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

Q3 2020 13F Holders as of 30 Sep 2020

Type / Class
Equity / Common Stock, no par value
Shares outstanding
41,737,780
Total 13F shares
20,553,762
Share change
-234,503
Total reported value
$3,300,183,042
Put/Call ratio
39%
Price per share
$160.61
Number of holders
258
Value change
-$31,351,216
Number of buys
139
Number of sells
95

Institutional Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q3 2020

As of 30 Sep 2020, Morningstar, Inc. - Common Stock, no par value (MORN) was held by 258 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 20,553,762 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, WASATCH ADVISORS INC, RENAISSANCE TECHNOLOGIES LLC, and Mawer Investment Management Ltd.. This page lists 258 institutional shareholders reporting positions in this security for the Q3 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.