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

Q2 2016 13F Holders as of 30 Jun 2016

Type / Class
Equity / Common Stock, no par value
Shares outstanding
41,737,780
Total 13F shares
16,298,113
Share change
-163,841
Total reported value
$1,332,845,543
Put/Call ratio
0%
Price per share
$81.78
Number of holders
172
Value change
-$14,960,770
Number of buys
78
Number of sells
80

Institutional Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q2 2016

As of 30 Jun 2016, Morningstar, Inc. - Common Stock, no par value (MORN) was held by 172 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 16,298,113 shares. The largest 10 holders included ATLANTA CAPITAL MANAGEMENT CO L L C, BAMCO INC /NY/, VANGUARD GROUP INC, ROYCE & ASSOCIATES LP, JPMORGAN CHASE & CO, Ashe Capital Management, LP, RENAISSANCE TECHNOLOGIES LLC, BlackRock Institutional Trust Company, N.A., LAZARD ASSET MANAGEMENT LLC, and Epoch Investment Partners, Inc.. This page lists 172 institutional shareholders reporting positions in this security for the Q2 2016 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.