Q3 2016 13F Holders as of 9/30/2016
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Type / Class
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Equity / Common Stock, no par value
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Shares outstanding
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42.9M
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Number of holders
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170
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Total shares
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16.6M
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Shares change
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+93.2K
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Total reported value, excl. options
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$1.31B
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Value change
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+$6.55M
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Put/Call ratio
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3.78
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Number of buys
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81
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Number of sells
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-73
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Price
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$79.27
Significant Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q3 2016
171 filings reported holding MORN - Morningstar, Inc. - Common Stock, no par value as of Q3 2016.
Morningstar, Inc. - Common Stock, no par value (MORN) has 170 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 16.6M shares
of 42.9M outstanding shares and own 38.67% of the company stock.
Largest 10 shareholders include ATLANTA CAPITAL MANAGEMENT CO L L C (3.34M shares), BAMCO INC /NY/ (1.56M shares), VANGUARD GROUP INC (1.31M shares), ROYCE & ASSOCIATES LP (989K shares), JPMORGAN CHASE & CO (968K shares), RENAISSANCE TECHNOLOGIES LLC (618K shares), BlackRock Institutional Trust Company, N.A. (512K shares), LAZARD ASSET MANAGEMENT LLC (439K shares), Ashe Capital Management, LP (420K shares), and Epoch Investment Partners, Inc. (399K shares).
This table shows the top 170 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.