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Morningstar Inc.

MORN

2 institutional investors and hedge funds own MORN, holding 440,892 shares worth $68.8M (latest 13F filings).

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Who owns Morningstar Inc. stock?

Institutional holders of MORN — largest position first.

Super Fund
Position
Shares
Curr. Value
Port. %
Activity
Kensico Capital ManagementEquity
284,100
$44,325,282
0.76%
+110.44%
Brookfield CorporationEquity
156,792
$24,462,688
0.03%
+100%

Ownership Statistics

Total Shares Held: 440,892
Total Value Reported: $68,787,970
Average Allocation per Portfolio 0.40%
Largest Single Portfolio Allocation: 0.76%
Largest Shareholder: Kensico Capital Management
Change in Total Shares Held (Q on Q): +305,892
Percentage Change in Shares Held (Q on Q): 226.59%
Number of Super Fund Holders: 2
Number of New Holders (Q on Q): 1
Number of Funds with Additions (Q on Q): 2
Number of Funds with Reductions (Q on Q): 0
Number of Funds Fully Divested (Q on Q): 0
Number of Funds with No Change (Q on Q): 0

Ownership Distribution

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Ownership History

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Company Profile

Fundamental Data