Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

Morningstar Inc (NASDAQ:MORN)

75.49
Delayed Data
As of Feb 10
 -0.40 / -0.53%
Today’s Change
67.88
Today|||52-Week Range
86.88
-6.12%
Year-to-Date
Relative to its peers, MORN does not have very much institutional sponsorship. The 40.68% of shares outstanding held by institutional investors is among the least of any stock in the Financial Publishing/Services industry.
Individual stakeholders77.43%
Mutual fund holders22.77%
Other institutional17.91%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

12/31/2015ACADIAN ASSET MANAGEMENT LLC  Bought 96.1 Thousand shares of Morningstar Inc
12/31/2015RUSSELL INVESTMENT MANAGEMENT CO...  Bought 56.3 Thousand shares of Morningstar Inc
12/31/2015CONFLUENCE INVESTMENT MANAGEMENT...  Bought 27.5 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...9.84%4,350,051349,787,601+2,808+0.06%
Royce & Associates LLC3.49%1,544,698124,209,166-42,700-2.69%
BAMCO, Inc.3.46%1,529,558122,991,759-5,325-0.35%
Àshe Capital Management LP2.84%1,254,334100,860,99700.00%
The Vanguard Group, Inc.2.81%1,241,90099,861,179+23,199+1.90%
JPMorgan Investment Management, I...1.49%658,50852,950,628-40,300-5.77%
BlackRock Fund Advisors1.39%613,70549,348,019+3,192+0.52%
Epoch Investment Partners, Inc.0.99%435,62435,028,526-54,765-11.17%
Renaissance Technologies LLC0.96%422,20033,949,102+23,700+5.95%
Managed Account Advisors LLC0.84%371,18029,846,584-16,761-4.32%

Top 10 Mutual Funds Holding Morningstar Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Eaton Vance SMID Cap Portfolio6.39%2,824,466227,115,311-19,063-0.67%
Baron Growth Fund2.78%1,229,32598,850,023+103,609+9.20%
Royce Premier Fund1.68%742,70059,720,507-304,200-29.06%
JPMorgan Small Cap Equity Fund1.05%462,14037,160,677+1,566+0.34%
Vanguard Small Cap Index Fund0.81%356,28628,648,957+7,490+2.15%
Vanguard Total Stock Market Index...0.78%342,86827,570,016+1,210+0.35%
Royce Pennsylvania Mutual Fund0.66%290,69523,374,785-48,500-14.30%
Vanguard Small Cap Growth Index F...0.49%216,96317,445,995+2,947+1.38%
Government Pension Fund - Global ...0.47%208,81716,790,975+14,467+7.44%
Vanguard Extended Market Index Fu...0.45%199,28516,024,507+2,950+1.50%