What does CUSIP 617700109 represent in this 13F holders report?

CUSIP 617700109 is the security identifier for MORN - Morningstar, Inc. - Common Stock used to aggregate holder disclosures.

How many institutions held MORN - Morningstar, Inc. - Common Stock in Q4 2022?

316 institutional investors reported MORN - Morningstar, Inc. - Common Stock for Q4 2022. Use the holders table for investor-level position and value details.

Morningstar, Inc. - Common Stock (MORN)

CUSIP: 617700109

Q4 2022 13F Holders as of 31 Dec 2022

Type / Class: Equity / Common Stock
Shares outstanding: 39,550,589
Total 13F shares: 23,714,003
Share change: +1,305,140
Total reported value: $5,136,559,117
Put/Call ratio: 276%
Price per share: $216.59
Number of holders: 316
Value change: +$283,179,597
Number of buys: 145
Number of sells: 131

Security key

617700109

Report period

Q4 2022

Institutions

316

Top holders

MORN full security history Ownership snapshot Full 13F holder table Newer quarter: Q1 2023 Previous quarter: Q3 2022 Morningstar, Inc. SEC filings Morningstar, Inc. company facts

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

Reporting periods

Holder history for CUSIP 617700109

Newer quarter: Q1 2023 Previous quarter: Q3 2022

Recent filing periods:

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

Ownership snapshot

Top shareholders of MORN - Morningstar, Inc. - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Lead holder

Select Equity Group, L.P.

13D/G signal

—

Evidence rows

Latest as of

30 Sep 2022

13F Lead comparable stake: 10% Showing first 8 of 50 holder rows. Open remaining rows

Holder	Evidence	Ownership %	Position	12M Net Δ	As of
Select Equity Group, L.P.	13F Company 13F	10%	$850,345,000 4,005,018 shares	—	30 Sep 2022
VANGUARD GROUP INC	13F Company 13F	6.2%	$517,853,000 2,439,021 shares	—	30 Sep 2022
BANK OF AMERICA CORP /DE/	13F Company 13F	5.3%	$448,573,000 2,112,724 shares	—	30 Sep 2022
BAMCO INC /NY/	13F Company 13F	2.9%	$244,256,000 1,150,415 shares	—	30 Sep 2022
BlackRock Finance, Inc.	13F Company 13F	2.7%	$223,461,000 1,052,474 shares	—	30 Sep 2022
ATLANTA CAPITAL MANAGEMENT CO L L C	13F Company 13F	2.6%	$218,606,000 1,029,605 shares	—	30 Sep 2022
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	13F Company 13F	2.5%	$213,070,000 1,003,530 shares	—	30 Sep 2022
JPMORGAN CHASE & CO	13F Company 13F	2%	$168,863,000 795,328 shares	—	30 Sep 2022

Show 42 additional holder rows in the full holder list

Holder	Evidence	Ownership %	Position	12M Net Δ	As of
WASATCH ADVISORS LP	13F Company 13F	1.6%	$137,443,000 647,337 shares	—	30 Sep 2022
FMR LLC	13F Company 13F	1.5%	$127,210,000 599,142 shares	—	30 Sep 2022
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	13F Company 13F	1.2%	$103,097,000 485,572 shares	—	30 Sep 2022
MILLENNIUM MANAGEMENT LLC	13F Company 13F	1%	$87,547,000 412,335 shares	—	30 Sep 2022
STATE STREET CORP	13F Company 13F	0.98%	$82,443,000 388,294 shares	—	30 Sep 2022
RENAISSANCE TECHNOLOGIES LLC	13F Company 13F	0.93%	$78,361,000 369,070 shares	—	30 Sep 2022
Artisan Partners Limited Partnership	13F Company 13F	0.91%	$76,081,000 358,330 shares	—	30 Sep 2022
Pendal Group Ltd	13F Company 13F	0.89%	$74,478,000 350,782 shares	—	30 Sep 2022
GEODE CAPITAL MANAGEMENT, LLC	13F Company 13F	0.88%	$73,702,000 347,128 shares	—	30 Sep 2022
Invesco Ltd.	13F Company 13F	0.84%	$70,530,000 332,186 shares	—	30 Sep 2022
Praesidium Investment Management Company, LLC	13F Company 13F	0.83%	$69,489,000 327,284 shares	—	30 Sep 2022
DIMENSIONAL FUND ADVISORS LP	13F Company 13F	0.77%	$64,948,000 305,888 shares	—	30 Sep 2022
Bank of New York Mellon Corp	13F Company 13F	0.73%	$61,394,000 289,155 shares	—	30 Sep 2022
NORGES BANK	13F Company 13F	0.6%	$50,627,704 238,450 shares	—	30 Sep 2022
PRINCIPAL FINANCIAL GROUP INC	13F Company 13F	0.52%	$43,479,000 204,769 shares	—	30 Sep 2022
ROYCE & ASSOCIATES LP	13F Company 13F	0.48%	$40,560,000 191,031 shares	—	30 Sep 2022
AMERICAN CAPITAL MANAGEMENT INC	13F Company 13F	0.46%	$38,977,000 183,577 shares	—	30 Sep 2022
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	13F Company 13F	0.4%	$33,217,000 156,443 shares	—	30 Sep 2022
MORGAN STANLEY	13F Company 13F	0.39%	$32,970,000 155,285 shares	—	30 Sep 2022
LOOMIS SAYLES & CO L P	13F Company 13F	0.37%	$30,934,000 145,692 shares	—	30 Sep 2022
NORTHERN TRUST CORP	13F Company 13F	0.28%	$23,299,000 109,734 shares	—	30 Sep 2022
NEW YORK STATE COMMON RETIREMENT FUND	13F Company 13F	0.28%	$23,137,000 108,971 shares	—	30 Sep 2022
GOLDMAN SACHS GROUP INC	13F Company 13F	0.26%	$21,720,000 102,299 shares	—	30 Sep 2022
Allspring Global Investments Holdings, LLC	13F Company 13F	0.25%	$21,273,000 100,199 shares	—	30 Sep 2022
M&G INVESTMENT MANAGEMENT LTD	13F Company 13F	0.25%	$21,156,000 99,792 shares	—	30 Sep 2022
LAZARD ASSET MANAGEMENT LLC	13F Company 13F	0.25%	$20,685,000 97,424 shares	—	30 Sep 2022
Nuveen Asset Management, LLC	13F Company 13F	0.23%	$19,322,000 91,005 shares	—	30 Sep 2022
WELLS FARGO & COMPANY/MN	13F Company 13F	0.23%	$19,008,000 89,524 shares	—	30 Sep 2022
SEI INVESTMENTS CO	13F Company 13F	0.21%	$18,017,000 84,861 shares	—	30 Sep 2022
NORDEA INVESTMENT MANAGEMENT AB	13F Company 13F	0.2%	$17,194,000 80,198 shares	—	30 Sep 2022
EATON VANCE MANAGEMENT	13F Company 13F	0.2%	$16,721,000 78,754 shares	—	30 Sep 2022
CONFLUENCE INVESTMENT MANAGEMENT LLC	13F Company 13F	0.18%	$15,505,000 73,030 shares	—	30 Sep 2022
Chicago Capital, LLC	13F Company 13F	0.18%	$14,786,000 69,639 shares	—	30 Sep 2022
PARNASSUS INVESTMENTS, LLC	13F Company 13F	0.17%	$14,206,000 66,909 shares	—	30 Sep 2022
Copeland Capital Management, LLC	13F Company 13F	0.15%	$12,917,000 60,836 shares	—	30 Sep 2022
Swiss National Bank	13F Company 13F	0.15%	$12,909,000 60,800 shares	—	30 Sep 2022
TCW GROUP INC	13F Company 13F	0.15%	$12,624,000 59,461 shares	—	30 Sep 2022
NATIONAL BANK OF CANADA /FI/	13F Company 13F	0.15%	$12,575,000 59,193 shares	—	30 Sep 2022
CRAMER ROSENTHAL MCGLYNN LLC	13F Company 13F	0.14%	$11,989,000 56,465 shares	—	30 Sep 2022
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	13F Company 13F	0.13%	$11,308,000 53,259 shares	—	30 Sep 2022
PRUDENTIAL FINANCIAL INC	13F Company 13F	0.13%	$10,913,000 51,116 shares	—	30 Sep 2022
SEGALL BRYANT & HAMILL, LLC	13F Company 13F	0.13%	$10,652,000 50,167 shares	—	30 Sep 2022

How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q4 2022

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions

316

23,714,003

Rows loaded

318

Investor	Option	Weight %	Change %	Reported value	* Price	Shares	Share Change	Activity	Report Period

* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. An asterisk next to the price means the price is likely invalid.

Compare Q4 2022 vs Q3 2022 Across Filers

Q3 2022 holders

308

Q4 2022 holders

316

Holder diff

Investor	Q3 2022 Shares	Q4 2022 Shares	Share Diff	Share Chg %	Q3 2022 value	Q4 2022 value	Value change	Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend