Q1 2017 13F Holders as of 31 Mar 2017
-
Type / Class
-
Equity / Common Stock, no par value
-
Shares outstanding
-
41,737,780
-
Total 13F shares
-
16,666,277
-
Share change
-
+791,788
-
Total reported value
-
$1,310,362,718
-
Price per share
-
$78.60
-
Number of holders
-
165
-
Value change
-
+$63,430,990
-
Number of buys
-
76
-
Number of sells
-
70
Institutional Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q1 2017
As of 31 Mar 2017,
Morningstar, Inc. - Common Stock, no par value (MORN) was held by
165 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
16,666,277 shares.
The largest 10 holders included
ATLANTA CAPITAL MANAGEMENT CO L L C, BAMCO INC /NY/, JPMORGAN CHASE & CO, VANGUARD GROUP INC, BlackRock Inc., ROYCE & ASSOCIATES LP, RENAISSANCE TECHNOLOGIES LLC, LAZARD ASSET MANAGEMENT LLC, Epoch Investment Partners, Inc., and BANK OF AMERICA CORP /DE/.
This page lists
165
institutional shareholders reporting positions in this security
for the Q1 2017 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.