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Morningstar Inc (NASDAQ:MORN)

81.40
Delayed Data
As of Feb 22
 +1.67 / +2.09%
Today’s Change
67.74
Today|||52-Week Range
89.44
+10.66%
Year-to-Date
Institutional investors purchased a net $175.8 thousand shares of MORN during the quarter ended September 2016. This may signal that the smart money is gaining interest in this company as the 38.80% of shares outstanding that institutional investors hold is actually below the Financial Publishing/Services industry average.
Individual stakeholders79.18%
Mutual fund holders21.99%
Other institutional16.81%

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...7.77%3,344,171254,658,622+853+0.03%
BAMCO, Inc.3.62%1,556,884118,556,717-4,400-0.28%
The Vanguard Group, Inc.3.12%1,343,008102,270,059+28,578+2.17%
JPMorgan Investment Management, I...2.68%1,153,52787,841,081+297,956+34.83%
Royce & Associates LP1.81%780,70559,450,686-207,991-21.04%
BlackRock Fund Advisors1.62%698,18453,166,712+20,287+2.99%
Renaissance Technologies LLC1.45%626,10047,677,515+8,000+1.29%
Lazard Asset Management LLC1.08%462,81435,243,286+24,328+5.55%
Epoch Investment Partners, Inc.0.85%365,53727,835,643-33,316-8.35%
Managed Account Advisors LLC0.64%277,31121,117,233-14,323-4.91%

Top 10 Mutual Funds Holding Morningstar Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Eaton Vance SMID Cap Portfolio4.68%2,017,227153,611,83600.00%
Baron Growth Fund2.83%1,218,05392,754,736+15,076+1.25%
JPMorgan Small Cap Equity Fund1.89%811,60561,803,721+103,338+14.59%
Royce Premier Fund1.17%504,10038,387,215-91,400-15.35%
Vanguard Total Stock Market Index...0.91%391,78029,834,047+671+0.17%
Vanguard Small Cap Index Fund0.90%388,89129,614,050+7,997+2.10%
Vanguard Extended Market Index Fu...0.53%228,55417,404,387+9,869+4.51%
Vanguard Small Cap Growth Index F...0.50%216,01516,449,542+2,018+0.94%
Government Pension Fund - Global ...0.46%197,72215,056,530-11,095-5.31%
VY Baron Growth Portfolio0.36%155,00011,803,250-2,000-1.27%