Morningstar Inc (NASDAQ:MORN)

Data as of Dec 26
 +0.02 / +0.03%
Today’s Change
Today|||52-Week Range
Relative to its peers, MORN does not have very much institutional sponsorship. The 38.49% of shares outstanding held by institutional investors is among the least of any stock in the Financial Publishing/Services industry.
Individual stakeholders77.39%
Mutual fund holders23.81%
Other institutional14.68%

Largest Quarterly Institutional

Latest Institutional Activity

9/30/2014PERKINS INVESTMENT MANAGEMENT LL...  Bought 232.5 Thousand shares of Morningstar Inc
9/30/2014JPMORGAN INVESTMENT MANAGEMENT, ...  Bought 77.3 Thousand shares of Morningstar Inc
9/30/2014EPOCH INVESTMENT PARTNERS, INC.  Bought 44.0 Thousand shares of Morningstar Inc

Top 10 Owners of Morningstar Inc

Total value ($)Shares
bought / sold
Atlanta Capital Management Co. LL...10.20%4,547,286303,485,868+37,553+0.83%
Royce & Associates LLC3.96%1,765,553117,833,007+3,200+0.18%
BAMCO, Inc.3.66%1,632,989108,985,686-18,392-1.11%
The Vanguard Group, Inc.2.70%1,201,65980,198,722-6,320-0.52%
BlackRock Fund Advisors1.43%635,26042,397,252-18,899-2.89%
JPMorgan Investment Management, I...1.34%595,95839,774,237+77,310+14.91%
T. Rowe Price Associates, Inc.1.24%552,39436,866,776-252,650-31.38%
Renaissance Technologies LLC0.97%433,00028,898,420+26,962+6.64%
Epoch Investment Partners, Inc.0.92%410,53227,398,906+43,965+11.99%
Managed Account Advisors LLC0.92%409,01127,297,394-1,111-0.27%

Top 10 Mutual Funds Holding Morningstar Inc

Mutual fundStakeShares
Total value ($)Shares
bought / sold
Eaton Vance SMID Cap Portfolio6.38%2,843,529189,777,12500.00%
Royce Premier Fund2.57%1,147,50076,584,150-24,000-2.05%
Baron Growth Fund2.57%1,144,33076,372,584-17,068-1.47%
JPMorgan Small Cap Equity Fund1.04%465,01331,034,968+19,700+4.42%
Royce Pennsylvania Mutual Fund0.99%442,40029,525,77600.00%
T Rowe Price New Horizons Fund0.99%441,61729,473,519-157,200-26.25%
Vanguard Small Cap Index Fund0.79%353,38823,585,115+1,992+0.57%
Vanguard Total Stock Market Index...0.78%347,01923,160,048+5,016+1.47%
Vanguard Small Cap Growth Index F...0.53%234,39115,643,255-824-0.35%
Janus Perkins Small Cap Value Fun...0.47%210,58914,054,710+210,589--

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