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Morningstar Inc (NASDAQ:MORN)

79.20
Delayed Data
As of 3:59pm ET
 +0.51 / +0.65%
Today’s Change
73.84
Today|||52-Week Range
89.44
-1.50%
Year-to-Date
Institutional investors purchased a net $70.9 thousand shares of MORN during the quarter ended June 2016. This may signal that the smart money is gaining interest in this company as the 38.63% of the shares outstanding that institutional investors hold is among the lowest in the Financial Publishing/Services industry.
Individual stakeholders79.57%
Mutual fund holders21.74%
Other institutional16.89%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2016FIRST TRUST ADVISORS LP  Bought 70.3 Thousand shares of Morningstar Inc
6/30/2016RUSSELL INVESTMENT MANAGEMENT LL...  Bought 65.6 Thousand shares of Morningstar Inc
6/30/2016ATLANTA CAPITAL MANAGEMENT CO. L...  Bought 55.8 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...7.83%3,373,003280,195,359+55,805+1.68%
BAMCO, Inc.3.63%1,561,284129,695,862+10,090+0.65%
The Vanguard Group, Inc.2.96%1,273,061105,753,177-48,837-3.69%
Royce & Associates LP2.30%988,69682,130,977-56,600-5.41%
JPMorgan Investment Management, I...1.75%751,31262,411,488+53,828+7.72%
Àshe Capital Management LP1.55%666,10055,332,92700.00%
BlackRock Fund Advisors1.43%616,66751,226,528-4,704-0.76%
Renaissance Technologies LLC1.43%615,80051,154,506+29,500+5.03%
Lazard Asset Management LLC0.97%419,20334,823,193+10,175+2.49%
Epoch Investment Partners, Inc.0.95%410,85434,129,642-5,427-1.30%

Top 10 Mutual Funds Holding Morningstar Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Eaton Vance SMID Cap Portfolio4.68%2,017,227167,571,04700.00%
Baron Growth Fund2.75%1,185,62098,489,453+14,667+1.25%
Royce Premier Fund1.38%595,50049,468,185-41,200-6.47%
JPMorgan Small Cap Equity Fund1.20%516,90342,939,13200.00%
Vanguard Total Stock Market Index...0.89%381,78631,714,963+968+0.25%
Vanguard Small Cap Index Fund0.85%365,68430,377,370+5,726+1.59%
Lord Abbett Developing Growth Fun...0.59%252,42120,968,612+190,036+304.62%
Royce Pennsylvania Mutual Fund0.57%245,09520,360,042-15,400-5.91%
Vanguard Extended Market Index Fu...0.51%217,61118,076,946+11,056+5.35%
Vanguard Small Cap Growth Index F...0.49%212,00817,611,505+2,156+1.03%