Q1 2017 13F Holders as of 3/31/2017
-
Type / Class
-
Equity / Common Stock, no par value
-
Shares outstanding
-
42.9M
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Number of holders
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165
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Total shares
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16.7M
-
Shares change
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+792K
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Total reported value, excl. options
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$1.31B
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Value change
-
+$63.4M
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Number of buys
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76
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Number of sells
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-70
-
Price
-
$78.60
Significant Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q1 2017
164 filings reported holding MORN - Morningstar, Inc. - Common Stock, no par value as of Q1 2017.
Morningstar, Inc. - Common Stock, no par value (MORN) has 165 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 16.7M shares
of 42.9M outstanding shares and own 38.84% of the company stock.
Largest 10 shareholders include ATLANTA CAPITAL MANAGEMENT CO L L C (3.25M shares), BAMCO INC /NY/ (1.53M shares), JPMORGAN CHASE & CO (1.4M shares), VANGUARD GROUP INC (1.39M shares), BlackRock Inc. (711K shares), ROYCE & ASSOCIATES LP (662K shares), RENAISSANCE TECHNOLOGIES LLC (586K shares), LAZARD ASSET MANAGEMENT LLC (452K shares), Epoch Investment Partners, Inc. (363K shares), and BANK OF AMERICA CORP /DE/ (342K shares).
This table shows the top 165 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.