Morningstar Inc. (MORN)

Hedge Fund Holdings
Filing Period:
Last update:
No. Hedge Fund Shares Value (x$1000) Activity % Port
1.
Select Equity Group

Robert Joseph Caruso

3,636,995 $935,107,785 +19% 3.19%
2. 475,570 $122,274 -7% 0.15%
3. 446,257 $114,737 +60% 0.88%
4. 325,869 $83,784 -3% 0.57%
5. 235,012 $60,424 3.22%
Insider Trading: Purchases See All
Insider Price Amount Relationship Remaining Holdings Date Form 4
$151.39 5 Director 5,876 2020-05-01 Filing
$159.56 5 Director 5,871 2020-02-03 Filing
$162.15 5 Director 5,866 2019-11-01 Filing
$152.69 5 Director 5,861 2019-08-01 Filing
$143.14 2 Director 5,856 2019-05-01 Filing
Insider Trading: Sales See All
Insider Price Amount Relationship Remaining Holdings Date Form 4
$276.31 63 Large Shareholder, Officer, Director 13,583,486 2021-09-17 Filing
$275.37 2,883 Large Shareholder, Officer, Director 13,583,549 2021-09-17 Filing
$277.77 1,435 Large Shareholder, Officer, Director 13,586,432 2021-09-16 Filing
$277.04 3,582 Large Shareholder, Officer, Director 13,587,867 2021-09-16 Filing
$276.29 1,787 Large Shareholder, Officer, Director 13,591,449 2021-09-16 Filing
Institutional Investors' Holdings
Filing Period:
No. Name Shares Value (x$1000) % Port
1. 41,005 $10,542,796 0%
2. 5,642 $1,450,615 0%
3. 2,364,436 $607,920 0.01%
4. 1,356,976 $348,894 0.85%
5. 1,215,209 $312,442 0.71%
News See All