Morningstar, Inc. - Common Stock, no par value (MORN)

Q4 2021 13F Holders as of 31 Dec 2021

Type / Class
Equity / Common Stock, no par value
Shares outstanding
41,737,780
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

Institutional Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q4 2021

As of 31 Dec 2021, Morningstar, Inc. - Common Stock, no par value (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 337 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
* 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.