Q1 2015 13F Holders as of 3/31/2015
-
Type / Class
-
Equity / Common Stock, no par value
-
Shares outstanding
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42.9M
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Number of holders
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138
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Total shares
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17.9M
-
Shares change
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+82.2K
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Total reported value, excl. options
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$1.34B
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Value change
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+$7.98M
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Put/Call ratio
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3
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Number of buys
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67
-
Number of sells
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-69
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Price
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$74.91
Significant Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q1 2015
139 filings reported holding MORN - Morningstar, Inc. - Common Stock, no par value as of Q1 2015.
Morningstar, Inc. - Common Stock, no par value (MORN) has 138 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 17.9M shares
of 42.9M outstanding shares and own 41.81% of the company stock.
Largest 10 shareholders include ATLANTA CAPITAL MANAGEMENT CO L L C (4.39M shares), ROYCE & ASSOCIATES LLC (1.67M shares), BAMCO INC /NY/ (1.63M shares), VANGUARD GROUP INC (1.27M shares), Ashe Capital Management, LP (1.25M shares), JPMORGAN CHASE & CO (737K shares), Epoch Investment Partners, Inc. (468K shares), BlackRock Institutional Trust Company, N.A. (466K shares), MANAGED ACCOUNT ADVISORS LLC (408K shares), and RENAISSANCE TECHNOLOGIES LLC (389K shares).
This table shows the top 138 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.