Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

Morningstar Inc (NASDAQ:MORN)

84.24
Delayed Data
As of Aug 03
 -0.95 / -1.12%
Today’s Change
61.03
Today|||52-Week Range
85.99
+30.18%
Year-to-Date
Institutional investors purchased a net $62.3 thousand shares of MORN during the quarter ended March 2015. This may signal that the smart money is gaining interest in this company as the 40.58% of the shares outstanding that institutional investors hold is among the lowest in the Financial Publishing/Services industry.
Individual stakeholders77.45%
Mutual fund holders23.73%
Other institutional16.85%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2015CONFLUENCE INVESTMENT MANAGEMENT...  Bought 36.4 Thousand shares of Morningstar Inc
6/30/2015AMERICAN CENTURY INVESTMENT MANA...  Bought 14.8 Thousand shares of Morningstar Inc
6/30/2015AMUNDI SMITH BREEDEN LLC  Bought 8.7 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...9.88%4,387,021348,987,521-105,306-2.34%
Royce & Associates LLC3.75%1,666,008132,530,936-97,585-5.53%
BAMCO, Inc.3.67%1,628,176129,521,401-2,321-0.14%
The Vanguard Group, Inc.2.87%1,271,928101,181,872+58,723+4.84%
Àshe Capital Management LLC2.83%1,254,33499,782,270+24,890+2.02%
JPMorgan Investment Management, I...1.55%687,04654,654,509+33,695+5.16%
BlackRock Fund Advisors1.39%616,77749,064,610-1,870-0.30%
Epoch Investment Partners, Inc.1.05%467,78837,212,535+58,585+14.32%
Managed Account Advisors LLC0.92%408,34032,483,447-16,784-3.95%
Renaissance Technologies LLC0.88%388,60030,913,130-27,673-6.65%

Top 10 Mutual Funds Holding Morningstar Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Eaton Vance SMID Cap Portfolio6.40%2,843,529226,202,73200.00%
Baron Growth Fund2.45%1,088,24686,569,969-127,613-10.50%
Royce Premier Fund2.41%1,068,30084,983,265-79,200-6.90%
JPMorgan Small Cap Equity Fund1.19%526,00241,843,45900.00%
Vanguard Small Cap Index Fund0.85%378,42830,103,947+4,769+1.28%
Vanguard Total Stock Market Index...0.83%367,14029,205,987-121-0.03%
Royce Pennsylvania Mutual Fund0.79%352,69528,056,887+3,300+0.94%
Janus Perkins Small Cap Value Fun...0.71%316,03325,140,425+64,310+25.55%
Vanguard Small Cap Growth Index F...0.56%246,85319,637,156+6,102+2.53%
Government Pension Fund - Global ...0.47%208,81716,611,392+14,467+7.44%