Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

Morningstar Inc (NASDAQ:MORN)

89.34
Delayed Data
As of Nov 17
 0.00 / 0.00%
Today’s Change
68.43
Today|||52-Week Range
89.64
+21.45%
Year-to-Date
Institutional investors purchased a net $143.6 thousand shares of MORN during the quarter ended September 2017. This may signal that the smart money is gaining interest in this company as the 39.20% of shares outstanding that institutional investors hold is actually below the Financial Publishing/Services industry average.
Individual stakeholders80.16%
Mutual fund holders22.81%
Other institutional16.39%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

9/30/2017KAYNE ANDERSON RUDNICK INVESTMEN...  Bought 320.8 Thousand shares of Morningstar Inc
9/30/2017MANAGED ACCOUNT ADVISORS LLC  Bought 151.4 Thousand shares of Morningstar Inc
9/30/2017FISHER ASSET MANAGEMENT LLC  Bought 37.9 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...7.47%3,176,556270,674,337-28,814-0.90%
BAMCO, Inc.3.54%1,504,371128,187,45300.00%
The Vanguard Group, Inc.3.26%1,387,932118,265,686+6,708+0.49%
JPMorgan Investment Management, I...2.26%961,02981,889,281-262,142-21.43%
Kayne Anderson Rudnick Investment...1.68%712,93360,749,021+320,835+81.83%
BlackRock Fund Advisors1.63%695,04559,224,784-9,832-1.39%
Royce & Associates LP1.48%629,85053,669,519-9,555-1.49%
Renaissance Technologies LLC1.34%568,80048,467,448-22,300-3.77%
Managed Account Advisors LLC0.95%402,05334,258,936+151,377+60.39%
Champlain Investment Partners LLC0.89%377,95532,205,546+28,330+8.10%

Top 10 Mutual Funds Holding Morningstar Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Eaton Vance SMID Cap Portfolio4.74%2,017,227171,887,91300.00%
Baron Growth Fund2.71%1,150,25398,013,058-17,733-1.52%
JPMorgan Small Cap Equity Fund1.65%699,63159,615,558-54,400-7.21%
Vanguard Total Stock Market Index...0.97%410,60334,987,482-8,349-1.99%
Royce Premier Fund0.95%404,00034,424,84000.00%
Vanguard Small Cap Index Fund0.93%393,93433,567,116-3,966-1.00%
Virtus KAR Small Cap Growth Fund0.75%318,78227,163,414+66,354+26.29%
Vanguard Extended Market Index Fu...0.57%242,52920,665,896+2,930+1.22%
Vanguard Small Cap Growth Index F...0.52%221,26018,853,565+647+0.29%
Government Pension Fund - Global ...0.47%199,52617,001,610+199,526--