Morningstar Inc (NASDAQ:MORN)

Data as of Jul 21
 0.00 / 0.00%
Today’s Change
Today|||52-Week Range
Relative to its peers, MORN does not have very much institutional sponsorship. The 40.90% of shares outstanding held by institutional investors is among the least of any stock in the Financial Publishing/Services industry.
Individual stakeholders77.13%
Mutual fund holders25.54%
Other institutional15.37%

Largest Quarterly Institutional

Latest Institutional Activity

6/30/2014AMERICAN CAPITAL MANAGEMENT, INC...  Bought 6.1 Thousand shares of Morningstar Inc
5/30/2014CREDIT SUISSE AG  Bought 886.00 shares of Morningstar Inc
6/30/2014COLORADO PUBLIC EMPLOYEES' RETIR...  Sold 54.00 shares of Morningstar Inc

Top 10 Owners of Morningstar Inc

Total value ($)Shares
bought / sold
Atlanta Capital Management Co. LL...9.49%4,246,617304,949,567-6,290-0.15%
Royce & Associates LLC3.94%1,762,653126,576,112-21,300-1.19%
BAMCO, Inc.3.71%1,657,919119,055,163-22,277-1.33%
The Vanguard Group, Inc.2.74%1,226,82088,097,944+23,186+1.93%
Kornitzer Capital Management, Inc...2.66%1,188,64485,356,526-2,098-0.18%
T. Rowe Price Associates, Inc.2.08%928,14466,650,021-2,000-0.22%
BlackRock Fund Advisors1.57%701,98750,409,686+19,819+2.91%
JPMorgan Investment Management, I...1.04%465,32833,415,204+4,134+0.90%
Managed Account Advisors LLC0.94%421,71830,283,570-2,896-0.68%
William Blair & Co. LLC (Investme...0.94%420,39830,188,780+40,605+10.69%

Top 10 Mutual Funds Holding Morningstar Inc

Mutual fundStakeShares
Total value ($)Shares
bought / sold
Eaton Vance SMID Cap Portfolio6.08%2,718,605195,223,025+109,632+4.20%
Royce Premier Fund2.62%1,171,50084,125,41500.00%
Baron Growth Fund2.60%1,161,39883,399,990-17,671-1.50%
Buffalo Small Cap Fund1.94%868,15062,341,85200.00%
T Rowe Price New Horizons Fund1.57%700,51750,304,126-200-0.03%
Royce Pennsylvania Mutual Fund0.99%442,40031,768,744-21,300-4.59%
JPMorgan Small Cap Equity Fund0.80%359,01325,780,724+17,500+5.12%
Vanguard Small Cap Index Fund0.78%347,65624,965,177-2,868-0.82%
Vanguard Total Stock Market Index...0.74%332,64623,887,309+891+0.27%
Vanguard Small Cap Growth Index F...0.56%251,66318,071,920-5,722-2.22%

To view my watchlist

Not a member yet?

Sign up now for a free account
Market indexes are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer Morningstar: © 2014 Morningstar, Inc. All Rights Reserved. Disclaimer The Dow Jones IndexesSM are proprietary to and distributed by Dow Jones & Company, Inc. and have been licensed for use. All content of the Dow Jones IndexesSM © 2014 is proprietary to Dow Jones & Company, Inc. Chicago Mercantile Association. The market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. FactSet Research Systems Inc. 2014. All rights reserved. Most stock quote data provided by BATS.