Q1 2020 13F Holders as of 3/31/2020
-
Type / Class
-
Equity / Common Stock, no par value
-
Shares outstanding
-
42.9M
-
Number of holders
-
211
-
Total shares
-
20.1M
-
Shares change
-
+117K
-
Total reported value, excl. options
-
$2.34B
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Value change
-
+$7.76M
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Put/Call ratio
-
0.3
-
Number of buys
-
106
-
Number of sells
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-117
-
Price
-
$116.25
Significant Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q1 2020
214 filings reported holding MORN - Morningstar, Inc. - Common Stock, no par value as of Q1 2020.
Morningstar, Inc. - Common Stock, no par value (MORN) has 211 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 46.95% of the company stock.
Largest 10 shareholders include VANGUARD GROUP INC (1.94M shares), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (1.78M shares), FMR LLC (1.72M shares), ATLANTA CAPITAL MANAGEMENT CO L L C (1.59M shares), BAMCO INC /NY/ (1.36M shares), BlackRock Inc. (889K shares), JPMORGAN CHASE & CO (791K shares), RENAISSANCE TECHNOLOGIES LLC (718K shares), ROYCE & ASSOCIATES LP (516K shares), and Mawer Investment Management Ltd. (510K shares).
This table shows the top 211 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.