Q1 2024 13F Holders as of 3/31/2024
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Type / Class
-
Equity / Common Stock, no par value
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Shares outstanding
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42.9M
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Number of holders
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384
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Total shares
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25.4M
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Shares change
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+165K
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Total reported value, excl. options
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$7.82B
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Value change
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+$58.7M
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Put/Call ratio
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0.92
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Number of buys
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184
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Number of sells
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-137
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Price
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$308.37
Significant Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q1 2024
1 filings reported holding MORN - Morningstar, Inc. - Common Stock, no par value as of Q1 2024.
Morningstar, Inc. - Common Stock, no par value (MORN) has 384 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 25.4M shares
of 42.9M outstanding shares and own 59.11% of the company stock.
Largest 10 shareholders include Select Equity Group, L.P. (2.59M shares), VANGUARD GROUP INC (2.58M shares), BlackRock Inc. (2.45M shares), MORGAN STANLEY (1.94M shares), BANK OF AMERICA CORP /DE/ (1.7M shares), BAMCO INC /NY/ (1.31M shares), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (1.23M shares), MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (1.09M shares), WELLINGTON MANAGEMENT GROUP LLP (790K shares), and STATE STREET CORP (771K shares).
This table shows the top 384 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.