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Morningstar Inc (NASDAQ:MORN)

Delayed Data
As of 4:00pm ET
 +0.28 / +0.35%
Today’s Change
Today|||52-Week Range
Institutional investors purchased a net $62.7 thousand shares of MORN during the quarter ended March 2017. This may signal that the smart money is gaining interest in this company as the 38.99% of shares outstanding that institutional investors hold is actually below the Financial Publishing/Services industry average.
Individual stakeholders79.47%
Mutual fund holders22.32%
Other institutional16.68%

Largest Quarterly Institutional

Latest Institutional Activity

6/30/2017CONFLUENCE INVESTMENT MANAGEMENT...  Bought 26.5 Thousand shares of Morningstar Inc
5/31/2017VANGUARD INVESTMENTS AUSTRALIA L...  Bought 1.3 Thousand shares of Morningstar Inc
6/30/2017CTC MYCFO LLC  Bought 106.00 shares of Morningstar Inc

Top 10 Owners of Morningstar Inc

Total value ($)Shares
bought / sold
Atlanta Capital Management Co. LL...7.56%3,246,559254,335,432-97,612-2.92%
BAMCO, Inc.3.57%1,534,231120,191,657-22,653-1.46%
The Vanguard Group, Inc.3.23%1,386,588108,625,304+43,580+3.24%
JPMorgan Investment Management, I...2.97%1,276,40799,993,724+122,880+10.65%
BlackRock Fund Advisors1.56%669,91252,480,906-28,272-4.05%
Royce & Associates LP1.54%661,60551,830,136-119,100-15.26%
Renaissance Technologies LLC1.37%586,20045,922,908-39,900-6.37%
Lazard Asset Management LLC1.05%451,79835,393,855-11,016-2.38%
Epoch Investment Partners, Inc.0.85%363,17428,451,051-2,363-0.65%
Kayne Anderson Rudnick Investment...0.76%324,60725,429,712+60,201+22.77%

Top 10 Mutual Funds Holding Morningstar Inc

Mutual fundStakeShares
Total value ($)Shares
bought / sold
Eaton Vance SMID Cap Portfolio4.70%2,017,227158,029,56300.00%
Baron Growth Fund2.80%1,201,01894,087,750+1,201,018--
JPMorgan Small Cap Equity Fund1.99%852,12166,755,15900.00%
Vanguard Total Stock Market Index...0.97%415,09432,518,464+1,760+0.43%
Vanguard Small Cap Index Fund0.94%405,32231,752,925+972+0.24%
Royce Premier Fund0.94%404,00031,649,360+404,000--
Virtus KAR Small Cap Growth Fund0.59%252,42819,775,210+56,300+28.71%
Vanguard Extended Market Index Fu...0.57%246,49019,310,027+1,634+0.67%
Vanguard Small Cap Growth Index F...0.51%220,36817,263,629-1,591-0.72%
Government Pension Fund - Global ...0.47%199,52615,630,867+199,526--