Q2 2015 13F Holders as of 6/30/2015
-
Type / Class
-
Equity / Common Stock, no par value
-
Shares outstanding
-
42.9M
-
Number of holders
-
135
-
Total shares
-
17.7M
-
Shares change
-
-109K
-
Total reported value, excl. options
-
$1.4B
-
Value change
-
-$8.34M
-
Number of buys
-
61
-
Number of sells
-
-63
-
Price
-
$79.55
Significant Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q2 2015
134 filings reported holding MORN - Morningstar, Inc. - Common Stock, no par value as of Q2 2015.
Morningstar, Inc. - Common Stock, no par value (MORN) has 135 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 17.7M shares
of 42.9M outstanding shares and own 41.14% of the company stock.
Largest 10 shareholders include ATLANTA CAPITAL MANAGEMENT CO L L C (4.35M shares), ROYCE & ASSOCIATES LLC (1.59M shares), BAMCO INC /NY/ (1.53M shares), VANGUARD GROUP INC (1.3M shares), Ashe Capital Management, LP (1.25M shares), JPMORGAN CHASE & CO (752K shares), Epoch Investment Partners, Inc. (490K shares), BlackRock Institutional Trust Company, N.A. (456K shares), RENAISSANCE TECHNOLOGIES LLC (399K shares), and MANAGED ACCOUNT ADVISORS LLC (388K shares).
This table shows the top 135 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.