Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / Common Stock, no par value
-
Shares outstanding
-
41,737,780
-
Total 13F shares
-
22,237,350
-
Share change
-
-254,369
-
Total reported value
-
$4,514,653,474
-
Put/Call ratio
-
282%
-
Price per share
-
$203.03
-
Number of holders
-
298
-
Value change
-
-$54,036,336
-
Number of buys
-
138
-
Number of sells
-
144
Institutional Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q1 2023
As of 31 Mar 2023,
Morningstar, Inc. - Common Stock, no par value (MORN) was held by
298 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
22,237,350 shares.
The largest 10 holders included
Select Equity Group, L.P., VANGUARD GROUP INC, BANK OF AMERICA CORP /DE/, BAMCO INC /NY/, BlackRock Inc., KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, JPMORGAN CHASE & CO, MASSACHUSETTS FINANCIAL SERVICES CO /MA/, WASATCH ADVISORS LP, and FMR LLC.
This page lists
298
institutional shareholders reporting positions in this security
for the Q1 2023 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.