Morningstar Inc (NASDAQ:MORN)

66.74
Data as of Nov 28
 -0.24 / -0.36%
Today’s Change
61.03
Today|||52-Week Range
84.05
-14.53%
Year-to-Date
Relative to its peers, MORN does not have very much institutional sponsorship. The 38.53% 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 holders25.14%
Other institutional13.40%

Largest Quarterly Institutional
Transactions

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

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Atlanta Capital Management Co. LL...10.20%4,547,286310,352,270+37,553+0.83%
Royce & Associates LLC3.96%1,765,553120,498,992+3,200+0.18%
BAMCO, Inc.3.66%1,632,989111,451,499-18,392-1.11%
The Vanguard Group, Inc.2.70%1,201,65982,013,227-6,320-0.52%
BlackRock Fund Advisors1.43%635,26043,356,495-18,899-2.89%
JPMorgan Investment Management, I...1.34%595,95840,674,134+77,310+14.91%
T. Rowe Price Associates, Inc.1.24%552,39437,700,891-252,650-31.38%
Renaissance Technologies LLC0.97%433,00029,552,250+26,962+6.64%
Epoch Investment Partners, Inc.0.92%410,53228,018,809+43,965+11.99%
Managed Account Advisors LLC0.92%409,01127,915,001-1,111-0.27%

Top 10 Mutual Funds Holding Morningstar Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Eaton Vance SMID Cap Portfolio6.38%2,843,529194,070,854+124,924+4.60%
Royce Premier Fund2.57%1,147,50078,316,875-24,000-2.05%
Baron Growth Fund2.57%1,144,33078,100,523-17,068-1.47%
Buffalo Small Cap Fund1.65%736,10050,238,825-132,050-15.21%
JPMorgan Small Cap Equity Fund1.00%445,31330,392,612+23,900+5.67%
Royce Pennsylvania Mutual Fund0.99%442,40030,193,80000.00%
T Rowe Price New Horizons Fund0.99%441,61730,140,360-157,200-26.25%
Vanguard Small Cap Index Fund0.78%349,03723,821,775+1,381+0.40%
Vanguard Total Stock Market Index...0.76%339,21123,151,151+3,932+1.17%
Vanguard Small Cap Growth Index F...0.53%235,21516,053,424-1,003-0.42%

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