Morningstar Inc (NASDAQ:MORN)

Data as of 12:28pm ET
 +1.02 / +1.62%
Today’s Change
Today|||52-Week Range
Institutional investors purchased a net $238.1 thousand shares of MORN during the quarter ended June 2014. This may signal that the smart money is gaining interest in this company as the 40.47% of the shares outstanding that institutional investors hold is among the lowest in the Financial Publishing/Services industry.
Individual stakeholders77.15%
Mutual fund holders24.68%
Other institutional15.79%

Largest Quarterly Institutional

Latest Institutional Activity

9/30/2014AMERICAN CAPITAL MANAGEMENT, INC...  Bought 16.2 Thousand shares of Morningstar Inc
9/30/2014GO ETF SOLUTIONS LLP  Bought 4.3 Thousand shares of Morningstar Inc
9/30/2014CREATIVE PLANNING, INC.  Bought 112.00 shares of Morningstar Inc

Top 10 Owners of Morningstar Inc

Total value ($)Shares
bought / sold
Atlanta Capital Management Co. LL...10.08%4,509,733306,210,871+263,116+6.20%
Royce & Associates LLC3.94%1,762,353119,663,769-300-0.02%
BAMCO, Inc.3.69%1,651,381112,128,770-6,538-0.39%
The Vanguard Group, Inc.2.70%1,207,97982,021,774-18,841-1.54%
Kornitzer Capital Management, Inc...2.23%996,16967,639,875-192,475-16.19%
T. Rowe Price Associates, Inc.1.80%805,04454,662,488-123,100-13.26%
BlackRock Fund Advisors1.46%654,15944,417,396-47,828-6.81%
JPMorgan Investment Management, I...1.16%518,64835,216,199+53,320+11.46%
William Blair & Co. LLC (Investme...0.94%418,57728,421,378-1,821-0.43%
Managed Account Advisors LLC0.92%410,12227,847,284-11,596-2.75%

Top 10 Mutual Funds Holding Morningstar Inc

Mutual fundStakeShares
Total value ($)Shares
bought / sold
Eaton Vance SMID Cap Portfolio6.08%2,718,605184,593,280+109,632+4.20%
Royce Premier Fund2.57%1,147,50077,915,250-24,000-2.05%
Baron Growth Fund2.56%1,144,33077,700,007-17,068-1.47%
Buffalo Small Cap Fund1.65%736,10049,981,190-132,050-15.21%
T Rowe Price New Horizons Fund1.34%598,81740,659,674-101,700-14.52%
Royce Pennsylvania Mutual Fund0.99%442,40030,038,96000.00%
JPMorgan Small Cap Equity Fund0.94%421,41328,613,943+4,700+1.13%
Vanguard Small Cap Index Fund0.78%349,03723,699,612+1,381+0.40%
Vanguard Total Stock Market Index...0.75%335,27922,765,444+2,633+0.79%
Vanguard Small Cap Growth Index F...0.53%236,21816,039,202-5,394-2.23%

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