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Morningstar Inc (NASDAQ:MORN)

72.93
Delayed Data
As of Dec 02
 +0.48 / +0.66%
Today’s Change
67.74
Today|||52-Week Range
89.44
-9.30%
Year-to-Date
Institutional investors purchased a net $91.5 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 38.85% of the shares outstanding that institutional investors hold is among the lowest in the Financial Publishing/Services industry.
Individual stakeholders79.53%
Mutual fund holders22.00%
Other institutional16.85%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

9/30/2016BESSEMER INVESTMENT MANAGEMENT L...  Bought 175.9 Thousand shares of Morningstar Inc
9/30/2016JPMORGAN INVESTMENT MANAGEMENT, ...  Bought 104.3 Thousand shares of Morningstar Inc
9/30/2016ALLIANCEBERNSTEIN LP  Bought 85.8 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%3,343,318236,138,550-29,685-0.88%
BAMCO, Inc.3.63%1,561,284110,273,48900.00%
The Vanguard Group, Inc.3.05%1,314,43092,838,191+41,369+3.25%
Royce & Associates LP2.30%988,69669,831,59800.00%
JPMorgan Investment Management, I...1.99%855,57160,428,980+104,259+13.88%
BlackRock Fund Advisors1.57%677,89747,879,865+61,230+9.93%
Renaissance Technologies LLC1.44%618,10043,656,403+2,300+0.37%
Lazard Asset Management LLC1.02%438,48630,970,266+19,283+4.60%
Àshe Capital Management LP0.98%419,65629,640,303-246,444-37.00%
Epoch Investment Partners, Inc.0.93%398,85328,170,987-12,001-2.92%

Top 10 Mutual Funds Holding Morningstar Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Eaton Vance SMID Cap Portfolio4.68%2,017,227142,476,74300.00%
Baron Growth Fund2.79%1,202,97784,966,266+17,357+1.46%
JPMorgan Small Cap Equity Fund1.39%597,80242,222,755+80,899+15.65%
Royce Premier Fund1.38%595,50042,060,16500.00%
Vanguard Total Stock Market Index...0.90%387,52327,370,749+2,985+0.78%
Vanguard Small Cap Index Fund0.87%374,29026,436,103+4,538+1.23%
Royce Pennsylvania Mutual Fund0.57%245,09517,311,06000.00%
Vanguard Extended Market Index Fu...0.51%218,59915,439,647+258+0.12%
Vanguard Small Cap Growth Index F...0.49%211,34714,927,439+1,150+0.55%
Government Pension Fund - Global ...0.46%197,72213,965,105-11,095-5.31%