Q1 2019 13F Holders as of 3/31/2019
-
Type / Class
-
Equity / Common Stock, no par value
-
Shares outstanding
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42.9M
-
Number of holders
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232
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Total shares
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18.5M
-
Shares change
-
+479K
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Total reported value, excl. options
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$2.33B
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Value change
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+$61.7M
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Put/Call ratio
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0.7
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Number of buys
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112
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Number of sells
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-103
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Price
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$125.99
Significant Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q1 2019
235 filings reported holding MORN - Morningstar, Inc. - Common Stock, no par value as of Q1 2019.
Morningstar, Inc. - Common Stock, no par value (MORN) has 232 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 18.5M shares
of 42.9M outstanding shares and own 43.21% of the company stock.
Largest 10 shareholders include ATLANTA CAPITAL MANAGEMENT CO L L C (1.89M shares), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (1.75M shares), VANGUARD GROUP INC (1.67M shares), FMR LLC (1.55M shares), BAMCO INC /NY/ (1.46M shares), BlackRock Inc. (816K shares), RENAISSANCE TECHNOLOGIES LLC (696K shares), JPMORGAN CHASE & CO (670K shares), ROYCE & ASSOCIATES LP (540K shares), and Mawer Investment Management Ltd. (387K shares).
This table shows the top 232 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.