Q2 2021 13F Holders as of 6/30/2021
-
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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293
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Total shares
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21.9M
-
Shares change
-
+398K
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Total reported value, excl. options
-
$5.62B
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Value change
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+$105M
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Put/Call ratio
-
0.98
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Number of buys
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141
-
Number of sells
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-122
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Price
-
$257.11
Significant Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q2 2021
298 filings reported holding MORN - Morningstar, Inc. - Common Stock, no par value as of Q2 2021.
Morningstar, Inc. - Common Stock, no par value (MORN) has 293 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 21.9M shares
of 42.9M outstanding shares and own 50.95% of the company stock.
Largest 10 shareholders include Select Equity Group, L.P. (3.64M shares), VANGUARD GROUP INC (2.36M shares), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (1.36M shares), BAMCO INC /NY/ (1.22M shares), ATLANTA CAPITAL MANAGEMENT CO L L C (1.11M shares), BlackRock Inc. (1.05M shares), WASATCH ADVISORS INC (814K shares), FMR LLC (745K shares), JPMORGAN CHASE & CO (554K shares), and RENAISSANCE TECHNOLOGIES LLC (476K shares).
This table shows the top 293 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.