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Morningstar Inc (NASDAQ:MORN)

75.27
Delayed Data
As of 11:27am ET
 -0.2838 / -0.38%
Today’s Change
67.74
Today|||52-Week Range
89.44
+2.32%
Year-to-Date
Institutional investors purchased a net $179.2 thousand shares of MORN during the quarter ended September 2016. This may signal that the smart money is gaining interest in this company as the 38.92% of shares outstanding that institutional investors hold is actually below the Financial Publishing/Services industry average.
Individual stakeholders79.18%
Mutual fund holders22.18%
Other institutional16.74%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

12/31/2016PALO CAPITAL, INC.  Bought 29.7 Thousand shares of Morningstar Inc
11/30/2016VANGUARD INVESTMENTS AUSTRALIA L...  Bought 2.3 Thousand shares of Morningstar Inc
12/31/2016COMMERCE INVESTMENT ADVISORS, IN...  Bought 1.6 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...7.77%3,343,318245,934,472-29,685-0.88%
BAMCO, Inc.3.63%1,561,284114,848,05100.00%
The Vanguard Group, Inc.3.05%1,314,43096,689,471+41,369+3.25%
Royce & Associates LP2.30%988,69672,728,47800.00%
JPMorgan Investment Management, I...1.99%855,57162,935,803+104,259+13.88%
BlackRock Fund Advisors1.57%677,89749,866,103+61,230+9.93%
Renaissance Technologies LLC1.44%618,10045,467,436+2,300+0.37%
Lazard Asset Management LLC1.02%438,48632,255,030+19,283+4.60%
Àshe Capital Management LP0.98%419,65630,869,895-246,444-37.00%
Epoch Investment Partners, Inc.0.93%398,85329,339,627-12,001-2.92%

Top 10 Mutual Funds Holding Morningstar Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Eaton Vance SMID Cap Portfolio4.68%2,017,227148,387,21800.00%
Baron Growth Fund2.79%1,202,97788,490,988+17,357+1.46%
JPMorgan Small Cap Equity Fund1.65%708,26752,100,121+63,578+9.86%
Royce Premier Fund1.38%595,50043,804,98000.00%
Vanguard Total Stock Market Index...0.91%391,78028,819,337+671+0.17%
Vanguard Small Cap Index Fund0.90%388,89128,606,822+7,997+2.10%
Royce Pennsylvania Mutual Fund0.57%245,09518,029,18800.00%
Vanguard Extended Market Index Fu...0.53%228,55416,812,432+9,869+4.51%
Vanguard Small Cap Growth Index F...0.50%213,99715,741,619-1,526-0.71%
Government Pension Fund - Global ...0.46%197,72214,544,430-11,095-5.31%