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Morningstar Inc (NASDAQ:MORN)

78.07
Delayed Data
As of Sep 02
 0.00 / 0.00%
Today’s Change
61.03
Today|||52-Week Range
86.88
+20.65%
Year-to-Date
Relative to its peers, MORN does not have very much institutional sponsorship. The 40.66% of shares outstanding held by institutional investors is among the least of any stock in the Financial Publishing/Services industry.
Individual stakeholders77.67%
Mutual fund holders23.94%
Other institutional16.72%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2015LAZARD ASSET MANAGEMENT LLC  Bought 230.4 Thousand shares of Morningstar Inc
6/30/2015NORTHERN TRUST INVESTMENTS, INC.  Bought 42.7 Thousand shares of Morningstar Inc
6/30/2015CONFLUENCE INVESTMENT MANAGEMENT...  Bought 36.4 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...9.82%4,347,243370,341,631-39,778-0.91%
Royce & Associates LLC3.59%1,587,398135,230,436-78,610-4.72%
BAMCO, Inc.3.47%1,534,883130,756,683-93,293-5.73%
The Vanguard Group, Inc.2.94%1,300,536110,792,662+28,608+2.25%
Àshe Capital Management LLC2.84%1,254,334106,856,71300.00%
JPMorgan Investment Management, I...1.58%698,80859,531,454+11,762+1.71%
BlackRock Fund Advisors1.38%610,51352,009,602-6,264-1.02%
Epoch Investment Partners, Inc.1.11%490,38941,776,239+22,601+4.83%
Renaissance Technologies LLC0.90%398,50033,948,215+9,900+2.55%
Managed Account Advisors LLC0.88%387,94133,048,694-20,399-5.00%

Top 10 Mutual Funds Holding Morningstar Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Eaton Vance SMID Cap Portfolio6.43%2,843,529242,240,23600.00%
Baron Growth Fund2.46%1,088,24692,707,677-127,613-10.50%
Royce Premier Fund2.41%1,068,30091,008,477-79,200-6.90%
JPMorgan Small Cap Equity Fund1.19%526,00244,810,11000.00%
Vanguard Small Cap Index Fund0.86%380,98432,456,027+2,556+0.68%
Vanguard Total Stock Market Index...0.83%365,00631,094,861-2,134-0.58%
Royce Pennsylvania Mutual Fund0.80%352,69530,046,087+3,300+0.94%
Janus Perkins Small Cap Value Fun...0.79%350,47129,856,624+34,438+10.90%
Vanguard Small Cap Growth Index F...0.56%247,55321,089,040+700+0.28%
Government Pension Fund - Global ...0.47%208,81717,789,120+14,467+7.44%