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Morningstar Inc (NASDAQ:MORN)

96.59
Delayed Data
As of 4:00pm ET
 -0.73 / -0.75%
Today’s Change
68.43
Today|||52-Week Range
99.11
-0.39%
Year-to-Date
Institutional investors purchased a net $146.8 thousand shares of MORN during the quarter ended September 2017. This may signal that the smart money is gaining interest in this company as the 39.18% of shares outstanding that institutional investors hold is actually below the Financial Publishing/Services industry average.
Individual stakeholders80.11%
Mutual fund holders23.26%
Other institutional15.93%

Largest Quarterly Institutional
Transactions

Chart unavailable

Latest Institutional Activity

Top 10 Owners of Morningstar Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Atlanta Capital Management Co. LL...7.47%3,176,556270,674,337-28,814-0.90%
BAMCO, Inc.3.54%1,504,371128,187,45300.00%
The Vanguard Group, Inc.3.26%1,387,932118,265,686+6,708+0.49%
JPMorgan Investment Management, I...2.26%961,02981,889,281-262,142-21.43%
Kayne Anderson Rudnick Investment...1.68%712,93360,749,021+320,835+81.83%
BlackRock Fund Advisors1.63%695,04559,224,784-9,832-1.39%
Royce & Associates LP1.48%629,85053,669,519-9,555-1.49%
Renaissance Technologies LLC1.34%568,80048,467,448-22,300-3.77%
Managed Account Advisors LLC0.95%402,05334,258,936+151,377+60.39%
Champlain Investment Partners LLC0.89%377,95532,205,546+28,330+8.10%

Top 10 Mutual Funds Holding Morningstar Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Eaton Vance SMID Cap Portfolio4.74%2,017,227171,887,91300.00%
Baron Growth Fund2.71%1,150,25398,013,058-17,733-1.52%
JPMorgan Small Cap Equity Fund1.52%645,07154,966,500-5,500-0.85%
Virtus KAR Small Cap Growth Fund1.35%575,59349,046,280+256,811+80.56%
Vanguard Total Stock Market Index...0.97%411,37635,053,349+773+0.19%
Royce Premier Fund0.95%404,00034,424,84000.00%
Vanguard Small Cap Index Fund0.93%396,10233,751,851+2,168+0.55%
Vanguard Extended Market Index Fu...0.57%243,84920,778,373+1,320+0.54%
Vanguard Small Cap Growth Index F...0.52%221,26018,853,565+647+0.29%
Government Pension Fund - Global ...0.47%199,52617,001,610+199,526--