Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / Common Stock, no par value
-
Shares outstanding
-
41,737,780
-
Total 13F shares
-
21,446,458
-
Share change
-
+322,334
-
Total reported value
-
$4,826,995,628
-
Put/Call ratio
-
87%
-
Price per share
-
$225.04
-
Number of holders
-
304
-
Value change
-
+$70,135,696
-
Number of buys
-
136
-
Number of sells
-
140
Institutional Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q1 2021
As of 31 Mar 2021,
Morningstar, Inc. - Common Stock, no par value (MORN) was held by
304 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
21,446,458 shares.
The largest 10 holders included
Select Equity Group, L.P., VANGUARD GROUP INC, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, BAMCO INC /NY/, ATLANTA CAPITAL MANAGEMENT CO L L C, BlackRock Inc., WASATCH ADVISORS INC, FMR LLC, JPMORGAN CHASE & CO, and RENAISSANCE TECHNOLOGIES LLC.
This page lists
305
institutional shareholders reporting positions in this security
for the Q1 2021 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.