Q3 2020 13F Holders as of 9/30/2020
-
Type / Class
-
Equity / Common Stock, no par value
-
Shares outstanding
-
42.9M
-
Number of holders
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258
-
Total shares
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20.6M
-
Shares change
-
-235K
-
Total reported value, excl. options
-
$3.3B
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Value change
-
-$31.4M
-
Put/Call ratio
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0.39
-
Number of buys
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139
-
Number of sells
-
-95
-
Price
-
$160.61
Significant Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q3 2020
260 filings reported holding MORN - Morningstar, Inc. - Common Stock, no par value as of Q3 2020.
Morningstar, Inc. - Common Stock, no par value (MORN) has 258 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 20.6M shares
of 42.9M outstanding shares and own 47.9% of the company stock.
Largest 10 shareholders include VANGUARD GROUP INC (1.84M shares), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (1.81M shares), ATLANTA CAPITAL MANAGEMENT CO L L C (1.5M shares), BAMCO INC /NY/ (1.34M shares), FMR LLC (1.17M shares), BlackRock Inc. (1.03M shares), JPMORGAN CHASE & CO (828K shares), WASATCH ADVISORS INC (823K shares), RENAISSANCE TECHNOLOGIES LLC (724K shares), and Mawer Investment Management Ltd. (575K shares).
This table shows the top 258 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.