Morningstar Inc (NASDAQ:MORN)

68.28
Data as of Jul 21
 0.00 / 0.00%
Today’s Change
67.77
Today|||52-Week Range
85.97
-12.56%
Year-to-Date
Relative to its peers, MORN does not have very much institutional sponsorship. The 40.90% of shares outstanding held by institutional investors is among the least of any stock in the Financial Publishing/Services industry.
Individual stakeholders77.13%
Mutual fund holders25.54%
Other institutional15.37%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2014AMERICAN CAPITAL MANAGEMENT, INC...  Bought 6.1 Thousand shares of Morningstar Inc
5/30/2014CREDIT SUISSE AG  Bought 886.00 shares of Morningstar Inc
6/30/2014COLORADO PUBLIC EMPLOYEES' RETIR...  Sold 54.00 shares of Morningstar Inc

Top 10 Owners of Morningstar Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Atlanta Capital Management Co. LL...9.49%4,246,617304,949,567-6,290-0.15%
Royce & Associates LLC3.94%1,762,653126,576,112-21,300-1.19%
BAMCO, Inc.3.71%1,657,919119,055,163-22,277-1.33%
The Vanguard Group, Inc.2.74%1,226,82088,097,944+23,186+1.93%
Kornitzer Capital Management, Inc...2.66%1,188,64485,356,526-2,098-0.18%
T. Rowe Price Associates, Inc.2.08%928,14466,650,021-2,000-0.22%
BlackRock Fund Advisors1.57%701,98750,409,686+19,819+2.91%
JPMorgan Investment Management, I...1.04%465,32833,415,204+4,134+0.90%
Managed Account Advisors LLC0.94%421,71830,283,570-2,896-0.68%
William Blair & Co. LLC (Investme...0.94%420,39830,188,780+40,605+10.69%

Top 10 Mutual Funds Holding Morningstar Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Eaton Vance SMID Cap Portfolio6.08%2,718,605195,223,025+109,632+4.20%
Royce Premier Fund2.62%1,171,50084,125,41500.00%
Baron Growth Fund2.60%1,161,39883,399,990-17,671-1.50%
Buffalo Small Cap Fund1.94%868,15062,341,85200.00%
T Rowe Price New Horizons Fund1.57%700,51750,304,126-200-0.03%
Royce Pennsylvania Mutual Fund0.99%442,40031,768,744-21,300-4.59%
JPMorgan Small Cap Equity Fund0.80%359,01325,780,724+17,500+5.12%
Vanguard Small Cap Index Fund0.78%347,65624,965,177-2,868-0.82%
Vanguard Total Stock Market Index...0.74%332,64623,887,309+891+0.27%
Vanguard Small Cap Growth Index F...0.56%251,66318,071,920-5,722-2.22%

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