Q4 2015 13F Holders as of 12/31/2015
-
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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175
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Total shares
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17M
-
Shares change
-
-782K
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Total reported value, excl. options
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$1.36B
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Value change
-
-$62.8M
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Number of buys
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98
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Number of sells
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-50
-
Price
-
$80.41
Significant Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q4 2015
177 filings reported holding MORN - Morningstar, Inc. - Common Stock, no par value as of Q4 2015.
Morningstar, Inc. - Common Stock, no par value (MORN) has 175 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 17M shares
of 42.9M outstanding shares and own 39.53% of the company stock.
Largest 10 shareholders include ATLANTA CAPITAL MANAGEMENT CO L L C (3.36M shares), BAMCO INC /NY/ (1.64M shares), Ashe Capital Management, LP (1.25M shares), VANGUARD GROUP INC (1.24M shares), ROYCE & ASSOCIATES LLC (1.19M shares), JPMORGAN CHASE & CO (689K shares), RENAISSANCE TECHNOLOGIES LLC (522K shares), BlackRock Institutional Trust Company, N.A. (497K shares), LAZARD ASSET MANAGEMENT LLC (387K shares), and BANK OF AMERICA CORP /DE/ (339K shares).
This table shows the top 175 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.