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Morningstar Inc (NASDAQ:MORN)

Delayed Data
As of Oct 25
 -0.73 / -1.01%
Today’s Change
Today|||52-Week Range
Institutional investors purchased a net $82.3 thousand shares of MORN during the quarter ended June 2016. This may signal that the smart money is gaining interest in this company as the 38.64% of the shares outstanding that institutional investors hold is among the lowest in the Financial Publishing/Services industry.
Individual stakeholders79.57%
Mutual fund holders22.05%
Other institutional16.59%

Largest Quarterly Institutional

Latest Institutional Activity

8/31/2016UBS (LUXEMBOURG) SA  Bought 5.9 Thousand shares of Morningstar Inc
9/30/2016COMMERCE INVESTMENT ADVISORS, IN...  Bought 1.3 Thousand shares of Morningstar Inc
9/30/2016CUTLER GROUP LP  Bought 649.00 shares of Morningstar Inc

Top 10 Owners of Morningstar Inc

Total value ($)Shares
bought / sold
Atlanta Capital Management Co. LL...7.83%3,373,003267,377,948+55,805+1.68%
BAMCO, Inc.3.63%1,561,284123,762,983+10,090+0.65%
The Vanguard Group, Inc.2.96%1,273,061100,915,545-48,837-3.69%
Royce & Associates LP2.30%988,69678,373,932-56,600-5.41%
JPMorgan Investment Management, I...1.75%751,31259,556,502+53,828+7.72%
Àshe Capital Management LP1.55%666,10052,801,74700.00%
BlackRock Fund Advisors1.43%616,66748,883,193-4,704-0.76%
Renaissance Technologies LLC1.43%615,80048,814,466+29,500+5.03%
Lazard Asset Management LLC0.97%419,20333,230,222+10,175+2.49%
Epoch Investment Partners, Inc.0.95%410,85432,568,397-5,427-1.30%

Top 10 Mutual Funds Holding Morningstar Inc

Mutual fundStakeShares
Total value ($)Shares
bought / sold
Eaton Vance SMID Cap Portfolio4.68%2,017,227159,905,58400.00%
Baron Growth Fund2.75%1,185,62093,984,097+14,667+1.25%
Royce Premier Fund1.38%595,50047,205,285-41,200-6.47%
JPMorgan Small Cap Equity Fund1.20%516,90340,974,90100.00%
Vanguard Total Stock Market Index...0.89%381,78630,264,176+968+0.25%
Vanguard Small Cap Index Fund0.85%365,68428,987,771+5,726+1.59%
Lord Abbett Developing Growth Fun...0.59%252,42120,009,413+190,036+304.62%
Royce Pennsylvania Mutual Fund0.57%245,09519,428,681-15,400-5.91%
Vanguard Extended Market Index Fu...0.51%217,61117,250,024+11,056+5.35%
Vanguard Small Cap Growth Index F...0.49%212,00816,805,874+2,156+1.03%