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Morningstar Inc (NASDAQ:MORN)

84.15
Delayed Data
As of May 27
 +0.58 / +0.69%
Today’s Change
74.78
Today|||52-Week Range
89.44
+4.65%
Year-to-Date
Institutional investors purchased a net $189.3 thousand shares of MORN during the quarter ended March 2016. This may signal that the smart money is gaining interest in this company as the 39.34% of shares outstanding that institutional investors hold is actually below the Financial Publishing/Services industry average.
Individual stakeholders79.79%
Mutual fund holders21.49%
Other institutional17.85%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2016LORD, ABBETT & CO. LLC  Bought 352.8 Thousand shares of Morningstar Inc
3/31/2016EPOCH INVESTMENT PARTNERS, INC.  Bought 137.6 Thousand shares of Morningstar Inc
3/31/2016MARTINGALE ASSET MANAGEMENT LP  Bought 81.4 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...7.73%3,317,198275,990,874-38,530-1.15%
BAMCO, Inc.3.62%1,551,194129,059,341-85,780-5.24%
The Vanguard Group, Inc.3.08%1,321,898109,981,914+79,998+6.44%
Royce & Associates LLC2.44%1,045,29686,968,627-144,300-12.13%
JPMorgan Investment Management, I...1.63%697,48458,030,669+56,818+8.87%
Àshe Capital Management LP1.55%666,10055,419,520-588,234-46.90%
BlackRock Fund Advisors1.45%621,37151,698,067-47,329-7.08%
Renaissance Technologies LLC1.37%586,30048,780,160+64,600+12.38%
Epoch Investment Partners, Inc.0.97%416,28134,634,579+137,607+49.38%
Lazard Asset Management LLC0.95%409,02834,031,130+22,244+5.75%

Top 10 Mutual Funds Holding Morningstar Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Eaton Vance SMID Cap Portfolio4.70%2,017,227167,833,28600.00%
Baron Growth Fund2.73%1,170,95397,423,290-58,372-4.75%
Royce Premier Fund1.48%636,70052,973,440-106,000-14.27%
JPMorgan Small Cap Equity Fund1.05%449,26937,379,181-24,915-5.25%
Vanguard Small Cap Index Fund0.95%407,81633,930,291+19,777+5.10%
Vanguard Total Stock Market Index...0.87%371,82630,935,923+21,893+6.26%
Royce Pennsylvania Mutual Fund0.61%260,49521,673,184-30,200-10.39%
Vanguard Small Cap Growth Index F...0.57%244,36320,331,002+10,188+4.35%
Vanguard Extended Market Index Fu...0.53%226,54918,848,877+7,921+3.62%
Government Pension Fund - Global ...0.46%197,72216,450,470-11,095-5.31%