Q1 2016 13F Holders as of 3/31/2016
-
Type / Class
-
Equity / Common Stock, no par value
-
Shares outstanding
-
42.9M
-
Number of holders
-
171
-
Total shares
-
16.4M
-
Shares change
-
-229K
-
Total reported value, excl. options
-
$1.45B
-
Value change
-
-$17.9M
-
Put/Call ratio
-
0.09
-
Number of buys
-
88
-
Number of sells
-
-84
-
Price
-
$88.27
Significant Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q1 2016
171 filings reported holding MORN - Morningstar, Inc. - Common Stock, no par value as of Q1 2016.
Morningstar, Inc. - Common Stock, no par value (MORN) has 171 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 16.4M shares
of 42.9M outstanding shares and own 38.32% of the company stock.
Largest 10 shareholders include ATLANTA CAPITAL MANAGEMENT CO L L C (3.32M shares), BAMCO INC /NY/ (1.55M shares), VANGUARD GROUP INC (1.32M shares), ROYCE & ASSOCIATES LP (1.05M shares), JPMORGAN CHASE & CO (745K shares), Ashe Capital Management, LP (666K shares), RENAISSANCE TECHNOLOGIES LLC (586K shares), BlackRock Institutional Trust Company, N.A. (457K shares), Epoch Investment Partners, Inc. (416K shares), and LAZARD ASSET MANAGEMENT LLC (409K shares).
This table shows the top 171 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.