Q4 2023 13F Holders as of 12/31/2023
-
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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350
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Total shares
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23.2M
-
Shares change
-
-928K
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Total reported value, excl. options
-
$6.64B
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Value change
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-$256M
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Put/Call ratio
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2.1
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Number of buys
-
151
-
Number of sells
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-148
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Price
-
$286.24
Significant Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q4 2023
354 filings reported holding MORN - Morningstar, Inc. - Common Stock, no par value as of Q4 2023.
Morningstar, Inc. - Common Stock, no par value (MORN) has 350 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 23.2M shares
of 42.9M outstanding shares and own 54.06% of the company stock.
Largest 10 shareholders include Select Equity Group, L.P. (2.98M shares), VANGUARD GROUP INC (2.58M shares), BlackRock Inc. (2.39M shares), MORGAN STANLEY (1.94M shares), BAMCO INC /NY/ (1.32M shares), BANK OF AMERICA CORP /DE/ (1.29M shares), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (1.25M shares), MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (1.08M shares), STATE STREET CORP (742K shares), and PRICE T ROWE ASSOCIATES INC /MD/ (712K shares).
This table shows the top 350 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.