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

Q3 2017 13F Holders as of 30 Sep 2017

Type / Class
Equity / Common Stock, no par value
Shares outstanding
41,737,780
Total 13F shares
16,668,905
Share change
+86,004
Total reported value
$1,416,624,916
Put/Call ratio
21%
Price per share
$84.99
Number of holders
150
Value change
+$7,485,187
Number of buys
67
Number of sells
58

Institutional Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q3 2017

As of 30 Sep 2017, Morningstar, Inc. - Common Stock, no par value (MORN) was held by 150 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 16,668,905 shares. The largest 10 holders included ATLANTA CAPITAL MANAGEMENT CO L L C, BAMCO INC /NY/, VANGUARD GROUP INC, JPMORGAN CHASE & CO, BlackRock Inc., KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, ROYCE & ASSOCIATES LP, RENAISSANCE TECHNOLOGIES LLC, BANK OF AMERICA CORP /DE/, and Champlain Investment Partners, LLC. This page lists 150 institutional shareholders reporting positions in this security for the Q3 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.