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

Q4 2019 13F Holders as of 31 Dec 2019

Type / Class
Equity / Common Stock, no par value
Shares outstanding
41,737,780
Total 13F shares
20,063,390
Share change
+328,922
Total reported value
$3,034,666,228
Put/Call ratio
24%
Price per share
$151.31
Number of holders
234
Value change
+$50,153,672
Number of buys
99
Number of sells
114

Institutional Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q4 2019

As of 31 Dec 2019, Morningstar, Inc. - Common Stock, no par value (MORN) was held by 234 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 20,063,390 shares. The largest 10 holders included FMR LLC, VANGUARD GROUP INC, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, ATLANTA CAPITAL MANAGEMENT CO L L C, BAMCO INC /NY/, BlackRock Inc., JPMORGAN CHASE & CO, RENAISSANCE TECHNOLOGIES LLC, Mawer Investment Management Ltd., and ROYCE & ASSOCIATES LP. This page lists 235 institutional shareholders reporting positions in this security for the Q4 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.