Q3 2021 13F Holders as of 9/30/2021
-
Type / Class
-
Equity / Common Stock, no par value
-
Shares outstanding
-
42.9M
-
Number of holders
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313
-
Total shares
-
22.5M
-
Shares change
-
+550K
-
Total reported value, excl. options
-
$5.82B
-
Value change
-
+$143M
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Put/Call ratio
-
1.28
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Number of buys
-
131
-
Number of sells
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-130
-
Price
-
$259.03
Significant Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q3 2021
318 filings reported holding MORN - Morningstar, Inc. - Common Stock, no par value as of Q3 2021.
Morningstar, Inc. - Common Stock, no par value (MORN) has 313 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 22.5M shares
of 42.9M outstanding shares and own 52.38% of the company stock.
Largest 10 shareholders include Select Equity Group, L.P. (4.16M shares), VANGUARD GROUP INC (2.27M shares), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (1.24M shares), BAMCO INC /NY/ (1.21M shares), ATLANTA CAPITAL MANAGEMENT CO L L C (1.1M shares), BlackRock Inc. (1.04M shares), FMR LLC (924K shares), WASATCH ADVISORS INC (815K shares), Echo Street Capital Management LLC (551K shares), and JPMORGAN CHASE & CO (478K shares).
This table shows the top 313 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.