Q1 2022 13F Holders as of 3/31/2022
-
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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323
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Total shares
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22.7M
-
Shares change
-
+149K
-
Total reported value, excl. options
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$6.2B
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Value change
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+$28.2M
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Put/Call ratio
-
5.62
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Number of buys
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156
-
Number of sells
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-148
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Price
-
$273.17
Significant Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q1 2022
328 filings reported holding MORN - Morningstar, Inc. - Common Stock, no par value as of Q1 2022.
Morningstar, Inc. - Common Stock, no par value (MORN) has 323 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 22.7M shares
of 42.9M outstanding shares and own 52.92% of the company stock.
Largest 10 shareholders include Select Equity Group, L.P. (4.14M shares), VANGUARD GROUP INC (2.4M shares), BANK OF AMERICA CORP /DE/ (1.35M shares), BAMCO INC /NY/ (1.17M shares), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (1.08M shares), BlackRock Inc. (1.07M shares), ATLANTA CAPITAL MANAGEMENT CO L L C (1.02M shares), FMR LLC (830K shares), WASATCH ADVISORS INC (779K shares), and Echo Street Capital Management LLC (496K shares).
This table shows the top 323 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.