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

Q2 2020 13F Holders as of 30 Jun 2020

Type / Class
Equity / Common Stock, no par value
Shares outstanding
41,737,780
Total 13F shares
20,766,148
Share change
+613,613
Total reported value
$2,927,110,218
Put/Call ratio
59%
Price per share
$140.97
Number of holders
242
Value change
+$94,880,601
Number of buys
129
Number of sells
100

Institutional Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q2 2020

As of 30 Jun 2020, Morningstar, Inc. - Common Stock, no par value (MORN) was held by 242 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 20,766,148 shares. The largest 10 holders included VANGUARD GROUP INC, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, ATLANTA CAPITAL MANAGEMENT CO L L C, BAMCO INC /NY/, FMR LLC, BlackRock Inc., JPMORGAN CHASE & CO, RENAISSANCE TECHNOLOGIES LLC, WASATCH ADVISORS INC, and Mawer Investment Management Ltd.. This page lists 242 institutional shareholders reporting positions in this security for the Q2 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.