Security key
617700109
Morningstar, Inc. - Common Stock, no par value (MORN)
CUSIP: 617700109
Q1 2023 13F Holders as of 31 Mar 2023
- Security type / class
- Equity / Common Stock, no par value
- Total 13F shares
- 23,858,543
- Total 13F value
- $4,843,805,262
- Share change
- +147,576
- Put/Call ratio
- 282%
- SEC-reported price per share
- $203.03
- Number of holders
- 300
- Value change
- +$27,570,564
- Number of buys
- 139
- Number of sells
- 145
- Shares outstanding
- 37,067,155
Holder snapshot
7 signals
Open additional details 1 more signal available
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q1 2023
Institutions
300
Top holders
10
MORN full security history
Ownership snapshot
Full 13F holder table
Morningstar, Inc. SEC filings
Morningstar, Inc. company facts
Broader feeds
Ownership snapshot
Top reported holders of MORN - Morningstar, Inc. - Common Stock, no par value (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.
Comparable stake leader
Select Equity Group, L.P.
Disclosed value leader
Select Equity Group, L.P.
Comparable rows
0/15
Latest evidence
31 Dec 2022
13F
Highest disclosed value: $854,616,707
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
Select Equity Group, L.P. has the largest disclosed position value at $854.62M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Select Equity Group, L.P.'s linked filing trail.
Disclosed position value
Top 5
Select Equity Group, L.P.
$854.62M
VANGUARD GROUP INC
$535.98M
BANK OF AMERICA CORP /DE/
$504.88M
MORGAN STANLEY
$264.06M
BAMCO INC /NY/
$245.51M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Select Equity Group, L.P. |
13F
Company
|
—
denominator unverified
|
$854,616,707
3,945,781 shares
|
— | 31 Dec 2022 |
| VANGUARD GROUP INC |
13F
Company
|
—
denominator unverified
|
$535,980,761
2,474,633 shares
|
— | 31 Dec 2022 |
| BANK OF AMERICA CORP /DE/ |
13F
Company
|
—
denominator unverified
|
$504,882,762
2,331,053 shares
|
— | 31 Dec 2022 |
| MORGAN STANLEY |
13F
Company
|
—
denominator unverified
|
$264,061,266
1,219,174 shares
|
— | 31 Dec 2022 |
| BAMCO INC /NY/ |
13F
Company
|
—
denominator unverified
|
$245,508,880
1,133,519 shares
|
— | 31 Dec 2022 |
| BlackRock Finance, Inc. |
13F
Company
|
—
denominator unverified
|
$237,430,450
1,096,221 shares
|
— | 31 Dec 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 Q1 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
300
Shares
23,858,543
Rows available
300
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-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. The marker flags a reported price that did not pass the local price check.
Compare Q1 2023 vs Q1 2023 Across Filers
Q1 2023 holders
300
Q1 2023 holders
300
Holder diff
0
| Investor | Q1 2023 Shares | Q1 2023 Shares | Share Diff | Share Chg % | Q1 2023 value | Q1 2023 value | Value change | Value Chg % |
|---|