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

Q1 2019 13F Holders as of 31 Mar 2019

Type / Class
Equity / Common Stock, no par value
Shares outstanding
41,737,780
Total 13F shares
18,540,782
Share change
+478,551
Total reported value
$2,334,544,826
Put/Call ratio
70%
Price per share
$125.99
Number of holders
232
Value change
+$61,670,266
Number of buys
112
Number of sells
103

Institutional Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q1 2019

As of 31 Mar 2019, Morningstar, Inc. - Common Stock, no par value (MORN) was held by 232 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 18,540,782 shares. The largest 10 holders included ATLANTA CAPITAL MANAGEMENT CO L L C, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, VANGUARD GROUP INC, FMR LLC, BAMCO INC /NY/, BlackRock Inc., RENAISSANCE TECHNOLOGIES LLC, JPMORGAN CHASE & CO, ROYCE & ASSOCIATES LP, and Mawer Investment Management Ltd.. This page lists 232 institutional shareholders reporting positions in this security for the Q1 2019 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.