Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / Common Stock, no par value
-
Shares outstanding
-
41,737,780
-
Total 13F shares
-
25,364,429
-
Share change
-
+164,790
-
Total reported value
-
$7,820,995,050
-
Put/Call ratio
-
92%
-
Price per share
-
$308.37
-
Number of holders
-
384
-
Value change
-
+$58,710,906
-
Number of buys
-
184
-
Number of sells
-
137
Institutional Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q1 2024
As of 31 Mar 2024,
Morningstar, Inc. - Common Stock, no par value (MORN) was held by
384 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
25,364,429 shares.
The largest 10 holders included
Select Equity Group, L.P., VANGUARD GROUP INC, BlackRock Inc., MORGAN STANLEY, BANK OF AMERICA CORP /DE/, BAMCO INC /NY/, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, MASSACHUSETTS FINANCIAL SERVICES CO /MA/, WELLINGTON MANAGEMENT GROUP LLP, and STATE STREET CORP.
This page lists
383
institutional shareholders reporting positions in this security
for the Q1 2024 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.