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Morningstar Inc (NASDAQ:MORN)

81.19
Delayed Data
As of Jul 01
 -0.59 / -0.72%
Today’s Change
74.78
Today|||52-Week Range
89.44
+0.97%
Year-to-Date
Institutional investors purchased a net $202.8 thousand shares of MORN during the quarter ended March 2016. This may signal that the smart money is gaining interest in this company as the 39.31% of shares outstanding that institutional investors hold is actually below the Financial Publishing/Services industry average.
Individual stakeholders79.85%
Mutual fund holders21.61%
Other institutional17.70%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2016LORD, ABBETT & CO. LLC  Bought 352.8 Thousand shares of Morningstar Inc
3/31/2016EPOCH INVESTMENT PARTNERS, INC.  Bought 137.6 Thousand shares of Morningstar Inc
3/31/2016MARTINGALE ASSET MANAGEMENT LP  Bought 81.4 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...7.73%3,317,198280,071,027-38,530-1.15%
BAMCO, Inc.3.62%1,551,194130,967,309-85,780-5.24%
The Vanguard Group, Inc.3.08%1,321,898111,607,848+79,998+6.44%
Royce & Associates LP2.44%1,045,29688,254,341-144,300-12.13%
JPMorgan Investment Management, I...1.63%697,48458,888,574+56,818+8.87%
Àshe Capital Management LP1.55%666,10056,238,823-588,234-46.90%
BlackRock Fund Advisors1.45%621,37152,462,354-47,329-7.08%
Renaissance Technologies LLC1.37%586,30049,501,309+64,600+12.38%
Epoch Investment Partners, Inc.0.97%416,28135,146,605+137,607+49.38%
Lazard Asset Management LLC0.95%409,02834,534,234+22,244+5.75%

Top 10 Mutual Funds Holding Morningstar Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Eaton Vance SMID Cap Portfolio4.70%2,017,227170,314,47600.00%
Baron Growth Fund2.73%1,170,95398,863,562-58,372-4.75%
Royce Premier Fund1.48%636,70053,756,581-106,000-14.27%
JPMorgan Small Cap Equity Fund1.07%459,52038,797,274+10,251+2.28%
Vanguard Small Cap Index Fund0.96%411,69034,758,987+3,874+0.95%
Vanguard Total Stock Market Index...0.89%381,05632,172,558+9,230+2.48%
Royce Pennsylvania Mutual Fund0.61%260,49521,993,593-30,200-10.39%
Vanguard Small Cap Growth Index F...0.57%245,22120,704,009+858+0.35%
Vanguard Extended Market Index Fu...0.53%228,99719,334,217+2,448+1.08%
Government Pension Fund - Global ...0.46%197,72216,693,668-11,095-5.31%