Q1 2014 13F Holders as of 3/31/2014
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Type / Class
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Equity / Common Stock, no par value
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Shares outstanding
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42.9M
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Number of holders
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144
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Total shares
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18M
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Shares change
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-311K
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Total reported value, excl. options
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$1.42B
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Value change
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-$23.5M
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Put/Call ratio
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0.85
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Number of buys
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66
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Number of sells
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-72
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Price
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$79.02
Significant Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q1 2014
148 filings reported holding MORN - Morningstar, Inc. - Common Stock, no par value as of Q1 2014.
Morningstar, Inc. - Common Stock, no par value (MORN) has 144 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 18M shares
of 42.9M outstanding shares and own 41.98% of the company stock.
Largest 10 shareholders include ATLANTA CAPITAL MANAGEMENT CO L L C (4.25M shares), ROYCE & ASSOCIATES LLC (1.76M shares), BAMCO INC /NY/ (1.66M shares), VANGUARD GROUP INC (1.23M shares), KORNITZER CAPITAL MANAGEMENT INC /KS (1.19M shares), PRICE T ROWE ASSOCIATES INC /MD/ (928K shares), BlackRock Institutional Trust Company, N.A. (561K shares), JPMORGAN CHASE & CO (505K shares), MANAGED ACCOUNT ADVISORS LLC (422K shares), and BLAIR WILLIAM & CO/IL (420K shares).
This table shows the top 144 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.