Morningstar, Inc. - Common Stock, no par value (MORN)

Q3 2014 13F Holders as of 30 Sep 2014

Type / Class
Equity / Common Stock, no par value
Shares outstanding
41,737,780
Total 13F shares
16,926,032
Share change
-925,234
Total reported value
$1,149,274,878
Put/Call ratio
112%
Price per share
$67.90
Number of holders
134
Value change
-$63,010,819
Number of buys
53
Number of sells
75

Institutional Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q3 2014

As of 30 Sep 2014, Morningstar, Inc. - Common Stock, no par value (MORN) was held by 134 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 16,926,032 shares. The largest 10 holders included ATLANTA CAPITAL MANAGEMENT CO L L C, ROYCE & ASSOCIATES LLC, BAMCO INC /NY/, VANGUARD GROUP INC, JPMORGAN CHASE & CO, PRICE T ROWE ASSOCIATES INC /MD/, BlackRock Institutional Trust Company, N.A., RENAISSANCE TECHNOLOGIES LLC, Epoch Investment Partners, Inc., and MANAGED ACCOUNT ADVISORS LLC. This page lists 134 institutional shareholders reporting positions in this security for the Q3 2014 filing period.
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.