Morningstar, Inc. - Common Stock, no par value (MORN)

Q2 2018 13F Holders as of 30 Jun 2018

Type / Class
Equity / Common Stock, no par value
Shares outstanding
41,737,780
Total 13F shares
17,145,840
Share change
+952,651
Total reported value
$2,198,474,935
Put/Call ratio
48%
Price per share
$128.25
Number of holders
192
Value change
+$124,128,648
Number of buys
92
Number of sells
82

Institutional Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q2 2018

As of 30 Jun 2018, Morningstar, Inc. - Common Stock, no par value (MORN) was held by 192 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 17,145,840 shares. The largest 10 holders included ATLANTA CAPITAL MANAGEMENT CO L L C, VANGUARD GROUP INC, BAMCO INC /NY/, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, BlackRock Inc., FMR LLC, JPMORGAN CHASE & CO, RENAISSANCE TECHNOLOGIES LLC, ROYCE & ASSOCIATES LP, and DIMENSIONAL FUND ADVISORS LP. This page lists 192 institutional shareholders reporting positions in this security for the Q2 2018 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.