Morningstar Inc (NASDAQ:MORN)

75.27
Delayed Data
As of Apr 24
 -0.48 / -0.63%
Today’s Change
61.03
Today|||52-Week Range
78.51
+16.32%
Year-to-Date
Institutional investors purchased a net $832.0 thousand shares of MORN during the quarter ended December 2014. This may signal that the smart money is gaining interest in this company as the 40.61% of the shares outstanding that institutional investors hold is among the lowest in the Financial Publishing/Services industry.
Individual stakeholders77.50%
Mutual fund holders24.00%
Other institutional16.61%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2015QUOTIENT INVESTORS LLC  Bought 24.1 Thousand shares of Morningstar Inc
2/27/2015BLACKROCK FINANCIAL MANAGEMENT, ...  Bought 2.0 Thousand shares of Morningstar Inc
2/27/2015STATE STREET GLOBAL ADVISORS IRE...  Bought 137.00 shares of Morningstar Inc

Top 10 Owners of Morningstar Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Atlanta Capital Management Co. LL...10.13%4,492,327336,520,216-54,959-1.21%
Royce & Associates LLC3.98%1,763,593132,110,752-1,960-0.11%
BAMCO, Inc.3.68%1,630,497122,140,530-2,492-0.15%
Àshe Capital Management LLC2.77%1,229,44492,097,650+1,229,444--
The Vanguard Group, Inc.2.74%1,213,20590,881,187+11,546+0.96%
JPMorgan Investment Management, I...1.47%653,35148,942,523+57,393+9.63%
BlackRock Fund Advisors1.40%618,64746,342,847-16,613-2.62%
Managed Account Advisors LLC0.96%425,12431,846,039+16,113+3.94%
T. Rowe Price Associates, Inc.0.95%420,79431,521,679-131,600-23.82%
Renaissance Technologies LLC0.94%416,27331,183,010-16,727-3.86%

Top 10 Mutual Funds Holding Morningstar Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Eaton Vance SMID Cap Portfolio6.41%2,843,529213,008,75700.00%
Baron Growth Fund2.74%1,215,85991,079,998+89,294+7.93%
Royce Premier Fund2.59%1,147,50085,959,22500.00%
JPMorgan Small Cap Equity Fund1.17%518,45138,837,164+11,290+2.23%
Royce Pennsylvania Mutual Fund1.00%442,40033,140,18400.00%
Vanguard Total Stock Market Index...0.83%366,99227,491,371+3,891+1.07%
Vanguard Small Cap Index Fund0.82%363,98227,265,892+6,827+1.91%
T Rowe Price New Horizons Fund0.75%330,31724,744,046-111,300-25.20%
Janus Perkins Small Cap Value Fun...0.57%251,72318,856,570+41,134+19.53%
Vanguard Small Cap Growth Index F...0.53%234,38417,557,705+1,266+0.54%

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