 30 Sep 2021 | |
| Chicago Capital, LLC |
13F
|
Company |
0.3%
|
120,565
|
$31,230,000 | — | 30 Sep 2021 | |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC |
13F
|
Company |
0.3%
|
117,524
|
$30,442,000 | — | 30 Sep 2021 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.29%
|
114,973
|
$29,782,000 | — | 30 Sep 2021 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.28%
|
112,471
|
$29,133,000 | — | 30 Sep 2021 | |
| MORGAN STANLEY |
13F
|
Company |
0.26%
|
102,987
|
$26,677,000 | — | 30 Sep 2021 | |
| PARNASSUS INVESTMENTS, LLC |
13F
|
Company |
0.23%
|
92,446
|
$23,946,000 | — | 30 Sep 2021 | |
| EATON VANCE MANAGEMENT |
13F
|
Company |
0.21%
|
84,146
|
$21,770,000 | — | 30 Sep 2021 | |
| Regal Partners Ltd |
13F
|
Company |
0.2%
|
77,897
|
$20,178,000 | — | 30 Sep 2021 | |
| CONFLUENCE INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.19%
|
76,669
|
$19,859,000 | — | 30 Sep 2021 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.19%
|
74,728
|
$19,404,000 | — | 30 Sep 2021 | |
| Mawer Investment Management Ltd. |
13F
|
Company |
0.17%
|
68,907
|
$17,849,000 | — | 30 Sep 2021 | |
| CRAMER ROSENTHAL MCGLYNN LLC |
13F
|
Company |
0.17%
|
68,346
|
$17,704,000 | — | 30 Sep 2021 | |
| LMR Partners LLP |
13F
|
Company |
0.17%
|
68,168
|
$17,658,000 | — | 30 Sep 2021 | |
| Copeland Capital Management, LLC |
13F
|
Company |
0.16%
|
63,267
|
$16,388,000 | — | 30 Sep 2021 | |
| TCW GROUP INC |
13F
|
Company |
0.16%
|
62,449
|
$16,176,000 | — | 30 Sep 2021 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.16%
|
62,186
|
$16,108,000 | — | 30 Sep 2021 | |
| Northern Right Capital Management, L.P. |
13F
|
Company |
0.15%
|
61,108
|
$15,829,000 | — | 30 Sep 2021 | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
13F
|
Company |
0.13%
|
53,069
|
$13,746,000 | — | 30 Sep 2021 | |
| Swiss National Bank |
13F
|
Company |
0.13%
|
52,200
|
$13,521,000 | — | 30 Sep 2021 |
Institutional Holders of Morningstar, Inc. - Common Stock (MORN) as of Q4 2021
As of 31 Dec 2021,
Morningstar, Inc. - Common Stock (MORN) was held by
337 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
23,139,913 shares.
The largest 10 holders included
Select Equity Group, L.P., VANGUARD GROUP INC, BAMCO INC /NY/, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, BlackRock Inc., ATLANTA CAPITAL MANAGEMENT CO L L C, FMR LLC, WASATCH ADVISORS INC, JPMORGAN CHASE & CO, and Echo Street Capital Management LLC.
This page lists
338
institutional shareholders reporting positions in this security
for the Q4 2021 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2021 vs Q3 2021 Across Filers
Q3 2021 holders
312
Q4 2021 holders
337
Holder diff
25
| Investor | Q3 2021 Shares | Q4 2021 Shares | Share Diff | Share Chg % | Q3 2021 Value $ | Q4 2021 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.