Q3 2024 13F Holders as of 9/30/2024
-
Type / Class
-
Equity / Common Stock, no par value
-
Shares outstanding
-
41.7M
-
Number of holders
-
407
-
Total 13F shares, excl. options
-
25.5M
-
Shares change
-
-324K
-
Total reported value, excl. options
-
$8.14B
-
Value change
-
-$90.4M
-
Put/Call ratio
-
0.28
-
Number of buys
-
208
-
Number of sells
-
-141
-
Price
-
$319.12
Significant Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q3 2024
446 filings reported holding MORN - Morningstar, Inc. - Common Stock, no par value as of Q3 2024.
Morningstar, Inc. - Common Stock, no par value (MORN) has 407 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 25.5M shares
of 41.7M outstanding shares and own 61.16% of the company stock.
Largest 10 shareholders include VANGUARD GROUP INC (2.75M shares), BlackRock, Inc. (2.58M shares), MORGAN STANLEY (2.08M shares), Select Equity Group, L.P. (1.76M shares), BANK OF AMERICA CORP /DE/ (1.56M shares), BAMCO INC /NY/ (1.31M shares), MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (1.2M shares), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (1.04M shares), WELLINGTON MANAGEMENT GROUP LLP (951K shares), and STATE STREET CORP (804K shares).
This table shows the top 407 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.