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Morningstar Inc (NASDAQ:MORN)

83.66
Delayed Data
As of 10:43am ET
 +0.60 / +0.72%
Today’s Change
67.74
Today|||52-Week Range
84.67
+13.73%
Year-to-Date
Institutional investors purchased a net $237.3 thousand shares of MORN during the quarter ended June 2017. This may signal that the smart money is gaining interest in this company as the 38.82% of shares outstanding that institutional investors hold is actually below the Financial Publishing/Services industry average.
Individual stakeholders80.21%
Mutual fund holders22.96%
Other institutional15.86%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2017THE BOSTON COMPANY ASSET MANAGEM...  Bought 128.6 Thousand shares of Morningstar Inc
6/30/2017KAYNE ANDERSON RUDNICK INVESTMEN...  Bought 67.5 Thousand shares of Morningstar Inc
6/30/2017CHAMPLAIN INVESTMENT PARTNERS LL...  Bought 60.3 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...7.54%3,205,370265,084,099-41,189-1.27%
BAMCO, Inc.3.54%1,504,371124,411,482-29,860-1.95%
The Vanguard Group, Inc.3.28%1,392,952115,197,130+6,364+0.46%
JPMorgan Investment Management, I...2.88%1,223,171101,156,242-53,236-4.17%
BlackRock Fund Advisors1.66%704,87758,293,328+34,965+5.22%
Royce & Associates LP1.50%639,40552,878,794-22,200-3.36%
Renaissance Technologies LLC1.39%591,10048,883,970+4,900+0.84%
Kayne Anderson Rudnick Investment...0.92%392,09832,426,505+67,491+20.79%
Epoch Investment Partners, Inc.0.86%366,20730,285,319+3,033+0.84%
Champlain Investment Partners LLC0.82%349,62528,913,988+60,345+20.86%

Top 10 Mutual Funds Holding Morningstar Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Eaton Vance SMID Cap Portfolio4.74%2,017,227166,824,67300.00%
Baron Growth Fund2.75%1,167,98696,592,442-33,032-2.75%
JPMorgan Small Cap Equity Fund1.77%754,03162,358,364-98,090-11.51%
Vanguard Total Stock Market Index...0.98%417,69734,543,542+1,305+0.31%
Royce Premier Fund0.95%404,00033,410,80000.00%
Vanguard Small Cap Index Fund0.94%397,88232,904,841-352-0.09%
Virtus KAR Small Cap Growth Fund0.75%318,78226,363,271+66,354+26.29%
Vanguard Extended Market Index Fu...0.56%237,27719,622,808+6,854+2.97%
Vanguard Small Cap Growth Index F...0.52%220,52418,237,335+2,307+1.06%
Government Pension Fund - Global ...0.47%199,52616,500,800+199,526--