Security key
617700109
Morningstar, Inc. - Common Stock, no par value (MORN)
CUSIP: 617700109
Q4 2023 13F Holders as of 31 Dec 2023
- Security type / class
- Equity / Common Stock, no par value
- Total 13F shares
- 25,204,241
- Total 13F value
- $7,214,146,799
- Share change
- -1,170,553
- Put/Call ratio
- 210%
- SEC-reported price per share
- $286.24
- Number of holders
- 352
- Value change
- -$325,303,734
- Number of buys
- 151
- Number of sells
- 150
- Shares outstanding
- 37,524,895
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
Q4 2023
Institutions
352
Top holders
10
MORN full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 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, 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
15/15
Latest evidence
30 Sep 2023
13F
Lead comparable stake: 9.6%
Showing 1-6 of 15 holder rows.
Quick read
Select Equity Group, L.P. leads the comparable SEC ownership view at 9.6%.
15 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.
Comparable ownership
Top 5
Select Equity Group, L.P.
9.6%
VANGUARD GROUP INC
6.8%
BlackRock Finance, Inc.
6.3%
MORGAN STANLEY
5.2%
BAMCO INC /NY/
3.5%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
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
|
9.6%
|
$843,008,210
3,598,908 shares
|
— | 30 Sep 2023 |
| VANGUARD GROUP INC |
13F
Company
|
6.8%
|
$597,981,458
2,552,858 shares
|
— | 30 Sep 2023 |
| BlackRock Finance, Inc. |
13F
Company
|
6.3%
|
$556,368,118
2,375,205 shares
|
— | 30 Sep 2023 |
| MORGAN STANLEY |
13F
Company
|
5.2%
|
$458,481,104
1,957,310 shares
|
— | 30 Sep 2023 |
| BAMCO INC /NY/ |
13F
Company
|
3.5%
|
$310,744,658
1,326,608 shares
|
— | 30 Sep 2023 |
| BANK OF AMERICA CORP /DE/ |
13F
Company
|
3.4%
|
$299,722,809
1,279,554 shares
|
— | 30 Sep 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 Q4 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
352
Shares
25,204,241
Rows available
352
| 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 Q4 2023 vs Q3 2023 Across Filers
Q3 2023 holders
321
Q4 2023 holders
352
Holder diff
31
| Investor | Q3 2023 Shares | Q4 2023 Shares | Share Diff | Share Chg % | Q3 2023 value | Q4 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend