Morningstar Inc (NASDAQ:MORN)

77.30
Delayed Data
As of May 29
 -0.04 / -0.05%
Today’s Change
61.03
Today|||52-Week Range
78.51
+19.46%
Year-to-Date
Institutional investors purchased a net $100.6 thousand shares of MORN during the quarter ended March 2015. This may signal that the smart money is gaining interest in this company as the 40.74% of the shares outstanding that institutional investors hold is among the lowest in the Financial Publishing/Services industry.
Individual stakeholders77.57%
Mutual fund holders24.67%
Other institutional16.08%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2015FIL INVESTMENTS INTERNATIONAL  Bought 261.8 Thousand shares of Morningstar Inc
3/31/2015TAMRO CAPITAL PARTNERS LLC  Bought 211.2 Thousand shares of Morningstar Inc
3/31/2015PERKINS INVESTMENT MANAGEMENT LL...  Bought 66.3 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...9.89%4,387,021332,931,024-105,306-2.34%
Royce & Associates LLC3.76%1,666,008126,433,347-97,585-5.53%
BAMCO, Inc.3.67%1,628,176123,562,277-2,321-0.14%
The Vanguard Group, Inc.2.87%1,271,92896,526,616+58,723+4.84%
Àshe Capital Management LLC2.83%1,254,33495,191,407+24,890+2.02%
JPMorgan Investment Management, I...1.55%687,04652,139,921+33,695+5.16%
BlackRock Fund Advisors1.39%616,77746,807,207-1,870-0.30%
Epoch Investment Partners, Inc.1.06%467,78835,500,431+58,585+14.32%
Managed Account Advisors LLC0.92%408,34030,988,923-16,784-3.95%
Renaissance Technologies LLC0.88%388,60029,490,854-27,673-6.65%

Top 10 Mutual Funds Holding Morningstar Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Eaton Vance SMID Cap Portfolio6.41%2,843,529215,795,41600.00%
Baron Growth Fund2.74%1,215,85992,271,540+89,294+7.93%
Royce Premier Fund2.59%1,147,50087,083,77500.00%
JPMorgan Small Cap Equity Fund1.19%526,00239,918,292+7,551+1.46%
Vanguard Total Stock Market Index...0.83%368,14927,938,828-671-0.18%
Vanguard Small Cap Index Fund0.83%366,24127,794,029+2,259+0.62%
Royce Pennsylvania Mutual Fund0.79%349,39526,515,587-93,005-21.02%
T Rowe Price New Horizons Fund0.75%330,31725,067,757-111,300-25.20%
Janus Perkins Small Cap Value Fun...0.71%316,03323,983,744+64,310+25.55%
Vanguard Small Cap Growth Index F...0.54%241,12418,298,900+4,984+2.11%

To view my watchlist

Not a member yet?

Sign up now for a free account