Q1 2021 13F Holders as of 3/31/2021
-
Type / Class
-
Equity / Common Stock, no par value
-
Shares outstanding
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42.9M
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Number of holders
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304
-
Total shares
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21.4M
-
Shares change
-
+322K
-
Total reported value, excl. options
-
$4.83B
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Value change
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+$70.1M
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Put/Call ratio
-
0.87
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Number of buys
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136
-
Number of sells
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-140
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Price
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$225.04
Significant Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q1 2021
309 filings reported holding MORN - Morningstar, Inc. - Common Stock, no par value as of Q1 2021.
Morningstar, Inc. - Common Stock, no par value (MORN) has 304 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 21.4M shares
of 42.9M outstanding shares and own 49.98% of the company stock.
Largest 10 shareholders include Select Equity Group, L.P. (3.07M shares), VANGUARD GROUP INC (2.35M shares), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (1.78M shares), BAMCO INC /NY/ (1.3M shares), ATLANTA CAPITAL MANAGEMENT CO L L C (1.12M shares), BlackRock Inc. (1.1M shares), WASATCH ADVISORS INC (837K shares), FMR LLC (769K shares), JPMORGAN CHASE & CO (597K shares), and RENAISSANCE TECHNOLOGIES LLC (506K shares).
This table shows the top 304 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.