Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / Common Stock, no par value
-
Shares outstanding
-
41,737,780
-
Total 13F shares
-
23,761,107
-
Share change
-
+1,781,797
-
Total reported value
-
$5,565,324,762
-
Put/Call ratio
-
155%
-
Price per share
-
$234.24
-
Number of holders
-
317
-
Value change
-
+$441,091,630
-
Number of buys
-
159
-
Number of sells
-
127
Institutional Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q3 2023
As of 30 Sep 2023,
Morningstar, Inc. - Common Stock, no par value (MORN) was held by
317 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
23,761,107 shares.
The largest 10 holders included
Select Equity Group, L.P., VANGUARD GROUP INC, BlackRock Inc., BAMCO INC /NY/, BANK OF AMERICA CORP /DE/, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, MASSACHUSETTS FINANCIAL SERVICES CO /MA/, STATE STREET CORP, PRICE T ROWE ASSOCIATES INC /MD/, and WASATCH ADVISORS LP.
This page lists
318
institutional shareholders reporting positions in this security
for the Q3 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.