Q3 2014 13F Holders as of 9/30/2014
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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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134
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Total shares
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16.9M
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Shares change
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-925K
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Total reported value, excl. options
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$1.15B
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Value change
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-$63M
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Put/Call ratio
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1.12
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Number of buys
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53
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Number of sells
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-75
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Price
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$67.90
Significant Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q3 2014
136 filings reported holding MORN - Morningstar, Inc. - Common Stock, no par value as of Q3 2014.
Morningstar, Inc. - Common Stock, no par value (MORN) has 134 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 16.9M shares
of 42.9M outstanding shares and own 39.44% of the company stock.
Largest 10 shareholders include ATLANTA CAPITAL MANAGEMENT CO L L C (4.55M shares), ROYCE & ASSOCIATES LLC (1.77M shares), BAMCO INC /NY/ (1.63M shares), VANGUARD GROUP INC (1.2M shares), JPMORGAN CHASE & CO (645K shares), PRICE T ROWE ASSOCIATES INC /MD/ (552K shares), BlackRock Institutional Trust Company, N.A. (505K shares), RENAISSANCE TECHNOLOGIES LLC (433K shares), Epoch Investment Partners, Inc. (411K shares), and MANAGED ACCOUNT ADVISORS LLC (409K shares).
This table shows the top 134 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.