Q2 2023 13F Holders as of 6/30/2023
-
Type / Class
-
Equity / Common Stock, no par value
-
Shares outstanding
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42.9M
-
Number of holders
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288
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Total shares
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22M
-
Shares change
-
+2.09K
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Total reported value, excl. options
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$4.31B
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Value change
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-$6.85M
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Put/Call ratio
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0.55
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Number of buys
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139
-
Number of sells
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-127
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Price
-
$196.07
Significant Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q2 2023
292 filings reported holding MORN - Morningstar, Inc. - Common Stock, no par value as of Q2 2023.
Morningstar, Inc. - Common Stock, no par value (MORN) has 288 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 22M shares
of 42.9M outstanding shares and own 51.18% of the company stock.
Largest 10 shareholders include Select Equity Group, L.P. (3.94M shares), VANGUARD GROUP INC (2.48M shares), BANK OF AMERICA CORP /DE/ (1.29M shares), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (1.25M shares), BAMCO INC /NY/ (1.23M shares), BlackRock Inc. (1.15M shares), JPMORGAN CHASE & CO (773K shares), GOLDMAN SACHS GROUP INC (755K shares), MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (627K shares), and WASATCH ADVISORS LP (508K shares).
This table shows the top 288 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.