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

Q4 2014 13F Holders as of 31 Dec 2014

Type / Class
Equity / Common Stock, no par value
Shares outstanding
41,737,780
Total 13F shares
17,894,345
Share change
-424,710
Total reported value
$1,158,114,132
Put/Call ratio
38%
Price per share
$64.71
Number of holders
145
Value change
-$27,688,290
Number of buys
63
Number of sells
60

Institutional Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q4 2014

As of 31 Dec 2014, Morningstar, Inc. - Common Stock, no par value (MORN) was held by 145 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 17,894,345 shares. The largest 10 holders included ATLANTA CAPITAL MANAGEMENT CO L L C, ROYCE & ASSOCIATES LLC, BAMCO INC /NY/, Ashe Capital Management, LLC, VANGUARD GROUP INC, JPMORGAN CHASE & CO, BlackRock Institutional Trust Company, N.A., MANAGED ACCOUNT ADVISORS LLC, PRICE T ROWE ASSOCIATES INC /MD/, and RENAISSANCE TECHNOLOGIES LLC. This page lists 145 institutional shareholders reporting positions in this security for the Q4 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.