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

Q1 2022 13F Holders as of 31 Mar 2022

Type / Class
Equity / Common Stock, no par value
Shares outstanding
41,737,780
Total 13F shares
23,454,930
Share change
+305,180
Total reported value
$6,407,949,117
Put/Call ratio
562%
Price per share
$273.17
Number of holders
327
Value change
+$70,843,510
Number of buys
159
Number of sells
149

Institutional Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q1 2022

As of 31 Mar 2022, Morningstar, Inc. - Common Stock, no par value (MORN) was held by 327 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 23,454,930 shares. The largest 10 holders included Select Equity Group, L.P., VANGUARD GROUP INC, BANK OF AMERICA CORP /DE/, BAMCO INC /NY/, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, BlackRock Inc., ATLANTA CAPITAL MANAGEMENT CO L L C, FMR LLC, WASATCH ADVISORS INC, and JPMORGAN CHASE & CO. This page lists 327 institutional shareholders reporting positions in this security for the Q1 2022 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.