Morningstar Inc (NASDAQ:MORN)

Data as of Apr 17
 +0.72 / +0.96%
Today’s Change
Today|||52-Week Range
Institutional investors purchased a net $1.4 million shares of MORN during the quarter ended December 2013. This may signal that the smart money is gaining interest in this company as the 41.69% of the shares outstanding that institutional investors hold is among the lowest in the Financial Publishing/Services industry.
Individual stakeholders77.03%
Mutual fund holders25.52%
Other institutional16.18%

Largest Quarterly Institutional

Chart unavailable

Latest Institutional Activity

Top 10 Owners of Morningstar Inc

Total value ($)Shares
bought / sold
Atlanta Capital Management Co. LL...9.51%4,252,907336,064,711+224,844+5.58%
Royce & Associates LLC3.99%1,783,953140,967,966-49,000-2.67%
BAMCO, Inc.3.76%1,680,196132,769,088-12,974-0.77%
The Vanguard Group, Inc.2.69%1,203,63495,111,159+31,852+2.72%
Kornitzer Capital Management, Inc...2.66%1,190,74294,092,433-32,385-2.65%
T. Rowe Price Associates, Inc.2.08%930,14473,499,979-4,000-0.43%
BlackRock Fund Advisors1.53%682,16853,904,915-4,923-0.72%
TAMRO Capital Partners LLC1.03%462,78136,568,955-98,069-17.49%
JPMorgan Investment Management, I...1.03%461,19436,443,550+9,870+2.19%
Managed Account Advisors LLC0.95%424,61433,552,998-7,591-1.76%

Top 10 Mutual Funds Holding Morningstar Inc

Mutual fundStakeShares
Total value ($)Shares
bought / sold
Eaton Vance SMID Cap Portfolio5.84%2,608,973206,161,046+207,561+8.64%
Baron Growth Fund2.62%1,171,98192,609,939+18,310+1.59%
Royce Premier Fund2.62%1,171,50092,571,93000.00%
Buffalo Small Cap Fund1.94%868,15068,601,21300.00%
T Rowe Price New Horizons Fund1.57%700,71755,370,657-200-0.03%
Royce Pennsylvania Mutual Fund1.04%463,70036,641,574-32,600-6.57%
Vanguard Small Cap Index Fund0.78%348,74627,557,909+930+0.27%
JPMorgan Small Cap Equity Fund0.76%341,51326,986,35700.00%
Vanguard Total Stock Market Index...0.73%327,54625,882,685-352-0.11%
Vanguard Small Cap Growth Index F...0.59%263,65820,834,255+841+0.32%

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