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

Q1 2020 13F Holders as of 31 Mar 2020

Type / Class
Equity / Common Stock, no par value
Shares outstanding
41,737,780
Total 13F shares
20,145,298
Share change
+116,751
Total reported value
$2,341,629,627
Put/Call ratio
30%
Price per share
$116.25
Number of holders
211
Value change
+$7,758,731
Number of buys
106
Number of sells
117

Institutional Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q1 2020

As of 31 Mar 2020, Morningstar, Inc. - Common Stock, no par value (MORN) was held by 211 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 20,145,298 shares. The largest 10 holders included VANGUARD GROUP INC, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, FMR LLC, ATLANTA CAPITAL MANAGEMENT CO L L C, BAMCO INC /NY/, BlackRock Inc., JPMORGAN CHASE & CO, RENAISSANCE TECHNOLOGIES LLC, ROYCE & ASSOCIATES LP, and Mawer Investment Management Ltd.. This page lists 211 institutional shareholders reporting positions in this security for the Q1 2020 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.