Q2 2017 13F Holders as of 6/30/2017
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Type / Class
-
Equity / Common Stock, no par value
-
Shares outstanding
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42.9M
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Number of holders
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143
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Total shares
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16.6M
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Shares change
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-153K
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Total reported value, excl. options
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$1.3B
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Value change
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-$12M
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Put/Call ratio
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2.01
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Number of buys
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72
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Number of sells
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-71
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Price
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$78.34
Significant Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q2 2017
146 filings reported holding MORN - Morningstar, Inc. - Common Stock, no par value as of Q2 2017.
Morningstar, Inc. - Common Stock, no par value (MORN) has 143 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 38.64% of the company stock.
Largest 10 shareholders include ATLANTA CAPITAL MANAGEMENT CO L L C (3.21M shares), BAMCO INC /NY/ (1.5M shares), VANGUARD GROUP INC (1.39M shares), JPMORGAN CHASE & CO (1.3M shares), BlackRock Inc. (814K shares), ROYCE & ASSOCIATES LP (639K shares), RENAISSANCE TECHNOLOGIES LLC (591K shares), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (392K shares), Epoch Investment Partners, Inc. (366K shares), and Champlain Investment Partners, LLC (350K shares).
This table shows the top 143 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.