Q4 2019 13F Holders as of 12/31/2019
-
Type / Class
-
Equity / Common Stock, no par value
-
Shares outstanding
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42.9M
-
Number of holders
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234
-
Total shares
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20.1M
-
Shares change
-
+329K
-
Total reported value, excl. options
-
$3.03B
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Value change
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+$50.2M
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Put/Call ratio
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0.24
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Number of buys
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99
-
Number of sells
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-114
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Price
-
$151.31
Significant Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q4 2019
234 filings reported holding MORN - Morningstar, Inc. - Common Stock, no par value as of Q4 2019.
Morningstar, Inc. - Common Stock, no par value (MORN) has 234 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 20.1M shares
of 42.9M outstanding shares and own 46.75% of the company stock.
Largest 10 shareholders include FMR LLC (1.92M shares), VANGUARD GROUP INC (1.89M shares), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (1.76M shares), ATLANTA CAPITAL MANAGEMENT CO L L C (1.57M shares), BAMCO INC /NY/ (1.4M shares), BlackRock Inc. (908K shares), JPMORGAN CHASE & CO (714K shares), RENAISSANCE TECHNOLOGIES LLC (684K shares), Mawer Investment Management Ltd. (512K shares), and ROYCE & ASSOCIATES LP (510K shares).
This table shows the top 234 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.