Morningstar, Inc. - Common Stock, no par value (MORN)

Q2 2024 13F Holders as of 6/30/2024

Type / Class
Equity / Common Stock, no par value
Shares outstanding
42.9M
Number of holders
390
Total shares
25.8M
Shares change
+424K
Total reported value, excl. options
$7.63B
Value change
+$125M
Put/Call ratio
1.42
Number of buys
177
Number of sells
-173
Price
$295.85

Significant Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q2 2024

filings reported holding MORN - Morningstar, Inc. - Common Stock, no par value as of Q2 2024.
Morningstar, Inc. - Common Stock, no par value (MORN) has 390 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 25.8M shares of 42.9M outstanding shares and own 60.12% of the company stock.
Largest 10 shareholders include VANGUARD GROUP INC (2.74M shares), BlackRock Inc. (2.54M shares), Select Equity Group, L.P. (2.43M shares), MORGAN STANLEY (2.02M shares), BANK OF AMERICA CORP /DE/ (1.53M shares), BAMCO INC /NY/ (1.31M shares), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (1.13M shares), MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (1.1M shares), WELLINGTON MANAGEMENT GROUP LLP (945K shares), and STATE STREET CORP (776K shares).
This table shows the top 390 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.