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Morningstar Inc (NASDAQ:MORN)

84.59
Delayed Data
As of Jul 26
 +0.06 / +0.07%
Today’s Change
74.78
Today|||52-Week Range
89.44
+5.20%
Year-to-Date
Institutional investors hold 38.97% of MORN's outstanding shares This is below the norm for stocks in the Financial Publishing/Services industry and implies that this is not a key holding for them.
Individual stakeholders89.23%
Mutual fund holders21.85%
Other institutional17.13%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

5/31/2016UBS (LUXEMBOURG) SA  Bought 3.3 Thousand shares of Morningstar Inc
5/31/2016COMMERCE INVESTMENT ADVISORS, IN...  Bought 1.6 Thousand shares of Morningstar Inc
6/30/2016AMUNDI SMITH BREEDEN LLC  Bought 710.00 shares of Morningstar Inc

Top 10 Owners of Morningstar Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Atlanta Capital Management Co. LL...7.73%3,317,198271,280,452-38,530-1.15%
BAMCO, Inc.3.62%1,551,194126,856,645-85,780-5.24%
The Vanguard Group, Inc.3.08%1,321,898108,104,818+79,998+6.44%
Royce & Associates LP2.44%1,045,29685,484,307-144,300-12.13%
JPMorgan Investment Management, I...1.63%697,48457,040,242+56,818+8.87%
Àshe Capital Management LP1.55%666,10054,473,658-588,234-46.90%
BlackRock Fund Advisors1.45%621,37150,815,720-47,329-7.08%
Renaissance Technologies LLC1.37%586,30047,947,614+64,600+12.38%
Epoch Investment Partners, Inc.0.97%416,28134,043,460+137,607+49.38%
Lazard Asset Management LLC0.95%409,02833,450,310+22,244+5.75%

Top 10 Mutual Funds Holding Morningstar Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Eaton Vance SMID Cap Portfolio4.70%2,017,227164,968,82400.00%
Baron Growth Fund2.76%1,185,62096,960,004+14,667+1.25%
Royce Premier Fund1.48%636,70052,069,326-106,000-14.27%
JPMorgan Small Cap Equity Fund1.13%483,14939,511,925+23,629+5.14%
Vanguard Total Stock Market Index...0.89%380,81831,143,296-238-0.06%
Vanguard Small Cap Index Fund0.83%356,36629,143,611-55,324-13.44%
Royce Pennsylvania Mutual Fund0.61%260,49521,303,281-30,200-10.39%
Lord Abbett Developing Growth Fun...0.59%252,42120,642,989+190,036+304.62%
Vanguard Small Cap Growth Index F...0.49%209,94317,169,139-35,278-14.39%
Vanguard Extended Market Index Fu...0.47%201,74416,498,624-27,253-11.90%