Q4 2013 13F Holders as of 12/31/2013
-
Type / Class
-
Equity / Common Stock, no par value
-
Shares outstanding
-
42.9M
-
Number of holders
-
158
-
Total shares
-
18.5M
-
Shares change
-
+25K
-
Total reported value, excl. options
-
$1.45B
-
Value change
-
+$1.95M
-
Put/Call ratio
-
0.8
-
Number of buys
-
5
-
Price
-
$78.09
Significant Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q4 2013
162 filings reported holding MORN - Morningstar, Inc. - Common Stock, no par value as of Q4 2013.
Morningstar, Inc. - Common Stock, no par value (MORN) has 158 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 18.5M shares
of 42.9M outstanding shares and own 43.14% of the company stock.
Largest 10 shareholders include ATLANTA CAPITAL MANAGEMENT CO L L C (4.25M shares), ROYCE & ASSOCIATES LLC (1.78M shares), BAMCO INC /NY/ (1.68M shares), VANGUARD GROUP INC (1.2M shares), KORNITZER CAPITAL MANAGEMENT INC /KS (1.19M shares), PRICE T ROWE ASSOCIATES INC /MD/ (930K shares), BlackRock Institutional Trust Company, N.A. (543K shares), JPMORGAN CHASE & CO (505K shares), TAMRO Capital Partners LLC (463K shares), and MANAGED ACCOUNT ADVISORS LLC (425K shares).
This table shows the top 158 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.