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Morningstar Inc (NASDAQ:MORN)

77.96
Delayed Data
As of 4:00pm ET
 -0.21 / -0.27%
Today’s Change
67.74
Today|||52-Week Range
89.44
+5.98%
Year-to-Date
Institutional investors purchased a net $109.6 thousand shares of MORN during the quarter ended December 2016. This may signal that the smart money is gaining interest in this company as the 38.97% of the shares outstanding that institutional investors hold is among the lowest in the Financial Publishing/Services industry.
Individual stakeholders79.47%
Mutual fund holders22.43%
Other institutional16.55%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

12/31/2016JPMORGAN INVESTMENT MANAGEMENT, ...  Bought 298.0 Thousand shares of Morningstar Inc
12/31/2016BOSTON TRUST INVESTMENT MANAGEME...  Bought 198.9 Thousand shares of Morningstar Inc
12/31/2016JOHNSON INVESTMENT COUNSEL, INC.  Bought 135.2 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...7.80%3,344,171268,302,839+853+0.03%
BAMCO, Inc.3.63%1,556,884124,908,803-4,400-0.28%
The Vanguard Group, Inc.3.13%1,343,008107,749,532+28,578+2.17%
JPMorgan Investment Management, I...2.69%1,153,52792,547,471+297,956+34.83%
Royce & Associates LP1.82%780,70562,635,962-207,991-21.04%
BlackRock Fund Advisors1.63%698,18456,015,302+20,287+2.99%
Renaissance Technologies LLC1.46%626,10050,232,003+8,000+1.29%
Lazard Asset Management LLC1.08%462,81437,131,567+24,328+5.55%
Epoch Investment Partners, Inc.0.85%365,53729,327,034-33,316-8.35%
Managed Account Advisors LLC0.65%277,31122,248,662-14,323-4.91%

Top 10 Mutual Funds Holding Morningstar Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Eaton Vance SMID Cap Portfolio4.70%2,017,227161,842,12200.00%
Baron Growth Fund2.84%1,218,05397,724,392+15,076+1.25%
JPMorgan Small Cap Equity Fund1.93%828,36566,459,724+16,760+2.07%
Royce Premier Fund1.18%504,10040,443,943-91,400-15.35%
Vanguard Total Stock Market Index...0.92%392,36331,479,283+583+0.15%
Vanguard Small Cap Index Fund0.91%391,47531,408,039+2,584+0.66%
Vanguard Extended Market Index Fu...0.54%232,10818,622,025+3,554+1.55%
Vanguard Small Cap Growth Index F...0.50%216,01517,330,883+2,018+0.94%
Government Pension Fund - Global ...0.47%199,52616,007,971+1,804+0.91%
Virtus Small Cap Sustainable Grow...0.46%196,12815,735,349+57,300+41.27%