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

Q4 2018 13F Holders as of 31 Dec 2018

Type / Class
Equity / Common Stock, no par value
Shares outstanding
41,737,780
Total 13F shares
18,079,228
Share change
+462,281
Total reported value
$1,985,115,855
Put/Call ratio
565%
Price per share
$109.84
Number of holders
218
Value change
+$49,433,237
Number of buys
88
Number of sells
111

Institutional Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q4 2018

As of 31 Dec 2018, Morningstar, Inc. - Common Stock, no par value (MORN) was held by 218 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 18,079,228 shares. The largest 10 holders included ATLANTA CAPITAL MANAGEMENT CO L L C, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, Vanguard Group Inc, BAMCO INC /NY/, FMR LLC, BlackRock Inc., RENAISSANCE TECHNOLOGIES LLC, JPMORGAN CHASE & CO, ROYCE & ASSOCIATES LP, and NEW YORK STATE COMMON RETIREMENT FUND. This page lists 218 institutional shareholders reporting positions in this security for the Q4 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.