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

Q3 2022 13F Holders as of 30 Sep 2022

Type / Class
Equity / Common Stock, no par value
Shares outstanding
39,550,589
Total 13F shares
23,510,526
Share change
+110,690
Total reported value
$4,992,196,822
Put/Call ratio
430%
Price per share
$212.32
Number of holders
308
Value change
+$14,983,083
Number of buys
135
Number of sells
153

Institutional Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q3 2022

As of 30 Sep 2022, Morningstar, Inc. - Common Stock, no par value (MORN) was held by 308 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 23,510,526 shares. The largest 10 holders included Select Equity Group, L.P., VANGUARD GROUP INC, BANK OF AMERICA CORP /DE/, BAMCO INC /NY/, BlackRock Inc., ATLANTA CAPITAL MANAGEMENT CO L L C, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, JPMORGAN CHASE & CO, WASATCH ADVISORS INC, and FMR LLC. This page lists 308 institutional shareholders reporting positions in this security for the Q3 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.