Morningstar Inc (NASDAQ:MORN)

67.92
Data as of Sep 17
 +0.045 / +0.07%
Today’s Change
66.30
Today|||52-Week Range
85.97
-13.02%
Year-to-Date
Institutional investors purchased a net $221.3 thousand shares of MORN during the quarter ended June 2014. This may signal that the smart money is gaining interest in this company as the 40.59% of the shares outstanding that institutional investors hold is among the lowest in the Financial Publishing/Services industry.
Individual stakeholders77.15%
Mutual fund holders25.11%
Other institutional15.48%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2014EPOCH INVESTMENT PARTNERS, INC.  Bought 366.6 Thousand shares of Morningstar Inc
6/30/2014ATLANTA CAPITAL MANAGEMENT CO. L...  Bought 263.1 Thousand shares of Morningstar Inc
6/30/2014RENAISSANCE TECHNOLOGIES LLC  Bought 60.2 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...10.08%4,509,733309,728,462+263,116+6.20%
Royce & Associates LLC3.94%1,762,353121,038,404-300-0.02%
BAMCO, Inc.3.69%1,651,381113,416,847-6,538-0.39%
The Vanguard Group, Inc.2.70%1,207,97982,963,998-18,841-1.54%
Kornitzer Capital Management, Inc...2.23%996,16968,416,887-192,475-16.19%
T. Rowe Price Associates, Inc.1.80%805,04455,290,422-123,100-13.26%
BlackRock Fund Advisors1.46%654,15944,927,640-47,828-6.81%
JPMorgan Investment Management, I...1.16%518,64835,620,745+53,320+11.46%
William Blair & Co. LLC (Investme...0.94%418,57728,747,868-1,821-0.43%
Managed Account Advisors LLC0.92%410,12228,167,179-11,596-2.75%

Top 10 Mutual Funds Holding Morningstar Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Eaton Vance SMID Cap Portfolio6.08%2,718,605186,713,791+109,632+4.20%
Royce Premier Fund2.62%1,171,50080,458,62000.00%
Baron Growth Fund2.60%1,161,39879,764,815-17,671-1.50%
Buffalo Small Cap Fund1.65%736,10050,555,348-132,050-15.21%
T Rowe Price New Horizons Fund1.57%700,51748,111,508-200-0.03%
Royce Pennsylvania Mutual Fund0.99%442,40030,384,03200.00%
JPMorgan Small Cap Equity Fund0.93%416,71328,619,849+42,900+11.48%
Vanguard Small Cap Index Fund0.78%349,03723,971,861+1,381+0.40%
Vanguard Total Stock Market Index...0.75%335,27923,026,962+2,633+0.79%
Vanguard Small Cap Growth Index F...0.54%242,32616,642,950-1,320-0.54%

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