Q4 2021 13F Holders as of 12/31/2021
-
Type / Class
-
Equity / Common Stock, no par value
-
Shares outstanding
-
42.9M
-
Number of holders
-
334
-
Total shares
-
23M
-
Shares change
-
+533K
-
Total reported value, excl. options
-
$7.86B
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Value change
-
+$191M
-
Put/Call ratio
-
2.1
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Number of buys
-
146
-
Number of sells
-
-158
-
Price
-
$341.99
Significant Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q4 2021
340 filings reported holding MORN - Morningstar, Inc. - Common Stock, no par value as of Q4 2021.
Morningstar, Inc. - Common Stock, no par value (MORN) has 334 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 23M shares
of 42.9M outstanding shares and own 53.6% of the company stock.
Largest 10 shareholders include Select Equity Group, L.P. (4.85M shares), VANGUARD GROUP INC (2.27M shares), BAMCO INC /NY/ (1.21M shares), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (1.2M shares), BlackRock Inc. (1.05M shares), ATLANTA CAPITAL MANAGEMENT CO L L C (1.02M shares), FMR LLC (869K shares), WASATCH ADVISORS INC (806K shares), JPMORGAN CHASE & CO (576K shares), and Echo Street Capital Management LLC (527K shares).
This table shows the top 334 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.