Morningstar, Inc. - Common Stock, no par value (MORN)

Q1 2022 13F Holders as of 31 Mar 2022

Type / Class
Equity / Common Stock, no par value
Shares outstanding
41,737,780
Total 13F shares
22,709,425
Share change
+149,071
Total reported value
$6,204,297,922
Put/Call ratio
562%
Price per share
$273.17
Number of holders
323
Value change
+$28,199,143
Number of buys
156
Number of sells
148

Institutional Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q1 2022

As of 31 Mar 2022, Morningstar, Inc. - Common Stock, no par value (MORN) was held by 323 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 22,709,425 shares. The largest 10 holders included Select Equity Group, L.P., VANGUARD GROUP INC, BANK OF AMERICA CORP /DE/, BAMCO INC /NY/, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, BlackRock Inc., ATLANTA CAPITAL MANAGEMENT CO L L C, FMR LLC, WASATCH ADVISORS INC, and Echo Street Capital Management LLC. This page lists 325 institutional shareholders reporting positions in this security for the Q1 2022 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.