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

Q4 2024 13F Holders as of 12/31/2024

Type / Class
Equity / Common Stock, no par value
Shares outstanding
42.9M
Number of holders
443
Total shares
25.7M
Shares change
+130K
Total reported value, excl. options
$8.66B
Value change
+$48.5M
Put/Call ratio
0.21
Number of buys
204
Number of sells
-172
Price
$336.76

Significant Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q4 2024

476 filings reported holding MORN - Morningstar, Inc. - Common Stock, no par value as of Q4 2024.
Morningstar, Inc. - Common Stock, no par value (MORN) has 443 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 25.7M shares of 42.9M outstanding shares and own 59.93% of the company stock.
Largest 10 shareholders include VANGUARD GROUP INC (2.8M shares), BlackRock, Inc. (2.67M shares), MORGAN STANLEY (2.06M shares), Select Equity Group, L.P. (1.37M shares), BAMCO INC /NY/ (1.31M shares), BANK OF AMERICA CORP /DE/ (1.3M shares), WELLINGTON MANAGEMENT GROUP LLP (1.08M shares), MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (1.02M shares), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (975K shares), and STATE STREET CORP (842K shares).
This table shows the top 443 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.