Morningstar Inc (NASDAQ:MORN)

117.69
Delayed Data
As of May 25
 -0.21 / -0.18%
Today’s Change
72.46
Today|||52-Week Range
118.26
+21.37%
Year-to-Date
Institutional investors purchased a net $128.7 thousand shares of MORN during the quarter ended March 2018. This may signal that the smart money is gaining interest in this company as the 38.92% of shares outstanding that institutional investors hold is actually below the Financial Publishing/Services industry average.
Individual stakeholders79.80%
Mutual fund holders23.52%
Other institutional15.40%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2018BNY MELLON ASSET MANAGEMENT NORT...  Bought 186.8 Thousand shares of Morningstar Inc
3/31/2018CHICAGO CAPITAL LLC  Bought 111.3 Thousand shares of Morningstar Inc
3/31/2018KAYNE ANDERSON RUDNICK INVESTMEN...  Bought 83.4 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...7.27%3,091,502335,675,287-37,098-1.19%
BAMCO, Inc.3.47%1,475,522160,212,179-28,849-1.92%
The Vanguard Group, Inc.3.36%1,428,313155,086,226+13,162+0.93%
Kayne Anderson Rudnick Investment...2.27%964,574104,733,445+83,358+9.46%
JPMorgan Investment Management, I...1.92%816,08588,610,509-33,280-3.92%
BlackRock Fund Advisors1.69%719,92078,168,914+4,277+0.60%
Royce & Associates LP1.40%594,39264,539,083-8,061-1.34%
Renaissance Technologies LLC1.28%545,90059,273,822-12,000-2.15%
Champlain Investment Partners LLC0.99%422,05545,826,732+38,425+10.02%
Dimensional Fund Advisors LP0.93%394,65842,851,966+23,656+6.38%

Top 10 Mutual Funds Holding Morningstar Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Eaton Vance SMID Cap Portfolio4.74%2,017,227219,030,50800.00%
Baron Growth Fund2.72%1,157,035125,630,860+6,164+0.54%
Virtus KAR Small Cap Growth Fund1.64%695,62875,531,28800.00%
JPMorgan Small Cap Equity Fund1.25%530,66157,619,17100.00%
Vanguard Total Stock Market Index...1.00%423,89346,026,302+1,200+0.28%
Vanguard Small Cap Index Fund0.96%407,54944,251,670+1,033+0.25%
Royce Premier Fund0.93%394,96842,885,62500.00%
Government Pension Fund - Global ...0.68%287,80131,249,433+88,275+44.24%
Vanguard Extended Market Index Fu...0.58%247,98326,925,994+1,682+0.68%
Vanguard Small Cap Growth Index F...0.55%233,19825,320,639+1,452+0.63%