Security key
617700109
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 26,327,074
- Total 13F value
- $6,166,377,862
- Share change
- +1,888,586
- Put/Call ratio
- 155%
- SEC-reported price per share
- $234.24
- Number of holders
- 321
- Value change
- +$466,215,648
- Number of buys
- 164
- Number of sells
- 130
- Shares outstanding
- 37,170,755
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
Q3 2023
Institutions
321
Top holders
10
MORN full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2026
Morningstar, Inc. SEC filings
Morningstar, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 617700109
Recent filing periods:
Ownership snapshot
Top reported holders 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.
Comparable stake leader
Select Equity Group, L.P.
Disclosed value leader
Select Equity Group, L.P.
Comparable rows
0/15
Latest evidence
30 Jun 2023
13F
Highest disclosed value: $772,051,898
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 $772.05M.
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.
$772.05M
VANGUARD GROUP INC
$485.78M
MORGAN STANLEY
$380.02M
BANK OF AMERICA CORP /DE/
$253.87M
KAYNE ANDERSON RUDNICK INVESTMENT...
$245.99M
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
|
$772,051,898
3,937,634 shares
|
— | 30 Jun 2023 |
| VANGUARD GROUP INC |
13F
Company
|
—
denominator unverified
|
$485,779,699
2,477,583 shares
|
— | 30 Jun 2023 |
| MORGAN STANLEY |
13F
Company
|
—
denominator unverified
|
$380,021,666
1,938,191 shares
|
— | 30 Jun 2023 |
| BANK OF AMERICA CORP /DE/ |
13F
Company
|
—
denominator unverified
|
$253,870,424
1,294,795 shares
|
— | 30 Jun 2023 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
13F
Company
|
—
denominator unverified
|
$245,989,386
1,254,599 shares
|
— | 30 Jun 2023 |
| BAMCO INC /NY/ |
13F
Company
|
—
denominator unverified
|
$240,855,721
1,228,417 shares
|
— | 30 Jun 2023 |
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 Q3 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
321
Shares
26,327,074
Rows available
321
| 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 Q3 2023 vs Q2 2023 Across Filers
Q2 2023 holders
292
Q3 2023 holders
321
Holder diff
29
| Investor | Q2 2023 Shares | Q3 2023 Shares | Share Diff | Share Chg % | Q2 2023 value | Q3 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend