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Morningstar Inc (NASDAQ:MORN)

73.73
Delayed Data
As of May 26
 -0.06 / -0.08%
Today’s Change
67.74
Today|||52-Week Range
85.49
+0.23%
Year-to-Date
Institutional investors purchased a net $21.7 thousand shares of MORN during the quarter ended March 2017. This may signal that the smart money is gaining interest in this company as the 39.06% of the shares outstanding that institutional investors hold is among the lowest in the Financial Publishing/Services industry.
Individual stakeholders79.53%
Mutual fund holders22.11%
Other institutional16.95%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2017CHAMPLAIN INVESTMENT PARTNERS LL...  Bought 194.6 Thousand shares of Morningstar Inc
3/31/2017JPMORGAN INVESTMENT MANAGEMENT, ...  Bought 122.9 Thousand shares of Morningstar Inc
3/31/2017ARROWSTREET CAPITAL LP  Bought 92.1 Thousand shares of Morningstar Inc

Top 10 Owners of Morningstar Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Atlanta Capital Management Co. LL...7.57%3,246,559237,420,860-97,612-2.92%
BAMCO, Inc.3.58%1,534,231112,198,313-22,653-1.46%
The Vanguard Group, Inc.3.23%1,386,588101,401,180+43,580+3.24%
JPMorgan Investment Management, I...2.98%1,276,40793,343,644+122,880+10.65%
BlackRock Fund Advisors1.56%669,91248,990,665-28,272-4.05%
Royce & Associates LP1.54%661,60548,383,174-119,100-15.26%
Renaissance Technologies LLC1.37%586,20042,868,806-39,900-6.37%
Lazard Asset Management LLC1.05%451,79833,039,988-11,016-2.38%
Epoch Investment Partners, Inc.0.85%363,17426,558,915-2,363-0.65%
Kayne Anderson Rudnick Investment...0.76%324,60723,738,510+60,201+22.77%

Top 10 Mutual Funds Holding Morningstar Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Eaton Vance SMID Cap Portfolio4.70%2,017,227147,519,81100.00%
Baron Growth Fund2.80%1,201,01887,830,446-17,035-1.40%
JPMorgan Small Cap Equity Fund1.99%852,12162,315,609+5,203+0.61%
Vanguard Total Stock Market Index...0.96%413,33430,227,115+14,912+3.74%
Vanguard Small Cap Index Fund0.94%404,35029,570,116+2,572+0.64%
Royce Premier Fund0.94%404,00029,544,520-100,100-19.86%
Vanguard Extended Market Index Fu...0.57%244,85617,906,319+4,018+1.67%
Vanguard Small Cap Growth Index F...0.52%221,95916,231,862+2,373+1.08%
Government Pension Fund - Global ...0.47%199,52614,591,336+1,804+0.91%
JPMorgan Funds - US Smaller Compa...0.46%198,56414,520,985+15,199+8.29%