Morningstar Inc (NASDAQ:MORN)

66.50
Data as of Jan 27
 -0.03 / -0.05%
Today’s Change
61.03
Today|||52-Week Range
84.05
+2.77%
Year-to-Date
Relative to its peers, MORN does not have very much institutional sponsorship. The 38.40% of shares outstanding held by institutional investors is among the least of any stock in the Financial Publishing/Services industry.
Individual stakeholders77.12%
Mutual fund holders23.53%
Other institutional14.87%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

12/31/2014QUOTIENT INVESTORS LLC  Bought 21.1 Thousand shares of Morningstar Inc
12/31/2014FIRST MANHATTAN CO.  Bought 1.3 Thousand shares of Morningstar Inc
12/31/2014CAPITAL ONE ASSET MANAGEMENT LLC  Bought 130.00 shares of Morningstar Inc

Top 10 Owners of Morningstar Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Atlanta Capital Management Co. LL...10.20%4,547,286294,254,877+37,553+0.83%
Royce & Associates LLC3.96%1,765,553114,248,935+3,200+0.18%
BAMCO, Inc.3.66%1,632,989105,670,718-18,392-1.11%
The Vanguard Group, Inc.2.70%1,201,65977,759,354-6,320-0.52%
BlackRock Fund Advisors1.43%635,26041,107,675-18,899-2.89%
JPMorgan Investment Management, I...1.34%595,95838,564,442+77,310+14.91%
T. Rowe Price Associates, Inc.1.24%552,39435,745,416-252,650-31.38%
Renaissance Technologies LLC0.97%433,00028,019,430+26,962+6.64%
Epoch Investment Partners, Inc.0.92%410,53226,565,526+43,965+11.99%
Managed Account Advisors LLC0.92%409,01126,467,102-1,111-0.27%

Top 10 Mutual Funds Holding Morningstar Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Eaton Vance SMID Cap Portfolio6.38%2,843,529184,004,76200.00%
Royce Premier Fund2.57%1,147,50074,254,72500.00%
Baron Growth Fund2.53%1,126,56572,900,021-17,765-1.55%
JPMorgan Small Cap Equity Fund1.04%465,01330,090,99100.00%
Royce Pennsylvania Mutual Fund0.99%442,40028,627,70400.00%
Vanguard Small Cap Index Fund0.79%353,38822,867,737+1,992+0.57%
Vanguard Total Stock Market Index...0.79%352,35022,800,569+5,331+1.54%
T Rowe Price New Horizons Fund0.74%330,31721,374,813-111,300-25.20%
Vanguard Small Cap Growth Index F...0.52%229,59914,857,351-4,792-2.04%
Janus Perkins Small Cap Value Fun...0.47%210,58913,627,214+210,589--

Most stock quote data provided by BATS. Market indices are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer.

Morningstar: © 2015 Morningstar, Inc. All Rights Reserved.

Factset: FactSet Research Systems Inc. 2015. All rights reserved.

Chicago Mercantile Association: Certain market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved.

Dow Jones: The Dow Jones branded indices are proprietary to and are calculated, distributed and marketed by DJI Opco, a subsidiary of S&P Dow Jones Indices LLC and have been licensed for use to S&P Opco, LLC and CNN. Standard & Poor's and S&P are registered trademarks of Standard & Poor’s Financial Services LLC and Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC. All content of the Dow Jones branded indices © S&P Dow Jones Indices LLC 2015 and/or its affiliates.