Security key
617700109
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 25,722,094
- Total 13F value
- $8,660,809,281
- Share change
- -194,113
- Put/Call ratio
- 21%
- SEC-reported price per share
- $336.76
- Number of holders
- 448
- Value change
- -$60,621,264
- Number of buys
- 206
- Number of sells
- 172
- Shares outstanding
- 39,550,589
Holder snapshot
7 signals
Show 1 more signal
Security identity
1 source field
Report period
Q4 2024
Institutions
448
Top holders
10
MORN full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2025
Previous quarter: Q3 2024
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
VANGUARD GROUP INC
Disclosed value leader
VANGUARD GROUP INC
Comparable rows
15/15
Latest evidence
30 Sep 2024
13F
Lead comparable stake: 7%
Showing 1-6 of 15 holder rows.
Quick read
VANGUARD GROUP INC leads the comparable SEC ownership view at 7%.
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.
Comparable ownership
Top 5
VANGUARD GROUP INC
7%
BlackRock, Inc.
6.5%
MORGAN STANLEY
5.3%
Select Equity Group, L.P.
4.4%
BANK OF AMERICA CORP /DE/
3.9%
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 |
|---|---|---|---|---|---|
| VANGUARD GROUP INC |
13F
Company
|
7%
|
$878,222,389
2,752,013 shares
|
— | 30 Sep 2024 |
| BlackRock, Inc. |
13F
Company
|
6.5%
|
$822,327,303
2,576,859 shares
|
— | 30 Sep 2024 |
| MORGAN STANLEY |
13F
Company
|
5.3%
|
$662,664,398
2,076,534 shares
|
— | 30 Sep 2024 |
| Select Equity Group, L.P. |
13F
Company
|
4.4%
|
$561,434,517
1,759,321 shares
|
— | 30 Sep 2024 |
| BANK OF AMERICA CORP /DE/ |
13F
Company
|
3.9%
|
$496,738,236
1,556,588 shares
|
— | 30 Sep 2024 |
| BAMCO INC /NY/ |
13F
Company
|
3.3%
|
$416,639,243
1,305,588 shares
|
— | 30 Sep 2024 |
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 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
448
Shares
25,722,094
Rows available
448
| 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 2024 vs Q3 2024 Across Filers
Q3 2024 holders
408
Q4 2024 holders
448
Holder diff
40
| Investor | Q3 2024 Shares | Q4 2024 Shares | Share Diff | Share Chg % | Q3 2024 value | Q4 2024 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend