Q3 2018 13F Holders as of 9/30/2018
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Type / Class
-
Equity / Common Stock, no par value
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Shares outstanding
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42.9M
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Number of holders
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226
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Total shares
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17.6M
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Shares change
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+410K
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Total reported value, excl. options
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$2.21B
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Value change
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+$50.7M
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Put/Call ratio
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0.76
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Number of buys
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116
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Number of sells
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-84
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Price
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$125.90
Significant Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q3 2018
234 filings reported holding MORN - Morningstar, Inc. - Common Stock, no par value as of Q3 2018.
Morningstar, Inc. - Common Stock, no par value (MORN) has 226 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 17.6M shares
of 42.9M outstanding shares and own 40.96% of the company stock.
Largest 10 shareholders include ATLANTA CAPITAL MANAGEMENT CO L L C (2.26M shares), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (1.75M shares), Vanguard Group Inc (1.64M shares), BAMCO INC /NY/ (1.46M shares), BlackRock Inc. (795K shares), FMR LLC (781K shares), RENAISSANCE TECHNOLOGIES LLC (644K shares), JPMORGAN CHASE & CO (587K shares), ROYCE & ASSOCIATES LP (556K shares), and NEW YORK STATE COMMON RETIREMENT FUND (484K shares).
This table shows the top 226 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.